XQ INSTITUTE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- XQ INSTITUTE (EIN 47-4422640)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202413119349102286
- 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
- Schedule B
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T17:45:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | 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 | 474422640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XQ INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | XQIN | BusinessNameControlTxt |
| Phone | 6502105118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 3RD STREET 319 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON DOOLEY | PersonNm |
| Person Title | CHIEF FIN & ADMIN OFFICER | PersonTitleTxt |
| Phone | 6502105118 | PhoneNum |
| Signature | 2024-11-01 | 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 | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | 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 | $4,904,857 | 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 | $64,423,462 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $936 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $936 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $936 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $232,302 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $232,302 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $64,656,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $936 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $233,238 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $829,749 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $829,749 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,873,170 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,633,617 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,140,374 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,140,076 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $979,289 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $992,164 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $175,648 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $98,583 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,192,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,621,024 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,232 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,485,934 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,440,594 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $36,163 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $36,163 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,572,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,529,316 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,286,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,322,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,200,043 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,200,043 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,486,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,522,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,829,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $233,238 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,348,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,039,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,039,438 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $1,486 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,616 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,616 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $532,502 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $975,130 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $975,130 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,404,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,404,186 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $888,673 | OtherAssetsBOYAmt |
| Other Assets EOY | $888,673 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $888,673 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,771,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,904,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,904,857 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,098,381 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,061,312 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,098,381 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,061,312 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,672,937 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,843,545 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,672,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,843,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,771,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,904,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,672,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,829,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,843,545 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,843,545 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26 | 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 | $26 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | XQSUPERSCHOOL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XQ INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502105118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 3RD STREET 319 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | 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 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENE POWELL JOBS | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHAIR OF THE BOARD | 10.00 | $0 | $0 | $0 |
| RUSSLYNN ALI | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHIEF EXECUTIVE OFFICER | 35.00 | $0 | $0 | $0 |
| MICHAEL KLEIN | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| GEOFFREY CANADA | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | TREASURER | 3.00 | $0 | $0 | $0 |
| YO-YO MA | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MARC ECKO | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | SECRETARY | 35.00 | $0 | $0 | $0 |
| JIMMY IOVINE | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MOLLY MAUER | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHIEF OPERATING OFFICER | 40.00 | $461,996 | $31,833 | $0 |
| JEYACHANDRAN RATNAGOPAL | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHIEF FINANCIAL AND BUDGET OFFICER | 40.00 | $367,753 | $27,398 | $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 |
|---|---|---|---|---|---|---|---|---|
| THEODORE MARTSON | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHIEF PRODUCT OFFICE | 40.00 | $464,113 | $21,525 | $0 |
| JEANIE LEE | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHIEF PROGRAM OFFICE | 40.00 | $409,288 | $30,654 | $0 |
| ANNE MACKINNON | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | SENIOR ADVISOR | 40.00 | $395,698 | $39,760 | $0 |
| MICHAEL EVANS | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | HEAD OF CREATIVE | 40.00 | $389,597 | $32,280 | $0 |
| KATHRYN TAGUE | ||||||||
| 248 3RD STREET SUITE 319 | OAKLAND | CA | 94607 | CHIEF LEGAL OFFICER | 40.00 | $384,750 | $36,284 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 43 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYPARTNERS LLC | |||||
| 395 HUDSON STREET 8TH FLOOR | NEW YORK | NY | 10014 | STRATEGIC DEVELOPMENT | $8,877,250 |
| BAIN & COMPANY INC | |||||
| 131 DARTMOUTH STREET | BOSTON | MA | 02116 | STRATEGIC DEVELOPMENT | $6,557,855 |
| MDRC | |||||
| 200 VESEY STREET 23RD FLOOR | NEW YORK | NY | 10281 | RESEARCH | $1,509,079 |
| STUDENT ACHIEVEMENT PARTNERS | |||||
| PO BOX 21655 | NEW YORK | NY | 10087 | CONTENT & PRODUCT DEVELOPMENT | $1,365,858 |
| MEASUREMENT INCORPORATED | |||||
| 423 MORRIS STREET | DURHAM | NC | 27701 | CONTENT & PRODUCT DEVELOPMENT | $1,087,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 59 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MOVEMENT BUILDING AND PUBLIC AWARENESS. THROUGH OUR OWN ACTIVITIES AND BY SUPPORTING THE ALIGNED WORK OF OTHER ORGANIZATIONS, XQ SEEKS TO BUILD NATIONAL WILL FOR HIGH SCHOOL TRANSFORMATION. WE PURSUE THAT GOAL THROUGH CREATIVE USE OF MEDIA (INCLUDING FILM, TELEVISION AND SOCIAL MEDIA), STORYTELLING, DONATED ADVERTISING, PUBLIC REPORTS ON KEY ISSUES IN HIGH SCHOOL REFORM, AND PUBLIC SPEAKING. | Description1Txt |
| Expenses1 | $15,201,676 | Expenses1Amt |
| Description2 | SUPPORT FOR NEW HIGH SCHOOL DESIGNS AND TOOLS & RESOURCES FOR COMMUNITY ADVOCATES TO ENGAGE IN HIGH SCHOOL REDESIGN. XQ WORKS IN COMMUNITIES THROUGHOUT THE COUNTRY, WITH INDIVIDUAL SCHOOLS AND ENTIRE SCHOOL SYSTEMS, TO HELP THEM DREAM BIG ABOUT WHAT HIGH SCHOOL COULD BE, TURN THEIR INNOVATIVE IDEAS INTO ACTION, AND CREATE MORE RIGOROUS AND EQUITABLE SCHOOLS. XQ SHARES WHAT'S WORKING WITH OTHER SCHOOLS AND DISTRICTS, SO THEY CAN TAILOR NEW MODELS TO THE NEEDS OF THEIR OWN STUDENTS AND COMMUNITIES. XQ CREATES AND SHARES OPEN-SOURCE TOOLS, BASED ON RESEARCH AND DESIGN THINKING, WHICH EMPOWER PEOPLE TO TAKE UP THE CHALLENGE OF TRANSFORMING THEIR HIGH SCHOOLS WITH A UNIFYING GOAL: UNLOCKING THE AMERICAN PROMISE OF A HIGH-QUALITY EDUCATION FOR EVERYONE. | Description2Txt |
| Expenses2 | $31,647,344 | Expenses2Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,754,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,063,622 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,817,756 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,817,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,670,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $483,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,522,561 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,522,561 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-06-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $233,238 | CurrentYearAmt |
| Year1 | $38,993 | Year1Amt |
| Year2 | $25,948 | Year2Amt |
| Year3 | $44,302 | Year3Amt |
| Total | $342,481 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $198,252 | CurrentYearAmt |
| Year1 | $33,144 | Year1Amt |
| Year2 | $22,056 | Year2Amt |
| Year3 | $37,657 | Year3Amt |
| Total | $291,109 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $72,522,561 | CurrentYearAmt |
| Year1 | $75,188,088 | Year1Amt |
| Year2 | $52,839,281 | Year2Amt |
| Year3 | $48,182,651 | Year3Amt |
| Total | $248,732,581 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,200,043 | CurrentYearAmt |
| Year1 | $33,487,466 | Year1Amt |
| Year2 | $23,055,267 | Year2Amt |
| Year3 | $23,755,072 | Year3Amt |
| Total | $100,497,848 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $52,322,518 | CurrentYearAmt |
| Year1 | $41,700,622 | Year1Amt |
| Year2 | $29,784,014 | Year2Amt |
| Year3 | $24,427,579 | Year3Amt |
| Total | $148,234,733 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $322,350 | CurrentYearAmt |
| Year1 | $463,332 | Year1Amt |
| Year2 | $355,462 | Year2Amt |
| Year3 | $409,400 | Year3Amt |
| Total | $1,550,544 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR SOUTH CENTRAL NEW YORK INC | ||||||||
| 520 COLUMBIA DRIVE SUITE 100 | JOHNSON CITY | NY | 13790 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | |
| CROSSTOWN HIGH SCHOOL INC | ||||||||
| 1365 TOWER AVENUE | MEMPHIS | TN | 38104 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $1,015,934 | |
| EDUCATION FOR CHANGE | ||||||||
| 333 HEGENBERGER ROAD SUITE 600 | OAKLAND | CA | 94621 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $1,590,800 | |
| ELIZABETHTON HIGH SCHOOL | ||||||||
| 804 SOUTH WATAUGA AVENUE | ELIZABETHTON | TN | 37643 | N/A | GOV | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $169,144 | |
| FOUNDATION FOR SEMINOLE COUNTY PUBLIC SCHOOLS INC | ||||||||
| 400 E LAKE MARY BLVD | SANFORD | FL | 32773 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | |
| IOVINE AND YOUNG FOUNDATION | ||||||||
| 1880 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | N/A | PC | SUPPORT THE CREATION OF NEW SCHOOL, THE IOVINE AND YOUNG CENTER | $1,500,000 | |
| NEW HARMONY HIGH INSTITUTE | ||||||||
| 400 POYDRAS SUITE 1812 | NEW ORLEANS | LA | 70130 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $1,779,701 | |
| PURDUE POLYTECHNIC HIGH SCHOOL OF INDIANAPOLIS INC | ||||||||
| 101 W OHIO STREET SUITE 1250 | INDIANAPOLIS | IN | 46204 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $250,000 | |
| WASHINGTON LEADERSHIP ACADEMY | ||||||||
| 3015 4TH STREET NORTHEAST | WASHINGTON | DC | 20017 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $1,310,139 | |
| DC PUBLIC EDUCATION FUND | ||||||||
| 3407 14TH STREET NW | WASHINGTON | DC | 20010 | N/A | PC | SUPPORT DC PUBLIC SCHOOLS IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOLS | $4,986,763 | |
| FUND FOR PUBLIC SCHOOLS INC | ||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT NYDOE IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOLS | $1,948,564 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1055 WILSHIRE BLVD STE 1850 | LOS ANGELES | CA | 90017 | N/A | PC | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $250,000 | |
| BOISE STATE UNIVERSITY | ||||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | N/A | PC | SUPPORT INITIATIVE TO CREATE MASTERY-BASED HIGH SCHOOL MATH BADGING SYSTEM ALIGNED TO IDAHO STANDARDS | $139,998 | |
| NORTHERN ILLINOIS UNIVERSITY | ||||||||
| 105 W MADISON STREET SUITE 1700 | CHICAGO | IL | 60602 | N/A | PC | SUPPORT INITIATIVE TO CREATE AN ILLINOIS HIGH SCHOOL MATH BADGING SYSTEM | $250,000 | |
| NORTHERN KENTUCKY UNIVERSITY | ||||||||
| 5320 CAMPUS DRIVE | HIGHLAND HEIGHTS | KY | 41099 | N/A | PC | SUPPORT INITIATIVE TO CREATE MASTERY-BASED HIGH SCHOOL MATH BADGING SYSTEM ALIGNED TO KENTUCKY STATE STANDARDS | $160,000 | |
| CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | N/A | EOF | SUPPORT TO RE-IMAGINE AND REDEFINE THE HIGH SCHOOL LEARNING EXPERIENCE | $3,500,000 | |
| COUNCIL OF CHIEF STATE SCHOOL OFFICERS | ||||||||
| ONE MASSACHUSETTS AVE NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | PC | SUPPORT ORGANIZING INFORMATION AND RESOURCES AROUND EFFECTIVE USE OF AMERICAN RESCUE PLAN (ARP) FUNDING | $100,000 | |
| INDEPENDENT ARTS AND MEDIA | ||||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 94142 | N/A | PC | GRANT IN SUPPORT OF INDEPENDENT ARTS AND MEDIA FOR OAKLAND STYLE LAB PROJECTS | $4,000 | |
| NEW SCHOOLS FUND DBA NEWSCHOOLS VENTURE FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | N/A | PC | TO ESTABLISH A LEARNING PARTNERSHIP FOCUSED ON DEVELOPMENT OF INNOVATED HIGH SCHOOL MODELS | $500,000 | |
| NEWSHOUR PRODUCTIONS | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | N/A | PC | TO SUPPORT FUTURE OF EDUCATION PUBLIC MEDIA AND RELATED OUTREACH ACTIVITIES | $180,000 | |
| OCEANA INC | ||||||||
| 1025 CONNECTICUT AVENUE NORTHWEST | WASHINGTON | DC | 90036 | N/A | PC | GENERAL SUPPORT | $5,000 | SUITE 200 |
| THE 74 MEDIA INC | ||||||||
| 22 BROADWAY FL 19 | NEW YORK | NY | 10038 | N/A | PC | GRANT IN SUPPORT OF JOURNALISTIC CONTENT, FOCUSED ON AMPLIFYING MESSAGE OF RETHINKING HIGH SCHOOL EDUCATION | $300,000 | |
| THE GATHERING FOR JUSTICE | ||||||||
| 121 WEST 36TH STREET SUITE 251 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WETA (GREATER WASHINGTON EDITORIAL COMMUNICATIONS ASSOCIATION) | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | N/A | PC | SUPPORT PBS NEWSHOURS STUDENT REPORTING LABS STUDENT JOURNALISM CHALLENGE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,200,043 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $936 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | 01 | $66,598 |
| INSURANCE RECOVERY | 01 | $165,704 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $233,238 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,238 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PHILANTHROPIC TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD SUITE 1200 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $64,423,462 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $175,648 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $98,583 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| DC PUBLIC EDUCATION FUND | |||||
| 3407 14TH STREET NW | WASHINGTON | DC | 20010 | SUPPORT DC PUBLIC SCHOOLS IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOLS. THIS IS NOT A DISSOLUTION. IT IS A GRANT MADE AS REGULAR PART OF THE CHARITY'S OPERATIONS. THIS STATEMENT IS REQUIRED FOR DISTRIBUTIONS THAT EXCEED 25% OF NET ASSETS AT THE BEGINNING OF THE FILING PERIOD. XQ INSTITUTE HAS NO PLANS TO DISSOLVE OR REDUCE ITS OPERATIONS. THE REDUCTION OF TOTAL ASSETS WAS CAUSED BY THE TIMING OF CHARITABLE GRANTS AND OTHER ACTIVITIES. XQ HAS COMMITTED DONORS AND HAS THE CAPACITY TO RAISE FUNDS AS NEEDED TO SUPPORT ACTIVITIES IN A TIMELY FASHION. | $4,986,763 |
| CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING | |||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SUPPORT TO RE-IMAGINE AND REDEFINE THE HIGH SCHOOL LEARNING EXPERIENCE.THIS IS NOT A DISSOLUTION. IT IS A GRANT MADE AS REGULAR PART OF THE CHARITY'S OPERATIONS. THIS STATEMENT IS REQUIRED FOR DISTRIBUTIONS THAT EXCEED 25% OF NET ASSETS AT THE BEGINNING OF THE FILING PERIOD. XQ INSTITUTE HAS NO PLANS TO DISSOLVE OR REDUCE ITS OPERATIONS. THE REDUCTION OF TOTAL ASSETS WAS CAUSED BY THE TIMING OF CHARITABLE GRANTS AND OTHER ACTIVITIES. XQ HAS COMMITTED DONORS AND HAS THE CAPACITY TO RAISE FUNDS AS NEEDED TO SUPPORT ACTIVITIES IN A TIMELY FASHION. | $3,500,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 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 | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CEDAR RAPIDS COMMUNITY SCHOOLS FOUNDATION | |||||||||||
| 2500 EDGEWOOD ROAD NW | CEDAR RAPIDS | IA | 52405 | 2022-10-14 | $100,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | NONE | 8/8/2023, 8/15/2023, 1/10/2024 | 2024-01-19 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | 2022-02-04 | $1,328,991 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $1,328,991 | NONE | 9/21/2022, 8/15/2023 | 2023-08-29 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING | |||||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | 2022-06-02 | $7,000,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $7,000,000 | NONE | 4/25/2023, 12/1/2023 | 2023-12-15 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| COMMUNITY FOUNDATION FOR SOUTH CENTRAL NEW YORK INC | |||||||||||
| 520 COLUMBIA DRIVE SUITE 100 | JOHNSON CITY | NY | 13790 | 2023-03-21 | $100,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | NONE | 8/27/2024 | 2024-08-27 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| FOUNDATION FOR SEMINOLE COUNTY PUBLIC SCHOOLS INC | |||||||||||
| 400 E LAKE MARY BLVD | SANFORD | FL | 32773 | 2023-04-28 | $100,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $50,534 | NONE | 8/15/2023 | 2023-08-29 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING | |||||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | 2023-09-11 | $3,500,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $3,500,000 | NONE | 7/30/2024 | 2024-07-30 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| CHARITABLE VENTURES OF ORANGE COUNTY | |||||||||||
| 1505 E 17TH STREET 101 | SANTA ANA | CA | 92705 | 2022-12-23 | $100,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | NONE | 8/15/2023 | 2023-08-29 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | |||||||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | 2022-12-29 | $100,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | NONE | 8/14/2023 | 2023-08-29 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 92705 | 2022-11-04 | $100,000 | SUPPORT THE HIGH SCHOOL IN THEIR WORK TO RE-IMAGINE AND RE-DESIGN THEIR SCHOOL | $100,000 | NONE | 8/18/2023 | 2023-08-29 | THE REPORT HAS BEEN REVIEWED BY XQ STAFF AND NO ISSUES HAVE BEEN IDENTIFIED. |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T. XQ INSTITUTE HAS NO PLANS TO DISSOLVE OR REDUCE ITS OPERATIONS. THE REDUCTION OF TOTAL ASSETS WAS CAUSED BY THE TIMING OF CHARITABLE GRANTS AND OTHER ACTIVITIES. XQ HAS COMMITTED DONORS AND HAS THE CAPACITY TO RAISE FUNDS AS NEEDED TO SUPPORT ACTIVITIES IN A TIMELY FASHION. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $979,289 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $992,164 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART AND OTHER ASSETS | $88,492 | $88,492 | $88,492 |
| EDUCATION BY DESIGN, LLC | $800,181 | $800,181 | $800,181 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMUNITY TOUR AND EVENT PRODUCTION | $1,384,050 | $0 | $0 | $1,569,763 |
| COMPUTERS, EQUIPMENT, NETWORK AND SOFTWARE | $578,986 | $0 | $0 | $586,864 |
| EMPLOYEE RECRUITMENT & DEVELOPMENT | $353,024 | $0 | $0 | $104,274 |
| INSURANCE | $122,561 | $0 | $0 | $123,878 |
| OFFICE EXPENSE | $543,086 | $0 | $0 | $552,139 |
| OTHER EXPENSES | $221,449 | $0 | $0 | $199,155 |
| PAID MEDIA | $343,922 | $0 | $0 | $343,922 |
| POSTAGE AND SHIPPING | $24,964 | $0 | $0 | $49,321 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | $66,598 | $66,598 |
| INSURANCE RECOVERY | $165,704 | $165,704 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMPAIGNS & OUTREACH | $2,729,513 | $0 | $0 | $2,714,920 |
| CONTENT & PRODUCT DEVELOPMENT | $11,297,446 | $0 | $0 | $11,395,643 |
| RESEARCH | $1,509,079 | $0 | $0 | $1,054,536 |
| SCHOOL SUPPORT | $1,986,855 | $0 | $0 | $1,828,837 |
| STRATEGIC DEVELOPMENT | $15,669,555 | $0 | $0 | $15,627,088 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS TAXES | CategoryTxt |
| Amt | $1,232 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,232 | DisbursementsCharitablePrpsAmt |
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