ARTHUR VINING DAVIS FOUNDATION 2: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR VINING DAVIS FOUNDATION 2 (EIN 25-6041850)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349104630
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:00:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 256041850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR VINING DAVIS FOUNDATION #2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4122340023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122340023 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-11-14 | 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 | 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 | $101,929,843 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $356,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356,740 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,839,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,839,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,484,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,826,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,484,791 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $256 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $781,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,681,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,462,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $454,273 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,685 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $401,588 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $152,968 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $143,892 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $129,582 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $129,582 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,594 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,594 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,382 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,276 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,166 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,958 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $21,288 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,811 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $34,811 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $78,656 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $78,656 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $56,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $288,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,024,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $905,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,656,527 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,474,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,681,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,380,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,000,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,116,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,929,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,326,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,326,710 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Prepaid Expenses BOY | $14,397 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,321 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,321 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,421,615 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,010,503 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,010,503 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $88,488,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,472,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,472,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,661,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,026,519 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,026,519 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,154,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,955,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,955,014 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $110,346 | OtherAssetsBOYAmt |
| Other Assets EOY | $133,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $133,205 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $121,779,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,929,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,929,843 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,977,342 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,159,450 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $32,432 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44,143 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,009,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,203,593 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $119,770,092 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $98,726,250 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,770,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,726,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,779,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,929,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,770,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,000,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $116,769,963 | SubtotalAmt |
| Other Decreases | $18,043,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,726,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1. MISC INCOME | PropertyDesc |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $17,826,214 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,341,423 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,484,791 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,484,791 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,484,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,238 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,197 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,435 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,778 | TaxDueAmt |
| 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | 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 |
| Website Address | www.avdf.org | WebsiteAddressTxt |
| Individual With Books | BNY MELLON N A | IndividualWithBooksNm |
| Phone | 4122340023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON N A | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | COPRORATE TRUSTEE | 1 | $263,423 | |
| SERENA DAVIS HALL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | CHAIR | 5 | $0 | |
| JAMES COTE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| HALEY DAVIS MDOLE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| CHRISTOPHER DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| TAMARA DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JONATHAN DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| WILLIAM KEE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| DOROTHY DAVIS KEE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| MAYNARD DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| DR MICHAEL MURRAY | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | PRESIDENT | 20 | $122,985 | $27,022 |
| TIM MICHEL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TREASURER | 16 | $35,089 | $9,164 |
| ADORA GROSS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | SECRETARY | 16 | $32,776 | $8,581 |
| ALICIA JAWORSKI | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JOHN L KEE III | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| MARGARET DAVIS MAIDEN | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JOHN CHURCHILL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | DIRECTOR OF PROGRAMS | 0 | $71,115 | $17,815 |
| JESSICA RUSSELL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | DIRECTOR OF OPERATIO | 0 | $45,317 | $11,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $105,980,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $796,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,777,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,777,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,601,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,176,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,258,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,258,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,213 | TotalTaxAmt |
| Distributable Before Adj | $5,201,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,201,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,201,592 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,380,358 | 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 | $5,380,358 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,201,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,374,731 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,380,358 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,374,731 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,627 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,195,965 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR MICHAEL J MURRAY AVD FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 N HIGHWAY A1A SUITE 300 | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9043590670 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD REVIEW THE ADDITIONAL INFORMATION PROVIDED IN THE GRANTS SECTION OF THE FOUNDATION'S WEB PAGE AT S://WWW.AVDF.ORG/GRANTS/GRANTSEEKINGORGANIZATIONS.ASPX. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ADDITIONAL INFORMATION PROVIDED IN THE GRANTS SECTION OF THE FOUNDATION'S WEB PAGE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WJCT INC | ||||||||
| 100 FESTIVAL PARK AVENUE | JACKSONVILLE | FL | 322021309 | NONE | PC | SPECIAL PROJECTS | $12,500 | |
| SOLUTIONS JOURNALISM NETWORK | ||||||||
| 115 EAST 34TH STREET NO 1806 | NEW YORK | NY | 10156 | NONE | PC | ENVIRONMENTAL SOLUTIONS | $250,000 | |
| SOUTHEASTERN PENNSYLVANIA CONSORTIUM FOR | ||||||||
| 610 KING OF PRUSSIA ROAD | RADNOR | PA | 19087 | NONE | PC | PRIVATE HIGHER EDUCATION | $50,000 | HIGHER EDUCATION |
| CONSTRUCTIVE DIALOUGE INSTITUTE | ||||||||
| 244 MADISON AVENUE 1098 | NEW YORK | NY | 100162817 | NONE | PC | PRIVATE HIGHER EDUCATION | $152,586 | |
| CENTER TO ADVANCE PALLIATIVE CARE | ||||||||
| 55 WEST 125TH ST SUITE 1302 | NEW YORK | NY | 10027 | NONE | PC | PALLIATIVE CARE | $500,156 | |
| MICHIGAN COMMUNITY COLLEGE FOUNDATION | ||||||||
| 110 WEST MICHIGAN AVENUE SUITE 650 | LANSING | MI | 48933 | NONE | PC | PRIVATE HIGHER EDUCATION | $137,500 | |
| HIGHER EDUCTATION LEADERSHIP FOUNDATION | ||||||||
| 1203-B E GRAND BLVD 335 | MARSHALL | TX | 75670 | NONE | PC | PRIVATE EDUCATION | $50,000 | |
| DICKSON COLLEGE | ||||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | NONE | PC | PRIVATE HIGHER EDUCATION | $275,296 | |
| NETBROOK INC | ||||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | INTERFAITH LEADERSHIP AND | $216,000 | |
| MUSEUM OF SCIENCE AND HISTORY | ||||||||
| 1025 MUSEUM CIRCLE | JACKSONVILLE | FL | 32207 | NONE | PC | SPECIAL PROJECTS | $10,000 | |
| WORLD AFFAIRS COUNCIL | ||||||||
| 100 FESTIVAL PARK | JACKSONVILLE | FL | 32207 | NONE | PC | SPECIAL PROJECTS | $10,000 | |
| THE PEW CHARITABLE TRUSTS | ||||||||
| 901 E STREET NW | WASHINGTON | DC | 20004 | NONE | PC | INTERFAITH LEADERSHIP AND | $300,000 | |
| JOHNSON C SMITH UNIVERSITY | ||||||||
| 100 BEATTIES FORD RD | CHARLOTTE | NC | 28216 | NONE | PC | INTERFAITH LEADERSHIP AND | $119,200 | |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | NONE | PC | INTERFAITH LEADERSHIP AND | $123,085 | |
| THE GROUNDTRUTH PROJECT | ||||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $250,000 | |
| FIDELITY CHARITABLE | ||||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | NONE | PC | SPECIAL PROJECTS | $33,000 | |
| EMPLOYEE MATCHING GIFTS | ||||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | NONE | PC | EMPLOYEE MATCHING GIFTS | $720 | |
| ETHICS AND PUBLIC POLICY CENTER | ||||||||
| 1730 M STREET | WASHINGTON | DC | 20036 | NONE | PC | INTERFAITH LEADERSHIP AND | $20,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $150,000 | |
| PRX INCORPORATED | ||||||||
| 1380 SOLDIERS FIELD RD SUITE 2600 | BOSTON | MA | 021351023 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $77,700 | |
| INTERFAITH AMERICA | ||||||||
| 141 W JACKSON BLVD STE 3200 | CHICAGO | IL | 606043208 | NONE | PC | INTERFAITH LEADERSHIP AND | $200,000 | |
| THE KUHN FOUNDATION | ||||||||
| 723 EUCLID ST APT B | SANTA MONICA | CA | 904022945 | NONE | PF | INTERFAITH LEADERSHIP AND | $162,500 | |
| DOMINICAN UNIVERSITY | ||||||||
| 7900 DIVISION ST | RIVER FOREST | IL | 603051066 | NONE | PC | INTERFAITH LEADERSHIP AND | $205,350 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | PRIVATE HIGHER EDUCATION | $262,776 | |
| MINNESOTA PRIVATE COLLEGE FUND | ||||||||
| 445 MINNESOTA ST STE 500 | SAINT PAUL | MN | 551012123 | NONE | NONE | PRIVATE HIGHER EDUCATION | $99,600 | |
| BETHUNECOOKMAN UNIVERSITY | ||||||||
| 640 DR MARY MCLEOD BETHUNE BLVD | DAYTONA BEACH | FL | 321143012 | NONE | PC | INTERFAITH LEADERSHIP AND | $156,450 | |
| FRED ROGERS PRODUCTIONS | ||||||||
| 2100 WHARTON STREET SUITE 700 | PITTBURGH | PA | 15203 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $300,000 | |
| CHRISTIANITY TODAY | ||||||||
| 465 GUNDERSEN DR | CAROL STREAM | IL | 60188 | NONE | PC | INTERFAITH LEADERSHIP AND | $75,000 | |
| ITHAKA HARBORS | ||||||||
| ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | NONE | PC | PRIVATE HIGHER EDUCATION | $25,000 | |
| RITA & ALEX HILLMAN FOUNDATION | ||||||||
| ATTN LINDA LE VP OF OPERATIONS | NEW YORK | NY | 10003 | NONE | PC | PALLIATIVE CARE | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,474,419 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VIRGINIA FOUNDATION FOR IND COLLEG | |||||||
| 901 E BYRD ST | RICHMOND | VA | 23219 | NONE | PC | PRIVATE HIGHER EDUCATION | $175,000 |
| FRED ROGERS PRODUCTIONS | |||||||
| 2100 WHARTON STREET | PITTSBURGH | PA | 15203 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $600,000 |
| NY PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $100,000 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $1,000,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $800,000 |
| BETHUNE-COOKMAN UNIVERSITY | |||||||
| 640 DR MARY MCLOUD B | BAYTONA BEACH | FL | 321143012 | NONE | PC | INTERFAITH LEADERSHIP AND | $156,450 |
| BRIJ | |||||||
| 48 MARION ST | MEDFORD | MA | 02155 | NONE | PC | INTERFAITH LEADERSHIP AND | $50,000 |
| RITA ALEX HILLMAN FOUNDATION | |||||||
| 200 PARK AVE SOUTH | NEW YORK | NY | 10003 | NONE | PC | PALLIATIVE CARE | $250,000 |
| CENTER FOR EFFECTIVE PHILANTHROPY | |||||||
| 675 MASSACHUSETTS AV | CAMBRIDGE | MA | 02139 | NONE | PC | PALLIATIVE CARE | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,159,450 | TotalGrantOrContriApprvFutAmt |
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 | $356,740 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,839,257 | 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 | $1,484,791 | 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 | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBTI FROM PARTNERS | 900099 | $44,869 | 1 | -$44,869 |
| FEDERAL TAX REFUND | 1 | $256 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $44,869 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,636,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,681,044 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES | CategoryTxt |
| Amt | $26,382 | Amt |
| Net Investment Income | $5,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,106 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE RITA AND ALEX HILLMAN FOUNDATION | ||||||||||
| 200 PARK AVENUE SOUTH SUITE 1705 | NEW YORK | NY | 10003 | 2022-01-12 | $250,000 | ACTIVITIES FOR "EMERGENT INNOVATIONS: A PHILANTHROPIC PARTNERSHIP TO IMPROVE THE CARE OF THE SERIOUSLY ILL AND THOSE AT THE END OF LIFE | $250,000 | NO | 10/27/2022 | 2023-03-09 |
| THE KUHN FOUNDATION | ||||||||||
| 723 EUCLID ST | SANTA MONICA | CA | 90402 | 2022-10-28 | $162,500 | EASTERN TRADITIONS AND THE BIG QUESTIONS: CLOSER TO TRUTH TV BROADCASTS AND WEB VIDEOS | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $6,026,519 | EOYBookValueAmt |
| EOYFMV | $6,026,519 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $68,472,571 | EOYBookValueAmt |
| EOYFMV | $68,472,571 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,010,503 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,010,503 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $14,955,014 | BookValueAmt |
| EOYFMV | $14,955,014 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,594 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,594 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST AND DIVIDENDS | Desc |
| BOY Book Value | $110,346 | BOYBookValueAmt |
| EOY Book Value | $133,205 | EOYBookValueAmt |
| EOYFMV | $133,205 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON SECURITIES | Desc |
| Amt | $18,043,713 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE | $20,907 | $0 | $20,907 |
| IT SUPPORT | $13,369 | $0 | $13,369 |
| STAFF DEVELOPMENT | $7,703 | $0 | $7,703 |
| EQUIPMENT AND MAINTENANCE | $3,503 | $0 | $3,503 |
| RESOURCES AND PRINTING | $2,769 | $0 | $2,769 |
| MEMBERSHIPS | $2,054 | $0 | $2,054 |
| SUPPLIES | $1,997 | $0 | $1,997 |
| INSURANCE | $1,435 | $0 | $1,435 |
| FROM PARTNERSHIP/S-CORP | $288,200 | $0 | |
| MISCELLANEOUS | $2,519 | $0 | $2,519 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| PARTNERSHIP INCOME | $781,426 | |
| FEDERAL TAX REFUND | $0 | $256 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $32,432 | $38,070 |
| 990-T TAX PAYABLE | $6,073 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,166 | Amt |
| Disbursements Charitable Prps | $16,166 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE TAX PAYMENTS | $17,877 | $0 | $0 |
| FEDERAL EXCISE TAX | $33,793 | $0 | $0 |
| PAYROLL TAXES | $21,288 | $0 | $21,288 |
Comments