JOURNEY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOURNEY CHARITABLE FOUNDATION (EIN 76-0574341)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349104531
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T02:59:22-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742344265 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hibbetts & Speers PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 North Lamar - Suite 210 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787052024 | 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 | 760574341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Journey Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOUR | BusinessNameControlTxt |
| Phone | 7132667309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 Shadow Creek Court | AddressLine1Txt |
| City | Southlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760923400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erica Kernan | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2147831212 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Erica | PersonFirstNm |
| Person Last | Kernan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary Speers | PreparerPersonNm |
| PTIN | P00243523 | PTIN |
| Phone | 5124525711 | 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 | $4,343,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $95,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,845 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,535,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,845 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $54,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,684 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,074 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $788 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $917 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $71,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,464 | CashBOYAmt |
| Cash EOY | $3,516 | CashEOYAmt |
| Cash EOYFMV | $3,516 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,064 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $582,979 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $645,544 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $599,442 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,574,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,399,807 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,591,122 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,212,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $971,651 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $882,468 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,566,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,287,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,343,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,566,018 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,287,582 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,566,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,287,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,566,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,287,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,566,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,436 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,287,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,287,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATC Stock Sales | P | 2022-03-31 | 2022-06-30 | $694,725 | $737,280 | -$42,555 | -$42,555 |
| NATC Stock Sales | P | 2018-06-30 | 2022-06-30 | $568,775 | $623,357 | -$54,582 | -$54,582 |
| PNC Stock Sales | P | 2018-06-30 | 2022-06-30 | $259,808 | $207,736 | $52,072 | $52,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,711 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$42,555 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $535 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $535 | SubtotalAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,700 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $8,700 | OriginalReturnTaxPaidAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $8,154 | OverpaymentAmt |
| Applied To ES Tax | $8,154 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Erica Kernan | IndividualWithBooksNm |
| Phone | 2147831212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 Shadow Creek Court | AddressLine1Txt |
| City | Southlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760923400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Francine Fleming | ||||||
| 2204 Shadow Creek Court | Southlake | TX | 76092 | President | 020.00 | $0 |
| Weldon Milulik | ||||||
| 2204 Shadow Creek Court | Southlake | TX | 76092 | Trustee | 004.00 | $0 |
| Janice Oettmeier | ||||||
| 2204 Shadow Creek Court | Southlake | TX | 76092 | Trustee | 004.00 | $0 |
| Erica Kernan | ||||||
| 2204 Shadow Creek Court | Southlake | TX | 76092 | CFO | 020.00 | $0 |
| Christina Parker | ||||||
| 2204 Shadow Creek Court | Southlake | TX | 76092 | Trustee | 004.00 | $0 |
| Mandy Walls | ||||||
| 2204 Shadow Creek Court | Southlake | TX | 76092 | Trustee | 004.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,642,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,875,638 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,875,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,802,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $239,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $270,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $247,026 | UndistributedIncomePYAmt |
| Qualifying Distributions | $270,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $247,026 | AppliedToYear1Amt |
| Applied To Current Year | $23,124 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $216,466 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francine Fleming | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TerraMica | |||||||
| PO Box 191 | Celina | TX | 75009 | None | PC | Support My Healthy Community program for vulnerable coffee farming families with skills and tools that alleviate the negative effects of poverty and improve the health and growth of up to 300 families in Sao Tome. | $5,500 |
| The Children's Assessment Center | |||||||
| 2500 Bolsover St | Houston | TX | 77005 | None | PC | Support general operating budget for increased caseload to help child sexual abuse survivors and their families. | $10,000 |
| San Francisco Nativity Academy of Houston | |||||||
| PO Box 36709 | Houston | TX | 77077 | None | PC | Support intensive, individualized interventions for students at SFNA which supports lower income students who have been diagnosed with dyslexia. | $10,000 |
| Catholic Medical Mission Board (Mother of Mercy Hospital) | |||||||
| 100 Wall Street 9th FL | New York | NY | 10005 | None | PC | 1 Support improving 75 of the bedding for Mother of Mercy Hospital in Sudan 2 Support series of improvements at 6 rural outreach clinics that provide basic health services. | $15,000 |
| Lift Up the Vulnerable | |||||||
| PO BOX 22027 | New York | NY | 10087 | None | PC | Support monthly salaries for the 2023 school year for five female cooks at New Life Ministry NLM, one of our anti-trafficking network centers near to the border of Darfur. Cooks allow for 600 youth at-risk to human trafficking in our school program at New Life Ministry will receive two nutritious meals a day. | $10,000 |
| Tahirih Justice Center | |||||||
| 1717 St James Place Suite 450 | Houston | TX | 77056 | None | PC | Support providing accessible, client-centered legal and social services to immigrant women and children who are survivors of gender-based violence, as well as support Tahirihs community outreach, education, and public policy advocacy efforts. | $10,000 |
| Angela House | |||||||
| 6725 Reed Rd | Houston | TX | 77087 | None | PC | Support therapy and educational programming to formerly incarcerated women in Houston. | $7,500 |
| Caravan To Class | |||||||
| 1001 Bridgeway 308 | Sausalito | CA | 94965 | None | PC | Support the Bourse Jackie scholarship program in Mali for 5 recipients. | $8,000 |
| Catholic Charities of Houston | |||||||
| 2900 Louisiana St | Houston | TX | 77006 | None | PC | Support Family Assistance Program to provide food and immediate financial assistance to struggling families. | $3,000 |
| EARTH University | |||||||
| 151 Ellis St NE Suite 133 | Atlanta | GA | 30303 | None | PC | Support the EARTH Scholarship Fund by providing partial scholarships to students who can afford some but not all of the cost of attending EARTH. | $10,000 |
| Every Shelter | |||||||
| 4701 Dickson St | Houston | TX | 77007 | None | PC | Support purchase of 500 Bashe Bora billboard tarps for training refugees to create their own shelter goods businesses of a refugee run marketplace called Shelter Depot. | $10,000 |
| Flying Kites | |||||||
| 25 Dorchester Ave PO Box 52326 | Boston | MA | 02205 | None | PC | Support Girls United Clubs across 3 additional primary schools in Kenya by training 23 additional teachers to deliver curriculum to 900 additional girls and facilitate distribution of menstrual health kits. | $10,000 |
| Full Dimension Ministry | |||||||
| PO Box 572 | Mauldin | SC | 29662 | None | PC | Support medical services and preventative health measures given recent partnership with the Tanzania government that would designate the Full Dimension Medical Clinic as a partner is Vaccination and Reproductive and Child Health Clinic RCH, specifically supporting 3 nurses and 1 doctor salaries 8,000. | $8,000 |
| Kakenya's Dream | |||||||
| 4250 N Fairfax Dr Suite 600 | Arlington | VA | 22203 | None | PC | Support Centers for Excellence Boarding Schools for girls in Kenya, specifically meals, fees, supplies and salaries. | $10,000 |
| KDEF | |||||||
| PO Box 505 | Manchester | VT | 05254 | None | PC | Support annual Youth Mentorship Program for secondary school girls in Kenya. | $13,000 |
| Kula Project | |||||||
| 2307 Counsel Court | Marietta | GA | 30068 | None | PC | Support onboarding 11 aspiring entrepreneurs in Rwanda into the Kula Fellowship with trainings, materials, field staff expenses, business investment, and mentorship 900 per fellow. | $10,000 |
| Limitless Horizons | |||||||
| PO Box 3120 | Santa Cruz | CA | 95063 | None | PC | Support the Colegio Horizontes Mentoring and Student Support Program and support the first and second cohort of students to 1 develop critical life skills and a strong social-emotional foundation 2 persist in their studies and 3 become empowered members of our school community. | $10,000 |
| LISC | |||||||
| 602 Sawyer Street Suite 205 | Houston | TX | 77007 | None | PC | Support 8-10 Community Seed Grants 27,000 with additional funds 3,000 supporting ad hoc projects in LISC communities of service. | $30,000 |
| Maasai Girls Education Fund | |||||||
| 5800 MacArthur Boulevard NW | Washington | DC | 20016 | None | PC | Support MGEF-Kajiado Office, their on-the-ground Kenya-certified Community Based Organization that manages and directs all of MGEFs programs will cover 2 staff member salaries. | $14,600 |
| MAIA | |||||||
| 1031 33rd Street Suite 176 | Denver | CO | 80205 | None | PC | Support general operation costs of Project Impulso, a six-month weekend preparatory program to strengthen academic skills before entering the Impact School, for 50 girls in Guatemala specifically uniforms, supplies, salaries. | $10,000 |
| Malayaka House | |||||||
| PO Box 9352 | South Burlington | VT | 05407 | None | PC | Support the entire cost of schooling for 10 of Malayaka Houses children in Uganda. | $10,000 |
| Mother Maryam Foundation for Humanitarian Development | |||||||
| c/o Steven Hake 8705 Shoal Creek Bl | Austin | TX | 78757 | None | PC | Support two initiatives that will improve the overall health of the men, women and children served by the Kolomiseed Health Center Clinic in Az-Zawrat, Sudan 1 Free Health Care Days 2 Screenings of Primary School Children | $10,000 |
| Plant With Purpose | |||||||
| 4747 Morena Blvd Ste 100 | San Diego | CA | 92117 | None | PC | Support enablement of 2 new Purpose Groups Each Purpose Group costs 3,500 to establish and provides agroecology training environmental projects reforestation and community-led savings and loan programs. | $7,000 |
| The Foundation For Tomorrow | |||||||
| PO Box 470836 | Charlotte | NC | 28247 | None | PC | Support Lifelong Learning Skills Youth Camp, and basic needs supplies for 45 TFFT 2023 class of scholars in Tanzania 8,800 for scholars, 3,000 for camp. | $11,800 |
| Together Women Rise | |||||||
| 400 Executive Center Drive Suite 31 | Greenville | SC | 29616 | None | PC | Support Chapter membership growth of 25 through planning / research, marketing materials, advisory council stipends, educational programs, and toolkits. | $10,000 |
| Coalition for Spiritual and Public Leadership (CSPL) | |||||||
| 1701 S 1st Ave Suite 407 | Maywood | IL | 60153 | None | PC | Supporting advancement of CSPLs violence prevention and economic justice efforts that are primarily led by low-income women which will lead to the creation of community-led and publicly funded violence intervention programs and the formation of several worker-owned cooperatives that leverage the skills and talents of immigrant women to generate sustainable income for them and their families. | $3,375 |
| The Table on Delk | |||||||
| 2836 Landing Way | Marietta | GA | 30066 | None | PC | Support operating funds for The Table on Delk towards their mission of providing a safe place for those who are currently, or at risk of, being sexually exploited to have a meal and get connected to resources that they might not know about. | $3,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,711 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-Dividend Distributions and Adjustments | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hibbetts Speers, PC | CategoryTxt |
| Amt | $3,745 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Invesments Managed By PNC | $521,421 | $478,248 |
| Invesments Managed By Kanaly Trust | $450,230 | $404,220 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Invesments Managed By PNC | $1,276,270 | $1,468,266 |
| Invesments Managed By Kanaly Trust Co | $1,123,537 | $1,122,856 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Service Charges | $166 |
| Insurance | $751 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PNC Investment Management and Advisory Services | $28,902 | $28,902 |
| Mercer Advisors Investment Management and Advisory Services | $25,582 | $25,582 |
| Fidelity DAF Investment Management Fees | $200 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes on investment income | $788 | $788 |
| Income tax | $11,286 |
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