TINY BEAM FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TINY BEAM FUND INC (EIN 83-3062276)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202413039349100806
- 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
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T09:53:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 833062276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TINY BEAM FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TINY | BusinessNameControlTxt |
| Phone | 6174392503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GMA FOUNDATIONS 2 LIBERTY SQ 50 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEN LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392503 | PhoneNum |
| Signature | 2024-10-22 | 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 | PAUL F RICH JR | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,870,918 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $91 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $361,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $371,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,174,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $306,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,763 | 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 | $1,642 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,232 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $410 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,390 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,788 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,242 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,242 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $519,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $448,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$212,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $31,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,249 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $11,203,182 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,019,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,857,669 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,235,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,032,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,870,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,235,074 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,032,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,235,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,032,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,235,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,032,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,235,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$212,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,448 | OtherIncreasesAmt |
| Subtotal | $11,038,704 | SubtotalAmt |
| Other Decreases | $5,895 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,032,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #522-072820 | 2023-01-02 | 2023-12-31 | $11,766 | -$11,766 | -$11,766 | ||
| MORGAN STANLEY #522-072820 | 2022-01-02 | 2023-12-31 | $902 | -$902 | -$902 | ||
| MORGAN STANLEY #522-072823 | 2023-01-02 | 2023-12-31 | $289,836 | $2,227 | $2,227 | $292,063 | |
| MORGAN STANLEY #522-072823 | 2022-01-02 | 2023-12-31 | $351,605 | $83,180 | $83,180 | $434,785 | |
| MORGAN STANLEY #522-076614 | 2023-01-02 | 2023-12-31 | $4,010,718 | -$94,236 | -$94,236 | $3,916,482 | |
| MORGAN STANLEY #522-076614 | 2022-01-02 | 2023-12-31 | $1,563,844 | -$44,934 | -$44,934 | $1,518,910 | |
| CAPITAL GAINS DIVIDENDS | $12,288 | $12,288 | $12,288 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $1,701 | OverpaymentAmt |
| Applied To ES Tax | $1,701 | 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 | MA | 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 | TINYBEAMFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174392503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD 7TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | TREASURER | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | CLERK | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES CARTER | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SINDY YEUNG | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | ME | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $11,354,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,555,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,555,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,382,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,239 | TotalTaxAmt |
| Distributable Before Adj | $564,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $564,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $564,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $448,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $448,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $564,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $13,152 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $13,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $448,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $448,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,152 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,152 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $102,805 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARMEN LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW BENNIE | |||||||||||||
| 5 MACBETH AVENUE UNIT 76 | WITKOPPEN | JOHANNESBURG | SF | NONE | I | BQI FELLOWSHIP | $15,000 | ||||||
| ANIMAL CHARITY EVALUATOR | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $12,500 | 340 S LEMON AVE 3480 | WALNUT | CA | 91789 | ||||||
| ANIMAL POLICY INTERNATIONAL (PLAYERS PHILANTHROPY FUND HOLDING ACCOUNT) | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $7,780 | 1122 KENILWORTH DR SUITE 201 | TOWSON | MD | 21204 | ||||||
| ANIMAL WELFARE LEAGUE GHANA | |||||||||||||
| AK-769-6279 | APEMSO | KUMASI | GH | NONE | PC | FUELING ADVOCATES INITIATIVE | $5,900 | ||||||
| AQUATIC LIFE INSTITUTE | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $8,000 | 541 N WAGNER AVENUE | MAMARONECK | NY | 10543 | ||||||
| ASOCIACION PARA EL RESCATE Y BIENESTAR | |||||||||||||
| MARISCAL RAMON CASTILLA 695 | LIMA | PE | NONE | PC | FUELING ADVOCATES INITIATIVE | $4,700 | 15048 | ||||||
| BRIAN COOK | |||||||||||||
| 7 ADDISON DRIVE | OXFORD | OXFORDSHIRE | UK | NONE | I | BQI FELLOWSHIP | $20,000 | OX4 3UD | |||||
| DUBLIN CITY UNIVERSITY | |||||||||||||
| GLASNEVIN | DUBLIN | EI | NONE | UNIVERSITY | BQI RESEARCH PLANNING GRANT | $14,169 | |||||||
| FORUM NACIONAL DE PROTECAO E DEFESA ANIMAL | |||||||||||||
| RUA TEODURETO SOUTO 814 | SAO PAULO | BR | NONE | PC | FUELING ADVOCATES INITIATIVE | $3,400 | 01530-000 | ||||||
| GLOBAL FOOD PARTNERS | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $13,000 | 1629 K STREET NW SUITE 300 | WASHINGTON | DC | 20006 | ||||||
| HUMANE LEAGUE | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $6,000 | 1321 UPLAND DR PMB19696 | HOUSTON | TX | 770434718 | ||||||
| INSTITUTE FOR AGRICULTURE AND TRADE POLICY | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $13,000 | 1700 2ND STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | ||||||
| JESSE A ROBBINS | |||||||||||||
| NONE | I | BQI FELLOWSHIP AWARD | $10,000 | 700 CRESCENT DRIVE | CARLISLE | IA | 50047 | ||||||
| KAREN HUDLET VAZQUEZ | |||||||||||||
| NONE | I | BQI FELLOWSHIP | $15,000 | 4112 RIDGELEY AVE NE | ALBURQUERQUE | NM | 871081143 | ||||||
| LEIDEN UNIVERSITY | |||||||||||||
| RAPENBURG 70 | LEIDEN | NL | NONE | UNIVERSITY | BQI RESEARCH PLANNING GRANT | $15,000 | 2311 EZ | ||||||
| MAGGIE SHANAHAM | |||||||||||||
| NONE | I | BQI FELLOWSHIP | $20,000 | 1974 BREEN LANE | SUPERIOR | CO | 80027 | ||||||
| MARIANN MOLNAR | |||||||||||||
| 1015 BUDAPEST | BATTHYANY UTCA | HU | NONE | I | BQI FELLOWSHIP | $20,000 | 36 31 | ||||||
| MARION WOOD DIXON | |||||||||||||
| NONE | I | BQI FELLOWSHIP AWARD | $10,000 | 1387 CARDINAL DRIVE | PITTSBURGH | PA | 15243 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| NONE | UNIVERSITY | KINDLING INITIATIVE | $13,850 | DEPT OF ENVIRONMENTAL STUDIES 285 | NEW YORK | NY | 10003 | MERCER STREET | |||||
| RAISA RAMOS DE PINA | |||||||||||||
| FLAT 1 59 THE VALE | LONDON | UK | NONE | I | BQI FELLOWSHIP | $15,000 | W3 7RR | ||||||
| SDSN ASSOCIATION INC | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $6,500 | 475 RIVERSIDE DRIVE SUITE 530 | NEW YORK | NY | 10115 | ||||||
| TECHNISCHE UNIVERSITAT | |||||||||||||
| STRABE DES 17 JUNI 135 | BERLIN | GM | NONE | UNIVERSITY | BQI RESEARCH PLANNING GRANT | $14,945 | 10623 | ||||||
| THE HUMANE LEAGUE | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $6,000 | PO BOX 10476 | ROCKVILLE | MD | 20849 | ||||||
| THE JOHN HOPKINS UNIVERSITY | |||||||||||||
| NONE | UNIVERSITY | BQI FELLOWSHIP | $12,500 | 615 N WOLFE ST ROOM W7007 JOHN | BALTIMORE | MD | 21205 | HOPKINS BLOOMBERG SCHOOL OF PUBLIC | |||||
| THE ROYAL VETERINARY COLLEGE | |||||||||||||
| HAWKSHEAD LANE | HATFIELD | HERTFORDSHIRE | UK | NONE | UNIVERSITY | KINDLING INITIATIVE | $61,998 | AL9 7TA | |||||
| UNIVERSITY OF ADELAIDE | |||||||||||||
| 50 RUNDLE MALL | SA | AS | NONE | UNIVERSITY | BQI RESEARCH PLANNING GRANT | $25,000 | 5005 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,242 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW BENNIE | |||||||||||||
| 5 MACBETH AVENUE UNIT 76 | WITKOPPEN | JOHANNESBURG | SF | NONE | I | BQI FELLOWSHIP | $30,000 | ||||||
| ANIMAL POLICY INTERNATIONAL (PLAYERS PHILANTHROPY FUND HOLDING ACCOUNT) | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $15,540 | 1122 KENILWORTH DR SUITE 201 | TOWSON | MD | 21204 | ||||||
| ANIMAL WELFARE LEAGUE GHANA | |||||||||||||
| AK-769-6279 | APEMSO | KUMASI | GH | NONE | PC | FUELING ADVOCATES INITIATIVE | $11,600 | ||||||
| AQUATIC LIFE INSTITUTE | |||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $16,000 | 541 N WAGNER AVENUE | MAMARONECK | NY | 10543 | ||||||
| ASOCIACION PARA EL RESCATE Y BIENESTAR | |||||||||||||
| MARISCAL RAMON CASTILLA 695 | LIMA | PE | NONE | PC | FUELING ADVOCATES INITIATIVE | $9,300 | 15048 | ||||||
| FORUM NACIONAL DE PROTECAO E DEFESA ANIMAL | |||||||||||||
| RUA TEODURETO SOUTO 814 | SAO PAULO | BR | NONE | PC | FUELING ADVOCATES INITIATIVE | $6,600 | 01530-000 | ||||||
| KAREN HUDLET VAZQUEZ | |||||||||||||
| NONE | I | BQI FELLOWSHIP | $30,000 | 4112 RIDGELEY AVE NE | ALBURQUERQUE | NM | 871081143 | ||||||
| MAGGIE SHANAHAM | |||||||||||||
| NONE | I | BQI FELLOWSHIP | $40,000 | 1974 BREEN LANE | SUPERIOR | CO | 80027 | ||||||
| MARIANN MOLNAR | |||||||||||||
| 1015 BUDAPEST | BATTHYANY UTCA | HU | NONE | I | BQI FELLOWSHIP | $40,000 | 36 31 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| NONE | UNIVERSITY | KINDLING INITIATIVE | $6,925 | DEPT OF ENVIRONMENTAL STUDIES 285 | NEW YORK | NY | 10003 | MERCER STREET | |||||
| RAISA RAMOS DE PINA | |||||||||||||
| FLAT 1 59 THE VALE | LONDON | UK | NONE | I | BQI FELLOWSHIP | $30,000 | W3 7RR | ||||||
| THE JOHN HOPKINS UNIVERSITY | |||||||||||||
| NONE | UNIVERSITY | BQI FELLOWSHIP | $12,500 | 615 N WOLFE ST ROOM W7007 JOHN | BALTIMORE | MD | 21205 | HOPKINS BLOOMBERG SCHOOL OF PUBLIC | |||||
| THE ROYAL VETERINARY COLLEGE | |||||||||||||
| HAWKSHEAD LANE | HATFIELD | HERTFORDSHIRE | UK | NONE | UNIVERSITY | KINDLING INITIATIVE | $18,046 | AL9 7TA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $266,511 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $306,429 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,429 | 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 | TAX PREP FEES - NUTTER | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIMAL WELFARE LEAGUE GHANA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AK-769-6279 | AddressLine1Txt |
| City | APEMSO | CityNm |
| Province Or State | KUMASI | ProvinceOrStateNm |
| Country | GH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-01 | GrantDt |
| Grant | $17,500 | GrantAmt |
| Purpose Of Grant | FUELING ADVOCATES INITIATIVE RESEARCH PROJECT - ECONOMIC ANALYSIS OF POULTRY PRODUCTION SYSTEMS IN GHANA | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/31/2024 | DatesOfReportsByGranteeTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - NUTTER | CategoryTxt |
| Legal Fees | $1,642 | LegalFeesAmt |
| Net Investment Income | $1,232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $410 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED & CLOSED END FUNDS | $10,573,975 | $10,120,922 | $10,948,590 |
| STOCKS | $629,207 | $24,345 | $34,786 |
| MUTUAL FUNDS | $874,293 | $874,293 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGN DIVIDEND GROSS UP FOR FOREIGN TAX WITHHELD | $5,788 |
| BASIS ADJUSTMENTS | $107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY FEES | $57,560 | $57,560 | $0 |
| 2022 MA FILING FEE | $125 | $0 | $125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $4,692 |
| UNSETTLED PURCHASES INCLUDED ON BALANCE SHEET | $7,869 |
| UNSETTLED SALE NOT INCLUDED ON BALANCE SHEET | $3,887 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL RESEARCH - NGO SOURCE | $250 | $0 | $250 |
| MEMBERSHIP FEE - COUNCIL ON FOUNDATIONS | $1,000 | $0 | $1,000 |
| MEMBERSHIP FEE - HUMANE AMERICA ANIMAL FOUNDATION | $2,500 | $0 | $2,500 |
| LEGAL ADVISE - HURWIT & ASSOCIATES | $17,071 | $0 | $17,071 |
| CONSULTING - CHE GREEN | $3,250 | $0 | $3,250 |
| WEBSITE DESIGN | $2,388 | $0 | $2,388 |
| GRAPHIC DESIGN SERVICES | $2,400 | $0 | $2,400 |
| WEBSITE MAINTENENCE SERVICES | $4,745 | $0 | $4,745 |
| TPI - PHILANTHROPIC ADVISORY SERVICES | $869 | $0 | $869 |
| GMA FOUNDATIONS INC - MANAGEMENT & ADVISORY SERVICES | $40,029 | $0 | $40,029 |
| VIDEOGRAPHY SERVICE | $388 | $0 | $388 |
| BIOGRAPHY SERVICES | $3,500 | $0 | $3,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $5,788 | $5,788 | $0 |
| UNITED STATES TREASURY - 2022 EXTENSION | $3,500 | $0 | $0 |
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