TELLIGEN COMMUNITY INITIATIVE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TELLIGEN COMMUNITY INITIATIVE (EIN 20-2017785)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-31
- IRS object ID
- 202201519349100920
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-31T17:21:28-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420794029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 22ND STREET SUITE 400 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502661453 | 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 | 202017785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TELLIGEN COMMUNITY INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TELL | BusinessNameControlTxt |
| Phone | 5152222428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WEST LAKES PARKWAY | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT MCGARVEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5152222428 | PhoneNum |
| Signature | 2022-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATT | PersonFirstNm |
| Person Last | MCGARVEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID ELLIS | PreparerPersonNm |
| PTIN | P01306431 | PTIN |
| Phone | 5152258400 | 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 | $44,005,034 | 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 | $84,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,067 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $843,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $843,608 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,974,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,578,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,974,072 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,901,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,901,747 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $134,587 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,455 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $448 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,428 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,128 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,639 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,878 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,851 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,792 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,986 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,167 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $385,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $330,854 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,191 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $669,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $330,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,054,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,054,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,724,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $330,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,310,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,177,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,570,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,607 | CashBOYAmt |
| Cash EOY | $575,489 | CashEOYAmt |
| Cash EOYFMV | $575,489 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $466,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $442,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $442,504 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,589 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,589 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,589 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $41,725,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,853,579 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,853,579 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $186,892 | OtherAssetsBOYAmt |
| Other Assets EOY | $127,873 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127,873 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,421,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,005,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,005,034 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $197,631 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $156,699 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $207,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $156,699 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,213,777 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,848,335 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,213,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,848,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,421,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,005,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,213,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,177,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $456,816 | OtherIncreasesAmt |
| Subtotal | $43,848,335 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,848,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY #4045 - SHORT TERM | $7,420,273 | $6,897,736 | $522,537 | $522,537 | |
| MORGAN STANLEY #4045 - LONG TERM | $9,992,606 | $7,707,069 | $2,285,537 | $2,285,537 | |
| CAPITAL GAINS DIVIDENDS | $165,998 | $165,998 | $165,998 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,974,072 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,075 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,635 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | IA | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TELLIGEN COMMUNITY INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152222428 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WEST LAKES PARKWAY | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MATT MCGARVEY | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | EXECUTIVE DIRECTOR | 40.00 | $134,587 | $31,428 | $0 |
| PAMELA BALLOU-NELSON | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RIED BOOM MD | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELE DRUKER | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | TREASURER | 1.00 | $0 | $0 | $0 |
| KIM DOWNS | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SABHA ABOUR MD | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JABRAAN PASHA MD | ||||||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTMAKING TO OTHER CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $43,061,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,589 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,662,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,662,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $654,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,007,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,150,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,150,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,635 | TotalTaxAmt |
| Distributable Before Adj | $2,100,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,100,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,100,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,310,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,310,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,100,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $449,844 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $50,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $308,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $889,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,310,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,100,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,775 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,099,358 | 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 | $449,844 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $649,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $50,599 | ExcessFromYear3Amt |
| Excess From Year2 | $80,222 | ExcessFromYear2Amt |
| Excess From Year1 | $308,918 | ExcessFromYear1Amt |
| Excess From Current Year | $209,775 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| TELLIGEN COMMUNITY INITIATIVE SYNERGY CENTER | |||||||
| 501 SW 7TH STREET | DES MOINES | IA | 50309 | 501(C)3 | WE PROPOSE TO INTENTIONALLY CREATE A CAREFULLY SELECTED GROUP OF EMERGING HEALTH AND HUMAN SERVICE NONPROFITS AND INNOVATORS INTO A SHARED OR POOLED OFFICE SETTING WITH THE INTENTION OF HELPING THEM NURTURE AND GROW THEIR ORGANIZATIONAL CAPACITY. WE WOULD PROVIDE THEM WITH WORKSTATIONS, MEETING ROOMS AND A LARGE EVENT/CONFERENCE ROOM AS WELL AS TECHNOLOGY, TELECOMMUNICATIONS, MAINTENANCE AND SECURITY AT NO COST FOR A PERIOD OF TIME AS THEY AND THEIR WORK EMERGE. | $91,061 | |
| YOUTH AND FAMILY RESOURCES CENTER INC | |||||||
| 326 WEST 11TH STREET | SHAWNEE | OK | 74801 | 501(C)3 | PARTNERS IN CARING (PIC) IS A SCHOOL-BASED, INTEGRATED HEALTH CARE INITIATIVE THAT PROVIDES A WIDE RANGE OF DIRECT CARE AND CARE COORDINATION SERVICES IN RURAL UNDERSERVED COMMUNITIES. PIC UTILIZES AN EVIDENCE-BASED MODEL AND IS COMPRISED OF HEALTH CARE PROFESSIONALS, MENTAL HEALTH PROFESSIONALS, PARENT EDUCATORS, SOCIAL WORKERS, AND CARE COORDINATORS FROM MULTIPLE PARTNER AGENCIES. | $50,000 | |
| CITY CARE | |||||||
| 2000 NORTH CLASSEN BLVD STE N50 | OKLAHOMA CITY | OK | 73106 | 501(C)3 | OUR GOAL OF OUR SUPPORTIVE HOUSING COMMUNITY IS TO PROVIDE AFFORDABLE HOUSING TO THOSE TRANSITIONING OUT OF HOMELESSNESS AT A COST THAT ALLOWS THEM TO BE STABLY HOUSED WHILE PROVIDING OPPORTUNITIES FOR ECONOMIC GROWTH AND UPWARD MOBILITY. | $45,000 | |
| HUNGER FREE OKLAHOMA | |||||||
| 907 SOUTH DETROIT AVENUE | STE | OK | 74120 | 501(C)3 | HUNGER FREE OKLAHOMA (HFO) SEEKS FUNDING FOR OUR STATEWIDE SNAP ENROLLMENT ASSISTANCE/OUTREACH WORK. TCI FUNDING WILL CREATE CAPACITY TO HIRE 2 SNAP OUTREACH SPECIALISTS TO RECRUIT AND TRAIN COMMUNITY ORGANIZATIONS TO HELP FOOD INSECURE OKLAHOMANS APPLY FOR SNAP. ANY DOLLARS AWARDED BY TCI WOULD SERVE AS A MATCH TO DRAW DOWN FEDERAL DOLLARS THROUGH A STATE SNAP OUTREACH PLAN. | $50,000 | |
| HEALTH ALLIANCE FOR THE UNINSURED | |||||||
| 111 WEST 17TH | TULSA | OK | 74107 | 501(C)3 | HAU WILL LAUNCH A NEW PATIENT NAVIGATION PROGRAM TO HELP LOW INCOME, UNINSURED, AND UNDERINSURED CLIENTS NAVIGATE CENTRAL OKLAHOMA'S COMPLEX HEALTHCARE REFERRAL NETWORK. NAVIGATORS WILL EXPEDITE SERVICE DELIVERY FOR 10,000+ OKLAHOMANS SEEKING BASIC HEALTH, MENTAL HEALTH, VISION, DENTAL, AND WOMEN'S HEALTH CARE, AND MEDICAID ENROLLMENT TO IMPROVE INDIVIDUAL AND COMMUNITY HEALTH OUTCOMES. | $50,000 | |
| OSU CENTER FOR HEALTH SCIENCES | |||||||
| 1111 WEST 17TH | TULSA | OK | 74107 | 501(C)3 | TILLMAN COUNTY, OKLAHOMA, IS A USDA-DESIGNATED PERSISTENT POVERTY COUNTY THAT EXPERIENCED HOSPITAL CLOSURE IN 2015, AND THE NEXT NEAREST EMERGENCY ROOM IS A 45-MINUTE AMBULANCE RIDE. OUR OVERALL OBJECTIVE IN THIS APPLICATION IS THREE-FOLD, AND ALIGNED WITH EACH OF TELLIGEN'S KEY AIMS THIS CYCLE AS WE WORK TO SUSTAIN VIRTUAL, REAL-TIME MOBILE EMERGENCY PHYSICIAN ACCESS FOR THE LOCAL EMS TEAM. | $48,044 | |
| OKLAHOMA CHRISTIAN UNIVERSITY | |||||||
| PO BOX 11000 | OKLAHOMA CITY | OK | 73186 | 501(C)3 | WITH THE ONLY ACCREDITED DEGREE IN MEDICAL LABORATORY SCIENCE (MLS) IN CENTRAL OK, OKLAHOMA CHRISTIAN UNIVERSITY SEEKS FUNDING TO PROVIDE AN ONLINE MLS CURRICULUM THAT CAN BE TAUGHT TO QUALIFIED STUDENTS IN ANY OKLAHOMA COMMUNITY WHERE A HOSPITAL OR CLINIC WILL ALLOW THAT STUDENT TO COMPLETE THEIR CLINICAL REQUIREMENT. RURAL TOWNS/LABS AND A STUDENT COHORT ARE CURRENTLY BEING RECRUITED. | $49,275 | |
| CREOKS MENTAL HEALTH SERVICES INC | |||||||
| 4103 SOUTH YALE AVENUE SUITE B | TULSA | OK | 74135 | 501(C)3 | GOALS OF THIS PROJECT ARE TO ADOPT INNOVATIVE STRATEGIES IN REMOTE PATIENT MONITORING, AND COMMUNICATION TECHNOLOGY BASED SERVICES (CTBS) TO IMPROVE CARE MANAGEMENT, SPECIFIC HEALTH OUTCOMES AND MEDICATION ADHERENCE WHILE REDUCING THE OVERALL COST OF COLLECTING AND DISSEMINATING CLIENT DATA WITH PARTNER AGENCIES. TRAINING AND COACHING IN DIGITAL HEALTH BILLING / CODING WILL BE PROVIDED TO CREOKS. | $50,000 | |
| FAMILY & CHILDREN'S SERVICES | |||||||
| LEGACY PLAZA WEST 5310 EAST 31ST | TULSA | OK | 74135 | 501(C)3 | BEFORE COPES 911, CALLERS WITH MENTAL HEALTH CRISES RECEIVED ONLY A MOBILE RESPONSE FROM TRADITIONAL, NON-PSYCHIATRIC FIRST RESPONDER. COPES 911'S GOAL IS TO DECOMPRESS CALLERS AND ROUTE APPROPRIATE RESPONDERS TO CALLERS IN MENTAL DISTRESS ALLOWING FOR TRADITIONAL FIRST RESPONDERS TO FOCUS ON THE SITUATIONS THEY WERE TRAINED TO HANDLE. | $50,000 | STREET STE 800 |
| IOWA LEGAL AID | |||||||
| 111 9TH STREET SUITE 230 | DES MOINES | IA | 50314 | 501(C)3 | IOWA LEGAL AID'S EVICTION DIVERSION PROJECT WILL STABILIZE THE HOUSING AND HEALTH OF MORE THAN 1,250 LOW-INCOME FAMILIES THROUGH HELP DESKS AT THE POLK AND BLACK HAWK COUNTY COURTHOUSES THAT PROVIDE FREE LEGAL REPRESENTATION AND RENTAL ASSISTANCE. | $50,000 | |
| PROTEUS INC | |||||||
| 1221 CENTER STREET SUITE 16 | DES MOINES | IA | 50309 | 501(C)3 | PROTEUS HAS IMPLEMENTED A SUCCESSFUL & UNIQUE HEALTHCARE DELIVERY MODEL FOR AGRICULTURAL WORKERS IN IOWA FOR OVER TWO DECADES. WE ALL WITNESSED THE DISPROPORTIONATE IMPACT COVID-19 HAS HAD ON MEAT PROCESSING WORKERS. THERE IS AN ACCESS TO CARE NEED THAT PROTEUS CAN FULFILL. PROTEUS INTENDS TO TARGET MEAT PROCESSING WORKERS FOR THIS PROJECT BY PROVIDING A MEDICAL HOME AND IMPROVE HEALTH OUTCOMES. | $30,000 | |
| MERCY COLLEGE OF HEALTH SCIENCES | |||||||
| 411 LAUREL STREET SUITE 2250 | DES MOINES | IA | 50314 | 501(C)3 | THIS PROJECT IS TO SIGNIFICANTLY EXPAND MERCY COLLEGE OF HEALTH SCIENCES' MA CERTIFICATE AND ASSOCIATE DEGREE PROGRAM. THIS WILL INCLUDE PARTNERING WITH CLINICAL PARTNERS IN THREE IOWA CITES TO PROVIDE MA TRAINING IN THEIR HOME COMMUNITIES; AND INCREASING THE NUMBER OF STUDENTS ENROLLING AND GRADUATING IN THE PROGRAM, HELPING FILL A WORKFORCE GAP IN IOWA. | $50,000 | |
| PLEASE PASS THE LOVE | |||||||
| PO BOX 66024 | WEST DES MOINES | IA | 50265 | 501(C)3 | PLEASE PASS THE LOVE IS COLLABORATING WITH THE IA OFFICE OF LATINO AFFAIRS AND THE IOWA AEAS ONLINE TO DEVELOP A HIGH SCHOOL ONLINE STEAM COURSE TO INCREASE MENTAL HEALTH AWARENESS AND MENTAL HEALTH WORKFORCE DEVELOPMENT. IT WILL BE A COLLABORATION OF MULTIPLE DIVERSE STAKEHOLDERS ACROSS THE STATE INCLUDING YOUTH, PARENTS, MENTAL HEALTH PROFESSIONALS, AND EDUCATORS TO DEVELOP THE COURSE. | $50,000 | |
| CERRO GORDO COUNTY DEPARTMENT OF PUBLIC HEALTH | |||||||
| 2570 4TH STREET SW SUITE 1 | MASON CITY | IA | 50401 | 501(C)3 | CERRO GORDO COUNTY DEPARTMENT OF PUBLIC HEALTH IS STRIVING TO BECOME AN INTEGRATED ACADEMIC HEALTH DEPARTMENT (AHD) TO INCREASE CAPACITY TO FURTHER IMPROVE PUBLIC HEALTH, RECRUIT, BUILD & EMPOWER FUTURE PUBLIC HEALTH LEADERS IN THE WORKFORCE, & INCREASE VISIBILITY OF PUBLIC HEALTH CAREERS & ROLES. AS AN AHD, EXISTING RESOURCES MAY BE LEVERAGED, & NEW ONES CAN BE IDENTIFIED THROUGH COLLABORATION. | $29,111 | |
| YSS OF MARSHALL COUNTY | |||||||
| 22 NORTH CENTER STREET | MASHALLTOWN | IA | 50158 | 501(C)3 | YSS IS REQUESTING FUNDS FOR THE SECOND YEAR OF OUR NEW PROGRAM WITH THE MARSHALLTOWN POLICE DEPARTMENT (PD), MPACT(MARSHALL POLICE AND COMMUNITY TEAM) PROGRAM. MPACT IS AN INNOVATIVE PROGRAM THAT EMBEDS SOCIAL WORKERS WITH THE PD, TO ASSIST THE POLICE DEPARTMENT IN FULFILLING THEIR MISSION WHILE ENSURING WE ARE ADDRESSING COMMUNITY MEMBERS' MENTAL HEALTH, SUBSTANCE ABUSE, AND HOMELESSNESS NEEDS. | $50,000 | |
| CHI HEALTH MERCY COUNCIL BLUFFS | |||||||
| 800 MERCY DRIVE | COUNCIL BLUFFS | IA | 51503 | 501(C)3 | CHI HEALTH MERCY COUNCIL BLUFFS WILL PROMOTE AND DELIVER SYNCHRONOUS TELE-BEHAVIORAL HEALTH SERVICES FOR RURAL PATIENTS PRESENTING WITH MENTAL AND BEHAVIORAL HEALTH CONDITIONS IN CHI HEALTH MIDWEST'S CRITICAL ACCESS HOSPITALS (CAH) AND RURAL HEALTH CLINICS (RHC) SPANNING SOUTHWEST IOWA THROUGH THE BEHAVIOR HEALTH EVALUATION AND TRANSFER SERVICE (BHETS) PROGRAM. | $25,000 | |
| SUMMIT WEST CARE | |||||||
| 2800 PRINTERS WAY SUITE 200 | GRAND JUNCTION | CO | 81506 | 501(C)3 | FUNDING WILL SUPPORT SUMMITWEST CARE'S EXPANSION OF THE INNOVATIVE TELEHEALTH AND REMOTE PATIENT MONITORING PROGRAM THAT INCREASES ACCESS TO HEALTH TO THE MOST VULNERABLE MEMBERS OF OUR COMMUNITIES. | $20,000 | |
| KIDS IN NEED OF DENTISTRY (KIND) | |||||||
| 2465 SOUTH DOWNING SUITE 210 | DENVER | CO | 80210 | 501(C)3 | WE SEEK A PARTNERSHIP TO FUND A GAP IN THE HEALTH CARE SYSTEM FOR CARE COORDINATION IN DENTAL PROGRAMS, FORWARDING OUR MISSIONAL PURSUIT OF INTEGRATION OF DENTISTRY INTO WHOLE-CHILD WELLNESS AT THE COMMERCE CITY COMMUNITY CAMPUS (C4): AN INNOVATIVE CO-LOCATION PROJECT ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH, LED BY COLLABORATING PROVIDERS AND COMMUNITY MEMBERS, KNOWN AS THE C4 PARTNERSHIP. | $50,000 | |
| EARLY CHILDHOOD PARTNERSHIP OF ADAMS COUNTY | |||||||
| 1031 33RD STREET SUITE 205 | THORNTON | CO | 80260 | 501(C)3 | THE C4 WILL ADDRESS SOCIAL DETERMINANTS OF HEALTH IN A LOW-INCOME, HIGH NEED COLORADO COUNTY. IT IS A PLACE-BASED INTEGRATED NEIGHBORHOOD WELLNESS CENTER THAT WILL PROVIDE EASY ACCESS TO HIGH-QUALITY, COORDINATED WHOLE-PERSON HEALTHCARE AND SOCIAL SERVICES. FUNDING WILL SUPPORT A COMBINATION OF DIRECT SERVICES AND "BACKBONE" ACTIVITIES ESSENTIAL TO ENSURING THE SUSTAINABILITY OF THE C4. | $47,881 | |
| LABORATORY TO COMBAT HUMAN TRAFFICKING | |||||||
| 1031 33RD STREET SUITE 237 | DENVER | CO | 80205 | 501(C)3 | THIS PROJECT INVOLVES AN INNOVATIVE APPROACH TO STOP THE DEVASTATION OF HUMAN TRAFFICKING BY TRAINING HEALTHCARE PROVIDERS AND STAFF IN HEALTHCARE SETTINGS. RESEARCH SHOWS THAT MOST TRAFFICKING VICTIMS ARE SEEN AT SOME POINT BY A HEALTHCARE PROVIDER, BUT THESE PROFESSIONALS ARE NOT TRAINED TO INTERVENE. HEALTHCARE CONTACT IS A CRITICAL CHANCE TO STOP TRAFFICKING SITUATIONS AND TREAT SURVIVORS. | $50,000 | |
| COMMUNITY FOOD SHARE | |||||||
| 650 SOUTH TAYLOR AVENUE | LOUISVILLE | CO | 80027 | 501(C)3 | FUNDING WILL SUPPORT A PILOT PROJECT PARTNERSHIP BETWEEN COMMUNITY FOOD SHARE (CFS), THE FOOD BANK SERVING BOULDER AND BROOMFIELD COUNTIES, AND CLINICAL FAMILY HEALTH SERVICES, THE PUBLIC HEALTH CARE PROVIDER, INCREASING ACCESS TO FOOD RELIEF FOR LATINX SENIORS, AND CREATING PRESCRIPTION FOOD BOXES FOR DELIVERY TO LOW INCOME OLDER ADULTS WITH HEALTH ISSUES LIKE DIABETES, HIGH BLOOD PRESSURE, ETC. | $50,000 | |
| OMNI INSTITUTE | |||||||
| 899 LOGAN STREET SUITE 600 | DENVER | CO | 80203 | 501(C)3 | TO ADDRESS DISPARITIES FOR BLACK, INDIGENOUS, AND PEOPLE OF COLOR (BIPOC) IN MATERNAL HEALTH OUTCOMES WE PROPOSE TO CONDUCT FOCUS GROUPS WITH PREGNANT AND POSTPARTUM BIPOC WOMEN TO EXPLORE THEIR EXPERIENCES INTERACTING WITH HOSPITAL SYSTEMS. RESULTS WILL BE USED TO INFORM HOSPITAL PRACTICES TO REDUCE BARRIERS AND RISK FACTORS FOR BIPOC WOMEN AND IMPROVE THEIR OVERALL HOSPITAL EXPERIENCE. | $49,987 | |
| ARAPAHOE COMMUNITY COLLEGE FOUNDATION | |||||||
| 5900 SOUTH SANTE FE DRIVE | LITTLETON | CO | 80120 | 501(C)3 | TO BUILD ON THE INNOVATIVE FRAMEWORK AND SUCCESS OF ITS PARTNERSHIP WITH CENTURA HEALTH FOR MEDICAL ASSISTANT (MA) AND MEDICAL LAB TECHNICIAN (MLT) OCCUPATIONS BY CREATING AND SPONSORING APPRENTICESHIPS FOR CERTIFIED NURSING ASSISTANTS (CNA), REGISTERED NURSES (RN), AND ELECTROENCEPHALOGRAM (EEG) TECHNICIANS WHILE CONTINUING TO EXPAND THE MEDICAL ASSISTANT APPRENTICESHIP IN COLORADO AND OHIO. | $50,000 | |
| DENVER CHILDREN'S ADVOCACY CENTER | |||||||
| 2149 FEDERAL BLVD | DENVER | CO | 80211 | 501(C)3 | DENVER CHILDREN'S ADVOCACY CENTER (DCAC) REQUESTS $50,000 FROM TELLIGEN COMMUNITY INITIATIVE TO SUPPORT ITS RAPID RESPONSE PROGRAM, WHICH PROVIDES IMMEDIATE SUPPORT FOR CHILD VICTIMS OF ABUSE AND NEGLECT, INCLUDING FORENSIC INTERVIEWS, VICTIM ADVOCACY, AND SEAMLESS CONNECTION TO TRAUMA-INFORMED BEHAVIORAL HEALTH TREATMENT, TO BUILD SHORT AND LONG-TERM HEALTH AND RESILIENCE. | $50,000 | |
| CENTER FOR AFRICAN AMERICAN HEALTH | |||||||
| 3550 HUDSON STREET | DENVER | CO | 80207 | 501(C)3 | CENTER FOR AFRICAN AMERICAN HEALTH REQUESTS $50,000 TO SUPPORT OUR RESOURCE NAVIGATION PROGRAM, WHICH STRONGLY ALIGNS UNDER TELLIGEN COMMUNITY INITIATIVE'S "COORDINATION CARE" FOCUS AREA, AS IT HELPS INDIVIDUALS MORE SEAMLESSLY ACCESS PRIMARY AND BEHAVIORAL HEALTH CARE, INCLUDING PREVENTION AND MANAGEMENT SERVICES, AS WELL AS OTHER COMMUNITY RESOURCES RELATED TO THE SOCIAL DETERMINANTS OF HEALTH. | $50,000 | |
| THE FUND FOR A HEALTHIER COLORADO | |||||||
| 303 EAST 17TH AVENUE SUITE 405 | DENVER | CO | 80203 | 501(C)3 | THE FUND FOR A HEALTHIER COLORADO (TFHC) IS SEEKING FUNDING TO RESEARCH AND CONNECT WITH COMMUNITIES ACROSS THE STATE TO CRAFT A POLICY UNIQUE TO COLORADO'S SPECIFIC NEEDS IN ORDER TO IMPLEMENT DENTAL THERAPY STATEWIDE. | $43,953 | |
| LA PUENTE HOME INC | |||||||
| PO BOX 1235 911 STATE AVENUE | ALAMOSA | CO | 81101 | 501(C)3 | PROVIDING SHELTER AND IMMEDIATE NEEDS THE POOR AND HOMELESS FOR ALMOST 40 YEARS, WASN'T SERVING A GROWING POPULATION OF UNSHELTERED HOMELESS WHO WERE NOT ABLE TO MEET THEIR BASIC NEEDS OR ACCESS HEALTH AND BEHAVIORAL HEALTH CARE. WE BEGAN EXPLORING WAYS TO SERVE THIS POPULATION IN 2019 AND ARE READY TO BUILD A ROBUST PROGRAM WHERE HEALTH AND MENTAL HEALTH CARE ARE AN IMPORTANT COMPONENT. | $50,000 | |
| EDUCATION SYSTEMS CENTER AT NORTHERN ILLINOIS UNIVERSITY | |||||||
| 105 WEST MADISON SUITE 1700 | CHICAGO | IL | 60602 | 501(C)3 | EDUCATION SYSTEMS CENTER AT NIU (EDSYSTEMS) WILL PROVIDE PROFESSIONAL DEVELOPMENT AND TECHNICAL ASSISTANCE FOR ILLINOIS SCHOOLS PILOTING CAREER EXPLORATION AND/OR CAREER DEVELOPMENT EXPERIENCES SPECIFIC TO THE HEALTH SCIENCES SECTOR. ADDITIONALLY, RESOURCES WILL BE SHARED STATEWIDE WITH EMPLOYERS, EDUCATORS, AND STUDENTS THROUGH EDSYSTEMS' ILLINOIS WORK-BASED LEARNING INNOVATION NETWORK. | $50,000 | |
| SAMARA CARE | |||||||
| 1819 BAY SCOTT CIRCLE | NAPERVILLE | IL | 60540 | 501(C)3 | SAMARACARE SEEKS FUNDING TO MAINTAIN AND EXTEND CLIENT REACH FOR ITS MENTAL HEALTH ACCESS PROGRAM (MHAP) WHICH REDUCES COST BARRIERS TO ACCESSING QUALITY MENTAL HEALTH CARE. THE PROGRAM PROVIDES FEE SUBSIDIES TO UNDER-RESOURCED INDIVIDUALS, COUPLES AND FAMILIES WHO ARE UNINSURED, UNDERINSURED OR WHO HAVE EXTENUATING FINANCIAL LIMITATIONS, ENABLING THEM TO GET THE HELP THEY NEED AND DESERVE. | $25,000 | |
| RENAISSANCE SOCIAL SERVICES INC | |||||||
| 2501 WEST WASHINGTON BLVD SUITE 401 | CHICAGO | IL | 60612 | 501(C)3 | RENAISSANCE SEEKS FUNDING TO DEVELOP A DATABASE OF ITS HOUSED PARTICIPANTS' MEDICAL RECORDS THROUGH WHICH IT CAN IDENTIFY POPULATION-SPECIFIC HEALTH NEEDS AND DEVELOP AND IMPLEMENT NEW HEALTH PROGRAMMING TO ADDRESS THOSE NEEDS. THIS WILL BE A SIGNIFICANT STEP FORWARD IN CARE COORDINATION FOR HOUSED PARTICIPANTS. | $16,050 | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| 55 EAST JACKSON BLVD STE 490 | CHICAGO | IL | 60604 | 501(C)3 | THERE IS A MENTAL HEALTH CRISIS IN AMERICA. FOR BLACK AMERICANS, BARRIERS TO CARE ARE ESPECIALLY PROFOUND. BUILDING UPON A SAMHSA-FUNDED PEER SUPPORT APPRENTICESHIP PILOT PROGRAM, DBSA WILL EMPLOY A PROGRAM MANAGER TO OVERSEE THE PROGRAM AND WORK WITH A CONSULTANT TO IDENTIFY THE REQUIRED STEPS TO BECOME A RECOGNIZED WORKFORCE DEVELOPMENT PROVIDER, THUS EXPANDING THE MENTAL HEALTH WORKFORCE. | $46,000 | |
| NATIONAL ASSOCIATION OF SOCIAL WORKERS FOUNDATION | |||||||
| 4957 OAKTON STREET 224 | SKOKIE | IL | 60077 | 501(C)3 | WORKING WITH DIFFERENT STAKEHOLDERS, AS WELL AS PARTNERING WITH RUSH UNIVERSITY MEDICAL CENTER, OUR GRANT PROPOSAL PROPOSES TO STRENGTHEN RACIAL & ETHNIC MINORITY HIRING FOR THE SOCIAL WORK WORKFORCE IN ILLINOIS. BUILDING ON THE NASW IL 202O TCI FUNDED SOCIAL WORK WORKFORCE STUDY IN ILLINOIS, WE PROPOSED TO PROMOTE A DIVERSE HUMAN SERVICE WHO REFLECT THE CONSUMERS OF HUMAN SERVICES IN THE STATE. | $50,000 | |
| IGNITE | |||||||
| 180 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | 501(C)3 | IGNITE'S RESIDENTIAL PROGRAMS FOR YOUTH WHO ARE UNSTABLY HOUSED PROVIDES FOUR UNIQUE MODELS OF HOUSING TO MEET EVERY LEVEL OF NEED OUR YOUNG PEOPLE HAVE, INCLUDING A 21-DAY EMERGENCY SHELTER FOR YOUTH 14 TO 17, AN 18-MONTH TRANSITIONAL LIVING FACILITY FOR YOUTH 17 TO 24, A TWO-YEAR COMMUNITY-BASED HOUSING PROGRAM FOR YOUTH 18 TO 24 AND A THREE-YEAR INDEPENDENT-LIVING PROGRAM FOR YOUTH 21 TO 26. | $50,000 | 1900 |
| METROPOLITAN TENANTS ORGANIZATION | |||||||
| 1727 SOUTH INDIANA G03 | CHICAGO | IL | 60616 | 501(C)3 | COVID HAS LEFT MANY PEOPLE WITH DISABLING AFTEREFFECTS AND IN PRECARIOUS SITUATIONS REGARDING THEIR HOUSING. THOUSANDS ARE BEHIND IN RENT. THE PROJECT WILL WORK TO PREVENT EVICTIONS AND KEEP PEOPLE SAFELY IN THEIR HOMES BY GETTING TENANTS LEGAL AND NON-LEGAL RESOURCES AS WELL AS NON-LEGAL ASSISTANCE NEGOTIATING AND COMMUNICATING WITH THEIR LANDLORD AND THUS IMPROVE LONG TERM HEALTH OUTCOMES. | $50,000 | |
| YOUTH AND FAMILY COUNSELING | |||||||
| 1113 SOUTH MILWAUKEE AVENUE 104 | LIBERTYVILLE | IL | 60048 | 501(C)3 | YOUTH AND FAMILY COUNSELING'S (YFC) NEW EARLY INTERVENTION PROGRAM, YFCTHRIVE, LEVERAGES AN INNOVATIVE MONITORING AND MENTAL WELLNESS SUPPORT PROGRAM THAT IS DELIVERED THROUGH A USER-FRIENDLY, EVIDENCE-BASED MOBILE APP. YFCTHRIVE PROVIDES WELLNESS TOOLS AND STRATEGIES TO YOUNG ADULTS AGES 14-20 TO CATCH MENTAL HEALTH SYMPTOMS BEFORE THEY REACH A CRISIS POINT. | $50,000 | |
| CITY COLLEGES OF CHICAGO | |||||||
| 180 NORTH WABASH SUITE 200 | CHICAGO | IL | 60601 | 501(C)3 | BE WELL CHICAGO IS FOCUSED ON RESPONDING TO THE SYSTEMIC TRAUMA FACED BY STUDENTS WITHIN THE CITY COLLEGE OF CHICAGO SYSTEM. MANY HAVE BEEN VICTIMS OF MULTIPLE VIOLENT CRIMES THEREBY SIGNIFICANTLY IMPACTING THEIR MENTAL HEALTH. THIS PROGRAM WILL EXPAND THE SERVICE CAPACITY OF OUR WELLNESS CENTERS THROUGH BEING ABLE TO SUPPORT REFERRALS TO TELEPSYCHIATRY CARE WITHOUT FINANCES BEING A BARRIER. | $50,000 | |
| ERIE NEIGHBORHOOD HOUSE | |||||||
| 1701 WEST SUPERIOR STREET | CHICAGO | IL | 60622 | 501(C)3 | ERIE HOUSE REQUESTS FUNDING TO SUPPORT OUR VIOLENCE PREVENTION AND INTERVENTION EFFORTS IN LITTLE VILLAGE, HELPING LATINX YOUTH AND FAMILIES OVERCOME THE CHALLENGES OF VICTIMIZATION. PROYECTO CUDATE DELIVERS MUCH NEEDED, QUALITY MENTAL HEALTH SERVICES THAT ARE TRAUMA-INFORMED, BILINGUAL, AND CULTURALLY COMPETENT, TO THE VULNERABLE AND OFTEN VICTIMIZED LATINX COMMUNITY IN LITTLE VILLAGE. | $50,000 | |
| HOWARD BROWN HEALTH | |||||||
| 4025 NORTH SHERIDAN ROAD | CHICAGO | IL | 60613 | 501(C)3 | HOWARD BROWN HEALTH REQUESTS $50,000 IN SUPPORT FROM TELLIGEN TO IMPLEMENT AN INTEGRATIVE DIABETES CARE PROGRAM. COMBINING EXPERTISE FROM TEAMS ACROSS THE AGENCY SUCH AS CASE MANAGEMENT AND QUALITY IMPROVEMENT, THE AGENCY WILL DEVELOP A SHORT-TERM INTENSIVE PROGRAM THAT WILL WORK WITH PATIENTS TO BUILD A CARE PLAN COMBATING HEALTH AND SOCIAL FACTORS CONTRIBUTING TO UNCONTROLLED DIABETES. | $49,828 | |
| UNIVERSITY OF ILLINOIS YMCA | |||||||
| 1001 SOUTH WRIGHT STREET | CHAMPAIGN | IL | 61820 | 501(C)3 | THIS PROJECT WILL SUPPORT INCREASED DENTAL CARE SERVICES AND DENTAL HEALTH LITERACY WITHIN IMMIGRANT AND REFUGEE COMMUNITIES IN CHAMPAIGN COUNTY, ILLINOIS. THIS WILL BE ACCOMPLISHED BY PARTNERING WITH LOCAL DENTAL HEALTH PROFESSIONALS TO HOST PRIMARY CARE CLINICS AND TO CONDUCT DENTAL HEALTH OUTREACH CAMPAIGNS. | $11,332 | |
| SKILLS FOR CHICAGOLAND'S FUTURE | |||||||
| 191 NORTH UPPER WACKER DRIVE STE | CHICAGO | IL | 60606 | 501(C)3 | TO BEST ADDRESS THE NEEDS OF THE COLLECTIVE'S JOB SEEKERS, THEY ARE LOOKING TO ADOPT A CLOSED LOOP REFERRAL SYSTEM TO BETTER SERVE AND TRACK OUTCOMES FOR THE APPLICANTS THAT ENGAGE THE CBOC. ONE OF THEIR PRIMARY GOALS IS TO CREATE AN EFFICIENT SYSTEM FOR A JOB SEEKER TO ACCESS ANY OF THE PARTNER ORGANIZATIONS AND HAVE ACCESS TO THE FULL SUITE OF CBOC SUPPORTS AVAILABLE. BEING ABLE TO EFFECTIVELY REFER AND TRACK A JOB SEEKER'S PROGRESS BETWEEN PARTNER ORGANIZATIONS IS KEY TO PROVIDING THIS SEAMLESS ACCESS. THAT BEING SAID, THEY ALSO KNOW THAT EVEN AMONGST THE 16 MEMBERS OF THE COLLECTIVE THEY WON'T HAVE THE ABILITY TO ADDRESS ALL JOB SEEKER NEEDS. AS SUCH, HAVING THE ABILITY TO MAKE EXTERNAL REFERRALS TO THE WORKFORCE AND SUPPORTIVE SERVICES ECOSYSTEM IS A CRITICAL PART OF OUR REFERRAL PROCESS AND A DIFFERENTIATOR FOR THE PROVISION OF SERVICES AND SUPPORTS. | $53,150 | 1150 |
| SAINT ANTHONY HOSPITAL | |||||||
| 2875 WEST 19TH STREET | CHICAGO | IL | 60623 | 501(C)3 | ONE OF THE FEW REMAINING INDEPENDENT NON-PROFIT COMMUNITY SAFETY NET HOSPITALS IN CHICAGO NOT ONLY PROVIDING PRIMARY HEALTH SERVICES, BUT THEIR WELLNESS PROGRAM PROVIDES FREE CLASSES, CARE COORDINATION, AND WILL PROVIDE A REFERRAL COMPONENT WITH NOWPOW. ANTHONY HOSPITAL WILL USE THE NOWPOW REFERRAL TOOL TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH (SDOH) FACTORS IMPACTING DISCHARGED EMERGENCY DEPARTMENT (ED) PATIENTS WHO RETURN SEEKING ADDITIONAL ASSISTANCE WITHIN A SHORT PERIOD OF TIME, OFTEN WITHIN 30 DAYS OF DISCHARGE. IN 2019, OF 16,115 PATIENTS ADMITTED TO OUR ED, 27% (4,400) WERE READMITTED WITHIN 30 DAYS. IN 2020, 35% OF 11,443 ED PATIENTS (4,025) WERE READMITTED WITHIN 30 DAYS. | $43,052 | |
| ALLIANCE CHICAGO | |||||||
| 225 WEST ILLINOIS FIFTH FLOOR | CHICAGO | IL | 60654 | 501(C)3 | THE CHARM PROJECT, LAUNCHED IN DECEMBER 2020, FOCUSES ON CHILDREN AND FAMILIES WITH AN EMPHASIS ON INDIVIDUALS EXPERIENCING HOUSING INSECURITY AND/OR REFUGEES SEEKING ASYLUM IN CHICAGO. SINCE RESEARCH SHOWS THAT MANY VULNERABLE POPULATIONS ARE LESS LIKELY TO HAVE AN ESTABLISHED MEDICAL HOME, CHARM IS WORKING TO SUPPORT THESE PATIENTS AND THEIR FAMILIES WHO HAVE BEEN DISPLACED OR ARE AT RISK OF BEING DISPLACED FROM HOME ENVIRONMENTS IN SECURING A MEDICAL HOME FOR COMPREHENSIVE CARE. THE STRATEGY IS TO HELP CONNECT COMMUNITY-BASED ORGANIZATIONS (CBOS) WHO PROVIDE SOCIAL SERVICES TO VULNERABLE INDIVIDUALS WITH COMMUNITY HEALTH CENTERS (CHCS) FOR COMPREHENSIVE HEALTHCARE WITH A BI-DIRECTIONAL DIGITAL REFERRAL PLATFORM. THIS STRATEGY WILL ENHANCE TIMELY CONNECTION OF PATIENTS TO HEALTH SERVICES AND REPLACE EXISTING CONVENTIONS OF PAPER-BASED WORKFLOWS THAT LEAVE THE REFERRING ENTITY UNCERTAIN OF THE OUTCOME OF THE REFERRAL. CHARM WILL FACILITATE ENHANCED COMMUNICATION BETWEEN CBOS AND CHCS | $30,640 | |
| LUTHERAN SOCIAL SERVICES OF ILLINOIS | |||||||
| 1001 EAST TOUHY AVENUE SUITE 50 | DES PLAINES | IL | 60018 | 501(C)3 | LSSI PROVIDES AN ARRAY OF BEHAVIORAL HEALTH PROGRAMS FOR INDIVIDUALS OF ALL AGES, WHICH INCLUDE MENTAL HEALTH SERVICES, SUBSTANCE USE TREATMENT SERVICES, AND THERAPEUTIC FOSTER CARE. LAST YEAR, THROUGH THESE PROGRAMS, THEY SERVED 22,000 INDIVIDUALS, OVER 90% OF WHOM HAVE ANNUAL INCOMES UNDER $25,000, CAUSING THEM TO HAVE UNMET NEEDS BEYOND THE SERVICES THEY RECEIVE FROM LSSI. IN LATE 2020, LSSI LAUNCHED PARTNERSHIP WITH NOWPOW, GIVING LSSI CLINICIANS ACCESS TO AN ECOSYSTEM OF OVER 26,000 PROVIDERS IN ILLINOIS. BEHAVIORAL HEALTH IS OFTEN INFLUENCED BY SOCIAL DETERMINANTS OF HEALTH, MAKING NOWPOW NECESSARY TO PROVIDE INDIVIDUALS WITH REFERRALS FOR SERVICES SUCH AS CHILD CARE; DENTAL CARE; EDUCATION; EMPLOYMENT; RENTAL ASSISTANCE; GROCERIES; HOUSING; AND ANY OTHER SERVICES THEY MIGHT NEED THAT LSSI CANNOT PROVIDE. LSSI IS ALSO LISTED AS A PROVIDER, ALLOWING OTHER ORGANIZATIONS USING NOWPOW TO REFER DIRECTLY TO OUR PROGRAMS, INCREASING BEHAVIORAL HEALTH ACCESS FOR MORE INDIVIDUALS. | $75,600 | |
| MISSING PIECES | |||||||
| 848 DODGE AVENUE SUITE 231 | EVANSTON | IL | 60202 | 501(C)3 | MISSING PIECES SEEKS TO ENHANCE, STREAMLINE AND EXPAND ITS CAPACITY TO OPERATE AS A COMMUNITY RESOURCE HUB FOR FAMILIES, FRIENDS, SCHOOLS, SPORTS TEAMS AND OTHER ORGANIZATIONS THAT ARE IMPACTED BY THE DEATH OF A CHILD. OUR INTENTIONTHROUGH AN EXPANDED USE OF THE NOWPOW REFERRAL PLATFORMIS TO ENSURE THAT BEREAVED PARENTS, FRIENDS AND COMMUNITY MEMBERS ARE IDENTIFIED, MATCHED AND CONNECTED TO INDIVIDUALIZED GRIEF SUPPORT AND OTHER NEEDED WRAP-AROUND, COMMUNITY-BASED SOCIAL SERVICES. | $22,170 | |
| COLORADO HEALTH INSTITUTE | |||||||
| 1999 BROADWAY SUITE 600 | DENVER | CO | 80202 | 501(C)3 | THE METRO DENVER PARTNERSHIP FOR HEALTH (MDPH) IS A COLLABORATION OF PUBLIC HEALTH DEPARTMENTS, HEALTH CARE SYSTEMS, HUMAN SERVICES AGENCIES, AND OTHER PARTNERS SERVING THE DENVER METROPOLITAN AREA WITH THE GOAL OF PROMOTING HEALTH AND WELL-BEING ACROSS THE REGION. THE COLORADO HEALTH INSTITUTE (CHI) HAS SERVED AS THE STRATEGIC, ADMINISTRATIVE, AND FISCAL HUB FOR MDPH SINCE 2014. MDPH IS PROMOTING A WHOLE-PERSON AND WHOLE-FAMILY APPROACH TO HEALTH THROUGH INTEROPERABLE SOCIAL-HEALTH INFORMATION EXCHANGE (S-HIE). S-HIE BRIDGES GAPS ACROSS THE HEALTH CARE, HUMAN SERVICE, AND COMMUNITY-BASED SYSTEMS THAT SUPPORT HEALTH. THOSE CONNECTIONS FACILITATE CROSS-SECTOR INFORMATION SHARING, IMPROVED SERVICE DELIVERY, AND BETTER COORDINATION OF CARE. INTEROPERABLE S-HIE HELPS PEOPLE CONVENIENTLY ACCESS FOOD PANTRIES, HOUSING SERVICES, SCREENING AND TESTING SITES, MENTAL AND PHYSICAL HEALTH CARE, AND OTHER VITAL SERVICES. INCREASING ACCESS TO EVIDENCE-BASED SUPPORTS THAT ADDRESS SOCIAL DETERMINANTS | $50,000 | |
| UNIVERSITY OF IOWA MOBILE CLINIC | |||||||
| 1216 MERF CARVER COLLEGE OF | IOWA CITY | IA | 52242 | 501(C)3 | HONARARY GRANT FROM TCI TO UNIVERSITY OF IOWA MOBILE CLINIC FOR THE TCI BOARD OF DIRECTORS SERVICE OF DR. GERRY CLANCY. | $2,500 | MEDICINE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,054,634 | 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 | $84,067 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $843,608 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,974,072 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,901,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,901,747 | 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 | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,639 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $11,728,936 | $11,728,936 |
| EXCHANGE TRADED & CLOSED-END FUNDS | FMV | $387,648 | $387,648 |
| EQUITIES | FMV | $23,379,158 | $23,379,158 |
| CORPORATE FIXED INCOME FUNDS | FMV | $1,099,285 | $1,099,285 |
| GOVERNMENT SECURITIES | FMV | $2,206,869 | $2,206,869 |
| ALTERNATIVE INVESTMENTS | FMV | $4,051,683 | $4,051,683 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSET | Desc |
| BOY Book Value | $186,892 | BOYBookValueAmt |
| EOY Book Value | $127,873 | EOYBookValueAmt |
| EOYFMV | $127,873 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $2,407 | $0 | $2,154 |
| ADMINISTRATIVE SERVICES | $26,862 | $0 | $24,041 |
| INSURANCE | $14,580 | $0 | $13,049 |
| INVESTMENT FEES | $330,854 | $330,854 | $0 |
| OFFICE EXPENSES | $954 | $0 | $854 |
| MANAGEMENT FEES | $3,000 | $0 | $0 |
| INFORMATION TECHNOLOGY | $6,808 | $0 | $6,093 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $456,816 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPERATING LEASE LIABILITY | $195,859 | $136,624 |
| EXCISE TAX PAYABLE | $1,772 | $20,075 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $47,878 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,851 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,157 | $0 | $9,986 |
| INVESTMENT INCOME TAX | $49,635 | $0 | $0 |
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