FORDHAM STREET FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FORDHAM STREET FOUNDATION (EIN 20-0532818)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-15
IRS object ID
202330749349100023
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-15T13:50:27-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911301672PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWEENEY CONRAD PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110210 NE POINTS DRIVE SUITE 300AddressLine1Txt
CityKIRKLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200532818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORDHAM STREET FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORDBusinessNameControlTxt
Phone2063531603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 PARK AVE 34 FLOOR WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH A BIGELOWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2063531603PhoneNum
Signature2023-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJUDITHPersonFirstNm
Person LastBIGELOWPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY N LACOMBE CPAPreparerPersonNm
PTINP01226401PTIN
Phone4256291990PhoneNum
Preparation2023-03-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,500,896FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,350ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,248InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,248InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$380,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$380,946DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$651,996NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,464,695GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$470,448CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$801OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$801OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,059,341TotalRevAndExpnssAmt
Total Net Invst Incm$864,443TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$46,545CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$46,545CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$21,224TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20,224TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$39,868OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$39,868OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$87,040OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65,536OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,648OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$207,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,136TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$128,285TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$880,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$880,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,087,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,136TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,008,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,936ExcessRevenueOverExpensesAmt
Net Investment Income$786,307NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,517,239CashBOYAmt
Cash EOY$1,417,087CashEOYAmt
Cash EOYFMV$1,417,087CashEOYFMVAmt
Other Investments BOY$16,292,743OtherInvestmentsBOYAmt
Other Investments EOY$16,364,959OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,083,809OtherInvestmentsEOYFMVAmt
Total Assets BOY$17,809,982TotalAssetsBOYAmt
Total Assets EOY$17,782,046TotalAssetsEOYAmt
Total Assets EOYFMV$23,500,896TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,809,982RetainedEarningBOYAmt
Retained Earning EOY$17,782,046RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,809,982TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,782,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,809,982TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,782,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,809,982TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,936ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,782,046SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,782,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$2,781,692$2,262,624$519,068$519,068
PUBLICLY TRADED SECURITIESP$1,413,104$1,550,075-$136,971-$136,971
LAPIS MUNICIPAL OPPORTUNITIES FUND IIP$8,842$8,842$8,842
CORNWALL OFFSHORE LTD HOLDBACKP$8$8$8
CAPITAL GAINS FROM PASS-THRU ENTITIESP$14,101$14,101$0$0
CAPITAL GAINS FROM PASS-THRU ENTITIESP$167,447$167,447$0$0
WHITEBOX MULTI-STRATEGYP$79,501$79,501$79,501
FieldValueIRS element (for citing)
Capital Gain Net Income$470,448CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,930InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,930SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,930TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,436EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,436TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$5,494TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FORDHAMSTREET.ORGWebsiteAddressTxt
Individual With BooksSWEENEY CONRAD PSIndividualWithBooksNm
Phone4256291990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110210 NE POINTS DRIVE SUITE 300AddressLine1Txt
CityKIRKLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98033ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDITH A BIGELOW
1165 PARK AVENUE APT 9CNEW YORKNY10128PRESIDENT40.00$46,545$0$0
EMILY C STORK
2001 LINCOLN ST 2423DENVERCO80202SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FORDHAM STREET FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT THEIR CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 32Description1Txt
Expenses1$880,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,294,450AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$949,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,243,592TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,243,592AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$393,654CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,849,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,292,497MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,292,497MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,930TaxBasedOnInvestmentIncomeAmt
Total Tax$10,930TotalTaxAmt
Distributable Before Adj$1,281,567DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,281,567DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,281,567DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,008,285ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,008,285QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,281,567DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$24,165ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$74,608ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,853ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$77,318ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$207,944TotalExcessDistributionCyovAmt
Qualifying Distributions$1,008,285QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,008,285AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$207,944ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$207,944ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$65,338UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJUDITH A BIGELOWContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFORDHAM STREET FOUNDATION CO GRANTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1230 PARK AVENUE 3/4 FLOOR WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10169ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4256291990RecipientPhoneNum
Recipient Email AddressINFO@FORDHAMSTREET.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSEE POLICIES AS OUTLINED ON THE FOUNDATION'S WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE POLICIES AS OUTLINED ON THE FOUNDATION'S WEBSITE.SubmissionDeadlinesTxt
Restrictions On AwardsDONATIONS ARE LIMITED TO 501(C)(3) ORGANIZATIONS WHICH ARE NOT PRIVATE FOUNDATIONS AND/OR OTHER GOVERNMENTAL ENTITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR EDUCATION
509 OLIVE WAY SUITE 500SEATTLEWA98101N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
BEAM CENTER
60 SACKETT STBROOKLYNNY11231N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
BOTTOM LINE
44 COURT ST STE 300BROOKLYNNY11201N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
BUILD NYC
1460 BROADWAYNEW YORKNY10036N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
CENTER FOR SUPPORTIVE SCHOOLS
25 BROADWAYNEW YORKNY10004N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVENUE SOUTHSEATTLEWA98118N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$65,000
EDGE FOUNDATION
2017 FAIRVIEW AVENUE E UNIT ISEATTLEWA98102N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
ESKOLTA RESEARCH AND DESIGN INC
50 BROAD ST 1615NEW YORKNY10004N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
FAMILY LIFE ACADEMY CHARTER SCHOOL
14 W 170TH STREETBRONXNY10452N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
FRIENDS OF THE CHILDREN - SEATTLE
4436 RAINIER AVE S STE CSEATTLEWA98118N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
GEORGE JACKSON ACADEMY
104 ST MARKS PLACENEW YORKNY10009N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
HUMANITIES WASHINGTON
130 NICKERSON ST STE 304SEATTLEWA98109N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
LEGAL OUTREACH
23515 NOVELTY HILL ROAD NE SUITEREDMONDWA98053N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$65,0008221
LET'S GET READY
50 BROADWAY 25TH FLOORNEW YORKNY10004N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
MENTORING IN MEDICINE
3411 WAYNE AVENUE SUITE 678BRONXNY10467N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
PARENT INSTITUTE FOR QUALITY EDUCATION
22 WEST 35TH ST SUITE 201NATIONAL CITYCA91950N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
PARTNERS IN SCHOOL INNOVATION
1060 TENNESSEE STSAN FRANCISCOCA94107N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
RAINIER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
RAISING A READER MASSACHUSETTS
3 SCHOOL STBOSTONMA02108N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
READER TO READER
CADIGAN CENTER 38 WOODSIDE AVENUEAMHERSTMA01002N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$30,000
RESEARCH FOUNDATION CUNY
230 W 41STNEW YORKNY10036N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$70,000
SEO SCHOLARS
55 EXCHANGE PL FLOOR 6NEW YORKNY10005N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
SOUND CHILD CARE SOLUTIONS
1225 S WELLER STSEATTLEWA98144N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
SOUND DISCIPLINE
2135 N 51ST STREETSEATTLEWA98103N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$65,000
STREET SQUASH INC
41 W 115TH STNEW YORKNY10026N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
STUDENT SUCCESS NETWORK
25 BROADWAYNEW YORKNY10004N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
SUMMER ON THE HILL
4400 TIBBETT AVENUEBRONXNY10471N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
TEAM READ
2445 3RD AVE SSEATTLEWA98134N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
TECHBRIDGE
15 SOUTH GRADY WAY SUITE 423RENTONWA98507N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$65,000
TECHNOLOGY ACCESS FOUNDATION
605 SW 108TH STSEATTLEWA98146N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
THE HARLEM EDUCATIONAL ACTIVITIES FUND INC
2090 ADAM CLAYTON POWELL JR BLVDNEW YORKNY10027N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
WENATCHEE RIVER INSTITUTION
347 DIVISION STREETLEAVENWORTHWA98826N/A501(C)(3)FUNDING FOR GENERAL CHARITABLE OPERATIONS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$880,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,248ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$380,946ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$801ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$651,996ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,045,991ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,045,991TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJUDITH A BIGELOWContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11165 PARK AVENUE APT 9CAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
Total Contributions$13,350TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,600Amt
Net Investment Income$12,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL & EXCHANGE TRADED FUNDSFMV$9,947,550$11,645,101
ALTERNATIVE INVESTMENTSFMV$6,417,409$10,438,708

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$49,793$49,937$0
EMPLOYEE BENEFIT$20,148$0$20,148
OTHER LOSS FROM PASS-THRU ENTITIES$12,544$12,544$0
DEDUCTIONS FROM PASS-THRU ENTITIES$2,305$2,305$0
DUES$1,500$0$1,500
FILING FEES$750$750$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME FROM PASS-THRU ENTITIESDesc
Revenue And Expenses Per Books$801RevenueAndExpensesPerBooksAmt
Net Investment Income$801NetInvestmentIncomeAmt
Adjusted Net Income$801AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJUDITH A BIGELOWPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11165 PARK AVENUE APT 9CAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$20,224$0$20,224
FEDERAL TAX$1,000$0$0

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