SIEMENS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SIEMENS FOUNDATION (EIN 52-2136074)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202332279349101308
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T14:26:36-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522136074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEMENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEM | BusinessNameControlTxt |
| Phone | 7329063809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ETZWILER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7329063809 | PhoneNum |
| Signature | 2023-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ETZWILER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2023-08-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,118,955 | 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 | $5,400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,590,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,590,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,939,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,312 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,992,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,592,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $410,172 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $410,172 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $686,652 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $668,137 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,819 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,819 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $841,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $202,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $653,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $166,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $62,809 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,633 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,547 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,986 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,258,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,963,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,624,011 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,646,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,882,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,610,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$889,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,389,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,932,615 | CashBOYAmt |
| Cash EOY | $696,503 | CashEOYAmt |
| Cash EOYFMV | $696,503 | CashEOYFMVAmt |
| US Government Obligations BOY | $556,562 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,023,920 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,023,920 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $73,221,129 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,398,532 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,398,532 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $75,710,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,118,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,118,955 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $469,230 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $294,347 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,266,350 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,484,369 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,735,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,778,716 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $73,974,726 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $58,340,239 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,974,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,340,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,710,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,118,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,974,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$889,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,084,928 | SubtotalAmt |
| Other Decreases | $14,744,689 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,340,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST | PropertyDesc |
| Gross Sales Price | $21,939,151 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,937,839 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,312 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,312 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $104 | EsPenaltyAmt |
| Overpayment | $27,623 | OverpaymentAmt |
| Applied To ES Tax | $19,313 | AppliedToESTaxAmt |
| Refund | $8,310 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SIEMENS-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CRAIG DAVIS | IndividualWithBooksNm |
| Phone | 4044337453 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 NORTH POINT PARKWAY SUITE 300 | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ETZWILER | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CEO | 36.00 | $410,172 | $0 | $0 |
| CAMILLE JOHNSTON | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVE HOPPING | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID PACITTI | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DENISE QUARLES | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUAN CANTU | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARSHA SMITH | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RAJ BATRA | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM HOLT | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICOLA BATES | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | TREASURER | 2.00 | $0 | $0 | $0 |
| ROBERT MIGNELLA | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RANDI ROSENBERG | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | ASST SECRETARY | 2.00 | $0 | $0 | $0 |
| BARBARA HUMPTON | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CRYSTAL BRIDGEMAN | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 37.00 | $243,946 | $0 | $0 |
| JENIFFER HARPER TAYLOR | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 37.00 | $240,463 | $0 | $0 |
| RENEE MOLLOY | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM COORDINATOR | 38.00 | $129,827 | $0 | $0 |
| KEISHA BOYKINS | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM SPECIALIST | 38.00 | $83,100 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DISCOVERY EDUCATION | |||||
| 4350 CONGRESS ST | CHARLOTTE | NC | 28209 | PROGRAM ADMINISTRATION | $380,000 |
| NORTHERN TRUST | |||||
| 3282 NORTHSIDE PKWAY NW SUITE 100 | ATLANTA | GA | 30327 | INVESTMENT MANAGEMENT FEES | $202,784 |
| EDUCATION STRATEGY GROUP | |||||
| 4716 DRUMMOND AVE | CHEVY CHASE | MD | 20815 | TECHNICAL ASSISTANCE | $150,000 |
| LEUNG CONSULTING | |||||
| 4400 BRYN MAWR DRIVE | DALLAS | TX | 76225 | TRAINING | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $70,690,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,697,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,388,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,388,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,085,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,302,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,565,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,565,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,313 | TotalTaxAmt |
| Distributable Before Adj | $3,545,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,545,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,545,796 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,610,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,610,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,545,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,332,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,599,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,047,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,602,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,809,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,391,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,610,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,545,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,065,055 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,456,649 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,332,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,123,910 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,599,714 | ExcessFromYear4Amt |
| Excess From Year3 | $5,047,100 | ExcessFromYear3Amt |
| Excess From Year2 | $5,602,046 | ExcessFromYear2Amt |
| Excess From Year1 | $3,809,995 | ExcessFromYear1Amt |
| Excess From Current Year | $3,065,055 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEMENS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7329063809 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION NO LONGER AWARDS NEW SCHOLARSHIPS TO INDIVIDUALS. HOWEVER, DURING THE YEAR PAYMENTS ARE MADE WITH RESPECT TO SCHOLARSHIPS THAT WERE AWARDED IN PRIOR YEARS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| CHATTANOOGAHAMILTON COUNTY | |||||||
| 835 GEORGIA AVE STE 400 | CHATTANOOGA | TN | 374022232 | PC | SUPPORTING SOCIAL CAPITAL AND NETWORK DEVELOPMENT FOR LOCAL YOUNG ADULTS UNDER GUIDANCE OF ESG | $100,000 | |
| WASHINGTON ASSO OF COMMUNITY HEALTH | |||||||
| 101 CAPITOL AVE N | OLYMPIA | WA | 985011077 | PC | REACHPROGEXPPH1 | $237,760 | |
| UNITED WAY OF NY | |||||||
| 205 E 42ND ST FL12 | NEW YORK | NY | 100175738 | PC | CHOOSE HEALTHY LIFE GRANT | $500,000 | |
| SAN DIEGO STATE UNIVERSITY | |||||||
| 5250 CAMPANILE DR | SAN DEIGO | CA | 921821901 | PC | SUPPORTING SOCIAL CAPITAL AND NETWORK DEVELOPMENT FOR LOCAL YOUNG ADULTS UNDER GUIDANCE OF ESG | $100,000 | |
| SA TALENT INC | |||||||
| 1120 E PECAN ST | SAN ANTONIO | TX | 782051550 | PC | SUPPORTING SOCIAL CAPITAL AND NETWORK DEVELOPMENT FOR LOCAL YOUNG ADULTS UNDER GUIDANCE OF ESG | $100,000 | |
| PINELLAS COUNTY EDUCATION | |||||||
| 12090 STARKEY RD | LARGO | FL | 337732727 | PC | SUPPORTING SOCIAL CAPITAL AND NETWORK DEVELOPMENT FOR LOCAL YOUNG ADULTS UNDER GUIDANCE OF ESG | $100,000 | |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | PC | PARTNERSHIP TO ADVANCE YOUTH APPRETICESHIP PHASE 2 - EXPANDING YOUTH APPRENTICESHIP AS AN ECONOMIC AND EDUCATIONAL SUCCESS FOR STUDENTS | $100,000 | |
| NATIONAL MERIT SCHOLARSHIP CORP | |||||||
| 1560 SHERMAN AVENUE | CHICAGO | IL | 60693 | PC | SCHOLARSHIPS | $306,080 | |
| WASHINGTON ASSO OF COMMUNITY HEALTH | |||||||
| 101 CAPITOL AVE N | OLYMPIA | WA | 985011077 | PC | IN PARTNERSHIP WITH WA ASSOC. FOR COMMUNITY HEALTH, EXPANDING THEIR PROVEN APPRENTICESHIP MODEL FOR MEDICAL ASSISTANT, TRAINING MODEL FOR DENTAL ASSISTANT, AND DEVELOPING NEW OCCUPATIONAL TRAINING MODELS. | $757,000 | |
| NATIONAL LEAGUE OF CITIES | |||||||
| 660 N CAPITOL ST NW STE 450 | WASHINGTON | DC | 200011644 | PC | YOUTH EXCEL CITIES ADVANICING EQUITABLE YOUTH ECONOMIC RECOVERY & EMPOWERMENT | $1,231,436 | |
| ITIS SCHOLARSHIPS | |||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37217 | PC | CAREER PATH SCHOLARSHIP | $105,000 | |
| INTERNATIONAL SCHOLARSHIP | |||||||
| 40 BURTON HILLS BLVD SUIT 170 | NASHVILLE | TN | 37217 | PC | CAREER PATH SCHOLARSHIPS | $86,000 | |
| HEALTHY AMERICA FOUNDATION | |||||||
| 1501 16TH ST NW | WASHINGTON | DC | 200361401 | PC | SUPPORT OF SUMMER HEALTH FAIRS | $500,000 | |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 021112746 | PC | TWO-YEAR SPONSORSHIP OF WORKFORCE MATTERS, A PROFESSIONAL PEER FUNDER NETWORK UNDER FTEH | $50,000 | |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 021112746 | PC | SUPPORT FOR A MULTI-FUNDER COLLABORATIVE, CENTERING WORKERS OF COLOR IN WORKFORCE POLICY AND PROGRAM DESIGN, ADMINISTERED BY WORKFORCE MATTERS AND FTEH | $50,000 | |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 021112746 | PC | SPONSORSHIP OF 2022 WORKFORCE MATTERS CONFERENCE UNDER FTEH | $5,000 | |
| FOUNDATION FOR TACOMA STUDENTS | |||||||
| 912 S 9TH STREET | TACOMA | WA | 984054520 | PC | SUPPORTING SOCIAL CAPITAL AND NETWORK DEVELOPMENT FOR LOCAL YOUNG ADULTS UNDER GUIDANCE OF ESG | $100,000 | |
| NATIONAL CAREER TECH | |||||||
| 8484 GEORGIA AVE STE 320 | SILVER SPRING | MD | 20910 | PC | RECRUITMENT OF LEARNERS IN CTE | $140,860 | |
| SCHOLARSHIP PAYMENTS | |||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | INDIVIDUALS | SCHOLARSHIPS | $77,855 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,646,991 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON ASSO OF COMMUNITY HEALTH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CAPITOL AVE N | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 985011077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | IN PARTNERSHIP WITH WA ASSOC. FOR COMMUNITY HEALTH, EXPANDING THEIR PROVEN APPRENTICESHIP MODEL FOR MEDICAL ASSISTANT, TRAINING MODEL FOR DENTAL ASSISTANT, AND DEVELOPING NEW OCCUPATIONAL TRAINING MODELS. | GrantOrContributionPurposeTxt |
| Amt | $1,293,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,293,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,590,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,592,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,592,234 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIEMENS CORPORATION | ||||||
| 1 | 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | $3,500,000 | Yes (X) |
| SIEMENS MEDICAL SOLUTIONS USA INC | ||||||
| 2 | 40 LIBERTY BOULEVARD | MALVERN | PA | 19355 | $1,900,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,650 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,023,920 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,023,920 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST CONSOLIDATED - FUNDS -COMMON STOCK | FMV | $29,442,159 | $29,442,159 |
| NORTHERN TRUST CONSOLIDATED - EQUITIES ETF | FMV | $6,157,145 | $6,157,145 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - CORPORATE BONDS | FMV | $7,256,825 | $7,256,825 |
| NORTHERN TRUST CONSOLIDATED - FIXED INCOME ETF | FMV | $5,199,612 | $5,199,612 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - REAL ESTATE | FMV | $1,524,751 | $1,524,751 |
| NORTHERN TRUST CONSOLIDATED - MISCELLAENOUS | FMV | $4,000,000 | $4,000,000 |
| NORTHERN TRUST CONSOLIDATED - COMMON STOCK | FMV | $4,748,279 | $4,748,279 |
| NORTHERN TRUST - ACCRUED INCOME | FMV | $69,761 | $69,761 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $240 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $240 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $14,744,689 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND PROMOTION | $1,694 | $0 | $1,694 |
| MEMBERSHIPS | $16,473 | $0 | $31,973 |
| POSTAGE | $2,976 | $0 | $2,976 |
| SUPPLIES | $1,437 | $0 | $1,437 |
| MISCELLANEOUS | $14,906 | $0 | $14,906 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM ADMINISTRATION | $638,500 | $0 | $653,500 |
| INVESTMENT MANAGEMENT FEES | $202,784 | $202,784 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $62,809 | $0 | $62,809 |
| OTHER TAXES | $103,276 | $0 | $0 |
Comments