FARVIEW FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FARVIEW FOUNDATION (EIN 31-1633189)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202321319349105227
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T17:00:36-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311633189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARVIEW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 6129731777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRIETT CROSBY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6129731777 | PhoneNum |
| Signature | 2023-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,614,783 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,059,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,027,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,043,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,027,515 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $556 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $543 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,092,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,033,625 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,166 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,797,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,032,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $995,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,080,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,080,600 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds EOY | $200,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $200,000 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,470,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,334,183 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $995,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,750,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,614,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $995,814 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,750,600 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $995,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,750,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $995,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,750,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $995,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,797,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,793,157 | SubtotalAmt |
| Other Decreases | $2,042,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,750,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4000. AMERICAN FUNDS INVESTMENT COMPANY | 1952-05-31 | 2022-01-13 | $202,800 | $1,952 | $200,848 | $200,848 |
| 38623.013 AMERICAN FUNDS INVESTMENT COMPANY | 2022-01-25 | $1,841,159 | $14,492 | $1,826,667 | $1,826,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,027,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,243 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,251 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123039813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S 6TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRIETT CROSBY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6515 79TH PLACE | AddressLine1Txt |
| City | CABIN JOHN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $536,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,323,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,860,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,860,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,832,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,251 | TotalTaxAmt |
| Distributable Before Adj | $63,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,130 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $294,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,929 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,357 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $323,456 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,773 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $554,229 | 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 | $48,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $505,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,357 | ExcessFromYear4Amt |
| Excess From Year3 | $42,400 | ExcessFromYear3Amt |
| Excess From Year2 | $58,671 | ExcessFromYear2Amt |
| Excess From Year1 | $146,099 | ExcessFromYear1Amt |
| Excess From Current Year | $230,773 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SECOND CHANCE WILDLIFE CENTER | |||||||
| 7101 BARCELLONA DRIVE | GAITHERSBURG | MD | 20879 | NONE | PC | GENERAL OPERATING | $20,000 |
| JUSTICE THROUGH MUSIC | |||||||
| 8416 WESTMONT TER | BETHESDA | MD | 20817 | NONE | PC | GENERAL OPERATING | $30,000 |
| ASHOKA | |||||||
| 1700 NORTH MOORE ST | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING | $5,000 |
| AMAZON WATCH | |||||||
| 520 3RD STREET | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATING | $10,000 |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVE | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING | $5,000 |
| PROJECT ON GOVERNMENT OVERSIGHT | |||||||
| 666 11TH STREET NM | WASHINGTON | DC | 200014542 | NONE | PC | GENERAL OPERATING | $5,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | NONE | PC | GENERAL OPERATING | $1,000 |
| POTOMAC CONSERVANCY | |||||||
| 8403 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL OPERATING | $1,000 |
| PROJECT COYOTE | |||||||
| PO BOX 5007 | LARKSPUR | CA | 94977 | NONE | PC | GENERAL OPERATING | $10,000 |
| INSIGHT MEDITATION COMMUNITY OF WASHINGT | |||||||
| PO BOX 3 | CABIN JOHN | MD | 20818 | NONE | PC | GENERAL OPERATING | $1,000 |
| POTOMAC RIVERKEEPER | |||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING | $1,000 |
| PACHAMAMA ALLIANCE | |||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL OPERATING | $10,000 |
| ENVIRONMENTAL FILM FESTIVAL | |||||||
| 1224 M STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $5,000 |
| PITZER SCHOOL | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | PC | GENERAL OPERATING | $1,000 |
| PUTNEY SCHOOL | |||||||
| 418 HOUGHTON BROOK RD | PUTNEY | VT | 05346 | NONE | PC | GENERAL OPERATING | $1,000 |
| YESMAGAZINE | |||||||
| PO BOX 10818 | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL OPERATING | $1,000 |
| SOLAR ELECTRIC LIGHT FUND | |||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $1,000 |
| FOX HAVEN CENTER | |||||||
| 3630 POFFENBERGER RD | JEFFERSON | MD | 21755 | NONE | PC | GENERAL OPERATING | $12,000 |
| CROSBY FUND FOR HAITIN EDUCATION | |||||||
| 19 BINNEY ROAD | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $1,000 |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 N MERRIMON AVE 115 | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL OPERATING | $1,000 |
| WILDNERNESS SOCIETY | |||||||
| 115 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $5,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | Washington | DC | 20037 | NONE | PC | GENERAL OPERATING | $1,000 |
| WILD EARTH GUARDIANS | |||||||
| 312 MONTEZUMA AVE | SANTA FE | NM | 87501 | NONE | PC | GENERAL OPERATING | $10,000 |
| PROTECT OUR ELECTIONS | |||||||
| 2100 CLARENDON BLVD SUITE 320 | Arlington | VA | 22201 | NONE | PC | GENERAL OPERATING | $110,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $20,000 |
| CARPE DIEM ARTS | |||||||
| 9207 LONG BRANCH PKWY | Silver Spring | MD | 20901 | NONE | PC | GENERAL OPERATING | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 29TH STREET | NEW YORK CITY | NY | 10011 | NONE | PC | GENERAL OPERATING | $1,000 |
| UBIQUITY UNIVERSITY | |||||||
| 35 MILLER AVE | Mill Valley | CA | 94941 | NONE | PC | GENERAL OPERATING | $10,000 |
| SMART ON PESTICIDES COALITION | |||||||
| 544 EPPING FOREST ROAD | Annapolis | MD | 21401 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,027,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $543 |
| FEDERAL TAX REFUND | 1 | $13 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,033,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,033,638 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | HARRIETT MCK CROSBY TR AGY PLDGED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64713 TRUST TAX SERVICES | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551640713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,059,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,059,000 | FairMarketValueAmt |
| Received | 2022-01-24 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 13162EES1 CALVERT IMPACT MTN | BondNm |
| EOY Book Value | $200,000 | EOYBookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 704223775 PAX WORLD GLOBAL ENV | AT COST | $172,500 | $151,008 |
| 13161Y301 CALVERT US MID CAP C | AT COST | $135,000 | $118,898 |
| 994121564 ROOT CAPITAL INC 1.0 | AT COST | $100,000 | $100,000 |
| 87245P635 TIAA CREF SOCIAL CHO | AT COST | $480,000 | $439,290 |
| 101156602 BOSTON TRUST WALDEN | AT COST | $77,500 | $71,630 |
| 131582439 CALVERT HIGH YIELD B | AT COST | $120,000 | $106,439 |
| 701769408 PARNASSUS CORE EQUIT | AT COST | $385,000 | $346,918 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OVER ASSETS CONTRIBUTED | Desc |
| Amt | $2,042,557 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $543 | $543 |
| FEDERAL TAX REFUND | $13 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE | CategoryTxt |
| Amt | $1,295 | Amt |
| Net Investment Income | $1,166 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $130 | DisbursementsCharitablePrpsAmt |
Comments