SIEMENS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SIEMENS FOUNDATION (EIN 52-2136074)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202412279349101351
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T17:08:29-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522136074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEMENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEM | BusinessNameControlTxt |
| Phone | 7329063809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ETZWILER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7329063809 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2024-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,230,568 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,410,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $267 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,663,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,663,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $456,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,133,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $456,176 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $757,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,287,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,120,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $470,537 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $470,537 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $674,880 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $664,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,972 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $51,972 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,149 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,149 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $452,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,679 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $259,832 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,937 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $63,815 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,954 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,529 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,831,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,597,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,165,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,524,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,996,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,122,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$709,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,920,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $696,503 | CashBOYAmt |
| Cash EOY | $1,673,147 | CashEOYAmt |
| Cash EOYFMV | $1,673,147 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,093,681 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,803,797 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,803,797 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $58,328,771 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,753,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,753,624 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $61,118,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,230,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,230,568 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $294,347 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $267,027 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,484,369 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,124,681 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,778,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,391,708 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,340,239 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,838,860 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,340,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,838,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,118,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,230,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,340,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$709,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,207,860 | OtherIncreasesAmt |
| Subtotal | $63,838,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,838,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST | PropertyDesc |
| Gross Sales Price | $3,133,913 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,677,737 | CostOrOtherBasisAmt |
| Gain Or Loss | $456,176 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $456,176 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $456,176 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,313 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,313 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $105,619 | OverpaymentAmt |
| Applied To ES Tax | $26,694 | AppliedToESTaxAmt |
| Refund | $78,925 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SIEMENS-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CRAIG DAVIS | IndividualWithBooksNm |
| Phone | 4044337453 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 NORTH POINT PARKWAY SUITE 400 | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ETZWILER | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CEO | 36.00 | $428,537 | $0 | $0 |
| BARBARA HUMPTON | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| NICOLA BATES | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | TREASURER | 2.00 | $0 | $0 | $0 |
| ROBERT MIGNELLA | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RANDI ROSENBERG | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | ASST SECRETARY | 2.00 | $0 | $0 | $0 |
| CAMILLE JOHNSTON | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVE HOPPING | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID PACITTI | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DENISE QUARLES | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUAN CANTU | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RAJ BATRA | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM HOLT | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENIFFER HARPER TAYLOR | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 37.00 | $262,853 | $0 | $0 |
| CRYSTAL BRIDGEMAN | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 37.00 | $260,612 | $0 | $0 |
| RENEE MOLLOY | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM COORDINATOR | 38.00 | $135,093 | $0 | $0 |
| KEISHA BOYKINS | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM SPECIALIST | 38.00 | $86,010 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOLDLY GO PHILANTHROPY LLC | |||||
| 4011 S 176TH CIRCLE | OMAHA | NE | 681302226 | PROGRAM DEVELOPMENT | $193,855 |
| NORTHERN TRUST | |||||
| 3282 NORTHSIDE PKWAY NW SUITE 100 | ATLANTA | GA | 30327 | INVESTMENT MANAGEMENT FEES | $192,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,451,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,720,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,171,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,171,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,037,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,134,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,406,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,406,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,694 | TotalTaxAmt |
| Distributable Before Adj | $3,380,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $757,682 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,137,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,137,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,122,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,122,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,137,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,599,714 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,047,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,602,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,809,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,065,055 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,123,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,122,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,137,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,984,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,108,590 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,599,714 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,508,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,047,100 | ExcessFromYear4Amt |
| Excess From Year3 | $5,602,046 | ExcessFromYear3Amt |
| Excess From Year2 | $3,809,995 | ExcessFromYear2Amt |
| Excess From Year1 | $3,065,055 | ExcessFromYear1Amt |
| Excess From Current Year | $3,984,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEMENS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7329063809 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION NO LONGER AWARDS NEW SCHOLARSHIPS TO INDIVIDUALS. HOWEVER, DURING THE YEAR PAYMENTS ARE MADE WITH RESPECT TO SCHOLARSHIPS THAT WERE AWARDED IN PRIOR YEARS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| CHOOSE HEALTHY LIFE | |||||||
| 525 WESTLAKE DRIVE | EAST STROUDSBURG | PA | 183026736 | PUBLIC CHARITY | HEALTH DISPARITIES - BLACK COMMUNITIES | $500,000 | |
| ELECTRIC VEHICLE INFRASTRUCTURE | |||||||
| 811 N MAIN STREET | ROYAL OAK | MI | 480671825 | PUBLIC CHARITY | EV - FAST TRACK PROJECT | $1,628,723 | |
| HEALTHY AMERICA FOUNDATION | |||||||
| 1501 16TH ST NW | WASHINGTON | DC | 200361401 | PUBLIC CHARITY | HEALTH DISPARITIES - UNDERSERVED COMMUNITIES | $500,000 | |
| ITIS SCHOLARSHIPS | |||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37217 | PUBLIC CHARITY | CAREER PATH SCHOLARSHIP | $142,500 | |
| NATIONAL CAREER TECH | |||||||
| 8484 GEORGIA AVE STE 320 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | BUILDING SUSTAINABLE SYSTEM TO REACH DIVERSE LEARNERS | $224,000 | |
| NATIONAL GOVERNORS ASSOCIATION | |||||||
| 444 N CAPITOL STREET NW SUITE 267 | WASHINGTON | DC | 200011512 | PUBLIC CHARITY | COLLABRATIVE TO SUPPORT INCLUSIVE WORKFORCE | $424,234 | |
| NATIONAL LEAGUE OF CITIES | |||||||
| 660 N CAPITOL ST NW STE 450 | WASHINGTON | DC | 200011644 | PUBLIC CHARITY | EV WORKFORCE COLLABORATIVE | $500,000 | |
| NATIONAL LEAGUE OF CITIES INSTITUTE | |||||||
| 660 N CAPITOL STREET NW SUITE 450 | WASHINGTON | DC | 200011644 | PUBLIC CHARITY | GOOD JOBS GOOD CITIES PROJECT | $384,000 | |
| NATIONAL MERIT SCHOLARSHIP CORP | |||||||
| 1560 SHERMAN AVENUE | CHICAGO | IL | 60693 | INDIVIDUALS | SCHOLARSHIPS | $284,562 | |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | PARTNERSHIP TO ADVANCE YOUTH APPRETICESHIP | $1,000,000 | |
| NORTH CAROLINA BUSINESS COMMITTEE | |||||||
| 116 W JONES STREET | RALEIGH | NC | 276031335 | PUBLIC CHARITY | EV CHARGING APPRENTICESHIP | $658,260 | |
| SCHOLARSHIP PAYMENTS | |||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | INDIVIDUALS | SCHOLARSHIPS | $23,256 | N/A |
| WASHINGTON ASSOCIATION FOR | |||||||
| 101 CAPITOL WAY | OLYMPIA | WA | 985011077 | PUBLIC CHARITY | IN REACH PROGRAM EXTENSION | $255,255 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,524,790 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ITIS SCHOLARSHIPS | ||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37217 | PUBLIC CHARITY | SCHOLARSHIP | $10,000 |
| NORTH CAROLINA BUSINESS COMMITTEE | ||||||
| 116 W JONES STREET | RALEIGH | NC | 276031335 | PUBLIC CHARITY | EV CHARGING APPRENTICESHIP | $868,860 |
| ITIS SCHOLARSHIPS | ||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37217 | INDIVIDUALS | SCHOLARSHIPS | $190,500 |
| NATIONAL MERIT SCHOLARSHIP CORP | ||||||
| 1560 SHERMAN AVENUE | CHICAGO | IL | 480671825 | INDIVIDUALS | MERIT SCHOLARSHIPS | $208,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,277,510 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,663,613 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $456,176 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PREVIOUS QUALIFYING DISTRIBUTIONS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $757,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,877,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,877,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIEMENS CORPORATION | ||||||
| 1 | 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | $3,500,000 | Yes (X) |
| SIEMENS MEDICAL SOLUTIONS USA INC | ||||||
| 2 | 40 LIBERTY BOULEVARD | MALVERN | PA | 19355 | $1,900,000 | Yes (X) |
| KELLEY L BANASZEWSKI | ||||||
| 3 | 324 FOXCROFT LANES | KELLER | TX | 76248 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,650 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,803,797 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,803,797 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST CONSOLIDATED - FUNDS -COMMON STOCK | FMV | $33,887,519 | $33,887,519 |
| NORTHERN TRUST CONSOLIDATED - EQUITIES ETF | FMV | $6,422,699 | $6,422,699 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - CORPORATE BONDS | FMV | $6,053,628 | $6,053,628 |
| NORTHERN TRUST CONSOLIDATED - FIXED INCOME ETF | FMV | $7,289,052 | $7,289,052 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - REAL ESTATE | FMV | $1,453,208 | $1,453,208 |
| NORTHERN TRUST CONSOLIDATED - MISCELLAENOUS | FMV | $4,000,000 | $4,000,000 |
| NORTHERN TRUST CONSOLIDATED - COMMON STOCK | FMV | $4,637,790 | $4,637,790 |
| NORTHERN TRUST - CURRENCY | FMV | $9,728 | $9,728 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,149 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,149 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIPS | $514 | $0 | $514 |
| POSTAGE | $1,656 | $0 | $1,656 |
| SUPPLIES | $1,597 | $0 | $1,597 |
| PERMITS, LICENSES, ETC | $79 | $0 | $79 |
| MISCELLANEOUS | $11,877 | $0 | $11,877 |
| SEMINARS | $1,125 | $0 | $1,125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PREVIOUS QUALIFYING DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $757,682 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $757,682 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $6,207,860 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM ADMINISTRATION | $209,855 | $0 | $209,855 |
| INVESTMENT MANAGEMENT FEES | $192,679 | $192,679 | $0 |
| VIDEOGRAPHY SERVICES | $49,977 | $0 | $49,977 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $63,815 | $0 | $63,815 |
| NET EXCISE TAXES | $20,822 | $0 | $0 |
| FOREIGN TAXES | $6,937 | $6,937 | $0 |
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