SPEEDWELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SPEEDWELL FOUNDATION (EIN 22-3764378)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-15
- IRS object ID
- 202332279349100928
- 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
- Contractor Compensation Expln
- Legal Fees 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 | 2023-08-15T13:29:49-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221536289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noke and Heard LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Morris Avenue | AddressLine1Txt |
| City | Summit | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | 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 | 223764378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Speedwell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEE | BusinessNameControlTxt |
| Phone | 9082738052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Montgomery Ferry Drive NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael G Messner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mr Michael G | PersonFirstNm |
| Person Last | Messner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOUGHERTY | PreparerPersonNm |
| PTIN | P00031300 | PTIN |
| Phone | 9082774145 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $150,194,770 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,686,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,686,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,822,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,718 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $826 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $124 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,774,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,773,288 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $124 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $16,298 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $15,666 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,786 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $305,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $109,853 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,435 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $9,435 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,130 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $31,270 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,270 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $448 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,460 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $484,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $448 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,947,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,947,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,432,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $448 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,121,489 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,658,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,599,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $428,891 | CashBOYAmt |
| Cash EOY | $444,794 | CashEOYAmt |
| Cash EOYFMV | $449,794 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,746,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,212,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,212,410 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $47,687 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $12,185,339 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $117,807,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,098,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,098,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,710,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,433,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,433,831 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $165,926,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,189,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,194,770 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,044 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,243 | AccountsPayableEOYAmt |
| Grants Payable BOY | $30,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,550,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $16,718 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $33,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,571,961 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $165,893,949 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $144,617,809 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,893,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,617,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,926,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,189,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,893,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,658,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $220,000 | OtherIncreasesAmt |
| Subtotal | $164,455,598 | SubtotalAmt |
| Other Decreases | $19,837,789 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,617,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST Covered Fidelity 644 | P | 2000-11-11 | 2022-12-31 | $113,698,081 | $112,414,201 | $1,283,880 | $1,283,880 |
| ST Fidelity 620 | P | 2000-11-11 | 2022-12-31 | $1,498,705 | $1,492,950 | $5,755 | $5,755 |
| ST JPM 8006 | P | 2000-11-11 | 2022-12-31 | $78,814,198 | $79,574,855 | -$760,657 | -$760,657 |
| ST JPM 7007 | P | 2000-11-11 | 2022-12-31 | $2,131,677 | $2,166,331 | -$34,654 | -$34,654 |
| ST JPM 7007 | P | 2000-11-11 | 2022-12-31 | $5,000 | $4,875 | $125 | $125 |
| LT JPM 8006 | P | 2000-11-11 | 2022-12-31 | $11,383,737 | $11,734,916 | -$351,179 | -$351,179 |
| LT JPM 7007 | P | 2000-11-11 | 2022-12-31 | $238 | $238 | $238 | |
| LT JPM 7007 | P | 2000-11-11 | 2022-12-31 | $2,291,155 | $2,348,220 | -$57,065 | -$57,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,938 | SubtotalAmt |
| Tax Based On Investment Income | $63,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,687 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,718 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $64,405 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $467 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marie Forte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128386055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 290637 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112290637 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mr Michael G Messner | ||||||
| 2 Gibbes Street | Charleston | SC | 294012302 | Trustee | 5.00 | $0 |
| Mrs Jenny K Messner | ||||||
| 2 Gibbes Street | Charleston | SC | 294012302 | Trustee | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Elizabeth Reynolds | |||||
| 1093 Clayton Millr River Rd | Southfield | MA | 01259 | Investment advice | $140,080 |
| Marie Forte | |||||
| 1879 East 28th ST | Brooklyn | NY | 11229 | administrative | $65,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $122,741,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,875,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $157,616,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $157,616,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,364,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $155,252,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,762,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,762,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,938 | TotalTaxAmt |
| Distributable Before Adj | $7,698,679 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,698,679 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,698,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,121,489 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,121,489 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,698,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,610,317 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,121,489 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,610,317 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,511,172 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,187,507 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mr Michael G Messner | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS USA | |||||||
| 120 Wall ST FL 4 | New York | NY | 10005 | None | PC | Student Scholarship Fund | $250,000 |
| Georgia Tech Foundation | |||||||
| 760 Spring Street NW Suite 400 | Atlanta | GA | 30308 | None | PC | Graduate Student Endowment $1,000,000Financial Service Lab $100,000Redesigning Cities Talk $95,000General Operation $2,000 | $1,217,000 |
| Cristo Rey Atlanta Jesuit High Scho | |||||||
| 222 Piedmont Avenue NE | Atlanta | GA | 30308 | None | PC | Scholarship program$10,245Other progams $150,000 | $160,245 |
| City Park Alliance | |||||||
| 1777 Chuch Street NW | Washington | DC | 20036 | None | PC | Equitable Park Funding Expansion and Strategic Planning Investment program. | $150,000 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PC | Minority Students scholarship program for the 2022-2023 school year. | $40,000 |
| Prospect Park Alliance | |||||||
| 95 Propect Park West | Brooklyn | NY | 11215 | None | PC | General Operating Support | $62,500 |
| Drexel Fund | |||||||
| 212 Broadway East 22777 | Seattle | WA | 98102 | PC | Education Projects within the Drexel Fund. This fund invests in financially sustainable schools serving low-income students in any state with publicly funded private school choice. | $250,000 | |
| United States Naval Academy Foundat | |||||||
| 247 King George ST | Annapolis | MD | 21402 | None | PC | $300K International programs$300K Unrestricted | $600,000 |
| National Charitable Endowment | |||||||
| 25 Old Kings Highway | Darien | CT | 06820 | None | PC | Donor Advised Fund | $4,000,000 |
| St Vincent Academy | |||||||
| 228 W Market ST | Newark | NJ | 07103 | None | PC | Promise Scholars program that awards full four year scholarship to ten ninth grade applicants. | $30,000 |
| St Joseph Pro Catholic High School | |||||||
| 2907 Federal Street | Camden | NJ | 08105 | None | PC | General Operations | $1,000 |
| Roman Catholic Archdiocese Atlanta | |||||||
| 2401 Lake Park Drive SE | Smyrna | GA | 30080 | None | PC | General Operations | $10,000 |
| National Association for Olmsted Pa | |||||||
| 1200 18TH Street NW Suitge 700 | Washington | DC | 20036 | None | PC | Conservation city parks | $25,000 |
| Piedmont Park Conservancy Inc | |||||||
| PO Box 7795 | Atlanta | GA | 30357 | None | PC | General Operations | $10,000 |
| Meals on Wheels Atlanta | |||||||
| 1705 Commerce Dr NW | Atlanta | GA | 30318 | PC | Fund Meals $10,000 | $10,000 | |
| Atlanta Botanial Garden | |||||||
| 1345 Piedmont Avenue Ne | Atlanta | GA | 30309 | None | PC | City Parks Alliance Program | $7,560 |
| Basilica of Sacred Heart of Jesus | |||||||
| 353 Peachtree St Ne | Atlanta | GA | 30306 | None | PC | General Operations | $11,800 |
| Bushnell Park Fdn | |||||||
| PO Box 230778 | Hartford | CT | 06123 | None | PC | General Operations | $2,500 |
| Camden Catholic High School | |||||||
| 300 Cuthbert Rd | Cherry Hill | NJ | 08002 | None | PC | General operations | $1,200 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | None | PC | General Operations | $10,000 |
| Girl Empowerment Network | |||||||
| 1111 W Mockingbird Ln | Dallas | TX | 75247 | None | PC | General Operations | $10,000 |
| Immigrant Legal Advocacy Project | |||||||
| PO Box 17917 | Portland | ME | 04112 | None | PC | Legal services for refugees and asylum seekers | $40,000 |
| Park Pride | |||||||
| PO Box 4936 | Atlanta | GA | 30302 | None | PC | General Operations | $25,000 |
| Samaritans of Cape Cod | |||||||
| 13 Steeple St | Mashpee | MA | 02649 | None | PC | General Operations | $5,000 |
| St Pius X Catholic High School | |||||||
| 2674 Johnson Rd NE | Atlanta | GA | 30345 | None | PC | Scholarship | $2,500 |
| West Hartford Youth Baseball League | |||||||
| PO Box 270186 | West Hartford | CT | 06107 | PC | Lighting Improvements to the baseball field | $11,500 | |
| Lehigh University | |||||||
| 27 Memorial Drive West | Bethehem | PA | 18015 | None | PC | Robert Behmer Scholarship for Engineering Study Overseas Summer | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,947,805 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,686,019 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $86,443 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| Olmstead Documentary | 3 | $124 |
| Other income | $768 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,686,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,335 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,774,180 | 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 | Accounting | CategoryTxt |
| Amt | $18,786 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Elizabeth Reynolds | ContractorPersonNm |
| Explanation | Travel expense reimbursement | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bourne Noll and Kenyon | $632 | $0 | $0 | $0 |
| Other legal | $15,666 | $0 | $0 | $15,666 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 Federal Excise Tax | $76,250 |
| Adjust 2021 Grant commitments | $220,000 |
| Book change in Grant Commitments - grants not deducted | $5,520,000 |
| Form 2210 Penalty | $467 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Dues | $1,332 | |||
| Interest and technology expense | $11,209 | |||
| Meetings | $2,617 | $2,617 | ||
| Office expense | $1,678 | |||
| Olmstead screening | $448 | $448 | $448 | |
| Subscriptions | $8,160 | $8,160 | ||
| Sundry grant expense | $3,945 | $3,945 | ||
| Trust for Public Land | $450 | $450 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Olmstead Documentary | $124 | $124 | |
| Other income | $768 | ||
| Other Investment Income | $826 | $826 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust 2021 Grant commitments | Desc |
| Amt | $220,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Asst Teacher | $14,813 | $0 | $0 | $14,813 |
| Broker fees | $85,137 | $85,137 | $0 | $0 |
| Foundation adminsitrator | $65,000 | $0 | $0 | $25,000 |
| Investment advisor ER | $140,080 | $70,040 | $0 | $70,040 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax 2022 | $63,938 | |
| Foreign tax | $10,130 | $10,130 |
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