SPEEDWELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SPEEDWELL FOUNDATION (EIN 22-3764378)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-15
- IRS object ID
- 202240469349100029
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T13:49:57-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221536289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noke and Heard LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Morris Avenue | AddressLine1Txt |
| City | Summit | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223764378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Speedwell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEE | BusinessNameControlTxt |
| Phone | 9082738052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Montgomery Ferry Drive NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael G Messner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mr Michael G | PersonFirstNm |
| Person Last | Messner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOUGHERTY | PreparerPersonNm |
| PTIN | P00031300 | PTIN |
| Phone | 9082774145 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $150,009,239 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,501,371 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,681,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,681,608 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,681,612 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$176,140,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,309,511,364 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $416 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$169,957,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,681,608 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,681,612 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $32,503 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $26,153 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $116,027 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $48,457 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $48,457 | InterestNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $15,011 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,011 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,735 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $304,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $166,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,181,014 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,181,014 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,485,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,347,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$176,443,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,578,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,681,612 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,023,564 | CashBOYAmt |
| Cash EOY | $790,716 | CashEOYAmt |
| Cash EOYFMV | $790,716 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,187,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,013,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,013,851 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $146,899 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $146,899 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,054,426 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,206,143 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,206,143 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,364,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,103,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,103,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,163,485 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,748,138 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $87,748,138 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $147,792,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,009,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,009,239 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,614 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,348 | AccountsPayableEOYAmt |
| Grants Payable BOY | $250,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $250,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $801,328 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $257,614 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,052,676 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $147,535,355 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,535,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,956,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,792,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,009,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,535,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$176,443,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $177,933,184 | OtherIncreasesAmt |
| Subtotal | $149,025,246 | SubtotalAmt |
| Other Decreases | $78,683 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,946,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP Morgan Acct 8006 Short term | P | 2020-11-11 | 2020-11-11 | $119,191,291 | $123,102,686 | -$3,911,395 | -$3,911,395 |
| JP Morgan 8006 Long term | P | 2000-11-11 | 2020-11-11 | $62,303,126 | $62,250,988 | $52,138 | $52,138 |
| JP Morgan 007 Short Term | P | 2000-11-11 | 2020-11-11 | $11,357,370 | $12,059,536 | -$702,166 | -$702,166 |
| JP Morgan Long Term | P | 2000-11-11 | 2020-11-22 | $155,119 | $156,676 | -$1,557 | -$1,557 |
| JP Morgan 37143 Short Term | P | 2020-11-11 | 2020-11-11 | $10,442,573 | $10,825,714 | -$383,141 | -$383,141 |
| JP Morgan 37143 Long Term | P | 2000-11-11 | 2020-11-11 | $491,636 | $489,041 | $2,595 | $2,595 |
| Fidelity 1620 Short Term | P | 2000-11-11 | 2020-11-11 | $312,021 | $299,400 | $12,621 | $12,621 |
| Fidelity 8644 Short Term | P | 2000-11-11 | 2020-11-11 | $999,999,999 | $999,999,999 | ||
| excess 1 mill | P | 2000-11-11 | 2020-11-11 | $102,888,679 | $274,020,815 | -$171,132,136 | -$171,132,136 |
| 2200 Ishares Russell 2000 EFT | P | 2000-11-11 | 2020-11-11 | $364,876 | $364,876 | $364,876 | |
| JPM 007 | P | 2000-11-11 | 2020-11-11 | $375 | $375 | $375 | |
| Fidelity 8644 Long Term | P | 2000-11-11 | 2020-11-11 | $1,993,686 | $2,437,332 | -$443,646 | -$443,646 |
| JP Morgan 007 Short Term | P | 2000-11-11 | 2020-11-11 | $10,613 | $10,002 | $611 | $611 |
| Wash Sale | $171,576,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,564,672 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,112,781 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,643 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,643 | SubtotalAmt |
| Tax Based On Investment Income | $63,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $211,047 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $211,047 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $505 | EsPenaltyAmt |
| Overpayment | $146,899 | OverpaymentAmt |
| Applied To ES Tax | $146,899 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | 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 | Marie Forte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128386055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 Third Avenue 15th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | false | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mr Michael G Messner | ||||||
| 75 Montgomery Ferry Drive NE | Atlanta | GA | 30309 | Trustee | 5.00 | $0 |
| Mrs Jenny K Messner | ||||||
| 75 Montgomery Ferry Drive NE | Atlanta | GA | 30309 | Trustee | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $111,458,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,536,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $146,995,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $146,995,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,204,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,790,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,239,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,239,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,643 | TotalTaxAmt |
| Distributable Before Adj | $7,175,861 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,175,861 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,175,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,347,040 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,347,040 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,347,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,175,861 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $6,347,040 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,347,040 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $828,821 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS USA | |||||||
| 1 Whitehall St | New York | NY | 10004 | None | PC | Speedwell Scholarship Fund | $95,050 |
| Georgia Tech Foundation | |||||||
| 177 North Ave NW | Atlanta | GA | 30345 | None | PC | Scholarshp $60,000Challenge Grant $3,000,000 | $250,000 |
| Charleston Symphony Orchestra | |||||||
| 572 Savanah Hwy | Charleston | SC | 29407 | None | PC | Director of Education $60,000General Operations $100,000 | $75,000 |
| Charleston Area Therapeutic Riding | |||||||
| PO Box 146 | Johns Island | SC | 29457 | None | PC | General Operations | $115,000 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PC | Tuition Grant | $40,000 |
| Charleston Park Conservancy | |||||||
| PO Box 21000 | Charleston | SC | 29413 | None | PC | Conservation - Hampton Park $500,000Other conservancu programs $110,000 | $15,000 |
| SCOPE | |||||||
| 253 West 35th Street 4th Floor | New York | NY | 10018 | None | PC | General Operating Support | $2,000 |
| City Park Alliance | |||||||
| 2121 Ward Court NW Fifth Floor | Washington | DC | 20037 | None | PC | Infrustructure video project | $52,000 |
| Explore Austin | |||||||
| 2121 E Cesar Chavez St | Austin | TX | 78702 | None | PC | Conservation | $20,000 |
| YWCA Greater Charleston | |||||||
| 106 Coming Street | Charleston | SC | 29403 | None | PC | General Operating Support | $10,000 |
| Penn State University | |||||||
| 102 Shields Building | University Park | PA | 16802 | None | PC | Robert E Behmer Scholarship | $5,000 |
| Prospect Park Alliance | |||||||
| 95 Propect Park West | Brooklyn | NY | 11215 | None | PC | General Operating Support | $90,000 |
| Ripple Effect | |||||||
| PO Box 441 | Portland | ME | 04112 | None | PC | General Operating Support | $15,000 |
| GENaustin | |||||||
| 300 S ih 35 Ste 400 | Austin | TX | 78704 | PC | General | $9,000 | |
| Immigrant Legal Advocacy Project | |||||||
| PO Box 17917 | Porttland | ME | 04112 | PC | General | $20,000 | |
| Michael J Fox Foundation | |||||||
| PO Box 4777 | New York | NY | 10163 | PC | General | $2,000 | |
| 50CAN | |||||||
| 1625 K Street NY Ste 400 | Washington | DC | 20006 | PC | General | $20,000 | |
| National Charitable Endowment | |||||||
| 25 Old Kings Highway | Darien | CT | 06820 | None | PC | Donor Advised Fund | $5,004,543 |
| St Vincent Academy | |||||||
| 228 W Market ST | Newark | NJ | 07103 | None | PC | Education | $30,000 |
| Bridgeport Group Foundation | |||||||
| 3783 Meeting ST | North Charleston | SC | 29405 | None | PC | General Operations | $3,000 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | None | PC | Scholarship - Eric Matt | $5,000 |
| Net Texts Foundation | |||||||
| 2 Gibbs Street | Charleston | SC | 29401 | Related Organization | POF | General Operations | $36,921 |
| Paramount Theatre Alliance | |||||||
| 713 Congress Ave | Austin | TX | 78701 | None | PC | General Operations | $5,000 |
| Gibbes Museum of Art | |||||||
| 135 Meeting ST | Charleston | SC | 29401 | None | PC | General Operations | $5,000 |
| National Assoc of Olmsted Parks | |||||||
| 1200 18TH ST NW | Washington | DC | 20036 | None | PC | General Operations | $50,000 |
| Connecticut CASA | |||||||
| 157 Chruch ST | New Haven | CT | 06510 | None | PC | General Operations | $15,000 |
| Champion Education Foundation | |||||||
| 775 Camp Rd | Marble Falls | TX | 78654 | None | PC | General Operations | $15,000 |
| Austin Sunshine Camps | |||||||
| PO Box 161270 | Austin | TX | 78716 | None | PC | General Operations | $2,500 |
| Cathedral of St Joh the Bapitst | |||||||
| 120 Broas ST | Charleston | SC | 29401 | None | PC | Capital Campaign | $110,000 |
| Covenant House Georgia | |||||||
| 1559 Johnson RD NW | Atlanta | GA | 30318 | None | PC | General Operations | $5,000 |
| Lehigh University | |||||||
| 27 Memorial Drive | W Bethelem | PA | 18015 | None | PC | Scholarship | $5,000 |
| Piedmont Park Conservancy | |||||||
| 1320 Monroe Drive | Atlanta | GA | 30306 | None | PC | General Operations | $50,000 |
| Atlanta Bicycle COalition | |||||||
| 889 Wylie ST SE | Atlanta | GA | 30316 | None | PC | General Operations | $1,500 |
| Atlant BeltLine Partners | |||||||
| 112 Krog ST | Atlanta | GA | 30307 | None | PC | General Operations | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,181,014 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,681,612 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$176,140,825 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Olmstead Documentary | Desc |
| Related Or Exempt Function Incm | $416 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$171,458,797 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$171,458,797 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Admin | $13,000 | $0 | $0 | $0 |
| Net texts | $3,100 | $0 | $0 | $3,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Legal | $1,290 | $0 | $0 | $1,290 |
| Legal | $19,533 | $0 | $0 | $19,533 |
| Legal | $2,150 | $0 | $0 | $2,150 |
| Legal | $3,180 | $0 | $0 | $3,180 |
| Legal admin | $6,350 | $0 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Excise tax | Desc |
| Amt | $78,683 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $6,429 | $4,406 | |
| Foreign Tax | $10,207 | ||
| Meeting expense | $746 | ||
| Miscellaneous | $6,361 | $2,809 | |
| Other charitable expenses | $2,926 | $2,926 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Olmstead Documentary | Desc |
| Revenue And Expenses Per Books | $416 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Escrow Deposits | Desc |
| EOY Book Value | $801,328 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consuktants designers | $60,000 | $0 | $0 | $60,000 |
| Investment fee Penn Capital | $40,424 | $40,424 | $0 | $0 |
| Investment fee Penn Capital | $9,662 | $9,662 | $0 | $0 |
| Web consultant and COVID website | $56,027 | $0 | $0 | $56,027 |
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