SEARLE FREEDOM TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEARLE FREEDOM TRUST (EIN 36-7244615)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349102098
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:01:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367244615 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEARLE FREEDOM TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O KINSHIP LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAR | BusinessNameControlTxt |
| Phone | 6087104200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 NORTH FAIRCHILD STREET STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANA H SALTI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6087104200 | PhoneNum |
| Signature | 2024-11-13 | 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 | CHAD T MCCOY | PreparerPersonNm |
| PTIN | P01565151 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2024-11-13 | 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 | $39,518,300 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,534,743 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,534,715 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $527,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $527,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,331,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,254,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,078 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,228 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$220,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,105,138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,258,657 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,355 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,127,302 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $643,886 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $643,886 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $424,299 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $424,299 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $117,062 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $117,062 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $314,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,118 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $745 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $352,299 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $352,299 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $62,215 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $62,215 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $396,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $222,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180,721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,572,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $460,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,790,722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,997,457 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,997,457 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,569,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $460,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,788,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,790,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,644,892 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,955,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,345,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,345,766 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $17,474,902 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,706,884 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,677,121 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $48,174,021 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,240,674 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,319,339 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $157,584 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $155,343 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,986 | LandBOYAmt |
| Land EOY | $2,241 | LandEOYAmt |
| Land EOYFMV | $2,241 | LandEOYFMVAmt |
| Other Assets BOY | $264,499 | OtherAssetsBOYAmt |
| Other Assets EOY | $173,831 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $173,831 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,871,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,469,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,518,300 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $378 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $378 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $203,535 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $392,056 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $203,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $392,434 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $76,668,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,076,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,668,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,076,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,871,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,469,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,668,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,790,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,198,955 | OtherIncreasesAmt |
| Subtotal | $54,076,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,076,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FLOW THROUGH FROM BENCHMARK CAP V | P | 2023-01-01 | 2023-12-31 | $241 | -$241 | -$241 | |
| FLOW THROUGH FROM KTC HEDGE PRODUCTS | P | 2023-01-01 | 2023-12-31 | $38,982 | $38,982 | $38,982 | |
| FLOW THROUGH FROM KTC STRATEGIC OPPS | P | 2023-01-01 | 2023-12-31 | $94,648 | $94,648 | $94,648 | |
| FLOW THROUGH FROM ADVENT INT'L GPE V | P | 2023-01-01 | 2023-12-31 | $47,710 | -$47,710 | -$47,710 | |
| FLOW THROUGH FROM ADVISORS IV | P | 2023-01-01 | 2023-12-31 | $6,330 | $6,330 | $6,330 | |
| FLOW THROUGH FROM BENCHMARK CAP V | P | 2023-01-01 | 2023-12-31 | $2,092 | -$2,092 | -$2,092 | |
| FLOW THROUGH FROM FOUNDATION CAP V | P | 2023-01-01 | 2023-12-31 | $151 | -$151 | -$151 | |
| FLOW THROUGH FROM KTC HEDGE PRODUCTS | P | 2023-01-01 | 2023-12-31 | $228,791 | -$228,791 | -$228,791 | |
| FLOW THROUGH FROM KTC STRATEGIC OPPS | P | 2023-01-01 | 2023-12-31 | $359,651 | $359,651 | $359,651 | |
| FLOW THROUGH FROM PROSPECT VENTURE III | P | 2023-01-01 | 2023-12-31 | $14,995 | -$14,995 | -$14,995 | |
| FLOW THROUGH FROM RHO VENTURES V | P | 2023-01-01 | 2023-12-31 | $65,066 | -$65,066 | -$65,066 | |
| FLOW THROUGH FROM SCF-VI | P | 2023-01-01 | 2023-12-31 | $6,040 | $6,040 | $6,040 | |
| FLOW THROUGH SEC 1231 FROM ADVISORS IV | P | 2023-01-01 | 2023-12-31 | $29 | -$29 | -$29 | |
| FLOW THROUGH SEC 1231 FROM KTC HEDGE PRODUCTS | P | 2023-01-01 | 2023-12-31 | $937 | -$937 | -$937 | |
| FLOW THROUGH 1256 FROM KTC HEDGE PRODUCTS | P | 2023-01-01 | 2023-12-31 | $12,090 | -$12,090 | -$12,090 | |
| OCM VII - ADVISORS IV - DISPOSITION GAIN | P | 2023-01-01 | 2023-12-31 | $138 | $138 | $138 | |
| SCF VI DISPOSTION LOSS | P | 2023-01-01 | 2023-12-31 | $27,474 | -$27,474 | -$27,474 | |
| APOLLO V - ADVISORS IV DISPOSITION LOSS | P | 2023-01-01 | 2023-12-31 | $437,574 | -$437,574 | -$437,574 | |
| ROUNDTABLE - ADVISORS IV - DISPOSITION LOSS | P | 2023-01-01 | 2023-12-31 | $46,879 | -$46,879 | -$46,879 | |
| MDV VII - ADVISORS IV - DISPOSITION LOSS | P | 2023-01-01 | 2023-12-31 | $45,424 | -$45,424 | -$45,424 | |
| KTC STRATEGIC OPPS - DISPOSITION LOSS | P | 2023-01-01 | 2023-12-31 | $432,390 | -$432,390 | -$432,390 | |
| NGM BIOPHARMA | P | 2009-11-30 | 2023-02-01 | $5,000 | $3,173 | $3,173 | $8,173 |
| NGM BIOPHARMA | P | 2019-01-01 | 2023-02-01 | $10,000 | $15,540 | $15,540 | $25,540 |
| DODGE & COX | P | 2013-08-29 | 2023-02-01 | $1,605,062 | -$105,062 | -$105,062 | $1,500,000 |
| DODGE & COX | P | 2013-08-29 | 2023-03-02 | $1,628,048 | -$147,329 | -$147,329 | $1,480,719 |
| ISHARES MSCI EAFE | P | 2020-02-07 | 2023-02-01 | $1,762,484 | -$268,993 | -$268,993 | $1,493,491 |
| ISHARES MSCI EAFE | P | 2020-02-07 | 2023-03-02 | $2,035,357 | -$315,736 | -$315,736 | $1,719,621 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | P | 2014-01-17 | 2023-02-01 | $506,475 | -$17,117 | -$17,117 | $489,358 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | P | 2014-01-17 | 2023-02-01 | $277,455 | -$8,315 | -$8,315 | $269,140 |
| VANGUARD FTSE EMERGING | P | 2020-12-16 | 2023-02-01 | $3,317,501 | -$1,314,642 | -$1,314,642 | $2,002,859 |
| VANGUARD FTSE EMERGING | P | 2020-12-16 | 2023-03-02 | $4,443,910 | -$1,889,091 | -$1,889,091 | $2,554,819 |
| T-ROWE PRICE INST. | P | 2008-11-03 | 2023-02-01 | $884,518 | $1,615,482 | $1,615,482 | $2,500,000 |
| T-ROWE PRICE INST. | P | 2008-11-03 | 2023-03-02 | $521,963 | $956,971 | $956,971 | $1,478,934 |
| SECTION 1202 ADJUSTMENT | P | 2023-01-01 | 2023-12-31 | $4,760 | -$2,380 | -$2,380 | $2,380 |
| FLOW THROUGH UBTI | P | 2023-01-01 | 2023-12-31 | $111,903 | $111,903 | $111,903 | $223,806 |
| US TREASURY .125% DUE 6/30/23 | P | 2022-10-31 | 2023-06-30 | $6,000,000 | $0 | $0 | $6,000,000 |
| US TREASURY .375% DUE 10/31/23 | P | 2022-11-03 | 2023-10-31 | $6,000,000 | $0 | $0 | $6,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,221,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129,789 | 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 | $129,789 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $106,925 | OverpaymentAmt |
| Applied To ES Tax | $106,925 | 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 | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ELAINE SIMADIS | IndividualWithBooksNm |
| Phone | 6087104200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 NORTH FAIRCHILD STREET STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| D GIDEON SEARLE | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL D SEARLE | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | FAMILY ADVISOR | 0.00 | $0 | $0 | $0 |
| STEVEN F HAYWARD | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | GRANT ADVISOR | 1.00 | $13,000 | $0 | $16,912 |
| KIMBERLY O DENNIS | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | EXECUTIVE DIRECTOR | 40.00 | $569,657 | $88,322 | $19,682 |
| STEPHEN MOORE | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | GRANT ADVISOR | 1.00 | $13,000 | $0 | $13,000 |
| JAMES PIERESON | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | GRANT ADVISOR | 1.00 | $13,000 | $0 | $14,226 |
| KINSHIP TRUST COMPANY LLC | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | TRUSTEE | 10.00 | $650,000 | $0 | $0 |
| ETHAN O MEERS | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | FAMILY ADVISOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| COURTNEY E MYERS | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | PROGRAM OFFICER | 40.00 | $270,000 | $55,707 | $11,716 |
| RICHARD J TREN | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | PROGRAM OFFICER | 40.00 | $270,000 | $48,266 | $17,329 |
| JENNIFER E MCDOUGAL | |||||||||
| 1055 THOMAS JEFFERSON ST NW SUITE L | 26 | WASHINGTON | DC | 20007 | OFFICE MANAGER | 40.00 | $103,886 | $14,991 | $1,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD ALEXANDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 THOMAS JEFFERSON ST NW SUITE L | AddressLine1Txt |
| Address Line2 | 26 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANTS IN HIGHER EDUCATION | ServiceTypeTxt |
| Compensation | $91,282 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,794,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,813,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,983,239 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,591,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,591,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $773,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,817,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,540,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,540,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,864 | TotalTaxAmt |
| Distributable Before Adj | $2,518,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,518,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,518,020 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,788,179 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,788,179 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,518,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,919,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,561,814 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,460,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,091,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,778,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,811,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,788,179 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,518,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,270,159 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $120,081,468 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,919,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,161,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,561,814 | ExcessFromYear4Amt |
| Excess From Year3 | $19,460,138 | ExcessFromYear3Amt |
| Excess From Year2 | $21,091,429 | ExcessFromYear2Amt |
| Excess From Year1 | $22,778,206 | ExcessFromYear1Amt |
| Excess From Current Year | $20,270,159 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR CITIZEN FOCUSED SERVICE INC | |||||||
| 320 S HENRY STREET | ALEXANDRIA | VA | 22314 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $25,000 | |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $50,000 | |
| INDIANA UNIVERSITY | |||||||
| 100 SOUTH WOODLAWN AVENUE | BLOOMINGTON | IN | 47405 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $63,500 | |
| LUCY BURNS INSTITUTE | |||||||
| 8383 GREENWAY BLVD SUITE 600 | MIDDLETON | WI | 53562 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $75,000 | |
| PEOPLE UNITED FOR PRIVACY FOUNDATION | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $75,000 | 360 |
| ENCOUNTER FOR CULTURE AND EDUCATION INC | |||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $100,000 | |
| GLOBAL LIBERTY INSTITUTE USA | |||||||
| 768 MAYFIELD AVENUE | STANFORD | CA | 94305 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $100,000 | |
| PACIFIC RESEARCH INSTITUTE | |||||||
| P O BOX 60485 | PASEDENA | CA | 91116 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $100,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $100,000 | |
| STATE FINANCIAL OFFICERS FOUNDATION INC | |||||||
| 13851 W 63RD STREET SUITE 405 | SHAWNEE | KS | 66216 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $100,000 | |
| CENTER FOR INDEPENDENT THOUGHT | |||||||
| 50 MONUMENT ROAD SUITE 102 | BALA CYNWYD | PA | 19004 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $125,000 | |
| INSTITUTE FOR CITIZEN FOCUSED SERVICE INC | |||||||
| 320 S HENRY STREET | ALEXANDRIA | VA | 22314 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $125,000 | |
| INSTITUTE FOR THE AMERICAN WORKER | |||||||
| 38274 ALFALFA COURT | HAMILTON | VA | 20158 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $125,000 | |
| PARENTS DEFENDING EDUCATION | |||||||
| 4532 LEE HWY 119 | ARLINGTON | VA | 22207 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $125,000 | |
| TRUTH IN ACCOUNTING | |||||||
| 118 N CLINTON STREET SUITE 206 | CHICAGO | IL | 60661 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $125,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $200,000 | |
| EMPLOYMENT POLICIES INSTITUTE | |||||||
| 1655 FORT MYER DRIVE SUITE 600 | ARLINGTON | VA | 22209 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $200,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $200,000 | |
| SAGAMORE INSTITUTE | |||||||
| PO BOX 301076 | INDIANAPOLIS | IN | 46230 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $200,000 | |
| FREEDOMWORKS FOUNDATION INC | |||||||
| 111 K STREET NE | WASHINGTON | DC | 20002 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $250,000 | |
| DEFENSE OF FREEDOM INSTITUTE | |||||||
| 1765 DUKE STREET | ALEXANDRIA | VA | 22314 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $350,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | OTHER PUBLIC CHARITY | EDUCATION AND OUTREACH | $700,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $10,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5757 UNIVERSITY AVENUE | CHICAGO | IL | 60637 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $52,500 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVENUE SUITE 400 | WASHINGTON | DC | 20004 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $75,000 | |
| NEW YORK UNIVERSITY | |||||||
| 110 WEST THIRD STREET 2ND FLOOR | NEW YORK | NY | 10012 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $88,500 | |
| KINSHIP FOUNDATION | |||||||
| 111 N FAIRCHILD ST SUITE 300 | MADISON | WI | 53703 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $120,000 | |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DRIVE 201 | TOWSON | MD | 21204 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $125,000 | |
| FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $190,000 | |
| FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | FELLOWSHIPS | $248,500 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $36,000 | |
| STEELE FAMILY FOUNDATION | |||||||
| 24811 N 90TH WAY | SCOTTSDALE | AZ | 85255 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $100,000 | |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $105,000 | |
| EMERGENT ORDER FOUNDATION | |||||||
| 4450 FRONTIER TRAIL | AUSTIN | TX | 78745 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $200,000 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $200,000 | |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $300,000 | |
| VMTS EDUCATION INC | |||||||
| 137 N MONTAGUE STREET 132 | BROOKLYN | NY | 11201 | OTHER PUBLIC CHARITY | FILM AND NEW MEDIA | $300,000 | |
| THE DAILY CALLER NEWS FOUNDATION | |||||||
| 1737 H STREET NW SUITE 100 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | JOURNALISM | $75,000 | |
| THE DAILY CALLER NEWS FOUNDATION | |||||||
| 1737 H STREET NW SUITE 100 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | JOURNALISM | $75,000 | |
| AMERICAN PRIVATE RADIO | |||||||
| 1739 UNIVERSITY AVE NO 341 | OXFORD | MS | 38655 | OTHER PUBLIC CHARITY | JOURNALISM | $100,000 | |
| NATIONAL AFFAIRS | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | JOURNALISM | $100,000 | |
| NATIONAL REVIEW INSTITUTE | |||||||
| 19 WEST 44TH STREET SUITE 1701 | NEW YORK | NY | 10036 | OTHER PUBLIC CHARITY | JOURNALISM | $100,000 | |
| STUDENT FREE PRESS ASSOCIATION | |||||||
| PO BOX 76 | HILLSDALE | MI | 49242 | OTHER PUBLIC CHARITY | JOURNALISM | $100,000 | |
| REAL CLEAR FOUNDATION | |||||||
| 666 DUNDEE ROAD BLDG 600 | NORTHBROOK | IL | 60062 | OTHER PUBLIC CHARITY | JOURNALISM | $200,000 | |
| RICOCHET PRODUCTIONS | |||||||
| 1542 LOMA DRIVE | OJAI | CA | 93023 | OTHER PUBLIC CHARITY | JOURNALISM | $250,000 | |
| FRANKLIN NEWS FOUNDATION | |||||||
| 20 N CLARK STREET SUITE 3300 | CHICAGO | IL | 60602 | OTHER PUBLIC CHARITY | JOURNALISM | $300,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | OTHER PUBLIC CHARITY | LITIGATION | $50,000 | |
| LIBERTY JUSTICE CENTER | |||||||
| 208 S LASALLE STREET SUITE 1690 | CHICAGO | IL | 60604 | OTHER PUBLIC CHARITY | LITIGATION | $100,000 | |
| PROPERTY AND ENVIRONMENT RESEARCH CENTER | |||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | OTHER PUBLIC CHARITY | LITIGATION | $100,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | OTHER PUBLIC CHARITY | LITIGATION | $100,000 | |
| WISCONSIN INSTITUTE FOR LAW AND LIBERTY | |||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | OTHER PUBLIC CHARITY | LITIGATION | $100,000 | |
| GOLDWATER INSTITUTE | |||||||
| 500 E CORONADO ROAD | PHOENIX | AZ | 85004 | OTHER PUBLIC CHARITY | LITIGATION | $125,000 | |
| SPEECH FIRST | |||||||
| 1300 I STREET NW SUITE 400E | WASHINGTON | DC | 20005 | OTHER PUBLIC CHARITY | LITIGATION | $175,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | OTHER PUBLIC CHARITY | LITIGATION | $200,000 | |
| HAMILTON LINCOLN LAW INSTITUTE | |||||||
| 1629 K ST NW SUITE 300 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | LITIGATION | $225,000 | |
| CENTER FOR INDIVIDUAL RIGHTS | |||||||
| 1100 CONNNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | LITIGATION | $250,000 | 625 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | OTHER PUBLIC CHARITY | LITIGATION | $250,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | OTHER PUBLIC CHARITY | LITIGATION | $300,000 | |
| NATIONAL TAXPAYERS UNION FOUNDATION | |||||||
| 122 C STREET NW SUITE 650 | WASHINGTON | DC | 20001 | OTHER PUBLIC CHARITY | LITIGATION | $300,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | OTHER PUBLIC CHARITY | LITIGATION | $300,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | LITIGATION | $400,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | OTHER PUBLIC CHARITY | LITIGATION | $500,000 | |
| FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | ONLINE EDUCATION | $150,000 | |
| AMERICAN INSTITUTE FOR ECONOMIC RESEARCH | |||||||
| 250 DIVISION STREET PO BOX1000 | GREAT BARRINGTON | MA | 01230 | OTHER PUBLIC CHARITY | RESEARCH | $46,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 805 21ST ST NW SUITE 600 | WASHINGTON | DC | 20052 | OTHER PUBLIC CHARITY | RESEARCH | $50,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 805 21ST ST NW SUITE 600 | WASHINGTON | DC | 20052 | OTHER PUBLIC CHARITY | RESEARCH | $50,000 | |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | RESEARCH | $75,000 | |
| FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY | |||||||
| 201 WEST FIFTH STREET SUITE 1100 | WEST FIFTH STREET | TX | 78701 | OTHER PUBLIC CHARITY | RESEARCH | $75,000 | |
| INSTITUTE FOR ENERGY RESEARCH | |||||||
| 1155 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | OTHER PUBLIC CHARITY | RESEARCH | $75,000 | |
| PACIFIC RESEARCH INSTITUTE | |||||||
| PO BOX 60485 | PASEDENA | CA | 91116 | OTHER PUBLIC CHARITY | RESEARCH | $75,000 | |
| AMERICAN TRANSPARENCY | |||||||
| 3 GRANT SQUARE 355 | HINSDALE | IL | 60521 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| BUCKEYE INSTITUTE | |||||||
| 88 EAST BROAD ST SUITE 1300 | COLUMBUS | OH | 43215 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| CO2 COALITION | |||||||
| 1621 N KENT STREET SUITE 603 | ARLINGTON | VA | 22209 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| DO NO HARM | |||||||
| 11357 NUCKOLS ROAD PMB 115 | GLEN ALLEN | VA | 23059 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | |||||||
| 1414 PIEDMONT DRIVE EAST | TALLAHASSEE | FL | 32308 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| WIREPOINTS CORP | |||||||
| 820 LAKE AVENUE | WILMETTE | IL | 60091 | OTHER PUBLIC CHARITY | RESEARCH | $100,000 | |
| COMMITTEE TO UNLEASH PROSPERITY | |||||||
| 9008 BELMART ROAD | POTOMAC | MD | 20854 | OTHER PUBLIC CHARITY | RESEARCH | $125,000 | |
| COMMITTEE TO UNLEASH PROSPERITY | |||||||
| 9008 BELMART ROAD | POTOMAC | MD | 20854 | OTHER PUBLIC CHARITY | RESEARCH | $150,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | OTHER PUBLIC CHARITY | RESEARCH | $150,000 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE DEPT 18 | WASHINGTON | DC | 20002 | OTHER PUBLIC CHARITY | RESEARCH | $150,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | OTHER PUBLIC CHARITY | RESEARCH | $200,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | OTHER PUBLIC CHARITY | RESEARCH | $200,000 | |
| GEORGIA CENTER FOR OPPORTUNITY | |||||||
| 333 RESEARCH COURT SUITE 210 | PEACHTREE CORNERS | GA | 30092 | OTHER PUBLIC CHARITY | RESEARCH | $225,000 | |
| PROPERTY AND ENVIRONMENT RESEARCH CENTER | |||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | OTHER PUBLIC CHARITY | RESEARCH | $225,000 | |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | |||||||
| 2900 CRYSTAL DRIVE 6TH FLOOR | ARLINGTON | VA | 22202 | OTHER PUBLIC CHARITY | RESEARCH | $250,000 | |
| ECONOMIC POLICY INNOVATION CENTER | |||||||
| 430 FIRST STREET SE SUITE 2 | WASHINGTON | DC | 20003 | OTHER PUBLIC CHARITY | RESEARCH | $250,000 | |
| MERCATUS CENTER | |||||||
| 3434 WASHINGTON BOULEVARD 4TH FLOOR | ARLINGTON | VA | 22201 | OTHER PUBLIC CHARITY | RESEARCH | $250,000 | |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | OTHER PUBLIC CHARITY | RESEARCH | $250,000 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE DEPT 18 | WASHINGTON | DC | 20002 | OTHER PUBLIC CHARITY | RESEARCH | $250,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4401 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22031 | OTHER PUBLIC CHARITY | RESEARCH | $275,000 | |
| AMERICA FIRST POLICY INSTITUTE | |||||||
| 1001 PENNSYLVANIA AVE NW SUITE 530 | WASHINGTON | DC | 20004 | OTHER PUBLIC CHARITY | RESEARCH | $300,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | OTHER PUBLIC CHARITY | RESEARCH | $300,000 | |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L STREET 7TH FLOOR | WASHINGTON | DC | 20005 | OTHER PUBLIC CHARITY | RESEARCH | $400,000 | |
| CENTER FOR ENVIRONMENTAL ACCOUNTABILITY | |||||||
| 801 17TH STREET SUITE 350 | WASHINGTON | DC | 20006 | OTHER PUBLIC CHARITY | RESEARCH | $500,000 | |
| TAX FOUNDATION | |||||||
| 1325 G STREET NW SUITE 950 | WASHINGTON | DC | 20005 | OTHER PUBLIC CHARITY | RESEARCH | $500,000 | |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | |||||||
| 15275 COLLIER BLVD SUITE 201-279 | NAPLES | FL | 34119 | OTHER PUBLIC CHARITY | RESEARCH | $800,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | OTHER PUBLIC CHARITY | RESEARCH | $1,000,000 | |
| STATE POLICY NETWORK | |||||||
| 1655 NORTH FORT MYER DRIVE SUITE 36 | ARLINGTON | VA | 22209 | OTHER PUBLIC CHARITY | RESEARCH | $1,312,000 | |
| FLOW THROUGH CONTRIBUTIONS FROM KTC HEDGE PRODUCTS LLC | |||||||
| 111 N FAIRCHILD ST SUITE 300 | MADISON | WI | 53701 | OTHER PUBLIC CHARITY | THE UNRESTRICTED USE OF THE CHARITY | $457 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,997,457 | 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 | $1,534,743 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $527,195 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,078 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,331,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$220,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$220,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,980 | Amt |
| Net Investment Income | $1,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 3 ENTRYWAY CHAIRS | 2006-10-13 | $712 | $712 | SL | 7.000000000000 | $0 | $0 |
| COUCH | 2006-08-15 | $1,397 | $1,397 | SL | 7.000000000000 | $0 | $0 |
| LOBBY DISPLAY | 2006-10-17 | $3,627 | $3,627 | SL | 7.000000000000 | $0 | $0 |
| 8 ZODY TASK CHAIRS | 2006-11-10 | $3,736 | $3,736 | SL | 7.000000000000 | $0 | $0 |
| 2 SMALL FILE CABINETS 1814M | 2006-10-26 | $308 | $308 | SL | 7.000000000000 | $0 | $0 |
| 2 SMALL FILE CABINETS 1813M | 2006-10-26 | $321 | $321 | SL | 7.000000000000 | $0 | $0 |
| FULL BOOKCASE | 2006-11-06 | $1,208 | $1,208 | SL | 7.000000000000 | $0 | $0 |
| TABLE 36" | 2006-11-06 | $1,227 | $1,227 | SL | 7.000000000000 | $0 | $0 |
| TABLE 42" | 2006-11-06 | $1,440 | $1,440 | SL | 7.000000000000 | $0 | $0 |
| CREDENZA | 2006-11-06 | $2,074 | $2,074 | SL | 7.000000000000 | $0 | $0 |
| OFS DESK | 2006-11-06 | $3,254 | $3,254 | SL | 7.000000000000 | $0 | $0 |
| 4 LAT FILE/BOOKCASE | 2006-11-06 | $7,522 | $7,522 | SL | 7.000000000000 | $0 | $0 |
| 6 OFS DESKS | 2006-11-06 | $18,541 | $18,541 | SL | 7.000000000000 | $0 | $0 |
| 3 LARGE FILE CABINETS | 2006-11-06 | $1,662 | $1,662 | SL | 7.000000000000 | $0 | $0 |
| 11 SIDE CHAIRS (BINGO) | 2006-12-14 | $2,756 | $2,756 | SL | 7.000000000000 | $0 | $0 |
| 2 LEATHER CHAIRS | 2006-09-02 | $628 | $628 | SL | 7.000000000000 | $0 | $0 |
| HP NETWORK SWITCH | 2006-10-30 | $500 | $500 | SL | 5.000000000000 | $0 | $0 |
| HP COLOR PRINTER | 2006-10-30 | $699 | $699 | SL | 5.000000000000 | $0 | $0 |
| COPY MACHINE | 2006-09-18 | $1,528 | $1,528 | SL | 5.000000000000 | $0 | $0 |
| 1 DESK, 3 LATERAL FILES/BOOKSHELF | 2007-03-14 | $8,095 | $8,095 | SL | 7.000000000000 | $0 | $0 |
| 6 ZODY TASK CHAIRS | 2007-04-13 | $2,765 | $2,765 | SL | 7.000000000000 | $0 | $0 |
| 1 DESKS, 2 LATERAL FILES | 2007-05-14 | $4,682 | $4,682 | SL | 7.000000000000 | $0 | $0 |
| CHICAGO SHELVING BOOKCASE | 2007-03-29 | $1,797 | $1,797 | SL | 7.000000000000 | $0 | $0 |
| 1 BOOKCASE, 2 ORGANIZERS | 2008-04-02 | $2,408 | $2,408 | SL | 7.000000000000 | $0 | $0 |
| 5 DELL COMPUTERS | 2010-06-07 | $3,895 | $3,895 | SL | 5.000000000000 | $0 | $0 |
| WINDOWS 7 PROFESSIONAL SOFTWARE | 2010-06-07 | $636 | $636 | SL | 3.000000000000 | $0 | $0 |
| IPAD - MDS | 2010-08-01 | $629 | $629 | SL | 5.000000000000 | $0 | $0 |
| IPAD - SM/JP | 2010-08-01 | $1,258 | $1,258 | SL | 5.000000000000 | $0 | $0 |
| IPAD - SH | 2010-04-30 | $629 | $629 | SL | 5.000000000000 | $0 | $0 |
| 4 DRAWER LATERAL FILE | 2011-06-15 | $936 | $936 | SL | 7.000000000000 | $0 | $0 |
| MICROEDGE GIFTS | 2011-02-17 | $10,750 | $10,750 | SL | 3.000000000000 | $0 | $0 |
| IPAD - RT | 2012-08-27 | $778 | $778 | SL | 5.000000000000 | $0 | $0 |
| 3 CHAIRS | 2012-04-02 | $5,670 | $5,670 | SL | 7.000000000000 | $0 | $0 |
| 21 CHAIRS | 2012-04-27 | $13,968 | $13,965 | SL | 7.000000000000 | $0 | $0 |
| SOFABED | 2012-04-27 | $796 | $796 | SL | 7.000000000000 | $0 | $0 |
| WARDROBE & LOUNGE CHAIR | 2012-05-29 | $1,117 | $1,117 | SL | 7.000000000000 | $0 | $0 |
| ARMOIRE | 2012-05-29 | $2,700 | $2,700 | SL | 7.000000000000 | $0 | $0 |
| COCKTAIL TABLE AND BARSTOOLS | 2012-05-29 | $3,147 | $3,147 | SL | 7.000000000000 | $0 | $0 |
| TASK CHAIRS | 2012-06-21 | $3,543 | $3,543 | SL | 7.000000000000 | $0 | $0 |
| FOOTSTOOL | 2012-07-03 | $494 | $494 | SL | 7.000000000000 | $0 | $0 |
| 2 OFFICE CHAIRS | 2012-09-18 | $2,635 | $2,632 | SL | 7.000000000000 | $0 | $0 |
| BAR CART | 2012-12-21 | $1,681 | $1,681 | SL | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2012-12-21 | $2,738 | $2,738 | SL | 7.000000000000 | $0 | $0 |
| MAC BOOK AIR | 2013-10-28 | $1,428 | $1,428 | SL | 5.000000000000 | $0 | $0 |
| PCM SAMSUNG TABLET | 2013-10-28 | $1,689 | $1,689 | SL | 5.000000000000 | $0 | $0 |
| IPAD - GA | 2013-11-18 | $854 | $854 | SL | 5.000000000000 | $0 | $0 |
| IPAD - CM AND KD | 2013-11-18 | $1,624 | $1,624 | SL | 5.000000000000 | $0 | $0 |
| EPSON PROJECTOR | 2013-11-18 | $997 | $997 | SL | 5.000000000000 | $0 | $0 |
| IPAD - EOM | 2013-12-31 | $871 | $871 | SL | 5.000000000000 | $0 | $0 |
| IPAD - COMPANY | 2014-07-28 | $613 | $613 | SL | 5.000000000000 | $0 | $0 |
| LENOVA LAPTOP | 2014-10-31 | $846 | $846 | SL | 5.000000000000 | $0 | $0 |
| FIREWALL | 2014-12-01 | $817 | $817 | SL | 3.000000000000 | $0 | $0 |
| 8 ZODY TASK CHAIRS | 2015-12-24 | $6,979 | $6,979 | SL | 7.000000000000 | $0 | $0 |
| DELL LAPTOP | 2015-04-07 | $523 | $523 | SL | 5.000000000000 | $0 | $0 |
| ERESOURCES PC | 2016-03-16 | $5,731 | $5,731 | SL | 5.000000000000 | $0 | $0 |
| APPLE LAPTOP | 2021-12-20 | $3,725 | $745 | SL | 5.000000000000 | $745 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINSHIP FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 NORTH FAIRCHILD STREET SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-07-20 | GrantDt |
| Grant | $120,000 | GrantAmt |
| Purpose Of Grant | THE PURPOSE OF THIS DISTRIBUTION WAS TO PROVIDE OPERATING FUNDING TO ENABLE KINSHIP TO BETTER CARRY ON ITS OWN CHARITABLE ACTIVITIES AND PROVIDE ADMINISTRATIVE SUPPORT TO OTHER SECTION 501(C)(3) ORGANIZATIONS. | PurposeOfGrantTxt |
| Expended By Grantee | $120,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO PART OF THE GRANT WAS USED OTHER THAN FOR ITS INTENDED PURPOSE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | REPORT DATED OCTOBER 30, 2024 WAS RECEIVED FROM THE GRANTEE OCTOBER 31, 2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR NEED NOT CONDUCT ANY INDEPENDENT VERIFICATION OF SUCH REPORTS UNLESS IT HAS REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. 53.4945-5(C)(1). | ResultsOfVerificationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,706,884 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,677,121 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVENT INTL GPE V LP | AT COST | $605,911 | $44,398 |
| ADVISORS | AT COST | $1,562,794 | $467,413 |
| ADVISORS IV | AT COST | $11,576,891 | $708,001 |
| APACHE OFFSHORE | AT COST | $12,147 | $10,301 |
| BENCHMARK CAPITAL PARTNERS V | AT COST | $559,539 | $172,273 |
| CHARLES SCHWAB - 457 PLAN | AT COST | $234,294 | $234,294 |
| FOUNDATION CAPITAL V LP | AT COST | $188,475 | $396,528 |
| HOLDEN VENTURES III D | AT COST | $633,725 | $633,725 |
| KTC FLIP LLC | AT COST | $291,635 | $47,936 |
| KTC HEDGE PRODUCTS, LLC | AT COST | $11,259,577 | $9,556,409 |
| PROSPECT VENTURE PARTNERS III | AT COST | $193,731 | $23,779 |
| RHO VENTURES V | AT COST | $121,955 | $24,282 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (56 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 3 ENTRYWAY CHAIRS | $712 | $712 | $0 |
| COUCH | $1,397 | $1,397 | $0 |
| LOBBY DISPLAY | $3,627 | $3,627 | $0 |
| 8 ZODY TASK CHAIRS | $3,736 | $3,736 | $0 |
| 2 SMALL FILE CABINETS 1814M | $308 | $308 | $0 |
| 2 SMALL FILE CABINETS 1813M | $321 | $321 | $0 |
| FULL BOOKCASE | $1,208 | $1,208 | $0 |
| TABLE 36" | $1,227 | $1,227 | $0 |
| TABLE 42" | $1,440 | $1,440 | $0 |
| CREDENZA | $2,074 | $2,074 | $0 |
| OFS DESK | $3,254 | $3,254 | $0 |
| 4 LAT FILE/BOOKCASE | $7,522 | $7,522 | $0 |
| 6 OFS DESKS | $18,541 | $18,541 | $0 |
| 3 LARGE FILE CABINETS | $1,662 | $1,662 | $0 |
| 11 SIDE CHAIRS (BINGO) | $2,756 | $2,756 | $0 |
| 2 LEATHER CHAIRS | $628 | $628 | $0 |
| HP NETWORK SWITCH | $500 | $500 | $0 |
| HP COLOR PRINTER | $699 | $699 | $0 |
| COPY MACHINE | $1,528 | $1,528 | $0 |
| 1 DESK, 3 LATERAL FILES/BOOKSHELF | $8,095 | $8,095 | $0 |
| 6 ZODY TASK CHAIRS | $2,765 | $2,765 | $0 |
| 1 DESKS, 2 LATERAL FILES | $4,682 | $4,682 | $0 |
| CHICAGO SHELVING BOOKCASE | $1,797 | $1,797 | $0 |
| 1 BOOKCASE, 2 ORGANIZERS | $2,408 | $2,408 | $0 |
| 5 DELL COMPUTERS | $3,895 | $3,895 | $0 |
| WINDOWS 7 PROFESSIONAL SOFTWARE | $636 | $636 | $0 |
| IPAD - MDS | $629 | $629 | $0 |
| IPAD - SM/JP | $1,258 | $1,258 | $0 |
| IPAD - SH | $629 | $629 | $0 |
| 4 DRAWER LATERAL FILE | $936 | $936 | $0 |
| MICROEDGE GIFTS | $10,750 | $10,750 | $0 |
| IPAD - RT | $778 | $778 | $0 |
| 3 CHAIRS | $5,670 | $5,670 | $0 |
| 21 CHAIRS | $13,968 | $13,965 | $3 |
| SOFABED | $796 | $796 | $0 |
| WARDROBE & LOUNGE CHAIR | $1,117 | $1,117 | $0 |
| ARMOIRE | $2,700 | $2,700 | $0 |
| COCKTAIL TABLE AND BARSTOOLS | $3,147 | $3,147 | $0 |
| TASK CHAIRS | $3,543 | $3,543 | $0 |
| FOOTSTOOL | $494 | $494 | $0 |
| 2 OFFICE CHAIRS | $2,635 | $2,632 | $3 |
| BAR CART | $1,681 | $1,681 | $0 |
| CONFERENCE TABLE | $2,738 | $2,738 | $0 |
| MAC BOOK AIR | $1,428 | $1,428 | $0 |
| PCM SAMSUNG TABLET | $1,689 | $1,689 | $0 |
| IPAD - GA | $854 | $854 | $0 |
| IPAD - CM AND KD | $1,624 | $1,624 | $0 |
| EPSON PROJECTOR | $997 | $997 | $0 |
| IPAD - EOM | $871 | $871 | $0 |
| IPAD - COMPANY | $613 | $613 | $0 |
| LENOVA LAPTOP | $846 | $846 | $0 |
| FIREWALL | $817 | $817 | $0 |
| 8 ZODY TASK CHAIRS | $6,979 | $6,979 | $0 |
| DELL LAPTOP | $523 | $523 | $0 |
| ERESOURCES PC | $5,731 | $5,731 | $0 |
| APPLE LAPTOP | $3,725 | $1,490 | $2,235 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTIONS RECEIVABLE | $182,828 | $94,936 | $94,936 |
| SECURITY DEPOSITS | $78,895 | $78,895 | $78,895 |
| ACCRUED INTEREST RECEIVABLE | $2,776 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (29 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PORTFOLIO DEDUCTIONS VIA KTC HEDGE PRODUCTS | $94 | $94 | $0 |
| OTHER DEDUCTIONS VIA ADVENT INT'L GPE V | $755 | $755 | $0 |
| OTHER DEDUCTIONS VIA ADVISORS IV | $1,906 | $1,906 | $0 |
| OTHER DEDUCTIONS VIA BENCHMARK CAP V | $427 | $427 | $0 |
| OTHER DEDUCTIONS VIA FOUNDATION CAP V | $185 | $185 | $0 |
| OTHER DEDUCTIONS VIA HOLDEN VENTURES III D | $1,619 | $1,619 | $0 |
| OTHER DEDUCTIONS VIA KTC FLIP | $209 | $209 | $0 |
| OTHER DEDUCTIONS VIA KTC HEDGE PRODUCTS | $193,406 | $193,406 | $0 |
| OTHER DEDUCTIONS VIA KTC STRATEGIC OPPS | $4,483 | $4,483 | $0 |
| OTHER DEDUCTIONS VIA PROSPECT VENTURE III | $530 | $530 | $0 |
| OTHER DEDUCTIONS VIA RHO VENTURES V | $572 | $572 | $0 |
| OTHER DEDUCTIONS VIA SCF-VI | $329 | $329 | $0 |
| SEC 59 E (2) EXPENDITURES VIA APACHE OFFSHORE | $8 | $8 | $0 |
| SEC 59 E (2) EXPENDITURES VIA KTC HEDGE PRODUCTS | $6,218 | $6,218 | $0 |
| SECTION 179 DEDUCTION VIA ADVISORS | $4,777 | $4,777 | $0 |
| NON-DEDUCTIBLE EXPENSE VIA ADVISORS | $2,470 | $0 | $0 |
| NON-DEDUCTIBLE EXPENSE VIA KTC HEDGE PRODUCTS | $393 | $0 | $0 |
| BANK FEES | $7,213 | $7,213 | $0 |
| FILING FEES | $15 | $0 | $15 |
| PROPERTY & LIABILITY INSURANCE | $1,018 | $0 | $1,018 |
| PAYROLL FEES | $10,045 | $0 | $10,045 |
| POSTAGE/SUPPLIES/SHIPPING | $6,662 | $0 | $6,662 |
| CONSULTING | $108,344 | $0 | $108,344 |
| TAX PENALTIES | $650 | $0 | $0 |
| COMPUTERS & TECHNOLOGY | $12,290 | $0 | $12,290 |
| TELEPHONE | $8,685 | $0 | $8,685 |
| MEALS & ENTERTAINMENT | $32,669 | $0 | $32,669 |
| MISCELLANEOUS DEDUCTIONS | $993 | $0 | $993 |
| UNREALIZED GAIN | -$10,235 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FLOW THROUGH ORDINARY INCOME FROM ADVISORS | $33,127 | $33,127 | $33,127 |
| FLOW THROUGH ORDINARY INCOME FROM APACHE OFFSHORE | $179 | $179 | $179 |
| FLOW THROUGH ORDINARY INCOME FROM KTC FLIP | $229 | $229 | $229 |
| FLOW THROUGH ORDINARY INCOME FROM KTC HEDGE PRODUCTS | $7,823 | $7,823 | $7,823 |
| FLOW THROUGH OTHER PORTFOLIO INCOME FROM KTC HEDGE PRODUCTS | $26,816 | $26,816 | $26,816 |
| FLOW THROUGH OTHER PORTFOLIO INCOME FROM KTC STRATEGIC OPPS | $3,396 | $3,396 | $3,396 |
| FLOW THROUGH OTHER INCOME FROM ADVENT INT'L GPE V | $521 | $521 | $521 |
| FLOW THROUGH OTHER INCOME FROM KTC HEDGE PRODUCTS | -$13,374 | -$13,374 | -$13,374 |
| FLOW THROUGH OTHER INCOME FROM KTC STRATEGIC OPPS | $43 | $43 | $43 |
| FLOW THROUGH OTHER INCOME FROM PROSPECT VENTURE III | $5 | $5 | $5 |
| FLOW THROUGH TAX EXEMPT OTHER INCOME FROM KTC HEDGE PRODUCTS | $347 | $0 | $347 |
| STATE TAX REFUND | $384 | $0 | $384 |
| UBTI ADJUSTMENT | -$4,219 | ||
| OTHER MISCELLANEOUS INCOME | $8,600 | $8,600 | $8,600 |
| UNEMPLOYMENT COMPENSATION REFUND | $900 | $0 | $900 |
| FLOW THROUGH FROM ADVISORS | -$3,229 | -$3,229 | -$3,229 |
| FLOW THROUGH FROM ADVISORS IV | -$33 | -$33 | -$33 |
| FLOW THROUGH FROM KTC HEDGE FUND PRODUCTS | -$16,656 | -$16,656 | -$16,656 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLEAN UP OF PRIOR YEAR BALANCE SHEET ACCOUNTS | Desc |
| Amt | $1,198,955 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION LIABILITY | $203,535 | $234,295 |
| DEFERRED BONUS LIABILITY | $0 | $157,761 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $54,454 | $0 | $0 |
| FEDERAL TAXES | $250,000 | $0 | $0 |
| FOREIGN TAXES VIA KTC HEDGE PRODUCTS | $5,824 | $5,824 | $0 |
| FOREIGN TAXES VIA KTC STRATEGIC OPPS | $4,294 | $4,294 | $0 |
Comments