MICRON TECHNOLOGY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MICRON TECHNOLOGY FOUNDATION INC (EIN 82-0516178)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-25
- IRS object ID
- 202402699349101665
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-25T16:05:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W RIVERSIDE AVENUE STE 1800 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | 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 | 820516178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICRON TECHNOLOGY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICR | BusinessNameControlTxt |
| Phone | 2083684000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 S FEDERAL WAY | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSITA NAJMI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2083684000 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMINA O CRESSWELL CPA | PreparerPersonNm |
| PTIN | P01217304 | PTIN |
| Phone | 5097472600 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $118,902,623 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,132,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,132,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,558,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,532,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,558,395 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,690,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,690,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,892 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,802 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,787 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,617 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $456,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,781 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $110,084 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $181,478 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $442,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $354,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,139,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,823 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $618,298 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,842,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,874,627 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,982,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,823 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,492,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,708,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,639,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $772,108 | CashBOYAmt |
| Cash EOY | $908,285 | CashEOYAmt |
| Cash EOYFMV | $908,285 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,646,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,203 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,653 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,653 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,653 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,653 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $144,536 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $1,061,068 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $78,985,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,522,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,522,346 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,096,479 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,383,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,383,136 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,182,863 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $108,898,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,902,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,902,623 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $63,381 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $192,468 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,859,808 | GrantsPayableBOYAmt |
| Grants Payable EOY | $14,827,577 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $11,923,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,020,045 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $96,975,092 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $103,882,578 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,975,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,882,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,898,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,902,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,975,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,708,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $111,683,623 | SubtotalAmt |
| Other Decreases | $7,801,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,882,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $267,529,527 | $241,974,027 | $25,555,500 | $25,555,500 |
| CAPITAL GAINS DISTRIBUTION | P | $2,895 | $2,895 | $2,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,558,395 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $398,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $398,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $398,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $402,482 | 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 | $402,482 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,399 | OverpaymentAmt |
| Applied To ES Tax | $4,399 | AppliedToESTaxAmt |
| Refund | $0 | 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 | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.MICRON.COM/GIVES | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD MEALEY-OZAWA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083684000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 S FEDERAL WAY | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83716 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANJAY MEHROTRA | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 95134 | DIRECTOR & CHAIRMAN | 1.00 | $0 | $0 | $0 | ||||
| APRIL ARNZEN | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 83716 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 | ||||
| GREG ROUTIN | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 83716 | TREASURER | 1.00 | $0 | $0 | $0 | ||||
| DEE K MOONEY | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 83716 | EXECUTIVE DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 | ||||
| SUMIT SADANA | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 95134 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| LINDA SOMERVILLE | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 83716 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| MARKUS BALB | ||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | CARL-WERY-STR 22 | MUNICH | GM | |||||
| KOK SING CHEN | ||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | 1 NORTH COAST DRIVE | SINGAPORE | SN | 75732 | ||||
| SCOTT ALLEN | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 83716 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| JOSHUA LEE | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 83716 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| CLARA WONG | ||||||||||||
| 8000 S FEDERAL WAY | BOISE | ID | 95134 | DIRECTOR (THRU 4/23) | 1.00 | $0 | $0 | $0 | ||||
| NAHOMI AOTO | ||||||||||||
| DIRECTOR (THRU 5/23) | 1.00 | $0 | $0 | $0 | 3-1-35 MINAMIHASHIMOTO | SAGAMIHARA-SHI | JA | 252-5297 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $114,345,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,725,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,070,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,070,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,741,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,329,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,716,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,716,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $398,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $398,083 | TotalTaxAmt |
| Distributable Before Adj | $5,318,411 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,318,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,318,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,492,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,492,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,318,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,793,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,038,032 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,576,464 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,288,898 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,640,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,336,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,492,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,318,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,174,514 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,511,298 | 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 | $8,793,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,718,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,038,032 | ExcessFromYear4Amt |
| Excess From Year3 | $18,576,464 | ExcessFromYear3Amt |
| Excess From Year2 | $7,288,898 | ExcessFromYear2Amt |
| Excess From Year1 | $6,640,282 | ExcessFromYear1Amt |
| Excess From Current Year | $5,174,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UK ONLINE GIVING FOUNDATION | |||||||||||
| BENEVITY UK UNIT 9 CIRENCESTER | OFFICE PARK TETBURY RD | CIRENCESTER | UK | GL7 6JJ | PC | VARIOUS EDUCATIONAL, COMMUNITY, EQUALITY AND BASIC HUMAN NEEDS | $2,436,541 | ||||
| AMERICAN ONLINE GIVING FOUNDATION | |||||||||||
| PC | VARIOUS EDUCATIONAL, COMMUNITY, EQUALITY AND BASIC HUMAN NEEDS | $5,193,575 | 40 EAST MAIN ST STE 887 | NEWARK | DE | 19711 | |||||
| GIVE2ASIA | |||||||||||
| PC | VARIOUS EDUCATION AND COMMUNITY | $390,966 | 2201 BROADWAY 4TH FL | OAKLAND | CA | 94612 | |||||
| NATIONAL SCIENCE FOUNDATION | |||||||||||
| GOV | SUPPORT DEVELOPMENT, RETENTION, AND EQUITY OF NEW STEM EDUCATORS AND HANDS-ON LEARNING OPPORTUNITIES | $1,000,000 | 2415 EISENHOWER AVE | ALEXANDRIA | VA | 22314 | |||||
| SPRING FOUNDATION OF NCTU | |||||||||||
| 1001 TA HSUEH RD | HSINCHU | TW | 30048 | PC | INDUSTRY INNOVATION AND EDUCATION | $59,750 | |||||
| NATIONAL TSING HUA UNIVERSITY | |||||||||||
| NO 101 SEC 2 GUANGFU RD | HSINCHU | TW | 30048 | GOV | EQUALITY, EDUCATION, STEM | $26,750 | |||||
| NATIONAL CHENG KUNG UNIVERSITY | |||||||||||
| NO 1 UNIVERSITY ROAD | TAINAN CITY | TW | 70101 | GOV | EDUCATION IN ELEC PACKAGING MATERIALS TECHNOLOGY | $26,750 | |||||
| NARA WOMENS UNIVERSITY | |||||||||||
| KITAUOYA-HIGASHIMACHI | NARA | JA | 6308506 | GOV | FEMALE ENGINEERING LEADERSHIP AND STUDENT RESEARCH GRANT | $30,000 | |||||
| HIROSHIMA CITY UNIVERSITY | |||||||||||
| 3 CHOME-4-1 OZUKAHIGASHI ASA-MINAMI | KU | HIROSHIMA CITY | JA | 731-3194 | GOV | GRADUATE SCHOLARSHIPS TO DATA SCIENCE FEMALE STUDENTS | $15,000 | ||||
| KYUSHU UNIVERSITY | |||||||||||
| 744 MOTOOKA NISHI-KU | FUKUOKA CITY | JA | 819-0395 | GOV | EQUALITY, EDUCATION, STEM | $90,909 | |||||
| NAGOYA UNIVERSITY | |||||||||||
| FUROCHO CHIKUSA WARD | NAGOYASHI AICHIKEN | JA | 464-8601 | GOV | EQUALITY, EDUCATION, STEM | $90,909 | |||||
| TOHOKU UNIVERSITY | |||||||||||
| 2-CHOME-1-1 KATAHIRA AOBA WARD | SENDAI MIYAGI | JA | 980-8577 | GOV | EQUALITY, EDUCATION, STEM | $90,909 | |||||
| TOKYO INSTITUTE OF TECHNOLOGY | |||||||||||
| 2 CHOME-12-1 OOKAYAMA | MEGURO CITY TOKYO | JA | 152-8550 | GOV | EQUALITY, EDUCATION, STEM | $115,909 | |||||
| ISTITUTO TECNICO INDUSTRIALE STATALE AUGUSTO RIGHI | |||||||||||
| VIA KENNEDY N 112 | NAPOLI | IT | 80125 | GOV | EQUALITY, EDUCATION, STEM | $15,000 | |||||
| ISTITUTO DI ISTRUZIONE SUPERIORE - G MARCONI | |||||||||||
| VIA VERDI 60 | DALMINE | IT | 24044 | GOV | STEM RELATED EDUCATIONAL | $15,000 | |||||
| UNIVERSITA DEGLI STUDI DI NAPOLI | |||||||||||
| VIA CLAUDIO 21 | NAPOLI | IT | 80125 | GOV | EDUCATIONAL/ COLLABORATION | $20,000 | |||||
| HIROSHIMA UNIVERSITY | |||||||||||
| 1 CHOME-3-2 KAGAMIYAMA | HIGAHIHIROSHIMA CITY | JA | 739-0046 | GOV | EQUALITY, EDUCATION, STEM | $215,909 | |||||
| NATIONAL TAIWAN UNIVERSITY | |||||||||||
| NO 1 SEC 4 ROOSEVELT ROAD | TAIPEI | TW | 10617 | GOV | PROGRAM SUPPLIES, MENTORSHIP, TRAINING | $40,750 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,874,627 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 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 | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL NEW YORK COMMUNITY FOUNDATION | |||||||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 132023386 | PC | YOUTH IN STEM SUPPORT | $60,000 | |||||
| BOISE STATE UNIVERSITY | |||||||||||
| 1173 UNIVERISTY DR | BOISE | ID | 83706 | GOV | WORKFORCE ADAVANCEMENT AND RESEARCH AND DEVELOPMENT | $363,636 | |||||
| PURDUE UNIVERSITY | |||||||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 47907 | GOV | WORKFORCE ADAVANCEMENT AND RESEARCH AND DEVELOPMENT | $363,636 | |||||
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||||||
| 110 EIGHTH STREET CHASAN BLDG | TROY | NY | 121803522 | GOV | WORKFORCE ADAVANCEMENT AND RESEARCH AND DEVELOPMENT | $363,636 | |||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||||||
| 116 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | GOV | WORKFORCE ADAVANCEMENT AND RESEARCH AND DEVELOPMENT | $363,636 | |||||
| VIRGINIA TECH | |||||||||||
| 902 PRICES FORK RD 0336 | BLACKSBURG | VA | 240603261 | GOV | WORKFORCE ADAVANCEMENT AND RESEARCH AND DEVELOPMENT | $363,636 | |||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| GIFT PROCESSING BOX 359505 | SEATTLE | WA | 981959505 | GOV | WORKFORCE ADAVANCEMENT AND RESEARCH AND DEVELOPMENT | $363,636 | |||||
| HIROSHIMA UNIVERSITY | |||||||||||
| GOV | EQUALITY, EDUCATION, STEM | $363,636 | 1 CHOME-3-2 KAGAMIYAMA | HIGAHIHIROSHIMA CITY | JA | 739-0046 | |||||
| KYUSHU UNIVERSITY | |||||||||||
| GOV | EQUALITY, EDUCATION, STEM | $363,636 | 744 MOTOOKA NISHI-KU | FUKUOKA CITY | JA | 819-0395 | |||||
| NAGOYA UNIVERSITY | |||||||||||
| GOV | EQUALITY, EDUCATION, STEM | $363,636 | FUROCHO CHIKUSA WARD | NAGOYASHI AICHIKEN | JA | 464-8601 | |||||
| TOHOKU UNIVERSITY | |||||||||||
| GOV | EQUALITY, EDUCATION, STEM | $363,636 | 2-CHOME-1-1 KATAHIRA AOBA WARD | SENDAI MIYAGI | JA | 980-8577 | |||||
| TOKYO INSTITUTE OF TECHNOLOGY | |||||||||||
| GOV | EQUALITY, EDUCATION, STEM | $363,636 | 2 CHOME-12-1 OOKAYAMA | MEGURO CITY TOKYO | JA | 152-8550 | |||||
| GIRL SCOUTS OF JAPAN | |||||||||||
| PC | STEM PROGRAM SUPPORT | $80,000 | 1-40-3 NISHIHARA | SHIBUYAKU TOKYO | JA | 151-0066 | |||||
| STEM EDUCATION AND INNOVATION CENTER | |||||||||||
| 10671 COURTHOUSE ROAD | FREDERICKSBURG | VA | 22407 | PC | STEM PROGRAM SUPPORT | $25,000 | |||||
| PINK SPACE THEORY | |||||||||||
| 3360 POST OFFICE RD UNIT 1451 | WOODBRIDGE | VA | 221958020 | PC | STEM PROGRAM SUPPORT | $15,000 | |||||
| THE GARDEN OF HOPE FOUNDATION | |||||||||||
| PC | PROVIDE EQUITABLE OPPORTUNITIES FOR WOMEN AND CHILDREN IN TAIWAN | $7,000 | 1F NO2-1 SHUNAN ST XINDIAN DIST | NEW TAIPAI CITY | TW | 23143 | |||||
| UK ONLINE GIVING FOUNDATION | |||||||||||
| PC | VARIOUS EDUCATIONAL, COMMUNITY, EQUALITY AND BASIC HUMAN NEEDS | $70,623 | UNIT 9 CIRENCESTER OFFICE PARK | CIRENCESTER | UK | GL7 6JJ | TETBURY RD | ||||
| AMERICAN ONLINE GIVING FOUNDATION | |||||||||||
| 40 E MAIN ST SUITE 887 | NEWARK | DE | 19711 | PC | VARIOUS EDUCATIONAL, COMMUNITY, EQUALITY AND BASIC HUMAN NEEDS | $277,749 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,535,368 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,132,464 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,558,395 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,690,859 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,690,859 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,850 | Amt |
| Net Investment Income | $19,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO SHORT TERM FUND INSTL CL | BondNm |
| EOY Book Value | $14,383,136 | EOYBookValueAmt |
| EOYFMV | $14,383,136 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD TOTAL WORLD STOCK INDEX I | StockNm |
| EOY Book Value | $103,522,346 | EOYBookValueAmt |
| EOYFMV | $103,522,346 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,892 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,802 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $7,801,045 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,222 | $0 | $0 |
| PROMOTIONS | $93,656 | $0 | $98,385 |
| OFFICE EXPENSE | $48,859 | $0 | $0 |
| BUSINESS DEVELOPMENT | $139,070 | $0 | $113,021 |
| DUES, LICENSES & FEES | $150,642 | $0 | $142,914 |
| TRAINING | $823 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $56,403 | $30,617 | $0 |
| SERVICES - CONSULTING | $25,384 | $0 | $25,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SALES TAX | $23 | $0 | $23 |
| FRANCHISE TAX & FILING FEES | $454,243 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $1,781 | $1,781 | $0 |
Comments