THE LEONARD AND SOPHIE DAVIS FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE LEONARD AND SOPHIE DAVIS FUND (EIN 94-3402266)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-03-15
- IRS object ID
- 202310749349101151
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2023-03-15T20:05:05-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112318995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARKOUH FURMAN & FACCIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 943402266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD & SOPHIE DAVIS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2122455900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALAN DAVIS PO BOX 590723 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122455900 | PhoneNum |
| Signature | 2023-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRED C FARKOUH | PreparerPersonNm |
| PTIN | P00092160 | PTIN |
| Phone | 2122455900 | PhoneNum |
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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $227,558,478 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,255,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,776,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,776,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,247,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,305,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,247,696 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,518 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,284,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,029,465 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $38,628 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,628 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,637 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $87,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,050,310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $761,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $288,524 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,715 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,242 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,535 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,481 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,332,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $884,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $444,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,642,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $884,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,754,262 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,642,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,145,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,129,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,735,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,735,491 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $175,774,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,183,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,183,069 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,968,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,851,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,851,735 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $801,146 | OtherAssetsBOYAmt |
| Other Assets EOY | $788,183 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $788,183 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $189,672,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,558,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,558,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,491,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,491,126 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $180,181,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $218,067,352 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,672,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,558,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,672,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,558,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,672,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,642,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,243,236 | OtherIncreasesAmt |
| Subtotal | $227,558,485 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $227,558,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION | P | 2021-01-01 | 2021-12-31 | $4,916,697 | $4,394,660 | $522,037 | $522,037 |
| US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION | P | 2020-01-01 | 2021-12-31 | $17,215,328 | $7,089,571 | $10,125,757 | $10,125,757 |
| US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION | P | 2021-01-01 | 2021-12-31 | $4,277,746 | $2,982,900 | $1,294,846 | $1,294,846 |
| US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION | P | 2020-01-01 | 2021-12-31 | $13,649,961 | $7,323,207 | $6,326,754 | $6,326,754 |
| CAPITAL GAINS DIVIDENDS | P | 2020-01-01 | 2021-12-31 | $56,932 | $56,932 | $56,932 | |
| US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION | P | 2021-01-01 | 2021-12-31 | $5,052,971 | $4,037,127 | $1,015,844 | $1,015,844 |
| US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION | P | 2020-01-01 | 2021-12-31 | $8,777,881 | $6,034,388 | $2,743,493 | $2,743,493 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2021-01-01 | 2021-12-31 | $288,516 | $250,713 | $37,803 | $37,803 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2020-01-01 | 2021-12-31 | $4,632,162 | $2,899,003 | $1,733,159 | $1,733,159 |
| LIGHTHOUSE CAPITAL PARTNERS IV LP | P | 2020-01-01 | 2021-12-31 | $857 | $857 | $857 | |
| THE LYME FOREST FUND III TE, LP | P | 2020-01-01 | 2021-12-31 | $1,617 | $1,617 | $1,617 | |
| DBL PARTNERS III,LP | P | 2020-01-01 | 2021-12-31 | $338 | -$338 | -$338 | |
| PINEBRIDGE PEP IV | P | 2021-01-01 | 2021-12-31 | $44 | $44 | $44 | |
| PINEBRIDGE PEP IV | P | 2020-01-01 | 2021-12-31 | $686 | $686 | $686 | |
| PARTNERS GROUP REAL ESTATE | P | 2021-01-01 | 2021-12-31 | $2 | -$2 | -$2 | |
| PARTNERS GROUP REAL ESTATE | P | 2020-01-01 | 2021-12-31 | $4,261 | $4,261 | $4,261 | |
| YOLEV INVESTMENTS | P | 2021-01-01 | 2021-12-31 | $20,210 | $20,210 | $20,210 | |
| YOLEV INVESTMENTS | P | 2020-01-01 | 2021-12-31 | $2,379,328 | $2,379,328 | $2,379,328 | |
| PARTNERS GROUP REAL ESTATE SECTION 1231 | P | 2020-01-01 | 2021-12-31 | $1,844 | $1,844 | $1,844 | |
| THE REAL REAL INC | P | 1950-01-01 | 2021-02-08 | $2,510 | $599 | $1,911 | $1,911 |
| THE REAL REAL INC-1202 EXCLUSION | P | 1950-01-01 | 2021-02-08 | $26,339 | $26,339 | $0 | $0 |
| LOSS ON DISPOSITION OF BILL PRESS PARTNERS LLC | P | 2015-01-01 | 2021-12-31 | $19,347 | -$19,347 | -$19,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,247,696 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $391,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $391,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $391,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,888 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $510,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $605,888 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,260 | EsPenaltyAmt |
| Overpayment | $208,407 | OverpaymentAmt |
| Applied To ES Tax | $208,407 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALAN DAVIS | IndividualWithBooksNm |
| Phone | 2122455900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN S DAVIS | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | CHIEF EXECUTIVE OFFICER | 10.00 | $0 | $0 | $0 |
| MARY LOU DAVIS | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | CHIEF FINANCIAL OFFICER | 2.00 | $0 | $0 | $0 |
| JAMES HASSAN | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | DIRECTOR | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY | |||||
| ONE BEACON STREET | BOSTON | MA | 02108 | INVESTMENT ADVISORS | $659,539 |
| WELLS FARGO | |||||
| 6325 S RAINBOW BLVD STE 300 | LAS VEGAS | NV | 89118 | INVESTMENT ADVISORS | $102,247 |
| FARKOUH FURMAN & FACCIO LLP | |||||
| 460 PARK AVE 12TH FL | NEW YORK | NY | 10022 | ACCOUTING FEES | $87,750 |
| LAWRENCE OTTINGER | |||||
| 7004 W GREENVALE PARKWAY | CHEVY CHASE | MD | 20815 | CONSULTING | $80,300 |
| 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 | $203,783,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,431,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $210,345,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $210,345,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,155,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $207,190,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,359,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,359,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $391,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $391,221 | TotalTaxAmt |
| Distributable Before Adj | $9,968,291 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,968,291 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,968,291 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,754,262 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,754,262 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,968,291 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,258,691 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,303,566 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,073,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,401,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,037,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,075,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,754,262 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,968,291 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,785,971 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,861,649 | 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 | $4,258,691 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,602,958 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,303,566 | ExcessFromYear4Amt |
| Excess From Year3 | $1,073,603 | ExcessFromYear3Amt |
| Excess From Year2 | $11,401,979 | ExcessFromYear2Amt |
| Excess From Year1 | $20,037,839 | ExcessFromYear1Amt |
| Excess From Current Year | $8,785,971 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| 20 JAY ST SUITE 732 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 | |
| A BETTER WISCONSIN INSTITUTE | ||||||||
| 6516 MONONA DRIVE 244 | MONONA | WI | 53716 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| ACLU OF NORTHERN CALIFORNIA | ||||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| ACRE INSTITUTE | ||||||||
| 7065 WESTPOINTE BLVD 305 | ORLANDO | FL | 32835 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| ADVANCEMENT PROJECT | ||||||||
| 1910 W SUNSET BLVD STE 500 | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| ADVOCATES FOR HUMAN RIGHTS | ||||||||
| 330 2ND AVE S STE 800 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $90,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $3,000,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 3 FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| AMERICAN CONSERVATORY THEATER | ||||||||
| 30 GRANT AVE 7TH FL | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| AMERICAN CONSTITUTION SOCIETY | ||||||||
| 1333 H ST NW 11TH FL | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| AMERICAN ISRAEL CULTURAL FOUNDATION | ||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| AMERICAN PROMISE EDUCATION FUND | ||||||||
| 1110 VERMONT AVE NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $65,000 | |
| AMERICANS FOR FINANCIAL REFORM | ||||||||
| 1615 L STREET NW STE 450 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 16TH FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| APPALACHIAN VOICES | ||||||||
| 171 GRAND BLVD | BOONE | NC | 28607 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| ARENA STAGE | ||||||||
| 1101 SIXTH STREET SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| ARIZONA ADVOCACY NETWORK & FOUNDATION | ||||||||
| 221 E INDIANOLA AVE | PHOENIX | AZ | 85012 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| ARIZONA COALITION FOR CHANGE | ||||||||
| 1241 E WASHINGTON ST STE 103 | PHOENIX | AZ | 85034 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $110,000 | |
| ASIAN AMERICAN ADVANCING JUSTICE | ||||||||
| 1620 L ST NW SUITE 1050 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| BAREFOOT ARTISTS | ||||||||
| 2412 WAVERLY STREET | PHILA | PA | 19146 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| BERKELEY REPERTORY THEATER | ||||||||
| 2025 ADDISON STREET | BERKELEY | CA | 94704 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| BEYOND NUCLEAR INTERNATIONAL | ||||||||
| 7304 CARROLL AVENUE 182 | TAKOMA PARK | MD | 20912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| BIONEERS COLLECTIVE HERITAGE | ||||||||
| 1041 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| BOYS & GIRLS CLUB OF RHODE ISLAND | ||||||||
| 72 KENDRICK AVE | WOONSOCKET | RI | 02895 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $2,100,000 | |
| CALIFORNIA BUDGET AND POLICY CENTER | ||||||||
| 1107 9TH STREET SUITE 310 | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $130,000 | |
| CALIFORNIA CALLS EDUCATION FUND | ||||||||
| 4801 W EXPOSITION BLVD | LOS ANGELES | CA | 90016 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $140,000 | |
| CALIFORNIA COLLEGE OF THE ARTS | ||||||||
| 1111 8TH ST | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CALIFORNIA COMMON CAUSE | ||||||||
| 430 S GARFIELD AVE SUITE 418 | ALHAMBRA | CA | 91801 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CALIFORNIA LEAGUE OF CONSERVATION VOTERS | ||||||||
| 350 FRANK H OGAWA PLAZA SUITE 1100 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| CASA DE MARYLAND INC | ||||||||
| 14645 ROTHGEB DR | ROCKVILLE | MD | 20850 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| CENTER FOR COMMON GROUND | ||||||||
| 18459 PATRIOT LN | RUTHER GLEN | VA | 22546 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| CENTER FOR DOMESTIC PEACE | ||||||||
| 734 A STREET | SAN RAFAEL | CA | 94901 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CENTER FOR EMPOWERED POLITICS | ||||||||
| 1042 GRANT AVE | SAN FRANCISCO | CA | 94133 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| CHRONICLE SEASON OF SHARING FUND | ||||||||
| PO BOX 7844 | SAN FRANCISCO | CA | 94120 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| COLOR OF CHANGE EDUCATION | ||||||||
| 1714 FRANKLIN ST SUITE 136 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| CENTRAL ARIZONANS FOR A SUSTAINABLE ECONOMY | ||||||||
| 801 N 2ND AVE | PHOENIX | AZ | 85003 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CITIZEN ACTION OF WISCONSIN EDUCATION FUND | ||||||||
| 4716 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| COALITION FOR COMMUNITIES OF COLOR | ||||||||
| 221 NW 2ND AVENUE 303 | PORTLAND | OR | 97209 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 1133 19TH STREET NW SUITE 900 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| COMMUNITY CATALYST | ||||||||
| 3750 CONVOY ST STE 306 | SAN DIEGO | CA | 92111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| COMMUNITY CHANGE | ||||||||
| 1536 U ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| CONGREGATION EMANU EL | ||||||||
| 1500 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CONGRESSIONAL PROGRESSIVE CAUCUS | ||||||||
| 1421 LONGWORTH HOB | WASHINGTON | DC | 20515 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| CONTRA-TIEMPO ACTIVIST DANCE THEATER | ||||||||
| 4490 DON MIGUEL DRIVE | LOS ANGELES | CA | 90008 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 50 BRIAR HOLLOW LN | HOUSTON | TX | 77027 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| DANCE THEATER OF HARLEM | ||||||||
| 466 W 152ND ST | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| DAYTON CONTEMPORARY DANCE COMPANY | ||||||||
| 840 GERMANTOWN ST | DAYTON | OH | 45402 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PAKRWAY SUITE | MORRISVILLE | NC | 27560 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | 160 |
| DRAWBRIDGE | ||||||||
| PO BOX 2698 | SAN RAFAEL | CA | 94912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| EQUITY ALLIANCE (EA) | ||||||||
| 625 ROSA L PARKS BLVD | NASHVILLE | TN | 37203 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| FAIR ELECTIONS CENTER | ||||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| FAIR TRADE USA | ||||||||
| 1001 VERMON AVE NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| FAIR VOTE | ||||||||
| 6930 CARROLL AVENUE SUITE 240 | TAKOMA PARK | MD | 20912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| FAIREWINDS ENERGY EDUCATION | ||||||||
| 70 S WINOOSKI AVE 289 | BURLINGTON | VT | 05401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| FILM INDEPENDENT | ||||||||
| 5670 WILSHIRE BLVDS 9TH FL | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | ||||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| FREE SPEECH FOR PEOPLE | ||||||||
| 505 W 38TH STREET | HOUSTON | TX | 79705 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| FREEDOM COMMUNITY CLINIC | ||||||||
| 436 14TH ST SUITE 1120 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| GIFFORDS LAW CENTER TO PREVENT | ||||||||
| 2828 UNIVERSITY AVE SE STE 202 | MINNEAPOLIS | MI | 55414 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| GLIDE FOUNDATION | ||||||||
| PO BOX 1710 | DAVIS | CA | 95617 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| GOOD NATION FOUNDATION | ||||||||
| 100 CROSBY ST SUITE 301 | NEW YORK | NY | 10012 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 | |
| GREATER WASHINGTON FIELD OF DREAMS | ||||||||
| 1825 K STREET NW STE 450 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| HAITI OUTREACH MINISTRIES | ||||||||
| PO BOX 942 | MATTHEWS | NC | 28106 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| HARLEM STAGE | ||||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| HARVARD UNIVERSITY | ||||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 | |
| HEADLANDS CENTER FOR THE ARTS | ||||||||
| 944 FORT BARRY | SAUSALITO | CA | 94965 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 | |
| HISTIOCYTOSIS ASSOCIATION OF AMERICA | ||||||||
| 332 N BROADWAY | PITMAN | NJ | 08071 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| HMONG AMERICAN WOMENS ASSOCIATION | ||||||||
| 3727 W NATIONAL AVE | MILWAUKEE | WI | 53215 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| INDIVISIBLE CIVICS | ||||||||
| 1328 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1301 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| INSTITUTE ON TAXATION AND ECONOMIC POLICY | ||||||||
| 1616 P ST NW STE 200 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| ISRAEL PHILHARMONIC ORCHESTRA | ||||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| ISSUE ONE | ||||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| JOBS WITH JUSTICE EDUCATION FUND | ||||||||
| 1616 P STREET NW SUITE 150 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| JUSTICE FUNDERS INC | ||||||||
| 436 14TH ST SUITE 700 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| KIPP SCHOOLS | ||||||||
| 520 8TH AVE 2005 | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| KRAVIS CENTER | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $275,000 | |
| KWIZERA MINISTRIES | ||||||||
| 2839 S CALIFORNIA ST | MILWAUKEE | WI | 53207 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 | |
| LATINO COMMUNITY FUND | ||||||||
| 50 HURT PLAZA SE | ATLANTA | GA | 30303 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| LEAGUE OF CONSERVATION VOTERS | ||||||||
| 1920 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| MAKE THE ROAD STATES | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| MAPLIGHT | ||||||||
| 2223 SHATTUCK AVE | BERKELEY | CA | 94704 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| MASSACHUSETTS VOTER EDUCTION | ||||||||
| 41 WEST ST SUITE 700 | BOSTON | MA | 02111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| MI FAMILIA VOTA EDUCATION FUND | ||||||||
| 400 BURNEY ST | MODESTO | CA | 95354 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| MOVEMENT RESEARCH | ||||||||
| PO BOX 49 | NEW YORK | NY | 10113 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 | |
| MUSIC CONSERVATORY OF SANDPOINT | ||||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| NATIONAL FOUNDATION FOR CELIAC AWARENESS | ||||||||
| 224 S MAPLE ST | AMBLER | PA | 19002 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| NATIONAL GHOST RANCH FOUNDATION | ||||||||
| 1708 US 84 | ABIQUIU | NM | 87510 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $600,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| NORTH CAROLINA BLACK ALLIANCE | ||||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $140,000 | |
| OLE EDUCATION FUND | ||||||||
| 411 BELLAMAH AVE NW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| ONE TREASURE ISLAND | ||||||||
| 1 AVENUE OF THE PLAMS ROOM 166 | SAN FRANCISCO | CA | 94130 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| PEACE DEVELOPMENT FUND | ||||||||
| PO BOX 1280 | AMHERST | MA | 01004 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| PENNSYLVANIA ALLIANCE FOUNDATION | ||||||||
| 1528 WALNUT ST | PHILA | PA | 19102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $110,000 | |
| PEOPLE FOR THE AMERICAN WAY | ||||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| PEOPLE'S ACTION INSTITUTE | ||||||||
| 2125 W NORTH AVE | CHICAGO | IL | 60647 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PLAM BEACH | FL | 33409 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| PLOUGHSHARES FUND | ||||||||
| 1100 VERMONT AVE NW 300 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| PROGRESSIVE ARIZONA INSTITUTE | ||||||||
| 345 E PALM LN | PHOENIX | AZ | 85004 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| PROGRESSIVE CHANGE INSTITUTE | ||||||||
| 1629 K STREET SUITE 300 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| PROGRESSIVE MULTIPLIER FUND | ||||||||
| 714 G ST SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| PROTEUS FUND | ||||||||
| 250 E 31ST STREEET | NEW YORK | NY | 10016 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $575,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| PUENTE HUMAN RIGHTS MOVEMENT | ||||||||
| 1937 W ADAMS ST | PHOENIX | AZ | 85009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| REAL NEWS PROJECT INC | ||||||||
| PO BOX 1103 | NEW YORK | NY | 10276 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 | |
| RE-POWER FUND | ||||||||
| 2639 NICOLLET AVE 220 | MINNEAPOLIS | MI | 55408 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| REGISTER 2 VOTE FUND | ||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| ROC UNITED | ||||||||
| 275 SEVENTH AVE SUITE 1703 | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| ROOSEVELT INSTITUTE | ||||||||
| 570 LEXINGTON AVE 18TH FLOOR | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| RURAL ARIZONA ENGAGEMENT (RAZE) | ||||||||
| 381 W CENTRAL AVENUE | COOLIDGE | AZ | 85128 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| SAFE AND SOUND | ||||||||
| 427 HOMESTEAD RD 2 | HILLSBOROUGH TOWNSHIP | NJ | 08844 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| SAN FRANCSICO FOUNDATION | ||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $2,050,000 | |
| SCHWAB CHARITABLE | ||||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| SF JAZZ | ||||||||
| 201 FRANKLIKN ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 W EI CAMINO REAL 300 | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| SOLIDAIRE NETWORK INC | ||||||||
| 1330 BROADWAY 3RD FLOOR | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $300,000 | |
| SOPHIA ACADEMY | ||||||||
| 5900 N 5TH ST | PHILADEPHIA | PA | 19120 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $90,000 | |
| STATE INNOVATION EXCHANGE | ||||||||
| PO BOX 260230 | MADISON | WI | 53726 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| STATE VOICES | ||||||||
| 1625 MASSACHUSETTS AVE NW STE 308 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| TAKE ACTION MINNESOTA EDUCATION FUND | ||||||||
| 705 RAYMOND AVE 100 | ST PAUL | MI | 55114 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $90,000 | |
| TAKE BACK THE COURT | ||||||||
| 2370 MARKET STREET 433 | SAN FRANCISCO | CA | 94114 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| TESSERACT RESEARCH CENTER | ||||||||
| 1701 K ST NW STE 750 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $300,000 | |
| THANKS TO SCANDINAVA | ||||||||
| 366 AMSTERDAM AVE 205 | NEW YORK | NY | 10024 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| THE AMERICAN TECHNION SOCIETY | ||||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| THE PHILADELPHIA DANCE COMPANY | ||||||||
| 219 CUTHBERT ST 3RD FL | PHILADEPHIA | PA | 19106 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| THE WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 3RD AVE STE 20 | NEW YORK | NY | 10017 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| THE WOODEN FLOOR | ||||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| TIDES CENTER | ||||||||
| 209 9TH ST | PITTSBURGH | PA | 15222 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,495,000 | |
| UE RESEARCH AND EDUCATION FUND | ||||||||
| 4 SMITHFILED ST 9TH FL | PITTSBURGH | PA | 15222 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| UNDERGROUND KINDNESS | ||||||||
| PO BOX 73 | SANDPOINT | ID | 83864 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| USC DAVIS SCHOOL OF GERONTOLOGY | ||||||||
| 3715 MCCLINTOCK AVE | LOS ANGELES | CA | 90089 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| VERIFIED VOTING FOUNDATION | ||||||||
| 1550 BRYANT ST 855 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| VIOLENCE POLICY CENTER | ||||||||
| 1730 RHODE ISLAND AVE NW 1014 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| WE ARE DOWN HOME | ||||||||
| 1250 PLAZA DRIVE | BURLINGTON | NC | 27215 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| WEST VIRGINIA CAN'T WAIT | ||||||||
| PO BOX 1633 | HUNTINGTON | WV | 25717 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115W 29TH ST | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| WORKING AMERICA EDUCATION FUND | ||||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $400,000 | |
| CONGREGATION SHEARITH ISRAEL | ||||||||
| 9401 DOUGLAS AVE | DALLAS | TX | 75225 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,310,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,420 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,776,831 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,518 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,247,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,029,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,029,465 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN STEPHEN DAVIS CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILMINGTON TRUST FSB 100 WILSHIRE B | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,255,338 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FARKOUH, FURMAN & FACCIO LLP | CategoryTxt |
| Amt | $87,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $87,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK #6247 - DETAILS IN TAXPAYER'S POSSESSION | $56,556,940 | $56,556,940 |
| US BANK #6775 - DETAILS IN TAXPAYER'S POSSESSION | $57,341,322 | $57,341,322 |
| US BANK #7198 - DETAILS IN TAXPAYER'S POSSESSION | $62,404,421 | $62,404,421 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | $19,052,502 | $19,052,502 |
| US BANK #9393 - DETAILS IN TAXPAYER'S POSSESSION | $8,827,884 | $8,827,884 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO HEDGE FUNDS - DETAILS IN TAXPAYER'S POSSESSION | FMV | $1,745,239 | $1,745,239 |
| YOLEV INVESTMENT LLC | FMV | $12,986,330 | $12,986,330 |
| REV+ALL, LLC | FMV | $120,166 | $120,166 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FARELLA BRAUN & MARTEL | CategoryTxt |
| Legal Fees | $21,637 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,637 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART | $666,450 | $666,450 | $666,450 |
| ACCRUED DIVIDEND INCOME | $134,696 | $119,185 | $119,185 |
| PREPAID WAGES | $0 | $2,548 | $2,548 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS THROUGHS - BOOK TO TAX DIFFERENCES | Desc |
| Amt | $7 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2% PORTFOLIO DEDUCTION FROM LYME FOREST FUND | $1,020 | $1,020 | $0 |
| 2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP | $3,181 | $3,181 | $0 |
| 2% PORTFOLIO DEDUCTION FROM YOLEV | $78,389 | $78,389 | $0 |
| NON 2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP | $335 | $335 | $0 |
| INTEREST EXPENSE FROM YOLEV | $4 | $4 | $0 |
| INTEREST EXPENSE FROM PINEBRIDGE PEP | $10 | $10 | $0 |
| 2% PORTFOLIO DEDUCTION FROM DBL PARTNERS III LLP | $6,033 | $6,033 | $0 |
| INTEREST EXPENSE FROM DBL PARTNERS III LP | $28 | $28 | $0 |
| 2% PORTFOLIO DEDUCTION FROM PARTNERS GROUP REAL ESTATE SECONDARY | $3,452 | $3,452 | $0 |
| INTEREST EXPENSE FROM PARTNERS GROUP REAL ESTATE SECONDARY | $73 | $73 | $0 |
| OTHER DEDUCTIONS FROM PARTNERS GROUP REAL ESTATE SECONDARY | $10 | $10 | $0 |
| MISCELLANEOUS EXPENSE | $3,753 | $0 | $3,753 |
| PAYROLL SERVICE FEE | $493 | $0 | $493 |
| FILING FEES | $235 | $0 | $235 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM LIGHTHOUSE | -$464 | -$464 | -$464 |
| ORDINARY INCOME FROM PARTNERS GROUP REAL ESTATE SECONDARY | -$595 | -$595 | -$595 |
| ORDINARY INCOME FROM PINEBRIDGE | -$25 | -$25 | -$25 |
| OTHER INCOME FROM PARTNERS GROUP REAL ESTATE SECONDARY | $913 | $913 | $913 |
| OTHER INCOME FROM WELLS FARGO | $11 | $11 | $11 |
| OTHER INCOME FROM YOLEV | $1,557 | $1,557 | $1,557 |
| PORTFOLIO INCOME FROM PARTNERS GROUP REAL ESTATE | $2,722 | $2,722 | $2,722 |
| PORTFOLIO INCOME FROM PINEBRIDGE | $72 | $72 | $72 |
| PORTFOLIO INCOME FROM YOLEV | -$211 | -$211 | -$211 |
| RENTAL INCOME FROM PARTNERS GROUP REAL ESTATE | -$492 | -$492 | -$492 |
| RENTAL INCOME FROM THE LYME FOREST FUND III TE, LP | $31 | $31 | $31 |
| OTHER INCOME FROM PINEBRIDGE | -$1 | -$1 | -$1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION | $22,223,181 |
| NON-TAXABLE CAPITAL GAIN-1202 EXCLUSION | $20,055 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $761,786 | $761,786 | $0 |
| CONSULTING | $265,124 | $0 | $265,124 |
| OTHER PROFESSIONAL FEES | $23,400 | $0 | $23,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $29,715 | $29,715 | $0 |
| PAYROLL TAX | $3,242 | $0 | $3,242 |
| FEDERAL EXCISE TAX | $4,216 | $0 | $0 |
Comments