MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED (EIN 56-0690140)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349102618
- 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
- Distribution From Corpus Election
- 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 | 2024-11-11T15:45:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | 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 | 560690140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY REYNOLDS BABCOCK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3367261401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 5TH STREET 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BARKSDALE | PersonNm |
| Person Title | CHIEF FINANCE AND OPERATING OFFICER | PersonTitleTxt |
| Phone | 3367261401 | PhoneNum |
| Signature | 2024-11-07 | 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 | ELIZABETH MAUCH | PreparerPersonNm |
| PTIN | P01988953 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| 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 | $185,812,542 | 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 | $94,340 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63,791 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,791 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,457,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,457,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,190,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,620,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,190,768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,194 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$64,074 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,793,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,648,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,086,117 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,640 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,058,477 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,097,222 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $67,806 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,029,416 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $237,356 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,328 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $226,028 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,018 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,854 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,164 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,710 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $137,265 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $441,704 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,068 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $124,970 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,216 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $423 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $385,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,384 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $369,544 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,869,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,256,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $612,648 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,340,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,431,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,593,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,802,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,802,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,143,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,431,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,395,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,349,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,216,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $304,017 | CashBOYAmt |
| Cash EOY | $167,463 | CashEOYAmt |
| Cash EOYFMV | $167,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,779,721 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,822,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,822,259 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,664 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,814 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,664 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,664 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $4,608,221 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $6,883,881 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $4,608,221 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $4,608,221 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $51,974 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $139,504 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $139,504 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,829,234 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,688,314 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,688,314 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $139,244,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,989,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,989,734 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,419,154 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,616,981 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,616,981 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $854,395 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $934,133 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $934,133 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,685 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,737 | LandBOYAmt |
| Land EOY | $14,382 | LandEOYAmt |
| Land EOYFMV | $14,382 | LandEOYFMVAmt |
| Other Assets BOY | $5,956,606 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,829,887 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,829,887 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $177,340,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,812,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $185,812,542 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $309,314 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $386,400 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $294,130 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $522,711 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $603,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $909,111 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $169,489,308 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $179,861,126 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,248,227 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,042,305 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $176,737,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $184,903,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $177,340,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $185,812,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $176,737,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,349,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,515,691 | OtherIncreasesAmt |
| Subtotal | $184,903,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $184,903,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED | $44,620,490 | $39,355,866 | $5,264,624 | $5,264,624 | |
| GEN IM GLOBAL EQUITY K-1 ST | -$48,311 | -$48,311 | P | ||
| GEN IM GLOBAL EQUITY K-1 LT | -$813,579 | -$813,579 | P | ||
| DBL III K-1 LT | $137,982 | $137,982 | P | ||
| SJF IV K-1 ST | $83 | $83 | P | ||
| SJF IV K-1 LT | -$425,454 | -$425,454 | P | ||
| SJF V K-1 LT | -$49,463 | -$49,463 | P | ||
| MAC I K-1 LT | -$28,001 | -$28,001 | P | ||
| MAC II K-1 ST | -$1,289 | -$1,289 | P | ||
| MAC II K-1 LT | -$7,842 | -$7,842 | P | ||
| IMPACT AMERICA II K-1 LT | -$10,145 | -$10,145 | P | ||
| ILLUME FUND I K-1 ST | -$169 | -$169 | P | ||
| ILLUME FUND I K-1 LT | $893 | $893 | P | ||
| ILLUME FUND II K-1 ST | -$240 | -$240 | P | ||
| ILLUME FUND II K-1 LT | -$1,302 | -$1,302 | P | ||
| KAPOR III K-1 ST | $608 | $608 | P | ||
| KAPOR III K-1 LT | -$8,129 | -$8,129 | P | ||
| COLLAB K-1 LT | -$1,957 | -$1,957 | P | ||
| DEBUT K-1 LT | -$551 | -$551 | P | ||
| GCS II | $1,401,959 | $1,401,959 | P | ||
| GCS III | -$236,463 | -$236,463 | P | ||
| APIS & HERITAGE | $20,256 | $20,256 | P | ||
| ALKEON | -$2,742 | -$2,742 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,190,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $134,175 | 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 | $134,175 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,670 | OverpaymentAmt |
| Applied To ES Tax | $61,670 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MRBF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BARKSDALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367261401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 5TH STREET 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| LAVEEDA BATTLE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 3.00 | $3,000 | $0 | $0 |
| CHAD BERRY | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER - VICE PRESIDENT | 3.00 | $2,500 | $0 | $0 |
| ASHLEIGH GARDERE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER - PRESIDENT | 3.00 | $4,000 | $0 | $0 |
| MICAH GILMER | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $3,500 | $0 | $0 |
| JERRY GONZALEZ | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $2,500 | $0 | $0 |
| JAMES MITCHELL | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $4,000 | $0 | $0 |
| HOLT MOUNTCASTLE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| KARA MOUNTCASTLE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER - SECRETARY | 2.00 | $0 | $0 | $0 |
| KATHY MOUNTCASTLE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KENNETH MOUNTCASTLE III | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER - TREASURER | 3.00 | $0 | $0 | $0 |
| LAURA MOUNTCASTLE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARY MOUNTCASTLE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| TYREE STEPHANIE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | BOARD MEMBER | 2.00 | $2,000 | $0 | $0 |
| FLOZELL DANIELS JR | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | CHIEF EXECUTIVE OFFICER | 40.00 | $300,057 | $51,283 | $1,200 |
| JENNIFER BARKSDALE | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | CHIEF FINANCE AND OPERATIONS OFFICER | 40.00 | $209,448 | $42,252 | $1,200 |
| ELENA CONLEY | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | CHIEF STRATEGY OFFICER | 40.00 | $202,704 | $29,166 | $1,200 |
| DWAYNE PATTERSON | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | CHIEF EQUITY OFFICER | 40.00 | $179,217 | $50,491 | $1,200 |
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 |
|---|---|---|---|---|---|---|---|---|
| TANIA DURAN | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | SENIOR NETWORK OFFIC | 40.00 | $132,351 | $32,367 | $600 |
| ETHAN HAMBLIN | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | SENIOR NETWORK OFFIC | 40.00 | $136,076 | $22,423 | $1,200 |
| JULIUS KIMBROUGH | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | IMPACT INVESTMENT OF | 40.00 | $130,777 | $23,550 | $1,011 |
| SUSANNA HEGNER | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | COMMUNICATIONS OFFIC | 40.00 | $121,126 | $22,442 | $1,200 |
| CHRISTINE MAYERS | ||||||||
| 500 WEST 5TH STREET SUITE 800 | WINSTONSALEM | NC | 27101 | GRANTS MANAGER | 40.00 | $103,221 | $26,084 | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | |||||
| 345 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT | $318,228 |
| CANDIDE GROUP LLC | |||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | INVESTMENT MANAGEMENT | $175,747 |
| NOOR CONSULTING LLC | |||||
| PO BOX 1015 | NEW YORK | NY | 10276 | RACIAL EQUITY CONSULTANT, FACILITATOR, TRAINING | $116,191 |
| BROWN SUSTAINABLE | |||||
| 901 SOUTH BOND STREET STE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT | $78,389 |
| SAYBROOK CAPITAL | |||||
| 2000 FRONTIS PLAZA BLVD | WINSTONSALEM | NC | 27103 | INVESTMENT MANAGEMENT | $69,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION STAFF TIME AND EXPENSES ON BOARDS, GRANTEE TECHNICAL ASSISTANCE, PARTICIPATION IN FUNDER NETWORKS, PEER ADVICE TO FUNDER COLLEAGUES, PUBLIC POLICY RESEARCH AND PUBLISH RESULTS, PRESENTERS AT CONFERENCES, AND ADVISORY COMMITTEES OF OTHER CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $165,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CAPITAL CALL PAID TO AMERICAN SOUTH REAL ESTATE FUND (ASREF). | Description1Txt |
| Expenses1 | $49,568 | Expenses1Amt |
| Total | $49,568 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $162,528,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,161,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,007 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,691,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $170,691,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,560,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,130,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,406,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,406,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,505 | TotalTaxAmt |
| Distributable Before Adj | $8,334,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $223,279 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,557,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,557,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,395,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $49,568 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,997 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $13,453,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,557,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,375,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,715,651 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,153,435 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $11,429,645 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,674,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,453,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $2,380,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,557,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,515,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,570,507 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $2,380,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,375,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,814,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,715,651 | ExcessFromYear4Amt |
| Excess From Year3 | $17,153,435 | ExcessFromYear3Amt |
| Excess From Year1 | $11,429,645 | ExcessFromYear1Amt |
| Excess From Current Year | $2,515,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FOUNDATION WEBSITE WWWMRFBORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 5TH STREET STE 800 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367489222 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION DOES NOT ACCEPT PAPER GRANT APPLICATIONS. ALL INFORMATION REGARDING SUMBISSION OF APPLICATIONS INCLUDING THE FORMAT AND ADDITIONAL INFORMATION REQUIRED CAN BE FOUND ON THE FOUNDATION'S WEBSITE "WWW.MRBF.ORG". | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION USES A ROLLING APPLICATON PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IN THE SOUTHEASTERN UNITED STATES NO GRANTS TO INDIVIDUALS OR FOR CONTRUCTION NO GRANTS FOR INTERNATIONAL PROGRAMS CONCENTRATION IN GRANTS TO ORGANIZATIONS THAT HELP PEOPLE AND PLACES IN THE SOUTHEASTERN U.S. MOVE OUT OF POVERTY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU OF ALABAMA | ||||||||
| PO BOX 6179 | MONTGOMERY | AL | 36106 | NONE | PC | GENERAL OPERATING/REGRANTING/ ORGANIZATIONAL DEVELOPMENT | $350,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE ON BEHALF OF ADVOCACY BASED ON LIVED EXPERI | ||||||||
| 2508 PORTLAND AVE SUITE 14 | LOUISVILLE | KY | 40212 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ADVOCATES FOR COMMUNITY AND RURAL EDUCATION DBA RURAL COMMUNITY ALLIANCE | ||||||||
| 401 S SCOTT STREET SUITE 5 | LITTLE ROCK | AR | 72201 | NONE | PC | GENERAL OPERATING/ ORGANIZATIONAL DEVELOPMENT | $195,000 | |
| ALABAMA COALITION FOR IMMIGRANT JUSTICE | ||||||||
| 1826 6TH AVENUE SOUTH | IRONDALE | AL | 35210 | NONE | PC | GENERAL OPERATING/ ORGANIZATIONAL DEVELOPMENT | $250,000 | |
| ALABAMA JUSTICE INITIATIVE | ||||||||
| 2012 26TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC ON BEHALF OF APPALACHIA FUNDERS NET | ||||||||
| 420 N MAIN STREET | HAZARD | KY | 41701 | NONE | PC | GENERAL OPERATING | $45,000 | |
| APPALACHIAN CITIZENS' LAW CENTER | ||||||||
| 317 MAIN STREET | WHITESBURG | KY | 41858 | NONE | PC | GENERAL OPERATING | $150,000 | |
| APPALSHOP INC | ||||||||
| 91 MADISON AVENUE | WHITESBURG | KY | 41858 | NONE | PC | GENERAL OPERATING | $150,000 | |
| ALABAMA ARISE | ||||||||
| 400 SOUTH UNION STREET SUITE 340 | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATING | $20,000 | |
| BLACK BELT COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 2020 | SELMA | AL | 36702 | NONE | PC | GENERAL OPERATING | $40,000 | |
| BLACK LEADERSHIP ACTION COALITION OF KENTUCKY (BLACK) | ||||||||
| 2508 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CENTER FOR RACIAL EQUITY IN EDUCATION | ||||||||
| 330 CAMP ROAD SUITE B14 | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CIVIC TN | ||||||||
| 5016 CENTENNIAL BLVD SUITE 200 | NASHVILLE | TN | 37209 | NONE | PC | GENERAL OPERATING/REGRANTING/ ORGANIZATIONAL DEVELOPMENT | $750,000 | |
| COALFIELD DEVELOPMENT CORPORATION | ||||||||
| PO BOX 1133 | WAYNE | WV | 25570 | NONE | PC | GENERAL OPERATING/REGRANTING/ ORGANIZATIONAL DEVELOPMENT | $225,000 | |
| CODE THE DREAM | ||||||||
| 201 WEST MAIN STREET SUITE 100 | DURHAM | NC | 27701 | NONE | PC | GENERAL OPERATING | $250,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE ON BEHALF OF COMMONWEALTH ALLIANCE DONOR TA | ||||||||
| 2508 PORTLAND AVE SUITE 14 | LOUISVILLE | KY | 40212 | NONE | PC | GENERAL OPERATING | $225,000 | |
| NAFASI FUND ON BEHALF OF COMMUNITYBUILD VENTURES (CBV) | ||||||||
| 384 NORTHYARDS BLVD NW 190 BLDG 100 | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PARKWAY SUITE | MORRISVILLE | NC | 27560 | NONE | PC | GENERAL OPERATING/REGRANTING | $525,000 | 160 |
| EDUCATION JUSTICE ALLIANCE | ||||||||
| 1214 E LENOIR STREET | RALEIGH | NC | 27610 | NONE | PC | GENERAL OPERATING | $20,000 | |
| THE EQUITY ALLIANCE | ||||||||
| PO BOX 331821 | NASHVILLE | TN | 372031821 | NONE | PC | GENERAL OPERATING/REGRANTING/ ORGANIZATIONAL DEVELOPMENT | $395,000 | |
| FAITH IN ACTION ALABAMA | ||||||||
| 2100 4TH AVENUE N | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING | $200,000 | |
| FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN | ||||||||
| 1307 ORETHA CASTLE HALEY BLVD SUITE | NEW ORLEANS | LA | 70113 | NONE | PC | GENERAL OPERATING | $20,000 | 303 |
| CAROLINA COMMON ENTERPRISE ON BEHALF OF FERTILE GROUND FOOD COOPERATIVE | ||||||||
| 311 NEW BERN AV UNIT 25395 | RALEIGH | NC | 276115395 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FORWARD JUSTICE | ||||||||
| 1 COPLEY PKWY SUITE 302 | MORRSVILLE | NC | 27560 | NONE | PC | GENERAL OPERATING | $300,000 | |
| GALEO LATINO COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 29506 | ATLANTA | GA | 30359 | NONE | PC | GENERAL OPERATING/PROJECT/ ORGANIZATIONAL DEVELOPMENT | $500,000 | |
| GEORGIA ACT INC | ||||||||
| 250 GEORGIA AVENUE SE SUITE 350 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING/ ORGANIZATIONAL DEVELOPMENT | $137,500 | |
| BLACK BELT COMMUNITY FOUNDATION INC ON BEHALF OF JELIW PRODUCTIONS | ||||||||
| 66 YOSEMITE DRIVE | NEW ORLEANS | LA | 70131 | NONE | PC | GENERAL OPERATING | $20,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2508 PORTLAND AVENUE SUITE 14 | LOUISVILLE | KY | 40212 | NONE | PC | GENERAL OPERATING | $250,000 | |
| THE KNIGHTS & ORCHIDS SOCIETY INC | ||||||||
| 17 BROAD STREET | SELMA | AL | 36701 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY DBA MOUNTAIN ASSOCIATION | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | GENERAL OPERATING | $300,000 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 548 MARKET STREET 96531 | SAN FRANCISCO | CA | 94104 | NONE | PC | REGRANTING/PROJECT | $425,000 | |
| NEW ORLEANS WORKERS CENTER FOR RACIAL JUSTICE | ||||||||
| 2500 CANAL STREET | NEW ORLEANS | LA | 70122 | NONE | PC | GENERAL OPERATING | $200,000 | |
| NEW VENTURE FUNDCENSUS EQUITY INITIATIVE | ||||||||
| 1828 L ST NW SUITE 300-A | WASHINGTON | DC | 20036 | NONE | PC | REGRANTING/PROJECT | $400,000 | |
| NORTH CAROLINA BLACK ALLIANCE | ||||||||
| 205 FAYETTEVILLE STREET SUITE 220 | RALEIGH | NC | 27601 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE ORDINARY PEOPLE SOCIETY | ||||||||
| 403 WEST POWELL STREET | DOTHAN | AL | 36303 | NONE | PC | GENERAL OPERATING | $220,000 | |
| OUR VOICE NUESTRA VOZ (OVNV) | ||||||||
| 900 CAMP ST | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NEO PHILANTHROPY INC ON BEHALF OF PIECE BY PIECE | ||||||||
| 1016 AKRON AVENUE | DURHAM | NC | 27713 | NONE | PC | REGRANTINGORGANIZATIONAL DEVELOPMENT | $300,000 | |
| PROGEORGIA STATE TABLE INC | ||||||||
| 151 ELLIS STREET NE 2ND FLOOR | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $225,000 | |
| RESTOREHER USAMERICA INC (RESTOREHER) | ||||||||
| 211 GREEN VALLEY RD | FAYETTEVILLE | GA | 30214 | NONE | PC | GENERAL OPERATING | $15,000 | |
| SOUTH CAROLINA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT | ||||||||
| 8570 RIVERS AVENUE SUITE 130 | NORTH CHARLESTON | SC | 29406 | NONE | PC | GENERAL OPERATING/REGRANTING | $400,000 | |
| SOUTHEAST CLIMATE & ENERGY NETWORK (SCEN) | ||||||||
| 9311 NW 43RD MANOR | SUNRISE | FL | 33351 | NONE | PC | GENERAL OPERATING | $20,000 | |
| SOUTHEAST IMMIGRANT RIGHTS NETWORK | ||||||||
| PO BOX 87119 | COLLEGE PARK | GA | 30337 | NONE | PC | GENERAL OPERATING/REGRANTING | $275,000 | |
| SOUTHERN PARTNERS FUND INC | ||||||||
| 1 BALTIMORE PLACE NW SUITE 150 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING/REGRANTING | $350,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION | ||||||||
| 3310 EZELL ROAD | NASHVILLE | TN | 37211 | NONE | PC | GENERAL OPERATINGREGRANTING | $420,000 | |
| CIVIC TN ON BEHALF OF TOGETHER TN | ||||||||
| C/0 CIVIC TN - 5016 CENTENNIAL BLVD | NASHVILLE | TN | 37209 | NONE | PC | GENERAL OPERATING | $20,000 | SUITE 200 |
| VOICE OF THE EXPERIENCED (VOTE) | ||||||||
| 4930 WASHINGTON AVENUE SUITE A | NEW ORLEANS | LA | 70125 | NONE | PC | GENERAL OPERATING/ ORGANIZATIONAL DEVELOPMENT | $375,000 | |
| WE ARE DOWN HOME | ||||||||
| PO BOX 10671 | GREENSBORO | NC | 27404 | NONE | PC | GENERAL OPERATING | $20,000 | |
| LIGHTHOUSE COMMUNITY DEVELOPMENT CORPORATION ON BEHALF OF WE MATTER 8MILE C | ||||||||
| 4115 EVERETT RD | EIGHT MILE | AL | 36613 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY INC | ||||||||
| 8 CAPITOL STREET 4TH FLOOR | CHARLESTON | WV | 25301 | NONE | PC | GENERAL OPERATING | $300,000 | |
| WEST VIRGINIA HEALTHY KIDS AND FAMILIES COALITION DBA OUR FUTURE WV | ||||||||
| 1506 KANAWHA BOULEVARD WEST | CHARLESTON | WV | 25387 | NONE | PC | ORGANIZATIONAL DEVELOPMENT | $75,000 | |
| WOMEN'S FOUNDATION OF THE SOUTH | ||||||||
| 401 SAINT JOSEPH STREET SUITE 2A | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL OPERATING/REGRANTING/ ORGANIZATIONAL DEVELOPMENT | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,802,500 | 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 | $63,791 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $48 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,457,540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,190,768 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER K-1 INCOME | 14 | $19,889 | ||
| OTHER K-1 INCOME UBI | 523000 | -$28,858 | ||
| CHANGE IN VALUE OF CRT | 14 | $79,738 | ||
| SECTION 988 LOSS FROM K-1 | 14 | -$83,963 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$28,810 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,727,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,698,953 | 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 | FORD FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 EAST 43RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $94,340 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,275 | Amt |
| Net Investment Income | $35,565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,710 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $2,380,000 OF GRANTS MADE IN 2023 AS DISTRIBUTION FROM CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME CORPORATE BONDS | $16,701,131 | $16,701,131 |
| FIXED INCOME INTERNATIONAL | $691,321 | $691,321 |
| FIXED INCOME EMERGING MARKETS | $224,529 | $224,529 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADVISORY SUSTAINABLE GROWTH | $21,157,852 | $21,157,852 |
| CARDINAL CAPITAL MANAGEMENT | $8,230,569 | $8,230,569 |
| CHANNING GLOBAL ADVISORS | $2,504,384 | $2,504,384 |
| DECATUR CAPITAL MANAGEMENT | $2,664,414 | $2,664,414 |
| FIERA | $7,182,187 | $7,182,187 |
| HARDING LOEVNER | $8,875,604 | $8,875,604 |
| PROFIT IM ESG | $5,990,005 | $5,990,005 |
| RVX ASSET MANAGEMENT | $2,111,006 | $2,111,006 |
| SAYBROOK CAPITAL | $8,865,235 | $8,865,235 |
| VSQUARE QUANTITATIVE MANAGEMENT | $2,474,580 | $2,474,580 |
| PAX WORLD GLOBAL ENVIROMENTAL MARKETS FUND | $14,100,509 | $14,100,509 |
| BROWN INTERNATIONAL SMALL COMPANY | $194,281 | $194,281 |
| ALKEON INNOVATION OFFSHORE FUND II, LP | $998,577 | $998,577 |
| APIS AND HERITAGE LEGACY FUND I, LLC | $474,728 | $474,728 |
| COLLAB FUND I, LLC | $634,698 | $634,698 |
| CONCRETE ROSE | $55,964 | $55,964 |
| DBL PARTNERS III LP | $7,623,321 | $7,623,321 |
| DBL PARTNERS IV LP | $4,021,188 | $4,021,188 |
| DEBUT CAPITAL | $416,451 | $416,451 |
| E2JDJ | $419,141 | $419,141 |
| GENERATION IM CLIMATE SOLUTIONS II | $2,347,278 | $2,347,278 |
| GENERATION IM GLOBAL EQUITY FUND | $28,264,925 | $28,264,925 |
| GENERATION IM SUSTAINABLE SOLUTIONS III | $4,583,180 | $4,583,180 |
| ILLUMEN CAPITAL FUND II, LP | $394,856 | $394,856 |
| ILLUMEN CAPITAL, LP | $697,507 | $697,507 |
| IMPACT AMERICA FUND II, LP | $492,214 | $492,214 |
| IMPACT AMERICA FUND III, LP | $64,304 | $64,304 |
| KAPOR CAPITAL III, LP | $137,770 | $137,770 |
| MAC VENTURES CAPITAL 2019, LP | $793,557 | $793,557 |
| MAC VENTURES CAPITAL FUND II | $727,654 | $727,654 |
| MISSION ONE CAPITAL | $205,548 | $205,548 |
| RUTHLESS FOR GOOD | $138,571 | $138,571 |
| SJF VENTURES IV, LP | $3,136,457 | $3,136,457 |
| SJF VENTURES V, LP | $1,011,219 | $1,011,219 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,688,314 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,688,314 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANNUITY TRUST | FMV | $434,133 | $434,133 |
| PRIVATE FIXED INCOME | AT COST | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,018 | LegalFeesAmt |
| Net Investment Income | $3,854 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,164 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $5,800,421 | $5,590,782 | $5,590,782 |
| ACCRUED INCOME | $156,185 | $239,105 | $239,105 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,085,130 | $1,085,130 | $0 |
| INVESTMENT EXPENSES FROM K-1S | $1,085,819 | $1,085,819 | $0 |
| FOREIGN TAXES | $64,446 | $64,446 | $0 |
| FOREIGN TAXES FROM K-1S | $15,711 | $15,711 | $0 |
| PROGRAM SUPPORT - RACIAL EQUITY, LEARNING AND STRATEGY | $262,883 | $0 | $262,883 |
| TECHNOLOGY | $126,435 | $2,434 | $124,001 |
| COMMUNICATIONS | $80,968 | $0 | $80,968 |
| MEMBERSHIP | $77,394 | $0 | $77,394 |
| OFFICE EXPENSES | $42,690 | $1,960 | $40,730 |
| INSURANCE | $17,194 | $585 | $16,609 |
| BANK, PAYROLL AND OTHER FEES | $10,547 | $484 | $10,063 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER K-1 INCOME | $19,889 | $19,889 | $19,889 |
| OTHER K-1 INCOME UBI | -$28,858 | $0 | -$28,858 |
| CHANGE IN VALUE OF CRT | $79,738 | $79,738 | |
| SECTION 988 LOSS FROM K-1 | -$83,963 | -$83,963 | -$83,963 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $16,515,691 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $3,508 | $0 |
| DEFERRED TAX LIABILITY | $290,622 | $522,711 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $139,535 | Amt |
| Net Investment Income | $2,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $137,265 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $306,666 | $0 | $0 |
| PAYROLL TAXES | $135,038 | $10,068 | $124,970 |
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