CEDAR TREE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR TREE FOUNDATION INC (EIN 13-3601934)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-30
- IRS object ID
- 202323349349100402
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-30T07:51:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 133601934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR TREE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 6176956767 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FRANKLIN STREET 704 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN MARGOT SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176956767 | PhoneNum |
| Signature | 2023-11-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | MARGOT SMITH | 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 | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2023-11-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,446,972 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,738 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,738 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,364,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,259,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,706,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,335,244 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,027,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,072,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,289,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,711 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,165 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,546 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $257,444 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $29,923 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $227,521 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $198,730 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,883 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $179,847 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $788 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $788 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,426 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,314 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,703 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,703 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,062 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,258 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31,804 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,217 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $418 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $207,018 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,894 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $181,124 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,910 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,910 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $550,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $282,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,688,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $469,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $906,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,029,993 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,999,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,718,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $469,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,905,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,645,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,820,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,771,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,829,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,829,673 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $76,413 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $513,141 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $513,141 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $89,338,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,461,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,461,273 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $525,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $525,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $525,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $525,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $27,010,646 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,587,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,587,086 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $73,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,677 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,665 | LandBOYAmt |
| Land EOY | $5,900 | LandEOYAmt |
| Land EOYFMV | $5,900 | LandEOYFMVAmt |
| Other Assets BOY | $165,882 | OtherAssetsBOYAmt |
| Other Assets EOY | $524,899 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $524,899 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $119,892,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,446,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,446,972 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $775,309 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $659,439 | AccountsPayableEOYAmt |
| Grants Payable BOY | $10,689,738 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,109,703 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $431,702 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,465,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,200,844 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $108,427,346 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $73,246,128 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,427,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,246,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,892,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,446,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,427,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,645,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $101,782,312 | SubtotalAmt |
| Other Decreases | $28,536,184 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,246,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT | P | $4,857,670 | $3,089,639 | $1,768,031 | $1,768,031 |
| GRANITE INVESTMENT MANAGEMENT | P | $6,212,459 | $5,748,427 | $464,032 | $464,032 |
| RIVERBRIDGE | P | $905,824 | $826,426 | $79,398 | $79,398 |
| WALDEN ASSET MANAGEMENT | P | $1,941,208 | $1,388,947 | $552,261 | $552,261 |
| HARDING LOEVNER | P | $1,849,703 | $1,750,153 | $99,550 | $99,550 |
| BRECKINRIDGE | P | $6,405,054 | $6,453,903 | -$48,849 | -$48,849 |
| PASSTHROUGH GAINS FROM PARTNERSHIP INVESTMENTS | P | $288,758 | $288,758 | $288,758 | |
| MUTUAL FUNDS | P | $95,325 | $95,325 | $95,325 | |
| MUTUAL FUND - BROWN CAPITAL MANAGEMENT | P | $779,243 | $1,050,435 | -$271,192 | -$271,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,027,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,515 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,015 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,911 | OverpaymentAmt |
| Applied To ES Tax | $46,911 | 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 | MA | 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.CEDARTREEFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | DEBRA MONIZ | IndividualWithBooksNm |
| Phone | 6176956767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FRANKLIN STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN M SMITH | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANDREA L SMITH | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | VICE PRESIDENT | 5.00 | $8,000 | $0 | $0 |
| KRISTIN LEADER | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | CLERK | 5.00 | $8,000 | $0 | $0 |
| RACHEL ALTERNATIVE | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | TREASURER | 5.00 | $10,500 | $0 | $0 |
| JENNIFER L SMITH | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | BOARD MEMBER | 5.00 | $8,500 | $0 | $0 |
| JODY LEADER | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | BOARD MEMBER (UNTIL NOV. 2022) | 5.00 | $8,000 | $0 | $0 |
| SOPHIA KOLEHMAINEN | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $190,711 | $57,947 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DEBRA MONIZ | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | DIRECTOR FINANCE & A | 40.00 | $164,234 | $55,379 | $0 |
| GREG HORNER | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | SENIOR PROGRAM OFFIC | 30.00 | $91,166 | $48,016 | $0 |
| DANA CAMPION | ||||||||
| 100 FRANKLIN STREET SUITE 704 | BOSTON | MA | 02110 | GRANTS MANAGER | 40.00 | $80,319 | $47,062 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,121,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,377,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,568,939 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,068,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,068,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,546,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,522,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,076,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,076,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,104 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,810 | IncomeTaxAmt |
| Total Tax | $62,914 | TotalTaxAmt |
| Distributable Before Adj | $5,013,194 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $52,437 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,065,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,065,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,905,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,905,763 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,065,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,534,754 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,093,633 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,634,522 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,161,950 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,582,912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,007,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,905,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,065,631 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,840,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,847,903 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,534,754 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,313,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,093,633 | ExcessFromYear4Amt |
| Excess From Year3 | $5,634,522 | ExcessFromYear3Amt |
| Excess From Year2 | $7,161,950 | ExcessFromYear2Amt |
| Excess From Year1 | $2,582,912 | ExcessFromYear1Amt |
| Excess From Current Year | $3,840,132 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT EDUCATION FUND | |||||||
| 1220 L STREET NW SUITE 850 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $150,000 | |
| ALASKA COMMUNITY ACTION ON TOXINS | |||||||
| 505 WEST NORTHERN LIGHTS SUITE 205 | ANCHORAGE | AK | 99503 | PC | GENERAL SUPPORT | $125,000 | |
| ALDO LEOPOLD FOUNDATION | |||||||
| E13701 LEVEE ROAD | BARABOO | WI | 53913 | PC | PROJECT SUPPORT OF THE FUTURE LEADERS FELLOWSHIP | $20,000 | |
| ALL IN ENERGY | |||||||
| 30 FAIRVIEW ST | ROSLINDALE | MA | 02131 | PC | GENERAL SUPPORT | $10,000 | |
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | |||||||
| 2201 WASHINGTON STREET SUITE 302 | ROXBURY | MA | 02119 | PC | GENERAL SUPPORT | $30,000 | |
| ATHENS LAND TRUST | |||||||
| 685 N POPE ST | ATHENS | GA | 30601 | PC | PROJECT SUPPORT FOR YOUNG URBAN FARMER PROGRAM | $5,000 | |
| BARRE LIBRARY ASSOCIATION | |||||||
| PO BOX 731 | BARRE | MA | 01005 | PC | PROJECT SUPPORT FOR REPATRIATION OF INDIGENOUS ARTIFACTS | $5,000 | |
| BEACON HOUSE COMMUNITY MINISTRY INC | |||||||
| 601 EDGEWOOD STREET NE SUITE 15 | WASHINGTON | DC | 20017 | PC | GENERAL SUPPORT | $3,500 | |
| BELOVED COMMUNITY CENTER OF GREENSBORO | |||||||
| PO BOX 875 | GREENSBORO | NC | 27402 | PC | GENERAL SUPPORT | $100,000 | |
| BEYOND BOND AND LEGAL DEFENSE | |||||||
| 394 CENTRAL STREET | SAUGUS | MA | 01906 | PC | PROJECT SUPPORT FOR THE BOSTON IMMIGRATION JUSTICE ACCOMPANIMENT NETWORK | $8,000 | |
| BK ROT | |||||||
| 86 WYCKOFF AVENUE | BROOKLYN | NY | 11237 | PC | GENERAL SUPPORT | $25,000 | |
| BOSTON IMPACT INITIATIVE FUND | |||||||
| PO BOX 300443 | JAMAICA PLAIN | MA | 02130 | SO I | PROJECT SUPPORT FOR FIELD BUILDING INITIATIVES | $50,000 | |
| CENTER FOR BLACK WOMEN'S WELLNESS | |||||||
| 477 WINDSOR ST SW RM 309 | ATLANTA | GA | 30312 | PC | PROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH PROGRAM | $125,000 | |
| CENTER FOR CIVIC POLICY | |||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 87102 | PC | GENERAL SUPPORT | $150,000 | |
| CENTER FOR CIVIC POLICY | |||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 87102 | PC | PROJECT SUPPORT FOR THE NEW MEXICO DREAM TEAM | $100,000 | |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY SUITE 302 | OAKLAND | CA | 94612 | PC | PROJECT SUPPORT FOR CHILDREN'S ENVIRONMENTAL HEALTH | $125,000 | |
| CENTRO OBERO DEL FRONTERIZO | |||||||
| 200 TEXAS AVE | EL PASO | TX | 79901 | PC | PROJECT SUPPORT FOR LA MUJER OBRERA'S CHILDREN'S ENVIRONMENTAL HEALTH PROGRAM | $75,000 | |
| CHILDREN'S ENVIRONMENTAL HEALTH NETWORK | |||||||
| 110 MARYLAND AVENUE NE SUITE 404 | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $100,000 | |
| CITY BLOSSOMS | |||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | PC | GENERAL SUPPORT | $70,000 | |
| CIVIL EATS | |||||||
| 502 E COTATI AVE UNIT 7014 | COTATI | CA | 94931 | PC | GENERAL SUPPORT | $5,000 | |
| COLORADO PLATEAU FOUNDATION | |||||||
| 113 E BIRCH AVE | FLAGSTAFF | AZ | 86001 | PC | GENERAL SUPPORT | $50,000 | |
| COMING CLEAN | |||||||
| 28 VERNON STREET SUITE 434 | BRATTLEBORO | VT | 05301 | PC | GENERAL SUPPORT | $125,000 | |
| COMMON FUTURE | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | PROJECT SUPPORT FOR POTLIKKER CAPITAL | $60,000 | |
| CONSERVATORY LAB CHARTER SCHOOL FOUNDATION | |||||||
| 2120 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | PC | PROJECT SUPPORT FOR ENVIRONMENTAL SCIENCE TEACHERS | $160,000 | |
| CONSERVATORY LAB CHARTER SCHOOL FOUNDATION | |||||||
| 2120 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | PC | GENERAL SUPPORT | $15,000 | |
| CULTIVATE CHARLOTTESVILLE | |||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 22905 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 | |
| CULTURAL ARTS COALITION | |||||||
| 321 NW 10TH ST | GAINESVILLE | FL | 32601 | PC | PROJECT SUPPORT FOR ENVIRONMENTAL AMBASSADORS YOUTH SUMMIT | $5,000 | |
| DEFEND OUR HEALTH | |||||||
| 565 CONGRESS STREET | PORTLAND | MA | 04101 | PC | GENERAL SUPPORT | $125,000 | |
| DELAWARE RIVERKEEPER NETWORK | |||||||
| 925 CANAL STREET SUITE 3701 | BRISTOL | PA | 19007 | PC | PROJECT SUPPORT FOR DEFEATING FRACKING AND ITS INFRASTRUCTURE | $100,000 | |
| EARTHFORCE | |||||||
| PO BOX 1228 | DENVER | CO | 80201 | PC | GENERAL SUPPORT | $100,000 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | PROJECT SUPPORT FOR TRIBAL PARTNERSHIPS PROGRAM FOR COMMUNITIES RESISTING FOSSIL FUEL PROJECTS | $10,000 | |
| ECO CITY FARMS | |||||||
| 6010 TAYLOR ROAD | RIVERDALE | MD | 20737 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 | |
| ECOLOGY CENTER | |||||||
| 339 E LIBERTY STREET SUITE 300 | ANN ARBOR | MI | 48104 | PC | PROJECT SUPPORT FOR MARKETPLACE WORK | $100,000 | |
| EMMANUAL MUSIC | |||||||
| PO BOX 171184 | BOSTON | MA | 02117 | PC | GENERAL SUPPORT | $50,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | PC | PROJECT SUPPORT FOR ENVIRONMENTAL HEALTH | $20,000 | |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U ST NW SUITE 100 | WASHINGTON | DC | 20009 | PC | PROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH CAMPAIGN | $125,000 | |
| EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE | |||||||
| 4121 MARTIN LUTHER KING AVENUE | FLINT | MI | 04850 | PC | PROJECT SUPPORT FOR THE FLINT DEVELOPMENT CENTER'S YOUTH PROGRAM AT THE COMMUNITY WATER LAB | $20,000 | |
| EVKIDS | |||||||
| PO BOX 220502 | DORCHESTER | MA | 02122 | PC | GENERAL SUPPORT | $100,000 | |
| GEORGIA MUSLIM VOTER PROJECT | |||||||
| 5680 OAKBROOK PARKWAY SUITE 145 | NORCROSS | GA | 30093 | PC | GENERAL SUPPORT | $125,000 | |
| GREENROOTS | |||||||
| 227 MARGINAL ST SUITE 1 | CHELSEA | MA | 02150 | PC | GENERAL SUPPORT | $50,000 | |
| GREENROOTS | |||||||
| 227 MARGINAL ST SUITE 1 | CHELSEA | MA | 02150 | PC | PROJECT SUPPORT FOR THE PURCHASE AND RENOVATION OF THE FORBES PROPERTY IN CHELSEA | $300,000 | |
| GROUNDSWELL | |||||||
| PO BOX 71642 | OAKLAND | CA | 94612 | PC | PROJECT SUPPORT FOR THE LIBERATION FUND | $30,000 | |
| GROW DAT YOUTH FARM | |||||||
| 1 PALM DR | NRE ORLEANS | LA | 70124 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 | |
| HAND HEART AND SOUL PROJECT | |||||||
| 993 FOREST AVENUE | FOREST PARK | GA | 30297 | PC | PROJECT SUPPORT FOR YOUTH AGRICULTURE PROGRAM | $5,000 | |
| HEALTHY BUILDING NETWORK | |||||||
| 1710 CONNECTICUT AVENUE NW 4TH | WASHINGTON | DC | 20009 | PC | PROJECT SUPPORT FOR THE HOME FREE PROJECT | $125,000 | FLOOR |
| HONOR THE EARTH | |||||||
| PO BOX 63 | CALLAWAY | MN | 56521 | PC | PROJECT SUPPORT FOR THE REGRANTING PROGRAM | $50,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE (IFSI-USA) | |||||||
| 5 JALLEISON STREET | HYDE PARK | MA | 02136 | PC | GENERAL SUPPORT | $10,000 | |
| INDIAN COUNTRY TODAY | |||||||
| PO BOX 929 | PHOENIX | AZ | 85001 | PC | GENERAL SUPPORT | $6,000 | |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | |||||||
| PO BOX 485 | BEMIDJI | MT | 56619 | PC | GENERAL SUPPORT | $15,000 | |
| INTERTRIBAL AGRICULTURE COUNCIL | |||||||
| 100 NORTH 27TH STREET SUITE 500 | BILLINGS | MT | 59101 | PC | PROJECT SUPPORT OF THE REGENERATIVE GRAZING INIATIATIVE | $150,000 | |
| JONES VALLEY TEACHING FARM | |||||||
| 701 25TH STREET NORTH | BIRMINGHAM | AL | 35203 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 | |
| LA COLABORATIVA | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | GENERAL SUPPORT | $15,000 | |
| LAND STEWARDSHIP PROJECT | |||||||
| 821 EAST 35TH STREET SUITE 200 | MINNEAPOLIS | MN | 55407 | PC | PROJECT SUPPORT FOR PROMOTING REGENERATIVE GRAZING AS PART OF THE BRIDGE TO SOIL HEALTH PROGRAM | $125,000 | |
| LIGHT HOUSE GROUP | |||||||
| 1127 KILDAIRE FARM ROAD | CARY | NC | 27511 | PC | PROJECT SUPPORT FOR MUSLIM WOMEN | $40,000 | |
| MAINE COMMUNITY INTEGRATION | |||||||
| PO BOX 653 | LEWISTON | ME | 04243 | PC | PROJECT SUPPORT FOR YOUTH LED URBAN AGRICULTURE PROGRAM | $20,000 | |
| MARTHA'S VINEYARD MUSEUM | |||||||
| PO BOX 1310 | EDGARTOWN | MA | 02539 | PC | GENERAL SUPPORT | $3,000 | |
| NAAEE | |||||||
| 1725 DESALES 401 NW | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT FOR ESTABLISHMENT OF CEE CHANGE FELLOWSHIP | $162,371 | |
| NA'AH ILLAHEE FUND | |||||||
| PO BOX 17844 | SEATTLE | WA | 98127 | PC | PROJECT SUPPORT FOR CAPACITY BUILDING & REGRANTING PROGRAMS | $50,000 | |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | PC | PROJECT SUPPORT FOR THE AUDUBON CONSERVATION RANCHING PROGRAM | $150,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | PROJECT SUPPORT FOR ENVIRONMENTAL HEALTH | $20,000 | |
| NAVA EDUCATION PROJECT | |||||||
| PO BOX 35698 | ALBUQUERQUE | NM | 87176 | PC | GENERAL SUPPORT | $65,000 | |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND | |||||||
| 15 COURT SQUARE SUITE 345 | BOSTON | MA | 02108 | PC | PROJECT SUPPORT FOR ENVIRONMENTAL AND CLIMATE JUSTICE WORK | $20,000 | |
| NEO PHILANTHROPY | |||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | PROJECT SUPPORT FOR THE YOUTH ENGAGEMENT FUND | $20,000 | |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $3,000 | |
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER | |||||||
| 2029 UNIVERSITY AVENUE SUITE 200 | BERKELEY | CA | 94704 | PC | PROJECT SUPPORT FOR BUILDING A BETTER FOOD & FARMING SYSTEM FROM THE GROUND UP | $20,000 | |
| PIIKANI LODGE HEALTH INSTITUTE | |||||||
| PO BOX 850 GOVERNMENT SQUARE | BROWNING | MT | 59417 | PC | PROJECT SUPPORT OF THE BLACKFEET NATION REGENERATIVE GRAZING INITIATIVE | $170,000 | |
| POLLY HILL ARBORETUM | |||||||
| PO BOX 561 809 STATE ROAD | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $20,000 | |
| PRACTICAL FARMERS OF IOWA | |||||||
| 1615 GOLDEN ASPEN DRIVESUITE 101 | AMES | IA | 50010 | PC | PROJECT SUPPORT FOR PROMOTING REGENERATIVE GRAZING | $175,000 | |
| QUIVIRA COALITION | |||||||
| 1413 SECOND ST STE 1 | SANTE FE | NM | 87505 | PC | PROJECT SUPPORT FOR NORTHERN PLAINS RANGELAND STEWARDSHIP PROGRAM | $110,000 | |
| REGENERATIVE AGRICULTURE FOUNDATION | |||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | PROJECT SUPPORT FOR THE HERD FELLOWS SCHOLARSHIP FUND | $10,000 | |
| RESILIENT SISTERHOOD PROJECT | |||||||
| 263 HUNTINGTON AVENUE SUITE 302 | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $20,000 | |
| RIDGE TO REEFS | |||||||
| 6618 STIRRUP CT | SYKESVILLE | MD | 21784 | PC | PROJECT SUPPORT FOR BALTIMRE COMPOST COLLECTIVE | $5,000 | |
| SEED COMMONS | |||||||
| 116 NASSAU ST SUITE 513 | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $30,000 | |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC | |||||||
| PO BOX 4569 | ARCATA | CA | 95518 | PC | GENERAL SUPPORT | $40,000 | |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC | |||||||
| PO BOX 4569 | ARCATA | CA | 95518 | PC | PROJECT SUPPORT FOR THE STANDING ROCK WIND FARM | $60,000 | |
| SHERIFFS MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $10,000 | |
| SILENT SPRING INSTITUTE | |||||||
| 320 NEVADA STREET SUITE 302 | NEWTON | MA | 02460 | PC | GENERAL SUPPORT | $50,000 | |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC FOR BUILDING EQUITY AND ALIGNMENT | |||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | PC | PROJECT SUPPORT FOR THE BUILDING EQUITY AND ALIGNMENT FOR IMPACT FUND | $60,000 | |
| SOCIETY FOR CONSERVATION BIOLOGY | |||||||
| 1133 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PC | PROJECT SUPPORT FOR SMITH FELLOWS PROGRAM | $1,770,629 | |
| SOIL AND SOUL | |||||||
| 6285 WHITE PINE WAY | LANTANA | FL | 33462 | PC | PROJECT SUPPORT FOR THE YOUTH LEADERSHIP PROGRAM | $5,000 | |
| SOLEBURY SCHOOL | |||||||
| 6832 PHILLIPS MILL RD | NEW HOPE | PA | 18938 | PC | PROJECT SUPPORT FOR THE SHAPING SOLEBURY CAMPAIGN | $150,000 | |
| SOUL FIRE FARM | |||||||
| 1972 NY-2 | PETERSBURG | NY | 12138 | PC | GENERAL SUPPORT | $15,000 | |
| SOUTHWEST ORGANIZING PROJECT | |||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | PC | GENERAL SUPPORT | $80,000 | |
| SPEAK FOR THE TREES BOSTON | |||||||
| 49 OLIVER STREET | WATERTOWN | MA | 02472 | PC | GENERAL SUPPORT | $30,000 | |
| TANKA FUND | |||||||
| 287 WATER TOWER ROAD | KYLE | SD | 57752 | PC | GENERAL SUPPORT | $100,000 | |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | |||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | PC | GENERAL SUPPORT | $100,000 | |
| THE NATURE CONSERVANCY | |||||||
| 99 BEDFORD STREET | BOSTON | MA | 02111 | PC | PROJECT SUPPORT FOR WORK ON MARTHA'S VINEYARD | $3,000 | |
| UNITARIAN UNIVERSALIST ASSOCIATION FOR FIRST PARISH IN BROOKLINE | |||||||
| 382 WALNUT STREET | BROOKLINE | MA | 02445 | PC | PROJECT SUPPORT FOR THE SOCIAL JUSTICE FUND | $5,000 | |
| URBAN AFFAIRS COALITION FOR VIETLEAD | |||||||
| 1207 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | PC | PROJECT SUPPORT FOR VIETLEADS YOUTH WORK AT RESILIENT ROOTS COMMUNITY FARM | $20,000 | |
| URBAN FARMING INSTITUTE | |||||||
| 34 LINWOOD STREET | ROXBURY | MA | 02119 | PC | GENERAL SUPPORT | $25,000 | |
| URBAN FARMING INSTITUTE | |||||||
| 34 LINWOOD STREET | ROXBURY | MA | 02119 | PC | PROJECT SUPPORT FOR THE CAPITAL CAMPAIGN | $40,000 | |
| VINEYARD CONSERVATION SOCIETY | |||||||
| PO BOX 2189 VINEYARD HAVEN MA 02568 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $75,000 | |
| WEST HARLEM ENVIRONMENTAL ACTION INC | |||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 01003 | PC | PROJECT SUPPORT FOR THE CAMPAIGN AGAINST TOXIC SKIN AND HAIR PRODUCTS | $100,000 | |
| WEST TISBURY LIBRARY FOUNDATION | |||||||
| PO BOX 1238 | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $3,000 | |
| WESTERN SUSTAINABILITY EXCHANGE | |||||||
| PO BOX 1448 | LIVINGSTON | MT | 59047 | PC | PROJECT SUPPORT FOR ADVANCING REGENERATIVE GRAZING IN MONTANA | $90,000 | |
| WINDHAM REGIONAL COMMUNITY COUNCIL INC | |||||||
| 872 MAIN ST | WILLIMANTIC | CT | 06226 | PC | PROJECT SUPPORT FOR GROW WINDHAM | $25,000 | |
| WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT FOR THE PASTUR | |||||||
| 2101 RIVERFRONT DRIVE | LITTLE ROCK | AR | 72202 | PC | PROJECT SUPPORT WINROCK SOLUTIONS' PASTURE PROJECT | $125,000 | |
| WINSOR MUSIC | |||||||
| 312 WALTHAM ST | LEXINGTON | MA | 02421 | PC | GENERAL SUPPORT | $2,000 | |
| WOLFE'S NECK FARM FOUNDATION | |||||||
| 184 BURNETT RD | FREEPORT | ME | 04032 | PC | PROJECT SUPPORT FOR NEW ENGLAND GRAZING NETWORK | $125,000 | |
| WOMEN ENGAGED | |||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | GENERAL SUPPORT | $100,000 | |
| WOMEN'S VOICES FOR THE EARTH | |||||||
| PO BOX 8743 | MISSOULA | MT | 05980 | PC | GENERAL SUPPORT | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,999,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT EDUCATION FUND | ||||||
| 1220 L STREET NW SUITE 850 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $150,000 |
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | ||||||
| 2201 WASHINGTON STREET SUITE 302 | ROXBURY | MA | 02119 | PC | GENERAL SUPPORT | $60,000 |
| BELOVED COMMUNITY CENTER OF GREENSBORO | ||||||
| PO BOX 875 | GREENSBORO | NC | 27402 | PC | GENERAL SUPPORT | $100,000 |
| BEYOND BOND AND LEGAL DEFENSE | ||||||
| 394 CENTRAL STREET | SAUGUS | MA | 01906 | PC | PROJECT SUPPORT FOR THE BOSTON IMMIGRATION JUSTICE ACCOMPANIMENT NETWORK | $16,000 |
| CENTER FOR BLACK WOMEN'S WELLNESS | ||||||
| 477 WINDSOR ST SW RM 309 | ATLANTA | GA | 30312 | PC | PROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH PROGRAM | $250,000 |
| CENTER FOR CIVIC POLICY | ||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 87102 | PC | GENERAL SUPPORT | $150,000 |
| CENTER FOR CIVIC POLICY | ||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 87102 | PC | PROJECT SUPPORT FOR THE NEW MEXICO DREAM TEAM | $100,000 |
| CENTRO OBERO DEL FRONTERIZO | ||||||
| 200 TEXAS AVE | EL PASO | TX | 79901 | PC | PROJECT SUPPORT FOR LA MUJER OBRERA'S CHILDREN'S ENVIRONMENTAL HEALTH PROGRAM | $150,000 |
| CHILDREN'S ENVIRONMENTAL HEALTH NETWORK | ||||||
| 110 MARYLAND AVENUE NE SUITE 404 | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $200,000 |
| COLORADO PLATEAU FOUNDATION | ||||||
| 113 E BIRCH AVE | FLAGSTAFF | AZ | 86001 | PC | GENERAL SUPPORT | $50,000 |
| COMMON FUTURE | ||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | PROJECT SUPPORT FOR POTLIKKER CAPITAL | $120,000 |
| CULTIVATE CHARLOTTESVILLE | ||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 22905 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 |
| ECO CITY FARMS | ||||||
| 6010 TAYLOR ROAD | RIVERDALE | MD | 20737 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 |
| GEORGIA MUSLIM VOTER PROJECT | ||||||
| 5680 OAKBROOK PARKWAY SUITE 145 | NORCROSS | GA | 30093 | PC | GENERAL SUPPORT | $125,000 |
| GREENROOTS | ||||||
| 227 MARGINAL ST SUITE 1 | CHELSEA | MA | 02150 | PC | GENERAL SUPPORT | $40,000 |
| GROUNDSWELL | ||||||
| PO BOX 71642 | OAKLAND | CA | 94612 | PC | PROJECT SUPPORT FOR THE LIBERATION FUND | $60,000 |
| GROW DAT YOUTH FARM | ||||||
| 1 PALM DR | NRE ORLEANS | LA | 70124 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 |
| IMMIGRANT FAMILY SERVICES INSTITUTE (IFSI-USA) | ||||||
| 5 JALLEISON STREET | HYDE PARK | MA | 02136 | PC | GENERAL SUPPORT | $20,000 |
| INDIAN COUNTRY TODAY | ||||||
| PO BOX 929 | PHOENIX | AZ | 85001 | PC | GENERAL SUPPORT | $6,000 |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | ||||||
| PO BOX 485 | BEMIDJI | MT | 56619 | PC | GENERAL SUPPORT | $15,000 |
| INTERTRIBAL AGRICULTURE COUNCIL | ||||||
| 100 NORTH 27TH STREET SUITE 500 | BILLINGS | MT | 59101 | PC | PROJECT SUPPORT OF THE REGENERATIVE GRAZING INIATIATIVE | $300,000 |
| JONES VALLEY TEACHING FARM | ||||||
| 701 25TH STREET NORTH | BIRMINGHAM | AL | 35203 | PC | PROJECT SUPPORT FOR YOUTH PROGRAM | $25,000 |
| LA COLABORATIVA | ||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | GENERAL SUPPORT | $30,000 |
| LIGHT HOUSE GROUP | ||||||
| 1127 KILDAIRE FARM ROAD | CARY | NC | 27511 | PC | PROJECT SUPPORT FOR MUSLIM WOMEN | $40,000 |
| NAAEE | ||||||
| 1725 DESALES 401 NW | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT FOR ESTABLISHMENT OF CEE CHANGE FELLOWSHIP | $312,690 |
| NAVA EDUCATION PROJECT | ||||||
| PO BOX 35698 | ALBUQUERQUE | NM | 87176 | PC | GENERAL SUPPORT | $65,000 |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND | ||||||
| 15 COURT SQUARE SUITE 345 | BOSTON | MA | 02108 | PC | PROJECT SUPPORT FOR ENVIRONMENTAL AND CLIMATE JUSTICE WORK | $20,000 |
| NEO PHILANTHROPY | ||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | PROJECT SUPPORT FOR THE YOUTH ENGAGEMENT FUND | $20,000 |
| PIIKANI LODGE HEALTH INSTITUTE | ||||||
| PO BOX 850 GOVERNMENT SQUARE | BROWNING | MT | 59417 | PC | PROJECT SUPPORT OF THE BLACKFEET NATION REGENERATIVE GRAZING INITIATIVE | $260,000 |
| SEED COMMONS | ||||||
| 116 NASSAU ST SUITE 513 | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $60,000 |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC | ||||||
| PO BOX 4569 | ARCATA | CA | 95518 | PC | GENERAL SUPPORT | $80,000 |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC | ||||||
| PO BOX 4569 | ARCATA | CA | 95518 | PC | PROJECT SUPPORT FOR THE STANDING ROCK WIND FARM | $60,000 |
| SILENT SPRING INSTITUTE | ||||||
| 320 NEVADA STREET SUITE 302 | NEWTON | MA | 02460 | PC | GENERAL SUPPORT | $60,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC FOR BUILDING EQUITY AND ALIGNMENT | ||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | PC | PROJECT SUPPORT FOR THE BUILDING EQUITY AND ALIGNMENT FOR IMPACT FUND | $120,000 |
| SOCIETY FOR CONSERVATION BIOLOGY | ||||||
| 1133 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PC | PROJECT SUPPORT FOR SMITH FELLOWS PROGRAM | $1,462,015 |
| SOLEBURY SCHOOL | ||||||
| 6832 PHILLIPS MILL RD | NEW HOPE | PA | 18938 | PC | PROJECT SUPPORT FOR THE SHAPING SOLEBURY CAMPAIGN | $150,000 |
| SOUL FIRE FARM | ||||||
| 1972 NY-2 | PETERSBURG | NY | 12138 | PC | GENERAL SUPPORT | $30,000 |
| SOUTHWEST ORGANIZING PROJECT | ||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | PC | GENERAL SUPPORT | $200,000 |
| SPEAK FOR THE TREES BOSTON | ||||||
| 49 OLIVER STREET | WATERTOWN | MA | 02472 | PC | GENERAL SUPPORT | $30,000 |
| TANKA FUND | ||||||
| 287 WATER TOWER ROAD | KYLE | SD | 57752 | PC | GENERAL SUPPORT | $200,000 |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | ||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | PC | GENERAL SUPPORT | $100,000 |
| UNITARIAN UNIVERSALIST ASSOCIATION FOR FIRST PARISH IN BROOKLINE | ||||||
| 382 WALNUT STREET | BROOKLINE | MA | 02445 | PC | PROJECT SUPPORT FOR THE SOCIAL JUSTICE FUND | $5,000 |
| WEST HARLEM ENVIRONMENTAL ACTION INC | ||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 01003 | PC | PROJECT SUPPORT FOR THE CAMPAIGN AGAINST TOXIC SKIN AND HAIR PRODUCTS | $200,000 |
| WOMEN ENGAGED | ||||||
| WOMEN ENGAGED | ATLANTA | GA | 30307 | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,616,705 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,738 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $47,713 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,316,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,706,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $47,713 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,025,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,072,972 | 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 | $41,740 | Amt |
| Net Investment Income | $5,426 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,314 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTERNATIVE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 HUNT STREET SUITE 441 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-02-07 | GrantDt |
| Grant | $4,291,841 | GrantAmt |
| Purpose Of Grant | PROJECT SUPPORT FOR ACTIVITIES WITHIN THE HISTORIC PRACTICES OF CEDAR TREE FOUNDATION, INCLUDING INITIATIVES PRIMARILY FOCUSED ON THE ENVIRONMENT. | PurposeOfGrantTxt |
| Expended By Grantee | $1,601,086 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | CEDAR TREE FOUNDATION HAS NO KNOWLEDGE OF ANY DIVERSION. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | THE GRANTEE'S ANNUAL REPORT WAS SUBMITTED ON JANUARY 15, 2023 | DatesOfReportsByGranteeTxt |
| Results Of Verification | VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S REPORT AS DEEMED NECESSARY. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EAGLE CAPITAL MANAGEMENT | $9,747,329 | $9,747,329 |
| GRANITE | $10,376,067 | $10,376,067 |
| WALDEN CAPITAL | $5,211,686 | $5,211,686 |
| GENERATION | $12,036,570 | $12,036,570 |
| RIVERBRIDGE ADVISORS | $4,303,134 | $4,303,134 |
| NEW ALTERNATIVES FUND | $2,410,856 | $2,410,856 |
| PAX GLOBAL ENVIRONMENT MARKETS FUND | $4,558,962 | $4,558,962 |
| HARDING LOVE | $8,816,336 | $8,816,336 |
| GLACIER | $333 | $333 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH EQUIVALENTS | FMV | $1,531,741 | $1,531,741 |
| REAL ESTATE INVESTMENT TRUST | FMV | $268,773 | $268,773 |
| MONEY MARKET FUNDS | FMV | $1,006,702 | $1,006,702 |
| INV. PARTNERSHIP - CLEANTECH FUND OF FUNDS | FMV | $651,636 | $651,636 |
| INV. PARTNERSHIP - CLEANTECH DIRECT FUND | FMV | $6,981 | $6,981 |
| FIXED INCOME - RSF SOCIALLY RESPONSIBLE FUND | FMV | $532,090 | $532,090 |
| PROGRAM RELATED INVESTMENTS | FMV | $500,000 | $500,000 |
| LOW DURATION/HIGH CREDIT PORTFOLIO - BRECKINRIDGE ADVISORS | FMV | $20,089,163 | $20,089,163 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $788 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $788 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $29,640 | $29,640 | $29,640 |
| INVESTMENT INCOME RECEIVABLE | $136,242 | $127,430 | $127,430 |
| RIGHT-OF-USE ASSET | $0 | $367,829 | $367,829 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $28,536,184 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $318,525 | $241,481 | $77,044 |
| BOARD EXPENSE | $87,367 | $11,358 | $76,009 |
| INSURANCE | $19,850 | $2,581 | $17,270 |
| FELLOW PROGRAM EXPENSE | $46,068 | $0 | $46,068 |
| OFFICE EXPENSE | $51,729 | $555 | $51,174 |
| EQUIPMENT | $214 | $28 | $186 |
| FOREIGN TAXES | $26,437 | $26,437 | $0 |
| STATE FILING FEE | $500 | $0 | $500 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | -$239,842 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $431,702 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES - ALL ACCOUNTS | CategoryTxt |
| Amt | $74,703 | Amt |
| Net Investment Income | $74,703 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $70,000 | $0 | $0 |
| PAYROLL TAXES | $36,062 | $4,258 | $31,804 |
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