AEROJET ROCKETDYNE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AEROJET ROCKETDYNE FOUNDATION (EIN 68-0441559)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-11
- IRS object ID
- 202421029349100422
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T13:00:20-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680441559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aerojet Rocketdyne Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % L3HARRIS FOUNDATION | InCareOfNm |
| Business Name Control | AERO | BusinessNameControlTxt |
| Phone | 3217243446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 W NASA Blvd A-12H | AddressLine1Txt |
| City | Melbourne | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KellY Anderson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3217243446 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KellY | PersonFirstNm |
| Person Last | Anderson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,041,282 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,810 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82,540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$183,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,163,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,917 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $195,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,009 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,669 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,206 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $201 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $349 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $526,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $526,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $728,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $616,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$566,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,825,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,404,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,404,195 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,110 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,110 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,110 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $300,581 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $291,402 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $277,294 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,485,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,823,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,268,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,680,649 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,206,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,089,859 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,292,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,727,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,041,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,292,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,727,066 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,292,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,727,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,292,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,727,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,292,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$566,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $11,727,066 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,727,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,163,444 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,361,748 | CostOrOtherBasisAmt |
| Gain Or Loss | -$198,304 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$198,304 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$198,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,246 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,246 | SubtotalAmt |
| Tax Based On Investment Income | $3,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,368 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,368 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.AEROJETROCKETDYNE.COM/FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L3HARRIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3217243446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 W NASA BLVD A-12H | AddressLine1Txt |
| City | Melbourne | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kelly Anderson | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Robert Daidone | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir | 1.0 | $0 | $0 | $0 |
| John Jackson | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Chandra McCulley-Hooker | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir | 1.0 | $0 | $0 | $0 |
| Scott Mikuen | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Al Oishi | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Kenneth J Panos | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir | 1.0 | $0 | $0 | $0 |
| Chris Radley | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir | 1.0 | $0 | $0 | $0 |
| Melanie Rakita | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Carmen Robertson | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, VP | 1.0 | $0 | $0 | $0 |
| John Schneider | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Cecilia Showalter | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir | 1.0 | $0 | $0 | $0 |
| Michelle Turner | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Andreas Wagner | ||||||||
| 1025 W NASA Blvd A-12H | Melbourne | FL | 32919 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan securities llc | |||||
| 50 ROWES WHARF 4TH FLOOR | BOSTON | MA | 021102082 | Investment Mgmt | $106,009 |
| Aerojet-General Corporation | |||||
| PO Box 13222 | Sacramento | CA | 968136000 | Foundation mgmt | $89,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,986,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,867,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $731 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,855,106 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,855,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,662,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,246 | TotalTaxAmt |
| Distributable Before Adj | $629,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $630,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $630,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $616,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $616,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $630,868 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $389,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $389,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $616,738 | QualifyingDistributionsAmt |
| Applied To Current Year | $616,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,130 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,130 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $375,396 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $375,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $375,396 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (241 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEROSPACE MUSEUM OF CALIFORNIA FOUNDATION | ||||||||
| 3200 FREEDOM PARK DR | MCCLELLAN | CA | 95652 | N/A | PC | Summer camp scholarships fund | $2,000 | |
| ALABAMA A & M UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1057 | NORMAL | AL | 35762 | N/A | PC | HCBU Scholarship fund in Business & Tech combo | $2,000 | |
| ALABAMA SCHOOL OF CYBER AND ENGINEERING | ||||||||
| 229 WYNN DR NW | HUNTSVILLE | AL | 35805 | N/A | PC | STEM programs | $2,000 | |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN CITRUS HE | ||||||||
| 4057 ALBERT CIR | EL DORADO HLS | CA | 95762 | N/A | PC | 2 Tech Trek Scholarships fund | $2,000 | |
| AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS | ||||||||
| 577 LINCOLNWOOD LN | ACWORTH | GA | 30101 | N/A | PC | AIAA 74th Southeastern Regional Student Conference fund | $1,000 | |
| AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS | ||||||||
| 1980 NORTH ATLANTIC AVE | COCOA BEACH | FL | 32931 | N/A | PC | SmallSat Education Conference fund | $2,500 | |
| AMERICAN NATIONAL RED CROSS - GREATER LOS ANGELES | ||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | N/A | PC | General & Unrestricted | $32,530 | |
| APPLEWILD SCHOOL | ||||||||
| 120 PROSPECT ST | FITCHBURG | MA | 01420 | N/A | PC | General & Unrestricted | $1,000 | |
| ARKANSAS STEM COALITION | ||||||||
| 401 SOUTH SCOTT ST NPC 1 | LITTLE ROCK | AR | 72201 | N/A | PC | Arkansas STEM Ecosystem | $4,500 | |
| Arroyo Vista Elementary | ||||||||
| 335 EL CENTRO ST | South Pasadena | CA | 91030 | N/A | GOV | General & Unrestricted | $150 | |
| Arthur E Wright Middle | ||||||||
| 4029 N LAS VIRGENES RD | Calabasas | CA | 91302 | N/A | GOV | Robotics Elective | $1,000 | |
| ARTS COUNCIL INC | ||||||||
| 700 MONROE ST STE 2 | HUNTSVILLE | AL | 35801 | N/A | PC | Panoply 2023 Unity Community Art Project | $5,000 | |
| AUSTIN AREA ROCKETRY GROUP | ||||||||
| 151 SPRING CREEK DR | CEDAR CREEK | TX | 78612 | N/A | PC | General & Unrestricted | $15,000 | |
| BISHOP OCONNELL HIGH SCHOOL | ||||||||
| 6600 LITTLE FALLS RD | ARLINGTON | VA | 22213 | N/A | PC | General & Unrestricted | $500 | |
| BOARD OF THE UNIVERSITY OF ALABAMA - COLLEGE OF EN | ||||||||
| BOX 870200 | TUSCALOOSA | AL | 35487 | N/A | PC | Robotic Mining Challenge fund | $1,000 | |
| Bob Jones High School | ||||||||
| 650 HUGHES RD | Madison | AL | 35758 | N/A | GOV | Rocketry Team | $2,500 | |
| BOCA RATON COMMUNITY HIGH SCHOOL | ||||||||
| 1501 NW 15TH CT | BOCA RATON | FL | 33486 | N/A | GOV | Science Olympiad | $1,000 | |
| Alyssa K Julaton | ||||||||
| BRIGHAM YOUNG UNIVERSITY | PROVO | UT | 84602 | none | I | Scholarship grant | $1,000 | A-153 ASB |
| Jeremy Shueh | ||||||||
| CAL POLY HUMBOLDT | ARCATA | CA | 95521 | none | I | Scholarship grant | $1,000 | 1 HARPST ST |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD M/C 5-32 | PASADENA | CA | 91125 | N/A | PC | General & Unrestricted | $30 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | COMSOL Multiphysics Software Modules: Corrosion, Chemical reaction, semi-conductors, and cad import | $7,000 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | Smart Manufacturing Lab: A Learning Factory | $7,000 | |
| Jack Howard | ||||||||
| CALIFORNIA STATE POLYTECHNIC | Pomona | CA | 91768 | none | I | Scholarship Grant | $1,000 | 3801 WEST TEMPLE AVE |
| Eric D Gajdusek | ||||||||
| CALIFORNIA STATE UNIVERSITY | LOS ANGELES | CA | 90032 | none | I | Scholarship grant | $1,500 | 5151 STATE UNIVERSITY DR |
| Stellina Ao | ||||||||
| CALIFORNIA STATE UNIVERSITY | LOS ANGELES | CA | 90032 | none | I | Scholarship grant | $1,500 | 5151 STATE UNIVERSITY DR |
| CALIFORNIA STATE UNIVERSITY - NORTHRIDGE | ||||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | N/A | GOV | Senior Design Projects and Lab Equipment fund | $8,000 | |
| Alex Lizikhin | ||||||||
| CALIFORNIA STATE UNIVERSITY | NORTHRIDGE | CA | 91330 | none | I | Scholarship grant | $1,500 | 18111 NORDHOFF ST |
| Gianmarco Zecca | ||||||||
| CALIFORNIA STATE UNIVERSITY | NORTHRIDGE | CA | 91330 | none | I | Scholarship grant | $1,000 | 18111 NORDHOFF ST |
| CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATIO | ||||||||
| 18111 NORDHOFF ST VALERA HALL 110 | NORTHRIDGE | CA | 91330 | N/A | PC | Mechanical Engineering Department | $1,000 | |
| CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATIO | ||||||||
| 18111 NORDHOFF ST VALERA HALL 110 | NORTHRIDGE | CA | 91330 | N/A | PC | General & Unrestricted | $1,000 | |
| CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATIO | ||||||||
| 18111 NORDHOFF ST VALERA HALL 110 | NORTHRIDGE | CA | 91330 | N/A | PC | CSUN Aero Team | $2,000 | |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION | ||||||||
| 5151 STATE UNIVERSITY DR ADM 802 | LOS ANGELES | CA | 90032 | N/A | PC | LAunchPad Program | $3,000 | |
| CAMDEN FAIRVIEW SCHOOL DISTRICT | ||||||||
| 625 CLIFTON ST | CAMDEN | AR | 71701 | N/A | GOV | Project Lead the Way | $2,500 | |
| CAMPANILE FOUNDATION | ||||||||
| 5500 CAMPANILE DR 168 | SAN DIEGO | CA | 92182 | N/A | PC | Aztec Electric Racing | $1,000 | |
| CAPITAL AIRSHOW GROUP | ||||||||
| 10425 NORDEN AVE | MATHER | CA | 95655 | N/A | PC | Airshow Scholarship fund | $1,000 | |
| Vicky Zhu | ||||||||
| CARNEGIE MELLON UNIVERSITY | PITTSBURGH | PA | 15251 | none | I | Scholarship grant | $1,000 | PO BOX 371525 |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| CARLIN ALUMNI HOUSE 524 E BELLOWS S | MT PLEASANT | MI | 48858 | N/A | PC | General & Unrestricted | $500 | |
| CHAMINADE COLLEGE PREPARATORY | ||||||||
| 10210 OAKDALE AVE | CHATSWORTH | CA | 91311 | N/A | PC | Robotics Team | $2,000 | |
| CHAMINADE COLLEGE PREPARATORY | ||||||||
| 10210 OAKDALE AVE | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $250 | |
| COLUMBIA MEMORIAL SPACE SCIENCE LEARNING CENTER FO | ||||||||
| 12400 COLUMBIA WAY | DOWNEY | CA | 90242 | N/A | PC | STEM programs | $8,000 | |
| COMMUNITY FOUNDATION OF GREATER HUNTSVILLE | ||||||||
| PO BOX 332 | HUNTSVILLE | AL | 35804 | N/A | PC | Education Fund | $2,000 | |
| COTTONWOOD VALLEY CHARTER | ||||||||
| 201 NEEL AVE | SOCORRO | NM | 87801 | N/A | PC | General & Unrestricted | $50 | |
| COVENANT COLLEGE INC | ||||||||
| 14049 SCENIC HWY | LOOKOUT MTN | GA | 30750 | N/A | PC | General & Unrestricted | $1,000 | |
| COX SCIENCE CENTER AND AQUARIUM INC | ||||||||
| 4801 DREHER TRL N | WEST PALM BCH | FL | 33405 | N/A | PC | GEMS Club | $2,500 | |
| CRYSTAL LAKE ELEMENTARY SCHOOL | ||||||||
| 2095 SW 96TH ST | STUART | FL | 34997 | N/A | GOV | General & Unrestricted | $55 | |
| CULPEPER COUNTY PUBLIC SCHOOLS | ||||||||
| 450 RADIO LN | CULPEPER | VA | 22701 | N/A | GOV | Prototyping Models with a Craft Laser | $3,000 | |
| CULPEPER ROBOTICS | ||||||||
| 1072 VIRGINIA AVE | CULPEPER | VA | 22701 | N/A | PC | Culpeper Robotics 2023-2024 Season | $1,000 | |
| DA VINCI SCHOOLS FUND | ||||||||
| 201 N DOUGLAS ST | EL SEGUNDO | CA | 90245 | N/A | PC | SoCal Showdown - FIRST Robotics | $1,000 | |
| DANIEL BOONE HIGH SCHOOL | ||||||||
| 1440 SUNCREST DR | GRAY | TN | 37615 | N/A | GOV | Robotics program | $500 | |
| DAVID CROCKETT HIGH SCHOOL | ||||||||
| 684 OLD STATE RTE 34 | JONESBOROUGH | TN | 37659 | N/A | GOV | Robotics team | $500 | |
| DAVID CROCKETT HIGH SCHOOL | ||||||||
| 684 OLD STATE RTE 34 | JONESBOROUGH | TN | 37659 | N/A | GOV | STEAM program | $500 | |
| Diamond Bar High | ||||||||
| 21400 PATHFINDER RD | Diamond Bar | CA | 91765 | N/A | GOV | Team Sprockets | $1,000 | |
| DISCOVERY SCIENCE CENTER OF LOS ANGELES | ||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | STEM Education Fund | $5,000 | |
| DREAMS4U | ||||||||
| 13408 BLACK WALNUT LN | SPOTSYLVANIA | VA | 22551 | N/A | PC | STEM Scholarship fund | $500 | |
| DUKE UNIVERSITY - PRATT SCHOOL OF ENGINEERING | ||||||||
| 305 TEER BLDG BOX 90271 | DURHAM | NC | 27708 | N/A | PC | Duke AERO | $1,000 | |
| EAST TENNESSEE STATE UNIVERSITY | ||||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | N/A | GOV | Governor's School STEM efforts | $500 | |
| EAST TENNESSEE STATE UNIVERSITY | ||||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | N/A | GOV | Military Science Department Scholarship Fund | $500 | |
| EASTLAKE HIGH SCHOOL | ||||||||
| 400 228TH NE | SAMMAMISH | WA | 98074 | N/A | GOV | Robotics Team | $2,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | ||||||||
| 505 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | FIRST Robotics | $10,000 | |
| EMBRY-RIDDLE AERONAUTICAL | ||||||||
| 1 AEROSPACE BLVD | DAYTONA BEACH | FL | 32114 | N/A | PC | College of Engineering | $1,500 | |
| FAUQUIER COUNTY PUBLIC SCHOOLS | ||||||||
| 320 HOSPITAL DR STE 40 | WARRENTON | VA | 20186 | N/A | GOV | VEX Robotics Program | $500 | |
| FIELD ARTLLERY ASSOCIATION NORTH ALABAMA REDSTONE | ||||||||
| 190 TIMBER OAK RD | HUNTSVILLE | AL | 35806 | N/A | PC | scholarship fund | $1,000 | |
| FIRST CALIFORNIA ROBOTICS | ||||||||
| 4259 ORCHARD AVE | SAN DIEGO | CA | 92107 | N/A | PC | Robotics Program | $5,000 | |
| FIRST IN ALABAMA | ||||||||
| 3002 BOUNDARY OAKS DR | OWENS CROSS RDS | AL | 35763 | N/A | PC | FRC Rocket City Regional | $12,500 | |
| Nick Severe | ||||||||
| FLORIDA STATE UNIVERSITY | TALLAHASSEE | FL | 32306 | none | I | Scholarship grant | $1,000 | 282 CHAMPIONS WAY A2201 UCA |
| Cam'ron K Clarke | ||||||||
| FLORIDA STATE UNIVERSITY | TALLAHASSEE | FL | 32306 | none | I | Scholarship grant | $1,000 | 282 CHAMPIONS WAY A2201 UCA |
| Nam K Dang | ||||||||
| FOLSOM LAKE COLLEGE | FOLSOM | CA | 95630 | none | I | Scholarship Grant | $1,000 | 10 COLLEGE PKWY |
| FORT LEWIS COLLEGE FOUNDATION | ||||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $500 | |
| FRIENDS OF POLLUTION PREVENTION COALITION OF PALM | ||||||||
| 6144 WINDLASS CIR | BOYNTON BEACH | FL | 33472 | N/A | PC | Engineer It! competition activity | $1,000 | |
| GERMANNA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 143 | LOCUST GROVE | VA | 22508 | N/A | PC | Engineering Dept Equipment fund | $1,000 | |
| GIRL SCOUTS | ||||||||
| 6601 ELVAS AVE | SACRAMENTO | CA | 95819 | N/A | PC | STEM programs | $3,000 | |
| GIRL SCOUTS OF GREATER LOS ANGELES | ||||||||
| 423 N LA BREA AVE | INGLEWOOD | CA | 90302 | N/A | PC | 2023-2024 STEM Programming | $4,000 | |
| GIRL SCOUTS OF NORTH-CENTRAL ALABAMA INC | ||||||||
| 7705 N LAKE DR | TRUSSVILLE | AL | 35173 | N/A | PC | Girl Scouts American Rocketry Challenge | $2,000 | |
| GIRL SCOUTS OF SOUTHEAST FLORIDA INC | ||||||||
| 6944 LAKE WORTH RD | LAKE WORTH | FL | 33467 | N/A | PC | STEM programs | $2,500 | |
| GIRLS II WOMEN WOMENS FORUM INC | ||||||||
| 515 N FLAGLER DR STE 1500 | WEST PALM BEACH | FL | 33401 | N/A | PC | STEM program | $2,000 | |
| GREENPOWER USA FOUNDATION | ||||||||
| PO BOX 4087 | HUNTSVILLE | AL | 35815 | N/A | PC | Huntsville City Schools, Madison City Schools & Madison County Schools | $2,000 | |
| Hampton Cove Elementary | ||||||||
| 261 OLD 431 HWY | Hampton Cove | AL | 35763 | N/A | GOV | Hampton Cove Space Club | $2,000 | |
| HANCOCK COUNTY SCHOOL DISTRICT | ||||||||
| 17304 HWY 603 | KILN | MS | 39556 | N/A | GOV | Engineering fund | $750 | |
| HANCOCK MIDDLE SCHOOL | ||||||||
| 7070 STENNIS AIRPORT DR | KILN | MS | 39556 | N/A | GOV | STEM & Robotics Team | $500 | |
| HARMONY GROVE HIGH SCHOOL | ||||||||
| 401 QUACHITA RD 88 | CAMDEN | AR | 71701 | N/A | GOV | Project Lead the Way | $2,500 | |
| HARMONY GROVE HIGH SCHOOL | ||||||||
| 401 QUACHITA RD 88 | CAMDEN | AR | 71701 | N/A | GOV | STEAM Night | $1,500 | |
| Hawthorne High | ||||||||
| 4859 W EL SEGUNDO BLVD | Hawthorne | CA | 90250 | N/A | GOV | Team Metalcrafters | $1,000 | |
| HIGHTECH LA | ||||||||
| 17111 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PC | Robotics Club | $1,000 | |
| HOMES FOR FAMILIES | ||||||||
| 21031 VENTURA BLVD STE 610 | WOODLAND HILLS | CA | 91364 | N/A | PC | 56-home veteran community in Palmdale, Los Angeles county | $2,500 | |
| HOUSING PARTNERSHIP INC | ||||||||
| 2001 BLUE HERON BLVD W | RIVIERA BEACH | FL | 33404 | N/A | PC | Mentees on the Move STEM mentoring program for FY 23-24 | $2,000 | |
| HUDSONALPHA FOUNDATION | ||||||||
| 601 GENOME WAY | HUNTSVILLE | AL | 35806 | N/A | SO I | STEM Saturday | $5,000 | |
| HUNTSVILLE CITY SCHOOLS | ||||||||
| 200 WHITE ST | HUNTSVILLE | AL | 35801 | N/A | GOV | Lee High robotics team and Jemison High robotics team | $1,500 | |
| INFINITY SCIENCE CENTER INC | ||||||||
| PO BOX 580 | PEARLINGTON | MS | 39572 | N/A | PC | Dark Matter Robotics FIRST Tech Challenge | $1,000 | |
| INFINITY SCIENCE CENTER INC | ||||||||
| PO BOX 580 | PEARLINGTON | MS | 39572 | N/A | PC | Pop Up STEM Guest and Community Experience Program | $2,000 | |
| Inglemoor HS | ||||||||
| 15500 SIMONDS RD NE | Kenmore | WA | 98028 | N/A | GOV | Robotics Club | $1,000 | |
| INNOVATION FOR EDUCATION FOUNDATION | ||||||||
| 126 WIND RUSH RD | HUNTSVILLE | AL | 35811 | N/A | PC | 2023 Alabama Science Festival | $1,000 | |
| Maggie Johnson | ||||||||
| JAMES MADISON UNIVERSITY | HARRISONBURG | VA | 22807 | none | I | Scholarship grant | $500 | 1031 S MAIN ST |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK RD N4327B | BALTIMORE | MD | 21211 | N/A | PC | General & Unrestricted | $200 | |
| KIDSQUEST CHILDRENS MUSEUM | ||||||||
| 1116 108TH NE AVE | BELLEVUE | WA | 98004 | N/A | PC | STEM programs | $3,000 | |
| KNIGHTS EXPERIMENTAL ROCKETRY INC | ||||||||
| 12760 PEGASUS DR BLDG 40 RM 307 | ORLANDO | FL | 32816 | N/A | PC | Knights Experimental Rocketry | $2,000 | |
| LA REINA HIGH SCHOOL | ||||||||
| 106 W JANSS ROAD | THOUSAND OAKS | CA | 91360 | N/A | PC | Robotics team | $1,000 | |
| LAKE WASHINGTON SCHOOLS FOUNDATION | ||||||||
| 16250 NE 74TH ST | REDMOND | WA | 98052 | N/A | PC | High School Robotics Program | $1,000 | |
| LANGLEY HIGH | ||||||||
| 6520 GEORGETOWN PIKE | McLean | VA | 22101 | N/A | GOV | Robotics team | $1,000 | |
| LENOIR-RHYNE UNIVERSITY | ||||||||
| PO BOX 7164 | HICKORY | NC | 28603 | N/A | PC | BEAR Team - Breaking BEAR-riers | $1,000 | |
| Lincoln County High School | ||||||||
| 1233 HUNTSVILLE HWY | Fayetteville | TN | 37334 | N/A | GOV | Robotics team | $2,500 | |
| LITTLE OAK MIDDLE SCHOOL | ||||||||
| 59241 REBEL DR | SLIDELL | LA | 70461 | N/A | GOV | STEM Club and Robotics Team at Little Oak Middle School | $750 | |
| LITTLE OAK MIDDLE SCHOOL | ||||||||
| 59241 REBEL DR | SLIDELL | LA | 70461 | N/A | GOV | STEM and robotics club | $1,000 | |
| LOS ANGELES COUNTY SCIENCE AND ENGINEERING FAIR | ||||||||
| 1107 FAIR OAKS AVE 94 | SOUTH PASADENA | CA | 91030 | N/A | PC | 74th Annual Los Angeles County Science & Engineering fair | $1,000 | |
| Beaux R Cardin | ||||||||
| LOUISIANA TECH UNIVERSITY | RUSTON | LA | 71272 | none | I | Scholarship grant | $1,000 | PO BOX 7925 ADAMS BLVD RM 240 |
| John D Ewing | ||||||||
| LOUISIANA TECH UNIVERSITY | RUSTON | LA | 71272 | none | I | Scholarship grant | $1,000 | PO BOX 7925 ADAMS BLVD RM 240 |
| LOUISIANA TECH UNIVERSITY | ||||||||
| PO BOX 7925 ADAMS BLVD RM 240 | RUSTON | LA | 71272 | N/A | GOV | Capstone Senior Design - Bernoulli Principle and Team development venue engineering project | $6,750 | |
| LOUISVILLE HIGH SCHOOL | ||||||||
| 22300 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | N/A | PC | General & Unrestricted | $600 | |
| Lauren Nelson | ||||||||
| MISSISSIPPI DELTA COMMUNITY COLLEGE | MOORHEAD | MS | 38761 | none | I | Scholarship grant | $1,000 | PO BOX 710 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | N/A | PC | General & Unrestricted | $1,000 | |
| MUSEUM OF FLIGHT FOUNDATION | ||||||||
| 9404 E MARGINAL WAY S | TUKWILA | WA | 98108 | N/A | PC | Spaceflight Academy | $1,500 | |
| NATIONAL DEFENSE INDUSTRIAL ASSOCIATION | ||||||||
| 2101 WILSON BLVD STE 700 | ARLINGTON | VA | 22201 | N/A | PC | Washington, D.C. Chapter ROTC Scholarship fund | $2,000 | |
| NATIONAL MERIT SCHOLARSHIP CORPORATION | ||||||||
| 1560 SHERMAN AVE STE 200 | EVANSTON | IL | 60201 | N/A | PC | Scholarship fund for the 2023-2024 Academic year | $43,180 | |
| NORTHEAST STATE TECHNICAL COMMUNITY COLLEGE FOUNDA | ||||||||
| PO BOX 246 | BLOUNTVILLE | TN | 37617 | N/A | PC | Scholarship Fund | $500 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | General & Unrestricted | $500 | |
| OAK PARK HIGH SCHOOL | ||||||||
| 899 N KANAN RD | OAK PARK | CA | 91377 | N/A | GOV | Rocket team | $1,000 | |
| OCOEE HIGH | ||||||||
| 1925 OCOEE CROWN POINT PKWY | OCOEE | FL | 34761 | N/A | GOV | STEM program | $1,000 | |
| Emma L Anglin | ||||||||
| OKLAHOMA STATE UNIVERSITY | STILLWATER | OK | 74078 | none | I | Scholarship Grant | $1,000 | 113 STUDENT UNION |
| ORANGE COUNTY HIGH SCHOOL | ||||||||
| 201 SELMA RD | ORANGE | VA | 22960 | N/A | GOV | Robotics Program | $500 | |
| ORANGE COUNTY PUBLIC SCHOOLS | ||||||||
| 200 DAILEY DR | ORANGE | VA | 22960 | N/A | GOV | STEM programs | $2,500 | |
| ORANGE COUNTY PUBLIC SCHOOLS | ||||||||
| 200 DAILEY DR | ORANGE | VA | 22960 | N/A | GOV | Drone Simulator Components for Smart Community STEm camp | $2,000 | |
| ORBITAL LAUNCH VEHICLE TEAM AT VIRGINIA TECH | ||||||||
| 501 INDUSTRIAL PARK RD | BLACKSBURG | VA | 24060 | N/A | PC | Orbital Launch Vehicle Team at Virginia Tech | $1,000 | |
| ORLANDO MATH CIRCLE INC | ||||||||
| 531 VERSAILLES DR | MAITLAND | FL | 32751 | N/A | PC | Annual Math Festival | $3,500 | |
| ORLANDO SCIENCE CENTER INC | ||||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | N/A | PC | the Annual Fund | $3,000 | |
| Marissa C Hearnsberger | ||||||||
| OUACHITA BAPTIST UNIVERSITY | ARKADEIPHIA | AR | 71998 | none | I | Scholarship grant | $1,000 | OBU BOX 3772 |
| PACIFIC SCIENCE CENTER FOUNDATION | ||||||||
| 200 2ND AVE N | SEATTLE | WA | 98109 | N/A | PC | School Group Visit Assistance | $3,000 | |
| PALM BEACH COUNTY SHERIFFS FOUNDATION | ||||||||
| 3228 GUN CLUB RD | WEST PALM BEACH | FL | 33406 | N/A | PC | STEM Scholarship fund, Sheriff's Youth Scholarship program (SYSP) | $2,500 | |
| PARKERS CHAPEL HIGH SCHOOL | ||||||||
| 401 PARKERS CHAPEL RD | EL DORADO | AR | 71730 | N/A | GOV | Project Lead the Way | $2,500 | |
| Passaic Academy for Science and Engineering | ||||||||
| 291 LAFAYETTE AVE | Passaic | NJ | 07055 | N/A | GOV | STEM programs | $2,000 | |
| PEARL RIVER COUNTY SCHOOL DISTRICT | ||||||||
| 7441 HWY 11 | CARRIERE | MS | 39426 | N/A | GOV | Science Olympiad Club | $500 | |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||
| 105 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GOV | SEDS at Penn State | $1,000 | |
| PICAYUNE SCHOOL DISTRICT | ||||||||
| 706 GOODYEAR BLVD | PICAYUNE | MS | 39466 | N/A | GOV | Pearl River County FIRST Robotics | $1,000 | |
| PORTER RANCH COMMUNTIY SCHOOL | ||||||||
| 12450 MASON AVE | PORTER RANCH | CA | 91326 | N/A | GOV | STEM programs | $1,000 | |
| PROJECT 691 ROBOTICS | ||||||||
| 23638 NEWHALL AVE STE 6 PMB 507 | NEWHALL | CA | 91321 | N/A | PC | FRC Season 2023 | $1,000 | |
| PURDUE RESEARCH FOUNDATION | ||||||||
| 1281 WIN HENTSCHEL BLVD STE 2500 | W LAFAYETTE | IN | 47906 | N/A | PC | General & Unrestricted | $500 | |
| RECREATE | ||||||||
| 6827 LONETREE BLVD 105 | ROCKLIN | CA | 95765 | N/A | PC | STEAM program | $1,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| WOLVERINE TOWER 3003 S STATE ST STE | ANN ARBOR | MI | 48109 | N/A | PC | General & Unrestricted | $200 | |
| Nancy R Samayoa | ||||||||
| REGENTS UNIVERSITY | LOS ANGELES | CA | 90095 | none | I | Scholarship grant | $1,000 | 1125 MURPHY HALL 405 HILGARD AVE |
| RENAISSANCE LEARNING CENTER INC | ||||||||
| 400 ROYAL PALM BEACH BLVD | ROYAL PLM BCH | FL | 33411 | N/A | PC | General & Unrestricted | $500 | |
| RHONDAS PROMISE | ||||||||
| 3349 S FEDERAL HWY APT D | BOYNTON BEACH | FL | 33435 | N/A | PC | Girls Chat Conference - 2nd Annual | $2,000 | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||
| 5500 WABASH AVE CM 21 | TERRE HAUTE | IN | 47803 | N/A | PC | General & Unrestricted | $500 | |
| Royal High | ||||||||
| 1402 ROYAL AVE | Simi Valley | CA | 93065 | N/A | GOV | Royal Robotics Team | $1,000 | |
| SACRAMENTO COUNTY OFFICE OF EDUCATION | ||||||||
| PO BOX 269003 | SACRAMENTO | CA | 95826 | N/A | GOV | 2023 Girls in STEM | $1,000 | |
| SAINT JOHN PAUL THE GREAT CATHOLIC HIGH SCHOOL | ||||||||
| 17700 DOMINICAN DR | DUMFRIES | VA | 22026 | N/A | PC | General & Unrestricted | $1,000 | |
| Science Hill High School | ||||||||
| 1509 JOHN EXUM PKWY | Johnson City | TN | 37604 | N/A | GOV | Robotics team | $500 | |
| SIERRA CANYON HIGH SCHOOL FOUNDATION | ||||||||
| 11052 INDEPENDENCE AVE | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $250 | |
| SIERRA COLLEGE FOUNDATION | ||||||||
| 5100 SIERRA COLLEGE BLVD | ROCKLIN | CA | 95677 | N/A | PC | Engineering Dept | $1,000 | |
| SILENT BOT DEADLY STEM EDUCATION INC | ||||||||
| 501 KEEFER ST | FOLSOM | CA | 95630 | N/A | PC | Robotics Team | $1,000 | |
| Simi Valley High | ||||||||
| 5400 COCHRAN ST | Simi Valley | CA | 93063 | N/A | GOV | Robotics team | $1,000 | |
| SMALL MANUFACTURERS INSTITUTE | ||||||||
| 1603 DON CARLOS AVE | GLENDALE | CA | 91208 | N/A | PC | Fast Break program | $1,000 | |
| SNOHOMISH SCHOOL DISTRICT | ||||||||
| 1601 AVE D | SNOHOMISH | WA | 98290 | N/A | GOV | Robotics program | $1,000 | |
| SOCIETY OF WOMEN ENGINEERS | ||||||||
| PO BOX 4084 | DAVIS | CA | 95617 | N/A | PC | Sacramento Valley SWE Scholarship fund | $1,000 | |
| SOIL BORN FARM URBAN AGRICULTURE PROJECT | ||||||||
| 2140 CHASE DR | RaNCHO CORDOVA | CA | 95670 | N/A | PC | STEM Programming | $2,000 | |
| Jillian P Gorman | ||||||||
| SOUTH ARKANSAS COMMUNITY COLLEGE | EL DORADO | AR | 71731 | none | I | Scholarship grant | $1,000 | PO BOX 7010 |
| Jayla R Carter | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Layla Rose | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Shelby Pedigo | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Madeline A Todd Couture | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Noah Hearnsberger | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Alivia K Lindsey | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Demetrios A Guzman | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| SOUTHERN ARKANSAS UNIVERSITY | ||||||||
| 100 E UNIVERSITY MSC 9403 | MAGNOLIA | AR | 71753 | N/A | GOV | Engineering department | $8,750 | |
| Connor Hamilton | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| Lauren Petty | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY TECH | CAMDEN | AR | 71711 | none | I | Scholarship Grant | $1,000 | PO BOX 3499 |
| SOUTHERN ARKANSAS UNIVERSITY TECH FOUNDATION | ||||||||
| PO BOX 3499 | CAMDEN | AR | 71711 | N/A | PC | STEM program | $6,000 | |
| Myla Rawls | ||||||||
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | MANCHESTER | NH | 03106 | none | I | Scholarship grant | $1,000 | 2500 N RIVER RD |
| SPOTSYLVANIA HIGH SCHOOL | ||||||||
| 6975 COURTHOUSE RD | SPOTSYLVANIA | VA | 22551 | N/A | GOV | Rocketry Team | $1,000 | |
| ST GEORGES CENTER | ||||||||
| 21 W 22ND ST | RIVIERA BEACH | FL | 33404 | N/A | PC | Garden Grown Center - an Aquaponic Garden | $3,000 | |
| ST LUCIE COUNTY EDUCATION FOUNDATION INC | ||||||||
| 9461 BRANDYWINE LN | PORT ST LUCIE | FL | 34986 | N/A | PC | Robotics program | $2,500 | |
| ST MARTIN MIDDLE SCHOOL | ||||||||
| 10800 YELLOW JACKET BLVD | Ocean Springs | MS | 39564 | N/A | GOV | 4th, 5th and 6th Grade Space STEM | $500 | |
| STUDENT BODY OF BREA OLINDA HIGH SCHOOL | ||||||||
| 789 WILDCAT WAY | BREA | CA | 92821 | N/A | PC | FIRST robotics team | $1,000 | |
| SULPHUR SPRINGS ELEMENTARY SCHOOL | ||||||||
| 1518 GRAY STA SULPHUR SPRINGS ROAD | JONESBOROUGH | TN | 37659 | N/A | GOV | Partners in Education | $1,250 | |
| Sunrise Elementary | ||||||||
| 14075 172 AV NE | Redmond | WA | 98052 | N/A | GOV | General & Unrestricted | $300 | |
| SWERVE ROBOTICS INC | ||||||||
| 18606 201ST AVE NE | WOODINVILLE | WA | 98077 | N/A | PC | SWERVE Robotics | $1,000 | |
| Ava R Lubkemann | ||||||||
| SYRACUSE UNIVERSITY | SYRACUSE | NY | 13244 | none | I | Scholarship grant | $1,000 | 640 SKYTOP RD FL 2 |
| TEAM 1912 BOOSTER CLUB | ||||||||
| PO BOX 452 | SLIDELL | LA | 70459 | N/A | PC | Team 1912 FIRST Robotics | $1,000 | |
| THE BLACKBAUD GIVING FUND | ||||||||
| 65 FAIRCHILD ST | CHARLESTON | SC | 29492 | N/A | PC | General Support | $10,195 | |
| THE BLACKBAUD GIVING FUND | ||||||||
| 65 FAIRCHILD ST | CHARLESTON | SC | 29492 | N/A | PC | General & Unrestricted | $13,750 | |
| THE BUSCH WILDLIFE SANCTUARY INC | ||||||||
| 17855 ROCKY PINES RD | JUPITER | FL | 33478 | N/A | PC | STEM program | $1,000 | |
| THE COLLEGE OF THE CANYONS FOUNDATION | ||||||||
| 26455 ROCKWELL CANYON RD | VALENCIA | CA | 91355 | N/A | PC | Launch Experiments | $1,500 | |
| THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOG | ||||||||
| ONE CASTLE POINT ON HUDSON | HOBOKEN | NJ | 07030 | N/A | PC | General & Unrestricted | $1,000 | |
| THE UCLA FOUNDATION | ||||||||
| 7256 BOELTER HALL BOX 951600 | LOS ANGELES | CA | 90095 | N/A | PC | Rocket Project at UCLA | $5,000 | |
| THOMAS JEFFERSON HIGH SCHOOL | ||||||||
| 6560 BRADDOCK RD | ALEXANDRIA | VA | 22312 | N/A | GOV | Rocketry Club and STEM programs | $1,000 | |
| Emily E Graves | ||||||||
| THREE RIVERS COLLEGE | POPLAR BLUFF | MO | 63901 | none | I | Scholarship Grant | $1,000 | 2080 THREE RIVERS BLVD |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $30 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| STE 1400 STEINBERG-DIETRICH HALL | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $250 | |
| U S SPACE & ROCKET CENTER EDUCATION FOUNDATION | ||||||||
| 1 TRANQUILITY BASE | HUNTSVILLE | AL | 35805 | N/A | SO III FI | space camp scholarship fund | $2,500 | |
| UNITED STATES NAVAL ACADEMY FOUNDATION INC | ||||||||
| 301 KING GEORGE ST | ANNAPOLIS | MD | 21402 | N/A | PC | General & Unrestricted | $1,100 | |
| UNITED WAY OF EAST TENNESSEE HIGHLANDS | ||||||||
| 1907 N ROAN ST STE 409 | JOHNSON CITY | TN | 37601 | N/A | PC | Annual fund | $1,000 | |
| UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION | ||||||||
| SHELBIE KING HALL 304 | HUNTSVILLE | AL | 35899 | N/A | PC | Alabama Space Grant Consortium - Scholarship & Fellowship fund | $4,500 | |
| UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION | ||||||||
| SHELBIE KING HALL 304 | HUNTSVILLE | AL | 35899 | N/A | PC | AR Propulsion Scholarship fund, EXploring Collaborations to Inspire Transformations in Education-EXCITE, InSPIRESS, and RAMP Up programs | $9,000 | |
| Mckinzie Rogers | ||||||||
| UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | none | I | Scholarship grant | $1,000 | 1 UNIVERSITY OF ARKANSAS |
| Mason Cooper | ||||||||
| UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | none | I | Scholarship grant | $1,000 | 1 UNIVERSITY OF ARKANSAS |
| Tristan Jones | ||||||||
| UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | none | I | Scholarship grant | $1,000 | 1 UNIVERSITY OF ARKANSAS |
| UNIVERSITY OF ARKANSAS | ||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | N/A | GOV | Engineering Program | $6,000 | |
| Michal Griffith | ||||||||
| UNIVERSITY OF ARKANSAS | LITTLE ROCK | AR | 72204 | none | I | Scholarship grant | $1,000 | 2801 S UNIVERSITY AVE |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | ||||||||
| 1200 N UNIVERSITY MAIL SLOT 49 | PINE BLUFF | AR | 71601 | N/A | PC | STEM Academy | $6,000 | |
| Sagar Varma | ||||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | none | I | Scholarship grant | $1,000 | 4219 CHEADLE HALL 4TH FL |
| Maria Valdivia | ||||||||
| UNIVERSITY OF CALIFORNIA | DAVIS | CA | 95616 | none | I | Scholarship grant | $1,000 | 944 GARROD DR |
| Amanda M Moore | ||||||||
| UNIVERSITY OF CENTRAL ARKANSAS | CONWAY | AR | 72035 | none | I | Scholarship grant | $1,000 | 201 DONAGHEY AVE STE 200 |
| Shaqunda Davis | ||||||||
| UNIVERSITY OF CENTRAL ARKANSAS | CONWAY | AR | 72035 | none | I | Scholarship grant | $1,000 | 201 DONAGHEY AVE STE 200 |
| Zykelius L Johnson | ||||||||
| UNIVERSITY OF CENTRAL ARKANSAS | CONWAY | AR | 72035 | none | I | Scholarship grant | $1,000 | 201 DONAGHEY AVE STE 200 |
| I'Shanna Ellis | ||||||||
| UNIVERSITY OF CENTRAL ARKANSAS | CONWAY | AR | 72035 | none | I | Scholarship grant | $1,000 | 201 DONAGHEY AVE STE 200 |
| Jordan Metellus | ||||||||
| UNIVERSITY OF CENTRAL FLORIDA | ORLANDO | FL | 32816 | none | I | Scholarship grant | $1,000 | PO BOX 160113 |
| Julia Bernstein | ||||||||
| UNIVERSITY OF CENTRAL FLORIDA | ORLANDO | FL | 32816 | none | I | Scholarship grant | $1,000 | PO BOX 160113 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||||
| 12424 RESEARCH PKWY STE 250 | ORLANDO | FL | 32826 | N/A | PC | College of Sciences Advancing Women in Science and mathematics | $3,500 | |
| UNIVERSITY OF FLORIDA | ||||||||
| STE 1250 EAST CAMPUS BUILDIN | GAINESVILLE | FL | 32611 | N/A | GOV | Swamp Launch Rocket Team | $3,000 | |
| UNIVERSITY OF FLORIDA | ||||||||
| 2614 SE DIXIE HWY | STUART | FL | 34996 | N/A | PC | Martin County High School FIRST robotics team | $2,000 | |
| Haley G Martin | ||||||||
| UNIVERSITY OF LYNCHBURG | LYNCHBURG | VA | 24501 | none | I | Scholarship grant | $500 | 1501 LAKESIDE DR |
| Grey D Myers | ||||||||
| UNIVERSITY OF MARY WASHINGTON | FREDERICKSBURG | VA | 22401 | none | I | Scholarship grant | $1,000 | 1301 COLLEGE AVE |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | ||||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | N/A | PC | Terrapin Rocket Team | $500 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $200 | |
| Kyerre Billingly | ||||||||
| UNIVERSITY OF NORTH DAKOTA | GRAND FORKS | ND | 58202 | none | I | Scholarship grant | $1,000 | 264 CENTENNIAL DR STOP 8373 |
| Jasmine Sanchez | ||||||||
| UNIVERSITY OF NORTH TEXAS | DENTON | TX | 76203 | none | I | Scholarship grant | $1,000 | POST OFC BOX 311247 |
| Troy Kadonaga | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90089 | none | I | Scholarship grant | $1,000 | 3551 TROUSDALE PKWY ADM 160 |
| Jefferson Matricardi | ||||||||
| UNIVERSITY OF VIRGINIA | CHARLOTTESVILLE | VA | 22904 | none | I | Scholarship grant | $1,000 | PO BOX 400204 |
| Afnan R Akhand | ||||||||
| UNIVERSITY OF VIRGINIA | CHARLOTTESVILLE | VA | 22904 | none | I | Scholarship grant | $1,000 | PO BOX 400204 |
| UNIVERSITY OF VIRGINIA ANNUAL FUND | ||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | General & Unrestricted | $1,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | GOV | General & Unrestricted | $1,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | GOV | Society for Advanced Rocket Propulsion | $1,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| BOX 355726 224 GOULD HALL | SEATTLE | WA | 98195 | N/A | PC | Women in Aerospace | $2,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $150 | |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | Senior Capstone Design UW Aeronautics and Astronautics department | $5,000 | |
| Abraham F Kamdem | ||||||||
| VIRGINIA POLYTECHNIC INSTITUTE | BLACKSBURG | VA | 24061 | none | I | scholarship grant | $500 | 800 WASHINGTON ST SW STE 150 |
| VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSIT | ||||||||
| 800 WASHINGTON ST SW STE 150 | BLACKSBURG | VA | 24061 | N/A | GOV | Rocketry at Virginia Tech | $1,000 | |
| Jason Manne | ||||||||
| VIRGINIA POLYTECHNIC INSTITUTE | BLACKSBURG | VA | 24061 | none | I | Scholarship grant | $500 | 800 WASHINGTON ST SW STE 150 |
| Andy Le | ||||||||
| VIRGINIA POLYTECHNIC INSTITUTE | BLACKSBURG | VA | 24061 | none | I | Scholarship grant | $500 | 800 WASHINGTON ST SW STE 150 |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| 902 PRICES FORK RD STE 4500 | BLACKSBURG | VA | 24061 | N/A | PC | General & Unrestricted | $750 | |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| 902 PRICES FORK RD STE 4500 | BLACKSBURG | VA | 24061 | N/A | PC | Rocketry at Virginia Tech | $1,000 | |
| VIRGINIAFIRST | ||||||||
| 2500 WEST BROAD ST | RICHMOND | VA | 23220 | N/A | PC | STEM Scholarship fund | $2,000 | |
| VOCATIONAL STEAM WORKS | ||||||||
| 392 N WESTWIND DR | EL CAJON | CA | 92020 | N/A | PC | rocketry program | $1,500 | |
| WAKEFIELD SCHOOL INC | ||||||||
| PO BOX 107 | THE PLAINS | VA | 20198 | N/A | PC | General & Unrestricted | $500 | |
| WASHINGTON AEROSPACE SCHOLARSFOUNDATION | ||||||||
| 9404 EAST MARGINAL WAY S | SEATTLE | WA | 98108 | N/A | PC | Washington Aerospace Scholarship fund | $1,500 | |
| WASHINGTON FIRST ROBOTICS | ||||||||
| 22426 72ND AVE S | KENT | WA | 98032 | N/A | PC | Redmond Robotics | $1,500 | |
| WASHINGTON FIRST ROBOTICS | ||||||||
| 22426 72ND AVE S | KENT | WA | 98032 | N/A | PC | Chickenados Robotics Team | $1,000 | |
| WASHINGTON STATE UNIVERSITY | ||||||||
| PO BOX 641024 | PULLMAN | WA | 99164 | N/A | PC | engineering student design project | $5,000 | |
| WEST VALLEY BOYS & GIRLS CLUB | ||||||||
| 7245 REMMET AVE | CANOGA PARK | CA | 91303 | N/A | PC | STEM programs | $8,000 | |
| WEST VIEW ELEMENTARY SCHOOL | ||||||||
| 2847 OLD STATE RTE 34 | LIMESTONE | TN | 37681 | N/A | GOV | Partners in Education | $1,250 | |
| WESTRIDGE SCHOOL FOR GIRLS | ||||||||
| 324 MADELINE DR | PASADENA | CA | 91105 | N/A | PC | Rocketry Program | $1,000 | |
| Westwood Regional High School | ||||||||
| 701 RIDGEWOOD RD | TOWNSHIP OF WASHINGTON | NJ | 07676 | N/A | GOV | STEM programs | $2,000 | |
| Charis Xiong | ||||||||
| WILLIAM MARSH RICE UNIVERSITY | HOUSTON | TX | 77251 | none | I | Scholarship grant | $1,000 | PO BOX 1982 MS-84 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L | ||||||||
| 11336 CORBIN AVE | PORTER RANCH | CA | 91326 | N/A | PC | STEM programs | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $526,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,540 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$183,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $157,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,194 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (172 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 2.950% - 11/21/20 | $11,566 | $10,404 |
| ABBVIE INC - 3.200% - 11/21/20 | $22,934 | $22,695 |
| ADVANCE AUTO PARTS - 5.950% - | $5,674 | $5,741 |
| AECOM - 5.125% - 03/15/2027 | $6,704 | $5,833 |
| AIR LEASE CORP MTN - 3.250% - | $10,553 | $9,644 |
| AMAZON.COM INC - 4.650% - 12/0 | $98,464 | $96,229 |
| AMERICAN ELEC PWP - 5.625% - 0 | $10,364 | $10,017 |
| AMERICAN EXPRESS CREDIT MTN BO | $21,112 | $18,766 |
| APPLE - 3.000% - 11/01/2027 | $24,926 | $23,620 |
| ARCONIC - 6.750% - 01/15/2028 | $6,125 | $5,160 |
| ARCONIC INC - 5.900% - 02/01/2 | $6,117 | $6,039 |
| ASBURY AUTOMOTIVE GROUP INC SE | $6,351 | $5,394 |
| AT&T - 4.250% - 03/01/2027 | $20,793 | $19,495 |
| AUTOMATIC DATA PROCESSING - 3. | $19,978 | $19,442 |
| BALL CORP - 4.875% - 03/15/202 | $5,948 | $5,879 |
| BALL CORP - 6.000% - 06/15/202 | $6,046 | $5,987 |
| BALL CORP NOTE - 6.875% - 03/1 | $3,026 | $3,066 |
| BANK AMER CORP - 2.456% - 10/2 | $11,499 | $10,650 |
| BANK NEW YORK - 3.650% - 02/04 | $19,927 | $19,918 |
| BANK OF AMERICA CORP - 2.299% | $12,706 | $10,205 |
| BATH & BODY WORKS - 5.250% - 0 | $5,791 | $5,764 |
| BK OF AMERICA CORP SER M - 3.9 | $25,780 | $23,315 |
| BK OF AMERICA CORP SER N - 6.2 | $97,892 | $95,094 |
| BK OF AMERICA PERP - 4.300% - | $5,460 | $5,540 |
| BLACKROCK INC - 4.750% - 05/25 | $24,188 | $24,305 |
| BOEING CO NOTE CALL MAKE WHOLE | $11,009 | $10,279 |
| BOYD GAMING - 4.750% - 12/01/2 | $5,910 | $5,680 |
| CALLON PETE CO DEL SER B NOTE | $5,850 | $5,941 |
| CAPITAL ONE - 4.200% - 10/29/2 | $10,511 | $9,596 |
| CAPITAL ONE FINL CORP NOTE - 5 | $25,137 | $24,017 |
| CARPENTER TECH - 7.625% - 03/1 | $5,981 | $6,091 |
| CARPENTER TECHNOLOGYCORP NOTE | $6,608 | $5,895 |
| CCO HLDGS LLC / CCO HLDGS CAP | $6,580 | $5,766 |
| CDW LLC - 5.500% - 12/01/2024 | $5,304 | $4,946 |
| CEDAR FAIR LP - 5.375% - 04/15 | $5,985 | $5,851 |
| CENTENE CORP DEL SER B - 4.250 | $5,749 | $5,664 |
| CENTURY COMMUNITIES INC SER B | $6,438 | $6,001 |
| CHARTER COMMUNICATIONS OPER - | $1,584 | $1,617 |
| CHARTER COMMUNICATIONS OPER - | $6,596 | $5,904 |
| CHEMOURS CO NOTE CALL MAKE WHO | $6,415 | $5,703 |
| CHENIERE CORPUS CHRISTI HLDGS | $11,096 | $11,002 |
| CHEVRON CORP - 2.954% - 05/16/ | $24,422 | $23,946 |
| CISCO SYSTEMS - 2.500% - 09/20 | $21,517 | $18,847 |
| CITIGROUP INC - 3.887% - 01/10 | $17,383 | $15,224 |
| CITIGROUP INC NOTE - 6.270% - | $24,390 | $25,772 |
| CLEVELAND-CLIFFS INCNEW SER B | $6,255 | $5,890 |
| COMCAST CORP - 4.550% - 01/15/ | $99,130 | $96,238 |
| COMMERCIAL METALS CO NOTE - 3. | $6,672 | $5,940 |
| CONOCOPHILLIPS NOTE CALL MAKE | $19,697 | $19,758 |
| CREDIT ACCEP CORP MICH - 6.625 | $6,294 | $5,917 |
| CRESTWOOD MIDSTREAM PRTNRS - 5 | $5,944 | $5,973 |
| CROWDSTRIKE HLDGS INC NOTE - 3 | $6,430 | $6,148 |
| CROWN AMERS LLC - 4.250% - 09/ | $5,525 | $5,738 |
| CROWN AMERS LLC - 5.250% - 04/ | $5,763 | $5,675 |
| CROWN CORK &SEAL INCBOND CALL | $6,108 | $5,114 |
| DCP MIDSTREAM OPERATING PL - 5 | $6,210 | $5,990 |
| DEERE JOHN CAPITAL CORP MTN - | $19,597 | $17,425 |
| DELL INC - 6.500% - 04/15/2038 | $5,369 | $5,177 |
| DELTA AIR LINES INC - 2.900% - | $3,873 | $3,873 |
| DELTA AIR LINES INC NOTE CALL | $6,372 | $6,145 |
| DOW CHEMICAL CO NOTE CALL MAKE | $24,396 | $20,588 |
| DOW DUPONT - 4.493% - 11/15/20 | $26,196 | $24,592 |
| DUKE ENERGY CORP - 4.300% - 03 | $14,166 | $14,448 |
| EDISON INTL - 5.750% - 06/15/2 | $5,792 | $5,029 |
| ENCOMPASS - 4.750% - 02/01/203 | $6,277 | $5,450 |
| ENCOMPASS HEALTH CORP - 4.500% | $6,135 | $5,610 |
| ENERGY TRANSFER OPERATING LP - | $10,314 | $9,821 |
| ENLINK MIDSTREAM PARTNERS LP N | $5,850 | $5,839 |
| EQM MIDSTREAM PARTNERS - 5.500 | $4,463 | $4,860 |
| EQUIREANS MIDSTREAM CORP - 6.5 | $5,450 | $5,512 |
| FIFTH THIRD BANCORP - 3.650% - | $20,271 | $19,921 |
| FIRSTENERGY CORP - 3.900% - 06 | $5,971 | $5,707 |
| FLUOR CORP NOTE CALL MAKE WHOL | $6,144 | $5,605 |
| FORD MOTOR COMPANY - 4.346% - | $5,763 | $5,677 |
| FORD MTR CO - 9.625% - 04/22/2 | $4,310 | $4,579 |
| GENERAL MOTORS FINANCIAL COMPA | $11,153 | $9,737 |
| GENERAL MTRS - 5.400% - 04/06/ | $6,010 | $5,972 |
| GOLDMAN SACHS GROUP INC - 1.09 | $9,663 | $9,995 |
| GOLDMAN SACHS GROUP INC - 2.65 | $16,225 | $15,917 |
| GRIFFON CORP SER B NOTE - 5.75 | $6,340 | $5,665 |
| HB FULLER - 4.250% - 10/15/202 | $6,135 | $5,374 |
| HCA INC - 5.375% - 02/01/2025 | $6,293 | $5,965 |
| HEWLETT PACKARD - 4.900% - 10/ | $10,179 | $9,900 |
| HEXCEL 3.95% 2/15/2027 - 3.950 | $1,865 | $1,904 |
| HILLENBRAND INC NOTE CALL MAKE | $6,030 | $4,978 |
| HILTON DOMESTIC INC SER B - 4. | $5,989 | $5,647 |
| HILTON WORLDWIDE - 4.875% - 04 | $11,815 | $11,669 |
| HOME DEPOT INC - 2.125% - 09/1 | $19,356 | $18,591 |
| HUNTINGTON BANCSHARES INC - 2. | $21,036 | $16,438 |
| INTERCONTINENTAL EXCHANGE INC | $20,006 | $19,280 |
| INTERNATIONAL BUSINESS - 4.500 | $99,642 | $96,401 |
| KEYCORP - 2.550% - 10/01/2029 | $23,436 | $20,105 |
| LAMAR MEDIA CORP SER B NOTE - | $5,403 | $5,525 |
| LAMAR MEDIA CORP SER B NOTE CA | $6,310 | $5,685 |
| LIMITED BRANDS - 6.750% - 07/0 | $4,923 | $4,651 |
| LOWES COS INC NOTE CALL - 2.50 | $18,471 | $18,815 |
| LOWES COS INC NOTE CALL MAKE W | $98,950 | $96,389 |
| MACYS RETAIL HLDGS INC NOTE - | $5,180 | $5,215 |
| MAGIC SOFTWARE ENTERPRISES LTD | $6,235 | $5,676 |
| MCDONALDS CORP - 3.700% - 01/3 | $26,058 | $24,286 |
| MERITAGE HOMES CORP - 6.000% - | $1,010 | $990 |
| MGM RESORTS - 5.750% - 06/15/2 | $5,488 | $5,966 |
| MGM RESORTS INTERNATIONAL NOTE | $6,494 | $5,812 |
| MORGAN STANLEY - 1.512% - 07/2 | $11,716 | $10,768 |
| MORGAN STANLEY - 3.772% - 01/2 | $26,712 | $23,312 |
| MURPHY OIL CORP NOTE CALL MAKE | $5,864 | $5,912 |
| NIKE INC - 2.850% - 03/27/2030 | $21,258 | $18,810 |
| NORTHERN TR CORP NOTE - 6.125% | $10,648 | $10,289 |
| NRG ENERGY INC SER B - 5.750% | $5,735 | $5,853 |
| OLIN CORP NOTE - 5.625% - 08/0 | $5,544 | $4,773 |
| OLIN CORP SR NOTE - 5.000% - 0 | $1,818 | $1,835 |
| ONEMAIN FIN - 9.000% - 01/15/2 | $5,997 | $6,181 |
| OTIS WORLDWIDE CORP SER B NOTE | $9,697 | $8,556 |
| PACIFIC GAS & ELEC CO - 5.450% | $6,112 | $5,919 |
| PACIFIC GAS &ELEC - 4.950% - 0 | $5,698 | $5,569 |
| PATTERSON-UTI ENERGYINC SER B | $5,968 | $5,504 |
| PBF HLDG - 6.000% - 02/15/2028 | $5,640 | $5,763 |
| PDC ENERGY INC SER B NOTE - 5. | $6,260 | $5,980 |
| PENSKE AUTOMOTIVE GRP INC NOTE | $6,079 | $5,772 |
| PFIZER INVT - 4.750% - 05/19/2 | $19,975 | $19,442 |
| PG&E - 5.250% - 07/01/2030 | $6,101 | $5,610 |
| PHILLIPS 66 - 2.150% - 12/15/2 | $23,450 | $20,346 |
| PILGRIMS PRIDE CORP - 6.250% - | $5,852 | $5,902 |
| QVC INC 5.450% 8/15/2034 - 5.4 | $5,978 | $3,314 |
| RADIAN GROUP INC NOTE CALL MAK | $6,795 | $5,970 |
| RANGE RES CORP NOTE - 4.875% - | $6,323 | $5,905 |
| REGIONS FINANCIAL CORP NEW NOT | $21,128 | $18,783 |
| ROYAL CARIBBEAN - 3.700% - 03/ | $6,463 | $6,257 |
| RYMAN HOSPITALITY PROPERTIES - | $6,124 | $5,698 |
| SBA COMMUNICATIONS CORP SER B | $6,370 | $6,096 |
| SBA COMMUNICATIONS CORP SER B | $6,278 | $5,647 |
| SEAGATE HDD CAYMAN - 4.875% - | $5,805 | $5,815 |
| SEAGATE HDD CAYMAN NOTE CALL - | $5,767 | $4,586 |
| SERVICE CORP INTL - 5.125% - 0 | $6,525 | $5,730 |
| SHEA HOMES LP - 4.750% - 02/15 | $3,607 | $3,730 |
| SIMON PPTY GROUP LP - 3.375% - | $25,127 | $24,496 |
| SM ENERGY COMPANY NOTE CALL MA | $6,156 | $5,945 |
| SOUTHWESTERN ENERGY CO SER B N | $7,334 | $6,659 |
| SPIRIT AEROSYSTEMS - 3.850% - | $5,663 | $5,677 |
| SPRINT CAPITAL CORP - 6.875% - | $6,352 | $6,352 |
| SPRINT CORP SR GLBL NT - 7.125 | $5,765 | $5,025 |
| SPRINT CORPORATION - 7.625% - | $5,978 | $5,186 |
| STATE STR CORP NOTE - 2.354% - | $20,035 | $19,364 |
| T MOBILE USA INC NOTE CALL MAK | $24,312 | $24,223 |
| TALOS PRODTN - 12.000% - 01/15 | $6,471 | $6,210 |
| TEGNA INC SER B NOTE - 5.000% | $6,203 | $6,213 |
| TELEFLEX INC - 4.625% - 11/15/ | $6,098 | $5,685 |
| TENET HEALTHCARE CORP - 6.120% | $5,610 | $5,844 |
| TENET HEALTHCARE CORP SER B NO | $5,820 | $5,896 |
| TENET HEALTHCARE CORP SER B NO | $5,575 | $5,817 |
| TORONTO DOMINION BANK - 5.103% | $9,996 | $9,967 |
| TRANSDIGM INC - 7.500% - 03/15 | $5,500 | $6,001 |
| TRANSDIGM INC SER B NOTE - 5.5 | $6,273 | $5,773 |
| TRAVEL + LEISURE CO - 5.100% - | $5,638 | $4,986 |
| UNITED RENTALS - 5.250% - 01/1 | $5,550 | $5,727 |
| UNITED RENTALS NORTH AMER INC | $7,186 | $6,237 |
| UNITED STATES TREAS M-2029 - 3 | $28,278 | $27,408 |
| UNITEDHEALTH GROUP - 4.200% - | $25,239 | $23,550 |
| US BANCORP MTN - 1.375% - 07/2 | $26,901 | $20,670 |
| USA COM PART/USA COM FIN - 6.8 | $5,873 | $5,923 |
| VERIZON COMMUNICATIONS INC - 3 | $22,027 | $17,742 |
| VITAL ENERGY - 10.125% - 01/15 | $6,090 | $6,110 |
| WELLS FARGO & CO - 2.406% - 10 | $19,965 | $19,346 |
| WELLS FARGO & CO SER U MTN - 3 | $13,457 | $13,627 |
| WELLS FARGO &CO SER Q MTN - 2. | $2,092 | $1,910 |
| WESTERN DIGITAL CORP - 4.750% | $5,748 | $5,786 |
| WEYERHAEUSER REAL ESTATE CO NO | $6,465 | $5,955 |
| XPO CNW INC - 6.700% - 05/01/2 | $5,921 | $5,976 |
| YUM BRANDS INC NOTE - 5.375% - | $5,630 | $5,680 |
| YUM BRANDS INC NOTE CALL MAKE | $6,100 | $5,396 |
| ZIMMER BIOMET HOLDINGS INC NOT | $10,515 | $10,535 |
| ZOETIS INC - 3.000% - 09/12/20 | $19,583 | $18,604 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (172 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $61,506 | $62,574 |
| ABBVIE INC | $14,300 | $18,226 |
| ADVANCED MICRO DEVICES INC | $11,227 | $21,203 |
| AIRBNB | $22,325 | $30,448 |
| AIRBUS GROUP | $22,847 | $28,026 |
| ALLEGION PLC | $11,923 | $11,352 |
| ALLSTATE CORP | $32,972 | $36,811 |
| ALPHABET INC CL A | $90,422 | $186,867 |
| AMAZON COM | $101,659 | $179,252 |
| AMER INTERNATIONAL GROUP INC | $37,125 | $60,348 |
| AMERICAN EXPRESS CO | $15,072 | $16,052 |
| AMERICAN TOWER REIT INC | $8,922 | $10,857 |
| AMGEN INC | $17,658 | $19,684 |
| ANALOG DEVICES INC | $27,274 | $39,977 |
| ANHEUSER BUSCH COS INC | $65,760 | $75,516 |
| AON PLC CL A | $8,088 | $9,198 |
| APPLE INC | $34,895 | $136,954 |
| APPLIED MATERIALS INC | $8,214 | $20,670 |
| ARES MANAGEMENT CORPORATION | $5,233 | $7,296 |
| AUTOZONE INC | $12,263 | $28,709 |
| AVANTOR HOLDINGS INC | $20,622 | $18,342 |
| BANK OF AMERICA CORP | $38,482 | $38,173 |
| BECTON DICKINSON & CO | $20,161 | $19,839 |
| BERKSHIRE HATHAWAY INC. CLASS | $49,549 | $83,520 |
| BOEING CO | $17,224 | $20,847 |
| BOOKING HOLDINGS INC | $8,159 | $12,503 |
| BORG WARNER INC | $19,893 | $18,327 |
| BP PLC SPONSORED ADR | $18,793 | $16,875 |
| BRISTOL-MYERS SQUIBB CO | $45,866 | $32,097 |
| BROADCOM INC | $6,251 | $24,995 |
| CANADIAN NATURAL RESOURCES LTD | $6,507 | $21,910 |
| CARMAX INC | $29,426 | $29,093 |
| CARRIER GLOBAL | $1,437 | $4,728 |
| CATERPILLAR INC | $26,489 | $37,357 |
| CENCORA INC | $12,318 | $23,591 |
| CENOVUS ENERGY INC | $19,425 | $21,792 |
| CENTENE CORP | $20,844 | $20,630 |
| CENTERPOINT ENERGY | $5,892 | $8,227 |
| CHARLES SCHWAB CORP | $10,028 | $9,995 |
| CHENIERE ENERGY INC | $15,480 | $72,860 |
| CHEVRON CORP | $35,034 | $29,725 |
| CHUBB LIMITED | $14,141 | $21,337 |
| CIGNA CORPORATION | $14,399 | $18,402 |
| CISCO SYSTEMS INC | $19,199 | $19,981 |
| COCA COLA EUROPEAN PARTNERS PL | $9,241 | $12,552 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $15,523 | $14,991 |
| COLUMBIA CONVERTIBLE SECURITIE | $912,858 | $830,336 |
| CONOCOPHILLIPS | $56,857 | $77,201 |
| CRH PLC - AMERICAN DEPOSITARY | $15,449 | $22,339 |
| CROWN CASTLE INTL | $76,313 | $75,763 |
| DANAHER CORP | $17,125 | $30,817 |
| DEERE CO | $18,173 | $25,509 |
| DELAWARE EMERGING MARKETS FUND | $105,239 | $143,355 |
| DELAWARE SMALL CAP CORE FUND C | $104,230 | $134,745 |
| DELL TECHNOLOGIES INC CLASS C | $12,543 | $21,471 |
| DIAMONDBACK ENERGY INC | $12,657 | $12,970 |
| DISCOVER FINL SVCS COM | $27,857 | $26,040 |
| DOMINION ENERGY INC | $15,712 | $9,612 |
| DOVER CORP | $6,922 | $10,022 |
| DU PONT DE NEMOURS | $7,733 | $7,798 |
| EATON CORP PLC | $5,887 | $16,621 |
| EBAY INC | $23,318 | $23,376 |
| ELEVANCE HEALTH INC | $37,600 | $38,839 |
| EXTRA SPACE STORAGE | $17,530 | $18,614 |
| FERGUSON PLC | $16,200 | $19,704 |
| FIRST ENERGY CORP | $14,262 | $13,372 |
| FLEETCOR TECHNOLGIES INC | $17,906 | $17,797 |
| FORTIVE CORPORATION | $14,494 | $15,727 |
| FRANKLIN DYNATECH FUND | $84,944 | $159,260 |
| FREEPORT-MCMORAN COPPER & GOLD | $21,495 | $24,221 |
| GALLAGHER ARTHUR J & CO | $12,088 | $16,185 |
| GEN DYNAMICS CP | $32,826 | $50,135 |
| GENERAL MOTORS | $34,989 | $26,354 |
| GLOBAL PAYMENTS INC | $21,741 | $21,076 |
| GOLDMAN SACHS GROUP | $44,945 | $64,893 |
| HALLIBURTON COMPANY | $13,913 | $14,960 |
| HARTFORD FINANCIALSERVICES GRO | $11,768 | $17,273 |
| HCA INC | $21,426 | $29,807 |
| HOME DEPOT INC | $25,857 | $24,452 |
| HONEYWELL INTL | $15,067 | $13,910 |
| HOWMET AEROSPACE ORD SHS | $8,467 | $18,410 |
| HUMANA INC | $19,441 | $23,758 |
| ICON PLC - AMERICAN DEPOSITARY | $17,980 | $22,423 |
| INTERCONTINENTAL EXCHANGE, INC | $13,594 | $15,141 |
| INTUIT | $28,869 | $38,859 |
| INVESCO OPPENHEIMER DEVELOPING | $111,203 | $148,300 |
| INVESCO QQQ TRUST | $743,637 | $801,768 |
| INVESCO S&P 500 EQUAL WEIGHT E | $200,197 | $197,981 |
| JACOBS SOLUTIONS INC | $13,344 | $12,845 |
| JP MORGAN CHASE | $48,342 | $67,739 |
| KENVUE INC | $35,300 | $9,668 |
| KEURIG DR PEPPER INC | $20,880 | $18,342 |
| KKR & CO INC | $82,648 | $123,088 |
| KLA TENCOR CORP | $8,881 | $37,579 |
| L3HARRIS TECHNOLOGIES | $20,625 | $21,752 |
| LABORATORY CORP AMER HLDGS | $21,328 | $22,559 |
| LAM RESEARCH CORP | $4,706 | $10,739 |
| LEAR CORP | $16,309 | $16,184 |
| LEIDOS HOLDINGS INC | $13,303 | $15,454 |
| LENNAR CORP | $36,317 | $78,543 |
| LIBERTY MEDIA CORPORATION - SE | $3,104 | $49,591 |
| LKQ CORPORATION | $6,275 | $7,347 |
| LOCKHEED MARTIN CORP | $27,067 | $34,478 |
| LYONDELLBASELL INDUSTRIES NV | $11,923 | $15,406 |
| MAINSTAY CONVERTIBLE FUND CL I | $684,999 | $687,667 |
| MARATHON PETROLEUM CORP | $9,068 | $24,467 |
| MARSH AND MCLENNAN COMPANIES I | $8,720 | $12,962 |
| MARTIN MARIETTA MATLS INC | $12,181 | $17,654 |
| MASCO CORP | $12,004 | $13,927 |
| MCKESSON CORP | $10,653 | $18,822 |
| MEDTRONIC PLC | $25,469 | $17,836 |
| MGM RESORTS INTERNATIONAL | $12,202 | $11,083 |
| MICROCHIP TECHNOLOGY INC | $16,446 | $20,192 |
| MICRON TECHNOLOGY | $16,977 | $21,161 |
| MICROSOFT CORP | $62,665 | $98,138 |
| MODERNA, INC | $54,878 | $30,070 |
| MOHAWK INDS INC | $11,564 | $9,008 |
| MORGAN STANLEY | $73,340 | $84,100 |
| N V R INC | $28,114 | $43,088 |
| NASDAQ OMX GROUP | $57,301 | $57,794 |
| NICE SYSTEMS LTD | $6,552 | $7,400 |
| NXP SEMICONDUCTORS | $1,911 | $4,286 |
| OLIN CP | $7,136 | $6,175 |
| OMNICOM GROUP | $17,304 | $15,239 |
| ORACLE CORP | $31,412 | $39,744 |
| OTIS WORLDWIDE CORP | $10,128 | $13,898 |
| PARKER HANNIFIN CP | $17,010 | $26,857 |
| PEABODY ENERGY CORP | $8,772 | $7,986 |
| PEPSICO INC | $28,635 | $35,173 |
| PFIZER INC | $28,172 | $25,900 |
| PHILIP MORRIS INTL | $32,151 | $31,556 |
| PHILLIPS 66 | $13,463 | $13,405 |
| POLARIS INDUSTRIES | $25,342 | $17,566 |
| PRINCIPAL PREFERRED SECURITIES | $294,240 | $259,826 |
| QUALCOMM INC | $10,863 | $10,324 |
| RAYTHEON TECHNOLOGIES CORP | $30,581 | $32,185 |
| REGAL REXNORD CORP | $22,061 | $19,647 |
| SALESFORCE.COM | $65,974 | $91,188 |
| SANOFI-AVENTIS SPONSORED ADR | $29,218 | $28,424 |
| SBA COMMUNICATIONS CORP | $20,672 | $21,239 |
| SCHLUMBERGER LTD | $9,004 | $21,909 |
| SPDR S&P 500 ETF TRUST | $200,146 | $209,031 |
| SS&C TECHNOLOGIES INC | $39,495 | $32,912 |
| STATE STREET CORPORATION | $7,363 | $9,831 |
| STRYKER CORPORATION | $13,927 | $18,669 |
| T-MOBILE US INC | $20,484 | $23,771 |
| T. ROWE PRICE DIVIDEND GROWTH | $100,000 | $141,960 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $15,755 | $16,737 |
| TAKE-TWO INTERACTIVE SOFTWARE | $7,024 | $7,910 |
| TARGET CORPORATION | $24,204 | $25,156 |
| TECK RESOURCES LIMITED | $11,331 | $10,504 |
| TEXAS INSTRUMENTS INC | $65,338 | $58,946 |
| THERMO FISHER SCIENTIFIC INC | $24,275 | $22,805 |
| TRUIST FINANCIAL CORPORATION | $28,522 | $21,662 |
| ULTA SALON, COSMETICS & FRAGRA | $8,678 | $8,520 |
| UNION PACIFIC | $46,143 | $59,246 |
| UNITED RENTALS INC | $21,068 | $35,702 |
| UNITEDHEALTH GROUP INC | $22,967 | $31,519 |
| US FOODS HOLDING CORPORATION | $15,883 | $18,978 |
| VERALTO CORPORATION | $2,260 | $3,554 |
| VISA INC | $29,831 | $47,742 |
| WAL-MART STORES INC | $61,411 | $65,234 |
| WALT DISNEY HOLDINGS CO | $29,804 | $29,197 |
| WARNER BROS. DISCOVERY, INC | $39,261 | $33,200 |
| WASTE MANAGEMENT INC | $16,473 | $19,835 |
| WELLS FARGO & CO | $61,029 | $68,312 |
| WESCO INTL INC | $13,473 | $14,650 |
| WESTINGHOUSE AIR BRAKE TECHNOL | $10,250 | $14,337 |
| WHIRLPOOL CORP | $7,427 | $5,990 |
| WILLSCOT MOBILE MINI CL A | $6,690 | $6,717 |
| WISDOMTREE TRUST WISDOMTREE US | $520,218 | $721,885 |
| WORKDAY INC | $44,081 | $71,199 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $291,402 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $277,294 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE OR LOCAL FILING FEES | $120 | $120 | |
| Bank Charges | $201 | $201 | |
| Office Supplies | $22 | $22 | |
| Registered Agent Fee | $207 | $207 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT SERVICES | $89,669 | $89,669 | |
| Investment Management Services | $106,009 | $106,009 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $3,100 | |
| 990-PF Extension for 2022 | $1,100 | |
| Foreign Tax Paid | $1,206 | $1,206 |
Comments