FRED MAYTAG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRED MAYTAG FAMILY FOUNDATION (EIN 42-1444870)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349102128
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:55:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | 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 | 421444870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED MAYTAG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 4156733733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA DAMIR | PersonNm |
| Person Title | FOUNDATION ADMIN | PersonTitleTxt |
| Phone | 4156733733 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2099556100 | 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 | $51,349,198 | 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 |
| Dividends Rev And Expnss | $771,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $771,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $941,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,900,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,159,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $435 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,713,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,931,533 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,702 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,027 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $676 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,203 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $801 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,402 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $141,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,676 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $57,027 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $57,027 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,873 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $937 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $937 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $283,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,462,332 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,266,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,745,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,327,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,031,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,786,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,551 | CashBOYAmt |
| Cash EOY | $128,592 | CashEOYAmt |
| Cash EOYFMV | $128,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $351,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $531,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $531,873 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $50,130,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,688,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,688,733 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $50,693,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,349,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,349,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,693,478 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,349,198 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,693,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,349,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,693,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,349,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,693,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,031,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,687,655 | OtherIncreasesAmt |
| Subtotal | $51,349,198 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,349,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,900,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $740,306 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,159,694 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,159,694 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,159,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,827 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,827 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,700 | 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 | $66,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,873 | OverpaymentAmt |
| Applied To ES Tax | $41,873 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIA DAMIR | IndividualWithBooksNm |
| Phone | 4156733733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH P MAYTAG | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERICK L MAYTAG III | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIA DAMIR | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | FOUNDATION ADMINISTRATOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 CALIFORNIA STREET SUITE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $141,676 | 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 | $48,911,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $602,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,514,371 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,514,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $742,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,771,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,438,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,438,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,827 | TotalTaxAmt |
| Distributable Before Adj | $2,413,756 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,413,756 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,413,756 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,327,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,327,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,413,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,225,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,405,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,697,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,695,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $698,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,722,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,327,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,413,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,913,619 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,635,996 | 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 | $4,225,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,410,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,405,680 | ExcessFromYear4Amt |
| Excess From Year3 | $1,697,150 | ExcessFromYear3Amt |
| Excess From Year2 | $5,695,180 | ExcessFromYear2Amt |
| Excess From Year1 | $698,458 | ExcessFromYear1Amt |
| Excess From Current Year | $7,913,619 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FMFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO ST 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156733733 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSAL FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED MARCH 1ST AND SEPTEMBER 1ST, | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO NEWTON AND CENTRAL IOWA ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF GREATER DES MOINES | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | PC | ESTABLISHMENT OF A CHARITABLE FUND THE FRED MAYTAG FAMILY FUND | $4,999,962 | |
| UNITY POINT HEALTH FOUNDATION | |||||||
| 1415 WOODLAND AVENUE SUITE E-200 | DES MOINES | IA | 50309 | PC | TO SUPPORT THE CRITICAL CARE UNIT SOCIAL WORKER PROGRAM AT IOWA METHODIST MEDICAL CENTER | $987,311 | |
| THE NATURE CONSERVANCY IN IOWA | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | IOWA PROGRAMS AND STATE DIRECTORS INNOVATION FUND | $735,808 | |
| THE NATURE CONSERVANCY IN IOWA | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $135,000 | |
| SAVE THE REDWOOD LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | REDWOOD LAND FUND IN SUPPORT OF RUSSIAN RIVER REDWOODS | $502,632 | |
| SAVE THE REDWOOD LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $204,682 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | RENEWING INDIGENOUS ECONOMIES PROJECT | $306,972 | |
| FRIENDS OF CRAFT INC | |||||||
| 1392 W DITTEMORE ROAD | GOSPORT | IN | 47433 | PC | SUPPORT FOR RESEARCH AND SCIENCE EDUCATION MISSIONS | $197,997 | |
| FREE TO CHOOSE | |||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PC | GENERAL OPERATIONS | $179,058 | |
| THE NEW CRITERION | |||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $100,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $75,000 | |
| NEWTON SHOOTING SPORTS | |||||||
| 901 HIGHWAY S52 | N NEWTON | IA | 50208 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $73,000 | |
| DES MOINES METRO OPERA INC | |||||||
| 106 W BOSTON AVENUE | INDIANOLA | IA | 50125 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| GROUT MUSEUM DISTRICT | |||||||
| 503 SOUTH STREET | WATERLOO | IA | 50701 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 420 MADISON AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $60,000 | |
| ORCHARD PLACE | |||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | ROOF REPLACEMENT FOR PACE CENTER | $60,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| AMERICAN RED CROSS - IOWA REGION | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 6081 W VAN HORN TAVERN ROAD | COLUMBIA | MO | 75015 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| CENTRAL COLLEGE | |||||||
| 812 UNIVERSITY STREET CAMPUS BOX | PELLA | IA | 50219 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | 5200 |
| CERTELL | |||||||
| 2201 E 46TH STREET SUITE 302 | INDIANAPOLIS | IN | 46205 | PC | SUPPORT OF CERTELLS NEWEST INITIATIVE, HUNTINGTON JUNIOR COLLEGE | $50,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| HEARING HEALTH FOUNDATION | |||||||
| PO BOX 1397 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 NORTH GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| IOWA BARN FOUNDATION | |||||||
| 12916 WILDEN CIRCLE | URBANDALE | IA | 50323 | PC | HISTORIC RESTORATION OF IOWA BARNS | $50,000 | |
| MERCYONE NEWTON MEDICAL CENTER FOUNDATION | |||||||
| 175 HIGH STREET | NEWTON | NJ | 07860 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| NEWTON YMCA COMMUNITY CENTER | |||||||
| 1701 S 8TH AVENUE E | NEWTON | IA | 50208 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| PROPERTY & ENVIRONMENTAL RESEARCH CENTER | |||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $50,000 | |
| VNA HEALTH - PALLIATIVE CARE & HOSPICE | |||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $45,000 | |
| GREATER DES MOINES BOTANICAL GARDEN | |||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50309 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $45,000 | |
| PROVIDENCE ST MEL SCHOOL | |||||||
| 119 S CENTRAL PARK BOULEVARD | CHICAGO | IL | 60624 | PC | SCHOLARSHIP FUND | $45,000 | |
| CLEARVIEW RECOVERY | |||||||
| 501 N SHERMAN STREET | PRAIRIE CITY | IA | 50228 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $43,000 | |
| GILDER LEHRMAN INSTITUTE | |||||||
| 49 WEST 45TH STREET FLOOR 2 | NEW YORK | NY | 10036 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $40,440 | |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVENUE | DES MOINES | IA | 50312 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $40,000 | |
| BALLET DES MOINES | |||||||
| 655 WALNUT STREET SUITE 120 | WEST DES MOINES | IA | 50309 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $35,000 | |
| DARKSKY INTERNATIONAL | |||||||
| 5049 EAST BROADWAY BOULEVARD SUITE | TUCSON | AZ | 85711 | PC | GENERAL OPERATING SUPPORT | $35,000 | 105 |
| ETHICS AND PUBLIC POLICY CENTER INC | |||||||
| 1730 M STREET NW 910 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SCIENCE CENTER OF IOWA | |||||||
| 401 MARTIN LUTHER KING JR PARKWAY | DES MOINES | IA | 50309 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $35,000 | |
| CHILDREN & FAMILIES OF IOWA | |||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $30,000 | |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC AKA FIRE | |||||||
| 510 WALNUT STREET SUITE 900 | PHILADELPHIA | PA | 19106 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $30,000 | |
| IOWA LEGAL AID | |||||||
| 666 WALNUT STREET FLOOR 25 | DES MOINES | IA | 50309 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $30,000 | |
| IOWA YOUTH CHORUS | |||||||
| PO BOX 13366 | DES MOINES | IA | 50310 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $30,000 | |
| THE NEW ATLANTIS | |||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 20036 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | |
| AMANDA THE PANDA | |||||||
| 1000 73RD STREET SUITE 12 | WINDSOR HEIGHTS | IA | 50324 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | |
| CIVIC MUSIC ASSOCIATION | |||||||
| 900 KEOSAUQUA WAY SUITE 113 | DES MOINES | IA | 50309 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | 400 |
| LIVING HISTORY FARMS | |||||||
| 2600 111TH STREET | URBANDALE | IA | 50322 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | |
| MOMENTUM WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVENUE SUITE A | CHATSWORTH | CA | 91311 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MOSAIC | |||||||
| 4980 S 118TH STREET | OMAHA | NE | 68137 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | |
| PHOENIX ZOO | |||||||
| 455 N GALVIN PARKWAY | PHOENIX | AZ | 85008 | PC | ZOOREACH PROGRAM SUPPORT | $25,000 | |
| UNITED WAY - JASPER COUNTY | |||||||
| 312 FIRST AVENUE WEST | NEWTON | IA | 50208 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $25,000 | |
| VOX PRESS | |||||||
| PO BOX 2954 | OXFORD | MS | 38655 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $20,000 | |
| ARIZONA LAND & WATER TRUST | |||||||
| 2810 N ALVERNON WAY SUITE 600 | TUCSON | AZ | 85712 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $20,000 | |
| IOWA ARBORETUM | |||||||
| 1875 PEACH AVENUE | MADRID | IA | 50156 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| JASPER COUNTY HISTORICAL MUSEUM | |||||||
| 138 W LAMAR STREET | JASPER | TX | 75951 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $10,000 | |
| CHILDREN'S CANCER CENTER | |||||||
| 4901 W CYPRESS STREET | TAMPA | FL | 33607 | PC | CCC PROGRAM SUPPORT | $10,000 | |
| IOWA 4H FOUNDATION | |||||||
| EXTENSION 4-H YOUTH BUILDING 1259 | AMES | IA | 50011 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $10,000 | STANGE ROAD |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 60 SURFVIEW DRIVE | PALM COAST | FL | 32137 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEWTON COMMUNITY THEATER | |||||||
| PO BOX 96 | NEWTON | IA | 50208 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $10,000 | |
| IOWA SAR K9 FUND | |||||||
| 34838 MAFFITT LAKE ROAD | CUMMING | IA | 50061 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $7,704 | |
| CHILDSERVE FOUNDATION INC | |||||||
| POBOX 707 | JOHNSTON | IA | 50131 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $6,000 | |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $5,500 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | PC | 2023 GRANTS AWARDED - GENERAL SUPPORT | $5,000 | |
| VOX PRESS | |||||||
| PO BOX 2954 | OXFORD | MS | 38655 | PC | BLANKET DONATIONS MISSISSIPPI | $667 | |
| JASPER COUNTY CONCERT ASSOCIATION | |||||||
| PO BOX 1252 | NEWTON | IA | 50208 | PC | GENERAL OPERATING SUPPORT | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,266,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $941,283 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,713,557 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,713,557 | 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 FEES | CategoryTxt |
| Amt | $3,203 | Amt |
| Net Investment Income | $801 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,402 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTL STK MKT IND-SG | $17,526,899 | $17,526,899 |
| UNREALIZED GAINS | $33,161,834 | $33,161,834 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,702 | LegalFeesAmt |
| Net Investment Income | $2,027 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $676 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS LICENSE & FEE | $200 | $100 | $100 |
| BANK FEES | $100 | $50 | $50 |
| MISCELLANEOUS EXPENSES | $1,573 | $787 | $787 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $435 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $435 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $9,631,655 |
| PRIOR PERIOD ADJUSTMENTS | $56,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $141,676 | Amt |
| Net Investment Income | $141,676 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX EXPENSES | CategoryTxt |
| Amt | $76,679 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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