THE LOUIS & HAROLD PRICE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS & HAROLD PRICE FOUNDATION (EIN 13-6121358)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349110069
- 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
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T21:01:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 136121358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUIS & HAROLD PRICE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2133308571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE VITTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2133308571 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BONNIE | PersonFirstNm |
| Person Last | VITTI | 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 | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
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 | $95,707,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $290,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $290,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,155,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,155,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,237,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,347,105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,226,626 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,775,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,672,696 | 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 | $49,746 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,975 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,772 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $489,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $316,567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,098 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,476 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,823 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,823 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,691 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,122 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $749,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $444,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $275,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,104,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,104,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,854,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $444,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,380,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,079,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,228,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,775 | CashBOYAmt |
| Cash EOY | $5,775 | CashEOYAmt |
| Cash EOYFMV | $5,775 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,978,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,147,094 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,147,094 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,294,610 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,937,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,466,585 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,720,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,974,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,895,066 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,456,088 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,734,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,349,273 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,615,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,555,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,836,919 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,487 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,487 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,071,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,361,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,707,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $76,071,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,361,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,071,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,361,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,071,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,361,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,071,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,079,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $378,098 | OtherIncreasesAmt |
| Subtotal | $74,370,024 | SubtotalAmt |
| Other Decreases | $8,266 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,361,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (127 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P SMCAP 600 INDX | P | 2020-01-28 | 2022-04-29 | $67,609 | $55,768 | $11,841 | $11,841 |
| ISHARES TR S&P MIDCAP 400 | P | 2019-04-04 | 2022-04-29 | $61,994 | $47,207 | $14,787 | $14,787 |
| ISHARES TR S&P MIDCAP 400 | P | 2019-11-12 | 2022-04-29 | $296,055 | $232,905 | $63,150 | $63,150 |
| ISHARES TR S&P MIDCAP 400 | P | 2019-10-09 | 2022-04-29 | $964,331 | $715,197 | $249,134 | $249,134 |
| ISHARES S&P SMCAP 600 INDX | P | 2021-06-09 | 2022-04-29 | $12,614 | $14,510 | -$1,896 | -$1,896 |
| ISHARES S&P SMCAP 600 INDX | P | 2021-10-21 | 2022-04-29 | $19,576 | $21,955 | -$2,379 | -$2,379 |
| ISHARES TR S&P MIDCAP 400 | P | 2021-06-09 | 2022-04-29 | $40,486 | $43,893 | -$3,407 | -$3,407 |
| ISHARES TR S&P MIDCAP 400 | P | 2021-10-21 | 2022-04-29 | $35,425 | $38,965 | -$3,540 | -$3,540 |
| ADOBE INC | P | 2021-03-25 | 2022-11-17 | $97,395 | $104,569 | -$7,174 | -$7,174 |
| AIR LEASE CORP | P | 2021-08-11 | 2022-11-29 | $100,988 | $109,258 | -$8,270 | -$8,270 |
| BANK OF AMERICA CORP | P | 2018-01-25 | 2022-03-17 | $60,132 | $60,098 | $34 | $34 |
| BANK OF AMERICA CORP | P | 2020-11-10 | 2022-03-17 | $40,088 | $42,575 | -$2,487 | -$2,487 |
| CAPITAL ONE FINANCIAL CO | P | 2021-10-27 | 2022-12-05 | $40,334 | $53,618 | -$13,284 | -$13,284 |
| CHURCH & DWIGHT CO INC | P | 2020-12-18 | 2022-10-01 | $105,000 | $105,000 | $0 | $0 |
| CONSTELLATION BRANDS INC | P | 2021-01-06 | 2022-03-28 | $47,685 | $54,319 | -$6,634 | -$6,634 |
| CONSTELLATION BRANDS INC | P | 2021-01-06 | 2022-04-25 | $46,320 | $54,276 | -$7,956 | -$7,956 |
| D.R. HORTON INC | P | 2020-09-29 | 2022-04-04 | $44,477 | $49,857 | -$5,380 | -$5,380 |
| ELEVANCE HEALTH INC | P | 2020-04-13 | 2022-02-22 | $93,868 | $95,984 | -$2,116 | -$2,116 |
| ESTEE LAUDER CO INC | P | 2020-07-13 | 2022-02-15 | $83,735 | $92,175 | -$8,440 | -$8,440 |
| ESTEE LAUDER CO INC | P | 2020-11-10 | 2022-02-15 | $14,777 | $16,309 | -$1,532 | -$1,532 |
| GOLDMAN SACHS GRP INC FRN | P | 2017-10-31 | 2022-07-24 | $57,000 | $57,000 | $0 | $0 |
| KIMBERLY-CLARK CORP | P | 2020-09-08 | 2022-01-19 | $13,319 | $14,000 | -$681 | -$681 |
| KIMBERLY-CLARK CORP | P | 2020-09-08 | 2022-01-19 | $77,063 | $81,263 | -$4,200 | -$4,200 |
| MCDONALD'S CORP | P | 2020-04-14 | 2022-07-27 | $89,532 | $94,681 | -$5,149 | -$5,149 |
| MCDONALD'S CORP | P | 2020-11-10 | 2022-07-27 | $9,948 | $10,683 | -$735 | -$735 |
| NEXTERA ENERGY CAPITAL | P | 2021-06-02 | 2022-08-04 | $108,219 | $110,184 | -$1,965 | -$1,965 |
| OMNICOM GROUP INC | P | 2020-11-10 | 2022-03-28 | $22,786 | $25,706 | -$2,920 | -$2,920 |
| OMNICOM GROUP INC | P | 2020-05-05 | 2022-03-28 | $27,343 | $27,416 | -$73 | -$73 |
| PAYPAL HOLDINGS INC | P | 2020-06-03 | 2022-02-07 | $88,637 | $91,611 | -$2,974 | -$2,974 |
| PAYPAL HOLDINGS INC | P | 2020-11-10 | 2022-02-07 | $14,773 | $15,393 | -$620 | -$620 |
| QUALCOMM INC | P | 2020-01-30 | 2022-08-04 | $89,703 | $91,526 | -$1,823 | -$1,823 |
| QUALCOMM INC | P | 2020-11-10 | 2022-08-04 | $14,951 | $15,542 | -$591 | -$591 |
| ROPER TECHNOLOGIES INC | P | 2021-01-29 | 2022-03-30 | $31,757 | $35,649 | -$3,892 | -$3,892 |
| ROPER TECHNOLOGIES INC | P | 2021-01-29 | 2022-04-11 | $31,622 | $36,717 | -$5,095 | -$5,095 |
| SHELL INTERNATIONAL FIN | P | 2019-12-11 | 2022-12-07 | $71,132 | $79,314 | -$8,182 | -$8,182 |
| SHELL INTERNATIONAL FIN | P | 2020-11-10 | 2022-12-07 | $22,229 | $26,042 | -$3,813 | -$3,813 |
| SOUTHWEST AIRLINES CO | P | 2020-12-04 | 2022-12-12 | $95,957 | $106,631 | -$10,674 | -$10,674 |
| TOYOTA MOTOR CREDIT CORP | P | 2020-11-10 | 2022-08-15 | $19,570 | $20,187 | -$617 | -$617 |
| TOYOTA MOTOR CREDIT CORP | P | 2020-05-20 | 2022-08-15 | $44,032 | $44,983 | -$951 | -$951 |
| TOYOTA MOTOR CREDIT CORP | P | 2020-05-20 | 2022-12-12 | $43,916 | $44,983 | -$1,067 | -$1,067 |
| UNION PACIFIC CORP | P | 2021-01-20 | 2022-04-01 | $44,860 | $49,301 | -$4,441 | -$4,441 |
| UNION PACIFIC CORP | P | 2021-01-22 | 2022-04-01 | $5,216 | $5,728 | -$512 | -$512 |
| US TREASURY BONDS | P | 2020-08-17 | 2022-08-26 | $51,021 | $54,186 | -$3,165 | -$3,165 |
| US TREASURY N/B | P | 2021-04-23 | 2022-12-01 | $67,202 | $70,581 | -$3,379 | -$3,379 |
| US TREASURY N/B | P | 2021-07-06 | 2022-12-01 | $64,280 | $67,480 | -$3,200 | -$3,200 |
| US TREASURY N/B | P | 2021-06-17 | 2022-12-01 | $117,847 | $123,702 | -$5,855 | -$5,855 |
| US TREASURY N/B | P | 2021-07-06 | 2022-07-12 | $34,084 | $42,641 | -$8,557 | -$8,557 |
| US TREASURY N/B | P | 2019-12-18 | 2022-05-04 | $116,327 | $116,327 | $0 | $0 |
| US TREASURY N/B | P | 2019-12-18 | 2022-07-26 | $75,628 | $75,779 | -$151 | -$151 |
| US TREASURY N/B | P | 2019-11-12 | 2022-07-26 | $33,394 | $33,458 | -$64 | -$64 |
| US TREASURY N/B | P | 2021-04-23 | 2022-07-12 | $144,293 | $173,853 | -$29,560 | -$29,560 |
| US TREASURY NOTES | P | 2020-04-29 | 2022-08-17 | $104,242 | $114,498 | -$10,256 | -$10,256 |
| US TREASURY NOTES | P | 2018-04-04 | 2022-10-26 | $155,683 | $156,765 | -$1,082 | -$1,082 |
| US TREASURY NOTES | P | 2018-07-05 | 2022-10-26 | $68,684 | $68,895 | -$211 | -$211 |
| US TREASURY NOTES | P | 2020-04-29 | 2022-10-26 | $58,610 | $66,475 | -$7,865 | -$7,865 |
| US TREASURY NOTES | P | 2021-08-31 | 2022-10-07 | $4,667 | $4,985 | -$318 | -$318 |
| US TREASURY NOTES | P | 2021-08-06 | 2022-10-07 | $139,076 | $148,435 | -$9,359 | -$9,359 |
| US TREASURY NOTES | P | 2019-12-18 | 2022-05-04 | $56,201 | $56,713 | -$512 | -$512 |
| US TREASURY NOTES | P | 2018-07-05 | 2022-07-12 | $185,013 | $185,013 | $0 | $0 |
| US TREASURY NOTES | P | 2019-02-04 | 2022-07-12 | $81,795 | $82,064 | -$269 | -$269 |
| US TREASURY NOTES | P | 2019-10-11 | 2022-07-12 | $7,790 | $8,162 | -$372 | -$372 |
| US TREASURY NOTES | P | 2020-01-30 | 2022-07-12 | $84,716 | $89,292 | -$4,576 | -$4,576 |
| VERIZON COMMUNICATIONS | P | 2020-11-30 | 2022-01-19 | $86,148 | $94,994 | -$8,846 | -$8,846 |
| VISA INC | P | 2020-06-30 | 2022-12-13 | $82,186 | $92,787 | -$10,601 | -$10,601 |
| VISA INC | P | 2020-11-10 | 2022-12-13 | $13,698 | $15,542 | -$1,844 | -$1,844 |
| WILLIAMS COMPANIES INC | P | 2020-11-10 | 2022-10-15 | $105,000 | $105,000 | $0 | $0 |
| AMERICAN EXPRESS CO | P | 2022-04-28 | 2022-08-11 | $109,313 | $109,989 | -$676 | -$676 |
| CAPITAL ONE FINANCIAL CO | P | 2021-10-27 | 2022-03-29 | $51,089 | $58,492 | -$7,403 | -$7,403 |
| CONAGRA BRANDS INC | P | 2021-07-28 | 2022-04-12 | $97,684 | $108,311 | -$10,627 | -$10,627 |
| GOLDMAN SACHS GROUP INC | P | 2022-01-19 | 2022-11-01 | $107,677 | $110,000 | -$2,323 | -$2,323 |
| MOODY'S CORPORATION | P | 2021-08-18 | 2022-08-02 | $99,974 | $106,874 | -$6,900 | -$6,900 |
| NVIDIA CORP | P | 2021-06-14 | 2022-02-03 | $95,277 | $99,559 | -$4,282 | -$4,282 |
| US TREASURY N/B | P | 2022-01-05 | 2022-12-01 | $147,066 | $153,517 | -$6,451 | -$6,451 |
| US TREASURY N/B | P | 2021-11-17 | 2022-07-12 | $133,959 | $164,577 | -$30,618 | -$30,618 |
| US TREASURY N/B | P | 2022-02-07 | 2022-10-26 | $154,146 | $167,278 | -$13,132 | -$13,132 |
| US TREASURY N/B | P | 2022-07-12 | 2022-08-09 | $126,318 | $124,160 | $2,158 | $2,158 |
| US TREASURY N/B | P | 2022-07-12 | 2022-12-19 | $99,916 | $111,744 | -$11,828 | -$11,828 |
| US TREASURY NOTES | P | 2021-08-06 | 2022-01-05 | $154,794 | $159,623 | -$4,829 | -$4,829 |
| US TREASURY NOTES | P | 2021-11-17 | 2022-10-26 | $16,592 | $20,104 | -$3,512 | -$3,512 |
| US TREASURY NOTES | P | 2021-08-31 | 2022-02-08 | $97,262 | $99,691 | -$2,429 | -$2,429 |
| US TREASURY NOTES | P | 2021-08-31 | 2022-03-02 | $218,549 | $221,844 | -$3,295 | -$3,295 |
| US TREASURY NOTES | P | 2021-11-17 | 2022-03-02 | $295,336 | $298,688 | -$3,352 | -$3,352 |
| US TREASURY NOTES | P | 2021-11-17 | 2022-03-09 | $15,729 | $15,930 | -$201 | -$201 |
| US TREASURY NOTES | P | 2022-03-02 | 2022-05-04 | $30,845 | $30,893 | -$48 | -$48 |
| US TREASURY NOTES | P | 2022-03-02 | 2022-05-26 | $199,211 | $199,313 | -$102 | -$102 |
| US TREASURY NOTES | P | 2022-03-02 | 2022-07-26 | $120,523 | $120,547 | -$24 | -$24 |
| US TREASURY NOTES | P | 2022-03-02 | 2022-09-30 | $73,000 | $73,000 | $0 | $0 |
| US TREASURY NOTES | P | 2022-11-01 | 2022-11-10 | $183,236 | $181,890 | $1,346 | $1,346 |
| US TREASURY NOTES | P | 2022-12-13 | 2022-12-19 | $94,584 | $94,584 | $0 | $0 |
| US TREASURY NOTES | P | 2022-12-01 | 2022-12-19 | $22,375 | $22,375 | $0 | $0 |
| US TREASURY NOTES | P | 2021-11-17 | 2022-07-12 | $38,950 | $41,519 | -$2,569 | -$2,569 |
| US TREASURY NOTES | P | 2022-02-15 | 2022-04-11 | $82,838 | $82,838 | $0 | $0 |
| US TREASURY NOTES | P | 2022-03-30 | 2022-04-11 | $21,150 | $21,150 | $0 | $0 |
| US TREASURY NOTES | P | 2022-02-07 | 2022-07-26 | $47,807 | $48,152 | -$345 | -$345 |
| FANNIE MAE | P | 2015-05-29 | 2021-12-31 | $0 | $0 | ||
| FANNIE MAE | P | 2010-06-30 | 2021-12-31 | $0 | $0 | ||
| US TREASURY BILLS | P | 2022-09-30 | 2022-11-01 | $72,498 | $72,609 | -$111 | -$111 |
| US TREASURY NOTE | P | 2020-08-31 | 2022-01-31 | $4,000 | $4,000 | $0 | $0 |
| US TREASURY NOTE | P | 2020-10-02 | 2022-01-31 | $30,000 | $30,000 | $0 | $0 |
| US TREASURY NOTE | P | 2020-11-12 | 2022-01-31 | $267,000 | $267,000 | $0 | $0 |
| US TREASURY NOTE | P | 2021-09-29 | 2022-01-31 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY NOTE | P | 2020-11-12 | 2022-02-28 | $302,000 | $302,000 | $0 | $0 |
| US TREASURY NOTE | P | 2021-09-29 | 2022-02-28 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY N/B | P | 2020-11-12 | 2020-11-12 | $230,000 | $230,000 | $0 | $0 |
| US TREASURY N/B | P | 2021-09-29 | 2021-09-29 | $116,000 | $116,000 | $0 | $0 |
| MITSUBISHI UFJ FIN GRP | P | 2020-11-10 | 2020-11-10 | $70,000 | $70,000 | $0 | $0 |
| US TREASURY N/B | P | 2020-11-12 | 2022-04-30 | $300,000 | $300,000 | $0 | $0 |
| US TREASURY N/B | P | 2021-09-29 | 2022-04-30 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY NOTES | P | 2020-11-12 | 2022-05-31 | $156,000 | $156,000 | $0 | $0 |
| US TREASURY NOTES | P | 2021-09-29 | 2022-05-31 | $116,000 | $116,000 | $0 | $0 |
| ORACLE CORP SR GLBL NT | P | 2020-11-10 | 2022-05-15 | $70,000 | $70,000 | $0 | $0 |
| CATERPILLAR FINL SERVICE | P | 2020-11-10 | 2022-05-13 | $75,000 | $75,000 | $0 | $0 |
| US TREASURY NOTES | P | 2020-11-12 | 2022-06-30 | $300,000 | $300,000 | $0 | $0 |
| US TREASURY NOTES | P | 2021-09-29 | 2022-06-30 | $116,000 | $116,000 | $0 | $0 |
| BURLINGTN NORTH SANTA FE | P | 2020-11-10 | 2022-06-13 | $70,000 | $70,000 | $0 | $0 |
| US TREASURY NOTES | P | 2020-11-12 | 2022-07-31 | $299,000 | $299,000 | $0 | $0 |
| US TREASURY NOTES | P | 2021-09-29 | 2022-07-31 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY NOTES | P | 2020-11-12 | 2022-08-31 | $300,000 | $300,000 | $0 | $0 |
| US TREASURY NOTES | P | 2021-09-29 | 2022-08-31 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY N/B | P | 2020-11-12 | 2022-09-30 | $228,000 | $228,000 | $0 | $0 |
| US TREASURY N/B | P | 2021-09-29 | 2022-09-30 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY NOTE | P | 2020-11-12 | 2022-10-31 | $305,000 | $304,702 | $298 | $298 |
| US TREASURY NOTE | P | 2021-09-29 | 2022-10-31 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY NOTES | P | 2020-11-12 | 2022-11-15 | $299,000 | $299,000 | $0 | $0 |
| US TREASURY NOTES | P | 2021-09-29 | 2022-11-15 | $116,000 | $116,000 | $0 | $0 |
| US TREASURY NOTES | P | 2020-11-12 | 2022-12-15 | $299,000 | $299,000 | $0 | $0 |
| US TREASURY NOTES | P | 2021-09-29 | 2022-12-15 | $116,000 | $116,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,821 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,853 | 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 | $78,853 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $57 | EsPenaltyAmt |
| Overpayment | $47,820 | OverpaymentAmt |
| Applied To ES Tax | $47,820 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | PRICEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7326945413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AL OSBORNE JR PHD | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | TRUSTEE | 0.15 | $0 | $0 | $0 |
| BONNIE VITTI | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | PRESIDENT & TRUSTEE | 8.00 | $0 | $0 | $0 |
| GEORGE ASCH | ||||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 070951191 | TRUSTEE | 0.15 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070951191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY/MANAGEMENT | ServiceTypeTxt |
| Compensation | $435,223 | CompensationAmt |
| 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 | $92,192,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,816,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,903,866 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,912,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,912,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,126,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,786,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,939,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,939,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,976 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $22,503 | IncomeTaxAmt |
| Total Tax | $53,479 | TotalTaxAmt |
| Distributable Before Adj | $4,885,827 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,885,827 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,885,827 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,380,308 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,380,308 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,885,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,343,792 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,380,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,343,792 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,516 | 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 | $4,849,311 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 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 | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS AFTERSCHOOL | ||||||||||||
| PO BOX 819 CARBONDALE | CARBONDALE | CO | 81623 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ALZHEIMER'S DISEASE AND RELATED DISORDERS | ||||||||||||
| 225 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | IN MEMORY OF ROSEMARY GUIDONE | $50,000 | 1700 | |||||
| AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL | ||||||||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | PC | APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT | $5,000 | ||||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET 11 | NEW YORK | NY | 100187904 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| AMERICARES FOUNDATION INC | ||||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | APRIL 2022 GRANT - UKRAINE | $10,000 | ||||||
| ANTI-DEFAMATION LEAGUE - NATIONAL | ||||||||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | PC | GENERAL OPERATING SUPPORT | $55,000 | ||||||
| ANTI-DEFAMATION LEAGUE LOS ANGELES | ||||||||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| APLA HEALTH & WELLNESS | ||||||||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 900052319 | PC | APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT | $1,000 | ||||||
| ASPEN HALL OF FAME | ||||||||||||
| PO BOX 510 | ASPEN | CO | 81612 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| ASPEN HISTORICAL SOCIETY | ||||||||||||
| 620 WEST BLEEKER STREET | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ASPEN MUSIC FESTIVAL AND SCHOOL | ||||||||||||
| 222 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | PC | MARCH 2022 GRANT : FELLOWSHIP SUPPORT AND CHAIRMAN CIRCLE MEMBERSHIP | $101,700 | ||||||
| ASPEN VALLEY SKI-SNOWBOARD CLUB INC | ||||||||||||
| 300N AVSC DRIVE | ASPEN | CO | 81611 | PC | SNOWARRIORS SKIERS SCHOLARSHIPS | $10,000 | ||||||
| ASPEN YOUTH CENTER | ||||||||||||
| PO BOX 8266 | ASPEN | CO | 81612 | PC | AFTER SCHOOL CLUBS | $10,000 | ||||||
| AVENUES TO INDEPENDENCE | ||||||||||||
| 513 BUSSE HIGHWAY SUITE 100 | PARK RIDGE | IL | 60068 | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| BESSIE'S HOPE | ||||||||||||
| PO BOX 12675 | DENVER | CO | 80212 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| BRIDGING BIONICS FOUNDATION | ||||||||||||
| 455 GOLD RIVERS COURT | BASALT | CO | 81621 | PC | GENERAL OPERATING SUPPORT | $45,000 | ||||||
| BUDDY PROGRAM INC THE | ||||||||||||
| 110 EAST HALLAM SUITE 125 | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| CARNEGIE HALL CORPORATION | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 100193321 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CEDARS-SINAI MEDICAL CENTER | ||||||||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 900480750 | PC | GENERAL SUPPORT AND PRCC CARDIAC PRICE PATIENT FUND | $40,000 | ||||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| CENTER THEATRE GROUP | ||||||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | CENTER THEATRE GROUP 50TH ANNIVERSARY AND 2002 GALA | $150,000 | ||||||
| CHILDREN'S AID SOCIETY | ||||||||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | PC | APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT | $2,000 | ||||||
| COLUMBIA COLLEGE FUND THE | ||||||||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CYSTIC FIBROSIS CANADA | ||||||||||||
| PC | GIFT | $10,000 | 2323 YOUNGE STREET SUITE 800 | TORONTO | CANADA | CA | CA M4P 2C9 | |||||
| DE TOLEDO HIGH SCHOOL | ||||||||||||
| 22622 VANOWEN STREET | LOS ANGELES | CA | 91307 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| DENVER RESCUE MISSION THE | ||||||||||||
| 6100 SMITH ROAD | DENVER | CO | 80216 | PC | STAR TRANSITIONAL & YOUTH DEVELOPMENT PROGRAM | $25,000 | ||||||
| DOGWOOD ALLIANCE | ||||||||||||
| 93 CHURCH ST | ASHEVILLE | NC | 28801 | PC | GRANT | $5,000 | ||||||
| ENGLISH IN ACTION | ||||||||||||
| PO BOX 4856 | BASALT | CO | 81612 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PC | ECFS ANNUAL FUND | $5,000 | ||||||
| EXPONENT PHILANTHROPY | ||||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | DONATION PORTION | $140 | ||||||
| FEEDING AMERICA | ||||||||||||
| 35 EAST WACKER DRIVE 2000 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT, ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO FEEDING AMERICA | $320,000 | ||||||
| FOOD BANK FOR NEW YORK CITY | ||||||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| FOOD BANK OF THE ROCKIES | ||||||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| FRESH START SURGICAL GIFTS | ||||||||||||
| 2011 PALOMAR AIRPORT RD STE 206 | CARLSBAD | CA | 92011 | PC | SURGICAL WEEKEND PROGRAM | $20,000 | ||||||
| GARRY MARSHALL THEATRE THE | ||||||||||||
| 4252 W RIVERSIDE DRIVE | BURBANK | CA | 91505 | PC | MATCHING GRANT CHALLENGE | $15,000 | ||||||
| HENRY STREET SETTLEMENT | ||||||||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | PC | PROJECT NAME: BOYS AND GIRLS REPUBLIC | $2,500 | ||||||
| HOPE HOUSE OF COLORADO | ||||||||||||
| 6475 BENTON STREET BLDG A | ARVADA | CO | 80003 | PC | GED PROGRAM | $10,000 | ||||||
| INDEPENDENCE PASS FOUNDATION | ||||||||||||
| 312 AABC SUITE F | ASPEN | CO | 80611 | PC | GENERAL OPERATING SUPPORT | $6,000 | ||||||
| ISEF FOUNDATION | ||||||||||||
| 520 8TH AVENUE FOURTH FLOOR | NEW YORK | NY | 10018 | PC | MEDICAL AND BIOSCIENCES RESEARCH FELLOWSHIPS | $50,000 | ||||||
| JEWISH BIG BROTHERS BIG SISTERS OF LA | ||||||||||||
| 11150 WEST OLYMPIC BOULEVARD SUITE | LOS ANGELES | CA | 90064 | PC | GENERAL OPERATING SUPPORT | $5,000 | 900 | |||||
| JEWISH FEDERATION COUNCIL OF GREATER LA | ||||||||||||
| 6505 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90048 | PC | MARCH 2022 GRANT AND GENERAL OPERATING SUPPORT | $350,000 | ||||||
| JEWISH FOUNDATION FOR THE RIGHTEOUS INC | ||||||||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | AL | 070525438 | PC | RESCUER SUPPORT PROGRAM | $40,000 | ||||||
| LARADON | ||||||||||||
| 5100 LINCOLN STREET | DENVER | CO | 80216 | PC | INDIVIDUAL EMPLOYMENT PROGRAM | $10,000 | ||||||
| LENOX HILL HOSPITAL | ||||||||||||
| NORTHWELL HEALTH FOUNDATION 100 | NEW YORK | NY | 10075 | PC | GENERAL OPERATING SUPPORT | $10,000 | EAST 77TH STREET | |||||
| LEO BAECK TEMPLE | ||||||||||||
| 1300 NORTH SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90049 | PC | GENERAL OPERATING SUPPORT, PAULINE PRICE MEMORIAL, HEROES AND ANGELS TRIBUTE, AND HAROLD PRICE MEMORIAL | $107,500 | ||||||
| LIFT-UP PITKIN COUNTY | ||||||||||||
| 800 RAILROAD AVENUE | RIFLE | CO | 81650 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 70 LINCOLN CENTER PLAZA 9TH FLOOR | NEW YORK | NY | 10023 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART PROGRAMS WITH THE COMMUNITY: LACMA ON- SITE | $5,000 | ||||||
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | PC | APRIL 2022 GRANTS - GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LOS ANGELES OPERA | ||||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | PC | LA OPERA'S EDUCATION AND SENIOR PROGRAMS | $25,000 | ||||||
| LOS ANGELES POLICE MEMORIAL FOUNDATION | ||||||||||||
| 1880 NORTH ACADEMY DRIVE | LOS ANGELES | CA | 90012 | PC | SCHOLARSHIP FUND | $5,000 | ||||||
| LOS ANGELES REGIONAL FOODBANK | ||||||||||||
| 1734 EAST 41ST STREET | VERNON | CA | 90058 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| MANNA FOODBANK INC | ||||||||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| MEALS ON WHEELS - DENVER | ||||||||||||
| 2660 LARIMER STREET | DENVER | CO | 80205 | PC | MEALS ON WHEELS PROGRAM | $50,000 | ||||||
| MOUNTAIN RESCUE-ASPEN INC | ||||||||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MUSIC CENTER OF LOS ANGELES COUNTY THE | ||||||||||||
| 135 NORTH GRANDE AVENUE | LOS ANGELES | CA | 90012 | PC | THE MUSIC CENTER ARTS EDUCATION PROGRAMS | $10,000 | ||||||
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | PC | ANNUAL CONTRIBUTION | $1,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| NEW YORK AND PRESBYTERIAN HOSPITAL | ||||||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | PC | NYP/WC | $10,000 | ||||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| OAKWOOD SCHOOL | ||||||||||||
| 11600 MAGNOLIA BOULEVARD | LOS ANGELES | CA | 91601 | PC | SOLAR PANELS AND ANNUAL FUND | $60,000 | ||||||
| ONEGENERATION | ||||||||||||
| 17400 VICTORY BLVD | NUYS | CA | 91406 | PC | GRANDPARENTS AS PARENTS - GENERAL SUPPORT | $10,000 | ||||||
| PANTAGES THEATRE | ||||||||||||
| 6233 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90028 | PC | PRESIDENT'S CLUB - PRODUCER LEVEL | $11,378 | ||||||
| PEOPLE CONCERN THE | ||||||||||||
| 2116 ARLINGTON AVENUE SUITE 100 | LOS ANGELES | CA | 90018 | PC | SOJOURN PROJECT | $10,000 | ||||||
| PITKIN COUNTY LIBRARY | ||||||||||||
| 120 NORTH MILL STREET | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PLANNED PARENTHOOD LOS ANGELES | ||||||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PLANNED PARENTHOOD OF NEW YORK CITY | ||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | ||||||||||||
| 7155 EAST 38TH AVENUE | DENVER | CO | 80207 | PC | GLENWOOD SPRINGS HEALTH CENTER | $5,000 | ||||||
| POPULATION CONNECTION | ||||||||||||
| 2120 L STREET NORTHWEST | WAHINGTON | DC | 20037 | PC | POPULATION CONNECTION GENERAL OPERATING SUPPORT | $15,000 | ||||||
| REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||||||
| 1800 NORTH GRANT STREET SUITE 600 | DENVER | CO | 802031148 | PC | ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO REGENTS OF THE UNIVERSITY OF COLORADO | $100,000 | ||||||
| RESPONSE HELP FOR BATTERED WOMEN | ||||||||||||
| 405 CASTLE CREEK ROAD SUITE 203 | ASPEN | CO | 81612 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| ROCKY MOUNTAIN PBS - KRMA CHANNEL 6 | ||||||||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| SABAN COMMUNITY CLINIC | ||||||||||||
| 8405 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| SACRAMENTO FOOD BANK & FAMILY SERVICES | ||||||||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| SAFEHOUSE DENVER | ||||||||||||
| 1649 NORTH DOWNING STREET | DENVER | CO | 80218 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| SALVATION ARMY - SOUTHERN CATHE | ||||||||||||
| 16941 KEEGAN AVE | CARSON | CA | 90746 | PC | SIEMON FAMILY YOUTH & COMMUNITY CENTER | $10,000 | ||||||
| SEA SHEPHERD AUSTRALIA LIMITED | ||||||||||||
| PC | GENERAL OPERATING SUPPORT | $30,000 | 2 ANN ST PO BOX 1215 | WILLIAMSTOWN | AUSTRALIA | AS | 3016 | |||||
| SEAL FAMILY FOUNDATION | ||||||||||||
| 300 CALSBAD VILLAGE DRIVE STE | CARLSBAD | CA | 92008 | PC | GENERAL OPERATING SUPPORT | $5,000 | 108A-361 | |||||
| SECOND NURTURE | ||||||||||||
| 2389 MAIN STREET STE 100 | GLASTONBURY | CT | 06033 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| SHINING STARS FOUNDATION | ||||||||||||
| 24 COUNTY ROAD 524 | TABERNASH | CO | 80478 | PC | PEDIATRIC CANCER FAMILY WELLNESS PROGRAM SIBLING CARE / SUPPORT FOR SIBLINGS OF PEDIATRIC CANCER... | $5,000 | ||||||
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| STANFORD UNIVERSITY | ||||||||||||
| 655 KNIGHT WAY | STANFORD | CA | 943057298 | PC | ANNUAL FUND CONTRIBUTION | $5,000 | ||||||
| SWIPE OUT HUNGER | ||||||||||||
| 3751 MOTOR AVE PO 34425 | LOS ANGELES | CA | 90034 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| TEACH FOR AMERICA - LOS ANGELES | ||||||||||||
| 606 S OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| TEMPLE BETH HILLEL | ||||||||||||
| 12326 RIVERSIDE DRIVE | VALLEY VILLAGE | CA | 916073608 | PC | 75TH ANNIVERSARY | $75,000 | ||||||
| UCLA - BOOTCAMP FOR VETERANS | ||||||||||||
| 110 WESTWOOD PLAZA SUITE C305 | LOS ANGELES | CA | 900951481 | PC | ENTREPRENEURSHIP BOOTCAMP FOR VETERANS (61860C) | $25,000 | ||||||
| UCLA FOUNDATION | ||||||||||||
| 110 WESTWOOD PLAZA SUITE C305 | LOS ANGELES | CA | 900951481 | PC | JOHN WOODEN ATHLETIC FUND, OSBORNE INNOVATION FUND #90719Q, ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO UCLA FOUNDATION, WOMEN OF WESTWOOD FUND, AND ISHARES TR MIDCAP 400 EQUITIES & CASH DONATED TO UCLA FOUNDATION | $1,245,000 | ||||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | PC | GENERAL OPERATING SUPPORT | $5,000 | SOUTHWEST | |||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDAT | ||||||||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | PC | DEAN'S HIGHEST NEEDS - SOCIAL SCIENCE | $5,000 | ||||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||||
| 110 WESTWOOD PLAZA SUITE F405 | LOS ANGELES | CA | 900951481 | PC | UCLA - FELLOWSHIP SUPPORT | $10,650 | ||||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80301 | PC | UCB PARENT FUND - MARCH 2022 GRANT | $5,000 | ||||||
| UNIVERSITY OF COLORADOGUARDIAN SCHOLARS | ||||||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80301 | PC | GUARDIAN SCHOLARS SCHOLARSHIP SUPPORT | $20,000 | ||||||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||||
| PACCAR HAL 4273 E STEVENS WAY NE | SEATTLE | WA | 981953200 | PC | BRADFORD-OSBORNE FACULTY RESEARCH AWARD ENDOWMENT | $25,000 | ||||||
| VISITING NURSE ASSOC & HOSPICE OF SC | ||||||||||||
| 2151 EAST CONVENTION CENTER WAY | ONTARIO | CA | 91764 | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 100 | |||||
| WOMEN FOUNDERS NETWORK | ||||||||||||
| 741 ILIFF STREET | PACIFIC PALISADES | CA | 90272 | PC | 2022 GRANT | $10,000 | ||||||
| WORKSHOP IN BUSINESS OPPORTUNITIES | ||||||||||||
| 411 LAFAYETTE STREET 6TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| YESHIVA KETANA | ||||||||||||
| 12131 BURBANK BOULEVARD | VALLEY VILLAGE | CA | 91607 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,104,868 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPEN MUSIC FESTIVAL AND SCHOOL | |||||||||||
| 222 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $165,000 | |||||
| BRIDGING BIONICS | |||||||||||
| 455 GOLD RIVERS COURT | BASALT | CO | 81621 | PC | GENERAL OPERATING SUPPORT | $125,000 | |||||
| BUDDY PROGRAM | |||||||||||
| 110 EAST HALLAM SUITE 125 | ASPEN | CO | 81611 | PC | GLENWOOD SPRINGS 4 YEAR CAMPAIGN | $100,000 | |||||
| DE TOLEDO HIGH SCHOOL | |||||||||||
| 22622 VANOWEN STREET | LOS ANGELES | CA | 91307 | PC | TUITION ASSISTANCE | $65,000 | |||||
| HARVARD-WESTLAKE HS | |||||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| OAKWOOD SCHOOL | |||||||||||
| 11600 MAGNOLIA BOULEVARD | LOS ANGELES | CA | 91601 | PC | CAMPAIGN CAMPUS IMPROVEMENTS | $3,000,000 | |||||
| SEA SHEPHERD | |||||||||||
| PC | CAMPAIGN PURCHASE NEW BOAT AND TOWING EQUIPMENT | $150,000 | 2 ANN ST PO BOX 1215 | WILLIAMSTOWN | AUSTRALIA | AS | 3016 | ||||
| UCLA | |||||||||||
| 110 WESTWOOD PLAZA SUITE C305 | LOS ANGELES | CA | 900951481 | PC | HAROLD & PAULINE PRICE CENTER FOR ENTREPRENEURIAL STUDIES IN HONOR OF DR. AL OSBORNE | $3,000,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,805,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $290,189 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,155,881 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $120,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,226,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,821 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $120,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,654,879 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,775,354 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,625 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $4,126,688 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $105,964,6682. 1.5% OF LINE 1: $1,589,4703. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $3,986,602 (12/31/20); $4,013,153 (12/31/21); AND $4,380,308 (12/31/22) FOR AN AVERAGE OF $4,126,688 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $106,019 | $96,930 |
| AIR LEASE CORP | $99,082 | $100,032 |
| AMAZON.COM INC | $104,808 | $96,314 |
| AMERICAN EXPRESS CO | $109,959 | $107,800 |
| AMERICAN HONDA FINANCE | $110,026 | $107,731 |
| BANK OF AMERICA CORP | $105,139 | $100,251 |
| BANK OF MONTREAL | $109,831 | $102,783 |
| BP CAP MARKETS AMERICA | $99,633 | $85,996 |
| CANADIAN IMPERIAL BANK | $103,390 | $0 |
| CHARLES SCHWAB CORP | $110,539 | $96,547 |
| CHEVRON USA INC | $109,221 | $99,522 |
| CITIGROUP INC | $115,882 | $105,619 |
| COMCAST CORP | $122,075 | $105,563 |
| D.R. HORTON INC | $59,814 | $49,994 |
| DTE ENERGY CO | $110,358 | $108,244 |
| ELECTRONIC ARTS INC | $87,541 | $84,694 |
| ENERGY TRANSFER PARTNERS | $107,600 | $93,692 |
| FLORIDA POWER & LIGHT CO | $80,000 | $79,260 |
| GENERAL MOTORS FINL CO | $72,804 | $66,227 |
| GENERAL MOTORS FINL CO | $37,172 | $33,981 |
| HCA INC | $104,363 | $99,452 |
| HP ENTERPRISE CO | $104,057 | $94,053 |
| JPMORGAN CHASE & CO | $51,056 | $47,503 |
| JPMORGAN CHASE & CO | $51,408 | $42,591 |
| MCDONALD'S CORP | $99,546 | $94,894 |
| MOODY'S CORPORATION | $99,854 | $93,520 |
| MORGAN STANLEY | $165,247 | $144,850 |
| OMNICOM GROUP INC | $45,693 | $41,281 |
| PAYPAL HOLDINGS INC | $96,004 | $82,721 |
| PIONEER NATURAL RESOURCE | $104,012 | $102,481 |
| PUB SVC NEW HAMP | $106,063 | $103,637 |
| PUBLIC STORAGE | $110,017 | $94,481 |
| ROPER TECHNOLOGIES INC | $35,491 | $28,620 |
| ROSS STORES INC | $107,676 | $99,245 |
| SAN DIEGO G&E | $86,830 | $84,109 |
| SHERWIN-WILLIAMS CO | $75,544 | $68,300 |
| T-MOBILE USA INC | $84,422 | $71,714 |
| TOYOTA MOTOR CREDIT CORP | $103,711 | $102,022 |
| UNION PACIFIC CORP | $32,938 | $27,889 |
| VALERO ENERGY CORP | $110,016 | $104,730 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P SMCAP 600 INDEX | $3,270,630 | $4,107,092 |
| ISHARES TR S&P 500 INDEX | $47,542,675 | $63,978,649 |
| ISHARES TR S&P MIDCAP 400 | $5,163,723 | $6,866,773 |
| VANGUARD RUSSELL 1000 GROW | $997,004 | $942,552 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,937,667 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,466,585 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CARLYLE REALTY PARTNERS VII, | AT COST | $90,274 | $362,921 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP | AT COST | $242,455 | $90,244 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VIII, LP | AT COST | $979,836 | $981,539 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VII, LP | AT COST | $0 | $536,003 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, LP | AT COST | $144,487 | $535,311 |
| GEM REALTY FUND VI, LP | AT COST | $424,705 | $439,869 |
| LANDMARK EQUITY PARTNER XV, LP | AT COST | $141,015 | $79,399 |
| LEGACY VENTURE VI (QP), LLC | AT COST | $517,435 | $1,840,736 |
| OHA STRATEGIC CREDIT FUND II (OFFSHORE), LP | AT COST | $558,300 | $592,740 |
| PARK STREET CAPITAL NATURAL RESOURCE FUND V, LP | AT COST | $459,448 | $613,783 |
| WCAS XII-ASTRO LP | AT COST | $49,557 | $87,620 |
| WELSH, CARSON, ANDERSON & STOWE XII, LP | AT COST | $948,350 | $1,676,754 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $49,746 | LegalFeesAmt |
| Net Investment Income | $4,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,772 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| EOY Book Value | $6,487 | EOYBookValueAmt |
| EOYFMV | $6,487 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $8,266 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $9,122 | $0 | $9,122 |
| K-1 EXPENSES | $116,569 | $116,569 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASS-THROUGH INCOME | $1,126,262 | $1,126,262 | $1,126,262 |
| OTHER INCOME - PFIC (FROM K-1) | $100,364 | $100,364 | $100,364 |
| STATE TAX REFUND | $4 | $0 | $4 |
| K-1 PASS-THROUGH INCOME (UBI) | $120,475 | $0 | $120,475 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES TO RECIPIENTS | Desc |
| Amt | $378,098 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $296,418 | $296,418 | $0 |
| CUSTODY SERVICE FEES | $1,305 | $1,305 | $0 |
| OTHER PROFESSIONAL FEES | $50,092 | $5,009 | $45,083 |
| ONLINE GRANTS MANAGEMENT | $3,500 | $0 | $3,500 |
| ADMINISTRATIVE SUPPORT | $850 | $85 | $765 |
| MANAGEMENT FEES | $137,500 | $13,750 | $123,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $30,000 | $0 | $0 |
| K-1 FOREIGN TAX WITHHOLDING | $1,346 | $1,346 | $0 |
| OTHER | $111 | $0 | $0 |
| STATE | $2,130 | $2,130 | $0 |