PETER ALFOND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PETER ALFOND FOUNDATION (EIN 22-3267949)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202313079349101761
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T18:48:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 223267949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER ALFOND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBEKAH ALFOND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBEKAH | PersonFirstNm |
| Person Last | ALFOND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-11-03 | 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 | 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 | $78,628,308 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,801,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,201,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$922,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,200,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $108,541 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $963,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,319,635 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $166,543 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $166,543 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,778 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,778 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,193 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,218 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $561,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $262,889 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $298,136 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $805 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $83,884 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $83,884 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,736 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $936,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $632,488 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,266,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,266,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,202,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,899,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,239,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,008,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $700,724 | CashBOYAmt |
| Cash EOY | $440,519 | CashEOYAmt |
| Cash EOYFMV | $440,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,532,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,413,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,413,222 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $77,280,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,543,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,774,567 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,614,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,397,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,628,308 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,982 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,982 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,731,246 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,843,640 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $39,879,773 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $37,527,577 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,611,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,371,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,614,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,397,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,611,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,239,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $75,371,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,371,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $31,486,375 | $32,873,481 | -$1,387,106 | -$1,387,106 |
| TILDEN PARK OFFSHORE INVESTMENT FUND LTD CLASS A-2 | P | $239,620 | $250,000 | -$10,380 | -$10,380 |
| CAPITAL GAINS THROUGH AG CS HOLDINGS FUND LP | P | $19,091 | $19,091 | ||
| CAPITAL GAINS DIVIDENDS | P | $474,642 | $474,642 | $474,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$903,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,920 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,920 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,394 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,394 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,474 | OverpaymentAmt |
| Applied To ES Tax | $18,474 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | HTTPS://PETERALFONDFOUNDATION.ORG/EN/ | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| REBEKAH ALFOND | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 7.00 | $0 | $0 | $0 |
| KYLE ALFOND | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SARAH BENSON RESIGNED 1022 | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DEBORAH ALFOND | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAIRO ESTRADA | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 7.00 | $0 | $0 | $0 |
| BARBARA CROWLEY | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KEVIN MAHANEY | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 2.00 | $0 | $0 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KINYTA SMALLS | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | PR EXECUTIVE DIRECTO | 40.00 | $96,543 | $11,272 | $0 |
| ADAM BURK BEGAN 0522 | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | SENIOR PROGRAM DIREC | 40.00 | $70,000 | $2,400 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPHY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT | $245,136 |
| JP MORGAN CHASE BANK | |||||
| 270 PARK AVE | NEW YORK | NY | 10017 | INVESTMENT MGMT FEES | $204,005 |
| 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 | $82,874,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,986,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,861,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,861,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,272,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,588,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,179,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,179,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,920 | TotalTaxAmt |
| Distributable Before Adj | $4,151,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,251,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,251,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,899,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,899,198 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,251,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $526,061 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,426,745 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,569,893 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $61,522,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,899,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,251,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $647,710 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,170,409 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,170,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $526,061 | ExcessFromYear4Amt |
| Excess From Year3 | $1,426,745 | ExcessFromYear3Amt |
| Excess From Year2 | $59,569,893 | ExcessFromYear2Amt |
| Excess From Current Year | $647,710 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CLIMATE TO THRIVE | ||||||||
| PO BOX 75 | MOUNT DESDERT | ME | 04660 | N/A | PC | MAINE YOUTH FOR CLIMATE JUSTICE | $30,000 | |
| AL SOL DE HOY | ||||||||
| 38 SECT FARALLON | BARRANQUITAS | PR | 00794 | N/A | PC | HURRICANE FIONA AID | $5,000 | |
| APEX YOUTH CONNECTION | ||||||||
| PO BOX 783 | BIDDEFORD | ME | 04005 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO INC | ||||||||
| PO BOX 2000 | CAGUAS | PR | 00726 | N/A | PC | EL JOSCO BRAVO AGROECOLOGIICAL PROJECT | $25,000 | |
| APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO INC | ||||||||
| PO BOX 2001 | CAGUAS | PR | 00727 | N/A | PC | EL JOSCO BRAVO COMPOSTING PROJECT | $40,000 | |
| APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO INC | ||||||||
| PO BOX 2002 | CAGUAS | PR | 00728 | N/A | PC | IALA HURRICANE FIONA AID | $20,000 | |
| APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO INC | ||||||||
| PO BOX 2003 | CAGUAS | PR | 00729 | N/A | PC | EL JOSCO BRAVO HURRICANE FIONA AID | $4,000 | |
| APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO INC | ||||||||
| PO BOX 2004 | CAGUAS | PR | 00730 | N/A | PC | BORICUA HURRICANE FIONA AID | $10,000 | |
| BANGOR HOUSING DEVELOPMENT CORPORATION | ||||||||
| 161 DAVIS RD | BANGOR | ME | 04401 | N/A | PC | FAMILIES FORWARD | $50,000 | |
| BEAN COUNTERS LLC | ||||||||
| 30 CALLE SURF | RINCON | PR | 00677 | N/A | NC | FORGOTTEN FOREST PROJECT HURRICANE FIONA AID | $18,000 | |
| BETH ISRAEL CONGREGATION | ||||||||
| PO BOX 244 | BATH | ME | 04530 | N/A | PC | BUILDING RENOVATIONS | $100,000 | |
| BOYS AND GIRLS CLUB OF AUGUSTA MAINE | ||||||||
| 22 ARMORY ST | AUGUSTA | ME | 04330 | N/A | PC | AUGUSTA TEEN CENTER | $250,000 | |
| BOYS AND GIRLS CLUB OF BORDER TOWNS | ||||||||
| PO BOX 1459 | PRESQUE ISLE | ME | 04769 | N/A | PC | SUPPORT OF NATIVE CLUBS | $30,000 | |
| BOYS AND GIRLS CLUB OF PUERTO RICO | ||||||||
| PO BOX 79526 | CAROLINA | PR | 00984 | N/A | PC | SOCIAL-EMOTIONAL LEARNING PROGRAMS | $100,000 | |
| CARAS CON CAUSA | ||||||||
| CARAS 0433 PR | CATANO | PR | 009630433 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CARAS CON CAUSA | ||||||||
| CARAS 0433 PR | CATANO | PR | 009630434 | N/A | PC | HURRICANE FIONA AID | $10,000 | |
| CHABAD LUBAVITCH OF PUERTO RICO INC | ||||||||
| PMB 122 5900 ISLA VERDE AVE L-2 | CAROLINE | PR | 00979 | N/A | PC | HURRICANE FIONA AID | $1,000 | |
| COOPERATIVA MADRE TIERRA | ||||||||
| CALLE FERNANDO CALDER 469B URB | SAN JUAN | PR | 00919 | N/A | NC | HURRICANE FIONA AID | $5,000 | ROOSEVELT |
| CORP DE SERVICIOS DE SALUD Y DESAROLLO SCOCIOECONOMICO DEL OTOA | ||||||||
| PO BOX 2113 | UTUADO | PR | 00641 | N/A | PC | HURRICANE FIONA AID | $5,000 | |
| CORPORACION JUVENIL PARA EL DESAROLLO DE COMUNIDADES SOSTENIBLES | ||||||||
| 20 AVE LUIS MUNOZ MARIN PMB 179 | CAGUAS | PR | 00725 | N/A | PC | PR SMALL FARMER AND RANCHER ASSISTANCE | $191,525 | |
| CORPORACION JUVENIL PARA EL DESAROLLO DE COMUNIDADES SOSTENIBLES | ||||||||
| 21 AVE LUIS MUNOZ MARIN PMB 179 | CAGUAS | PR | 00726 | N/A | PC | HURRICANE FIONA AID | $20,000 | |
| CULTIVATING COMMUNITY | ||||||||
| PO BOX 3792 | PORTLAND | ME | 04104 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| FIDEICOMISO DE CONSERVACION DE PUERTO RICO | ||||||||
| PO BOX 9023554 | SAN JUAN | PR | 00902 | N/A | SOUNK | PUERTO RICO CLIMATE CORPS | $50,000 | |
| FINCA SEMILA | ||||||||
| SEMILA LLC | BARCELONETA | PR | 00652 | N/A | NC | HURRICANE FIONA AID | $5,000 | |
| FOUNDATION FOR PUERTO RICO | ||||||||
| PO BOX 364029 | SAN JUAN | PR | 00936 | N/A | PC | COMMUNITY LEADERSHIP ACADEMY | $265,466 | |
| FRIENDS OF KATAHDIN WOODS AND WATERS | ||||||||
| PO BOX 18177 | PORTLAND | ME | 04112 | N/A | PC | KATAHDIN LEARNING PROJECT | $30,000 | |
| FUNDACION CORTES | ||||||||
| PO BOX 363626 | SAN JUAN | PR | 00936 | N/A | PC | ART OF WELLNESS AND AGROECOLOGY | $40,000 | |
| GLOBAL EMPOWERMENT MISSION | ||||||||
| 1810 NW 94 AVE | DORAL | FL | 33132 | N/A | PC | BSTRONG CENTER FOR UKRAINIAN EVACUEES | $10,000 | |
| HAND IN HANDMANO EN MANO | ||||||||
| PO BOX 573 | MILBRIDGE | ME | 04658 | N/A | PC | RAYITOS DE SOL BILINGUAL DAYCARE | $50,000 | |
| HEARTY ROOTS | ||||||||
| PO BOX 302 | BRISTOL | ME | 04539 | N/A | PC | INTEGRATED SOCIAL WORKER | $30,000 | |
| HIAS | ||||||||
| 1300 SPRING ST STE 500 | SILVER SPRING | MD | 20910 | N/A | PC | UKRAINIAN AID: RIGHT TO PROTECTION | $25,000 | |
| HISPANIC FEDERATION | ||||||||
| 55 EXCHANGE PLACE 5TH FLO STE 501 | NEW YORK | NY | 10005 | N/A | PC | PUERTO RICO GENERAL OPERATING SUPPORT | $75,000 | |
| HOPE WORLDWIDE | ||||||||
| 290 INTERSTATE NORTH CIRCLE SE STE | ATLANTA | GA | 30339 | N/A | PC | UKRAINIAN RELIEF | $15,000 | 130 |
| INSTITUTO NUEVA ESCUELA | ||||||||
| PO BOX 23087 | SAN JUAN | PR | 009313087 | N/A | PC | NATURE IMMERSION CURRICULUM | $50,000 | |
| JANE STERN DORADO COMMUNITY LIBRARY INC | ||||||||
| PO BOX 609 | DORADO | PR | 006460609 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JANE STERN DORADO COMMUNITY LIBRARY INC | ||||||||
| PO BOX 610 | DORADO | PR | 006460610 | N/A | PC | HURRICANE FIONA AID: AC REPAIR | $4,276 | |
| JANE STERN DORADO COMMUNITY LIBRARY INC | ||||||||
| PO BOX 611 | DORADO | PR | 006460611 | N/A | PC | HURRICANE FIONA AID: NEW FLOORING | $60,000 | |
| JEWISH AGENCY FOR ISRAEL- NORTH AMERICAN COUNCIL | ||||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | N/A | PC | AID FOR UKRAINIAN JEWS | $15,000 | |
| JOBS FOR MAINE'S GRADUATES INC | ||||||||
| 65 STONE STREET | AUGUSTA | ME | 04330 | N/A | PC | BADGING MODEL DEVELOPMENT AND BGC COLLABORATION | $200,000 | |
| JOHNSON HALL INC | ||||||||
| PO BOX 777 | GARDINER | ME | 04345 | N/A | PC | ARTISTS IN SCHOOLS & SUMMER THEATER | $10,000 | |
| KNOX COUNTY HOMELESS COALITION | ||||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | N/A | PC | THE LANDING PLACE | $30,000 | |
| LA FINCA DE ABUELO MIGUEL | ||||||||
| HC 3 BOX 31930 | MOROVIS | PR | 00687 | N/A | NC | HURRICANE FIONA AID | $20,000 | |
| LEAD COLLABORATIVE PR INC | ||||||||
| 800 AVE ROBERTO H TODD | SAN JUAN | PR | 00907 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 | |
| MAINE AUDUBON SOCIETY | ||||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 04105 | N/A | PC | NATURE-BASED EDUCATION CONSORTIUM | $30,000 | |
| MAINE INITIATIVES | ||||||||
| 56 NORTH ST SUITE 100 | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MAINE INSIDE OUT | ||||||||
| PO BOX 1062 | LEWISTON | ME | 04243 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | N/A | PC | YOUTH THRIVING IN PLACE PROJECT | $30,000 | |
| MAINE ORGANIC FARMERS AND GARDNERS ASSOC | ||||||||
| PO BOX 170 | UNITY | ME | 04988 | N/A | PC | AGROECOLOGY CONTINUUM AND ASSESSMENT TOOL | $20,000 | |
| MAINE ORGANIC FARMERS AND GARDNERS ASSOC | ||||||||
| PO BOX 171 | UNITY | ME | 04989 | N/A | PC | RESILIENCE IN MAINE AGRICULTURE | $50,000 | |
| MAINE RESILIENCE BUILDING NETWORK | ||||||||
| PO BOX 333 | MANCHESTER | ME | 04351 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MAINE YOUTH ALLIANCE | ||||||||
| 78 A MAINE ST | BELFAST | ME | 04915 | N/A | PC | THE GAME LOFT | $25,000 | |
| MIDCOAST COMMUNITY ALLIANCE | ||||||||
| 4 OLD BRUNSWICK RD | BATH | ME | 04530 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MIDDLEBURY COLLEGE | ||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | N/A | PC | MAHANEY ARTS CENTER | $10,000 | |
| MONTE AZUL | ||||||||
| PO BOX 531 | MARICAO | PR | 00606 | N/A | PC | HURRICANE FIONA AID | $10,000 | |
| MONTE AZUL | ||||||||
| PO BOX 531 | MARICAO | PR | 00606 | N/A | PC | YABUCOA SUSTAINABLE AGRICULTURE HUB | $30,000 | |
| MOUNT DESERT LAND AND GARDEN PRESERVE | ||||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MUJERES DE ISLAS | ||||||||
| PO BOX 358 | CULEBRA | PR | 00775 | N/A | PC | HURRICANE FIONA AID | $4,000 | |
| NUESTRA ESCUELA | ||||||||
| 352 CALLE SAN CLAUDIO STE 1 PMB 133 | SAN JUAN | PR | 00926 | N/A | PC | HURRICANE FIONA AID: REPAIRS TO EXTERIORS | $13,659 | |
| OUT MAINE | ||||||||
| PO BOX 1723 | ROCKLAND | ME | 04841 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PARA LA NATURALEZA | ||||||||
| PO BOX 9023554 | SAN JUAN | PR | 00902 | N/A | POF | COMPOSTING PROJECT | $76,000 | |
| PARA LA NATURALEZA | ||||||||
| PO BOX 9023554 | SAN JUAN | PR | 00903 | N/A | POF | GASTRONOMY PROJECT | $100,000 | |
| PLATFORM FOR SOCIAL IMPACT | ||||||||
| PO BOX 79526 | CAROLINA | PR | 00984 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| PLENITUD INICIATIVAS ECO-EDUCATIVAS INC | ||||||||
| PO BOX 394 | LAS MARIAS | PR | 00670 | N/A | PC | SIEMBRA BORICUA PROGRAM | $75,000 | |
| PLENITUD INICIATIVAS ECO-EDUCATIVAS INC | ||||||||
| PO BOX 395 | LAS MARIAS | PR | 00671 | N/A | PC | SIEMBRA BORICUA PROGRAM IHO KEVIN MAHANEY | $75,000 | |
| PLENITUD INICIATIVAS ECO-EDUCATIVAS INC | ||||||||
| PO BOX 396 | LAS MARIAS | PR | 00672 | N/A | PC | HURRICANE FIONA AID | $6,200 | |
| PORTLAND COMMUNITY SQUASH | ||||||||
| 66 NOYES ST | PORTLAND | ME | 04103 | N/A | PC | ANNUAL ACCESS FUND | $30,000 | |
| PRODUCE LLC | ||||||||
| HC44 BOX 13470 | CAYEY | PR | 00736 | N/A | NC | FOOD INDEX RESEARCH ANALYSIS AND DATA VISUALIZATION | $82,500 | |
| PRODUCTORES DE CAFE DE PUERTO RICO INC | ||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | N/A | NC | HURRICANE FIONA AID: COLLABORATION WITH TECHNOSERVE | $2,500 | |
| PRODUCTORES DE CAFE DE PUERTO RICO INC | ||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | N/A | NC | HURRICANE FIONA AID | $19,600 | |
| PRODUCTORES DE CAFE DE PUERTO RICO INC | ||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | N/A | NC | AGROHUB RESEARCH PROJECT | $27,457 | |
| PRODUCTORES DE CAFE DE PUERTO RICO INC | ||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | N/A | NC | PLANTAINS FOR THE MOUNTAINS PROGRAM | $72,758 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| PO BOX 70362 | SAN JUAN | PR | 009368362 | N/A | PC | LOIZA YOUTH MENTORING PROGRAM | $25,000 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| PO BOX 70363 | SAN JUAN | PR | 009368363 | N/A | PC | COMUNIDAD DE CERCADILLO EN ACCION | $1,000 | |
| PUERTO RICO EDUCATION FOUNDATION | ||||||||
| PO BOX 10050 | SAN JUAN | PR | 00908 | N/A | PC | CAMINO HACIA LA META | $100,000 | |
| RAZOM INC | ||||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | N/A | PC | UKRAINE EMERGENCY RESPONSE | $20,000 | |
| RURAL ASPIRATIONS PROJECT | ||||||||
| 197 NICKERSON RD | SWANVILLE | ME | 04915 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SISTEMA UNIVERSITARIO ANA G MENDEZ INC | ||||||||
| PO BOX 21345 | SAN JUAN | PR | 00928 | N/A | PC | KINGBIRD INNOVATION CENTER | $1,000 | |
| SUNRISE COUNTY ECONOMIC COUNCIL | ||||||||
| 7 AMES WAY | MACHIAS | ME | 04654 | N/A | PC | FAMILY FUTURES DOWNEAST | $80,000 | |
| TECHNOSERVE | ||||||||
| 1777 N KENT ST STE 1100 | ARLINGTON | VA | 22209 | N/A | PC | REVIVAMOS NUESTRO CAFE | $20,000 | |
| THE TELLING ROOM | ||||||||
| 225 COMMERCIAL ST STE 201 | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| TREE STREET YOUTH | ||||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| TREKKERS | ||||||||
| 325 OLD COUNTY RD | ROCKLAND | ME | 04841 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| UNIVERSITY SYSTEM OF NEW HAMPSHIRE | ||||||||
| 25 CONCORD ROAD DUNLAP CENTER | DURHAM | NH | 03824 | N/A | PC | FOOD SOLUTIONS NEW ENGLAND | $30,000 | |
| VIEQUES CONSERVATION & HISTORICAL TRUST | ||||||||
| 138 CALLE FLAMBOYAN | VIEQUES | PR | 00765 | N/A | PC | MANTA EDUCATION PROGRAM | $14,769 | |
| WABANAKI PUBLIC HEALTH AND WELLNESS | ||||||||
| PO BOX 1356 | BANGOR | ME | 04402 | N/A | PC | WABANAKI HEALTH AND WELLNESS NEELOON PROJECT | $30,000 | |
| WABANAKI YOUTH IN SCIENCE | ||||||||
| PO BOX 215 | INDIAN ISLAND | ME | 044681254 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| WHY HUNGER | ||||||||
| 505 EITH AVE STE 2100 | NEW YORK | NY | 10018 | N/A | PC | EASTERN WOODLANDS REMATRIATION COLLECTIVE | $30,000 | |
| YELLOW TULIP PROJECT | ||||||||
| 533 CONGRESS ST | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,266,710 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,405 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,800,351 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $14 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$922,858 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY UBI LOSS THROUGH K-1S | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$60,655 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$59,236 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $947,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,165 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KEVIN MAHANEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 508 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $12,218 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,218 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGROEMPRESARIAS DE PUERTO RICO | |||||||||||
| PO BOX 1924 | LARES | PR | 00669 | 2021-08-27 | $50,000 | AIDING FEMALE FARMERS | $10,000 | 6/3/22 | 2022-06-03 | ||
| LA FINCA DE ABUELO MIGUEL INC | |||||||||||
| HC BOX 31930 | MOROVIS | PR | 00687 | 2021-08-27 | $45,000 | ORGANIC FODDER PROJECT AT FINCA PASTOREO | $45,000 | 12/31/2022 | 2023-10-12 | ||
| HACIENDA LA FLORIDA INC | |||||||||||
| HC 1 BOX 4150 CARR 135 RT 548 KM 39 | ADJUNTAS | PR | 00601 | 2021-09-02 | $97,730 | FORGOTTEN FOREST PROJECT | $97,730 | 12/31/2022 | |||
| PRODUCTORES DE CAFE DE PUERTO RICO INC | |||||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | 2022-01-11 | $2,500 | HURRICANE FIONA AID: COLLABORATION WITH TECHNOSERVE | $2,500 | 7/14/23 | 2023-07-14 | ||
| MONTE AZUL | |||||||||||
| PO BOX 531 | MARICAO | PR | 00606 | 2022-03-23 | $30,000 | YABUCOA SUSTAINABLE AGRICULTURE HUB | $30,000 | 10/26/23 - IN 60 MONTH TERMINATION UNDER SECTION 507(B)(1)(B) | 2022-10-26 | ||
| PRODUCTORES DE CAFE DE PUERTO RICO INC | |||||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | 2022-03-29 | $72,758 | PLANTAINS FOR THE MOUNTAINS PROGRAM | $72,758 | 9/25/23 | |||
| PARA LA NATURALEZA | |||||||||||
| PO BOX 9023554 | SAN JUAN | PR | 00902 | 2022-07-21 | $76,000 | COMPOSTING PROJECT | $0 | 6/2/23 | 2023-06-02 | REALLOCATED TO FOOD DOCUSERIES IN JULY 2023 | |
| PRODUCE LLC | |||||||||||
| HC 44 BOX 13470 | CAYEY | PR | 00736 | 2022-08-11 | $82,500 | FOOD INDEX RESEARCH ANALYSIS AND DATA VISUALIZATION | $6,900 | 9/25/23 | 2023-09-25 | ||
| FINCA SEMILA | |||||||||||
| SEMILA LLC | BARCELONETA | PR | 00652 | 2022-09-27 | $5,000 | HURRICANE FIONA AID | $2,021 | 9/25/23 | 2023-09-25 | ||
| LA FINCA DE ABUELO MIGUEL | |||||||||||
| HC 3 BOX 31930 | MOROVIS | PR | 00687 | 2022-09-30 | $20,000 | HURRICANE FIONA AID | $20,000 | 3/28/23 | 2023-03-28 | ||
| MONTE AZUL | |||||||||||
| PO BOX 531 | MARICAO | PR | 00606 | 2022-09-30 | $10,000 | HURRICANE FIONA AID | $10,000 | 10/26/23 - IN 60 MONTH TERMINATION UNDER SECTION 507(B)(1)(B) | 2022-10-26 | ||
| PRODUCTORES DE CAFE DE PUERTO RICO INC | |||||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | 2022-09-30 | $19,600 | HURRICANE FIONA AID | $19,600 | 7/14/23 | 2023-07-14 | ||
| COOPERATIVA MADRE TIERRA | |||||||||||
| CALLE FERNANDO CALDER 469B URB | SAN JUAN | PR | 00919 | 2022-10-13 | $5,000 | HURRICANE FIONA AID | $5,000 | 12/12/22 | 2022-12-12 | ROOSEVELT | |
| PRODUCTORES DE CAFE DE PUERTO RICO INC | |||||||||||
| PO BOX 945 | ADJUNTAS | PR | 00601 | 2022-10-13 | $27,457 | AGROHUB RESEARCH PROJECT | $0 | 12/12/22 | 2022-12-12 | REALLOCATED TO CLIMATE SMART PARTNERSHIP IN APRIL 2023 | |
| BEAN COUNTERS LLC | |||||||||||
| 30 CALLE SURF | RINCON | PR | 00677 | 2022-11-10 | $18,000 | FORGOTTEN FOREST PROJECT HURRICANE FIONA AID | $18,000 | 12/1/22 | 2022-12-01 | ||
| FIDEICOMISO DE CONSERVACION DE PUERTO RICO | |||||||||||
| PO BOX 9023554 | SAN JUAN | PR | 00902 | 2022-11-16 | $50,000 | PUERTO RICO CLIMATE CORPS | $50,000 | 12/31/2022 | 2023-09-26 | ||
| PARA LA NATURALEZA | |||||||||||
| PO BOX 9023554 | SAN JUAN | PR | 00903 | 2022-12-08 | $100,000 | GASTRONOMY PROJECT | $90,954 | 3/20/23 | 2023-03-20 | ||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MHS CAPITAL PARTNERS III, LP | AT COST | $132,500 | $126,932 |
| PEG GLOBAL PRIVATE EQUITY IX | AT COST | $1,014,066 | $1,339,503 |
| PEG GLOBAL PRIVATE EQUITY X SA | AT COST | $216,976 | $189,283 |
| PEPPERTREE CAPITAL FUND VIII QP | AT COST | $935,000 | $1,302,556 |
| ALTAS PARTNERS HOLDINGS II LP | AT COST | $760,019 | $901,300 |
| RMWC DIRECT LENDING OPPORTUNITIES FUND III LP | AT COST | $461,829 | $556,656 |
| REDCAR FUND I LP | AT COST | $804,191 | $925,603 |
| INVICTUS OPPORTUNITY FUND II LP | AT COST | $1,633,573 | $1,928,018 |
| ANGELO GORDON CS HOLDINGS FUND, LP | AT COST | $1,553,658 | $2,127,311 |
| COHEN & STEERS REAL ESTATE-F (CREFX) 276,420.52 SHRS | AT COST | $4,751,532 | $4,190,535 |
| DODGE & COX INCOME (DODIX) 142,715.84 SHRS | AT COST | $2,059,889 | $1,739,706 |
| DOUBLELINE TTL RTRN BND-R6 (DDTRX) 140,693.06 SHRS | AT COST | $1,497,970 | $1,235,285 |
| FIDELITY 500 INDEX-INST PRM (FXAIX) 59,615.22 SHARES | AT COST | $6,464,819 | $7,936,107 |
| FIDELITY INTL INDX-INST PRM (FSPSX) 77,891.023 SHRS | AT COST | $2,848,145 | $3,208,331 |
| GOSVENOR ALTERNATIVE INVESTMENT 8,629.885 SHRS | AT COST | $9,525,000 | $10,523,124 |
| HEALTH CARE SELECT SECTOR (XLV) 15,650 SHRS | AT COST | $1,624,641 | $2,126,053 |
| INVESCO QQQ TRUST SERIES 1 (QQQ) 9,981 SHRS | AT COST | $2,613,659 | $2,657,741 |
| ISHARES CORE MSCI EMERGING (IEMG) 76,857 SHRS | AT COST | $4,136,855 | $3,589,222 |
| ISHARES GOLD TRUST (IAU) 20,540 SHRS | AT COST | $730,883 | $710,478 |
| ISHARES MSCI INDIA ETF (INDA) 17,912 SHRS | AT COST | $525,156 | $747,647 |
| ISHARES MSCI JAPAN ETF (EWJ) 33,819 SHRS | AT COST | $1,986,121 | $1,841,106 |
| ISHARES RUSSELL 1000 VALUE E (IWD) 15,494 SHRS | AT COST | $2,045,231 | $2,349,665 |
| JPM MANAGED INCOME FD - USD - L (JMGIX) 254,426.51 SHRS | AT COST | $2,551,797 | $2,539,176 |
| OAKMARK INTERNATIONAL-R6 (OAZIX) 71,904.273 SHRS | AT COST | $1,579,607 | $1,650,922 |
| PARNASSUS CORE EQUITY-INST (PRILX) 60,324.027 SHRS | AT COST | $2,871,577 | $2,837,039 |
| PIMCO COMMODITYPL STRAT-INS (PCLIX) 156,448.001 SHRS | AT COST | $1,172,882 | $1,076,362 |
| PIMCO TOTAL RETURN FUND-INST (PTTRX) 91,157.38 SHRS | AT COST | $979,388 | $771,784 |
| SCHWAB U.S. TIPS ETF (SCHP) 29,614 SHRS | AT COST | $1,789,836 | $1,533,709 |
| T ROWE PRICE NEW ASIA-I (PNSIX) 44,779.486 SHRS | AT COST | $896,835 | $712,442 |
| VANECK OIL SERVICES ETF (OIH) 2,591 SHRS | AT COST | $505,533 | $787,794 |
| VANGUARD FTSE EUROPE ETF (VGK) 28,732 SHRS | AT COST | $1,720,791 | $1,592,902 |
| VANGUARD MID-CAP ETF (VO) 3,873 SHRS | AT COST | $605,843 | $789,356 |
| VANGUARD TOT BD MKT IDX-ADM (VBTLX) 601,019 SHRS | AT COST | $5,841,911 | $5,697,667 |
| VANGUARD S&P 500 VALUE ETF (VOOV) 10,258 SHARES | AT COST | $1,294,287 | $1,436,035 |
| ISHARES MSCI CANADA ETF (EWC) 15,075 SHARES | AT COST | $498,452 | $493,405 |
| VANECK GOLD MINERS ETF (GDX) 22,533 SHARES | AT COST | $919,340 | $645,796 |
| ISHARES 7-10 YEAR TREASURY B (IEF) 7,024 SHARES | AT COST | $687,053 | $672,759 |
| VANGUARD S&P 500 GROWTH ETF (VOOG) 6,093 SHARES | AT COST | $1,306,613 | $1,285,257 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $5,193 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,193 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $25,030 | $0 | $25,030 |
| BANKING FEES | $110 | $0 | $110 |
| OFFICE EXPENSES | $15,596 | $0 | $15,596 |
| PARTNERSHIP EXPENSES | $0 | $43,440 | $0 |
| REDCAR FUND I LP - PARTNERSHIP FEE | $3,880 | $3,880 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (LOSS) THROUGH K-1S | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $108,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEE | $295,136 | $0 | $295,136 |
| INVESTMENT MANAGEMENT FEES | $244,466 | $244,466 | $0 |
| WEALTH MANAGEMENT CONSULTING | $18,423 | $18,423 | $0 |
| LEARNING COHORT FEE | $3,000 | $0 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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