COYDOG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COYDOG FOUNDATION (EIN 36-3479461)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349102566
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2023-11-14T11:12:58-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475611445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY OFFICE SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30218 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | 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 | 363479461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COYDOG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COYD | BusinessNameControlTxt |
| Phone | 8436281890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FOS PO BOX 30218 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HARRIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8436281890 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HARRIS | 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 | G MORGAN WILLIAMS | PreparerPersonNm |
| PTIN | P01442600 | PTIN |
| Phone | 8436281890 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $50,755,881 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,368,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,368,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $489,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,464,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $489,058 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$436,152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$441,270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,421,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,416,310 | 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 |
| Legal Fees Rev And Expnss | $1,940 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,595 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,580 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $138,490 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $138,490 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,966 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,620,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,620,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,978,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,966 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,633,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $443,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,148,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,503,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $812,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $812,378 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,688,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,531,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,114,861 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,380,894 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,380,894 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,412,773 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,253,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,541,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,415,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,826,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,266,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,755,881 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $474 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $459 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $459 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,826,306 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,266,254 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,826,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,266,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,826,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,266,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,826,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $443,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,269,718 | SubtotalAmt |
| Other Decreases | $3,464 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,266,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BNYM #4000 - 999.2 SH DODGE & COX FDS INTL STK FD | 2022-02-09 | 2022-05-11 | $42,486 | $50,000 | -$7,514 | -$7,514 | |
| BNYM #4000 - MARKETABLE SECURITIES (LT) | 2005-06-28 | 2022-05-11 | $457,514 | $351,849 | $105,665 | $105,665 | |
| BNYM #7010 - MARKETABLE SECURITIES (ST) | 2022-01-01 | 2022-12-31 | $1,149,287 | $1,213,656 | -$64,369 | -$64,369 | |
| BNYM #7010 - MARKETABLE SECURITIES (LT) | 2021-01-01 | 2022-12-31 | $934,878 | $604,490 | $330,388 | $330,388 | |
| BNYM #8120 - 15088.21 SH DODGE & COX FDS INTL STK FD | 2022-02-09 | 2022-11-21 | $650,000 | $755,014 | -$105,014 | -$105,014 | |
| REALIZED GAIN/LOSS FROM PASSTHROUGH | $81,745 | $81,745 | $81,745 | P | |||
| CAPITAL GAINS DIVIDENDS | $148,157 | $148,157 | $148,157 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $489,058 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,085 | 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 | $85,085 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69,123 | OverpaymentAmt |
| Applied To ES Tax | $35,000 | AppliedToESTaxAmt |
| Refund | $34,123 | 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 | IL | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8436281890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FAMILY OFFICE SOLUTIONS PO BOX | AddressLine1Txt |
| Address Line2 | 30218 | AddressLine2Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM W HARRIS | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | CHAIRMAN, PRESIDENT & TREA | 0.00 | $0 | $0 | $0 |
| ROBERTA HARRIS | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | VICE PRESIDENT, ASST TREAS | 0.00 | $0 | $0 | $0 |
| DAVID HARRIS | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | VICE PRESIDENT, SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $51,012,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,268,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,281,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,281,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $784,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,496,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,574,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,574,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,962 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $865 | IncomeTaxAmt |
| Total Tax | $16,827 | TotalTaxAmt |
| Distributable Before Adj | $2,558,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,558,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,558,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,633,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,633,095 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,558,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $293,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,633,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,558,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,079 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $368,419 | 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 | $368,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $293,340 | ExcessFromYear1Amt |
| Excess From Current Year | $75,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHILLES TRACK CLUB INC | ||||||||
| 42 W 38TH STREET SUITE 400 | NEW YORK | NY | 10018 | N/A | PC | GENERAL | $1,000 | |
| ALL STAR EMPIRE VOLLEYBALL CLUB | ||||||||
| 12103 NASHVILLE BLVD | SPRINGFIELD GARDENS | NY | 11413 | N/A | PC | GENERAL | $6,000 | |
| ANIMAL MEDICAL CENTER | ||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL | $5,000 | |
| ASPEN INSTITUTE INC | ||||||||
| 1000 N THIRD STREET | ASPEN | CO | 81611 | N/A | PC | GENERAL | $3,500 | |
| ASPEN MUSIC FESTIVAL AND SCHOOL | ||||||||
| 225 MUSIC SCHOOL RD | ASPEN | CO | 81611 | N/A | PC | GENERAL | $8,500 | |
| ASPEN PUBLIC RADIO | ||||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | N/A | PC | GENERAL | $3,000 | |
| ASPEN VALLEY HOSPITAL | ||||||||
| PO BOX 1639 | ASPEN | CO | 81612 | N/A | PC | GENERAL | $10,000 | |
| AUTHORS GUILD FOUNDATION | ||||||||
| 31 EAST 32ND STREET 7TH FLOOR | NEW YORK | NY | 10016 | N/A | SO | GENERAL | $1,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $25,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $1,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $20,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $1,000 | |
| BANK STREET SCHOOL FOR CHILDREN | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $20,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CENTER FOR TODDLER DEVELOPMENT | $5,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CENTER FOR TODDLER DEVELOPMENT | $5,000 | |
| BAZELON CENTER FOR MENTAL HEALTH LAW | ||||||||
| 1101 15TH STREET NW SUITE 1212 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $2,000 | |
| BRAZELTON TOUCHPOINTS FOUNDATION | ||||||||
| 1295 BOYLSTON STREET STE 320 | BOSTON | MA | 02215 | N/A | PC | GENERAL | $100,000 | |
| BRONX COMMUNITY CHARTER SCHOOL | ||||||||
| 3170 WEBSTER AVENUE | NEW YORK | NY | 10458 | N/A | PC | GENERAL | $1,000 | |
| CALLEN-LORDE COMMUNITY HEALTH CENTER | ||||||||
| 356 WEST 18TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL | $1,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | GENERAL | $60,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $1,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $1,000 | |
| CHANGING PERSPECTIVES | ||||||||
| 743 ROGERS HILL ROAD | BRADFORD | VT | 05033 | N/A | PC | GENERAL | $2,500 | |
| CHEMO BAG PROJECT | ||||||||
| 268 LANE ROAD | CHESTER | NH | 03036 | N/A | PC | GENERAL | $1,000 | |
| CHILDREN'S HOSPITAL TRUST | ||||||||
| 1 AUTUMN 731 | BOSTON | MA | 02115 | N/A | PC | GENERAL | $4,000 | |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $137,744 | 30218 |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $176,266 | 30218 |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $126,000 | 30218 |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $204,721 | 30218 |
| CITIZEN OPINION | ||||||||
| 10 G STREET NE STE 500 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL | $100,000 | |
| COLBY COLLEGE | ||||||||
| 4120 MAYFLOWER HILL | WATERVILLE | ME | 04901 | N/A | PC | GENERAL | $5,000 | |
| COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK | ||||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | N/A | PC | GENERAL | $5,000 | |
| CONNECTICUT VETERANS LEGAL CENTER | ||||||||
| 114 BOSTON POST ROAD 2ND FL | WEST HAVEN | CT | 06516 | N/A | PC | GENERAL | $2,000 | |
| CORNELL UNIVERSITY FOUNDATION | ||||||||
| DAY HALL LOBBY CORNELL UNIVERSITY | ITHACA | NY | 14853 | N/A | SOUNK | GENERAL | $20,000 | |
| COUCIL FOR THE ARTS AT MIT | ||||||||
| 77 MASS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $5,000 | |
| DALTON SCHOOL | ||||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $15,000 | |
| DALTON SCHOOL | ||||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $2,500 | |
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1333 H STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $50,000 | |
| ETHICAL CULTURE FIELDSTON SCHOOLS | ||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | N/A | PC | GENERAL | $15,000 | |
| FOOD RESEARCH AND ACTION CENTER | ||||||||
| 1875 CONNECTICUT AVE NW SUITE 540 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL | $5,000 | |
| FREEDOM TO READ FOUNDATION | ||||||||
| 50 EAST HURON STREET | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $10,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL | $5,000 | |
| FRIENDS OF ALTA | ||||||||
| PO BOX 8126 | ALTA | UT | 84092 | N/A | PC | GENERAL | $1,000 | |
| GAY MEN'S HEALTH CRISIS INC | ||||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL | $5,000 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL | $60,000 | |
| HANSOO LEE FELLOWSHIP MEMORIAL FUND | ||||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | N/A | PC | GENERAL | $1,000 | |
| HARRIS THEATRE FOR MUSIC AND DANCE | ||||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $10,000 | |
| HARRIS THEATRE FOR MUSIC AND DANCE | ||||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $5,000 | |
| INSTITUTE FOR PSYCHOANALYTIC TRAINING AND RESEARCH (IPTAR) | ||||||||
| 140 WEST 97TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $10,000 | |
| INSTITUTE ON TAXATION AND ECONOMIC POLICY | ||||||||
| 1616 P STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $50,000 | |
| IPAS | ||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PC | GENERAL | $10,000 | |
| JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES | ||||||||
| 135 WEST 50TH STREET 6TH FL | NEW YORK | NY | 10020 | N/A | PC | GENERAL | $500 | |
| JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INC | ||||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | N/A | PC | GENERAL | $15,000 | |
| JUVENILE LAW CENTER | ||||||||
| 1315 WALNUT STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | N/A | PC | GENERAL | $5,000 | |
| LITTLE RED SCHOOL HOUSE | ||||||||
| 40 CHARLTON STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $1,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL | $1,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL | $1,000 | |
| MATH FOR AMERICA | ||||||||
| 915 BROADWAY 16TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL | $5,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | GROUP | GENERAL | $5,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | GENERAL | $25,000 | |
| MILTON ACADEMY | ||||||||
| 170 CENTER STREET | MILTON | MA | 02186 | N/A | PC | GENERAL | $5,000 | |
| MOUNT SINAI ADOLESCENT HEALTH CENTER | ||||||||
| 312-320 EAST 94TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $6,000 | |
| MUSEUM OF FINE ARTS - BOSTON | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $1,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $25,000 | |
| NATIONAL COALITION AGAINST CENSORSHIP | ||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $40,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL | $1,000 | |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULTURE (NMAAHC) | ||||||||
| 1000 JEFFERSON DRIVE S W | WASHINGTON | DC | 20560 | N/A | PC | GENERAL | $1,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | N/A | PC | GENERAL | $200,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | PC | GENERAL | $500 | |
| NEW YORK ROAD RUNNERS FOUNDATION | ||||||||
| 9 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $1,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $10,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $5,000 | |
| NEWARK PUBLIC RADIO - WBGO | ||||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | N/A | PC | GENERAL | $20,000 | |
| NEWARK PUBLIC RADIO - WBGO | ||||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | N/A | PC | GENERAL | $1,000 | |
| OGLALA LAKOTA COLLEGE | ||||||||
| 3 MILE CREEK RD | KYLE | SD | 57752 | N/A | PC | GENERAL | $1,000 | |
| PARENTING JOURNEY | ||||||||
| 366 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | N/A | PC | GENERAL | $2,000 | |
| PAUL TAYLOR FOUNDATION | ||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL | $1,000 | |
| PEN AMERICAN CENTER | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $40,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $250,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL | $50,000 | |
| PLANNED PARENTHOOD LEAGUE OF GREATER NORTHERN NEW JERSEY | ||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL | $3,000 | |
| PLANNED PARENTHOOD LEAGUE OF NORTHERN NEW ENGLAND | ||||||||
| 128 LAKESIDE AVENUE SUITE 301 | BURLINGTON | VT | 05401 | N/A | PC | GENERAL | $3,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD OF GULF COAST | ||||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD OF ROCKY MOUNTAINS | ||||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD ASSOCIATION OF UTAH | ||||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL | $3,000 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 34 EAST 12TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL | $1,000 | |
| QUIT (QUAKER INITIATIVE TO END TORTURE) | ||||||||
| 7514 KENSINGTON STREET | PITTSBURGH | PA | 15221 | N/A | PC | GENERAL | $6,500 | |
| REACH OUT AND READ | ||||||||
| 56 ROLAND STREET STE 100D | BOSTON | MA | 02129 | N/A | PC | GENERAL | $40,000 | |
| REACH OUT AND READ | ||||||||
| 56 ROLAND STREET STE 100D | BOSTON | MA | 02129 | N/A | PC | GENERAL | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 111 FRANKLIN STREET 12TH FLOOR | OAKLAND | CA | 94607 | N/A | PC | GENERAL | $150,000 | |
| RIVERSIDE PARK FUND | ||||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NEW YORK | NY | 10115 | N/A | PC | GENERAL | $5,000 | |
| SEXUALITY INFORMATION AND EDUCATION COUNCIL OF THE US (SIECUS) | ||||||||
| 90 JOHN STREET SUITE 402 | NEW YORK | NY | 10038 | N/A | PC | GENERAL | $15,000 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $7,500 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $2,000 | |
| STREET SQUASH | ||||||||
| 40 WEST 116TH STREET | NEW YORK | NY | 10026 | N/A | PC | GENERAL | $12,000 | |
| SUNY NEW PALTZ FOUNDATION | ||||||||
| 1 HAWK DRIVE | NEW PALTZ | NY | 12561 | N/A | PC | GENERAL | $10,000 | |
| THEATRE FOR A NEW AUDIENCE INC | ||||||||
| 154 CHRISTOPHER STREET 3D | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $10,000 | |
| THINK SMALL | ||||||||
| 10 YORKTON COURT ST | ST PAUL | MN | 55117 | N/A | PC | GENERAL | $10,000 | |
| TOWN SCHOOL | ||||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL | $4,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK STREET 300 | MINNEAPOLIS | MN | 55455 | N/A | PC | GENERAL | $1,000 | |
| UNIVERSITY OF NORTH CAROLINA | ||||||||
| 301 EAST CAMERON AVENUE | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL | $172,269 | |
| VANDERBILT UNIVERSITY INSTITUTE FOR PUBLIC POLICY STUDIES | ||||||||
| BOX 1817 STATION B VANDERBILT | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $1,000 | UNIVERSITY |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||
| VU STATION B 357727 | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $1,000 | |
| VILLAGE COMMUNITY SCHOOL | ||||||||
| 272 WEST 10TH STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $1,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL | $5,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL | $25,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL | $25,000 | |
| WHEATON COLLEGE | ||||||||
| 26 E MAIN STREET | NORTON | MA | 027662322 | N/A | PC | GENERAL | $15,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $1,200 | |
| WILD SALMON CENTER | ||||||||
| 721 NW NINTH AVE STE 300 | PORTLAND | OR | 97209 | N/A | PC | GENERAL | $2,000 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | GENERAL | $1,000 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | GENERAL | $4,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | GROUP | GENERAL | $5,000 | |
| ZERO TO THREE | ||||||||
| 1255 23RD STREET NW STE 350 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,620,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,368,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $489,058 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,118 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$441,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,118 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,416,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,421,428 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING HARRIS FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 NORTH WACKER DRIVE SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061899 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $11,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | 2022-03-01 | $137,744 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $137,744 | NO |
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | 2022-06-01 | $176,266 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $176,266 | NO |
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | 2022-09-01 | $126,000 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $126,000 | NO |
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | 2022-12-01 | $204,721 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $204,721 | NO |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL DESCRIPTION DETAIL | IdentifierTxt |
| Form And Line Reference | FORM 8886, LINE 7 | FormAndLineReferenceDesc |
| Medium Explanation | THE REPORTABLE LOSS TRANSACTIONS RELATED TO CURRENCY FORWARDS ARE:CURRENCY CURRENCY TRADE SETTLE RECOGNIZED PAYABLE RECEIVABLE DATE DATE LOSS241,612 USD 215,825 PLN 01/14/2022 04/27/2022 -25,786496,687 USD 465,919 EUR 01/20/2022 04/26/2022 -30,769295,644 USD 270,963 EUR 01/31/2022 05/02/2022 -18,941304,053 USD 279,074 EUR 02/03/2022 05/02/2022 -24,979299,281 USD 252,523 JPY 02/17/2022 06/22/2022 -46,758299,923 USD 254,132 JPY 02/24/2022 06/22/2022 -45,791254,076 USD 228,508 NOK 03/02/2022 06/13/2022 -25,568236,920 USD 208,990 CLP 03/07/2022 06/30/2022 -27,929202,905 USD 181,209 NOK 03/17/2022 06/13/2022 -21,696266,403 USD 237,501 SEK 04/05/2022 07/07/2022 -28,902328,887 USD 302,162 PLN 04/22/2022 07/27/2022 -26,725557,479 USD 527,836 EUR 04/26/2022 07/26/2022 -29,6431,041,221 USD 968,454 EUR 04/21/2022 07/26/2022 -72,7661,067,096 USD 970,170 JPY 06/16/2022 09/26/2022 -96,927351,875 USD 324,956 CLP 06/23/2022 09/26/2022 -26,919252,702 USD 230,308 SEK 06/29/2022 10/07/2022 -22,394955,335 USD 920,484 EUR 07/20/2022 11/02/2022 -34,851THE REPORTABLE LOSS TRANSACTIONS RELATED TO BOND TRANSACTIONS ARE:MEXICAN BONOS 7.750% 11/13/2042BUY DATE: 05/04/2015 SELL DATE: 03/24/2022 LOSS: $(746)BRAZIL NOTAS DO TESOURO NACION 10.000%BUY DATE: 07/23/2013 SELL DATE: 06/13/2022 LOSS: $(23,748)MEXICAN BONOS 7.750% 11/13/2042BUY DATE: 05/05/2015 SELL DATE: 06/29/2022 LOSS: $(13,942)BRAZIL NOTAS DO TESOURO NACION 10.000%BUY DATE: 07/23/2013 SELL DATE: 10/03/2022 LOSS: $(5,818)MEXICAN BONOS 7.750% 11/13/2042BUY DATE: 05/05/2015 SELL DATE: 10/03/2022 LOSS: $(3,626)BRAZIL NOTAS DO TESOURO NACION 10.000%BUY DATE: 07/23/2013 SELL DATE: 12/16/2022 LOSS: $(4,849)MEXICAN BONOS 7.750% 11/13/2042BUY DATE: 05/05/2015 SELL DATE: 12/16/2022 LOSS: $(1,904) | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $5,380,894 | EOYBookValueAmt |
| EOYFMV | $4,412,773 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $16,531,491 | EOYBookValueAmt |
| EOYFMV | $23,114,861 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,541,950 | BookValueAmt |
| EOYFMV | $22,415,869 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,940 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME ADJUSTMENT | Desc |
| Amt | $3,464 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP DEDUCTIONS | $138,158 | $138,158 | $0 |
| OTHER INVESTMENT EXPENSES | $332 | $332 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | -$436,152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$441,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$436,152 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO WWH/RHH | $444 | $444 |
| DUE TO HFO | $30 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $82,261 | $82,261 | $0 |
| CUSTODY FEES | $19,495 | $19,495 | $0 |
| ILLINOIS ANNUAL REPORT | $15 | $0 | $0 |
| ADMINISTRATIVE FEES | $11,595 | $0 | $11,595 |
| REGISTRATION FEES | $440 | $440 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $70,000 | $0 | $0 |
| FOREIGN TAXES PAID | $15,580 | $15,580 | $0 |
| STATE TAX | $5,000 | $0 | $0 |
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