NATIONAL CHARITABLE ENDOWMENT INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NATIONAL CHARITABLE ENDOWMENT INC (EIN 82-2958346)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349308191
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T14:35:29-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822958346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL CHARITABLE ENDOWMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone2033037722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 OLD KINGS HIGHWAY SOUTH 201AddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOMINIC NAPOLITANOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2032029446PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA MODELSONPreparerPersonNm
PTINP01603524PTIN
Phone9143818900PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOMINIC NAPOLITANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 OLD KINGS HIGHWAY SOUTH 201AddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,978,888GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NATIONALCHARITABLE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionNATIONAL CHARITABLE ENDOWMENT'S MISSION IS TO SERVE AND SUPPORT OTHERS THROUGH ITS ROLE AS AN INDEPENDENT SPONSOR OF DONOR ADVISED FUNDS BY PROVIDING AN EASY, EFFECTIVE, AND LOW COST SOLUTION FOR ESTABLISHING GIVING PROGRAMS TO QUALIFIED CHARITABLE ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$853,158TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$699,527NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,975,618PYContributionsGrantsAmt
CY Contributions Grants$3,899,201CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$1,510,011PYInvestmentIncomeAmt
CY Investment Income$3,755,774CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$23,465,607PYTotalRevenueAmt
CY Total Revenue$7,654,975CYTotalRevenueAmt
PY Grants And Similar Paid$9,900,175PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,353,319CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$186,491PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$224,657CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$420,207PYOtherExpensesAmt
CY Other Expenses$540,417CYOtherExpensesAmt
PY Total Expenses$10,506,873PYTotalExpensesAmt
CY Total Expenses$12,118,393CYTotalExpensesAmt
PY Revenues Less Expenses$12,958,734PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,463,418CYRevenuesLessExpensesAmt
Total Assets BOY$113,533,587TotalAssetsBOYAmt
Total Assets EOY$121,671,497TotalAssetsEOYAmt
Total Liabilities BOY$49,342TotalLiabilitiesBOYAmt
Total Liabilities EOY$120,729TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$113,484,245NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$121,550,768NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNATIONAL CHARITABLE ENDOWMENT'S MISSION IS TO SERVE AND SUPPORT OTHERS THROUGH THE FACILITATION OF CHARITABLE GIVING, PRIMARILY THROUGH ITS ROLE AS AN INDEPENDENT SPONSOR OF DONOR ADVISED FUNDS BY PROVIDING AN EASY, FLEXIBLE, AND COST-EFFECTIVE SOLUTION FOR ESTABLISHING GIVING PROGRAMS TO QUALIFIED CHARITABLE ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,353,319ExpenseAmt
Grant$11,353,319GrantAmt
Revenue$0RevenueAmt
DescNATIONAL CHARITABLE ENDOWMENT MAKES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS THROUGHOUT THE UNITED STATES OF AMERICA AND CANADA.Desc
Total Program Service Expenses$11,353,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOMINIC NAPOLITANOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2033037722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 OLD KINGS HIGHWAY SOUTH 201AddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOMINIC NAPOLITANO
PRESIDENT8.00Yes (X)Yes (X)$0$0$0
FRANK NAPOLITANO
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JANET JOYCE ARZT
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL DOLAN
DIRECTOR0.50Yes (X)$0$0$0
SAMUEL HALPERT
DIRECTOR0.50Yes (X)$0$0$0
ELIZABETH HILPMAN
DIRECTOR0.50Yes (X)$0$0$0
GINA LAVERSA
DIRECTOR0.50Yes (X)$0$0$0
KEVIN MCDONALD
DIRECTOR0.50Yes (X)$0$0$0
JASON M TAYLOR
DIRECTOR0.50Yes (X)$0$0$0
DAVID UPSON
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TALSON CAPITAL MANAGEMENT LPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 OLD KINGS HIGHWAY SOUTHAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATIVE SERVICESServicesDesc
Compensation$169,783CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,899,201AllOtherContributionsAmt
Noncash Contributions$2,919,255NoncashContributionsAmt
Total Contributions$3,899,201TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,951,664TotalRevenueColumnAmt
Unrelated Business Revenue$851,272UnrelatedBusinessRevenueAmt
Exclusion$2,100,392ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,514,596SecuritiesAmt
Other$613,427OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,531,715SecuritiesAmt
Other$792,198OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$982,881SecuritiesAmt
Other-$178,771OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$804,110TotalRevenueColumnAmt
Unrelated Business Revenue$1,886UnrelatedBusinessRevenueAmt
Exclusion$802,224ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,654,975TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$853,158UnrelatedBusinessRevenueAmt
Exclusion$2,902,616ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,333,319TotalAmt
Program Services$11,333,319ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$169,783TotalAmt
Management And General$169,783ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$48,500TotalAmt
Management And General$48,500ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,138TotalAmt
Management And General$1,138ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,236TotalAmt
Management And General$5,236ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,763TotalAmt
Management And General$6,763ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,163TotalAmt
Management And General$49,163ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,543TotalAmt
Management And General$6,543ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,641TotalAmt
Management And General$11,641ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,236TotalAmt
Management And General$11,236ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Management And General$6,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,966TotalAmt
Management And General$10,966ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,956TotalAmt
Management And General$9,956ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescUBI TAX EXPENSEDesc
Total$428,149TotalAmt
Management And General$428,149ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,118,393TotalAmt
Program Services$11,353,319ProgramServicesAmt
Management And General$765,074ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,640BOYAmt
EOY$242,059EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$44,928,158BOYAmt
EOY$29,476,291EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,285BOYAmt
EOY$3,285EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,587,994BOYAmt
EOY$24,723,503EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$44,752,350BOYAmt
EOY$66,999,414EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$237,160BOYAmt
EOY$204,791EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$22,154EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,533,587BOYAmt
EOY$121,671,497EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$46,306BOYAmt
EOY$47,300EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,036BOYAmt
EOY$73,429EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,342BOYAmt
EOY$120,729EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,484,245BOYAmt
EOY$121,550,768EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,484,245BOYAmt
EOY$121,550,768EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,533,587BOYAmt
EOY$121,671,497EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,463,418ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,522,241NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$7,300PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$15,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,284,722CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,004,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,950,933CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,975,618CurrentTaxYearMinus1YearAmt
Current Tax Year$3,899,201CurrentTaxYearAmt
Total$117,114,662TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,284,722CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,004,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,950,933CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,975,618CurrentTaxYearMinus1YearAmt
Current Tax Year$3,899,201CurrentTaxYearAmt
Total$117,114,662TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$70,951,054SubstantialContributorsTotAmt
Public Support Total170$46,163,608PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191,759CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$354,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$163,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,528CurrentTaxYearMinus1YearAmt
Current Tax Year$2,100,392CurrentTaxYearAmt
Total$2,968,806TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$628,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$613,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$667,402CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,051,666CurrentTaxYearMinus1YearAmt
Current Tax Year$699,527CurrentTaxYearAmt
Total$3,661,199TotalAmt
FieldValueIRS element (for citing)
Total Support$123,744,667TotalSupportAmt
Public Support CY1700.37310PublicSupportCY170Pct
Public Support PY1700.33420PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held139DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held2FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$3,898,488DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,116FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$11,352,221DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,098FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$112,586,708DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$193,537FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$66,999,414BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$66,999,414TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$20,170,673TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,522,241NetUnrealizedGainsInvstAmt
Revenue Not Reported$12,522,241RevenueNotReportedAmt
Revenue Subtotal$7,648,432RevenueSubtotalAmt
Investment Expenses Not Incld$6,543InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$6,543RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,654,975TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,096,850TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$12,096,850ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,543InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$15,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$21,543ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,118,393TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO DECEMBER 31, 2020.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANT REFUND REPORTED ON PART XII 15,000.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$10,833,844
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$412,899
NORTH AMERICA00GRANT-MAKING$20,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$11,266,743SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$11,266,743TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
NORTH AMERICAGENERAL CHARITABLE USE$10,000WIRE TRANSFER$0
NORTH AMERICAGENERAL CHARITABLE USE$10,000WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:DONORS RECOMMEND GRANTS ON THE DONOR PORTAL. WHEN DOING SO, THEY ATTEST TO THE FACT THAT THE GRANT SUGGESTION MUST RECEIVE APPROVAL AND FURTHER ACKNOWLEDGE THAT, IN ACCORDANCE WITH IRS REGULATIONS, THE RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION. FURTHER, THEY ATTEST THAT NO GOODS OR SERVICES OR NON-TAX-DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. NATIONAL CHARITABLE ENDOWMENT CONDUCTS DUE DILIGENCE ON THE RECOMMENDED CHARITY WHICH INCLUDES VERIFICATION OF PUBLIC CHARITY STATUS THROUGH USE OF THE IRS WEBSITE, REVIEW OF LATEST FILED FORM 990 IF APPLICABLE, REVIEW OF CHARITY NAVIGATOR RATING AND CONTACT WITH CHARITY IF DEEMED NECESSARY.
PART IV, LINE 1:THE ORGANIZATION IS REQUIRED TO FILE FORM 926 BECAUSE IT MEETS THE APPLICABLE FILING THRESHOLD REQUIREMENT.
PART IV, LINE 3:THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD FOR OWNERSHIP OR OTHER FILING REQUIREMENTS.
PART IV, LINE 5:THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 8865 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD FOR OWNERSHIP OR OTHER FILING REQUIREMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (147 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AIDS UNITED
1101 14TH ST NW STE 300WASHINGTONDC20005521706646501(C)(3)$20,000$0GENERAL CHARITABLE USE
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DRIVEOAKLANDCA94621942960297501(C)(3)$31,600$0GENERAL CHARITABLE USE
ALL RAISE
1355 MARKET STREET 3RD FLOORSAN FRANCISCOCA94103830566054501(C)(3)$8,602$0GENERAL CHARITABLE USE
ALOHA UNITED WAY
200 NORTH VINEYARD BOULEVARD SUITEHONOLULUHI96817990073494501(C)(3)$20,000$0GENERAL CHARITABLE USE700
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601133039601501(C)(3)$10,000$0GENERAL CHARITABLE USE
ALZHEIMER'S FOUNDATION OF AMERICA
322 EIGHTH AVENUE 7TH FLOORNEW YORKNY10001911792864501(C)(3)$50,000$0GENERAL CHARITABLE USE
AMERICAN HUMANE
1400 16TH STREET NW SUITE 360WASHINGTONDC20036840432950501(C)(3)$20,000$0GENERAL CHARITABLE USE
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022135563393501(C)(3)$107,000$0GENERAL CHARITABLE USE
AMHERST COLLEGE
217 SMITH HOUSEAMHERSTMA01002042103542501(C)(3)$20,000$0GENERAL CHARITABLE USE
ARCHDIOCESE OF ST LOUIS ANNUAL CATHOLIC APPEAL
PO BOX 66574SAINT LOUISMO631666574430653244501(C)(3)$25,000$0GENERAL CHARITABLE USE
ARTISAN CHURCH
1105 117TH AVE NEBLAINEMN55434411539326501(C)(3)$9,900$0GENERAL CHARITABLE USE
ASIA SOCIETY
725 PARK AVENEW YORKNY10021133234632501(C)(3)$20,000$0GENERAL CHARITABLE USE
BABY2BABY
5830 W JEFFERSON BLVDLOS ANGELESCA90016464503539501(C)(3)$36,000$0GENERAL CHARITABLE USE
BAY AREA URBAN DEBATE LEAGUE
287 17TH ST 201OAKLANDCA94612800473270501(C)(3)$10,000$0GENERAL CHARITABLE USE
BELLBROOK-SUGARCREEK COMMUNITY SUPPORT CENTER
51 S EAST STREETBELLBROOKOH45305832461759501(C)(3)$10,500$0GENERAL CHARITABLE USE
BIG DOG RANCH RESCUE
14444 OKEECHOBEE BLVDLOXAHATCHEE GROVESFL33470263184971501(C)(3)$30,000$0GENERAL CHARITABLE USE
BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVENUECHESTNUT HILLMA024673800042103545501(C)(3)$300,000$0GENERAL CHARITABLE USE
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NORTHWEST 61ST STREETFORT LAUDERDALEFL33309591108790501(C)(3)$20,000$0GENERAL CHARITABLE USE
BROWARD PERFORMING ARTS FOUNDATION INC
201 SW 5TH AVENUEFORT LAUDERDALEFL33312592657043501(C)(3)$26,060$0GENERAL CHARITABLE USE
CANCER SUPPORT COMMUNITY LOS ANGELES
1990 SOUTH BUNDY DRIVE SUITE 100LOS ANGELESCA90025330287070501(C)(3)$10,000$0GENERAL CHARITABLE USE
CARE
PO BOX 1870MERRIFIELDVA221168070131685039501(C)(3)$13,000$0GENERAL CHARITABLE USE
CARE HOUSE OF OAKLAND COUNTY
44765 WOODWARD AVEPONTIACMI48341382305297501(C)(3)$40,000$0GENERAL CHARITABLE USE
CATHOLIC PARTNERSHIP SCHOOLS
2824 RIVER ROADCAMDENNJ08105273236916501(C)(3)$200,000$0GENERAL CHARITABLE USE
CENTER FOR EDUCATIONAL INNOVATION
369 LEXINGTON AVENUE SUITE 313NEW YORKNY10017134113613501(C)(3)$14,745$0GENERAL CHARITABLE USE
CHABAD OF SUNNYVALE
1489 SOUTH MARY AVENUESUNNYVALECA94087854128607501(C)(3)$250,000$0GENERAL CHARITABLE USE
CHAPMAN UNIVERSITY
1 UNIVERSITY DRIVEORANGECA92866951643992501(C)(3)$10,000$0GENERAL CHARITABLE USE
CHILDREN'S MINNESOTA
2525 CHICAGO AVEMINNEAPOLISMN55404411754276501(C)(3)$10,300$0GENERAL CHARITABLE USE
CHOCHMAT HALEV
2215 PRINCE STREETBERKELEYCA94705943200772501(C)(3)$8,800$0GENERAL CHARITABLE USE
CHOFETZ CHAIM ADATH BNEI ISRAEL CONGREGATION INC
5915 PARK HEIGHTS AVEBALTIMOREMD21215521277620501(C)(3)$67,000$0GENERAL CHARITABLE USE
CHRIST GOSPEL CHURCH
2614 E 10TH STJEFFERSONVILLEIN47130351039028501(C)(3)$50,000$0GENERAL CHARITABLE USE
CITYSQUASH INC
PO BOX 619BRONXNY10458421535583501(C)(3)$38,000$0GENERAL CHARITABLE USE
COALITION FOR COLLEGE
PO BOX 850COLCHESTERVT05446473703555501(C)(3)$50,000$0GENERAL CHARITABLE USE
CODEORG
1501 4TH AVE STE 900SEATTLEWA98101460858543501(C)(3)$25,000$0GENERAL CHARITABLE USE
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213113254483501(C)(3)$50,000$0GENERAL CHARITABLE USE
COLONIAL WILLIAMSBURG FOUNDATION
P O BOX 1776WILLIAMSBURGVA23187540505888501(C)(3)$6,000$0GENERAL CHARITABLE USE
COLORADO MUSIC BRIDGE
5783 SHERIDAN FRONTAGE RDARVADACO80234851825609501(C)(3)$100,000$0GENERAL CHARITABLE USE
CONGREGATION BETH SHOLOM OF SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118941167429501(C)(3)$22,210$0GENERAL CHARITABLE USE
CONGREGATION KINS OF WEST ROGERS PARK
2800 WEST NORTH SHORE AVENUECHICAGOIL60645362252378501(C)(3)$5,819$0GENERAL CHARITABLE USE
DANNY AND RON'S RESCUE
11924 W FOREST HILL BLVD SUITE 285WELLINGTONFL33414770720063501(C)(3)$20,000$0GENERAL CHARITABLE USE
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342042103563501(C)(3)$25,000$0GENERAL CHARITABLE USE
DENVER CHILDREN'S ADVOCACY CENTER
2149 FEDERAL BLVDDENVERCO80211841155873501(C)(3)$5,185$0GENERAL CHARITABLE USE
DEVELOPMENT IN GARDENING
1270 CAROLINE STATLANTAGA30307204708212501(C)(3)$50,000$0GENERAL CHARITABLE USE
DIRECT RELIEF
6100 WALLACE BECKNELLSANTA BARBARACA93117951831116501(C)(3)$15,365$0GENERAL CHARITABLE USE
DONORSCHOOSEORG
PO BOX 7247PHILADELPHIAPA191706656134129457501(C)(3)$10,000$0GENERAL CHARITABLE USE
DREAM CENTER ACADEMY CHRISTIAN SCHOOL
11016 INDIAN LEGENDS DRIVE 101LOUISVILLEKY40241881568969501(C)(3)$10,000$0GENERAL CHARITABLE USE
ED SNIDER YOUTH HOCKEY & EDUCATION
100 W OXFORD ST STE E2000PHILADELPHIAPA19122202885113501(C)(3)$50,000$0GENERAL CHARITABLE USE
FEEDING AMERICA
35 EAST WACKER DRIVE SUITE 200CHICAGOIL60601363673599501(C)(3)$11,350$0GENERAL CHARITABLE USE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277110303001501(C)(3)$44,272$0GENERAL CHARITABLE USE
FIRST BAPTIST CHURCH OF BURLESON
317 W ELLISON STBURLESONTX76028750995242501(C)(3)$13,000$0GENERAL CHARITABLE USE
FIRST PLACE FOR YOUTH
426 17TH STREET SUITE 100OAKLANDCA94612943341034501(C)(3)$9,200$0GENERAL CHARITABLE USE
FORDHAM UNIVERSITY
PO BOX 417762BOSTONMA02241131740451501(C)(3)$10,000$0GENERAL CHARITABLE USE
FREEDOM SEEKERS INTERNATIONAL
PO BOX 131838TYLERTX75713260376320501(C)(3)$55,000$0GENERAL CHARITABLE USE
FRIENDS OF COMMUNITY FOUNDATIONS OF CANADA
2307 S RURAL ROADTEMPEAZ85282611958124501(C)(3)$75,000$0GENERAL CHARITABLE USE
FRIENDS OF DEER HOLLOW FARM
PO BOX 4282MOUNTAIN VIEWCA94040770373776501(C)(3)$25,000$0GENERAL CHARITABLE USE
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE SUITE 101SUFFERNNY10901465714234501(C)(3)$200,000$0GENERAL CHARITABLE USE
GAYLORD HOSPITAL INC
50 GAYLORD FARM ROADWALLINGFORDCT06492060646649501(C)(3)$61,000$0GENERAL CHARITABLE USE
GENERAL COUNCIL OF THE ASSEMBLIES OF GOD
1445 N BOONVILLE AVESPRINGFIELDMO65802440577787501(C)(3)$7,800$0GENERAL CHARITABLE USE
GIVEDIRECTLY
PO BOX 3221NEW YORKNM10008271661997501(C)(3)$40,000$0GENERAL CHARITABLE USE
GIVENS ESTATES
2360 SWEETEN CREEK ROADASHEVILLENC28803510199312501(C)(3)$15,000$0GENERAL CHARITABLE USE
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013133366846501(C)(3)$12,000$0GENERAL CHARITABLE USE
GOLDEN WEST COLLEGE FOUNDATION
15744 GOLDENWEST STREETHUNTINGTON BEACHCA92647330073702501(C)(3)$30,000$0GENERAL CHARITABLE USE
GRASS ROOTS GAY RIGHTS
584 CASTRO ST 495SAN FRANCISCOCA94114205024289501(C)(3)$45,000$0GENERAL CHARITABLE USE
HARVARD UNIVERSITY
PO BOX 412840BOSTONMA022412840042103580501(C)(3)$100,000$0GENERAL CHARITABLE USE
HEALTH ALLIANCE FOR AUSTIN MUSICIANS
3036 SOUTH 1ST STREETAUSTINTX78704800147620501(C)(3)$10,000$0GENERAL CHARITABLE USE
HEAVEN IN MOTION INC
1250 HILLSIDE AVENUESTRATFORDCT06614883122919501(C)(3)$12,500$0GENERAL CHARITABLE USE
HERITAGE RUSSIAN JEWISH CONGREGATION
2941 W TOUHY AVECHICAGOIL60645364290798501(C)(3)$50,000$0GENERAL CHARITABLE USE
IDA CROWN JEWISH ACADEMY
8233 CENTRAL PARK AVENUESKOKIEIL60076362167009501(C)(3)$10,100$0GENERAL CHARITABLE USE
IEEE FOUNDATION
445 HOES LNPISCATAWAYNJ08854237310664501(C)(3)$10,250$0GENERAL CHARITABLE USE
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168135660870501(C)(3)$10,000$0GENERAL CHARITABLE USE
JEWISH FEDERATION OF BROWARD COUNTY
5890 S PINE ISLAND ROADDAVIEFL33328590967823501(C)(3)$25,000$0GENERAL CHARITABLE USE
JEWISH FEDERATION OF ST LOUIS
12 MILLSTONE CAMPUS DRIVEST LOUISMO63146430652643501(C)(3)$5,250$0GENERAL CHARITABLE USE
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$10,000$0GENERAL CHARITABLE USE
JGIVE - FRIENDS OF ASOR FUND USA INC
43 LUBLIN TRLAKEWOODNJ08701810757923501(C)(3)$500,500$0GENERAL CHARITABLE USE
JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066590871446501(C)(3)$25,000$0GENERAL CHARITABLE USE
KIPP NEW YORK
1501 BROADWAYNEW YORKNY10036203971209501(C)(3)$10,000$0GENERAL CHARITABLE USE
LA DANCE PROJECT
2245 E WASHINGTON BLVDLOS ANGELESCA90021454887427501(C)(3)$11,000$0GENERAL CHARITABLE USE
LAS LOMITAS EDUCATION FOUNDATION
PO BOX 7282MENLO PARKCA94026942952818501(C)(3)$7,000$0GENERAL CHARITABLE USE
LITTLE HOOVES RESCUE INC
607 WINDMILL RANCH ROADENCINITASCA92024843366526501(C)(3)$20,000$0GENERAL CHARITABLE USE
LOS ANGELES COUNTY ECONOMIC DEVELOPMENT CORP
633 WEST 5TH STREETLOS ANGELESCA90071953643339501(C)(3)$6,500$0GENERAL CHARITABLE USE
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BOULEVARDLOS ANGELESCA90036952264067501(C)(3)$10,000$0GENERAL CHARITABLE USE
LOS ANGELES LGBT CENTER
1118 N MCCADDEN PLACELOS ANGELESCA90038953567895501(C)(3)$10,000$0GENERAL CHARITABLE USE
LOVE HOPE AND STRENGTH
PO BOX 341258AUSTINTX78734260528852501(C)(3)$100,000$0GENERAL CHARITABLE USE
MAUI FOOD BANK
760 KOLU STREETWAILUKUHI96793990315110501(C)(3)$20,000$0GENERAL CHARITABLE USE
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$10,250$0GENERAL CHARITABLE USE
MEMORIAL SLOAN KETTERING CANCER CENTER
P O BOX 27432NEW YORKNY100877432131924236501(C)(3)$29,318$0GENERAL CHARITABLE USE
MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
3675 ARBORETUM DRIVECHASKAMN55318237081057501(C)(3)$10,000$0GENERAL CHARITABLE USE
MISSOURI BOTANICAL GARDEN
4344 SHAW BOULEVARDST LOUISMO63110430666759501(C)(3)$20,000$0GENERAL CHARITABLE USE
MOUNTAIN TRAILS FOUNDATION
PO BOX 754PARK CITYUT84060870514223501(C)(3)$8,000$0GENERAL CHARITABLE USE
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060943025807501(C)(3)$125,000$0GENERAL CHARITABLE USE
NAVAL POSTGRADUATE SCHOOL FOUNDATION
PO BOX 8626MONTEREYCA93943237098729501(C)(3)$150,000$0GENERAL CHARITABLE USE
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459311728910501(C)(3)$50,000$0GENERAL CHARITABLE USE
NORTHSIDE CENTER
1301 FIFTH AVENUENEW YORKNY10029131656679501(C)(3)$10,000$0GENERAL CHARITABLE USE
NSU ART MUSEUM
1 EAST LAS OLAS BLVDFORT LAUDERDALEFL33301591083502501(C)(3)$10,000$0GENERAL CHARITABLE USE
OPERATION FOOD SEARCH
1644 LOTSIE BLVDST LOUISMO63132431241854501(C)(3)$10,000$0GENERAL CHARITABLE USE
PACIFIC PRIDE FOUNDATION
608 ANACAPA STREETSANTA BARBARACA93101953133613501(C)(3)$24,000$0GENERAL CHARITABLE USE
PEGGY ADAMS ANIMAL RESCUE LEAGUE
3200 NORTH MILITARY TRAILWEST PALM BEACHFL33409590637811501(C)(3)$10,000$0GENERAL CHARITABLE USE
PINE CREST SCHOOL
1501 NE 62ND STFORT LAUDERDALEFL33334590861374501(C)(3)$25,000$0GENERAL CHARITABLE USE
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREETNEW YORKNY10038131644147501(C)(3)$63,500$0GENERAL CHARITABLE USE
POINT FOUNDATION
5055 WILSHIRE BOULEVARD SUITE 501LOS ANGELESCA90036841582086501(C)(3)$8,000$0GENERAL CHARITABLE USE
PUPPIES BEHIND BARS
263 WEST 38 STREET 4TH FLOORNEW YORKNY10018133969389501(C)(3)$8,000$0GENERAL CHARITABLE USE
REALIZE IMPACT
271 WINSLOW WAY E 11548BAINBRIDGE ISLANDWA98110463594732501(C)(3)$10,500$0GENERAL CHARITABLE USE
REGENTS OF THE UNIVERSITY OF MICHIGAN
777 EISENHOWER SUITE 650ANN ARBORMI48104386006309501(C)(3)$100,250$0GENERAL CHARITABLE USE
RENAISSANCE CHARITABLE FOUNDATION
8910 PURDUE ROAD SUITE 500INDIANAPOLISIN46268352129262501(C)(3)$15,000$0GENERAL CHARITABLE USE
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003133441066501(C)(3)$100,000$0GENERAL CHARITABLE USE
SALVATION ARMY WESTERN TERRITORY
30840 HAWTHORNE BLVDRANCHO PALOS VERDESCA90275941156347501(C)(3)$20,000$0GENERAL CHARITABLE USE
SALVATION ARMY WORLD SERVICE OFFICE SAWSO
615 SLATERS LNALEXANDRIAVA223141112132923701501(C)(3)$10,000$0GENERAL CHARITABLE USE
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607581437002501(C)(3)$5,000,000$0GENERAL CHARITABLE USE
SANCTUARY FOR FAMILIES
PO BOX 1406NEW YORKNY10268133193119501(C)(3)$100,000$0GENERAL CHARITABLE USE
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOLSANTA BARBARACA93105951643378501(C)(3)$70,000$0GENERAL CHARITABLE USE
SAVE THE CHILDREN
PO BOX 97132WASHINGTONDC200907132060726487501(C)(3)$10,500$0GENERAL CHARITABLE USE
SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES
750 CURTNER AVENUESAN JOSECA95125942614101501(C)(3)$25,000$0GENERAL CHARITABLE USE
SENIOR HUB INC
2360 W 90TH AVEFEDERAL HEIGHTSCO80260742412032501(C)(3)$100,000$0GENERAL CHARITABLE USE
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035953964928501(C)(3)$100,000$0GENERAL CHARITABLE USE
SMITH COLLEGE
76 ELM STREETNORTHAMPTONMA01063041843040501(C)(3)$10,000$0GENERAL CHARITABLE USE
SOCIETY ST VINCENT DE PAUL ALAMEDA COUNTY
2272 SAN PABLO AVEOAKLANDCA94614941156493501(C)(3)$6,000$0GENERAL CHARITABLE USE
SQUASH AND EDUCATION ALLIANCE
55 BROAD STREETNEW YORKNY10004204597358501(C)(3)$10,000$0GENERAL CHARITABLE USE
ST JOHN'S PARISH CHURCH
PO BOX 125JOHNS ISLANDSC29457460752343501(C)(3)$20,000$0GENERAL CHARITABLE USE
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105620646012501(C)(3)$11,500$0GENERAL CHARITABLE USE
ST LUKE'S SCHOOL
377 NORTH WILTON RDNEW CANAANCT06840237099149501(C)(3)$10,000$0GENERAL CHARITABLE USE
STUDENT SPONSORSHIP PARTNERS
90 BROAD STREET SUITE 400NEW YORKNY10004133392965501(C)(3)$10,000$0GENERAL CHARITABLE USE
SUMMIT LAND CONSERVANCY
PO BOX 1775PARK CITYUT84060421538872501(C)(3)$25,000$0GENERAL CHARITABLE USE
SYRACUSE UNIVERSITY
640 SKYTOP ROADSYRACUSENY13244150532081501(C)(3)$100,000$0GENERAL CHARITABLE USE
THE CSULB 49ER FOUNDATION
1250 BELLFLOWER BOULEVARDLONG BEACHCA90840452163910501(C)(3)$20,000$0GENERAL CHARITABLE USE
THE EFFECT
PO BOX 2726MISSION VIEJOCA92690261409879501(C)(3)$100,000$0GENERAL CHARITABLE USE
THE FOOD GROUP
8501 54TH AVE NNEW HOPEMN55428411246504501(C)(3)$17,000$0GENERAL CHARITABLE USE
THE LIVING DESERT
47900 PORTOLA AVENUEPALM DESERTCA92260953385354501(C)(3)$6,000$0GENERAL CHARITABLE USE
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRARLINGTONVA22203530242652501(C)(3)$7,000$0GENERAL CHARITABLE USE
THE SAN FRANCISCO-MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107943041517501(C)(3)$25,500$0GENERAL CHARITABLE USE
THE SHAQUILLE O'NEAL FOUNDATION
10845 GRIFFITH PEAK DRIVELAS VEGASNV89135842488384501(C)(3)$57,500$0GENERAL CHARITABLE USE
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069954681287501(C)(3)$49,000$0GENERAL CHARITABLE USE
THE V FOUNDATION
14600 WESTON PARKWAYCARYNC27513133705951501(C)(3)$25,000$0GENERAL CHARITABLE USE
THIRD OPTION FOUNDATION
11160-CI SOUTH LAKES DRIVE 158RESTONVA20191464884866501(C)(3)$25,000$0GENERAL CHARITABLE USE
THRIVE LEARNING CENTER
736 BIRCHVIEW DRIVEENCINITASCA92024872120255501(C)(3)$10,000$0GENERAL CHARITABLE USE
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104202121739501(C)(3)$100,000$0GENERAL CHARITABLE USE
TODAY AND TOMORROW EDUCATIONAL FOUNDATION
20 ARCHBISHOP MAY DRST LOUISMO63119431633656501(C)(3)$10,000$0GENERAL CHARITABLE USE
TRANSGENDER LAW CENTER
PO BOX 70976OAKLANDCA94612050544006501(C)(3)$10,000$0GENERAL CHARITABLE USE
TRINITY HEALTH OAKLAND
PO BOX 7410140CHICAGOIL606740140382113393501(C)(3)$120,000$0GENERAL CHARITABLE USE
TWIN CITIES HABITAT FOR HUMANITY
1954 UNIVERSITY AVE WSAINT PAULMN55104363363171501(C)(3)$25,250$0GENERAL CHARITABLE USE
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN55455416042488501(C)(3)$10,300$0GENERAL CHARITABLE USE
UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC
1201 WEST PEACHTREE STREETATLANTAGA30309581662222501(C)(3)$50,000$0GENERAL CHARITABLE USE
UO FOUNDATION
2727 LEO HARRIS PKWYEUGENEOR97401936015767501(C)(3)$50,000$0GENERAL CHARITABLE USE
UWF-ATHLETICS
KELLNER HALL 1440 MONROE STMADISONWI53711390743975501(C)(3)$50,000$0GENERAL CHARITABLE USE
VINEYARD COMMUNITY SERVICES
1280 ARCADE STREETST PAULMN55106461443346501(C)(3)$9,000$0GENERAL CHARITABLE USE
VOLUNTEERS ENLISTED TO ASSIST PEOPLE
9600 ALDRICH AVENUE SOUTHBLOOMINGTONMN55420416175999501(C)(3)$10,250$0GENERAL CHARITABLE USE
WOODSIDE PRIORY SCHOOL
302 PORTOLA ROADPORTOLA VALLEYCA94028941399274501(C)(3)$14,000$0GENERAL CHARITABLE USE
YBH OF PASSAIC
270 PASSAIC AVENUEPASSAICNJ07055221659600501(C)(3)$10,000$0GENERAL CHARITABLE USE
YWAM ORGANIC
PO BOX 15579COLORADO SPRINGSCO80935824640130501(C)(3)$7,000$0GENERAL CHARITABLE USE
FieldValueIRS element (for citing)
Total501c3 Org147Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDONORS RECOMMEND GRANTS ON THE DONOR PORTAL. WHEN DOING SO, THEY ATTEST TO THE FACT THAT THE GRANT SUGGESTION MUST RECEIVE APPROVAL AND FURTHER ACKNOWLEDGE THAT, IN ACCORDANCE WITH IRS REGULATIONS, THE RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION. FURTHER, THEY ATTEST THAT NO GOODS OR SERVICES OR NON-TAX-DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. NATIONAL CHARITABLE ENDOWMENT CONDUCTS DUE DILIGENCE ON THE RECOMMENDED CHARITY WHICH INCLUDES VERIFICATION OF PUBLIC CHARITY STATUS THROUGH USE OF THE IRS WEBSITE, REVIEW OF LATEST FILED FORM 990 IF APPLICABLE, REVIEW OF CHARITY NAVIGATOR RATING AND CONTACT WITH CHARITY IF DEEMED NECESSARY.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TALSON CAPITAL MANAGEMENT LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionOWNED MORE THAN 35% BY THE BOARD PRESIDENTRelationshipDescriptionTxt
Transaction$169,783TransactionAmt
TransactionADMINISTRATIVE SERVICESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution42ContributionCnt
Noncash Contributions Rpt F990$2,919,255NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DOMINIC NAPOLITANO AND FRANK NAPOLITANO HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL, OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXCERISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF TOP MANAGEMENT OFFICIAL AND KEY EMPLOYEES: THE FOUNDATION DOES NOT HAVE POLICIES REGARDING COMPENSATION FOR THESE POSITIONS AS THEY ARE VOLUNTEER POSITIONS, NOT PAID POSITIONS. IF IT DID EMPLOY INDIVIDUALS IN THIS POSITION, IT WOULD FOLLOW THE PROCEDURES AS SET BY THE IRS FOR ESTABLISHING REASONABLE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY.
FORM 990, PART XI, LINE 9:RETURNED GRANT 15,000.
FORM 990, PART XII, LINE 2C:THE FULL BOARD OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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