FORSYTHIA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHIA FOUNDATION INC (EIN 81-3990775)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349101023
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T07:25:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521224986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKS & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 SWEETBAY DRIVE | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | 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 | 813990775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTHIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORS | BusinessNameControlTxt |
| Phone | 2025951020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON CARLSON | PersonNm |
| Person Title | PRESIDENT & CHAIR | PersonTitleTxt |
| Phone | 2025951020 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALISON | PersonFirstNm |
| Person Last | CARLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D MAYBURY CPA | PreparerPersonNm |
| PTIN | P01082211 | PTIN |
| Phone | 4105465600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $31,728,876 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $162,541 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,763 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,763 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $737,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $711,063 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $6,481 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,481 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $6,481 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,170,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,988,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,170,985 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,077 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,615 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,101,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,905,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $151,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $151,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $282,273 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,049 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $220,224 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,674 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,228 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,228 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $707,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $446,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,075,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,075,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,782,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,521,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $319,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,683,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,589 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $234,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,354 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,852 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,861 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,861 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,406,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,474,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,474,661 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $34,667,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,728,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,728,876 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,823 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,671 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,671 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,655,869 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,702,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,655,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,702,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,667,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,728,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,655,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $319,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,975,051 | SubtotalAmt |
| Other Decreases | $3,272,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,702,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,837,073 | $2,916,481 | -$79,408 | -$79,408 | |
| PUBLICLY TRADED SECURITIES | $4,393,545 | $3,900,544 | $493,001 | $493,001 | |
| FROM PASSTHROUGH ENTITIES | $2,938 | $2,938 | $2,938 | ||
| FROM PASSTHROUGH ENTITIES | $680,731 | $680,731 | $680,731 | ||
| CAPITAL GAINS DIVIDENDS | $73,723 | $73,723 | $73,723 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,170,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,786 | 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 | $37,786 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,389 | OverpaymentAmt |
| Applied To ES Tax | $14,389 | 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 | Yes (1) | 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 | DC | 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.FORSYTHIAFDN.ORG | WebsiteAddressTxt |
| Individual With Books | ARABELLA ADVISORS | IndividualWithBooksNm |
| Phone | 2025951020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON CARLSON | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PRESIDENT & CHAIR | 30.00 | $0 | $0 | $0 |
| GEOFFREY EISENBERG | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | TREASURER | 5.00 | $0 | $0 | $0 |
| SHELLEY HEARNE | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | EXECUTIVE DIRECTOR | 30.00 | $151,200 | $0 | $0 |
| THEODORE GANNETT | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THINKWELL STRATEGIES LLC | |||||
| 3610 SHIRE BLVD STE 206 | RICHARDSON | TX | 75082 | EXECUTIVE DIRECTOR MANAGEMENT | $151,200 |
| ARABELLA ADVISORS | |||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | GRANT MANAGEMENT & OPERATIONS | $143,000 |
| PORTOLA PARTNERES LLC | |||||
| 1550 EL CAMINO REAL 200 | MENLO PARK | CA | 94025 | FINANCIAL ADVISORS | $81,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,196,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $565,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,761,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,761,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $476,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,284,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,564,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,564,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,397 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,147 | IncomeTaxAmt |
| Total Tax | $24,544 | TotalTaxAmt |
| Distributable Before Adj | $1,539,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,539,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,539,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,521,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,521,438 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,539,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,504,803 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,521,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,504,803 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,523,066 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALISON CARLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVIRONMENTAL HEALTH SERVICES | |||||||||||
| 614 WEST LAMME STREET | BOZEMAN | MT | 59715 | PC | SUPPORT FOR HEALTHY ENVIRONMENT AND ENDOCRINE DISRUPTOR STRATEGIES AND ITS OBESOGEN CONFERENCE | $50,000 | |||||
| ENVIRONMENTAL PROTECTION NETWORK | |||||||||||
| 2825 LEGATION STREET NW | WASHINGTON | DC | 20015 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | SUPPORT OF ERTHJUSTICE'S LEGAL TEAM'S ENVIRONMENTAL HEALTH WORK | $75,000 | |||||
| ENVIRONMENTAL WORKING GROUP | |||||||||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT FOR EWG'S WORK ON PFAS, FOOD AND TOXICS | $75,000 | |||||
| GREEN SCIENCE POLICY INSTITUTE | |||||||||||
| PO BOX 9127 | BERKELEY | CA | 94709 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | PC | FOR EXPANDING THE INFLUENCE AND IMPACT OF THE DATA HUB, A CHEMICAL HAZARDS DATABASE, CHEMFORWARD AND MATERIALWISE | $150,000 | |||||
| THE ARC OF THE UNITED STATES | |||||||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | PC | SUPPORT FOR PROJECT TENDR | $25,000 | |||||
| TOXIC-FREE FUTURE | |||||||||||
| 4649 SUNNYSIDE AVE N SUITE 540 | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT AND GRSSROOT CMAPAIGN TO BAN PFAS IN FOOD PACKAGING AND SUPPORT FOR SAFER STATE'S PROCUREMENT EFFORTS | $100,000 | |||||
| BREAST CANCER PREVENTION PARTNERS | |||||||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | PC | SUPPORT FOR CLEARYA AND POLICY ADVOCACY FOR CONSUMER PRODUCTS AND CHEMICAL MANAGEMENT. | $75,000 | |||||
| TEXAS DEMOCRACY FOUNDATION | |||||||||||
| 54 CHICON STREET | AUSTIN | TX | 78702 | PC | SUPPORT FOR PUBLIC HEALTH WATCH | $50,000 | |||||
| INTERNATIONAL SOCIETY FOR CHILDREN'S HEALTH AND ENVIRONMENT | |||||||||||
| WEISER SUITE 350 1100 EAST | SCHAUMBERG | IL | 60173 | PC | SUPPORT FOR POWER OF PREVENTION SOCIAL MEDIA CAMPAIGN | $15,000 | WOODFIELD | ||||
| ENVIRONMENTAL HEALTH SCIENCES | |||||||||||
| 614 WEST LAMME STREET | BOZEMAN | MT | 59715 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| DEFEND OUR HEALTH | |||||||||||
| 565 CONGRESS ST SUITE 204 | PORTLAND | ME | 04101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||||
| 615 WEST 131ST STREET | NEW YORK | NY | 10027 | PC | SUPPORT AMI ZOTA'S AGENTS OF CHANGE IN ENVIRONMENTAL JUSTICE | $50,000 | |||||
| VIRGINIA ORGANIZING | |||||||||||
| 703 CONCORD STREET | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||||||
| 2201 BROADWAY SUITE 508 | OAKLAND | CA | 94612 | PC | SUPPORT FOR PRIORITY TOXICS ISSUES | $50,000 | |||||
| COMMONWEAL | |||||||||||
| PO BOX 316 | BOLINAS | CA | 94924 | PC | SUPPORT FOR COLLABORATIVE ON HEALTH AND THE ENVIRONMENT'S DEVELOPMENTAL WORK REVISIONING CHE'S FUTURE ROLE, FOCUS, AND MEASURABLE IMPACT | $30,000 | |||||
| CLEAN PRODUCTION ACTION | |||||||||||
| 1310 BROADWAY SUITE 101 | SOMERVILLE | MA | 02144 | PC | SUPPORT FOR INVESTOR ENVIRONMENTAL HEALTH NETWORK'S WORK EMBEDDING ENVIRONEMTANL JUSTIC AND GREEN CHEMISTRY ITO ESG STRATEGIES | $50,000 | |||||
| CLIMATE BONDS INITIATIVE | |||||||||||
| PC | RESEARCH AND PLANNING SUPPORT FOR A GREEN CHEMICALS GREEN BOND | $75,000 | 5TH FLOOR JAMESTOWN WHARF 32 | JAMESTOWN RD | LONDON NW1 7BY | UK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,075,000 | 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 | $7,763 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $737,940 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,481 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,462 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,170,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,462 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,932,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,939,246 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALISON CARLSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $162,541 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 42 SHARES OF STOCK OF AUTOZONE | $99,057 | 2022-12-30 |
| 1 | 165 SHARES OF STOCK OF KLA CORP | $63,484 | 2022-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LONG TERM INVESTMENTS | StockNm |
| EOY Book Value | $31,474,661 | EOYBookValueAmt |
| EOYFMV | $31,474,661 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,100 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED FAIR MARKET VALUE | Desc |
| Amt | $3,272,846 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,784 | $3,784 | $0 |
| LICENSES & FEES | $355 | $355 | $0 |
| MISCELLANEOUS | $254 | $254 | $0 |
| OFFICE EXPENSES | $21,686 | $0 | $21,686 |
| INVESTMENT EXPENSES FROM PASSTHROUGH ENTITIES | $105,358 | $105,358 | $0 |
| ORDINARY LOSSES FROM PASSTHROUGH ENTITIES | $16,206 | $16,206 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES FROM PASSTHROUGH ENTITIES | $126 | $126 | $126 |
| 1231 GAINS FROM PASSTHROUGH ENTITIES | $9,489 | $9,489 | $9,489 |
| ORDINARY INCOME FROM PASSTHROUGH ENTITIES RELATED TO UBIT | $6,462 | $0 | $6,462 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $141,614 | $0 | $141,614 |
| CONSULTING FEES | $78,610 | $0 | $78,610 |
| INVESTMENT ACCOUNT FEES | $62,049 | $62,049 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $38,487 | $0 | $0 |
| FOREIGN TAXES | $32,405 | $32,405 | $0 |
| FOREIGN TAXES FROM PASSTHROUGH ENTITIES | $2,269 | $2,269 | $0 |
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