F B HERON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- F B HERON FOUNDATION (EIN 13-3647019)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-01-12
- IRS object ID
- 202320129349100122
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133647019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FB HERON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FBHE | BusinessNameControlTxt |
| Phone | 4752501020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 996 | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA K BEZERRA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4752501020 | PhoneNum |
| Signature | 2022-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANA | PersonFirstNm |
| Person Last | BEZERRA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2022-12-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $412,823,233 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,353,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,353,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,857,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,480,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,857,070 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,891 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,288,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,210,769 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $630,842 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $94,626 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $536,216 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,669,902 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $251,330 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,661,612 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $754,812 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $113,222 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $645,866 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,131 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,131 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $90,143 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,717,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,058,993 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $795,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $370,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,482 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $121 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,898 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $578,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $331,615 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $224,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,835,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,855,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,994,808 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,778,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,179,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,613,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,855,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,174,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,675,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,354,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,152,868 | CashBOYAmt |
| Cash EOY | $3,172,141 | CashEOYAmt |
| Cash EOYFMV | $3,172,141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,646,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,666,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,666,927 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $755,916 | AcctRcvblAmt |
| Acct Rcvbl BOY | $760,587 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $755,916 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $755,916 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $191,171 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $575,285 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $575,285 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $79,426,895 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $84,725,889 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $84,725,889 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $212,716,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $261,539,269 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $261,539,269 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,260,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,516,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,516,369 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $43,919,916 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,231,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,231,340 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,585,326 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,640,097 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,640,097 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $360,659,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $412,823,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $412,823,233 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $736,701 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $762,704 | AccountsPayableEOYAmt |
| Grants Payable BOY | $975,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $575,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,071,268 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,568,119 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,782,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,905,823 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $357,876,917 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $409,917,410 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $357,876,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $409,917,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $360,659,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $412,823,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $357,876,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,675,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,365,418 | OtherIncreasesAmt |
| Subtotal | $409,917,410 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $409,917,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $60,361,352 | $45,229,650 | $15,131,702 | $15,131,702 |
| OWNERSHIP CAPITAL | P | $1,670,532 | $1,670,532 | $1,670,532 | |
| BLACKROCK ETFS | P | $12,707,234 | $8,856,679 | $3,850,555 | $3,850,555 |
| URBAN AMERICA II | P | $68,728 | -$68,728 | -$68,728 | |
| YUCAIPA I | P | $174,014 | -$174,014 | -$174,014 | |
| CALIFORNIA SMART GROWTH | P | $103,524 | -$103,524 | -$103,524 | |
| YUCAIPA II | P | $101,586 | $101,586 | $101,586 | |
| HUNTINGTON III | P | $261,270 | $261,270 | $261,270 | |
| HUNTINGTON II | P | $183,554 | -$183,554 | -$183,554 | |
| DBL | P | $526,193 | $526,193 | $526,193 | |
| SJF III | P | $742,331 | $742,331 | $742,331 | |
| URBAN INNOVATION | P | $300,935 | $300,935 | $300,935 | |
| HUNTINGTON IV | P | $6,889 | -$6,889 | -$6,889 | |
| SJF II | P | $177,868 | $177,868 | $177,868 | |
| SJF IV | P | $630,807 | $630,807 | $630,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,857,070 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $366,334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $366,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $277,955 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $135,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $412,955 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,621 | OverpaymentAmt |
| Applied To ES Tax | $46,621 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HERON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4752501020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 996 | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | 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 | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE WADE | ||||||||
| C/O FB HERON FOUNDATION | NEW MILFORD | CT | 06776 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DANA K BEZERRA | ||||||||
| C/O FB HERON FOUNDATION | NEW MILFORD | CT | 06776 | PRESIDENT | 40.00 | $371,252 | $38,236 | $0 |
| NHADINE LEUNG | ||||||||
| C/O FB HERON FOUNDATION | NEW MILFORD | CT | 06776 | VICE PRESIDENT/TREASURER | 40.00 | $259,590 | $26,481 | $0 |
| BUZZ SCHMIDT | ||||||||
| C/O FB HERON FOUNDATION | NEW MILFORD | CT | 06776 | CHAIRMAN | 4.00 | $0 | $0 | $0 |
| WILLIAM MC CALPIN | ||||||||
| C/O FB HERON FOUNDATION | NEW MILFORD | CT | 06776 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| JOHN OTTERLEI | ||||||||
| C/O FB HERON FOUNDATION | NEW MILFORD | CT | 06776 | DIRECTOR | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRENDAN MAHER | ||||||||
| C/O FOUNDATION | NEW MILFORD | CT | 06776 | VP - INTEGRATED CAPI | 40.00 | $221,544 | $50,037 | $0 |
| BARBARA VANSCOY | ||||||||
| C/O FOUNDATION | NEW MILFORD | CT | 06776 | FIXED INCOME FELLOW | 40.00 | $204,000 | $47,591 | $0 |
| DONNA DANIELS | ||||||||
| C/O FOUNDATION | NEW MILFORD | CT | 06776 | VP - INTEGRATED CAPI | 40.00 | $205,625 | $36,398 | $0 |
| KELLY RYAN | ||||||||
| C/O FOUNDATION | NEW MILFORD | CT | 06776 | FELLOW | 40.00 | $204,000 | $35,396 | $0 |
| SHELLEY CURNOW | ||||||||
| C/O FOUNDATION | NEW MILFORD | CT | 06776 | DIRECTOR SYSTEMS | 40.00 | $142,800 | $47,850 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TILT INVESTMENT MANAGEMENT | |||||
| 2212 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | INVESTMENT CONSULTING | $450,000 |
| APERIO | |||||
| THREE HARBOR DRIVE | SAUSALITO | CA | 94965 | INVESTMENT ADVICE | $178,060 |
| INFOGRATE | |||||
| 35 ELM ROCK ROAD | BRONXVILLE | NY | 10708 | CONSULTING | $115,000 |
| BOSTON COMMON ASSET MANAGEMENT | |||||
| 200 STATE ST | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $112,643 |
| BIVIUM | |||||
| 601 MONTGOMERY STREET | SAN FRANCISCO | CA | 94111 | CONSULTING | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS THROUGH BOARD SERVICE, CONVENING CONFERENCES AND MEETINGS AND PROVIDING DIRECT TECHNICAL ASSISTANCE | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEW HAVEN BANK PRI DEPOSIT | Description1Txt |
| Expenses1 | $1,500,000 | Expenses1Amt |
| Description2 | URBAN INNOVATION FUND | Description2Txt |
| Expenses2 | $240,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $225,545 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,965,545 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,549,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,214,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,141,480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $375,905,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $375,905,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,638,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,266,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,513,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,513,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366,334 | TotalTaxAmt |
| Distributable Before Adj | $18,147,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,660,774 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,807,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,807,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,174,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,965,545 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,140,053 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,807,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,352,872 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,140,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,352,872 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,787,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $18,020,594 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FB HERON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 996 | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4752501020 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE REFER TO THE WEBSITE - WWW.HERON.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PER GUIDELINES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alex C Dove Foundation Inc | |||||||
| 928 Sussex Ct | Nekoosa | WI | 54457 | PC | General Support | $1,000 | |
| Alex C Dove Foundation Inc | |||||||
| 928 Sussex Ct | Nekoosa | WI | 54457 | PC | General Support | $1,000 | |
| Allied Media Projects | |||||||
| 4126 Third Avenue | Detroit | MI | 48201 | PC | Project-Based | $150,000 | |
| Amalgamated Charitable Foundation Inc | |||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | Project-Based | $150,000 | |
| Appalachian Community Fund Inc | |||||||
| 1405 E Magnolia Avenue | Knoxville | TN | 37917 | PC | General Support | $100,000 | |
| As You Sow | |||||||
| Main Post Office PO Box 751 | Berkeley | CA | 94701 | PC | General Support | $2,000 | |
| Assistance League of Minneapolis - St Paul | |||||||
| 6416 Penn Avenue S | Richfield | MN | 554231141 | PC | General Support | $500 | |
| Association For Glycogen Storage Diseaes | |||||||
| 1542 Flammang Dr PMB 1004 | Waterloo | IA | 50702 | PC | General Support | $2,000 | |
| Baton Rouge Sponsoring Committee | |||||||
| 2019 Government Street | Baton Rouge | LA | 70806 | PC | General Support | $25,000 | |
| Beth-El Center | |||||||
| 90 New Haven Ave | Milford | CT | 06460 | PC | General Support | $500 | |
| Big Brothers Big Sisters of Southwestern CT | |||||||
| 2470 Fairfield Ave | Bridgeport | CT | 06605 | PC | General Support | $1,000 | |
| Connecticut Community Foundation | |||||||
| 43 Field St | Waterbury | CT | 06702 | PC | General Support | $1,500 | |
| Borealis Philanthropy | |||||||
| PO Box 3295 | Minneapolis | MN | 55403 | PC | General Support | $150,000 | |
| Boys & Girls Village | |||||||
| 528 Wheelers Farms Rd | Milford | CT | 06461 | PC | General Support | $500 | |
| Bread and Roses Community Fund | |||||||
| 100 S Broad Street No 1600 | Philadelphia | PA | 19102 | PC | General Support | $150,000 | |
| California Forward | |||||||
| 127 University Ave | Berkeley | CA | 94710 | PC | Project-Based | $75,000 | |
| Calumet All Sports Booster Club | |||||||
| PO Box 295 | Calumet | MI | 49913 | PC | General Support | $100 | |
| Calumet Art Center | |||||||
| 57055 Fifth Street | Calumet | MI | 49913 | PC | General Support | $100 | |
| Calvert Impact Capital Inc | |||||||
| 7315 Wisconsin Ave Suite 1000W | Bethesda | MD | 20814 | PC | Project-Based | $75,000 | |
| Capital Impact Partners | |||||||
| 1400 Crystal Drive Suite 500 | Arlington | VA | 22202 | PC | Enterprise Capital | $1,500,000 | |
| Capital Impact Partners | |||||||
| 1400 Crystal Drive Suite 500 | Arlington | VA | 22202 | PC | Enterprise Capital | $2,000,000 | |
| CDP North America Inc | |||||||
| 127 West 26th Street Suite 300 | New York | NY | 10001 | PC | General Support | $2,000 | |
| Children's Center of New Milford Inc | |||||||
| 11 A Aspetuck Avenue | New Milford | CT | 06776 | PC | General Support | $1,500 | |
| Chinook Fund Inc | |||||||
| 1031 33rd Street Suite 237 | Denver | CO | 80205 | PC | General Support | $79,000 | |
| Church of the Resurrection | |||||||
| PO Box 206 | Little Switzerland | NC | 28749 | PC | General Support | $1,500 | |
| Church of the Resurrection | |||||||
| PO Box 206 | Little Switzerland | NC | 28749 | PC | General Support | $1,500 | |
| City Seed Inc | |||||||
| 817 Grand Avenue No 101 | New Haven | CT | 06511 | PC | General Support | $500 | |
| Coastal Enterprises Inc | |||||||
| 30 Federal Street | Brunswick | ME | 04011 | PC | Enterprise Capital | $50,000 | |
| Coastal Enterprises Inc | |||||||
| 30 Federal Street | Brunswick | ME | 04011 | PC | General Support | $150,000 | |
| College of Charleston Foundation | |||||||
| 66 George Street | Charleston | SC | 29424 | PC | Project-Based | $42,000 | |
| Committee Encouraging Corporate Philanthropy | |||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | PC | General Support | $150,000 | |
| Common Counsel Foundation | |||||||
| 1624 Franklin Street STE 1022 | Oakland | CA | 94612 | PC | General Support | $150,000 | |
| Community Culinary School of Northwestern Connecticut | |||||||
| 40 Main St | New Milford | CT | 06776 | PC | General Support | $1,500 | |
| Confluence Philanthropy | |||||||
| 54 W 40th St Ste 1129 | New York | NY | 10018 | PC | Membership | $7,500 | |
| Connecticut Voices for Children Inc | |||||||
| 33 Whitney Ave First Floor | New Haven | CT | 06510 | PC | General Support | $1,000 | |
| Connecticut Women's Education and Legal Fund Inc | |||||||
| 75 Charter Oak Avenue Suite 1-300 | Hartford | CT | 06106 | PC | General Support | $1,000 | |
| Copper Country Angel Mission | |||||||
| 119 5th St | Calumet | MI | 49918 | PC | General Support | $500 | |
| Crossroads Fund Inc | |||||||
| 3411 West Diversey 20 | Chicago | IL | 60647 | PC | General Support | $100,000 | |
| Cypress Hills Local Development Corporation Inc | |||||||
| 625 Jamaica Avenue | Brooklyn | NY | 11208 | PC | General Support | $800 | |
| Delbarton School | |||||||
| 230 Mendham Road | Morristown | NJ | 07960 | PC | General Support | $1,000 | |
| Diakonos Solutions Corporation | |||||||
| 423 Orchard Pass Ave | Ponte Vedra | FL | 32081 | PC | General Support | $3,000 | |
| Diakonos Solutions Corporation | |||||||
| 423 Orchard Pass Ave | Ponte Vedra | FL | 32081 | PC | General Support | $2,000 | |
| Diakonos Solutions Corporation | |||||||
| 423 Orchard Pass Ave | Ponte Vedra | FL | 32081 | PC | General Support | $3,500 | |
| Ecotrust | |||||||
| 721 NW 9th Avenue Suite 200 | Portland | OR | 97209 | PC | General Support | $25,000 | |
| Feed My Starving Children Inc | |||||||
| 401 93rd Avenue NW | Coon Rapids | MN | 55433 | PC | General Support | $2,500 | |
| Foundation for Louisiana | |||||||
| 4354 S Sherwood Forest Blvd Suite | Baton Rouge | LA | 70816 | PC | General Support | $150,000 | 200 |
| Fresno Economic Opportunities Commission | |||||||
| 1920 Mariposa Street Suite 300 | Fresno | CA | 93721 | PC | Project-Based | $100,000 | |
| Fresno Metropolitan Ministry | |||||||
| 3845 North Clark Street Suite 101 | Fresno | CA | 93726 | PC | General Support | $70,000 | |
| Friends of Brooklyn Collaborative Studies Inc | |||||||
| 610 Henry Street | Brooklyn | NY | 11231 | PC | General Support | $500 | |
| Friends of Morrill Homestead | |||||||
| PO Box 98 | Strafford | VT | 05072 | PC | General Support | $4,000 | |
| Frost Valley YMCA | |||||||
| 2000 Frost Valley Road | Claryville | NY | 12725 | PC | General Support | $2,000 | |
| Fund For Southern Communities Inc | |||||||
| 4153-C Flat Shoals PKWY 314 | Decatur | GA | 30034 | PC | General Support | $50,000 | |
| Girl Scouts of the USA | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | PC | General Support | $2,000 | |
| Global Impact Investing Network | |||||||
| One Battery Park Plaza 2nd Floor | New York | NY | 10004 | PC | Membership | $20,000 | |
| Good Child Development Center | |||||||
| 170 Old Point Road | Milford | CT | 06460 | PC | General Support | $500 | |
| Good Jobs First | |||||||
| 1380 Monroe St NW PMB 405 | Washington | DC | 20010 | PC | General Support | $50,000 | |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Auburn | ME | 04211 | PC | General Support | $95,000 | |
| Greater Minneapolis Crisis Nursery | |||||||
| 4544 4th Avenue South | Minneapolis | MN | 55419 | PC | General Support | $500 | |
| Groundswell Fund | |||||||
| 548 Market Street 49734 | San Francisco | CA | 94104 | PC | General Support | $150,000 | |
| Guilford Free Public Library Asso Inc | |||||||
| 67 Park Street | Guilford | CT | 06437 | PC | General Support | $2,000 | |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial St | Portland | ME | 04101 | PC | General Support | $120,000 | |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial St | Portland | ME | 04101 | PC | General Support | $2,500 | |
| Hartford Stage | |||||||
| 50 Church Street | Hartford | CT | 06103 | PC | General Support | $1,000 | |
| Hawai'i Peoples Fund | |||||||
| PO Box 4163 | Honolulu | HI | 96812 | PC | General Support | $65,000 | |
| Haymarket People's Fund Inc | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | PC | General Support | $120,000 | |
| Headwaters Foundation for Justice | |||||||
| 2801 21st Avenue S Stre 132-B | Minneapolis | MN | 55407 | PC | General Support | $150,000 | |
| Hispanic Catholic Charismatic Center of the Archdiocese of New York | |||||||
| 826 E 166th Street | Bronx | NY | 10459 | PC | General Support | $4,000 | |
| Hooker County Community Foundation Inc | |||||||
| PO Box 66 | Mullen | NE | 69152 | PC | General Support | $3,000 | |
| Hope Autism Foundation | |||||||
| 5 Lyons Mall Box 122 | Basking Ridge | NJ | 07920 | PC | General Support | $5,000 | |
| Hope Enterprise Corporation | |||||||
| 4 Old River Place | Jackson | MS | 39202 | PC | General Support | $140,000 | |
| Ice Foundation Inc | |||||||
| PO Box 370 | New York | NY | 10009 | PC | General Support | $800 | |
| Impact Capital Managers Institute Inc | |||||||
| 620 8th Avenue 17th Floor | New York | NY | 10018 | PC | General Support | $50,000 | |
| Incourage Community Foundation Inc | |||||||
| 478 East Grand Ave | Wisconsin Rapids | WI | 54494 | PC | General Support | $500 | |
| INSPIRICA INC | |||||||
| 141 Franklin St | Stamford | CT | 06901 | PC | General Support | $375 | |
| Integrated Refugee and Immigrant Services Inc | |||||||
| 235 Nicoll Street 2nd Floor | New Haven | CT | 06511 | PC | General Support | $500 | |
| Jackson Medical Mall Foundation | |||||||
| 350 W Woodrow Wilson Ave Suite 101 | Jackson | MS | 39213 | PC | Project-Based | $50,000 | |
| JACKSON METRO SPONSORING COMMITTEE | |||||||
| 1770 Ellis Avenue | Jackson | MS | 39204 | PC | General Support | $43,000 | |
| Joyce Theater Foundation Inc | |||||||
| 175 Eighth Avenue | New York | NY | 10011 | PC | General Support | $1,000 | |
| Jubilee Gift Galaxy Inc | |||||||
| 6655 Moore Drive | Oakland | CA | 94611 | PC | General Support | $50,000 | |
| Keweenaw Community Forest Company | |||||||
| PO Box 300 | Mohawk | MI | 49950 | PC | General Support | $200 | |
| Keweenaw Economic Development Alliance | |||||||
| 600 E Lakeshore Drive | Houghton | MI | 49931 | PC | General Support | $500 | |
| KIPP Team and Family Schools Inc | |||||||
| 60 PARK PL STE 802 | Newark | NJ | 07102 | PC | General Support | $1,000 | |
| Lambda Legal Defense and Education Fund Inc | |||||||
| 120 Wall Street 19th Fl | New York | NY | 10005 | PC | General Support | $1,000 | |
| Leadership Counsel for Justice and Accountability | |||||||
| 2210 San Joaquin Street | Fresno | CA | 93721 | PC | General Support | $100,000 | |
| Lever Inc | |||||||
| 85 Main St Suite 218 | North Adams | MA | 01247 | PC | General Support | $5,000 | |
| Liberty Hill Foundation | |||||||
| 6420 Wilshire Blvd NO 700 | Los Angeles | CA | 90048 | PC | General Support | $150,000 | |
| Locus Impact Investing | |||||||
| 7814 Carousel Lane | Richmond | VA | 23294 | PC | General Support | $150,000 | |
| Main Street Calumet Inc | |||||||
| PO Box 188 | Calumet | MI | 49913 | PC | General Support | $500 | |
| Maine Development Foundation | |||||||
| 2 Beech St Unit 203 | Hallowell | ME | 04347 | PC | General Support | $40,000 | |
| Maine Initiatives Inc | |||||||
| 56 North Street Suite 100 | Portland | ME | 04101 | PC | General Support | $100,000 | |
| Maine Initiatives Inc | |||||||
| 56 North Street Suite 100 | Portland | ME | 04101 | PC | General Support | $1,500 | |
| Maine Initiatives Inc | |||||||
| 56 North Street Suite 100 | Portland | ME | 04101 | PC | General Support | $1,000 | |
| Maine Philanthropy Center | |||||||
| PO Box 9301 | Portland | ME | 04104 | PC | Membership | $5,300 | |
| Make the Road New York | |||||||
| 301 Grove Street | Brooklyn | NY | 11237 | PC | General Support | $800 | |
| Marquette Community Foundation | |||||||
| PO Box 37 | Marquette | MI | 49855 | PC | General Support | $5,000 | |
| McKenzie River Gathering Foundation | |||||||
| PO Box 12489 | Portland | OR | 97212 | PC | General Support | $50,000 | |
| Metro IAF Inc | |||||||
| 89-60 164th Street | Jamaica | NY | 11432 | PC | General Support | $55,000 | |
| Mission Investors Exchange | |||||||
| 105 W 86th Street 358 | New York | NY | 10024 | PC | Membership | $100,000 | |
| Morrill Memorial Library | |||||||
| PO Box 110 | Straffford | VT | 05072 | PC | General Support | $3,000 | |
| Na'ah Illahee Fund | |||||||
| PO Box 17844 | Seattle | WA | 98127 | PC | General Support | $75,000 | |
| Network Impact Inc | |||||||
| 25 Sigourney Street | Boston | MA | 02130 | NC | Project-Based | $70,000 | |
| New Breath Foundation | |||||||
| 1999 Harrison Street | Oakland | CA | 94612 | PC | General Support | $50,000 | |
| New Milford Barracudas Parents Association Inc | |||||||
| PO Box 2196 | New Milford | CT | 06776 | PC | General Support | $1,600 | |
| New Milford Barracudas Parents Association Inc | |||||||
| PO Box 2196 | New Milford | CT | 06776 | PC | General Support | $2,000 | |
| New Milford Economic Development Corporation | |||||||
| PO Box 387 | New Milford | CT | 06776 | PC | General Support | $5,000 | |
| New York University | |||||||
| PO Box 837 Peter Stuyvesant Station | New York | NY | 100090837 | PC | Project-Based | $100,000 | |
| New York University | |||||||
| PO Box 837 Peter Stuyvesant Station | New York | NY | 100090837 | PC | Project-Based | $20,000 | |
| Next City Inc | |||||||
| PO Box 22449 | Philadelphia | PA | 19110 | PC | General Support | $50,000 | |
| North Star Fund Inc | |||||||
| 520 Eighth Avenue 2203 | New York | NY | 10018 | PC | General Support | $125,000 | |
| Northwest Connecticut Land Conservancy | |||||||
| Post Office Box 821 | Kent | CT | 06757 | PC | General Support | $1,650 | |
| Northwest Connecticut Land Conservancy | |||||||
| Post Office Box 821 | Kent | CT | 06757 | PC | General Support | $1,500 | |
| Omega House Inc | |||||||
| 2211 Maureen Lane | Houghton | MI | 49931 | PC | General Support | $500 | |
| Open Channels New York Inc | |||||||
| 161A Chrystie Street | New York | NY | 10002 | PC | General Support | $500 | |
| Open Possibilities dba Possibility Labs | |||||||
| 1410 Franklin Street Num 135 | San Francisco | CA | 941090000 | PC | Project-Based | $500,000 | |
| Open Possibilities dba Possibility Labs | |||||||
| 1410 Franklin Street Num 135 | San Francisco | CA | 941090000 | PC | Project-Based | $163,500 | |
| Paula Ellis Strategies LLC | |||||||
| 482 Elfes Field Lane | Charleston | SC | 29492 | NC | Project-Based | $75,000 | |
| Philadelphia Clef Club of Jazz & Performing Arts Inc | |||||||
| PO Box 752 | Glenside | PA | 19038 | PC | General Support | $2,000 | |
| Philadelphia Ronald MCDonald House Inc | |||||||
| 3925 Chestnut Street | Philadelphia | PA | 19104 | PC | General Support | $5,000 | |
| Pilobolus Inc | |||||||
| PO Box 388 6 Calhoun St | Washington | CT | 06794 | PC | General Support | $750 | |
| Portland Stage Company Inc | |||||||
| 25 Forest Ave | Portland | ME | 04104 | PC | General Support | $2,000 | |
| Portland Stage Company Inc | |||||||
| 25 Forest Ave | Portland | ME | 04104 | PC | General Support | $8,500 | |
| Potlatch Fund | |||||||
| 801 Second Avenue No 304 | Seattle | WA | 98104 | PC | General Support | $130,000 | |
| Pratt Nature Center Inc | |||||||
| 163 Paper Mill Rd | New Milford | CT | 06776 | PC | General Support | $1,500 | |
| Preble Street | |||||||
| 38 Preble Street | Portland | ME | 04101 | PC | General Support | $1,500 | |
| Preble Street | |||||||
| 38 Preble Street | Portland | ME | 04101 | PC | General Support | $10,000 | |
| QueerArt Inc | |||||||
| 140 2nd Ave 503 | New York | NY | 10003 | PC | General Support | $1,000 | |
| Rape Crisis Center of Milford | |||||||
| 70 West River Street | Milford | CT | 06460 | PC | General Support | $500 | |
| Red Hook Art Project Inc | |||||||
| 27 Huntington Street Room 151 | Brooklyn | NY | 11231 | PC | General Support | $3,500 | |
| Red Hook Initiative Inc | |||||||
| 767 Hicks Street | Brooklyn | NY | 11231 | PC | General Support | $5,000 | |
| Red Hook Playgroup | |||||||
| 295 Columbia Street | Brooklyn | NY | 11231 | PC | General Support | $2,000 | |
| Schumacher Center for a New Economics | |||||||
| 140 Jug End Road | Great Barrington | MA | 01230 | PC | General Support | $30,000 | |
| Search Ministries Inc | |||||||
| 7400 Metro Blvd Suite 210 | Edina | MN | 55439 | PC | General Support | $1,000 | |
| Second Harvest Heartland | |||||||
| 1140 Gervais Avenue | Maplewood | MN | 55109 | PC | General Support | $2,500 | |
| Self-Help Enterprises | |||||||
| P O Box 6520 | Visalia | CA | 932906520 | PC | General Support | $150,000 | |
| Seventh Generation Fund for Indigenous Peoples Inc | |||||||
| PO Box 4569 | Arcata | CA | 95518 | PC | General Support | $150,000 | |
| SilverSource Inc | |||||||
| 2009 Summer Street | Stamford | CT | 06905 | POF | General Program Support | $375 | |
| Social Justice Fund Northwest | |||||||
| 1904 3rd Avenue NO 806 | Seattle | WA | 98101 | PC | General Support | $125,000 | |
| Solutions Project Inc | |||||||
| 4096 Piedmont Avenue No 728 | Oakland | CA | 94611 | PC | General Support | $100,000 | |
| South OrangeMaplewood Community Coalition on Race | |||||||
| 516 Prospect St | Maplewood | NJ | 07040 | PC | General Support | $2,000 | |
| Southern Partners Fund Inc | |||||||
| 1 Baltimore Place NW Suite 150 | Atlanta | GA | 30308 | PC | General Support | $75,000 | |
| Springboard To Opportunities | |||||||
| 3000 Old Canton Rd Suite 470 | Jackson | MS | 39216 | PC | General Support | $100,000 | |
| St Josephs Social Service Center | |||||||
| 118 Division St | Elizabeth | NJ | 07201 | PC | General Support | $5,000 | |
| St Louis University High School | |||||||
| 4970 Oakland Avenue | St Louis | MO | 63110 | PC | General Support | $2,500 | |
| Stamford Spartans Youth Football | |||||||
| 105 Harbor Dr Apt 117 | Stamford | CT | 06902 | PC | General Support | $1,000 | |
| Strafford Historical Society Inc | |||||||
| PO Box 100 | Strafford | VT | 05072 | PC | General Support | $4,000 | |
| The Aspen Institute Inc | |||||||
| 2300 N Street NW Suite 700 | Washington | DC | 200371122 | PC | General Support | $2,000 | |
| The Campaign Against Hunger Inc | |||||||
| 2010 Fulton Street | Brooklyn | NY | 11233 | PC | General Support | $800 | |
| The Genesis Fund | |||||||
| 22 Lincoln Street | Brunswick | ME | 04011 | PC | General Support | $100,000 | |
| The Good Grocer | |||||||
| 2650 Nicollet Ave | Minneapolis | MN | 55408 | PC | General Support | $1,000 | |
| The Haitian Project Inc | |||||||
| PO Box 6891 | Providence | RI | 02940 | PC | General Support | $2,000 | |
| The Haitian Project Inc | |||||||
| PO Box 6891 | Providence | RI | 02940 | PC | General Support | $500 | |
| The Initiative for Responsible Investment at the Hauser Institute for Civil | |||||||
| 79 John F Kennedy St | Cambridge | MA | 02138 | PC | Project-Based | $75,000 | |
| The League of Intrapreneurs Ltd | |||||||
| 300 SW 5th Street 2900 | Portland | OR | 97201 | PC | General Support | $100,000 | |
| The Lincoln Institute of Land Policy | |||||||
| 113 Brattle Street | Cambridge | MA | 021383400 | POF | Project-Based | $150,000 | |
| The Macedonia Baptist Church of Mount Vernon New York Inc | |||||||
| 141 S 9th Ave | Mt Vernon | NY | 10550 | PC | General Support | $250 | |
| The Nonprofit Information Networking Association dba The Nonprofit Quarterl | |||||||
| 88 Broad Street Suite 101 | Boston | MA | 02110 | PC | General Support | $100,000 | |
| The Underground Museum Inc | |||||||
| 3508 W Washington Blvd | Los Angeles | CA | 90018 | PC | General Support | $500 | |
| The Vermont Community Foundation | |||||||
| 3 Court Street | Middlebury | VT | 05753 | PC | Pass-Through | $25,000 | |
| TreeHouse Inc | |||||||
| 5757 Wayzata Blvd | Minneapolis | MN | 55416 | PC | General Support | $2,000 | |
| Twin Cities Habitat for Humanity Inc | |||||||
| 1954 University Avenue W | St Paul | MN | 55104 | PC | General Support | $1,000 | |
| United Community Centers Inc | |||||||
| 613 New Lots Avenue | Brooklyn | NY | 11207 | PC | General Support | $800 | |
| Urban Bush Women Inc | |||||||
| 138 S Oxford St Suite 4B | Brooklyn | NY | 11217 | PC | General Support | $1,000 | |
| Urban Ventures Leadership Foundation | |||||||
| 2924 Fourth Avenue South | Minneapolis | MN | 554082438 | PC | General Support | $2,000 | |
| Village Center for the Arts Inc | |||||||
| 12 Main St | New Milford | CT | 06776 | PC | General Support | $1,500 | |
| Vital Communities Inc | |||||||
| 195 N Main St | White River Junction | VT | 05001 | PC | General Support | $4,000 | |
| Water Witch Hose Company #2 | |||||||
| 8 Prospect Hill Road | New Milford | CT | 06776 | PC | General Support | $2,000 | |
| Westmont College | |||||||
| 955 La Paz Road | Santa Barbara | CA | 93108 | PC | General Support | $5,000 | |
| World Foundation for Girl Guides and Girl Scouts | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | PC | General Support | $1,000 | |
| World Vision Inc | |||||||
| PO Box 9716 | Federal Way | WA | 98063 | PC | General Support | $2,000 | |
| Young Life | |||||||
| PO Box 520 | Colorado Springs | CO | 80901 | PC | General Support | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,179,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Common Future | ||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | General Support | $150,000 |
| California Forward | ||||||
| 127 University Ave | Berkeley | CA | 94710 | PC | Project-Based | $75,000 |
| Committee Encouraging Corporate Philanthropy | ||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | PC | General Support | $150,000 |
| Good Jobs First | ||||||
| 1380 Monroe St NW PMB 405 | Washington | DC | 20010 | PC | General Support | $50,000 |
| Locus Impact Investing | ||||||
| 7814 Carousel Lane | Richmond | VA | 23294 | PC | General Support | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $575,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEE | Desc |
| Related Or Exempt Function Incm | $77,891 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,353,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,857,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,210,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $77,891 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,288,660 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | LICENSING REVENUE FROM US COMMUNITY INVESTING INDEX | RelationshipStatementTxt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSOURCED CONTROLLER | $29,800 | $0 | $35,400 |
| AUDIT | $39,425 | $5,925 | $54,743 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPTUS | $150,000 |
| VARIOUS | $75,545 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| NETWORK IMPACT INC | ||||||||
| 25 SIGOURNEY STREET | BOSTON | MA | 02130 | 2021-03-09 | $70,000 | Drawing on existing research and potential interviews with selected leaders, Network Impact will develop a framework for understanding: (1) collective agency; (2) how it is built, and (3) what role it has played in different community contexts. While their work will be made broadly available to the field, along with Kelly Ryan and Onyeka Obiocha, Madeleine Taylor will co-lead a process of internal learning at Heron about historical conditions that foster or impede a sense of collective agency in place. She will also lead a series of conversations with Heron leadership about the potential benefits of bringing an ethnographic lens to Heron's assessments of communities. | $70,000 | NO |
| PAULA ELLIS STRATEGIES | ||||||||
| 482 ELLIS STATEGEIES LLC | CHARLESTON | SC | 29492 | 2021-06-15 | $75,000 | Project support to further community building through examining the role of news and information in community transformation | $75,000 | NO |
| LINCOLN INSTITUTE OF LAND POLICY | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | 2021-12-02 | $150,000 | To help define what a healthy community development ecosystem looks like and to help identify investment opportunities within communities. | $15,000 | NO |
| SILVER SOURCE INC | ||||||||
| 2009 SUMMER STREET | STAMFORD | CT | 06905 | 2021-12-03 | $375 | PROGRAM SUPPORT | $375 | NO |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE ISSUES | BondNm |
| EOY Book Value | $3,516,369 | EOYBookValueAmt |
| EOYFMV | $3,516,369 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK INVESTMENTS | $244,743,188 | $244,743,188 |
| COMMUNITY INDEX COMMINGLED FUND | $16,796,081 | $16,796,081 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $33,545,707 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,545,707 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $51,180,182 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $51,180,182 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISSION RELATED LIMITED PARTNERSHIPS | FMV | $20,626,028 | $20,626,028 |
| ISHARES MSCI | FMV | $16,605,312 | $16,605,312 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $29,131 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,131 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $13,585,326 | BOYBookValueAmt |
| EOY Book Value | $14,640,097 | EOYBookValueAmt |
| EOYFMV | $14,640,097 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $134,758 | $134,758 | $0 |
| EQUIPMENT AND EQUIPMENT REPAIR | $34,073 | $5,120 | $28,953 |
| OFFICE EXPENSES | $148,112 | $3,482 | $121,561 |
| INSURANCE | $27,583 | $4,145 | $23,268 |
| BANK FEES | $2,581 | $0 | $2,581 |
| MARKET DATA | $215,849 | $184,110 | $33,154 |
| TEMPORARY ADMIN SUPPORT | $15,300 | $0 | $15,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEE | Desc |
| Revenue And Expenses Per Books | $77,891 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $77,891 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION, NET OF DEFERRED TAX | Desc |
| Amt | $39,365,418 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $1,071,268 | BOYBookValueAmt |
| EOY Book Value | $1,568,119 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $619,088 | $619,088 | $0 |
| PORTFOLIO MONITORING | $300,000 | $255,000 | $45,000 |
| HUMAN RESOURCES | $98,717 | $0 | $98,717 |
| PROFESSIONAL DEVELOPMENT | $1,590 | $239 | $2,367 |
| DESKTOP AND NETWORK SUPPORT | $46,559 | $0 | $46,559 |
| MARKETING | $60,600 | $0 | $63,775 |
| CONSULTING AND ADVISING | $536,880 | $142,166 | $525,960 |
| RECRUITING | $11,551 | $0 | $12,747 |
| OTHER INVESTMENT | $42,500 | $42,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $370,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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