ARTHUR VINING DAVIS FOUNDATION 2: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR VINING DAVIS FOUNDATION 2 (EIN 25-6041850)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202413179349101931
- 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
- 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 Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T11:01:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 256041850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR VINING DAVIS FOUNDATION #2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4122340023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122340023 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $109,315,680 | 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 |
| Interest On Sav Rev And Expnss | $368,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $368,478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,482,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,482,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,134,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,174,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,134,053 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $616,872 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,984,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,601,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $493,457 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,870 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $439,587 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $123,817 | 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 | $123,817 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $122,826 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $122,826 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $279 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $279 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,004 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,922 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $20,638 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $37,500 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $37,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $93,623 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $93,623 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $52,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $398,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,056,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $452,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $912,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,221,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,599,416 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,277,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $452,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,511,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $706,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,149,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,326,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,276,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,276,603 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Prepaid Expenses BOY | $5,321 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,954 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,954 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $10,010,503 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,436,910 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,436,910 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $68,472,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,554,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,554,008 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,026,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,930,116 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,930,116 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,955,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,074,004 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,074,004 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $133,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,085 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,929,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,315,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,315,680 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,159,450 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,781,110 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $44,143 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $46,237 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,203,593 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,827,347 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,726,250 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,488,333 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,726,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,488,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,929,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,315,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,726,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $706,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,055,154 | OtherIncreasesAmt |
| Subtotal | $107,488,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,488,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1. MISC INCOME | PropertyDesc |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $35,174,475 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,040,422 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,134,053 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,134,053 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,134,053 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71,576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,715 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $79,951 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,375 | OverpaymentAmt |
| Applied To ES Tax | $8,375 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.avdf.org | WebsiteAddressTxt |
| Individual With Books | BNY MELLON N A | IndividualWithBooksNm |
| Phone | 4122340023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| SERENA DAVIS HALL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | CHAIR | 5 | $0 | |
| HALEY DAVIS MADOLE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JONATHAN DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| WILLIAM KEE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| MAYNARD DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| DR MICHAEL MURRAY | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | PRESIDENT | 20 | $141,693 | $30,888 |
| ALICIA JAWORSKI | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JOHN L KEE III | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| MARGARET DAVIS MAIDEN | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| BNY MELLON N A | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $269,350 | |
| IAN H DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| AMANDA DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| CHRISTOPHER V DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JOHN R KEE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JESSICA RUSSELL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TREASURER | 1 | $48,971 | $13,496 |
| MIICA PATTERSON | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | SECRETARY | 1 | $33,443 | $9,218 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JOHN CHURCHILL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | DIRECTOR OF PROGRAMS | 0 | $76,670 | $20,172 |
| NATHAN SCHULT | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | SENIOR PROGRAM OFFIC | 0 | $50,768 | $13,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,433,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,212,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,646,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,646,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,569,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,076,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,153,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,153,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,576 | TotalTaxAmt |
| Distributable Before Adj | $5,082,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,368 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,083,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,083,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,511,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,511,927 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,083,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,195,965 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,511,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,195,965 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,962 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $4,767,669 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR MICHAEL J MURRAY AVD FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 N HIGHWAY A1A SUITE 300 | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9043590670 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD REVIEW THE ADDITIONAL INFORMATION PROVIDED IN THE GRANTS SECTION OF THE FOUNDATION'S WEB PAGE AT S://WWW.AVDF.ORG/GRANTS/GRANTSEEKINGORGANIZATIONS.ASPX. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ADDITIONAL INFORMATION PROVIDED IN THE GRANTS SECTION OF THE FOUNDATION'S WEB PAGE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR SOCIAL POLICY AND UNDERSTA | |||||||
| 3200 GREENFIELD RD SUITE 300 | DEARBORN | MI | 48120 | NONE | PC | INTERFAITH LEADERSHIP AND | $10,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | |||||||
| 635 SCIENCE DR | MADISON | WI | 53711 | NONE | PC | ENVIRONMENTAL SOLUTIONS | $20,000 |
| CONSTRUCTIVE DIALOUGE INSTITUTE | |||||||
| 244 MADISON AVENUE 1098 | NEW YORK | NY | 100162817 | NONE | PC | PRIVATE HIGHER EDUCATION | $151,610 |
| MAINE COMMUNITY FOUNDATION | |||||||
| 245 MAIN STREET | ELLSWORTH | ME | 046051613 | NONE | PC | GENERAL OPERATING | $1,000 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 046090045 | NONE | PC | GENERAL OPERATING | $2,000 |
| COUNCIL OF INDEPENDENT COLLEGES | |||||||
| ONE DUPONT CIR NW | WASHINGTON | DC | 200361110 | NONE | PC | GENERAL OPERATING | $25,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST ST | BRIGHTON | MA | 021352016 | NONE | PC | GENERAL OPERATING | $400,000 |
| WOODWELL CLIMATE RESEARCH CENTER | |||||||
| 149 WOODS HOLE RD | FALMOUTH | MA | 025401644 | NONE | PC | GENERAL OPERATING | $1,000 |
| CENTER FOR EFFECTIVE PHILANTHROPY INC | |||||||
| 675 MASSACHUSETTS AVE STE 7 | CAMBRIDGE | MA | 021393309 | NONE | PC | GENERAL OPERATING | $28,000 |
| CAMPUS COMPACT | |||||||
| 89 SOUTH ST STE 103 | BOSTON | MA | 021112752 | NONE | PC | GENERAL OPERATING | $25,000 |
| HARTFORD UNIVERSITY FOR RELIGION PEACE | |||||||
| 77 SHERMAN ST | HARTFORD | CT | 061056203 | NONE | PC | GENERAL OPERATING | $200,000 |
| EMPLOYEE MATCHING GIFTS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | NONE | PC | EMPLOYEE MATCHING GIFTS | $570 |
| AMERICAN COUNCIL OF LEARNED SOCIETIES | |||||||
| 633 3RD AVE 8TH FLOOR | NEW YORK | NY | 100176706 | NONE | PC | GENERAL OPERATING | $177,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 100114211 | NONE | PC | GENERAL OPERATING | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 100131220 | NONE | PC | GENERAL OPERATING | $200,000 |
| GRANTMAKERS IN AGING INC | |||||||
| 901 N GLEBE RD | ARLINGTON | VA | 222031853 | NONE | PC | GENERAL OPERATING | $5,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100290000 | NONE | PC | GENERAL OPERATING | $600,000 |
| ETHICS AND PUBLIC POLICY CENTER | |||||||
| 1730 M STREET | WASHINGTON | DC | 20036 | NONE | PC | INTERFAITH LEADERSHIP AND | $20,000 |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW ST | ALLENTOWN | PA | 181045564 | NONE | PC | GENERAL OPERATING | $266,280 |
| BRIJ | |||||||
| 48 MARION STREET | MEDFORD | MA | 02155 | NONE | PC | GENERAL OPERATING | $34,000 |
| ST JOHNS RIVERKEEPER | |||||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | NONE | PC | GENERAL OPERATING | $10,000 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $500,000 |
| CLIMATE CENTRAL | |||||||
| ONE PALMER SQUARE SUITE 402 | PRINCETON | NJ | 08542 | NONE | PC | GENERAL OPERATING | $1,000 |
| PRX INCORPORATED | |||||||
| 1380 SOLDIERS FIELD RD SUITE 2600 | BOSTON | MA | 021351023 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $307,343 |
| INSTITUTE FOR NONPROFIT NEWS | |||||||
| 714 W OLYMPIC BLVD STE 931 | LOS ANGELES | CA | 900151353 | NONE | PC | GENERAL OPERATING | $10,000 |
| SOLUTIONS JOURNALISM NETWORK INC | |||||||
| 405 LEXINGTON AVENUE SUITE 904 | NEW YORK | NY | 101740000 | NONE | PC | GENERAL OPERATING | $250,000 |
| GROUNDWORK JACKSONVILLE INC | |||||||
| PO BOX 13295 | JACKSONVILLE | FL | 322061295 | NONE | PC | GENERAL OPERATING | $15,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| A153 ASB | PROVO | UT | 846021014 | NONE | PC | GENERAL OPERATING | $166,063 |
| AMERICAN ASSOCIATION OF COLLEGES AND UNI | |||||||
| 1818 R ST NW | WASHINGTON | DC | 200091604 | NONE | PC | GENERAL OPERATING | $18,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW 550 | WASHINGTON | DC | 200060000 | NONE | PC | GENERAL OPERATING | $15,000 |
| VIRGINIA FOUNDATION FOR INDEPENDENT COLL | |||||||
| 901 E BYRD ST | RICHMOND | VA | 232194052 | NONE | PC | GENERAL OPERATING | $175,000 |
| PHILANTHROPY SOUTHEAST INC | |||||||
| 100 PEACHTREE ST NW 2080 | ATLANTA | GA | 303030000 | NONE | PC | GENERAL OPERATING | $10,600 |
| BETHUNECOOKMAN UNIVERSITY | |||||||
| 640 DR MARY MCLEOD BETHUNE BLVD | DAYTONA BEACH | FL | 321143012 | NONE | PC | INTERFAITH LEADERSHIP AND | $156,450 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 750755753 | NONE | PC | GENERAL OPERATING | $3,000 |
| NORTH TEXAS PUBLIC BROADCASTING INC | |||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 752011012 | NONE | PC | GENERAL OPERATING | $3,000 |
| SIMMERING POT | |||||||
| PO BOX 112 | BLUE HILL | ME | 046140112 | NONE | PC | GENERAL OPERATING | $5,000 |
| RIVERFRONT PARKS CONSERVANCY INC | |||||||
| 221 N HOGAN ST SUITE 219 | JACKSONVILLE | FL | 322024201 | NONE | PC | GENERAL OPERATING | $15,000 |
| WORLD AFFAIRS COUNCIL | |||||||
| 2200 ALASKAN WAY STE 450 | SEATTLE | WA | 981213600 | NONE | PC | GENERAL OPERATING | $10,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 2121 HOTEL ROAD | AUBURN | ME | 04210 | NONE | PC | GENERAL OPERATING | $2,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | GENERAL OPERATING | $3,000 |
| BRAVER ANGELS | |||||||
| 733 3RD AVENUE FLOOR 16 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $200,000 |
| FRED ROGERS PRODUCTION | |||||||
| 424 S 27TH STREET SUITE 301 | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL OPERATING | $300,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| PO BOX 414238 | BOSTON | MA | 022414238 | NONE | PC | GENERAL OPERATING | $3,000 |
| RITA AND ALEX HILLMAN FOUNDATION | |||||||
| 200 PARK AVENUE SOUTH SUITE 1705 | NEWYORK | NY | 10003 | NONE | PF | GENERAL OPERATING | $250,000 |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDRE | |||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | NONE | PC | GENERAL OPERATING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,599,416 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRED ROGERS PRODUCTIONS | |||||||
| 2100 WHARTON STREET | PITTSBURGH | PA | 15203 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $300,000 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $500,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 021352016 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $400,000 |
| RITA ALEX HILLMAN FOUNDATION | |||||||
| 200 PARK AVE SOUTH | NEW YORK | NY | 10003 | NONE | PC | PALLIATIVE CARE | $250,000 |
| AMERICAN COUNCIL OF LEARNED SOCIEIE | |||||||
| 633 3RD AVE 8TH FLOO | NEW YORK | NY | 100176706 | NONE | PC | PRIVATE HIGHER EDUCATION | $177,500 |
| CONSTRUCTIVE DIALOGUE INSTITUTE | |||||||
| 244 MADISON AVENUE | NEW YORK | NY | 100162817 | NONE | PC | PRIVATE HIGHER EDUCATION | $151,610 |
| DICKINSON COLLEGE | |||||||
| 28 N COLLEGE ST | CARLISLE | PA | 17013 | NONE | PC | PRIVATE HIGHER EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,781,110 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368,478 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,482,139 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,134,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,984,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,984,670 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|
| THE RITA AND ALEX HILLMAN FOUNDATION | |||||||||
| 200 PARK AVENUE SOUTH SUITE 1750 | NEW YORK | NY | 10003 | 2023-02-01 | $250,000 | ACTIVITIES FOR "EMERGENT INOVATIONS: A PHILANTHROPIC PARTNERSHIP TO IMPROVE THE CARE OF THE SERIOUSLY ILL AND THOSE AT THE END OF LIFE." | $250,000 | NO | 2024-02-01 |
| THE KUHN FOUDNATION | |||||||||
| 723 EUCLID ST | SANTA MONICA | CA | 90402 | 2022-10-28 | $162,500 | EASTERN TRADITIONS AND THE BIG QUESTIONS: CLOSER TO TRUTH TV BROADCASTS AND WEB VIDEOS | $162,500 | NO | 2024-05-01 |
| BRIJ | |||||||||
| 48 MARION ST | MEDFORM | MA | 02155 | 2023-03-23 | $34,000 | UNCOVERING NARRATIVES: A DIGITAL HISTORY OF ISLAM AND JUDAISM IN AMERICA | $34,000 | NO | 2024-01-25 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $7,930,116 | EOYBookValueAmt |
| EOYFMV | $7,930,116 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $74,554,008 | EOYBookValueAmt |
| EOYFMV | $74,554,008 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,436,910 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,436,910 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $12,074,004 | BookValueAmt |
| EOYFMV | $12,074,004 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $279 | LegalFeesAmt |
| Disbursements Charitable Prps | $279 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST AND DIVIDENDS | Desc |
| BOY Book Value | $133,205 | BOYBookValueAmt |
| EOY Book Value | $25,085 | EOYBookValueAmt |
| EOYFMV | $25,085 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE | $25,710 | $0 | $25,710 |
| IT SUPPORT | $19,723 | $0 | $19,723 |
| EQUIPMENT AND MAINTENANCE | $294 | $0 | $294 |
| RESOURCES AND PRINTING | $3,003 | $0 | $3,003 |
| MEMBERSHIPS | $792 | $0 | $792 |
| SUPPLIES | $1,382 | $0 | $1,382 |
| INSURANCE | $1,333 | $0 | $1,333 |
| FROM PARTNERSHIP/S-CORP | $398,337 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Net Investment Income | $616,872 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES ON SECURITIES | $8,053,786 |
| RECOVERY OF GRANTS PAID | $1,368 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $38,070 | $46,237 |
| 990-T TAX PAYABLE | $6,073 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $22,004 | Amt |
| Disbursements Charitable Prps | $22,004 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE TAX PAYMENTS | $46,236 | $0 | $0 |
| FEDERAL EXCISE TAX | $44,048 | $0 | $0 |
| PAYROLL TAXES | $20,638 | $0 | $20,638 |
Comments