RICHARD LOUNSBERY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD LOUNSBERY FOUNDATION INC (EIN 13-6081860)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349103115
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T13:29:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136081860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LOUNSBERY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2028728080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 13TH STREET NW 1030N | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH HOLLEMAN BROWN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2028728080 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | HOLLEMAN BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,788,497 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,496,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $75 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $752,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $752,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,627,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,907,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,627,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,875,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,379,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $288,594 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,859 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $259,735 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,955 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,696 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,259 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,282 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,282 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,157 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,579 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,578 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,860 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $349 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $21,417 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,142 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,275 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,384 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,384 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,411 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,941 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $743,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $247,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $378,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,588,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,588,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,331,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $247,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,966,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $543,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,132,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $501,323 | CashBOYAmt |
| Cash EOY | $344,272 | CashEOYAmt |
| Cash EOYFMV | $344,272 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,413,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $675,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $675,438 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,767,731 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,622,038 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,583,840 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,616,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,321,911 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,466,983 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,666,442 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,541,620 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,585,335 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,669,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,674,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,132,104 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,810 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $874 | LandBOYAmt |
| Land EOY | $525 | LandEOYAmt |
| Land EOYFMV | $525 | LandEOYFMVAmt |
| Total Assets BOY | $24,636,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,179,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,788,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,636,159 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,179,814 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,636,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,179,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,636,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,179,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,636,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $543,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,179,814 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,179,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,907,892 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,280,524 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,627,368 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,627,368 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,627,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,000 | 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 | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,641 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.RLOUNSBERY.ORG | WebsiteAddressTxt |
| Individual With Books | ELIZABETH HOLLEMAN BROWN | IndividualWithBooksNm |
| Phone | 2028728080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 13TH STREET NW 1030N | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| JESSE H AUSUBEL | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | CHAIRMAN | 5.00 | $50,000 | $0 | $0 |
| DAVID D SABATINI | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | VICE CHAIRMAN | 2.00 | $20,000 | $0 | $0 |
| JUNE YEARWOOD | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | TREASURER | 5.00 | $0 | $0 | $0 |
| MAXMILLIAN ANGERHOLZER III | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 5.00 | $20,000 | $0 | $0 |
| R NICHOLAS BURNS | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| CATHERINE DULAC | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| CLAIRE E MAX | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| RICHARD J MCHENRY | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| ELIZABETH HOLLEMAN BROWN | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR OF PROGRAMS & COR | 40.00 | $118,594 | $20,592 | $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 | UBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $178,455 | 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 | $29,831,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $800,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $525 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,632,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,632,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,173,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,508,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,508,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,641 | TotalTaxAmt |
| Distributable Before Adj | $1,479,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,479,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,479,028 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,966,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,966,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,479,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $406,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $406,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,966,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $2,496,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,470,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,449 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,449 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,893,789 | 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 | $2,496,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $397,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $397,789 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | L BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 13TH ST NW STE 1030N | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2028728080 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM IS REQUIRED FOR APPLICATION. APPLICATION IS TO BE MADE IN WRITING SETTING FORTH THE NEED, NATURE AND THE AMOUNT OF THE REQUEST PLUS A BUDGET JUSTIFYING THE AMOUNT REQUESTED. ALSO, THE ORGANIZATION'S IRS 501(C)(3) DETERMINATION LETTER AND RELEVANT EXHIBITS SHOULD BE INCLUDED, IF APPLICABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS SHOULD BE SUBMITTED TO THE FOUNDATION NO LATER THAN SIX WEEKS PRIOR TO THE FIRST OF | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO QUALIFYING ORGANIZATIONS ONLY AND NOT TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FAPAB RESEARCH CENTER ASSOCIATION | |||||||||||||
| VIA UMBERTO I 5 96012 AVOLA SR | SICILY | IT | NONE | NC | SEED FUND FOR THE FORENSIC ANTHROPOLOGY, PALEOPATHOLOGY AND BIOARCHEOLOGY RESEARCH CENTER (FAPAB) | $125,000 | |||||||
| FRENCH WEST INDIES UNIVERSITY | |||||||||||||
| CAMPUS DE FOUILLOLE BOITE POSTALE | POINTEAPITRE | FR | NONE | NC | ARCHAEOLOGY OF THE MILITARY SHIPS LOST IN THE LESSER ANTILLES DURING THE AMERICAN WAR OF INDEPENDENCE (1775-1783) | $49,400 | 250 | GUADELOUPE | 97275 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| NONE | PC | RECONSTRUCTING ANCIENT PANDEMICS IN FRANCE FROM ARCHAEOLOGY AND SCIENCE | $115,000 | 1033 MASSACHUSETTS AVENUE 5TH FLOOR | CAMBRIDGE | MA | 02138 | ||||||
| METROPOLITAN MUSEUM OF ART | |||||||||||||
| NONE | PC | ART BIO MATTERS 2021: A VIRTUAL INTERDISCIPLINARY COMMUNITY FOR THE STUDY AND THE ANALYSIS OF BIOLOGICAL MATERIAL IN FINE ART. | $70,000 | 1000 5TH AVENUE | NEW YORK | NY | 10028 | ||||||
| SCHOOL OF MOLECULAR AND THEORETICAL BIOLOGY | |||||||||||||
| NONE | PC | PROMOTING AN INTERNATIONAL RESEARCH EXPERIENCE AND DIVERSE STUDENT AND FACULTY PARTICIPATION IN THE SCHOOL OF MOLECULAR AND THEORETICAL BIOLOGY | $97,500 | 996B SAN MIGUEL ROAD | CONCORD | CA | 94518 | ||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||||||||
| NONE | PC | SCIENTISTS AND SPIES: HISTORY, ACHIEVEMENTS, AND LEGACY OF THE CIA'S MEDEA PROGRAM | $58,374 | EARTH RESEARCH INSTITUTE | SANTA BARBARA | CA | 93106 | ||||||
| PONTIFICIA UNIVERSIDAD CATOLICA DE CHILE | |||||||||||||
| ALAMEDA 340 | SANTIAGO | CI | NONE | NC | SCIENTIFIC COLLABORATION IN CHILE: TRANSCRIPTIONAL REWIRING AND DIRECTED EVOLUTION OF CIRCADIAN CONTROLLED FITNESS | $120,000 | |||||||
| FUNDACION MANUEL PEREZ | |||||||||||||
| AVDA GENERAL FLORES 2125 | MONTEVIDEO | UY | NONE | NC | SCIENTIFIC COLLABORATION IN URUGUAY: A NEW DIMENSION OF VIRAL INFECTION PROCESSES | $120,000 | 11800 | ||||||
| INSTITUTE FOR MOLECULAR & CELLULAR BIOLOGY OF ROSARIO & NATL UNIV | |||||||||||||
| BV 27 DE FEBRERO 2000 | ROSARIO SANTA FE | AR | NONE | NC | SCIENTIFIC COLLABORATION IN ARGENTINA: THE ROLES OF MSRA AND STARD3 PROTEINS IN NON-VESICULAR CHOLESTEROL TRANSPORT | $120,000 | |||||||
| SMITHSONIAN SCIENCE EDUCATION CENTER | |||||||||||||
| NONE | PC | SPACE SCIENCE: SMITHSONIAN SCIENCE EDUCATION ACADEMY FOR TEACHERS IN HUNTSVILLE, AL | $200,000 | 901 D STREET NW SUITE 704B | WASHINGTON | DC | 20024 | ||||||
| GOWANUS CANAL CONSERVANCY | |||||||||||||
| NONE | PC | GOWANUS CONSERVANCY COMMUNITY SCIENCE PROGRAM (CITIZEN SCIENCE ECOLOGICAL SURVEY OF POLLUTED PART OF NY HARBOR) | $74,986 | 248 THIRD STREET | BROOKLYN | NY | 11215 | ||||||
| GOWANUS DREDGERS CANOE CLUB | |||||||||||||
| NONE | PC | GOWANUS CONSERVANCY COMMUNITY SCIENCE PROGRAM (CITIZEN SCIENCE ECOLOGICAL SURVEY OF POLLUTED PART OF NY HARBOR) | $20,700 | PO BOX 24403 | NEW YORK | NY | 11202 | ||||||
| COLD SPRING HARBOR LABORATORY | |||||||||||||
| NONE | PC | RESEARCH READY PARTNERSHIPS: PROVIDING INTENSIVE BIOLOGY SUPPORT FOR NEW YORK CITY PUBLIC SCHOOLS | $99,925 | 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | ||||||
| TEACHERS COLLEGE AT COLUMBIA UNIVERSITY | |||||||||||||
| NONE | PC | OVERCOMING COVID-RELATED MATH AND SCIENCE LEARNING LOSS IN A HARLEM MIDDLE SCHOOL | $150,000 | 525 W 120TH STREET | NEW YORK | NY | 10027 | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE - MOLECULAR AND CELLULAR BIOLOGY | |||||||||||||
| NONE | PC | LABXCHANGE ANIMATING SCIENCE COMPETITION | $99,999 | 52 OXFORD STREET | CAMBRIDGE | MA | 02138 | ||||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||||
| NONE | PC | US-RUSSIAN COOPERATION ON ENVIRONMENTAL SCIENCE AND CONSERVATION IN THE RUSSIAN FAR EAST | $150,000 | 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||||
| NONE | PC | COSMIC VIEW OF LIFE ON EARTH: A COLLABORATION BETWEEN ASTROPHYSICS AND BIOINFORMATICS | $150,000 | 79TH STREET AND CPW | NEW YORK | NY | 10024 | ||||||
| THE ANDREW W MARSHALL FOUNDATION | |||||||||||||
| NONE | PC | SEED FUNDING FOR THE ESTABLISHMENT OF THE ANDREW MARSHALL FOUNDATION - FRANCE, THE UNITED STATES, AND CHINA 2050 | $97,264 | 1 WOODBURY HILL ROAD | JAFFREY | NY | 03452 | ||||||
| INSTITUT JEAN MONNET UNITE MANKIND | |||||||||||||
| AHORNENLAAN 12 | ANTWERP | BE | NONE | NC | SEED FUNDING FOR THE ESTABLISHMENT OF THE "INSTITUT JEAN MONNET" | $65,000 | |||||||
| FACE FOUNDATION THOMAS JEFFERSON FUND | |||||||||||||
| NONE | PC | THOMAS JEFFERSON FUND TO SUPPORT COLLABORATION BETWEEN EARLY CAREER RESEARCHERS IN THE US AND FRANCE | $111,100 | 972 5TH AVENUE | NEW YORK | NY | 10075 | ||||||
| SETI INSTITUTE | |||||||||||||
| NONE | PC | AN ALERT SYSTEM FOR ALL CITIZEN ASTRONOMERS | $199,298 | 189 BERNARDO AVENUE SUITE 200 | MOUNTAIN VIEW | CA | 94043 | ||||||
| SORBONNE UNIVERSITE - CELLF FACULTE DE LETTRES TOUR ZAMANSKY | |||||||||||||
| 4 PLACE JUSSIEU | PARIS CEDEX | FR | NONE | NC | THE ENCYCLOPEDIES PLATES: THE FIRST COMPREHENSIVE STUDY OF DIDEROTS VISUAL DICTIONARY | $175,000 | |||||||
| UNIVERSITY OF CALIFORNIA SANTA CRUZ | |||||||||||||
| NONE | PC | BUILDING CAPACITY FOR HAWAII STEM WORKFORCE DEVELOPMENT TO SUPPORT U.S. ASTRONOMY - AKAMAI PROGRAM | $201,707 | 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | ||||||
| CONSORTIUM FOR OCEAN LEADERSHIP | |||||||||||||
| NONE | PC | PLANNING AN OCEAN SOUND DECADE | $99,747 | 1225 NEW YORK AVENUE NW SUITE 300 | WASHINGTON | DC | 20005 | ||||||
| RICE UNIVERSITY BAKER INSTITUTE FOR PUBLIC POLICY | |||||||||||||
| NONE | PC | SCIENCE ADVICE IN THE WHITE HOUSE: THE OSTP & PCAST DIGITAL ARCHIVE | $50,023 | 6100 MAIN STREET | HOUSTON | TX | 77005 | ||||||
| NEW YORK PUBLIC LIBRARY FOR THE PERFORMING ARTS | |||||||||||||
| NONE | PC | DNA FROM ARTIFACTS IN THE LIBRARY FOR THE PERFORMING ARTS' ARCHIVE: FRANZ LISZT, SYNESTHESIA AND BEYOND | $82,569 | 40 LINCOLN CENTER PLAZA | NEW YORK | NY | 10024 | ||||||
| YALE UNIVERSITY | |||||||||||||
| NONE | PC | DNA FROM ARTIFACTS IN THE LIBRARY FOR THE PERFORMING ARTS' ARCHIVE: FRANZ LISZT, SYNESTHESIA AND BEYOND | $112,804 | 266 WHITNEY AVENUE | NEW HAVEN | CT | 06520 | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| NONE | PC | CONNECTIONS TO SUSTAIN SCIENCE IN LATIN AMERICA | $283,722 | 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| NONE | PC | RICHARD LOUNSBERY AWARD | $81,383 | 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| NONE | PC | FRENCH-U.S. COLLABORATION FOR COMPARATIVE EDUCATION | $12,000 | 3720 S FLOWER STREET | LOS ANGELES | CA | 90089 | ||||||
| ASSOCIATION OF AMERICAN UNIVERSITIES | |||||||||||||
| NONE | PC | ADVANCING U.S. SCIENCE POLICY THROUGH THE PUBLICATION OF THE 2ND EDITION OF BEYOND SPUTNIK: U.S. SCIENCE POLICY IN THE 21ST CENTURY | $12,000 | 1200 NEW YORK AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | ||||||
| YORK UNIVERSITY | |||||||||||||
| 4700 KEELE STREET | TORONTO | CA | NONE | NC | WHY WE EAT: UNRAVELING THE MYSTERIES OF NUTRITION AND METABOLISM (BOOK) | $12,000 | ONTARIO | M3J 1P3 | |||||
| UNIVERSITY OF VIRGINIA IATH | |||||||||||||
| NONE | PC | DIGITALSEPOLTUARIO: INCREASING THE SCOPE AND INTERACTIVITY OF INTERNET RESOURCES ON BURIALS AND MONUMENTS IN RENAISSANCE FLORENCE | $11,997 | PO BOX 400115 | CHARLOTTESVILLE | VA | 22904 | ||||||
| DEEP-SEA BIOLOGY SOCIETY | |||||||||||||
| 49 STATION RD POLEGATE | EAST SUSSEX BN EA | UK | NONE | NC | SUPPORT FOR THOSE IN FINANCIAL NEED OR FROM DISADVANTAGED BACKGROUNDS TO ATTEND THE 16TH DEEP-SEA BIOLOGY SYMPOSIUM | $10,000 | |||||||
| MASSACHUSETTS ART FOUNDATION | |||||||||||||
| NONE | PC | THEY CAME BY WATER, A TEXTILE INSTALLATION ABOUT THE RISKS TO REFUGEES OF IMMIGRATION BY SEA | $1,500 | 621 HUNTINGTON AVE | BOSTON | MA | 02115 | ||||||
| BROOKLYN WORKFORCE INNOVATIONS INC (LEAP INC DBA BWI) | |||||||||||||
| NONE | PC | ECONOMIC RECOVERY THROUGH JOB SKILLS TRAINING | $5,000 | 621 DEGRAW STREET | BROOKLYN | NY | 11217 | ||||||
| FONDATION LES ARTS FLORISSANTS WILLIAM CHRISTIE | |||||||||||||
| 221 AVENUE JEAN JAURES | PARIS | FR | NONE | NC | TRAVEL ASSISTANCE TO FRENCH BAROQUE MUSIC FESTIVAL FOR JUILLIARD STUDENTS | $12,000 | 75019 | ||||||
| SCIENTIFIC COMMITTEE ON OCEANIC RESEARCH UNIVERSITY OF DELAWARE | |||||||||||||
| NONE | PC | ACTIVITIES TO ADVANCE PASSIVE ACOUSTICS FOR THE UN OCEAN DECADE | $12,000 | 003 ROBINSON HALL | NEWARK | DE | 19716 | ||||||
| CONSORTIUM FOR OCEAN LEADERSHIP | |||||||||||||
| NONE | PC | OCEAN SCIENCE AND TECHNOLOGY COMMUNITY DIALOGUE TO ADVANCE CRITICAL RESEARCH, EXPLORATION, AND EDUCATION | $12,000 | 1225 NEW YORK AVENUE NW SUITE 300 | WASHINGTON | DC | 20005 | ||||||
| OXFORD INSTITUTE OF POPULATION AGEING OXFORD UNIVERSITY | |||||||||||||
| 66 BANBURY ROAD | OXFORD | UK | NONE | NC | COMPARATIVE MODELING OF THE COVID-19 EPIDEMICS IN THE UK AND RUSSIA | $12,000 | OX26PR | ||||||
| REGIONAL PLAN ASSOCIATION | |||||||||||||
| NONE | PC | SECOND AVENUE SUBWAY BOOK COMPLETION | $10,500 | ONE WHITEHALL ST 16TH FLOOR | NEW YORK | NY | 10004 | ||||||
| CITY ISLAND OYSTER REEF | |||||||||||||
| NONE | PC | CIOR LIVING SHORELINE AND EDUCATION CENTER | $8,127 | 89 HORTON STREET | BRONX | NY | 10464 | ||||||
| RIVERBANK FOUNDATION | |||||||||||||
| NONE | PC | CATALOGUE THE FRED KLINE ART RESEARCH LIBRARY | $10,000 | 200 E 30TH STREET | KANSAS CITY | MO | 64108 | ||||||
| ICE HOCKEY IN HARLEM | |||||||||||||
| NONE | PC | ICE HOCKEY IN HARLEM - 2021 - 2022 SEASON | $2,000 | 153 110TH STREET | NEW YORK | NY | 10029 | ||||||
| PARTNERSHIP WITH CHILDREN | |||||||||||||
| NONE | PC | INTEGRATED STUDENT SUPPORT PROGRAMS WITH ENHANCED CLINICAL SUPPORT | $5,000 | 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | ||||||
| BOOKS FOR KIDS FOUNDATION | |||||||||||||
| NONE | PC | BOOKS FOR KIDS EARLY CHILDHOOD LITERACY PROGRAMMING | $1,500 | 1632 FIRST AVENUE 130 | NEW YORK | NY | 10028 | ||||||
| NY PHILHARMONIC | |||||||||||||
| NONE | PC | YOUNG PEOPLE'S CONCERTS: A PROGRAM TO NURTURE A LIFELONG LOVE OF MUSIC AND CONCERT GOING | $5,000 | 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | ||||||
| SHELDRICK WILDLIFE TRUST USA | |||||||||||||
| NONE | PC | ORPHANS' ELEPHANT PROJECT | $12,000 | 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | ||||||
| HISTORIC MORVEN | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | 55 STOCKTON STREET | PRINCETON | NJ | 08540 | ||||||
| LEONARDO DA VINCI HERITAGE ASSOCIATION | |||||||||||||
| PIAZZA DELLA LIBERTA 22 VINCI | FLORENCE | IT | NONE | NC | INVESTIGATIONS FOR LEONARDO DA VINCI DNA | $12,000 | FLORENCE | 50059 | |||||
| GEORGE & BARBARA BUSH FOUNDATION | |||||||||||||
| NONE | PC | DIGITIZATION OF WHITE HOUSE SCIENCE AND TECHNOLOGY ARCHIVES: 1989 - 1993 | $12,000 | PO BOX 14141 | COLLEGE STATION | TX | 77841 | ||||||
| PHILANTHROPY ROUNDTABLE | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | ||||||
| CANDID | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $4,500 | PO BOX 22799 | NEW YORK | NY | 10087 | ||||||
| COUNCIL ON FOUNDATIONS | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $4,500 | 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,588,125 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $752,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,627,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,379,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,379,585 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LOUNSBERY FUND INC TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN PO BOX 6089 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,496,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LUTZ AND CARR, CPA'S | CategoryTxt |
| Amt | $19,157 | Amt |
| Net Investment Income | $9,579 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,578 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTERS | 2005-01-01 | $3,745 | $3,745 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2011-05-10 | $1,863 | $1,863 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE | 2015-05-08 | $4,375 | $4,375 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 2015-07-15 | $607 | $605 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2018-06-30 | $1,745 | $873 | SL | 5.000000000000 | $349 | $0 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PAGE 8, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FOUNDATION HEREBY ELECTS TO TREAT $2,496,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $2,496,000 AS A DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (32 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCESS SUMAYA UNIVERSITY FOR TECHNOLOGY | |||||||||||
| KHALIL SAKET STREET AL-JUBAIHA | AMMAN | JO | 1428-1191 | 2016-05-08 | $75,000 | SESAME (TRAINING OF SCIENTISTS FOR SYNCHROTRON-LIGHT FACILITY) | $75,000 | 2/07/2022 | 2022-02-28 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2022 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| LEONARDO HERITAGE ASSOCIATION | |||||||||||
| MUSEO IDEALE LEONARDO DA VINCI VIA | VINCI | IT | 2019-02-07 | $120,000 | TRACING THE COMPLEX GENEALOGY OF LEONARDO DA VINCI | $52,666 | 2/09/2022 | 2022-02-25 | WE RECEIVED A PROGRESS REPORT ON 2/25/2022 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2022. WE EXPECT TO RECEIVE AN INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | IV NOVEMBRE 2 | |
| NATURALIS BIODIVERSITY CENTEROXFORD UNIVERSITY | |||||||||||
| VONDELLAAN 55 | LEIDEN | NL | 2322 AA | 2019-05-29 | $115,000 | DIVERSITY OF OCTOCORALS IN THE NORTHWEST INDIAN OCEAN | $43,400 | 3/18/2022 | 2022-06-30 | WE RECEIVED A PROGRESS REPORT ON 3/18/2022 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2022. WE EXPECT TO RECEIVE AN INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| VLAAMS INSTITUUT VOOR DE ZEE (VLIZ FLANDERS MARINE INSTITUTE) | |||||||||||
| WANDELAARKAAI 7 | OOSTENDED | BE | 8400 | 2019-06-03 | $80,000 | INTEGRATING GENOMIC INFORMATION INTO WHAT/ WHERE DATABASES OF MARINE LIFE | $37,468 | 2/07/2022 | 2022-02-28 | WE RECEIVED A PROGRESS REPORT ON 2/7/2022 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2022. WE EXPECT TO RECEIVE AN INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| INSTITUTE OF BIOLOGY AND EXPERIMENTAL MEDICINE (IBYME) FOR MUSEO ARGENTINO | |||||||||||
| AV ANGEL GALLARDO | BUENOS AIRES | AR | C1405DJR | 2019-07-31 | $80,000 | ARGENTINIAN SCIENTISTS ADDRESSING DARWIN'S MYSTERY OF MYSTERIES | $80,000 | 10/30/2020 | 2021-10-27 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2021 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| INSTITUTO DE BIO Y GEOSCIENCES DEL NOROESTE ARGENTINO | |||||||||||
| AV 9 DE JULIO NO 14 ROSARIO DE | SALTA | AR | 2019-08-07 | $60,000 | NORTHERN ARGENTINIAN SCIENTISTS LOOKING AT THE IMPLICATIONS IN THE EXPLORATION OF THE GEOTHERMAL RESOURCE | $60,000 | 9/07/2021 | 2021-09-30 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2021 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | LERMA 4405 | |
| FUNDACION INSTITUTO LELOIR | |||||||||||
| AV PATRICIAS ARGENTINAS 435 | BUENOS AIRES | AR | C1405BWE | 2019-11-05 | $154,400 | SUPPORTING TWO LABS IN ARGENTINA STUDYING DENGUE AND ZIKA VIRUS GENOME ASSEMBLY | $138,886 | 6/01/2021 | 2021-06-30 | WE RECEIVED A PROGRESS REPORT ON 6/1/2021 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2022. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| BIRKBECK UNIVERSITY OF LONDON | |||||||||||
| WCIE 7HX | LONDON | UK | 2019-12-04 | $177,037 | SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO | $11,460 | 12/31/2021 | 2021-12-31 | WE RECEIVED A PROGRESS REPORT ON 12/31/2021 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2022. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | ||
| FUNDACION UNIVERSIDAD ARTENTINA SIGLO | |||||||||||
| CALLE DE LOS LATINOS N 8555 B LOS | CORDOBA | AR | 2020-02-12 | $12,000 | EXPLORATORY RESEARCH IN HISTORY OF CELL BIOLOGY: BIOGRAPHY ON DAVID SABATINI | $11,310 | 3/25/2022 | 2022-03-31 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/25/22 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 6/30/22. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. THE GRANTEE PLANS TO APPLY FOR A SECOND GRANT IN MAY 2022 TO SUPPLEMENT THIS EFFORT. | BOULEVARDES | |
| GEDEON PROGRAMMES | |||||||||||
| 155 RUE DE CHARONNE | PARIS | FR | 75011 | 2020-02-18 | $150,000 | DOCUMENTARY PROJECT: WASHINGTON AND CHASTELLUX, THE BIRTH OF A FRIENDSHIP | $142,231 | 3/31/2022 | 2022-03-31 | WE RECEIVED A PROGRESS REPORT ON 3/31/2022 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 8/31/2022. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| COLOMBIAN ACADEMY OF EXACT PHYSICAL AND NATURAL SCIENCES | |||||||||||
| CARRERA 28 A NO 39A-63 APARTADO PO | BOGOTA | CO | 44763 | 2020-04-03 | $70,000 | SUPPORTING SCIENCE IN VENEZUELA THROUGH THE LATIN AMERICAN ACADEMY OF SCIENCE | $43,906 | 11/20/2021 | 2022-04-30 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 11/20/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 11/30/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | BOX 44763 |
| FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL - IBYME | |||||||||||
| VUELTA DE OBLIGADO 2490 C1428 | BUENOS AIRES | AR | 2020-04-07 | $12,000 | CAPITALIZING ON GLYCOMICS FOR THE DESIGN OF A NOVEL THERAPEUTIC STRATEGY IN MULTIPLE SCLEROSIS | $12,000 | 8/31/2021 | 2021-08-15 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2021 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | ||
| UNIVERSITY OF ST ANDREW'S | |||||||||||
| ST ANDREWS FIFE | ST ANDREWS | UK | 2020-05-01 | $12,000 | ADVANCING SOUND AS AN ESSENTIAL OCEAN VARIABLE IN GLOBAL OBSERVING | $0 | 4/13/2022 | 2022-04-30 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/13/2022 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/30/2023. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | ||
| INDIAN INSTITUTE OF TECHNOLOGY TIRUPATI | |||||||||||
| RENIGUNTA ROAD POST SETTIPALLI | ANDHRA PRADESH | IN | 517506 | 2020-05-05 | $12,000 | SURVIVECOVID-19++ - A GAME FOR IMPROVING AWARENESS OF SOCIAL DISTANCING AND HEALTH MEASURES FOR COVID-19 PANDEMIC | $12,000 | 5/31/2020 | 2021-05-01 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2021 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | TIRUPATI |
| UNIV OF BUENOS AIRES ARGENTINA & NATL RESEARCH COUNCIL OF ARGETINA | |||||||||||
| CIUDAD UNIVERSITARIA - PABELLON | BUENOS AIRES | AR | 2020-05-07 | $70,000 | EPIGENETICS IN THE ALTERNATIVE SPLICING STRATEGY TO CURE SPINAL MUSCULAR ATROPHY | $19,771 | 3/25/22 | 2022-03-25 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/25/2022 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | IFIBYNE C1428EHA | |
| ECOLE NORMALE SUPERIEURE DE LYON (ENS DE LYON) | |||||||||||
| 15 PARVIS RENE DESCARTES BP7000 | LYON | FR | 69342 | 2020-05-29 | $115,000 | ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MOTESQUIEU TO CATHERINE III | $64,350 | 3/17/2022 | 2022-03-17 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/17/2022 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 3/31/23. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| STIFTUNG PREUBISCHE KULTURBESITZ | |||||||||||
| VON-DER-HEYDT-STR 16-18 | BERLIN | GM | 10785 | 2020-07-17 | $84,650 | GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION | $60,077 | 3/28/2022 | 2022-03-28 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/28/2022 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 9/30/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| MAX WEBER FOUNDATION - GERMAN HUMANITIES INSTITUTES ABROAD | |||||||||||
| REPRESENTATION IN MOSKAU U | MOSCOW | RS | 109044 | 2020-11-06 | $64,360 | RESEARCH ON THE LANGUAGES OF DIPLOMACY IN THE EIGHTEENTH-CENTURY WORLD | $52,126 | 1/12/2022 | 2022-01-31 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 1/12/2022 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 6/30/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | VORONZOVSKAJA |
| CURTIN UNIVERSITY | |||||||||||
| CENTRE FOR MARINE SCIENCE AND | PERTH | AS | 2020-12-17 | $12,000 | EXPLORING ANIMAL BEHAVIOR THROUGH SOUND | $12,000 | 12/31/2021 | 2021-12-31 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2021 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | TECHNOLOGY KENT STRE | |
| FAPAB RESEARCH CENTER ASSOCIATION (FAPAB) | |||||||||||
| VIA UMBERTO 1 5 96012 AVOLA SR | SICILY | IT | 2021-02-10 | $125,000 | SEED FUNDING FOR THE FORENSIC ANTHROPOLOGY, PALEOPATHOLOGY AND BIOARCHAEOLOGY RESEARCH CENTER (FAPAB) | $68,973 | 3/22/2022 | 2022-03-22 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/22/2022 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 6/30/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | ||
| FRENCH WEST INDIES UNIVERSITY | |||||||||||
| CAMPUS DE FOUILLOLE BOITE POSTALE | POINTEAPITRE | FR | 2021-06-30 | $49,400 | ARCHAELOGY OF THE MILITARY SHIPS LOST DURING THE AMERICAN WAR OF INDEPENDENCE (1775 - 1783) | $0 | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | 250 | |||
| PONTIFICIA UNIVERSIDAD CATOLICA DE CHILE | |||||||||||
| ALAMEDA 340 | SANTIAGO | CI | 2021-05-07 | $120,000 | SCIENTIFIC COLLABORATION IN CHILE: TRANSCRIPTIONAL REWIRING AND DIRECTED EVOLUTION OF CIRCADIAN CONTROLLED FITNESS | $0 | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| FUNDACION MANUEL PEREZ | |||||||||||
| AVDA GENERAL FLORES 2125 | MONTEVIDEO | UY | 11800 | 2021-05-19 | $120,000 | SCIENTIFIC COLLABORATION IN URUGUAY: A NEW DIMENSION OF VIRAL INFECTION PROCESSES | $0 | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | |||
| INSTITUTE FOR MOLECULAR & CELLULAR BIOLOGY OF ROSARIO & NATL UNIV | |||||||||||
| BV 27 DE FEBRERO 2000 | ROSARIO SANTA FE | AR | 2021-05-03 | $120,000 | SCIENTIFIC COLLABORATION IN ARGENTINA: THE ROLES OF MSRA AND STARD3 PROTEINS IN NON-VESICULAR CHOLESTEROL TRANSPORT | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | |||||
| INSTITUT JEAN MONNET UNITE MANKIND | |||||||||||
| AHORNENLAAN 12 | ANTWERP | BE | 2610 | 2021-08-26 | $65,000 | SEED FUNDING FOR THE ESTABLISHMENT OF THE "INSTITUT JEAN MONNET" | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| SORBONNE UNIVERSITE - CELLF | |||||||||||
| FACULTE DE LETTRES TOUR ZAMANSKY - | PARIS | FR | 75252 | 2021-12-07 | $175,000 | THE ENCYCLOPEDIE'S PLATES: THE FIRST COMPREHENSIVE STUDY OF DIDEROT'S VISUAL DICTIONARY | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | 4EME ETAGE - BUREAU 415 | |||
| YORK UNIVERSITY | |||||||||||
| 4 PLACE JUSSIEU | TORONTO | CA | M3J 1P3 | 2021-04-09 | $12,000 | WHY WE EAT: UNRAVELING THE MYSTERIES OF NUTRITION AND METABOLISM (BOOK) | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| DEEP-SEA BIOLOGY SOCIETY | |||||||||||
| 4700 KEELE STREET | EAST SUSSEX | UK | BN26 6EA | 2021-06-29 | $10,000 | SUPPORT FOR THOSE IN FINANCIAL NEED OR FROM DISADVANTAGED BACKGROUNDS TO ATTEND THE 16TH DEEP-SEA BIOLOGY SYMPOSIUM | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| FONDATION LES ARTS FLORISSANTS - WILLIAM CHRISTIE | |||||||||||
| 49 STATION ROAD POLEGATE | PARIS | FR | 75019 | 2021-06-17 | $12,000 | TRAVEL ASSISTANCE TO FRENCH BAROQUE MUSIC FESTIVAL FOR JUILLIARD (NY) STUDENTS | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| OXFORD INSTITUTE OF POPULATION AGEING OXFORD UNIVERSITY | |||||||||||
| 221 AVENUE JEAN JAURES | OXFORD | UK | OX2 6PR | 2021-08-26 | $12,000 | COMPARATIVE MODELING OF THE COVID-10 EPIDEMICS IN THE UK AND RUSSIA | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| LEONARDO DA VINCI HERITAGE ASSOCIATION | |||||||||||
| 66 BANBURY ROAD | VINCI | IT | 50059 | 2021-12-17 | $12,000 | INVESTIGATIONS FOR LEONARDO DA VINCI DNA | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
| PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS | |||||||||||
| PLYMOUTH MARINE LAB PROSPECT PLACE | PLYMOUTH | UK | PL1 3DH | 2020-12-17 | $100,000 | COLLECT - CITIZEN OBSERVATION OF LOCAL LITTER IN COASTAL ECOSYSTEMS | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (121 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AECOM | $5,525 | $5,447 |
| AT&T INC B/E 04.350% 030129 DTD021919 CALL@MW+30BP | $276,691 | $286,674 |
| BANK OF AMER CORP 03.458% 031525 DTD031519 FC091519 CALL@MW+20BP | $132,396 | $135,979 |
| BANK OF AMER CORP NTS 02.881% 042423 DTD042417 FC102417 CALL@MW+20BP | $133,409 | $135,878 |
| CHARTER COMM OPT LLC/CAP 04.908% 072325 DTD072316 FC012317 CALL@MW+40BP | $146,071 | $143,066 |
| CHENIERE CORP CHRISTI HD 05.875% | $128,992 | $133,040 |
| ENERGY TRANSFER OPERATNG 05.500% | $136,910 | $142,594 |
| GOLDMAN SACHS GROUP INC 02.905% | $143,094 | $146,637 |
| HOLLYFRONTIER CORP B/E 05.875% | $260,654 | $280,505 |
| JPMORGAN CHASE & CO NTS 03.559% | $273,012 | $279,037 |
| MYLAN NV NTS B/E 03.950% 061526 DTD121516 FC061517 CALL@MW+35BP | $282,917 | $280,472 |
| ADT CORP B/E RATE 04.125% MATURES 06/15/23 | $5,163 | $5,193 |
| ALLEGHENY TECHNOLOGIES RATE 04.875% MATURES 10/01/29 | $3,049 | $3,003 |
| AMC NETWORKS INC NTS B/E RATE 04.750% MATURES 08/01/25 | $7,167 | $7,149 |
| AMER AXLE & MANF INC NTS RATE 06.500% MATURES 04/01/27 | $6,275 | $6,233 |
| AMERIGAS PART/FIN CORP RATE 05.750% MATURES 05/20/27 | $2,208 | $2,213 |
| AMERIGAS PARTNER NTS B/E RATE 05.625% MATURES 05/20/24 | $3,205 | $3,244 |
| ANTERO RESOURCES CORP RATE 05.000% MATURES 03/01/25 | $6,941 | $7,112 |
| APACHE CORP RATE 06.000% MATURES 01/15/37 | $3,409 | $3,660 |
| APACHE CORP NTS B/E RATE 04.625% MATURES 11/15/25 | $2,097 | $2,148 |
| ARCONIC INC NTS RATE 05.950% MATURES 02/01/37 | $4,840 | $4,730 |
| ASBURY AUTO GROUP INC RATE 04.500% MATURES 03/01/28 | $4,121 | $4,080 |
| BALL CORP NTS B/E RATE 03.125% MATURES 09/15/31 | $4,886 | $4,938 |
| BUCKEYE PARTNERS L P B/E RATE 03.950% MATURES 12/01/26 | $4,056 | $4,077 |
| CARPENTER TECHNOLOGY NTS RATE 06.375% MATURES 07/15/28 | $3,162 | $3,190 |
| CCO HLDGS LLC/CAP CORP RATE 04.500% MATURES 05/01/32 | $19,879 | $19,546 |
| CDK GLOB INC NTS B/E RATE 04.875% MATURES 06/01/27 | $4,199 | $4,140 |
| CDW LLC / CDW FIN CORP RATE 04.125% MATURES 05/01/25 | $2,078 | $2,055 |
| CDW LLC / CDW FIN CORP RATE 03.250% MATURES 02/15/29 | $6,074 | $6,054 |
| CENTENE CORP NTS B/E | $15,256 | $15,098 |
| CENTRAL GARDEN & PET CO | $4,197 | $4,035 |
| CENTURYLINK INC NTS B/E | $3,199 | $3,173 |
| CHEMOURS CO NTS B/E | $6,318 | $6,420 |
| CHENIERE ENERGY PARTNERS | $2,100 | $2,120 |
| CIT GROUP INC NTS B/E RATE 06.125% MATURES 03/09/28 | $8,333 | $8,453 |
| CITIGROUP INC NTS B/E RATE 01.257% MATURES 05/17/24 | $141,429 | $141,399 |
| CITIGROUP INC NTS B/E RATE 01.600% MATURES 09/01/23 | $146,673 | $146,057 |
| CLEVELAND-CLIFFS INC NTS RATE 05.875% MATURES 06/01/27 | $4,162 | $4,165 |
| COMMERCIAL METALS CO B/E RATE 03.875% MATURES 02/15/31 | $4,997 | $4,963 |
| COVANTA HLDG CORP NTS RATE 06.000% MATURES 01/01/27 | $2,089 | $2,065 |
| CRESTWOOD MIDSTREAM RATE 05.750% MATURES 04/01/25 | $3,069 | $3,068 |
| CROWN AMER/CAP CORP VI RATE 04.750% MATURES 02/01/26 | $4,133 | $4,100 |
| CSC HOLDINGS LLC B/E RATE 05.250% MATURES 06/01/24 | $5,297 | $5,200 |
| DANA HLDG CORP NTS B/E RATE 05.375% MATURES 11/15/27 | $5,295 | $5,244 |
| DCP MIDSTREAM OPER LP RATE 05.375% MATURES 07/15/25 | $4,327 | $4,370 |
| DCP MIDSTREAM OPER LP RATE 05.625% MATURES 07/15/27 | $2,160 | $2,260 |
| DISH DBS CORP NTS B/E RATE 07.750% MATURES 07/01/26 | $9,868 | $9,495 |
| ELANCO ANIMAL HEALTH INC RATE 04.900% MATURES 08/28/28 | $3,503 | $3,480 |
| EMBARQ CORP MW+40BP NTS RATE 07.995% MATURES 06/01/36 | $2,436 | $2,240 |
| ENCOMPASS HEALTH CORP RATE 04.750% MATURES 02/01/30 | $5,278 | $5,150 |
| ENLINK MIDSTREAM RATE 04.400% MATURES 04/01/24 | $4,123 | $4,180 |
| EPR PROPERTIES B/E RATE 04.750% MATURES 12/15/26 | $5,400 | $5,346 |
| EQT CORP NTS B/E RATE 03.900% MATURES 10/01/27 | $9,182 | $9,664 |
| EQT MIDSTREAM PARTNERS L RATE 04.000% MATURES 08/01/24 | $6,177 | $6,233 |
| FORD MOTOR CO B/E RATE 04.750% MATURES 01/15/43 | $5,044 | $5,519 |
| FORD MOTOR CO NTS B/E RATE 09.000% MATURES 04/22/25 | $9,436 | $9,781 |
| FORD MTR CO DEL WT EXP RATE 09.625% MATURES 04/22/30 | $5,510 | $5,855 |
| FREEPORT-MCMORAN COPPER RATE 05.450% MATURES 03/15/43 | $3,750 | $3,771 |
| FREEPORT-MCMORAN INC NTS RATE 04.125% MATURES 03/01/28 | $4,175 | $4,150 |
| GENERAL MOTORS CO NTS 6.125% 100125 DTD051220 | $284,395 | $281,561 |
| GMAC LLC B/E RATE 08.000% MATURES 11/01/31 | $2,824 | $2,834 |
| GOODYEAR TIRE & RUBBER RATE 04.875% MATURES 03/15/27 | $2,134 | $2,118 |
| GOODYEAR TIRE & RUBBER RATE 05.000% MATURES 05/31/26 | $5,121 | $5,131 |
| GRIFFON CORP NTS B/E RATE 05.750% MATURES 03/01/28 | $5,280 | $5,191 |
| HCA INC NTS B/E RATE 05.875% MATURES 02/01/29 | $15,287 | $15,490 |
| HILTON DOMESTIC OPERATIN RATE 04.875% MATURES 01/15/30 | $6,425 | $6,413 |
| HILTON WORLDWIDE FIN LLC RATE 04.875% MATURES 04/01/27 | $8,341 | $8,240 |
| HUGHES SATELLITE SYSTEMS RATE 06.625% MATURES 08/01/26 | $4,552 | $4,477 |
| HUGHES SATELLITE SYSTEMS RATE 05.250% MATURES 08/01/26 | $3,270 | $3,281 |
| ICAHN ENTERPRISES L P / RATE 05.250% MATURES 05/15/27 | $13,537 | $13,358 |
| IHEARTCOMM INC NTS B/E RATE 06.375% MATURES 05/01/26 | $7,371 | $7,263 |
| KEURIG DR PEPPER INC NTS RATE 00.750% MATURES 03/15/24 | $145,013 | $144,014 |
| KRAFT HEINZ FOODS CO NTS RATE 04.375% MATURES 06/01/46 | $5,255 | $5,863 |
| KRAFT HEINZ FOODS CO NTS RATE 03.875% MATURES 05/15/27 | $5,501 | $5,404 |
| L BRANDS INC NTS B/E RATE 06.750% MATURES 07/01/36 | $10,839 | $11,115 |
| LABORATORY CORP OF AMER RATE 01.550% MATURES 06/01/26 | $144,903 | $143,415 |
| LAMAR MEDIA CORP NTS B/E RATE 04.875% MATURES 01/15/29 | $7,390 | $7,306 |
| LENNAR CORP NTS B/E RATE 04.750% MATURES 11/15/22 | $133,769 | $132,925 |
| LEVEL 3 FING INC NTS B/E RATE 05.250% MATURES 03/15/26 | $7,188 | $7,155 |
| M/I HOMES INC NTS B/E RATE 04.950% MATURES 02/01/28 | $4,140 | $4,160 |
| MARRIOTT OWNERSHIP RATE 04.750% MATURES 01/15/28 | $5,105 | $5,075 |
| MERITAGE HOMES CORP RATE 05.125% MATURES 06/06/27 | $2,204 | $2,203 |
| MGM RESORTS INTL NTS B/E RATE 05.500% MATURES 04/15/27 | $5,424 | $5,325 |
| MPT OPER PARTNERSP/FINL RATE 04.625% MATURES 08/01/29 | $5,347 | $5,275 |
| NAVIENT CORP NTS B/E RATE 07.250% MATURES 09/25/23 | $2,142 | $2,155 |
| NETFLIX INC B/E RATE 05.875% MATURES 11/15/28 | $10,539 | $10,823 |
| NOKIA CORP B/E RATE 04.375% MATURES 06/12/27 | $3,248 | $3,240 |
| NRG ENERGY INC NTS B/E RATE 05.750% MATURES 01/15/28 | $8,592 | $8,457 |
| NUANCE COMMUNICATIONS RATE 05.625% MATURES 12/15/26 | $5,249 | $5,158 |
| NUSTAR LOGISTICS L P B/E RATE 05.625% MATURES 04/28/27 | $5,296 | $5,288 |
| OCCIDENTAL PETROLEUM RATE 08.875% MATURES 07/15/30 | $15,269 | $16,200 |
| OCCIDENTAL PETROLEUM COR RATE 08.000% MATURES 07/15/25 | $4,503 | $4,670 |
| OCEANEERING INTL INC NTS RATE 04.650% MATURES 11/15/24 | $4,926 | $5,025 |
| OLIN CORP B/E RATE 05.625% MATURES 08/01/29 | $6,468 | $6,498 |
| PENSKE AUTO GROUP INC RATE 03.500% MATURES 09/01/25 | $7,144 | $7,158 |
| PG & E CORP NTS B/E RATE 05.000% MATURES 07/01/28 | $6,177 | $6,311 |
| PG&E CORP NTS B/E RATE 05.250% MATURES 07/01/30 | $2,176 | $2,097 |
| RADIAN GROUP INC B/E RATE 04.875% MATURES 03/15/27 | $3,237 | $3,219 |
| RANGE RESOURCES CORP NTS RATE 04.875% MATURES 05/15/25 | $5,007 | $5,163 |
| RHP HOTEL PPTYS LP & RHP RATE 04.750% MATURES 10/15/27 | $7,125 | $7,140 |
| SCOTTS MIRACLE-GRO CO RATE 04.500% MATURES 10/15/29 | $5,367 | $5,213 |
| SOUTHWESTERN ENERGY CO RATE 05.375% MATURES 03/15/30 | $7,356 | $7,500 |
| SPRINGLEAF FIN CORP NTS RATE 07.125% MATURES 03/15/26 | $14,932 | $14,820 |
| SPRINT CAPITAL CORP RATE 08.750% MATURES 03/15/32 | $9,023 | $9,000 |
| SPRINT CORP NTS B/E RATE 07.875% MATURES 09/15/23 | $5,502 | $5,506 |
| SUNOCO LP / SUNOCO FIN RATE 05.875% MATURES 03/15/28 | $2,148 | $2,115 |
| SVC CORP INTL NTS B/E RATE 05.125% MATURES 06/01/29 | $4,397 | $4,290 |
| TARGA RES PARTNERS LP RATE 05.875% MATURES 04/15/26 | $8,360 | $8,348 |
| TARGA RES PARTNERS LP RATE 05.500% MATURES 03/01/30 | $6,509 | $6,555 |
| TEGNA INC B/E RATE 05.000% MATURES 09/15/29 | $7,187 | $7,158 |
| TELECOM ITALIA RATE 07.721% MATURES 06/04/38 | $8,310 | $7,052 |
| TELEFLEX INC NTS B/E RATE 04.625% MATURES 11/15/27 | $5,292 | $5,200 |
| TENET HEALTHCARE CORP RATE 04.625% MATURES 07/15/24 | $12,151 | $12,150 |
| T-MOBILE USA INC B/E RATE 04.750% MATURES 02/01/28 | $11,662 | $11,578 |
| TRANSDIGM INC NTS B/E RATE 06.375% MATURES 06/15/26 | $4,121 | $4,109 |
| UNITED CONTL HLDGS NTS RATE 04.875% MATURES 01/15/25 | $3,913 | $4,115 |
| UNITED RENTALS NORTH AM RATE 04.000% MATURES 07/15/30 | $16,641 | $16,440 |
| WESTERN DIGITAL CORP NTS RATE 04.750% MATURES 02/15/26 | $4,344 | $4,370 |
| WESTERN GAS PARTNERS LP RATE 04.750% MATURES 08/15/28 | $10,913 | $11,050 |
| WYNDHAM WORLDWIDE CORP RATE 04.500% MATURES 04/01/27 | $2,216 | $2,174 |
| YUM BRANDS INC NTS B/E RATE 04.625% MATURES 01/31/32 | $4,167 | $4,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (321 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $179,111 | $300,480 |
| ABBVIE INC COM | $28,161 | $34,121 |
| ACCENTURE PLC IRELAND CL A | $147,990 | $354,026 |
| ACUSHNET HLDGS CORP | $52,923 | $95,172 |
| ADOBE INC. (DELAWARE) | $45,221 | $192,748 |
| ADYEN N V ADR | $68,404 | $117,282 |
| AERCAP HOLDINGS NV SHS EUR | $6,535 | $10,467 |
| AIA GROUP LTD SPON ADR | $143,473 | $162,828 |
| AIR LIQUIDE ADR FRANCE ADR | $10,358 | $16,319 |
| AKZO NOBEL NV SPON ADR | $41,962 | $44,529 |
| ALCON INC CHF | $110,225 | $153,505 |
| ALFA LAVAL AB SWEDEN ADR | $10,413 | $24,642 |
| ALIBABA GROUP HLDG LTD SPON ADR | $52,900 | $24,471 |
| ALIGN TECHNOLOGY INC | $25,776 | $67,032 |
| ALLEGHANY CORP DEL NEW | $32,397 | $36,050 |
| ALLIANZ SE ADR | $45,696 | $51,871 |
| ALLSTATE CORP | $25,478 | $30,354 |
| ALLY FINANCIAL INC | $17,219 | $27,471 |
| ALPHABET INC CL A | $28,527 | $104,293 |
| ALPHABET INC CL C | $84,727 | $292,253 |
| AMADEUS IT GROUP UNSPONSORED ADR | $55,747 | $50,248 |
| AMBEV SA SPON ADR | $21,154 | $17,032 |
| AMERICAN INTL GROUP INC COM NEW | $87,696 | $132,711 |
| AMERISOURCEBERGEN CORP | $34,928 | $45,448 |
| ANGLO AMERN PLC SPON ADR | $8,530 | $12,389 |
| ANNALY CAPITAL MANAGEMENT INC REIT | $27,586 | $27,824 |
| AON PLC CL A | $36,320 | $53,500 |
| APTARGROUP INC | $9,205 | $21,556 |
| ARCH CAPITAL GROUP LTD (BERMUDA) | $45,655 | $59,341 |
| ARCHER DANIELS MIDLAND CO | $27,824 | $42,649 |
| ARTISAN PARTNERS ASSET MGMT INC | $20,200 | $38,970 |
| ASHTEAD GROUP PLC ORD UNSPONSORED ADR | $36,252 | $69,701 |
| ASML HLDG NV SPON ADR | $43,754 | $124,198 |
| ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC | $23,247 | $82,188 |
| ASSA ABLOY AB ADR | $37,241 | $45,932 |
| ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR | $67,640 | $144,789 |
| ATRION CORP DELA | $32,216 | $26,081 |
| AUTODESK INC | $84,157 | $121,193 |
| AUTOHOME INC SPON ADR | $46,127 | $29,509 |
| AXALTA COATING SYS LTD | $32,668 | $37,624 |
| BAKER HUGHES CO CL A | $11,187 | $14,003 |
| BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR | $23,134 | $22,558 |
| BANCO LATINOAMERICANO DE COMERCIO EXTERIOR, S.A ORD | $10,823 | $12,583 |
| SPON ADR"" | $7,233 | $5,457 |
| BANK OF AMER CORP | $45,064 | $77,146 |
| BERKSHIRE HATHAWAY INC NEW CL B | $60,805 | $85,215 |
| BOOKING HLDGS INC | $36,163 | $45,585 |
| BORGWARNER INC | $27,861 | $32,856 |
| BROOKFIELD ASSET MANAGEMENT INC LTD VTG SHS CL A CAD | $49,634 | $78,373 |
| CAMECO CORP CANADA CAD | $12,750 | $27,982 |
| CANADIAN PAC RAILWAY LTD CAD | $52,705 | $86,904 |
| CARNIVAL CORP NEW (PAIRED STOCK) | $10,997 | $13,158 |
| CARRIER GLOBAL CORP | $15,525 | $31,893 |
| CATERPILLAR INC | $24,068 | $31,424 |
| CDK GLOBAL INC COM | $32,147 | $29,719 |
| CDN NATL RAILWAY CO CAD | $11,138 | $18,306 |
| CENTENE CORP | $36,188 | $47,462 |
| CENTERPOINT ENERGY INC (HLDGS CO) | $29,119 | $35,669 |
| CHARTER COMMUNICATIONS INC NEW CL A | $28,042 | $35,858 |
| CHECK POINT SOFTWARE TECH LTD ILS | $32,214 | $36,483 |
| CHEVRON CORP | $51,160 | $63,604 |
| CHINA CONSTR BK CORP ADR | $13,857 | $12,531 |
| CHUGAI PHARMACEUTICAL LTD ADR | $13,084 | $20,057 |
| CIT GROUP INC | $22,473 | $33,679 |
| CLOSE BROS GROUP 25 P ORD ADR | $25,724 | $27,367 |
| COCA COLA EUROPEAN PARTNERS EUR | $29,754 | $40,381 |
| COGNIZANT TECH SOLUTIONS CRP | $45,974 | $58,910 |
| COMCAST CORP NEW CL A | $29,284 | $36,741 |
| CREDICORP LTD | $35,804 | $33,813 |
| CSL LTD SPON ADR | $58,099 | $84,005 |
| DASSAULT SYSTEMS S A SPON ADR | $71,342 | $125,209 |
| DBS GROUP HLDGS LTD. SPON ADR | $61,185 | $96,971 |
| DEERE AND CO | $21,398 | $26,060 |
| DIAGEO PLC NEW GB SPON ADR | $16,068 | $22,674 |
| DISCOVERY INC SER C | $14,492 | $14,610 |
| DISH NETWORK CORP CL A | $26,033 | $25,401 |
| DOLLAR TREE INC | $24,783 | $34,146 |
| DOMINION ENERGY INC | $31,675 | $32,210 |
| DONALDSON CO INC | $13,354 | $26,608 |
| DRIL-QUIP INC | $33,271 | $14,563 |
| DSV PANALPINA A/S ADR | $50,874 | $100,829 |
| EBAY INC | $11,379 | $12,502 |
| EMBRAER S A SPON ADR | $5,171 | $15,141 |
| EMCOR GROUP INC | $56,787 | $102,549 |
| EPIROC AKTIEBOLAG ADR | $12,539 | $32,496 |
| EQT CORP | $12,649 | $18,778 |
| ERSTE GROUP BANK AG SPON ADR | $22,251 | $39,483 |
| EURONET WORLDWIDE INC | $32,241 | $31,223 |
| EXPERIAN PLC SPON ADR | $97,393 | $149,607 |
| FACTSET RESH SYSTEMS INC | $24,451 | $76,790 |
| FANUC CORP ADR | $55,317 | $53,779 |
| FERRARI N V EUR | $56,942 | $79,458 |
| FIDELITY NATIONAL FINANCIAL IN COM | $32,397 | $47,484 |
| FIDELITY NATL INFORMATION SVCS | $46,691 | $42,896 |
| FIRST HAWAIIAN INC | $71,485 | $82,619 |
| FIRST REP BANK | $15,790 | $23,955 |
| FLEETCOR TECHNOLOGIES INC | $42,746 | $38,948 |
| FOX CORP CL A | $16,271 | $18,598 |
| FTI CONSULTING INC | $79,754 | $118,287 |
| FUCHS PETROLUB AG UNSPONSORED ADR | $2,633 | $3,433 |
| GAMING & LEISURE PPTYS INC REIT | $16,594 | $19,123 |
| GARTNER INC | $36,877 | $109,991 |
| GEELY AUTOMOBILE HLDGS LTD ADR | $14,206 | $13,657 |
| GENERAL MOTORS CO | $43,861 | $61,503 |
| GRACO INC | $33,296 | $89,085 |
| HANESBRANDS INC | $18,560 | $23,759 |
| HARTFORD FINCL SERVICES GROUP INC | $35,639 | $55,646 |
| HDFC BANK LTD ADR REPSTG 3 ORD SHS | $29,286 | $32,860 |
| HEINEKEN NV SPON ADR | $43,266 | $45,749 |
| HENRY JACK & ASSOC INC | $5,701 | $33,398 |
| HOLLYFRONTIER CORP COM | $17,072 | $20,422 |
| HONEYWELL INTL INC | $22,554 | $29,608 |
| HUMANA INC | $44,858 | $54,272 |
| HUNTINGTON INGALLS INDS INC | $23,005 | $25,583 |
| IAC/INTERACTIVECORP | $19,971 | $19,999 |
| ICICI BANK LTD SPON ADR | $26,208 | $46,388 |
| ICON PLC EUR | $48,675 | $82,380 |
| ILLUMINA INC | $53,762 | $66,957 |
| IMPALA PLATINUM HLDG LTD SPON ADR | $11,250 | $14,940 |
| INFINEON TECHNOLOGIES ADR | $18,317 | $58,650 |
| INFOSYS LTD SPON ADR | $14,961 | $25,006 |
| ING GROEP N V NL SPON ADR | $39,188 | $60,496 |
| INTUITIVE SURGICAL INC NEW | $55,243 | $81,202 |
| JBS SA SPON ADR | $10,655 | $18,125 |
| JD COM INC CL A SPON ADR | $15,455 | $13,173 |
| KB FINL GROUP INC SPON ADR | $20,989 | $22,526 |
| KDDI CORP ADR | $38,011 | $37,753 |
| KKR & CO INC CL A | $35,697 | $73,159 |
| KOMATSU LTD SPON ADR NEW | $15,086 | $18,182 |
| KRAFT HEINZ CO/THE | $23,890 | $25,597 |
| KUBOTA CORP ADR JAPAN ADR | $57,997 | $71,277 |
| L3 HARRIS TECHNOLOGIES INC | $25,606 | $29,640 |
| LABORATORY CORP AMER HLDGS NEW | $24,952 | $38,962 |
| LIBERTY BROADBAND CORP SER C | $41,079 | $42,369 |
| LIBERTY SIRIUS GROUP SER C | $34,281 | $41,087 |
| LINDE PLC EUR | $36,576 | $63,743 |
| LKQ CORP NEW | $23,585 | $39,800 |
| LOEWS CORP | $35,210 | $47,248 |
| LONZA GROUP AG ADR | $70,753 | $118,236 |
| LOREAL CO ADR FRANCE ADR | $30,045 | $66,985 |
| LUKOIL PJSC SPON ADR | $45,453 | $55,586 |
| LULULEMON ATHLETICA INC | $46,284 | $71,244 |
| LVMH MOET HENNESSY LOUIS NEW ADR | $77,956 | $130,083 |
| MAGNA INTL INC CL A SUB VTG CANADA ORD CAD | $38,773 | $52,125 |
| MANHATTAN ASSOC INC | $30,429 | $87,074 |
| MARKEL CORP (HOLDING CO) | $30,597 | $33,318 |
| MARSH & MCLENNAN COS INC | $23,938 | $40,326 |
| MARUI LTD ADR NEW JAPAN ADR | $30,631 | $29,492 |
| MASTERCARD INC CL A | $103,539 | $181,816 |
| MEDTRONIC PLC | $47,832 | $47,897 |
| METTLER-TOLEDO INTL | $38,482 | $78,072 |
| MICHELIN COMPAGNIE GENERALE ADR | $40,983 | $49,972 |
| MICROSOFT CORP | $59,484 | $205,828 |
| MMC NORILSK NICKEL PJSC SPON ADR | $10,153 | $11,532 |
| MOELIS & CO CL A | $38,479 | $63,135 |
| MOLSON COORS BEVERAGE CO CL B | $23,510 | $24,380 |
| MONDELEZ INTL INC | $55,235 | $66,774 |
| MSCI INC | $22,395 | $58,818 |
| NCR CORP NEW | $12,184 | $17,165 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR | $73,414 | $112,717 |
| NIDEC CORP ADR | $53,839 | $57,279 |
| NIKE INC CL B | $25,036 | $81,002 |
| NISOURCE INC | $45,214 | $53,563 |
| NITORI HLDGS CO LTD ADR | $20,977 | $18,947 |
| NOVARTIS AG SPON ADR | $31,544 | $31,839 |
| NOVOZYMES A/S ADR | $11,711 | $18,785 |
| NVR INC | $60,289 | $94,542 |
| O REILLY AUTOMOTIVE INC | $14,028 | $20,481 |
| OGE ENERGY CORP | $42,688 | $49,050 |
| OTSUKA HLDGS CO LTD UNSPONSORED ADR | $30,534 | $26,937 |
| PAGSEGURO DIGITAL LTD CL A | $17,634 | $10,908 |
| PARKER HANNIFIN CORP | $28,948 | $51,535 |
| PAYPAL HOLDINGS INC | $40,191 | $81,278 |
| PEPSICO INC | $53,626 | $72,263 |
| PERNOD RICARD SA ADR | $38,471 | $52,940 |
| PFIZER INC | $38,940 | $73,753 |
| PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON | $30,178 | $20,033 |
| POST HLDGS INC | $42,656 | $50,503 |
| PRICESMART INC | $35,268 | $31,829 |
| PRIMERICA INC | $30,084 | $85,525 |
| PROCTER & GAMBLE CO | $52,886 | $73,938 |
| PUBLIC STORAGE REIT | $21,110 | $36,332 |
| RBC BEARINGS INC | $19,347 | $59,379 |
| RECKITT BENCKISER PLC SPON ADR | $31,243 | $29,820 |
| RENTOKIL INITIAL PLC SPON ADR | $41,285 | $46,832 |
| RESMED INC | $53,286 | $88,824 |
| RIGHTMOVE PLC ADR | $54,205 | $92,556 |
| RIO TINTO PLC SPON ADR | $23,056 | $29,721 |
| RLI CORP | $23,087 | $43,719 |
| ROCHE HLDG LTD SPONS ADR SWITZ ADR | $31,917 | $53,396 |
| ROSS STORES INC | $14,642 | $15,542 |
| ROYAL DUTCH SHELL PLC ADS REPSTG 2 CL B ORD SHS SPON ADR | $24,453 | $22,282 |
| SAFRAN SA ADR | $40,984 | $36,249 |
| SALESFORCE.COM INC | $123,471 | $170,267 |
| SAP SE SPON ADR | $33,286 | $45,396 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $25,721 | $53,992 |
| SEALED AIR CORP NEW | $18,630 | $28,607 |
| SERVICENOW INC | $62,958 | $136,313 |
| SGS SA ADR UNSPONSORED | $11,199 | $15,253 |
| SHERWIN WILLIAMS CO | $20,404 | $35,920 |
| SHINHAN FINANCIAL HLDG CO SPON ADR | $14,709 | $15,115 |
| SHIONOGI & CO LTD ADR | $22,662 | $27,575 |
| SHOPIFY INC CL A | $28,852 | $73,002 |
| SIKA AG UNSPONSORED ADR | $40,009 | $78,299 |
| SILICON MOTION TECHNOLOGY CORP ADS ADR | $12,676 | $29,079 |
| SIMPSON MANUFACTURING CO INC DELA | $59,451 | $107,223 |
| SK TELECOM CO LTD ADR | $17,210 | $11,575 |
| SONOVA HLDG AG ADR | $8,393 | $21,514 |
| SOUTHERN COPPER CORP | $8,326 | $9,195 |
| SS&C TECHNOLOGIES HLDGS INC COM | $53,069 | $60,009 |
| STARBUCKS CORP | $52,312 | $94,278 |
| STERIS PLC | $40,972 | $65,477 |
| SUZANO SA SPON ADR | $9,966 | $11,221 |
| SYSMEX CORP UNSPONSORED ADR | $49,847 | $73,769 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $137,436 | $248,801 |
| TECHTRONIC INDS SPON ADR HONG KONG | $18,928 | $28,528 |
| TELEDYNE TECHNOLOGIES INC | $19,132 | $58,106 |
| TENCENT HLDGS LTD ADR | $88,625 | $84,652 |
| TEXAS INSTRUMENTS | $44,385 | $49,756 |
| TORO CO | $42,017 | $73,134 |
| VF CORP | $7,401 | $8,370 |
| VIATRIS INC | $30,806 | $27,168 |
| VISA INC CL A | $82,147 | $176,835 |
| VONTIER CORP COM | $37,917 | $36,384 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM | $51,153 | $64,899 |
| WATTS WATER TECHNOLOGIES INC CL A | $47,468 | $91,648 |
| WEYERHAEUSER CO | $26,828 | $39,039 |
| WILLIAMS COS INC (DEL) | $28,640 | $35,232 |
| WNS HOLDINGS LTD SPON ADR | $8,395 | $10,939 |
| WOORI FINANCIAL GROUP INC | $10,404 | $12,434 |
| WUXI BIOLOGICS CAYMAN INC ADR | $62,622 | $51,287 |
| XIAOMI CORP ADR | $13,700 | $11,966 |
| YANDEX N V CL A EUR | $6,573 | $12,463 |
| ZOETIS INC | $52,271 | $160,084 |
| AIRBNB INC CL A | $93,647 | $105,388 |
| ALTICE USA INC CL A | $31,374 | $29,755 |
| AMAZON.COM INC | $320,300 | $329,220 |
| AMERICA MOVIL S.A.B. DE | $6,739 | $9,858 |
| ASE TECHNOLOGY HLDG CO | $18,087 | $18,619 |
| ATLASSIAN CORP PLC CL A | $56,514 | $52,618 |
| BAIDU INC ADS REPSNTG CL | $18,059 | $13,094 |
| BECTON DICKINSON & CO | $38,099 | $38,979 |
| BERRY GLOBAL GROUP INC | $13,115 | $18,150 |
| BHP GROUP LTD SPON ADR | $50,540 | $39,650 |
| BIDVEST GROUP LTD NEW | $11,752 | $12,321 |
| BYD CO LTD ADR | $8,552 | $8,573 |
| CBOE GLOBAL MARKETS INC | $18,093 | $25,037 |
| CEMEX S.A.B. DE C.V. | $9,876 | $8,631 |
| CHESAPEAKE ENERGY CORP | $10,142 | $9,484 |
| CHINA LONGYUAN PWR GROUP | $12,476 | $15,429 |
| CHINA MERCHANTS BK CO | $9,037 | $9,249 |
| CLEARWATER ANALYTICS | $26,453 | $24,382 |
| CORVEL CORP | $51,024 | $92,144 |
| COUPANG INC | $8,783 | $8,873 |
| CSPC PHARMACEUTICAL | $24,537 | $21,792 |
| DEVON ENERGY CORP NEW | $9,281 | $15,197 |
| DOCUSIGN INC | $22,443 | $21,780 |
| ENN ENERGY HOLDINGS LTD | $24,864 | $28,288 |
| ENN ENERGY HOLDINGS LTD | $9,041 | $10,933 |
| EPAM SYSTEMS INC | $36,988 | $51,471 |
| EVERGY INC | $30,565 | $37,736 |
| EVOLUTION AB UNSPONSORED | $50,823 | $42,745 |
| FLEX LTD | $19,386 | $20,145 |
| FOMENTO ECONOMICO | $24,180 | $22,691 |
| FREEPORT-MCMORAN INC | $59,370 | $63,346 |
| GLAXO SMITHKLINE PLC ADR | $40,245 | $47,055 |
| GLENCORE PLC UNSPONSORED | $12,022 | $15,241 |
| GRAPHIC PACKAGING | $19,868 | $21,275 |
| HAIER SMART HOME CO LTD | $18,152 | $22,188 |
| HOME DEPOT INC | $47,923 | $60,176 |
| JBG SMITH PPTYS SBI | $33,737 | $31,954 |
| KINROSS GOLD CORP NEW | $15,331 | $13,014 |
| KT CORP SPON ADR | $8,605 | $7,831 |
| KULICKE & SOFFA IND | $8,815 | $9,384 |
| LANDSTAR SYSTEMS INC | $77,001 | $85,393 |
| LASERTEC CORP ADR | $52,358 | $97,419 |
| LCI INDUSTRIES | $42,318 | $42,864 |
| LENOVO GROUP LTD SPON | $15,174 | $17,787 |
| LI NING CO LTD ADR | $45,024 | $40,142 |
| LIBERTY GLOBAL PLC CL A | $25,342 | $24,522 |
| META PLATFORMS INC CL A | $99,634 | $223,000 |
| META PLATFORMS INC CL A | $41,894 | $55,834 |
| NASDAQ INC | $36,386 | $39,482 |
| NATURA HLDG S A ADR | $8,884 | $5,822 |
| NETFLIX INC | $92,286 | $102,415 |
| OLD REPUBLIC INTL CORP | $19,684 | $20,082 |
| ORGANON & CO | $24,901 | $24,817 |
| P.T. TELEKOMUNIKASI | $16,966 | $22,090 |
| PAN PAC INTL HLDGS CORP | $45,315 | $32,278 |
| PERRIGO CO PLC EUR | $15,020 | $13,732 |
| PINDUODUO INC SPON ADR | $12,318 | $7,696 |
| POSCO SPON ADR | $14,245 | $11,017 |
| SBA COMMUNICATIONS CORP | $11,620 | $19,062 |
| SHENZHOU INTL GROUP | $51,278 | $43,430 |
| SHENZHOU INTL GROUP | $16,750 | $14,381 |
| SIBANYE STILLWATER LTD | $9,371 | $6,132 |
| SONY GROUP CORP | $60,789 | $85,573 |
| STAR BULK CARRIERS CORP | $9,222 | $9,861 |
| SYSMEX CORP UNSPONSORED | $13,257 | $30,903 |
| TATA MOTORS LTD SPON ADR | $9,038 | $14,633 |
| TOTALENERGIES SE SPON | $27,715 | $34,177 |
| TRUIST FINL CORP | $46,897 | $56,442 |
| UGI CORP NEW | $32,463 | $41,365 |
| UNICHARM CORP SPON ADR | $25,607 | $33,374 |
| UNILEVER PLC AMER SHS | $39,947 | $35,125 |
| UNILEVER PLC AMER SHS | $18,633 | $21,839 |
| UNITED STATES STEEL CORP | $9,982 | $9,072 |
| UNITED THERAPEUTICS CORP | $6,425 | $10,372 |
| UNITEDHEALTH GROUP INC | $80,066 | $125,535 |
| UNTD MICROELECTRONICS | $9,951 | $10,553 |
| VERIZON COMMUNICATIONS | $28,729 | $26,552 |
| VF CORP | $36,436 | $39,905 |
| VISTRA CORP | $43,022 | $54,170 |
| WEICHAI POWER CO LTD ADR | $16,176 | $13,338 |
| WELLS FARGO & CO NEW | $24,505 | $29,364 |
| WEST FRASER TIMBER LTD | $9,407 | $12,588 |
| WSTN DIGITAL CORP | $15,462 | $18,063 |
| XP INC | $18,111 | $16,612 |
| XP INC | $12,638 | $11,180 |
| YUM CHINA HLDGS INC | $7,217 | $5,781 |
| 0 | $24,298 | $15,411 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,622,038 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,583,840 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD STAR FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,674,010 | BookValueAmt |
| EOYFMV | $7,132,104 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTERS | $3,745 | $3,745 | $0 |
| COMPUTER | $1,863 | $1,863 | $0 |
| FURNITURE | $4,375 | $4,375 | $0 |
| FURNITURE | $607 | $605 | $2 |
| COMPUTER | $1,745 | $1,222 | $523 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON, BELKNAP, WEBB & TYLER | CategoryTxt |
| Legal Fees | $3,282 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,282 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE STATIONERY AND SUPPLIES | $19,166 | $1,917 | $17,249 |
| TELEPHONE | $2,869 | $287 | $2,582 |
| MEMBERSHIP DUES | $1,500 | $0 | $1,500 |
| COMPUTER SERVICES | $2,244 | $224 | $2,020 |
| INSURANCE | $4,920 | $492 | $4,428 |
| POSTAGE AND MESSENGER | $830 | $83 | $747 |
| PAYROLL FEES | $3,978 | $398 | $3,580 |
| OTHER | $95 | $10 | $85 |
| FILING FEE | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUCK GLOBAL -FINANCIAL CONSULTANT | $22,000 | $22,000 | $0 |
| UBS - INVESTMENT ADVISORS | $178,455 | $178,455 | $0 |
| BOARD CONSULTANTS | $22,000 | $0 | $22,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX BASED ON INVESTMENT INCOME | CategoryTxt |
| Amt | $117,860 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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