SHELL FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHELL FOUNDATION (EIN 98-0368454)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-05-30
- IRS object ID
- 202201509349300300
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-30T02:30:04-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980368454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Rachel Singh Davies | InCareOfNm |
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 2079344262 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5Th Fl The Embassy Tea House 195-20 | AddressLine1Txt |
| City | London | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | SE1 OLN | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mrs Rachel Singh Davies | PersonNm |
| Person Title | Chief Finance Officer | PersonTitleTxt |
| Signature | 2022-05-30 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shell Foundation | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rachel Singh Davies | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5th Floor The Embassy Tea House | AddressLine1Txt |
| Address Line2 | 195-205 Union Street | AddressLine2Txt |
| City | London | CityNm |
| Province Or State | London | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | SE1 OLN | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $232,249,141 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.shellfoundation.org | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Company Limited by guarantee | OtherOrganizationDsc |
| Formation | 2000 | FormationYr |
| Legal Domicile Country | UK | LegalDomicileCountryCd |
| Activity Or Mission | Shell Foundation is an independent charity that applies a business approach to global development challenges which constrain access to energy and sustainable urban and rural mobility. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $52,548,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,792,073 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,644,307 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,869,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $58,193,231 | PYTotalRevenueAmt |
| CY Total Revenue | $52,661,980 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,234,021 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,627,233 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,888,367 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,950,582 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,848,292 | PYOtherExpensesAmt |
| CY Other Expenses | $15,098,630 | CYOtherExpensesAmt |
| PY Total Expenses | $45,970,680 | PYTotalExpensesAmt |
| CY Total Expenses | $43,676,445 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,222,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,985,535 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $615,669,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $653,902,489 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,162,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,682,619 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $586,507,608 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $628,219,870 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Shell Foundation is an independent charity that applies a business approach to global development challenges which constrain access to energy and sustainable urban and rural mobility. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $37,596,589 | ExpenseAmt |
| Grant | $19,870,528 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Access to Energy Programme focuses on co-creating and supporting the scale-up of pioneering social enterprises and market enablers such as supply chain or financial intermediaries Shell Foundation SF is helping to increase the availability of modern energy services to low-income consumers in ways that are financially viable and scalable. Main achievements: -60 mini-grid projects financed by CrossBoundary Energy access bringing power to 34,000 people in Tanzania. -Over 13 million solar energy units sold by Greenlight Planet in over 50 countries bringing power to thousands. -Over 52,000 famers and family members in East Africa,South America and India by the use of clean cooking fuel and organic fertiliser produced by Sistema bio's biogas units. -Established an Energy Access Relief Fund with key sector actors steering its design to help energy access enterprises continue reaching target customers with resilience funding. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,079,856 | ExpenseAmt |
| Grant | $4,756,705 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Sustainable Mobility Programme provides support to unproven mobility businesses with scalable solutions that increase access to affordable clean transport in cities improve the delivery of urban and rural transport services and reduce emissions intensity through technology innovation. Main achievements: -3,000 villages in India serviced by Tusker's last mile distribution channel. -Over 3,200 monthly bookings made using the Easy Matatu app in Uganda. -Over 3.7 million trips completed using MAX.ng's safe affordable motorcycle taxis in Nigeria. -New SF partner ASOBO launched it's electric boat motor business on Lake Victoria in Kenya which helps local fisherfolk reduce emissions and increase the profitability of their business. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,676,445 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Sumner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2079344262 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5th Floor The Embassy Tea House | AddressLine1Txt |
| Address Line2 | 195-205 Union Street | AddressLine2Txt |
| City | London | CityNm |
| Province Or State | London | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | SE1 OLN | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gail Klintworth | |||||||||
| Trustee-Chair | 0.00 | 0.00 | Yes (X) | $32,429 | $0 | $0 | |||
| Margaret Bllick Kigozi | |||||||||
| 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alice Chapple | |||||||||
| 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Diana Fox Carney | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sinead Lynch | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Wael Sawan | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Malcolm Brinded | |||||||||
| Former Trustee - resigned in 2020 | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Maggie Kigozi | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Maarten Wetselaar | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sam Parker | |||||||||
| Chief Executive Officer | 40.00 | 0.00 | $398,387 | $0 | $0 | Yes (X) | |||
| Richard Gomes | |||||||||
| Deputy Chief Executive Officer | 0.00 | 0.00 | $183,019 | $0 | $0 | Yes (X) | |||
| Rachel Singh Davies | |||||||||
| Chief Financial Officer | 0.00 | 0.00 | $110,634 | $0 | $0 | Yes (X) | |||
| Patricia Otero | |||||||||
| Chief Financial Officer | 0.00 | 0.00 | $79,147 | $0 | $0 | Yes (X) | |||
| Gareth Zahir Bill | |||||||||
| Operations Director | 0.00 | 0.00 | $187,097 | $0 | $0 | Yes (X) | |||
| Krysten Crainshaw | |||||||||
| Former Business Manager | 0.00 | 0.00 | $163,453 | $0 | $0 | Yes (X) | |||
| Ashish Kumar | |||||||||
| Portfolio Innovation Manager | 0.00 | 0.00 | $160,854 | $0 | $0 | Yes (X) | |||
| Jordan Broadbent | |||||||||
| Senior Theme Lead Energy for Business | 0.00 | 0.00 | $159,952 | $0 | $0 | Yes (X) | |||
| Nicholas Jones | |||||||||
| Market Development Manager | 0.00 | 0.00 | $156,620 | $0 | $0 | Yes (X) | |||
| Emma Miller | |||||||||
| Theme Lead | 0.00 | 0.00 | $152,058 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,783,650 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| ServicesServicesDesc | CompensationCompensationAmt |
|---|---|
| Wanji Nganga | |
| Contractor | $177,097 |
| Maurice Othulo | |
| Contractor | $113,113 |
| Daniel Tomlinson | |
| Contractor | $121,303 |
| Tara Collier | |
| Contractor | $163,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $14,290,806 | RelatedOrganizationsAmt |
| Government Grants | $6,634,929 | GovernmentGrantsAmt |
| All Other Contributions | $866,338 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $21,792,073 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,849,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,849,068 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $201,608,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $179,587,161 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,020,839 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,020,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,020,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,661,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,869,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,709,939 | TotalAmt |
| Program Services | $5,709,939 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,917,294 | TotalAmt |
| Program Services | $18,917,294 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,950,582 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,950,582 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,610 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $597,610 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,654 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,654 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,684 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $128,684 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,584,811 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,584,811 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,338 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $666,338 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,507 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $165,507 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | DescDesc |
|---|---|---|---|---|
| $0 | $0 | $0 | $0 | |
| $634,064 | $0 | $634,064 | $0 | Exchange gain/loss |
| $218,088 | $0 | $218,088 | $0 | Other expenses |
| $11,101,874 | $0 | $11,101,874 | $0 | Impairment |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,676,445 | TotalAmt |
| Program Services | $24,627,233 | ProgramServicesAmt |
| Management And General | $19,049,212 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,774,101 | BOYAmt |
| EOY | $16,198,321 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,012,642 | BOYAmt |
| EOY | $5,076,164 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,251,894 | BOYAmt |
| EOY | $577,348,398 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,631,125 | BOYAmt |
| EOY | $55,279,606 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,669,762 | BOYAmt |
| EOY | $653,902,489 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,085,687 | BOYAmt |
| EOY | $4,164,690 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,774,278 | BOYAmt |
| EOY | $20,845,140 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,189 | BOYAmt |
| EOY | $672,789 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,162,154 | BOYAmt |
| EOY | $25,682,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,337,642 | BOYAmt |
| EOY | $601,867,746 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,169,966 | BOYAmt |
| EOY | $26,352,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,507,608 | BOYAmt |
| EOY | $628,219,870 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,669,762 | BOYAmt |
| EOY | $653,902,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,985,535 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,726,727 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $6,490,387 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,490,287 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,251,894 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $64,096,505 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$8,000,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $577,348,398 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $459,307,795 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $79,444,099 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$17,139,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | -$360,858 | AdministrativeExpensesAmt |
| End Year Balance | $521,251,894 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $506,608,116 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,700,321 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$16,302,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | -$298,000 | AdministrativeExpensesAmt |
| End Year Balance | $459,307,795 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,660,144 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $77,947,972 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$13,643,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | -$357,000 | AdministrativeExpensesAmt |
| End Year Balance | $506,608,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,839,758 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $25,320,386 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$25,152,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | -$348,000 | AdministrativeExpensesAmt |
| End Year Balance | $442,660,144 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Invst Program Related Org InvstProgramRelatedOrgGrp (23 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Energy Entrepreneurs Growth Fund EEGF investment | $3,000,000 | C |
| GroFin Africa Fund GAF - Investment | $397,873 | C |
| Redavia - Loan Receivable | $627,981 | C |
| GroFin Small and Growing Businesses Fund SGB - Investment | $8,700,000 | C |
| responsAbility Energy Access Fund - Investment | $2,025,000 | C |
| Lightning Hybrids Inc. - Loan Receivable | $1,500,000 | C |
| SparkMeter - Loan Receivable | $373,520 | C |
| FactorE - Loan Receivable | $9,378,950 | C |
| Gajam Group Limited Dharma Life - Loan Receivable | $766,203 | C |
| Husk Power Systems Inc. - Loan Receivable | $1,191,667 | C |
| Persistent Energy Capital - Loan Receivable | $3,441,590 | C |
| Buen Manejo del Campo S.A. Sistema Biobolsa - Loan Receivable | $770,525 | C |
| Nomou Iraq Fund - Investment | $4,880,456 | C |
| Aavishkaar Ventures Management Services - Interest Bearing Convertible | $9,999,991 | C |
| Northern Iraq Investments | $4,000,000 | C |
| Nayo Tropical Technology loan receivable | $622,300 | C |
| Science for Society Techno Services S4S loan receivable | $40,000 | C |
| Shortlist loan receivable | $291,550 | C |
| Cardecho B.V. loan receivable | $700,000 | C |
| Greenlight | $250,000 | C |
| SIMA Angaza Distributor Financing Fund Investment | $600,000 | C |
| Metro Afirca Express loan receivable | $1,000,000 | C |
| WhereIsmy Transport loan receivable | $722,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $55,279,606 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | $0 |
| Grantees due after one year | $505,400 |
| Performance Share Plans | $167,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $672,789 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $85,388,707 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,726,727 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,726,727 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,661,980 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,661,980 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,676,445 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,676,445 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,676,445 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe Including Iceland and Greenland | 1 | 27 | Grantmaking | Grant expense | $9,757,394 |
| Middle East and North Africa | 0 | 0 | Grantmaking | Grant expense | $1,500,000 |
| South Asia | 0 | 0 | Grantmaking | Grant expense | $2,704,400 |
| Sub-Saharan Africa | 0 | 1 | Grantmaking | Grant expense | $6,255,500 |
| Europe Including Iceland and Greenland | 1 | 27 | Program services,Investments | Program services | $8,460,552 |
| Middle East and North Africa | 0 | 0 | Program services,Investments | Program services | $354,230 |
| Sub-Saharan Africa | 0 | 1 | Program services,Investments | Program services | $8,282,051 |
| North America | 0 | 1 | Program services,Investments | Program services | $154,475 |
| Europe Including Iceland and Greenland | 1 | 27 | Program-related investments | Investments | $327,327 |
| Sub-Saharan Africa | 0 | 1 | Program-related investments | Investments | $3,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 85 | SubtotalEmployeesCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 85 | TotalEmployeeCnt |
| Subtotal Spent | $41,295,929 | SubtotalSpentAmt |
| Total Spent | $41,295,929 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (50 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Calvert-Gen Support | $2,000,000 | Bank Transfer |
| Middle East and North Africa | IBSF Grant - gen support | $1,500,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Sustainable Energy for All - Gen support | $1,000,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | WhereIsMyTransport - Gen Support | $1,000,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Dharmalife Fountion - Gen Support | $950,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Aceleron - Gen Support | $850,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Energy Company of Future - Gen Support | $750,000 | Bank Transfer |
| Sub-Saharan Africa | Amiran Kenya Ltd - Gen support | $700,000 | Bank Transfer |
| South Asia | CEEW-Gen Support | $678,000 | Bank Transfer |
| Sub-Saharan Africa | Tugende Global-Gen Support | $650,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Equatorial Power BV- Gen support | $617,000 | Bank Transfer |
| Sub-Saharan Africa | Ampersand Rwandan Ltd-Gen Support | $600,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | The Sure Chill Company Ltd-Gen Support | $506,137 | Bank Transfer |
| Sub-Saharan Africa | Safeboda-Gen Support | $500,000 | Bank Transfer |
| Sub-Saharan Africa | Bbox caital RDC-Gen support | $500,000 | Bank Transfer |
| Sub-Saharan Africa | Open capital group ltd-Gen support | $500,000 | Bank transfer |
| Europe (Including Iceland and Greenland) | Power Solar International-Gen support | $500,000 | Bank transfer |
| Europe (Including Iceland and Greenland) | Stichting Smart Freight-Gen support | $488,705 | Bank transfer |
| South Asia | Hosa Solutions Pvt Ltd-Gen support | $485,000 | Bank Transfer |
| South Asia | Inficold Inc-Gen support | $480,000 | Bank Transfer |
| South Asia | SMV Green solutions-Gen support | $450,000 | Bank Transfer |
| Sub-Saharan Africa | Easy Matatu Ltd-Gen support | $350,000 | Bank Transfer |
| Sub-Saharan Africa | Globology Ltd-Gen support | $300,000 | Bank Transfer |
| Sub-Saharan Africa | EA Fruits Farm and Co-Gen support | $300,000 | Bank Transfer |
| South Asia | Revfin Services Pvt Ltd-Gen support | $300,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Pula Advisors GmBH-Gen Support | $300,000 | Bank Transfer |
| Europe (Including Iceland and Greenland) | Catalyst Enable Digital-Gen support | $250,000 | Bank Transfer |
| Sub-Saharan Africa | Rovingheights Nigeria-Gen support | $250,000 | Bank transfer |
| Sub-Saharan Africa | Agrocenta-Gen support | $250,000 | Bank transfer |
| South Asia | Science for Society-Gen support | $200,000 | Bank transfer |
| Sub-Saharan Africa | Shortlist professional-gen support | $200,000 | Bank transfer |
| Europe (Including Iceland and Greenland) | Southpole carbon association | $200,000 | Bank transfer |
| Sub-Saharan Africa | Jali Finance-Gen support | $200,000 | Bank transfer |
| Sub-Saharan Africa | Asobo Kenya Ltd-Gen support | $200,000 | Bank transfer |
| Sub-Saharan Africa | Savant group Ltd-Gen support | $200,000 | Bank transfer |
| Europe (Including Iceland and Greenland) | Jarana SA | $200,000 | Bank transfer |
| South Asia | Villgro Innovations Foundation-Gen support | $196,400 | Bank transfer |
| South Asia | Navalt Solar and Electrical-Gen support | $185,000 | Bank transfer |
| Sub-Saharan Africa | Raino Tech4Impact Ltd -Gen support | $170,500 | Bank transfer |
| Europe (Including Iceland and Greenland) | Ferntech GmbH -Gen support | $150,000 | Bank transfer |
| Sub-Saharan Africa | Zola Electric International-Gen support | $125,000 | Bank transfer |
| Sub-Saharan Africa | Energy private developers-Gen support | $100,000 | Bank transfer |
| Sub-Saharan Africa | University of Nairobi -Gen support | $100,000 | Bank transfer |
| Sub-Saharan Africa | Swifta Systems & Services-Gen support | $60,000 | Bank transfer |
| Europe (Including Iceland and Greenland) | Oxford University -Gen support | $45,622 | Bank transfer |
| Europe (Including Iceland and Greenland) | M-KOPA UK Ltd -Grant return | -$5,103 | Bank transfer |
| Europe (Including Iceland and Greenland) | Vodafone-Grant return | -$44,968 | Bank transfer |
| South Asia | Our Food Private Limited-Gen support | -$270,000 | Bank transfer |
| Sub-Saharan Africa | Amiran Kenya Ltd-Grant return | -$300,000 | Bank transfer |
| Europe (Including Iceland and Greenland) | WhereIsMyTransport Ltd-Grant return | -$1,000,000 | Bank transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 41 | TotalOtherOrgCnt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Social Investment Managers and Advisors LLc | |||||||
| 7 Columbus Ave Suite 512 New York | New York | NY | 10023 | $0 | $1,515,061 | General support | |
| Apollo Agriculture Inc | |||||||
| 1555 8th st Oakland CA 94607 | Oakland | CA | 94607 | $0 | $1,360,000 | General support | |
| Africa Minigrid Developers Association | |||||||
| 6550 E NEVADA PL DENVER CO 802 | Denver | CO | 80224 | $0 | $1,120,000 | General support | |
| World Resources Institute | |||||||
| 10 G Street NE Washington DC 20 | Washington | DC | 20002 | $0 | $850,000 | General support | |
| CrossBoundary Energy | |||||||
| 1220 19th St NW 500 Washington | Washington | DC | 20036 | $0 | $620,000 | General support | |
| Odyssey Energy Solutions Inc | |||||||
| 1519 Pine St Unit 1 Boulder CO 8 | Boulder | CO | 80302 | $0 | $500,000 | General support | |
| Nithio Holdings Inc | |||||||
| $0 | $300,000 | General support | |||||
| PayGo Energy Inc | |||||||
| Fort Worth TX US 4455 Camp Bowie | Fort Worth | TX | 76107 | $0 | $300,000 | General support | |
| The Global Development Incubator | |||||||
| 1401 K Street NW Suite 900 | Washington | DC | 20005 | $0 | $161,762 | General support | Washington |
| Lendable Inc | |||||||
| 600 Wilmington New Castle County | New Castle | DE | 19720 | $0 | -$20,000 | Grant return | |
| Metro Africa Xpress Inc | |||||||
| 1407 Broadway New York NY 10018 | New York | NY | 10018 | $0 | -$1,000,000 | Grant return | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (true) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Malcolm Brinded | ||||||||||||||
| Former Trustee - resigned in 2020 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Sam Parker | ||||||||||||||
| Chief Executive Officer | $0 | $0 | $0 | $0 | $398,387 | $0 | $0 | $0 | $0 | $0 | $398,387 | $0 | $0 | $0 |
| Richard Gomes | ||||||||||||||
| Deputy Chief Executive Officer | $0 | $0 | $0 | $0 | $183,019 | $0 | $0 | $0 | $0 | $0 | $183,019 | $0 | $0 | $0 |
| Gareth Zahir Bill | ||||||||||||||
| Operations Director | $0 | $0 | $0 | $0 | $187,097 | $0 | $0 | $0 | $0 | $0 | $187,097 | $0 | $0 | $0 |
| Krysten Crainshaw | ||||||||||||||
| Former Business Manager | $0 | $0 | $0 | $0 | $163,453 | $0 | $0 | $0 | $0 | $0 | $163,453 | $0 | $0 | $0 |
| Ashish Kumar | ||||||||||||||
| Portfolio Innovation Manager | $0 | $0 | $0 | $0 | $160,853 | $0 | $0 | $0 | $0 | $0 | $160,853 | $0 | $0 | $0 |
| Jordan Broadbent | ||||||||||||||
| Senior Theme Lead Energy for Business | $0 | $0 | $0 | $0 | $159,952 | $0 | $0 | $0 | $0 | $0 | $159,952 | $0 | $0 | $0 |
| Nicholas Jones | ||||||||||||||
| Market Development Manager | $0 | $0 | $0 | $0 | $156,620 | $0 | $0 | $0 | $0 | $0 | $156,620 | $0 | $0 | $0 |
| Emma Miller | ||||||||||||||
| Theme Lead | $0 | $0 | $0 | $0 | $152,058 | $0 | $0 | $0 | $0 | $0 | $152,058 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 7 | he organization offers bonuses to persons employed by the organization. These bonuses are calculated with a formula. The decision to award bonuses is discretionary and individual details are not known due to confidentiality. We have therefore disclosed total compensation, including bonuses, as Other Reportable Compensation as a breakdown is not available. |
| Part I Line 4c | | Name :, Title:, Item Selected:, Amount:| Confidential to disclose, 0| |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Line 6 | The sole member of the Foundation is The Shell Petroleum Company Limited. |
| Part VI, Line 7a | The sole member of the Foundation is The Shell Petroleum Company Limited. The eight Trustees are appointed by The Shell Petroleum Company Limited. There are no material differences in voting rights amongst members of the governing body. The Board is supported for the financial results and statutory returns internal controls and risks associated with the Foundation's activities and appropriate mitigation measures in respect of these by an Audit and Risk Committee by an Investment Committee for the endowment investment returns strategic asset allocation and performance of the fund manager and by a Remuneration Committee for the team's performance against pre-determined annual targets. |
| Part VI, Line 7b | The sole member of the Foundation is The Shell Petroleum Company Limited. The eight Trustees are appointed by The Shell Petroleum Company Limited. There are no material differences in voting rights amongst members of the governing body. The Board is supported for the financial results and statutory returns internal controls and risks associated with the Foundation's activities and appropriate mitigation measures in respect of these by an Audit and Risk Committee by an Investment Committee for the endowment investment returns strategic asset allocation and performance of the fund manager and by a Remuneration Committee for the team's performance against pre-determined annual targets. |
| Part VI, Line 11a | The form and accompanying Schedules are initially prepared and reviewed by the Shell Foundation Finance team. Where necessary advice is sought and finally the form is reviewed and signed by the Shell Foundation Chief Financial Officer. |
| Part VI, Line 11b | The form and accompanying Schedules are initially prepared and reviewed by the Shell Foundation Finance team. Where necessary advice is sought and finally the form is reviewed and signed by the Shell Foundation Chief Financial Officer. |
| Part VI, Line 12c | Shell Foundation has documented Business Principles which includes a statement relating to conflicts of interest: "Staff must avoid conflicts of interest between their private financial affairs and their part in the conduct of the Shell Foundation activities. Staff must also declare to Shell Foundation any potential conflicts of interest." We monitor this through the following processes; maintain a register of gifts and hospitality given received or offered; maintain a register of related transactions maintain a register of other offices held; trustees annually declare any related parties." All decision-making procedures have conflict of interest declarations built into them both in formal documentation and at the start of every decision-making meeting. Conflicts declared are minutes for the records and individuals with such conflicts remove themselves from further involvement in that decision. Procedures apply equally to staff trustees advisors and volunteers. Shell Foundation's financial statement and conflicts of interest policy as part of its Business Principles available to the public via its website UK Companies House and UK Charities Commission. Shell Foundation's governing documents are available to the public on request. |
| Part VI, Line 15 | Shell Foundation is a registered charity and under UK charity law its Board of trustees is obligated to act independently in accordance with its charitable objectives. Although the Shell Petroleum Company Limited is the sole member of the Shell Foundation the Foundation is not consolidated within the financial results of the Royal Dutch Shell RDS Group because it is an independent charity. The trustees officers and the key staff of the Shell Foundation who are employed by the RDS Group - a related organisation- have been requested by the RDS Group to permit their compensation details to be released to the Shell Foundation and it has been shown in the Form 990 compensation from a related organisation. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shell International Limited | ||||||||||||
| 20 York Road London SE1 7NA | london | london | UK | 0 | Corporate Service company | UK | The Shell Petroleum Company Limited | C-Corporation | $0 | $0 | 0 | false |
| Shell Energy Europe Limited | ||||||||||||
| 20 York Road London SE1 7NA | London | London | UK | 0 | Trading company | UK | Shell Trading International Limited | C-Corporation | $0 | $0 | 0 | false |
| BG Group Ltd | ||||||||||||
| Shell Centre London SE1 7NA | London | London | UK | 0 | Holding company | UK | Shell Petroleum N V | C-Corporation | $0 | $0 | 0 | false |
| Royal Dutch Shell Plc | ||||||||||||
| Shell Centre London SE1 7NA | London | London | UK | 0 | Holding company | UK | Shell RDS Holding B V | C-Corporation | $0 | $0 | 0 | false |
| The Shell Transport and Trading Ltd | ||||||||||||
| Shell Centre London SE1 7NA | London | London | UK | 0 | Holding company | UK | Shell Petroleum N V | C-Corporation | $0 | $0 | 0 | false |
| Shell Asset Management Company | ||||||||||||
| Lange Kleiweg 40 2288 GK Rijswijk | Rijswijk | Rijswijk | NL | 0 | Investment management company | NL | Shell Petroleum N V | C-Corporation | $0 | $0 | 0 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Shell International Limited | ||
| P | $9,526,167 | Cash paid |
| Shell Energy Europe Limited | ||
| C | $6,000,000 | Cash received |
| BG Group Ltd | ||
| C | $5,567,557 | Cash received |
| Royal Dutch Shell Plc | ||
| C | $60,789 | Cash received |
| Shell Transportation and Trading Ltd | ||
| C | $2,662,460 | Cash received |
| Shell Asset Management Company | ||
| B | $509,618 | Cash paid via Shell International and accrued |
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