PAN-OYLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PAN-OYLER FOUNDATION (EIN 85-3880849)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-26
- IRS object ID
- 202341169349102054
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-26T15:41:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METZ LEWIS BRODMAN MUST O'KEEFE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD ST STE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853880849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAN-OYLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | c/o John Oyler | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICK HOLLAND | InCareOfNm |
| Business Name Control | PAN- | BusinessNameControlTxt |
| Phone | 4129181100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SCHOEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6462085104 | PhoneNum |
| Signature | 2023-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SCHOEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS J HOLLAND | PreparerPersonNm |
| PTIN | P01656200 | PTIN |
| Phone | 4129181100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $24,833,260 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $777 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,037,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,037,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,037,572 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,038,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,038,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,933 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,933 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $268 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,857 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,951,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,951,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,961,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,951,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,034,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,541 | CashBOYAmt |
| Cash EOY | $99,611 | CashEOYAmt |
| Cash EOYFMV | $99,611 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $99,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,634,160 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $126,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,833,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $126,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $203,742 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $203,742 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $203,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BEIGENE LTD (9,855 SHRS) | PropertyDesc |
| Acquired | 2014-10-07 | AcquiredDt |
| Sold | 2022-11-15 | SoldDt |
| Gross Sales Price | $2,037,840 | GrossSalesPriceAmt |
| Cost Or Other Basis | $268 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,037,572 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,037,572 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,037,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,275 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,275 | SubtotalAmt |
| Tax Based On Investment Income | $28,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $25,275 | TaxDueAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | NICK HOLLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129181100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET STE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| XUTIAN A K A VICTORIA PAN | ||||||||
| 535 SMITHFIELD STREET SUITE 800 | PITTSBURGH | PA | 15222 | CHAIRMAN | 0 | $0 | $0 | $0 |
| JOHN V OYLER | ||||||||
| 535 SMITHFIELD STREET SUITE 800 | PITTSBURGH | PA | 15222 | PRESIDENT | 0 | $0 | $0 | $0 |
| MICHAEL SCHOEN | ||||||||
| 535 SMITHFIELD STREET SUITE 800 | PITTSBURGH | PA | 15222 | TREASURER | 0 | $0 | $0 | $0 |
| 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 | $21,978,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,250,844 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,250,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $333,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,917,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,095,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,095,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,275 | TotalTaxAmt |
| Distributable Before Adj | $1,067,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,067,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,067,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,951,000 | 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 | $1,951,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,935,431 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,951,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,935,431 | AppliedToYear1Amt |
| Applied To Current Year | $15,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,052,010 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN V OYLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||||||
| ONE WHITEHALL STREET 2ND FLOOR | NEW YORK | NY | 10004 | NONE | GENERAL SUPPORT | $20,000 | |||||
| HEALTHCARE CHAPLAINCY NETWORK | |||||||||||
| 500 SEVENTH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | NONE | GENERAL SUPPORT | $30,000 | |||||
| GIRLS TO WOMEN | |||||||||||
| PO BOX 50368 | EAST PALO ALTO | CA | 94303 | NONE | GENERAL SUPPORT | $5,000 | |||||
| MALIBU MOUNTAIN RESCUE TEAM INC | |||||||||||
| PO BOX 1092 | AGOURA HILLS | CA | 913761092 | NONE | GENERAL SUPPORT | $5,000 | |||||
| GERMAN SHEPHERD RESCUE OF ORANGE COUNTY | |||||||||||
| 120 TUSTIN AVENUE SUITE C-1111 | NEWPORT BEACH | CA | 92663 | NONE | GENERAL SUPPORT | $5,000 | |||||
| HUMANE SOCIETY OF VENTURA COUNTY | |||||||||||
| PO BOX 297 | OJAI | CA | 93024 | NONE | GENERAL SUPPORT | $5,000 | |||||
| UNBOUND | |||||||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | NONE | GENERAL SUPPORT | $5,000 | |||||
| FISHER HOUSE FOUNDATION INC | |||||||||||
| PO BOX 791598 | BALTIMORE | MD | 21279 | NONE | GENERAL SUPPORT | $5,000 | |||||
| WORLD CENTRAL KITCHEN | |||||||||||
| ATTN DONOR SERV TEAM200 MASSACHU | WASHINGTON | DC | 20001 | NONE | GENERAL SUPPORT | $5,000 | 7TH FLOOR | ||||
| EAST BOSTON COMMUNITY SOUP KITCHEN | |||||||||||
| PO BOX 497 | EAST BOSTON | MA | 02128 | NONE | GENERAL SUPPORT | $5,000 | |||||
| WHY ME AND SHARRY'S HOUSE | |||||||||||
| 1152 PLEASANT STREET | WORCESTER | MA | 01602 | NONE | GENERAL SUPPORT | $5,000 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL SUPPORT | $10,000 | |||||
| WORLD WILDLIFE FUND | |||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | GENERAL SUPPORT | $10,000 | |||||
| ALZHEIMER'S ASSOCIATION | |||||||||||
| 225 N MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | NONE | GENERAL SUPPORT | $5,000 | |||||
| SCHOLARSHIP AMERICA | |||||||||||
| 1750 PENNSYLVANIA AVE NW PO BOX27 | WASHINGTON | DC | 20038 | NONE | GENERAL SUPPORT | $5,000 | |||||
| AMERICAN FUND FOR LSE | |||||||||||
| 31 HUDSON YARDS FLOOR 11 | NEW YORK | NY | 10001 | NONE | GENERAL SUPPORT | $5,000 | |||||
| WILDAID | |||||||||||
| 220 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | NONE | GENERAL SUPPORT | $25,000 | |||||
| ASIA SOCIETY | |||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | GENERAL SUPPORT | $5,000 | |||||
| AMERICAN BIRD CONSERVANCY | |||||||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | NONE | GENERAL SUPPORT | $5,000 | |||||
| CUTRED TAPE4HEROES | |||||||||||
| 62 GREENE STREET - 3RD FLOOR | NEW YORK | NY | 10012 | NONE | GENERAL SUPPORT | $5,000 | |||||
| HABITAL FOR HUMANITY SF | |||||||||||
| 300 MONTGOMERY STREET SUITE 450 | SAN FRANCISCO | CA | 94104 | NONE | GENERAL SUPPORT | $5,000 | |||||
| CHILDREN'S HEALTH COUNCIL | |||||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | GENERAL SUPPORT | $5,000 | |||||
| JOBTRAIN | |||||||||||
| ATTNDEVDEPT 1200 OBRIEN DRIVE | MENLO PART | CA | 94025 | NONE | GENERAL SUPPORT | $5,000 | |||||
| EASTSIDE PREPARATORY SCHOOL | |||||||||||
| 10613 NE 38TH PLACE | KIRKLAND | WA | 98033 | NONE | GENERAL SUPPORT | $5,000 | |||||
| GOOD SHEPHERD GRACENTER | |||||||||||
| 1310 BACON STREET | SAN FRANCISCO | CA | 94134 | NONE | GENERAL SUPPORT | $5,000 | |||||
| THEATERWORKS | |||||||||||
| DEV DEPT PO BOX 50458 | PALO ALTO | CA | 94303 | NONE | GENERAL SUPPORT | $5,000 | |||||
| CATHERINE VIOLET HUBBARD ANIMAL SANCTUARY | |||||||||||
| PO BOX 3571 | NEWTOWN | CT | 06470 | NONE | GENERAL SUPPORT | $5,000 | |||||
| FOUNDATON FOR SARCOIDOSIS RESEARCH | |||||||||||
| 320 W OHIO ST SUITE 300 | CHICAGO | IL | 60654 | NONE | GENERAL SUPPORT | $5,000 | |||||
| FEEDING AMERICA | |||||||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | NONE | GENERAL SUPPORT | $5,000 | |||||
| OPEN MINDS LEBANON | |||||||||||
| NONE | GENERAL SUPPORT | $5,000 | AUBMC-SPEC KIDS CLINIC CENTER FL2 | BEIRUT | LE | 1107-2020 | |||||
| SOLVING KIDS CANCER | |||||||||||
| 1 EAST 53RD STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | GENERAL SUPPORT | $10,000 | |||||
| CLES (LEBANESE CENTER FOR SPECIAL EDUCATION) | |||||||||||
| NONE | GENERAL SUPPORT | $5,000 | SODECO STREET3RD FLBLDG SODECO1 | BEIRUT | LE | ||||||
| ACTION AGAINST HUNGER | |||||||||||
| ONE WHITEHALL STREET 2ND FLOOR | NEW YORK | NY | 10004 | NONE | GENERAL SUPPORT | $15,000 | |||||
| ZERO - THE END OF PROSTATE CANCER | |||||||||||
| 515 KING STREET SUITE 420 | ALEXANDRIA | VA | 22314 | NONE | GENERAL SUPPORT | $15,000 | |||||
| STANFORD | |||||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | NONE | GENERAL SUPPORT | $1,600,000 | |||||
| BEES FOR DEVELOPMENT NORTH AMERICA | |||||||||||
| 1951 GLASCO TURNPIKE | WOODSTOCK | NY | 12498 | NONE | GENERAL SUPPORT | $3,000 | |||||
| BEES ABROAD THE KEEPERS | |||||||||||
| NONE | GENERAL SUPPORT | $3,000 | SYMN LANE WOTTON-UNDER-EDGE | GLOUCESTERSHIRE | UK | GL 12 7BD | |||||
| BEES BEYOND BORDERS | |||||||||||
| 10 MILTON STREET | ST AUGUSTINE | FL | 32084 | NONE | GENERAL SUPPORT | $3,000 | |||||
| BEES4VETS | |||||||||||
| PO BOX 51551 | SPARKS | NV | 89435 | NONE | GENERAL SUPPORT | $7,000 | |||||
| PROJECT APIS M | |||||||||||
| PO BOX 26793 | SALT LAKE CITY | UT | 84126 | NONE | GENERAL SUPPORT | $2,000 | |||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | GENERAL SUPPORT | $3,000 | |||||
| PLANET BEE FOUNDATION | |||||||||||
| 3035 25TH AVENUE | SAN FRANCISCO | CA | 94132 | NONE | GENERAL SUPPORT | $8,000 | |||||
| KARMA HONEY PROJECT | |||||||||||
| 6815 BISCAYNE BLVD SUITE103315 | MIAMI | FL | 33138 | NONE | GENERAL SUPPORT | $6,000 | |||||
| ASIA SOCIETY | |||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | GENERAL SUPPORT | $51,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,951,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 | $2,037,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,038,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,038,349 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $268 | Amt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BEIGENE LTD (112,004 SHRS.) | StockNm |
| EOY Book Value | $4,642 | EOYBookValueAmt |
| EOYFMV | $24,634,160 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METZ LEWIS LLC | CategoryTxt |
| Legal Fees | $3,933 | LegalFeesAmt |
| Net Investment Income | $3,933 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2021 BALANCE DUE | $2,857 |
| 2022 FIRST QTR. ESTIM | $3,000 |
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