NIELSEN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NIELSEN FOUNDATION INC (EIN 47-5513015)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221329349100302
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T23:19:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 475513015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NIELSEN FOUNDATION INC | InCareOfNm |
| Business Name Control | NIEL | BusinessNameControlTxt |
| Phone | 2035633154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LISA LONGO 1010 WASHINGTON BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LONGO | PersonNm |
| Person Title | SR VICE PRESIDENT | PersonTitleTxt |
| Phone | 2035633154 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | LONGO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH MONROE | PreparerPersonNm |
| PTIN | P01441362 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $42,391,069 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $240 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $902,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $902,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,320,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,323,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,345,832 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,222,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,248,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,458 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,458 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,587 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $333,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,971,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,971,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,304,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,104,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,917,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,114,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $548,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $626,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $626,264 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,882 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35,481 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,882 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,882 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,134,190 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,121,676 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,165,314 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,318,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,000,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,380,402 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,092,764 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,166,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,215,472 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,656,011 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,752,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,967,735 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,785,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,703,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,391,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $34,785,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,703,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,785,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,703,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,785,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,703,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,785,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,917,685 | ExcessRevenueOverExpensesAmt |
| Subtotal | $36,703,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $36,703,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,345,832 | GrossSalesPriceAmt |
| Gain Or Loss | $3,345,832 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,345,832 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,345,832 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,195 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,195 | SubtotalAmt |
| Tax Based On Investment Income | $57,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,569 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $52,569 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $4,642 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035632882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LISA LONGO | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | VICE PRESIDENT-FINANCE | 2.0 | $0 | $0 | $0 |
| GEORGE CALLARD | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| WILLIAM BRADLEY | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | TREASURER, DIRECTOR | 2.0 | $0 | $0 | $0 |
| LAURA NELSON | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ANDREA BERTELS | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | PRESIDENT,EXEC DIR-GRANTMAKING | 6.0 | $0 | $0 | $0 |
| SANDRA SIMS-WILLIAMS | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR, SECRETARY | 0.5 | $0 | $0 | $0 |
| LAURIE LOVETT | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR, EXEC DIR-GOVERNANCE | 0.5 | $0 | $0 | $0 |
| JAMIE MOLDAFSKY | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 | |
| JANA PALMACCIO | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | WILTON | CT | 06897 | TREASURER | 2.0 | $0 | $0 | $0 | |
| SHANNON COYNE ROSADO | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR, GRANTMAKING | 2.0 | $0 | $0 | $0 | |
| MARIA GENOVA | |||||||||
| C/O THE NIELSEN FDN40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR, GRANTMAKING | 2.0 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | ||||||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MGMT FEES | $133,466 | |||||
| BENEVITY | ||||||||||
| PORTAL PROVIDER | $60,973 | 232-171 E LIBERTY STREET | TORONTO | ONTARIO | CA | M6K 3P6 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,386,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,525,243 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,525,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $622,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,902,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,045,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,045,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,195 | TotalTaxAmt |
| Distributable Before Adj | $1,987,923 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,987,923 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,987,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,104,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,104,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,987,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,076,421 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,104,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,076,421 | AppliedToYear1Amt |
| Applied To Current Year | $1,028,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $959,843 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Advertising Council Inc | ||||||||
| 815 Second Ave 9th Flr | New York | NY | 100174500 | NONE | PC | General operating support | $75,000 | |
| ARF Charitable Foundation | ||||||||
| 432 Park Avenue South 4th Floor | New York | NY | 10016 | NONE | PC | Support for ARF Charitable Foundation for scholarships through the ARF WIDE program | $25,000 | |
| Arizona State University Foundation | ||||||||
| PO Box 2260 | Tempe | AZ | 852802260 | NONE | PC | Support for the University Innovation Alliance Black Student Success Transformation Initiative | $50,000 | |
| Asian American Donor Program | ||||||||
| 2169 Harbor Bay Pkwy | Alameda | CA | 945023019 | NONE | PC | Support for new donor registration program | $5,000 | |
| Asian American Journalists Association | ||||||||
| 228 Valley Glen Lane | Martinez | CA | 94553 | NONE | PC | Support for JCamp program to help promote diversity in journalism | $5,000 | |
| Asian Americans Advancing Justice Los Angeles | ||||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 900171900 | NONE | PC | Support for education equity programs | $5,000 | |
| Atlanta Music Project Inc | ||||||||
| 883 Dill Ave SW | Atlanta | GA | 30310 | NONE | PC | Support for tuition-free after-school music education programs for underserved K-12 students | $5,000 | |
| Aurora-St Anthony Neighborhood Development Corp | ||||||||
| 360 University Avenue W | Saint Paul | MN | 55103 | NONE | PC | To strengthen monitoring, evaluation and learning (MEL) systems & upgrade technology | $50,000 | Suite 103 |
| Broadcasters Foundation of America | ||||||||
| 125 West 55th Street 4th Floor | New York | NY | 100195366 | NONE | PC | Provide critical financial support to destitute broadcasters, through emergency grants and monthly grants | $50,000 | |
| Christian Community Action Inc | ||||||||
| 168 Davenport Ave | New Haven | CT | 065191333 | NONE | PC | Emergency food distribution program | $5,000 | |
| Civil Rights Foundation Inc | ||||||||
| 561 7th Avenue | New York | NY | 100181814 | NONE | PC | To support the planned Museum of Civil Rights in Harlem, New York | $15,000 | 14th Floor |
| Figure Skating in Harlem Inc | ||||||||
| 361 West 125th Street 4th Floor | New York | NY | 100274843 | NONE | PC | To provide quality academic, leadership, health and wellness programs to girls from under-resourced NYC communities | $5,000 | |
| Foundation for Minority Interests In Media Inc | ||||||||
| 30 Rockefeller Plaza Campus 12 | New York | NY | 101120015 | NONE | PC | General support of the Emma Bowen Foundation work to build and support media and tech with a diverse talent pipeline | $10,000 | |
| Fpf Education and Innovation Foundation | ||||||||
| 1400 Eye St NW No 450 | Washington | DC | 200056503 | NONE | PC | Support for the Elise Berkower Fellowship | $50,000 | |
| Future 5 Inc | ||||||||
| 135 Atlantic Street | Stamford | CT | 060912424 | NONE | PC | Support for College AP program. This program encompasses all aspects of post-secondary success, from (A)access to higher education to (P)persistence to a 2 or 4 year degree | $10,000 | |
| Geena Davis Institute at Mount Saint Mary's Univ | ||||||||
| 10 Chester Place | Los Angeles | CA | 90007 | NONE | PC | SUPPORT FOR ENHANCED BRAND MESSAGING AND IMAGERY TO STRENGTHEN GDIGM'S EXTERNAL IDENTITY. IN MARCH 2022, THIS GRANT WAS ASSIGNED AND TRASFERRED BY MOUNT SAINT MARY'S UNIVERSITY TO THE GEENA DAVIS INSTITUTE ON GENDER IN MEDIA AS AN INDEPENDENT 501C3 ORGANIZATION (EIN 86-1943473) | $75,000 | |
| Greater Fairfield County Foundation Incorporated | ||||||||
| 65 High Ridge Rd | Stamford | CT | 069053800 | NONE | PC | Scholarships for historically underrepresented high school graduates | $10,000 | 147 |
| Herman J Russell Center For Innovation And Entrep | ||||||||
| 504 Fair Street SW | Atlanta | GA | 30314 | NONE | PC | General operating support | $5,000 | |
| Hillsborough Community College Foundation Inc | ||||||||
| 39 Columbia Drive No 719 | Tampa | FL | 336063584 | NONE | PC | Awarding two STEM students $2500 each to help them address their financial need in completing HCC | $5,000 | |
| Hillsborough Education Foundation Inc | ||||||||
| 2306 N Howard Ave | Tampa | FL | 336072613 | NONE | PC | Support for digital equity initiative | $7,500 | |
| Hispanic Federation Inc | ||||||||
| 55 Exchange Place | New York | NY | 100053301 | NONE | PC | Support for economic empowerment and education programs | $50,000 | |
| Hispanic Heritage Foundation | ||||||||
| 101 S Whiting St Ste 308 | Alexandria | VA | 223043416 | NONE | PC | General operating support | $5,000 | |
| Touching Land co Hispanic Heritage Foundation | ||||||||
| 1001 Pennsylvania Ave NW | Washington | DC | 20004 | NONE | PC | Support for the for Touching Land Ice Cream Truck of Rights initiative; grant made through Hispanic Heritage Foundation as fiscal sponsor | $5,000 | |
| Howard University | ||||||||
| 2244 10th Street Room 402 | Washington | DC | 200590001 | NONE | PC | School of Communications Board of Visitors Scholarship Award | $5,000 | |
| Inclusive Action For The City | ||||||||
| 2900 E Cesar E Chavez Avenue | Los Angeles | CA | 90033 | NONE | PC | For staff development and software to strengthen data tracking and evaluation systems | $50,000 | |
| International Radio Television Society Foundation | ||||||||
| 1697 Broadway Ste 404 | New York | NY | 100195911 | NONE | PC | Support Fellowships for the IRTS Summer Fellowship Program and the IRTS Multicultural Career Workshop | $50,000 | |
| LA Promise Fund | ||||||||
| 1933 S Broadway Ste 1108 | Los Angeles | CA | 900074522 | NONE | PC | Digital access for students and their families | $10,000 | |
| Latino Corporate Directors Education Foundation | ||||||||
| 1220 L St NW | Washington | DC | 200054018 | NONE | PC | Educational programming and thought leadership | $15,000 | No 701 |
| Local Initiatives Support Corporation | ||||||||
| 28 Liberty Street Floor 34 | New York | NY | 10005 | NONE | PC | Financial relief to help small Black-owned businesses weather the economic impact of COVID-19 | $325,000 | |
| National Afterschool Association | ||||||||
| 2961A Hunter Mill Road | Oakton | VA | 22124 | NONE | PC | Discover Data program - Middle school data science activities program | $300,000 | |
| National Ass'n of Broadcasters Leadership Fdn | ||||||||
| 1771 N St NW | Washington | DC | 200362800 | NONE | SO I | To support the Broadcast Leadership Training (BLT) and the Media Sales Institute (MSL) intensive sales training programs | $25,000 | |
| National Cares Mentoring Movement Inc | ||||||||
| 5 Penn Plaza 23rd Floor | New York | NY | 100011810 | NONE | PC | General operating support | $15,000 | |
| National Queer Asian Pacific Islander Alliance Inc | ||||||||
| 233 Fifth Ave Ste 4A | New York | NY | 100168733 | NONE | PC | General operating support | $5,000 | |
| Native American Community Development Institute | ||||||||
| 1414 E Franklin Avenue | Minneapolis | MN | 55404 | NONE | PC | Support to develop a Culturally Responsive Indigenous Evaluation model for NACDI programs | $50,000 | |
| Organization Of Chinese Americans Inc | ||||||||
| 1322 18th St NW | Washington | DC | 200361803 | NONE | PC | COVID-19 Vaccination and Essential Travel Lyft Program | $7,500 | |
| Pinellas County Education Foundation Inc | ||||||||
| 12090 Starkey Rd | Largo | FL | 337732727 | NONE | PC | Support for educational achievement programs | $7,500 | |
| Policing Equity | ||||||||
| 1925 Century Park East | Los Angeles | CA | 90067 | NONE | PC | General operating support | $5,000 | Suite 1700 |
| Respectability | ||||||||
| 11333 Woodglen Drive | Rockville | MD | 20852 | NONE | PC | Support for three focus group discussions and reporting to inform the organization's future disability advocacy efforts | $50,000 | 102 |
| St Petersburg College Foundation Inc | ||||||||
| PO Box 13489 | St Petersburg | FL | 337333489 | NONE | PC | Five $1,000 Nielsen Foundation scholarships | $5,000 | |
| Tampa Bay Wave Inc | ||||||||
| 500 E Kennedy Blvd 300 | Tampa | FL | 336024934 | NONE | PC | TechDiversity Accelerator Cohort Powered by Nielsen Foundation | $222,500 | |
| Teach for America Inc | ||||||||
| 25 Broadway | New York | NY | 10004 | NONE | PC | Support for the implementation of TFA's new admissions model | $125,000 | |
| The Blackbaud Giving Fund | ||||||||
| 2000 Daniel Island Dr No 100 | Charleston | SC | 29492 | NONE | PC | Cause Cards Program (administered by YourCause and processed through the Blackbaud Giving Fund). Nielsen employees who log 12 or more volunteer hours in a quarter can unlock a "Cause Card" to direct a $200 donation from the Nielsen Foundation to an eligible non-profit, as a way to further recognize and increase the impact of their volunteer hours. In 2021, the Nielsen Foundation also began offering $25 Cause Cards to new Nielsen employees on a quarterly basis | $33,956 | |
| The Urban League Of Greater Atlanta Inc | ||||||||
| 229 Peachtree St NE | Atlanta | GA | 303031600 | NONE | PC | General operating support | $5,000 | Ste 300 |
| United Community Center Of Westchester | ||||||||
| PO Box 1599 | New Rochelle | NY | 108021599 | NONE | PC | Hablo en MAM program to support non-Spanish speaking clients | $5,000 | |
| University of Central Florida Foundation Inc | ||||||||
| 12424 Research Pkwy Ste 140 | Orlando | FL | 328263257 | NONE | PC | Support for the UCF NSCM Hispanic Media Initiative | $7,500 | |
| University of South Florida Foundation Inc | ||||||||
| 4202 East Fowler Avenue Alc 100 | Tampa | FL | 336209951 | NONE | PC | University of South Florida/Nielsen Foundation Scholarship Program | $15,000 | |
| University of Tampa | ||||||||
| 401 W Kennedy Blvd Box H | Tampa | FL | 336061490 | NONE | PC | Support for scholarships to University of Tampa students based on financial need | $5,000 | |
| Upwardly Global | ||||||||
| 505 8th Ave Rm 1100 | New York | NY | 100186511 | NONE | PC | Support for Upwardly Global's efforts to boost resiliency and employability of immigrant - including refugee and asylee - professionals | $25,000 | |
| Year Up Inc | ||||||||
| 45 Milk Street | Boston | MA | 02109 | NONE | PC | Support for current and future Scalable solutions pilot projects | $50,000 | |
| Young Black & Giving Back Institute | ||||||||
| PO Box 6615 | Upper Marlboro | MA | 20792 | NONE | PC | Support for the Inaugural Benchmark Fundraising Report on Black-led & Black-benefiting nonprofits | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,971,456 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $902,152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,320,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,222,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,222,652 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (9 entries)
| Short ExplanationShortExplanationTxt |
|---|
| WILLIAM BRADLEY |
| RESIGNED AS DIRECTOR AND TREASURER EFFECTIVE MARCH 4, 2021 |
| LAURA NELSON |
| RESIGNED AS DIRECTOR EFFECTIVE MARCH 3, 2021 |
| ANDREA BERTELS |
| CURRENT EXECUTIVE DIRECTOR, GRANTMAKING; ADDED AS PRESIDENT ON DECEMBER 14, 2020. |
| SANDRA SIMS-WILLIAMS |
| CURRENT DIRECTOR, ADDED OFFICER POSITION OF SECRETARY ON DECEMBER 14, 2020. |
| LAURIE LOVETT |
| CURRENT DIRECTOR; ADDED OFFICER POSITION OF EXECUTIVE DIRECTOR, GOVERNANCE ON DECEMBER 14, 2020. |
| JAMIE MOLDAFSKY |
| ADDED AS DIRECTOR ON MAY 7, 2021. |
| JANA PALMACCIO |
| ADDED AS TREASURER ON NOVEMBER 10, 2020 |
| SHANNON COYNE ROSADO |
| ADDED AS DIRECTOR, GRANTMAKING ON MAY 7, 2021 |
| MARIA GENOVA |
| RESIGNED AS DIRECTOR, GRANTMAKING ON FEBRUARY 11, 2021 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (85 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERN TOWER CORP 4% | $11,267 | $10,918 |
| ANTHEM INC 4.65% | $10,907 | $12,529 |
| AT&T INC 3.6% | $20,271 | $21,354 |
| AT&T INC 6.375% | $17,810 | $21,284 |
| BANK AMER CORP 4% | $20,672 | $21,366 |
| BANK AMER CORP 5.875% | $19,284 | $21,354 |
| BARNABAS HLTH SYS 4% | $9,917 | $11,012 |
| BOARDWALK 5.95% | $16,987 | $17,192 |
| BOEING CO FIXED 5.15% | $5,931 | $5,831 |
| BP CAP MKTS AMER 3.194% | $5,041 | $5,272 |
| CAP 1 FINL CORP 4.2% | $20,684 | $21,754 |
| CAP 1 FINL CORP 4.75% | $0 | $0 |
| CENTENE CORP DEL SR NT 4.25% | $10,650 | $10,425 |
| CHARTER 4.908% | $21,402 | $22,010 |
| CHENIERE CORPUS 5.875% | $16,181 | $16,630 |
| CITIGROUP INC 3.5% | $20,413 | $20,677 |
| CITIGROUP INC 6.675% | $20,619 | $22,614 |
| COMCAST CORP NEW 6.45% | $0 | $0 |
| CONOCOPHILLIPS CO 4.95% | $0 | $0 |
| CONSTELLATION ENERGY GROUP 7.6 | $14,610 | $14,097 |
| DISNEY WALT CO SR NT 6.15% | $14,793 | $14,759 |
| D R HORTON INC SR NT 4.375% | $0 | $0 |
| DOMINION RES INC 5.25% | $12,966 | $12,256 |
| DOW CHEM CO 3.5% | $0 | $0 |
| DOWDUPONT INC 5,419% | $7,078 | $7,003 |
| DUKE RLTY LTD PART 4% | $4,946 | $5,586 |
| EMORY UNIV FIXED 1.566% | $5,195 | $4,977 |
| ENERGY TRANSFER 5.25% | $10,221 | $11,463 |
| ENERGY TRANFER 7.5% | $5,911 | $6,906 |
| FORD MTR CO DEL 9% | $12,250 | $12,226 |
| GENERAL ELEC CAP CORP 3.15% | $32,402 | $35,597 |
| GENERAL MLS INC 5.4% | $0 | $0 |
| GEN MOTORS FINL 3.45% | $0 | $0 |
| GENERAL MTRS CO FIXED 6.8% | $6,444 | $6,141 |
| GEORGIA PWR CO 4.3% | $5,296 | $5,707 |
| GOLDMAN SACHS 6.75% | $26,421 | $28,415 |
| HALLIBURTON CO 3.8% | $10,363 | $10,755 |
| HLTH CARE REIT INC 4.5% | $32,401 | $31,747 |
| HSBC FIN CORP 6.676% | $0 | $0 |
| INGERSOLL-RAND 3.5% | $4,995 | $5,305 |
| INTL LEASE FIN 5.875% | $5,332 | $5,154 |
| JPMORGAN CHASE & CO 5.625% | $18,519 | $21,028 |
| JPMORGAN CHASE & CO 4.125% | $20,943 | $22,072 |
| KAISER FNDTN HOSPS 3.15% | $0 | $0 |
| KIMCO RLTY CORP 3.8% | $15,557 | $16,239 |
| KRAFT FOODS GROUP 6.875% | $14,361 | $14,693 |
| KRAFT HEINZ FOODS 4.625% | $5,643 | $5,733 |
| KROGER CO 4.5% | $0 | $0 |
| LENNAR CORP 4.5% | $5,411 | $5,311 |
| LOWES COS INC 1.3% | $4,996 | $4,796 |
| MACYS RETAIL HLDGS 3.875 | $0 | $0 |
| MARATHON OIL CORP 5.2% | $15,069 | $18,003 |
| MARRIOTT INTL INC NEW 5.75% | $5,621 | $5,630 |
| MATTEL INC 3.75% | $10,259 | $10,362 |
| MCDONALDS CORP 6.3% | $7,588 | $7,041 |
| MORGAN STANLEY 4.875% | $21,763 | $20,675 |
| MORGAN STANLEY 5% | $21,887 | $22,387 |
| MPLX LP 4.5% | $0 | $0 |
| N SHORE LING IS 6.15% | $27,100 | $29,374 |
| NETFLIX INC 5.875% | $11,737 | $11,238 |
| ORACLE CORP FIXED 2.8% | $5,099 | $5,158 |
| OWENS CONRNING NEW 4.4% | $4,930 | $5,875 |
| PACKAGING CORP 3.4% | $4,984 | $5,389 |
| PRESIDENT 5.625% | $14,796 | $14,389 |
| PROLOGIS L P CORP 3.25% | $26,730 | $26,658 |
| PRUDENTIAL FINL INC MED TRM NT | $27,018 | $29,037 |
| PVTPL MACYS RETAIL HLDGS LLC 5 | $10,674 | $10,662 |
| REPUBLIC SVCS INC 0.875% | $0 | $0 |
| SEMPRA ENERGY 3.4% | $0 | $0 |
| SIMON PPTY GROUP L 3.375% | $16,230 | $16,140 |
| SOUTHWEST AIRLS CO 4.75% | $4,979 | $5,237 |
| T-MOBILE USA INC 3.875% | $10,910 | $10,951 |
| TIME WARNER INC FIXED 6.55% | $6,864 | $6,555 |
| TN GAS PIPELN CO 7.625% | $14,143 | $14,237 |
| TOLEDO HOSP 5.75% | $37,727 | $40,872 |
| TOLL BROS FIN CORP 4.875% | $5,664 | $5,594 |
| TUFTS MED CTR 7% | $6,662 | $6,814 |
| VALERO ENERGY CORP 6.625% | $25,232 | $26,999 |
| VENTAS RLTY LTD 4.4% | $10,215 | $11,358 |
| VERIZON COMMUNICATIONS | $14,883 | $15,678 |
| WASTE MGMT INC DEL 1.15% | $5,003 | $4,776 |
| XCEL ENERGY INC FIXED 3.4% | $4,984 | $5,369 |
| MFC ISHARES IBOXX $ HIGH YIELD | $0 | $0 |
| MFC ISHARES TR BROAD USD HIGH | $4,815,982 | $4,821,578 |
| MFC ISHARES TRUST CORE US | $1,426,408 | $1,431,248 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHN EMERGING MKTS EQTY | $1,578,556 | $1,654,180 |
| MFB NORTHN EQTY INDEX FND INL | $1,021,997 | $1,346,660 |
| MFO VANGUARD DEVELOPED MARKETS | $9,371,904 | $9,270,495 |
| MFB NORTHN MID CAP INDEX FUND | $0 | $0 |
| MFB NORTHN SMALL CAP INDEX FD | $515,715 | $582,543 |
| MFB NORTHN STK INDEX FD | $7,849,065 | $12,013,999 |
| MFC FLEXSHS TR STOXX GBL BROAD | $986,842 | $1,180,001 |
| BLACKBERRY LTD COM | $68,800 | $59,840 |
| ADOBE SYS INC COM | $180,384 | $223,989 |
| APOLLO STOCK MERGER | $71,321 | $68,084 |
| AEROVIRONMENT INC COM | $124,858 | $95,526 |
| AMERICAN TOWER CORP | $188,029 | $241,313 |
| ANTERIX INC | $92,348 | $140,260 |
| ASPEN TECHNOLOGY INC COM | $0 | $0 |
| BLACKROCK INC COM STK | $141,540 | $206,001 |
| BLACKSTONE GROUP INC | $154,866 | $278,189 |
| BOEING CO COM | $182,748 | $158,036 |
| FAIR ISAAC CORPORATION COM | $256,817 | $288,391 |
| IAC/INTERACTIVECORP NEW COM | $139,370 | $118,946 |
| LAM RESH CORP COM | $102,236 | $132,324 |
| LOCKHEED MARTIN CORP COM | $0 | $0 |
| MOELIS & CO CL A | $113,915 | $156,275 |
| PROLOGIS INC COM | $80,721 | $90,914 |
| RAMBUS INC DEL COM | $38,153 | $72,593 |
| TELESAT CORP | $86,364 | $63,074 |
| TRANSDIGM GROUP INC COM | $186,074 | $257,057 |
| MFO ARIEL INVT TR GLOBAL FD IN | $1,468,119 | $1,681,712 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,121,676 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,165,314 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (45 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHN FDS GLOBAL REAL EST | AT COST | $1,364,632 | $1,580,676 |
| BANK SER 2017-BKN8 3.731% | AT COST | $31,978 | $32,362 |
| BANK SR 2018-BNK10 3.898% | AT COST | $15,207 | $16,310 |
| BANK 2020-BNK28 2.14% | AT COST | $0 | $0 |
| CMO BANK SER 2019-BN17 CL A3 3 | AT COST | $27,433 | $26,829 |
| CMO BANK 2017-BNK7 COML MTG 3. | AT COST | $10,864 | $10,785 |
| CMO CITIGROUP COML MTG TR | AT COST | $10,060 | $10,475 |
| CMO CITIGRP COML MTG TR | AT COST | $24,740 | $24,856 |
| CMO MORGAN STANLEY BK OF AMER | AT COST | $0 | $0 |
| CMO WELLS FARGO COML MTG TR | AT COST | $21,806 | $21,402 |
| CMO WFRBS COML MTG TR 2013-C14 | AT COST | $0 | $0 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $0 | $0 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $31,959 | $32,148 |
| MERIT 2020-HILL COML MTG | AT COST | $0 | $0 |
| PVTPL CMO JP MORGAN MTG SRS | AT COST | $7,389 | $7,251 |
| AMERICREDIT 0.76% | AT COST | $4,999 | $4,992 |
| AMERICREDIT 3.5% | AT COST | $0 | $0 |
| AMERICREDIT .89% | AT COST | $10,000 | $9,887 |
| AMERICREDIT 1.17% | AT COST | $29,992 | $29,736 |
| CARMAX AUTO OWNER 1.9% | AT COST | $0 | $0 |
| DR AUTO 1.02% | AT COST | $19,997 | $19,998 |
| FORD CR AUTO LEASE .47% | AT COST | $19,997 | $19,841 |
| FORD CR AUTO LEASE FIXED 0.62% | AT COST | $0 | $0 |
| FORD CR AUTO OWNER 0.79% | AT COST | $0 | $0 |
| FORD CR FLOORPLAN MASTER | AT COST | $24,999 | $24,880 |
| FORD CR FLOORPLAN 3.17% | AT COST | $0 | $0 |
| GM FINL AUTOMOBILE .76% | AT COST | $9,998 | $9,863 |
| GM FINL AUTOMOBILE LEASING .69 | AT COST | $9,999 | $9,917 |
| HYUNDAI AUTO REC TR 0.62% | AT COST | $0 | $0 |
| JOHN DEERE OWNER TR 2020-B | AT COST | $0 | $0 |
| PVTPL CARVANA AUTO REC TR | AT COST | $0 | $0 |
| PVTPL GMF FLOORPLAN OWNER REVO | AT COST | $25,262 | $24,975 |
| SANTANDER DR AUTO 0.96% | AT COST | $0 | $0 |
| SANTANDER DR AUTO .75% | AT COST | $9,998 | $9,990 |
| TESLA AUTO LEASE 1.18% | AT COST | $0 | $0 |
| TESLA AUTO LEASE 1.68% | AT COST | $0 | $0 |
| WESTLAKE 3.5% | AT COST | $0 | $0 |
| WORLD OMNI | AT COST | $0 | $0 |
| FREDDIE MAC STACR REMIC SERIES | AT COST | $10,000 | $9,997 |
| JPMORGAN MTG TR FLTG RT 3% | AT COST | $2,417 | $2,418 |
| JPMORGAN MTG TR 2019-9 | AT COST | $0 | $0 |
| JPMORGAN MTG TR 2021-1 | AT COST | $19,125 | $18,382 |
| JPMORGAN MTG TR 3% | AT COST | $9,976 | $9,765 |
| PVTPL CMO JPMORGAN MTG TR 2050 | AT COST | $0 | $0 |
| PVTPL CMO JPMORGAN MTG TR 2018 | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SUPPORT ON GOVERNANCE | CategoryTxt |
| Legal Fees | $3,458 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,458 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE GIVING PORTAL | $60,973 | $0 | $0 | $60,973 |
| BANK FEES | $2,474 | $0 | $0 | $2,474 |
| CAUSECARD PROCESSING | $9,090 | $0 | $0 | $9,090 |
| CT CORPORATION FILING FEES | $50 | $0 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| PARTNERSHIP K-1 - OTHER INCOME |
| FEDERAL EXCISE TAXES REFUND |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $133,466 | $133,466 | $0 | $0 |
| GRANTEE REVIEW FEES | $42,000 | $0 | $0 | $42,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES PAID | CategoryTxt |
| Amt | $67,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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