BETA

SPROCKET FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SPROCKET FOUNDATION (EIN 77-0669399)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349102593
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T10:17:35-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11570 FRUITVILLE PIKE SUITE 400AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770669399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SPROCKET FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSPROBusinessNameControlTxt
Phone2152978875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 190AddressLine1Txt
CityNEW HOPECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18938ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL MCDONNELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2152978875PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRI N BOGDA CPAPreparerPersonNm
PTINP00760402PTIN
Phone7177404863PhoneNum
Preparation2024-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,079,958FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$133,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$421,465DividendsRevAndExpnssAmt
Dividends Net Invst Incm$421,465DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$215,438NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,996,766GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$339,044TotalRevAndExpnssAmt
Total Net Invst Incm$421,482TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,265AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,133AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,132AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$258,439OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$102,614OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$155,825OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,354TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25,354TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,532OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$49,263OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$254OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$343,590TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$182,364TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$161,211TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,020,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,020,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,363,590TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$182,364TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,181,211TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,024,546ExcessRevenueOverExpensesAmt
Net Investment Income$239,118NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$261,312CashBOYAmt
Cash EOY$152,985CashEOYAmt
Cash EOYFMV$152,985CashEOYFMVAmt
Sav And Temp Cash Invst BOY$293,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$322,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$322,700SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$806,165USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,058,442USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,016,168USGovtObligationsEOYFMVAmt
Corporate Stock BOY$9,965,168CorporateStockBOYAmt
Corporate Stock EOY$7,832,509CorporateStockEOYAmt
Corporate Stock EOYFMV$11,119,415CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,865,387CorporateBondsBOYAmt
Corporate Bonds EOY$2,906,667CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,801,149CorporateBondsEOYFMVAmt
Mortgage Loans BOY$1,037,699MortgageLoansBOYAmt
Mortgage Loans EOY$1,250,843MortgageLoansEOYAmt
Mortgage Loans EOYFMV$938,122MortgageLoansEOYFMVAmt
Other Investments BOY$7,477,476OtherInvestmentsBOYAmt
Other Investments EOY$6,976,984OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,729,419OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,706,294TotalAssetsBOYAmt
Total Assets EOY$20,501,130TotalAssetsEOYAmt
Total Assets EOYFMV$23,079,958TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$21,398,062CapitalStockBOYAmt
Capital Stock EOY$21,217,444CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,308,232RetainedEarningBOYAmt
Retained Earning EOY-$716,314RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,706,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,501,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,706,294TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,501,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,706,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,024,546ExcessRevenueOverExpensesAmt
Other Increases$24,382OtherIncreasesAmt
Subtotal$20,706,130SubtotalAmt
Other Decreases$205,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,501,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - LONG TERM$2,683,050$2,677,662$5,388$5,388
PUBLICLY TRADED SECURITIES - SHORT TERM$3,312,830$3,534,473-$221,643-$221,643
K-1 CAPITAL LOSSES$69-$69-$69
CAPITAL GAINS DIVIDENDS$886$886$886P
FieldValueIRS element (for citing)
Capital Gain Net Income-$215,438CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,324InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,324SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$39,711EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$39,711TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$36,387OverpaymentAmt
Applied To ES Tax$36,387AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBAKER TILLY ADVISORY GROUP LPIndividualWithBooksNm
Phone2159720701PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET ST SUITE 4500AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN MCDONNELL
PO BOX 70FRENCHTOWNNJ08825TRUSTEE4.00$0$0$0
JILL MCDONNELL
PO BOX 70FRENCHTOWNNJ08825TRUSTEE4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RYE YOUNG
461 CLASSON AVE APT 1BROOKLYNNY11238CONSULTING$145,596
HALL CAPITAL PARTNERS
850 THIRD AVENUE 19TH FLOORNEW YORKNY10022INVESTMENT ADVISORS$102,614
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,173,187AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$604,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,537,443FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,315,360TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,315,360AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$349,730CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,965,630NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,148,282MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,148,282MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,324TaxBasedOnInvestmentIncomeAmt
Total Tax$3,324TotalTaxAmt
Distributable Before Adj$1,144,958DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,144,958DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,144,958DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,181,211ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,181,211QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,144,958DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$522,159ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$522,159TotalExcessDistributionCyovAmt
Qualifying Distributions$2,181,211QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,144,958AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,036,253RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,558,412TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,558,412ExcessDistriCyovToNextYrAmt
Excess From Year1$522,159ExcessFromYear1Amt
Excess From Current Year$1,036,253ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN MCDONNELLContributingManagerNm
Contributing ManagerJILL MCDONNELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMISTAD LAW PROJECT
PO BOX 9148PHILADELPHIAPA19139N/APCUNRESTRICTED CHARITABLE GRANT$50,000
ASTRAEA FOUNDATION
116 EAST 16TH STREET 7TH FLOORNEW YORKNY10003N/APCUNRESTRICTED CHARITABLE GRANT$50,000
BOREALIS PHILANTHROPY
126 N 3RD STREET SUITE 500MINNEAPOLISMN55401N/APCUNRESTRICTED CHARITABLE GRANT$275,000
BREAD & ROSES
100 S BROAD ST 1600PHILADELPHIAPA19110N/APCUNRESTRICTED CHARITABLE GRANT$85,000
CLEAN AIR COALITION OF WESTERN NEW YORK
371 DELAWARE AVEBUFFALONY14202N/APCUNRESTRICTED CHARITABLE GRANT$30,000
COLLECTIVE ACTION FOR SAFE PLACE
455 MASSACE PMB346WASHINGTONDC20005N/APCUNRESTRICTED CHARITABLE GRANT$30,000
COMMON COUNSEL FOUNDATION
1624 FRANKLIN ST 1022OAKLANDCA94612N/APCUNRESTRICTED CHARITABLE GRANT$165,000
DEFENDING RIGHTS AND DISSENT
1325 G ST NW SUITE 500WASHINGTONDC20005N/APCUNRESTRICTED CHARITABLE GRANT$60,000
FAITH FOR JUSTICE
2142 VICTOR STREETSAINT LOUISMO63104N/APCUNRESTRICTED CHARITABLE GRANT$55,000
FAMILIES FOR JUSTICE HEALING
100 R WARRENS STREETROXBORYMA02119N/APCUNRESTRICTED CHARITABLE GRANT$70,000
GREATER BIRMINGHAM MINISTRIES
2304 12TH AVE NORTHBIRMINGHAMAL35234N/APCUNRESTRICTED CHARITABLE GRANT$25,000
GROUNDSWELL FUND
540 PRESIDENT STREET SUITE 1ABROOKLYNNY11215N/APCUNRESTRICTED CHARITABLE GRANT$110,000
MAINE INITIATIVES
56 NORTH ST SUITE 100PORTLANDME04101N/APCUNRESTRICTED CHARITABLE GRANT$35,000
MANO AMIGA
5600 MEMORIAL AVENUE NORTHOAK PARK HEIGHTSMN55082N/APCUNRESTRICTED CHARITABLE GRANT$55,000
MOVEMENT ALLIANCE PROJECT
924 CHERRY ST FL 5PHILADELPHIAPA19107N/APCUNRESTRICTED CHARITABLE GRANT$55,000
MUSLIM JUSTICE LEAGUE
C/O WEWORK 711 ATLANTIC AVENUEBOSTONMA02111N/APCUNRESTRICTED CHARITABLE GRANT$40,000
ORGANIZING BLACK INC
3035 ARUNAH AVENUEBALTIMOREMD21216N/APCUNRESTRICTED CHARITABLE GRANT$40,000
PILLARS OF THE COMMUNITY
6443 IMPERIAL AVENUESAN DIEGOCA92114N/APCUNRESTRICTED CHARITABLE GRANT$50,000
PROTEUS FUND
15 RESEARCH DRIVE SUITE BAMHERSTMA01002N/APCUNRESTRICTED CHARITABLE GRANT$235,000
RAHAM INC
277 GRATIOT AVENUE SUITE A1629DETROITMI48226N/APCUNRESTRICTED CHARITABLE GRANT$35,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23532 CALABASAS RD STE ACALABASASCA913021333N/APCUNRESTRICTED CHARITABLE GRANT$155,000
TEXAS JAIL PROJECT
13121 LOUETTA ROAD 1330CYPRESSTX77429N/APCUNRESTRICTED CHARITABLE GRANT$40,000
THE PRAXIS PROJECT INC
1900 FRUITVALE VENUE NO 3DOAKLANDCA94601N/APCUNRESTRICTED CHARITABLE GRANT$100,000
TIDES FOUNDATION
55 EXCHANGE PI 402NEW YORKNY10004N/APCUNRESTRICTED CHARITABLE GRANT$100,000
TRANS QUEER PUEBLO
1726 E ROOSEVELT STREETPHOENIXAZ85006N/APCUNRESTRICTED CHARITABLE GRANT$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,020,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$421,465ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$215,438ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,044ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,044TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN AND JILL MCDONNELLBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70AddressLine1Txt
CityFRENCHTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08825ZIPCd
FieldValueIRS element (for citing)
Total Contributions$133,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,265Amt
Net Investment Income$5,133NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,132DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - MUTUAL FUNDS$1,783,584$1,667,175
GOLDMAN SACHS$1,123,083$1,133,974

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAPERIO - MUTUAL FUNDSStockNm
EOY Book Value$7,832,509EOYBookValueAmt
EOYFMV$11,119,415EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,058,442USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,016,168USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
APERIO - REITAT COST$123,521$158,517
GENERATION IM ASIA FUNDAT COST$1,333,000$1,090,373
GENERATION IMM FUND PLCAT COST$3,000,000$2,872,590
HCP FULL CONSEQUENCE INVESTING FUND III, LPAT COST$571,794$591,786
INHERENT ESG OPPORTUNITY OFFSHORE FEEDER, LTDAT COST$321,052$201,263
CLIMATE ADAPTIVE INFRASTRUCTURE FUNDAT COST$435,071$551,004
YUBA II FUNDAT COST$129,912$129,912
GS SHORT-TERM CONSERVATIVE INCOME FUNDAT COST$1,062,634$1,133,974

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$205,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$14$0$14
POSTAGE$240$0$240
K-1 ACTIVITY$49,278$49,263$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBROKER ADJUSTMENTS TO BASISDesc
Amt$24,382Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$155,825$0$155,825
ADVISOR FEES$102,614$102,614$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$25,354Amt
Net Investment Income$25,354NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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