GRACE COMMUNICATIONS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GRACE COMMUNICATIONS FOUNDATION INC (EIN 26-4777735)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202313159349100201
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T23:02:45-06:00 | 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 | 264777735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE COMMUNICATIONS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 2127269161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 LEXINGTON AVENUE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELAINE LERNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127269161 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELAINE | PersonFirstNm |
| Person Last | LERNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-11-10 | 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 | $105,434,823 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,700,049 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,776 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,948,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,919,745 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $104,027,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,942,521 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $441,207 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $441,207 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,269,689 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,269,689 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,644,210 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,644,210 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,859 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,614 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,614 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $805,788 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $805,788 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $785,881 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $785,881 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $165,130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $165,130 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,170 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,170 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $291,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $291,433 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,508,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,468,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,509,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,469,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,517,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,942,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,763,608 | CashBOYAmt |
| Cash EOY | $965,627 | CashEOYAmt |
| Cash EOYFMV | $965,627 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,666,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,637,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,637,736 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,700,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,740,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,740,003 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $91,457 | OtherAssetsBOYAmt |
| Other Assets EOY | $91,457 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,457 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,222,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,434,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,434,823 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,222,389 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $105,428,823 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,222,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,428,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,222,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,434,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,222,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,517,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,689,142 | OtherIncreasesAmt |
| Subtotal | $105,428,823 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,428,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 13 SHRS. BERKSHIRE HATHAWAY INC. CLASS A | $5,954,544 | $1,034,860 | $4,919,684 | $4,919,684 | |
| UNITED STATES TREAS BILLS | $994,109 | $994,048 | $61 | $61 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,919,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,701 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,701 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,418 | 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 | $95,418 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,717 | OverpaymentAmt |
| Applied To ES Tax | $26,717 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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.GRACECOMMUNICATIONSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SIOBHAN MITCHELL | IndividualWithBooksNm |
| Phone | 2127269161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HELAINE LERNER | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | PRESIDENT, TREASURER, DIRECTOR | 35.00 | $16,207 | $640 | $0 |
| SCOTT CULLEN | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | VICE PRESIDENT, DIRECTOR, EXEC. DIR. | 40.00 | $425,000 | $56,616 | $0 |
| MARJORIE GILBERT | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | SECRETARY, DIRECTOR | 7.00 | $0 | $0 | $0 |
| BRAD GOLDBERG | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JUDITH LABELLE | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LESLIE SEFF | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | SENIOR ADVISOR | 37.00 | $325,000 | $43,225 | $0 |
| ELISA SCHORR | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | DIR. OF OPERATIONS A | 40.00 | $310,000 | $56,441 | $0 |
| PEGGY NEU | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | SENIOR ADVISOR | 40.00 | $320,000 | $28,347 | $0 |
| SIOBHAN MITCHELL | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | ACCOUNTING DIRECTOR | 40.00 | $265,000 | $54,663 | $0 |
| CHRIS GRIFFITHS | ||||||||
| 215 LEXINGTON AVENUE SUITE 1001 | NEW YORK | NY | 10016 | SENIOR ADVISOR | 40.00 | $250,000 | $54,803 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 27 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BERLIN ROSEN LTD | |||||
| 15 MAIDEN LANE - SUITE 1600 | NEW YORK | NY | 10038 | PUBLIC RELATIONS | $237,500 |
| BEN WYSKIDA | |||||
| 150 FORSYTH ST 5A | NEW YORK | NY | 10002 | STRATEGIC ADVISORY/DEVELOPMENT | $78,500 |
| PATTY LOVERA | |||||
| 4024 22ND ST NE | WASHINGTON | DC | 20018 | PROGRAMMATIC CONSULTING | $74,700 |
| AGILE CLOUD CONSULTING | |||||
| 276 5TH AVE - SUITE 704-3080 | NEW YORK | NY | 10001 | TECHNICAL DESIGN AND DEVELOPMENT | $57,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2022, THE FOODPRINT.ORG WEBSITE CONTINUED TO OFFER CONTENT AND RESOURCES ON SUSTAINABILITY THAT FOCUSED ON A RANGE OF TOPICS INCLUDING CLIMATE CHANGE, FOOD WASTE, FARMERS' MARKETS, FOOD LABELS AND INDUSTRIAL ANIMAL AGRICULTURE. THE ORGANIZATION PREPARED AN IN-DEPTH REPORT ON WILD SEAFOOD, ADDED "REGENERATIVE" LABELS TO ITS FOOD LABEL GUIDE AND AIRED 15 EPISODES OF A NEW PODCAST. IT CONTINUED TO PROVIDE CONTENT FOR CONSUMERS AND STUDENTS ABOUT OUR COUNTRY'S FOOD SYSTEM AND HOW TO MAKE CHOICES THAT SUPPORT A MORE SUSTAINABLE ONE, AND IT EXPANDED THE REACH OF THE SITE THROUGH PARTNERSHIPS, IN-PERSON OUTREACH, AND SEO. THE ORGANIZATION ALSO CONTINUED TO PROMOTE ITS WATER FOOTPRINT CALCULATOR EDUCATIONAL TOOL AND ACCOMPANYING EDUCATOR RESOURCES, INCLUDING A STANDARDS-ALIGNED WATER USE AND CONSERVATION CURRICULA FOR MIDDLE AND HIGH SCHOOL STUDENTS, TO PROVIDE INSIGHT AND UNDERSTANDING INTO HOW EVERYDAY ACTIVITIES AND BEHAVIORS HAVE A WATER CONSUMPTION AND USAGE COMPONENT TO THEM. | Description1Txt |
| Expenses1 | $1,567,537 | Expenses1Amt |
| Description2 | THE COMMUNICATIONS PROGRAM CREATED VARIOUS MATERIALS TO CONTINUE TO ADVANCE THE ORGANIZATION'S WORK IN FOOD SYSTEMS. IT PRODUCED, EDITED, AND DESIGNED MATERIALS IN THE AREAS OF FOOD SYSTEMS LEADERSHIP; AGROECOLOGY AND REGENERATIVE AGRICULTURE; AQUACULTURE; FOOD SYSTEMS COMMUNICATIONS; ENVIRONMENTAL SUSTAINABILITY AND ENVIRONMENTAL JUSTICE; AND OTHER FOOD SYSTEMS-RELATED TOPICS. IT CREATED DIGITAL AND PRINT REPORTS, ONE-PAGERS, BROCHURES, PRESS RELEASES, SOCIAL MEDIA ASSETS, AND OTHER COMMUNICATIONS MATERIALS FOR DISTRIBUTION ONLINE AND FOR CONVENINGS AND MEETINGS. IT CONDUCTED OUTREACH WITH FOOD SYSTEMS COLLABORATORS, AND TO PRODUCE AN ELECTRONIC NEWSLETTER TO AID IN THE DISSEMINATION OF INFORMATION ABOUT FOOD SYSTEMS AND ENVIRONMENTAL SUSTAINABILITY. | Description2Txt |
| Expenses2 | $2,550,226 | Expenses2Amt |
| Description3 | IN 2021 THE MONDAY CAMPAIGNS WORKED ON STRATEGIC COMMUNICATIONS RELATED TO THE PROMOTION OF SEVERAL OF ITS CAMPAIGNS, INCLUDING MEATLESS MONDAYS. THE FOUNDATION CONTINUED TO CREATE WEEKLY DIGITAL CONTENT AND FEATURE ARTICLES ABOUT HEALTHY PRACTICES, RECIPES, AND NEWS ABOUT SUCCESSFUL PROGRAM IMPLEMENTATIONS. WEEKLY E-NEWSLETTERS WERE DISTRIBUTED TO OVER 40,000 SUBSCRIBERS. IT ALSO BEGAN A COLLABORATION WITH THE FOOD SERVICE PUBLICATION TOTAL FOOD SERVICE, TO HIGHLIGHT ITS MEATLESS MONDAY CAMPAIGN. THE FOUNDATION ALSO CONDUCTED A DATA DECISIONS GROUP SURVEY OF ADULTS LIVING IN THE US TO GATHER INFORMATION ABOUT BROADSCALE CAMPAIGN RECOGNITION AND MORE DETAIL ABOUT PARTICIPANTS' HEALTH PRACTICES TO BETTER EVALUATE WHETHER THE "MONDAY" CUE HAS HELPED TO IMPROVE ENGAGEMENT IN HEALTHY BEHAVIORS. | Description3Txt |
| Expenses3 | $3,002,015 | Expenses3Amt |
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 | $63,940,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,893,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,833,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,833,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,002,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,831,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,291,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,291,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,701 | TotalTaxAmt |
| Distributable Before Adj | $3,222,871 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,222,871 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,222,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,469,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,469,981 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,222,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,135,449 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,954,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,668,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,136,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,277,147 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,171,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,469,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,222,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,247,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,419,049 | 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 | $6,135,449 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,283,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,954,449 | ExcessFromYear4Amt |
| Excess From Year3 | $6,668,821 | ExcessFromYear3Amt |
| Excess From Year2 | $8,136,073 | ExcessFromYear2Amt |
| Excess From Year1 | $8,277,147 | ExcessFromYear1Amt |
| Excess From Current Year | $6,247,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER EDUCATION FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 MILL STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | 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 | $16,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,448 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $327,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $327,224 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1 | 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | $99,767,328 | Yes (X) | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 2 | 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | $232,721 | Yes (X) | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 3 | 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | $3,700,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 217 SHRS. BERKSHIRE HATHAWAY INC. CLASS A | $99,767,328 | 2022-05-31 |
| 2 | 761 SHRS. BERKSHIRE HATHAWAY INC. CLASS B | $232,721 | 2022-05-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | $36,514 | $0 | $36,514 |
| OTHER ACCCOUNTING | $3,100 | $0 | $3,100 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 214 SHRS. BERKSHIRE HATHAWAY INC. CLASS A | $100,304,145 | $100,304,145 |
| 1411 SHRS. BERKSHIRE HATHAWAY INC. CLASS B | $435,858 | $435,858 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AXELROD, FINGERHUT & DENNIS | $4,565 | $0 | $4,565 |
| TRACEE A. DANNER, LLC | $1,025 | $0 | $1,025 |
| PATTERSON BELKNAP WEBB AND TYLER LLP | $10,024 | $0 | $10,024 |
| TYLER MCGUIRE, PC | $7,245 | $0 | $7,245 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $91,457 | BOYBookValueAmt |
| EOY Book Value | $91,457 | EOYBookValueAmt |
| EOYFMV | $91,457 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $42,050 | $0 | $42,050 |
| INSURANCE | $43,282 | $0 | $43,282 |
| PROMOTION AND OUTREACH | $160,022 | $0 | $160,022 |
| EQUIPMENT SUPPLIES AND MAINTENANCE | $7,407 | $0 | $7,407 |
| POSTAGE AND SHIPPING | $895 | $0 | $895 |
| PAYROLL PROCESSING | $6,037 | $0 | $6,037 |
| FILING FEES | $2,637 | $0 | $2,637 |
| MEMBERSHIP FEES | $10,949 | $0 | $10,949 |
| OFFICE EXPENSES | $14,179 | $0 | $14,179 |
| OFFICE RENOVATIONS | $3,975 | $0 | $3,975 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $6,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,689,142 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EMPLOYEE BENEFIT CONSULTING | $25,809 | $0 | $25,809 |
| IT SUPPORT | $47,460 | $0 | $47,460 |
| OTHER PROFESSIONAL FEES | $23,910 | $0 | $23,910 |
| PROGRAMMATIC CONSULTING | $179,102 | $0 | $179,102 |
| PUBLIC RELATIONS | $237,500 | $0 | $237,500 |
| STRATEGIC ADVISORY/DEVELOPMENT SERVICES | $172,200 | $0 | $172,200 |
| TECHNICAL DESIGN & DEVELOPMENT | $57,971 | $0 | $57,971 |
| TEMPORARY EMPLOYMENT AND NEW HIRE SEARCH | $61,836 | $0 | $61,836 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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