THE NOMMONTU FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE NOMMONTU FOUNDATION INC (EIN 31-1787455)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-16
- IRS object ID
- 202431379349100408
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-16T10:58:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET SUITE 1700 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311787455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NOMMONTU FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A MARISA MULLER CHARITABLE FOUNDATIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FIDUCIARY TRUST | InCareOfNm |
| Business Name Control | NOMM | BusinessNameControlTxt |
| Phone | 3053492368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Grand Bay Drive Suite 504 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISA MULLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3473300914 | PhoneNum |
| Signature | 2024-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARISA | PersonFirstNm |
| Person Last | MULLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leif Novie | PreparerPersonNm |
| PTIN | P00548257 | PTIN |
| Phone | 3053818000 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,148,815 | 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 | $524,002 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $123,124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123,124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $705,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,409,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $705,410 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,827 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,827 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,538,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,014,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,429 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $607 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,821 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,933 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,987 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,945 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $769,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $769,237 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $898,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $831,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $640,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $955,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,878,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,145,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,145,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,578,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,425,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,782,858 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $749,404 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $498,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $495,745 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $230,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $494,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $724,582 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,436,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,564,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,148,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,436,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,564,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,436,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,564,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,436,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,564,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,436,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $640,646 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,077,356 | SubtotalAmt |
| Other Decreases | $513,101 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,564,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FTI 6100 ST | $493,634 | $492,266 | $1,368 | $1,368 |
| FTI 6100 LT | $225,670 | $94,666 | $131,004 | $131,004 |
| FTI 6110 ST | $34,229 | $33,760 | $469 | $469 |
| FTI 6110 LT | $116,200 | $75,162 | $41,038 | $41,038 |
| INGRESSIVE CAPITAL K-1 LT | $13,270 | $0 | $13,270 | $13,270 |
| CS 8002 LT | $526,435 | $8,174 | $518,261 | $518,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $705,410 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,279 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,279 | SubtotalAmt |
| Tax Based On Investment Income | $13,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,079 | TaxDueAmt |
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 | false | 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 | FL | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053492362 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 GRAND BAY DRIVE UNIT 504 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOYCE MULLER | ||||||||
| 445 GRAND BAY DRIVE UNIT 504 | KEY BISCAYNE | FL | 331491909 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARISA MULLER | ||||||||
| 445 GRAND BAY DRIVE UNIT 504 | KEY BISCAYNE | FL | 331491909 | DIRECTOR | 0 | $0 | $0 | $0 |
| 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 | $12,584,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,002,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,587,480 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,587,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,368,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $718,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $718,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,279 | TotalTaxAmt |
| Distributable Before Adj | $705,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $705,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $705,154 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $831,453 | 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 | $831,453 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $660,780 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $831,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $660,780 | AppliedToYear1Amt |
| Applied To Current Year | $170,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $534,481 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| WELLBEING PROJECT | ||||||||||
| 1323 GARTHWICK DR | LOS ALTOS | CA | 94024 | PC | PROGRAM SUPPORT | $20,000 | ||||
| FREEDOM FROM FISTULA FOUNDATION INC - US | ||||||||||
| 777 United Nations Plz Ste 10b | NEW YORK CITY | NY | 10017 | PC | PROGRAM SUPPORT | $35,000 | ||||
| ALSAMA | ||||||||||
| PC | PROGRAM SUPPORT | $27,421 | 30-31 Furnival Street 5TH FLOOR | LONDON | UK | EC4A 1JQ | ||||
| HUMAN RIGHTS WATCH INC | ||||||||||
| 350 5th Ave Fl 34 | NEW YORK CITY | NY | 10118 | PC | PROGRAM SUPPORT | $25,000 | ||||
| VILLAGE REACH | ||||||||||
| 2900 EASTLAKE AVE E SUITE 230 | SEATTLE | WA | 98102 | PC | PROGRAM SUPPORT | $13,551 | ||||
| LAST MILE HEALTH | ||||||||||
| 177 Huntington Ave Ste 1703 | BOSTON | MA | 02115 | PC | PROGRAM SUPPORT | $86,449 | ||||
| AMREF HEALTH AFRICA INC | ||||||||||
| 224 W 35th St Ste 500 237 | NEW YORK CITY | NY | 10001 | PC | PROGRAM SUPPORT | $25,000 | ||||
| TOSTAN INC | ||||||||||
| 1199 N Fairfax St Ste 300 | Alexandria | VA | 22314 | PC | PROGRAM SUPPORT | $50,000 | ||||
| GLOBAL FUND FOR WOMEN INC | ||||||||||
| 800 Market St Fl 7 | San Francisco | CA | 11201 | PC | PROGRAM SUPPORT | $50,000 | ||||
| CHAPEL AND NEW YORK US FOUNDATION | ||||||||||
| 1350 AVE FLOOR 2 SUITE 266 | NEW YORK | NY | 10019 | PC | PROGRAM SUPPORT | $25,000 | ||||
| ARTOLUTION INC | ||||||||||
| PO Box 2029 | NEW YORK CITY | NY | 10013 | PC | PROGRAM SUPPORT | $25,000 | ||||
| PLUM VILLAGE LINEAGE NORTH AMERICAN DHARMA TEACHER | ||||||||||
| 223 S Wacker Dr No 5900 | CHICAGO | IL | 60606 | PC | PROGRAM SUPPORT | $5,000 | ||||
| HURRAS NETWORK | ||||||||||
| PC | PROGRAM SUPPORT | $30,000 | 2MCGCF Maarrat Misrin | SY | ||||||
| GOOD CHANCE THEATRE | ||||||||||
| PC | PROGRAM SUPPORT | $10,000 | Duke of Yorks Theatre StMartins LN | LONDON | UK | WC2N 4BG | ||||
| ALL GIRLS FOUNDATION FOR DEVELOPMENT | ||||||||||
| PC | PROGRAM SUPPORT | $20,250 | NEW UNIVERSITY ROUNDABOUT ALADL ST | SANA A | YM | |||||
| AFRICAN PHILANTHROPY FORUM APF FOUNDATION LIMITED | ||||||||||
| PC | PROGRAM SUPPORT | $5,000 | 14 Chris Maduike Street Lekki | LAGOS | NI | |||||
| BELLA FOUNDATION FOR CHILD & MATERNAL CARE BEFCAM | ||||||||||
| PC | PROGRAM SUPPORT | $20,000 | Imude Ojo Local Government Area | Lagos State | NI | |||||
| BARCELON ACTUA | ||||||||||
| PC | PROGRAM SUPPORT | $93,809 | Carrer de Santa Perptua 6-8 | BARCELONA | SP | 08012 | ||||
| BARCELON ACTUA | ||||||||||
| PC | PROGRAM SUPPORT | $25,000 | Carrer de Santa Perptua 6-8 | BARCELONA | SP | 08012 | ||||
| BARCELON ACTUA | ||||||||||
| PC | PROGRAM SUPPORT | $25,000 | Carrer de Santa Perptua 6-8 | BARCELONA | SP | 08012 | ||||
| BARCELON ACTUA | ||||||||||
| PC | PROGRAM SUPPORT | $25,000 | Carrer de Santa Perptua 6-8 | BARCELONA | SP | 08012 | ||||
| BARCELON ACTUA | ||||||||||
| PC | PROGRAM SUPPORT | $25,000 | Carrer de Santa Perptua 6-8 | BARCELONA | SP | 08012 | ||||
| WITNESS CHANGE | ||||||||||
| PC | PROGRAM SUPPORT | $52,757 | Carrer de Santa Perptua 6-8 | BARCELONA | SP | 08012 | ||||
| APROVECHO | ||||||||||
| 76132 BLUE MOUNTAIN SCHOOL RD | COTTAGE GROVE | OR | 97424 | PC | PROGRAM SUPPORT | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $769,237 | 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 | $123,124 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,532 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $705,410 | 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 | $1,014,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,014,893 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARISA MULLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 GRAND BAY DR APT 504 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $524,002 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,700 SHARES OF ALTRIA GROUP INC CORPORATION STOCK | NoncashPropertyDesc |
| Fair Market Value | $524,002 | FairMarketValueAmt |
| Received | 2023-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALSAMA | |||||||||
| 30-31 Furnival Street 5TH FLOOR | LONDON | UK | EC4A 1JQ | 2023-12-23 | $25,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| HURRAS NETWORK | |||||||||
| 2MCGCF Maarrat Misrin | SY | 2023-12-31 | $30,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| GOOD CHANCE THEATRE | |||||||||
| Duke of Yorks Theatre StMartins LN | LONDON | UK | WC2N 4BG | 2023-12-31 | $10,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| AFRICAN PHILANTHROPY FORUM APF FOUNDATIO | |||||||||
| 14 Chris Maduike Street Lekki | LAGOS | NI | 2023-12-31 | $5,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | |
| ALL GIRLS FOUNDATION FOR DEVELOPMENT | |||||||||
| NEW UNIVERSITY ROUNDABOUT ALADL ST | SANA A | YM | 2023-12-31 | $20,250 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | |
| BELLA FOUNDATION FOR CHILD AND MATERNAL | |||||||||
| Imude Ojo Local Government Area | Lagos State | NI | 2023-12-31 | $20,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | |
| BARCELON ACTUA | |||||||||
| CARRER DE SANTA PERPTUA 6-8 | BARCELONA | SP | 08012 | 2023-12-31 | $93,809 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| BARCELON ACTUA | |||||||||
| CARRER DE SANTA PERPTUA 6-8 | BARCELONA | SP | 08012 | 2023-12-31 | $25,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| BARCELON ACTUA | |||||||||
| CARRER DE SANTA PERPTUA 6-8 | BARCELONA | SP | 08012 | 2023-12-31 | $25,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| BARCELON ACTUA | |||||||||
| CARRER DE SANTA PERPTUA 6-8 | BARCELONA | SP | 08012 | 2023-12-31 | $25,000 | PROGRAM SUPPORT | NO | VARIOUS | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. |
| BARCELON ACTUA | |||||||||
| CARRER DE SANTA PERPTUA 6-8 | BARCELONA | SP | 08012 | 2023-12-31 | $25,000 | PROGRAM SUPPORT | NO | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDUCIARY TRUST INTERNATIONAL | BondNm |
| EOY Book Value | $498,755 | EOYBookValueAmt |
| EOYFMV | $495,745 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDUCIARY TRUST INTERNATIONAL | StockNm |
| EOY Book Value | $5,425,331 | EOYBookValueAmt |
| EOYFMV | $12,782,858 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INGRESSIVE CAPITAL, LP | AT COST | $203,867 | $435,530 |
| LENDONATE CA LLC | AT COST | $47,521 | $45,901 |
| SILVERLANDS II CO-INVESTMENT | AT COST | $243,151 | $243,151 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,429 | LegalFeesAmt |
| Net Investment Income | $607 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,821 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN FMV AND COST BASIS OF | $0 |
| DONATED STOCK | $513,101 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $11,450 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $11,450 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME - FTI 6100 | $6,730 | $6,730 |
| OTHER INCOME - FTI 6110 | $2,097 | $2,097 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES FTI 6100 | $60,591 | $30,295 | $30,295 |
| ADVISORY FEES FTI 6110 | $25,300 | $12,650 | $12,650 |
| INGRESSIVE CAPITAL, LP | $14,042 | $14,042 | $0 |
| LENDONATE CA LLC | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES WITHHELD | $0 |
| 990-PF TAX PAYMENTS | $7,200 |
Comments