F B HERON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- F B HERON FOUNDATION (EIN 13-3647019)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202403069349100800
- 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
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T08:29:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Avenue 11th floor | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 | 133647019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FB HERON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FBHE | BusinessNameControlTxt |
| Phone | 4752501020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9438 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WEILER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4752501020 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $326,924,230 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,011,752 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,011,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,379,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,111,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,879,053 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,390,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,890,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $628,272 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $88,169 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $589,398 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,235,459 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $95,987 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,145,566 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $637,567 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $86,184 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $551,741 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $175,559 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $72,324 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $113,457 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $117,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,560,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,934,549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $690,464 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $76,515 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,086 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $80,718 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $315,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $143,962 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,867,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,461,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,350,906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,049,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,480,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,916,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,461,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,831,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,525,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,429,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,703,317 | CashBOYAmt |
| Cash EOY | $4,183,195 | CashEOYAmt |
| Cash EOYFMV | $4,183,195 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,530,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,050,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,050,846 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $872,202 | AcctRcvblAmt |
| Acct Rcvbl BOY | $802,887 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $872,202 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $872,202 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $540,898 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $174,006 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $174,006 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $87,647,424 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $61,606,199 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $61,606,199 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $171,397,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $195,604,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,604,037 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,811,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,339,056 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,339,056 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,028,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,115,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,115,334 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,450,858 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,979,355 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,979,355 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $311,913,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,924,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $326,924,230 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $765,045 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $582,350 | AccountsPayableEOYAmt |
| Grants Payable BOY | $566,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $135,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $228,709 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $690,249 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,559,754 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,407,599 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $310,353,852 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $325,516,631 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $310,353,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $325,516,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $311,913,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,924,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $310,353,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,525,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,688,770 | OtherIncreasesAmt |
| Subtotal | $325,516,631 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $325,516,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| Community Investing Index | P | $2,304,430 | $2,304,430 | $2,304,430 | |
| BCAM USCII | P | $3 | $3 | $3 | |
| Bay Area Equity | P | -$311,083 | -$311,083 | $311,083 | |
| California Smart Growth | P | $243 | $243 | $243 | |
| DBL III | P | $114,985 | $114,985 | $114,985 | |
| Huntington II | P | -$30,050 | -$30,050 | $30,050 | |
| Huntington III | P | $428,485 | $428,485 | $428,485 | |
| Huntington IV | P | -$314,080 | -$314,080 | $314,080 | |
| SJF III | P | -$38,062 | -$38,062 | $38,062 | |
| SJF IV | P | -$425,371 | -$425,371 | $425,371 | |
| Urban Innovation II | P | -$10,727 | -$10,727 | $10,727 | |
| Yucaipa II | P | $352 | $352 | $352 | |
| TILT Equity | P | $25,000 | $25,000 | $25,000 | |
| Publicly Traded Securities | P | $86,233,695 | $2,130,586 | $2,130,586 | $84,103,109 |
| Other | P | $297 | $297 | $297 | |
| Coop Metrics | P | $0 | $0 | ||
| Yucaipa I | P | $4,045 | $4,045 | $4,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,879,053 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $117,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $117,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $117,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $176,052 | 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 | $176,052 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $58,883 | OverpaymentAmt |
| Applied To ES Tax | $58,883 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | 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.HERON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4752501020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9438 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06534 | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL COSTELLO | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| NHADINE LEUNG | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | VICE PRESIDENT/TREASURER | 40.00 | $153,254 | $15,568 | $0 |
| BUZZ SCHMIDT | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | CHAIRMAN | 4.00 | $0 | $0 | $0 |
| JIM KING | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| FELECIA LUCKY | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DAN MC KAY | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| GREG WATSON | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MARY JO MULLAN | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | PRESIDENT | 40.00 | $102,414 | $0 | $0 |
| ENRIQUE VIRGIL | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | TREASUER | 40.00 | $176,775 | $39,903 | $0 |
| KELLY DONNELLY | ||||||||
| C/O FB HERON FOUNDATION | NEW HAVEN | CT | 06534 | MANAGING DIRECTOR - SECRETARY | 40.00 | $195,828 | $42,450 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DONNA DANIELS | ||||||||
| C/O FOUNDATION | NEW HAVEN | CT | 06534 | VP - INTEGRATED CAPI | 40.00 | $251,685 | $67,157 | $0 |
| BARBARA VANSCOY | ||||||||
| C/O FOUNDATION | NEW HAVEN | CT | 06534 | FIXED INCOME FELLOW | 40.00 | $229,040 | $74,980 | $0 |
| KELLY RYAN | ||||||||
| C/O FOUNDATION | NEW HAVEN | CT | 06534 | FELLOW | 40.00 | $218,484 | $58,016 | $0 |
| SHELLY CURNOW | ||||||||
| C/O FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR OF SYSTEMS | 40.00 | $152,939 | $64,924 | $0 |
| KRISHNA OMOLADE | ||||||||
| C/O FOUNDATION | NEW HAVEN | CT | 06534 | DIRECTOR, COMMUNITY | 40.00 | $149,940 | $33,710 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TILT INVESTMENT MANAGEMENT | |||||
| 2212 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | INVESTMENT CONSULTING | $854,709 |
| BAILARD INC | |||||
| 950 TOWER LANE | FOSTER CITY | CA | 944042131 | INVESTMENT ADVICE | $266,524 |
| MILBANK TWEED | |||||
| 200 STATE ST | BOSTON | MA | 02109 | LEGAL | $191,093 |
| INTERSECT PUBLIC SOLUTIONS | |||||
| 44 CAPITOL AVENUE | HARTFORD | CT | 06106 | CONSULTING | $142,584 |
| KBD CONSULTING | |||||
| 3666 BELLEVIEW AVE | KANSAS CITY | MO | 64111 | CONSULTING | $124,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS THROUGH BOARD SERVICE, CONVENING CONFERENCES AND MEETINGS AND PROVIDING DIRECT TECHNICAL ASSISTANCE | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEW HAVEN BANK PRI DEPOSIT | Description1Txt |
| Expenses1 | $1,500,000 | Expenses1Amt |
| Description2 | NEW HAVEN BANK PRI DEPOSIT | Description2Txt |
| Expenses2 | $1,500,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $1,046,497 | AllOtherProgramRltdInvstTotAmt |
| Total | $4,046,497 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $303,007,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,982,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,210,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $308,201,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $308,201,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,623,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $303,578,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,178,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,178,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $117,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $117,169 | TotalTaxAmt |
| Distributable Before Adj | $15,061,732 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,061,732 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,061,732 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,831,192 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $4,046,497 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,877,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,061,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $660,363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $660,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,877,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,061,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,815,957 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,476,320 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,476,320 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $660,363 | ExcessFromYear1Amt |
| Excess From Current Year | $7,815,957 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FB HERON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9438 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4752501020 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE REFER TO THE WEBSITE - WWW.HERON.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PER GUIDELINES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 19th News | |||||||
| 3571 Far West Blvd 3497 | Austin | TX | 78731 | 501(c)(3) Public Cha | General Support | $500 | |
| Ahmeek Village Volunteer Fire & Rescue Department | |||||||
| PO Box 307 | Ahmeek | MI | 49901 | 501(c)(3) Public Cha | General Support | $100 | |
| Anai Inc | |||||||
| 1120 Meadows Rd | Franklin | NC | 28734 | 501(c)(3) Public Cha | General Support | $5,000 | |
| Association For Glycogen Storage Diseaes | |||||||
| 1542 Flammang Dr PMB 1004 | Waterloo | IA | 50702 | 501(c)(3) Public Cha | General Support | $200 | |
| Association for Promotion of Jewish Secularism | |||||||
| PO Box 130049 | Brooklyn | NY | 11213 | 501(c)(3) Public Cha | General Support | $250 | |
| Black Belt Community Foundation Inc | |||||||
| PO Box 2020 | Selma | AL | 36702 | 501(c)(3) Public Cha | General Support | $1,030 | |
| Black Belt Community Foundation Inc | |||||||
| PO Box 2020 | Selma | AL | 36702 | 501(c)(3) Public Cha | General Support | $106 | |
| Black Belt Community Foundation Inc | |||||||
| PO Box 2020 | Selma | AL | 36702 | 501(c)(3) Public Cha | Project-Based | $2,000,000 | |
| Black Belt Community Foundation Inc | |||||||
| PO Box 2020 | Selma | AL | 36702 | 501(c)(3) Public Cha | General Support | $15,000,000 | |
| Black Farmer Fund Inc | |||||||
| 228 Park Avenue South 38732 | New York | NY | 10003 | 501(c)(3) Public Cha | General Support | $500 | |
| Black Farmer Fund Inc | |||||||
| 228 Park Avenue South 38732 | New York | NY | 10003 | 501(c)(3) Public Cha | General Support | $100 | |
| California Forward | |||||||
| 127 University Ave | Berkeley | CA | 94710 | 501(c)(3) Public Cha | Project-Based | $75,000 | |
| Calumet Theatre Company | |||||||
| 340 Sixth St | Calumet | MI | 49913 | 501(c)(3) Public Cha | General Support | $100 | |
| Center for Constitutional Rights Inc | |||||||
| 666 Broadway Fl 7 | New York | NY | 10012 | 501(c)(3) Public Cha | General Support | $500 | |
| Center for Higher Ambition Leadership Inc | |||||||
| 1500 District Avenue | Burlington | MA | 01803 | 501(c)(3) Public Cha | General Support | $150,000 | |
| City Seed Inc | |||||||
| 817 Grand Avenue No 101 | New Haven | CT | 06511 | 501(c)(3) Public Cha | General Support | $500 | |
| Columbia Home and School Association | |||||||
| 17 Parker Ave | Maplewood | NJ | 07040 | 501(c)(3) Public Cha | General Support | $500 | |
| Committee Encouraging Corporate Philanthropy | |||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | 501(c)(3) Public Cha | General Support | $75,000 | |
| Common Future | |||||||
| 2323 Broadway | Oakland | CA | 94612 | 501(c)(3) Public Cha | General Support | $150,000 | |
| Community Foundation of Sarasota County Inc | |||||||
| 2635 Fruitville Road | Sarasota | FL | 34237 | 501(c)(3) Public Cha | Project-Based | $25,000 | |
| Community Help in Park Slope Inc | |||||||
| 200 4th Avenue | Brooklyn | NY | 11217 | 501(c)(3) Public Cha | General Support | $500 | |
| Confluence Philanthropy | |||||||
| 54 W 40th St - Ste 1129 | New York | NY | 10018 | 501(c)(3) Public Cha | Mem/Sub/Spon | $8,250 | |
| Congregation Beit Simchat Torah of New York Inc | |||||||
| 130 West 30th St | New York | NY | 10001 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Connecticut Voices for Children Inc | |||||||
| 33 Whitney Ave First Floor | New Haven | CT | 06510 | 501(c)(3) Public Cha | General Support | $1,000 | |
| CooperationWorks | |||||||
| 1106 Russell Street | Berkeley | CA | 94702 | 501(c)(3) Public Cha | General Support | $500 | |
| Council on Foundations Inc | |||||||
| 1255 23rd Street NW Suite 200 | Washington | DC | 20037 | 501(c)(3) Public Cha | Mem/Sub/Spon | $20,000 | |
| Dancers Group | |||||||
| 44 Gough St Suite 201 | San Francisco | CA | 94103 | 501(c)(3) Public Cha | General Support | $150 | |
| Designing Justice Designing Spaces | |||||||
| 2744 East 11th Street H03 | Oakland | CA | 94601 | 501(c)(3) Public Cha | General Support | $50,000 | |
| Diakonos Solutions Corporation | |||||||
| 423 Orchard Pass Ave | Ponte Vedra | FL | 32081 | 501(c)(3) Public Cha | General Support | $6,000 | |
| Diakonos Solutions Corporation | |||||||
| 423 Orchard Pass Ave | Ponte Vedra | FL | 32081 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Equal Justice Initiative | |||||||
| 122 Commerce St | Montgomery | AL | 36104 | 501(c)(3) Public Cha | General Support | $500 | |
| Faith in the Valley | |||||||
| 2027 E Harding Way | Stockton | CA | 95205 | 501(c)(3) Public Cha | General Support | $50,000 | |
| Farming Falmouth Inc | |||||||
| PO Box 2322 | Teaticket | MA | 02536 | 501(c)(3) Public Cha | General Support | $2,500 | |
| Federation of Appalachian Housing Enterprises Inc | |||||||
| 319 Oak Street | Berea | KY | 40403 | 501(c)(3) Public Cha | Pass-Through | $100,000 | |
| Federation of Appalachian Housing Enterprises Inc | |||||||
| 319 Oak Street | Berea | KY | 40403 | 501(c)(3) Public Cha | Pass-Through | $300,000 | |
| Friends of Brooklyn Collaborative Studies Inc | |||||||
| 610 Henry Street | Brooklyn | NY | 11231 | 501(c)(3) Public Cha | General Support | $500 | |
| Funders Network for Smart Growth and Livable Communities | |||||||
| 2000 Ponce de Leon Blvd Suite 600 | Coral Gables | FL | 33134 | 501(c)(3) Public Cha | Mem/Sub/Spon | $15,000 | |
| Girl Scouts of the USA | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Global Impact Investing Network | |||||||
| One Battery Park Plaza - 2nd Floor | New York | NY | 10004 | 501(c)(3) Public Cha | Mem/Sub/Spon | $20,000 | |
| Good Jobs First | |||||||
| 1380 Monroe St NW PMB 405 | Washington | DC | 20010 | 501(c)(3) Public Cha | General Support | $50,000 | |
| Guilford Free Public Library Asso Inc | |||||||
| 67 Park Street | Guilford | CT | 06437 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Hands In Outreach Inc | |||||||
| 1504 Silver St | Sheffield | MA | 01257 | 501(c)(3) Public Cha | General Support | $10,000 | |
| Heart of Maine United Way | |||||||
| 700 Main Street Suite 1 | Bangor | ME | 04401 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Hip Hop Caucus Education Fund | |||||||
| 529 14th Street Northwest Suite 952 | Washington | DC | 20045 | 501(c)(3) Public Cha | General Support | $500 | |
| Hispanic Catholic Charismatic Center of the Archdiocese of New York | |||||||
| 826 E 166th Street | Bronx | NY | 10459 | 501(c)(3) Public Cha | General Support | $4,500 | |
| Hispanic Catholic Charismatic Center of the Archdiocese of New York | |||||||
| 826 E 166th Street | Bronx | NY | 10459 | 501(c)(3) Public Cha | General Support | $5,000 | |
| Integrated Refugee and Immigrant Services Inc | |||||||
| 235 Nicoll Street 2nd Floor | New Haven | CT | 06511 | 501(c)(3) Public Cha | General Support | $500 | |
| Island Housing Trust | |||||||
| PO Box 851 | Mount Desert | ME | 04660 | 501(c)(3) Public Cha | General Support | $10,000 | |
| JACKSON METRO SPONSORING COMMITTEE | |||||||
| 1770 Ellis Avenue | Jackson | MS | 39204 | 501(c)(3) Public Cha | General Support | $30,000 | |
| Joyce Theater Foundation Inc | |||||||
| 175 Eighth Avenue | New York | NY | 10011 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Jubilee Gift Galaxy Inc | |||||||
| 6655 Moore Drive | Oakland | CA | 94611 | 501(c)(3) Public Cha | General Support | $150,000 | |
| Junior Major League Inc | |||||||
| PO Box 3102 | Milford | CT | 06460 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Keweenaw Community Forest Company | |||||||
| PO Box 300 | Mohawk | MI | 49950 | 501(c)(3) Public Cha | General Support | $100 | |
| Keweenaw Community Foundation | |||||||
| 236 Quincy St | Hancock | MI | 49930 | 501(c)(3) Public Cha | General Support | $2,500 | |
| Keweenaw Community Foundation | |||||||
| 236 Quincy St | Hancock | MI | 49930 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Keweenaw Community Foundation | |||||||
| 236 Quincy St | Hancock | MI | 49930 | 501(c)(3) Public Cha | General Support | $700 | |
| Keweenaw Community Foundation | |||||||
| 236 Quincy St | Hancock | MI | 49930 | 501(c)(3) Public Cha | General Support | $500 | |
| Keweenaw Community Foundation | |||||||
| 236 Quincy St | Hancock | MI | 49930 | 501(c)(3) Public Cha | General Support | $500 | |
| Keys 2 Success Inc | |||||||
| 1536 Springfield Ave | New Providence | NJ | 07974 | 501(c)(3) Public Cha | General Support | $500 | |
| Lambda Legal Defense and Education Fund Inc | |||||||
| 120 Wall Street 19th Fl | New York | NY | 10005 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Lawyers' Committee for Civil Rights Under Law | |||||||
| 1500 K Street NW Suite 900 | Washington | DC | 200052124 | 501(c)(3) Public Cha | General Support | $250 | |
| League of Women Voters Education Fund | |||||||
| 1233 20th Street NW Suite 500 | Washington | DC | 20036 | 501(c)(3) Public Cha | General Support | $100 | |
| Little Birthday Angels Inc | |||||||
| 1275 US Hwy 1 Suite 2 PMB 131 | Vero Beach | FL | 32960 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Little Brothers Friends of the Elderly - Upper Michigan Chapter | |||||||
| 527 Hancock St | Hancock | MI | 49930 | 501(c)(3) Public Cha | General Support | $500 | |
| Main Street Calumet Inc | |||||||
| PO Box 188 | Calumet | MI | 49913 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Main Street Calumet Inc | |||||||
| PO Box 188 | Calumet | MI | 49913 | 501(c)(3) Public Cha | General Support | $500 | |
| Maine Seacoast Mission | |||||||
| PO Box 600 | Northeast Harbor | ME | 04662 | 501(c)(3) Public Cha | General Support | $2,500 | |
| Maine Seacoast Mission | |||||||
| PO Box 600 | Northeast Harbor | ME | 04662 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Maine Seacoast Mission | |||||||
| PO Box 600 | Northeast Harbor | ME | 04662 | 501(c)(3) Public Cha | General Support | $10,000 | |
| Maplewood Middle School Home & School Association | |||||||
| 7 Burnett St | Maplewood | NJ | 07040 | 501(c)(3) Public Cha | General Support | $500 | |
| Meeting Essential Needs With Dignity Inc | |||||||
| PO Box 1304 | Maplewood | NJ | 07040 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Metro IAF Inc | |||||||
| c/o First Presbyterian Church 89-60 | Jamaica | NY | 11432 | 501(c)(3) Public Cha | General Support | $60,000 | 164th Street |
| Metropolitan United Methodist Church | |||||||
| 30522 Dr William P Hytche Blvd | Princess Anne | MD | 30522 | 501(c)(3) Public Cha | General Support | $250 | |
| Mission Investors Exchange | |||||||
| 105 W 86th Street 358 | New York | NY | 10024 | 501(c)(3) Public Cha | Mem/Sub/Spon | $15,000 | |
| Montpelier Foundation Inc | |||||||
| PO Box 364 | Montpelier | VT | 05601 | 501(c)(3) Public Cha | General Support | $10,000 | |
| National Federation of Municipal Analysts | |||||||
| PO Box 14893 | Pittsburgh | PA | 15234 | 501(c)(3) Public Cha | Project-Based | $15,000 | |
| Neighborhood House Club | |||||||
| PO Box 332 | Northeast Harbor | ME | 04662 | 501(c)(3) Public Cha | General Support | $500 | |
| New Economy Project | |||||||
| 121 West 27 Street Suite 804 | New York | NY | 10001 | 501(c)(3) Public Cha | General Support | $500 | |
| New Haven Ecology Project Inc | |||||||
| 358 Springside Ave | New Haven | CT | 06515 | 501(c)(3) Public Cha | General Support | $400 | |
| New Sun Rising | |||||||
| PO Box 58005 | Millvale | PA | 15209 | 501(c)(3) Public Cha | General Support | $120,000 | |
| New Venture Fund | |||||||
| PO Box 37734 | Baltimore | MD | 21297 | 501(c)(3) Public Cha | General Support | $1,000 | |
| New York Public Radio | |||||||
| 160 Varick Street | New York | NY | 10013 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Next City Inc | |||||||
| PO Box 22449 | Philadelphia | PA | 19110 | 501(c)(3) Public Cha | General Support | $50,000 | |
| Oko Urban Farms Inc | |||||||
| 1777 Eastern Parkway Suite 2 | Brooklyn | NY | 11211 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Oko Urban Farms Inc | |||||||
| 1777 Eastern Parkway Suite 2 | Brooklyn | NY | 11211 | 501(c)(3) Public Cha | General Support | $100 | |
| Omega House Inc | |||||||
| 2211 Maureen Lane | Houghton | MI | 49931 | 501(c)(3) Public Cha | General Support | $500 | |
| Open Channels New York Inc | |||||||
| 161A Chrystie Street | New York | NY | 10002 | 501(c)(3) Public Cha | General Support | $500 | |
| Open Possibilities dba Possibility Labs | |||||||
| 1410 Franklin Street - Num 135 | San Francisco | CA | 941090000 | 501(c)(3) Public Cha | General Support | $125,000 | |
| Open Possibilities dba Possibility Labs | |||||||
| 1410 Franklin Street - Num 135 | San Francisco | CA | 941090000 | 501(c)(3) Public Cha | General Support | $400 | |
| Parent Teacher Assn of Bard High School Early College- Queens Inc | |||||||
| 30-20 Thomson Ave 6th Floor | Queens | NY | 11101 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Partnership Housing Inc | |||||||
| 67 Lone Oak Industrial Park Road - | Booneville | KY | 41314 | 501(c)(3) Public Cha | General Support | $5,000 | PO Box 236 |
| Planned Parenthood of Michigan | |||||||
| PO Box 3673 | Ann Arbor | MI | 48104 | 501(c)(3) Public Cha | General Support | $100 | |
| Public Schools of Calumet Laurium & Keweenaw Foundation | |||||||
| 57070 Mine St | Calumet | MI | 49913 | 501(c)(3) Public Cha | General Support | $100 | |
| QueerArt Inc | |||||||
| 140 2nd Ave 501 | New York | NY | 10003 | 501(c)(3) Public Cha | General Support | $1,000 | |
| Refuser Solidarity Network Inc | |||||||
| 712 H ST NE PMB 98277 | Washington | DC | 20002 | 501(c)(3) Public Cha | General Support | $300 | |
| Remineralize the Earth Inc | |||||||
| 152 South Street | Northampton | MA | 01060 | 501(c)(3) Public Cha | General Support | $2,500 | |
| Rock And Soul Forever Foundation | |||||||
| PO Box 330 | Leonardo | NJ | 07737 | 501(c)(3) Public Cha | General Support | $200 | |
| Rooted Hearts Ministries | |||||||
| PO BOX 562392 | Charlotte | NC | 28256 | 501(c)(3) Public Cha | General Support | $500 | |
| Sandy Hook Promise Foundation | |||||||
| PO Box 3489 | Newtown | CT | 06470 | 501(c)(3) Public Cha | General Support | $500 | |
| Seeds of Solidarity Education Center Inc | |||||||
| 165 Chestnut Hill Road | Orange | MA | 013641708 | 501(c)(3) Public Cha | General Support | $5,000 | |
| Self-Help Enterprises | |||||||
| P O Box 6520 | Visalia | CA | 932906520 | 501(c)(3) Public Cha | General Support | $150,000 | |
| Soul Fire Farm Institute Inc | |||||||
| 1972 Ny Highway 2 | Petersburg | NY | 12138 | 501(c)(3) Public Cha | General Support | $400 | |
| South OrangeMaplewood Community Coalition on Race | |||||||
| 516 Prospect St | Maplewood | NJ | 07040 | 501(c)(3) Public Cha | General Support | $2,000 | |
| South OrangeMaplewood Community Coalition on Race | |||||||
| 516 Prospect St | Maplewood | NJ | 07040 | 501(c)(3) Public Cha | General Support | $2,000 | |
| St Louis University High School | |||||||
| 4970 Oakland Avenue | St Louis | MO | 63110 | 501(c)(3) Public Cha | General Support | $500 | |
| Stamford Spartans Youth Football | |||||||
| 105 Harbor Dr Apt 117 | Stamford | CT | 06902 | 501(c)(3) Public Cha | General Support | $2,000 | |
| Stamford Spartans Youth Football | |||||||
| 105 Harbor Dr Apt 117 | Stamford | CT | 06902 | 501(c)(3) Public Cha | General Support | $950 | |
| Stamford Spartans Youth Football | |||||||
| 105 Harbor Dr Apt 117 | Stamford | CT | 06902 | 501(c)(3) Public Cha | General Support | $2,000 | |
| State University of Iowa Foundation | |||||||
| PO BOX 4550 | Iowa City | IA | 52244 | 501(c)(3) Public Cha | General Support | $400 | |
| Stratos Partners | |||||||
| 311 S Evaline St | Pittsburgh | PA | 15224 | For Profit | Project-Based | $150,000 | |
| Taller Salud Inc | |||||||
| PO Box 524 | Loiza | PR | 00772 | 501(c)(3) Public Cha | General Support | $500 | |
| The Center for Michigan Inc | |||||||
| 220 W Michigan Ave | Ypsilanti | MI | 48197 | 501(c)(3) Public Cha | General Support | $100 | |
| The Gooden Center | |||||||
| 191 N El Molino Ave | Pasadena | CA | 91101 | 501(c)(3) Public Cha | General Support | $500 | |
| The Haitian Project Inc | |||||||
| PO Box 6891 | Providence | RI | 02940 | 501(c)(3) Public Cha | General Support | $500 | |
| The Haitian Project Inc | |||||||
| PO Box 6891 | Providence | RI | 02940 | 501(c)(3) Public Cha | General Support | $3,000 | |
| The Lincoln Institute of Land Policy | |||||||
| 113 Brattle Street | Cambridge | MA | 021383400 | 501(c)(3) Private Op | Project-Based | $150,000 | |
| The Urban Institute | |||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | 501(c)(3) Public Cha | Project-Based | $175,500 | |
| U Empower of Maryland Inc | |||||||
| 760 Ritchie Hwy | Severna Park | MD | 21146 | 501(c)(3) Public Cha | General Support | $500 | |
| United Community Centers Inc | |||||||
| 613 New Lots Avenue | Brooklyn | NY | 11207 | 501(c)(3) Public Cha | General Support | $500 | |
| Upper Peninsula Firefighters Memorial Museum | |||||||
| PO Box 503 | Calumet | MI | 49931 | 501(c)(3) Public Cha | General Support | $100 | |
| Upper Peninsula Firefighters Memorial Museum | |||||||
| PO Box 503 | Calumet | MI | 49931 | 501(c)(3) Public Cha | General Support | $100 | |
| Uprose Inc | |||||||
| 462 36th Street Suite 3A | Brooklyn | NY | 11232 | 501(c)(3) Public Cha | General Support | $500 | |
| Urban Farming Institute of Boston Inc | |||||||
| PO Box 260371 | Mattapan | MA | 02126 | 501(c)(3) Public Cha | General Support | $2,500 | |
| US Endowment for Forestry & Communities | |||||||
| 908 E North Street | Greenville | SC | 29601 | 501(c)(3) Public Cha | Project-Based | $53,000 | |
| Wallingford Public Library Assoc | |||||||
| 200 N Main St | Wallingford | CT | 06492 | 501(c)(3) Public Cha | General Support | $200 | |
| Wellness Collaborative Inc | |||||||
| 32 Dudley Street | Roxbury | MA | 02199 | 501(c)(3) Public Cha | General Support | $2,500 | |
| William J Brennan Jr Center for Justice Inc | |||||||
| 161 Avenue of the Americas 12th | New York | NY | 10013 | 501(c)(3) Public Cha | General Support | $250 | Floor |
| Williams College | |||||||
| Alumni Relations Development Office | Williamstown | MA | 01267 | 501(c)(3) Public Cha | General Support | $2,000 | 75 Park St |
| Womens Foundation of California | |||||||
| 1301 Clay Street 71719 | Oakland | CA | 94612 | 501(c)(3) Public Cha | General Support | $500 | |
| Working Solutions CDFI | |||||||
| 930 Montgomery Street Suite 400 | San Francisco | CA | 94133 | 501(c)(3) Public Cha | General Support | $500 | |
| World Foundation for Girl Guides and Girl Scouts | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | 501(c)(3) Public Cha | General Support | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,480,286 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Mission Investors Exchange | ||||||
| 105 W 86th Street | New York | NY | 10024 | 501(c)(3) Public Cha | Membership/sponsorship | $60,000 |
| Lincoln Institute of Land Policy | ||||||
| 113 Brattle Street | Cambridge | MA | 021383400 | 501(c)(3) Private Op | Project Based | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $135,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEE | Desc |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,011,752 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,379,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,390,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,390,805 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | LICENSING REVENUE FROM US COMMUNITY INVESTING INDEX | RelationshipStatementTxt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSOURCED CONTROLLER | $33,500 | $0 | $0 |
| AUDIT | $84,425 | $9,124 | $35,600 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| HFCU | $1,000,000 |
| VARIOUS | $46,497 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| NETWORK IMPACT | |||||||||
| 25 SIGOURNEY STREET | BOSTON | MA | 02130 | 2022-03-10 | $150,000 | To support the examination of collective agency, networks and reflective learning in community transformation. | $150,000 | NO | 3/31/2022, 9/30/2022, 12/31/2022 |
| TRANSFORM FINANCE INC | |||||||||
| 188 GRAND STREET | NEW YORK | NY | 10013 | 2022-02-01 | $50,000 | To conduct and disseminate research; public education through trainings and convenings; and provide advisory services and implementation support. | $50,000 | NO | 6/30/2022, 9/30/2022 |
| LINCOLN INSTITUTE OF LAND POLICY | |||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | 2023-02-22 | $150,000 | To help define what a healthy community development ecosystem looks like and to help identify investment opportunities within communities. | $150,000 | NO | 2/28/2023, 6/30/2024 |
| BDO FMA LLC | |||||||||
| 600 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10016 | 2022-04-04 | $50,000 | to explore what is necessary for nonprofits to increase their capacity, or to properly capitalize the enterprise, to ensure success in accomplishing their respective missions. In particular, the project will help augment existing datasets with additional data to provide a more holistic perspective on the health of nonprofits providing essential services in their communities. | $50,000 | NO | 9/30/2022 |
| STRATOS PARTNERS | |||||||||
| 311 S EVALINE STREET | PITTSBURGH | PA | 15224 | 2023-02-28 | $75,000 | TO SUPPORT SPECIFIC RESEARCH QUESTIONS | $75,000 | NO | 03/23/2023, 07/31/2024 |
| LINCOLN INSTITUTE OF LAND POLICY | |||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | 2023-12-21 | $75,000 | To help define what a healthy community development ecosystem looks like and to help identify investment opportunities within communities. | $75,000 | NO | 01/31/2024, 06/30/2024, 08/31/2024 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE ISSUES | BondNm |
| EOY Book Value | $2,339,056 | EOYBookValueAmt |
| EOYFMV | $2,339,056 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK INVESTMENTS | StockNm |
| EOY Book Value | $195,604,037 | EOYBookValueAmt |
| EOYFMV | $195,604,037 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,268,303 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,268,303 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $49,337,896 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $49,337,896 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISSION RELATED LIMITED PARTNERSHIPS | FMV | $15,598,174 | $15,598,174 |
| OTHER FIXED INCOME SECURITIES | FMV | $26,517,160 | $26,517,160 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $175,559 | LegalFeesAmt |
| Net Investment Income | $72,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,457 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $16,450,858 | $12,947,355 | $12,947,355 |
| PREPAID FEDERAL EXCISE TAX | $32,000 | $32,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $114,106 | $114,106 | $0 |
| EQUIPMENT AND EQUIPMENT REPAIR | $547 | $59 | $665 |
| OFFICE | $100,547 | $30 | $101,063 |
| INSURANCE | $48,489 | $5,240 | $40,122 |
| BANK FEES | $2,112 | $0 | $2,112 |
| MARKET DATA | $49,493 | $49,493 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION, NET OF DEFERRED TAX | Desc |
| Amt | $31,688,770 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $228,709 | BOYBookValueAmt |
| EOY Book Value | $690,249 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $1,517,063 | $1,517,063 | $0 |
| PORTFOLIO MONITORING | $300,000 | $300,000 | $0 |
| HUMAN RESOURCES | $59,073 | $0 | $56,542 |
| PROFESSIONAL DEVELOPMENT | $21,609 | $0 | $21,609 |
| DESKTOP AND NETWORK SUPPORT | $46,500 | $0 | $46,500 |
| MARKETING | $157,084 | $0 | $155,584 |
| CONSULTING AND ADVISING | $397,106 | $55,002 | $410,229 |
| OTHER INVESTMENT | $62,484 | $62,484 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $120,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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