BETA

IN A PERFECT WORLD FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
IN A PERFECT WORLD FOUNDATION (EIN 20-4083846)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202241369349103879
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-05-16T13:13:46-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461335331PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALTRUIC ADVISORS CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14088 WASHTENAW AVEAddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204083846EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IN A PERFECT WORLD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINAPBusinessNameControlTxt
Phone8669231555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18491 W SUNSET BLVD BOX 515AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMANUELA TESTOLINIPersonNm
Person TitleFOUNDER/CEOPersonTitleTxt
Phone8669231555PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMANUELAPersonFirstNm
Person LastTESTOLINIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIK D LADEWIG CPAPreparerPersonNm
PTINP02364512PTIN
Phone8882985297PhoneNum
Preparation2022-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF60 Month Term Sect507b1 BYes (X)PF60MonthTermSect507b1BInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,110,947FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$211,062ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,945DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,945DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$189,913NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$902,733GrossSalesPriceAmt
Total Rev And Expnss$436,924TotalRevAndExpnssAmt
Total Net Invst Incm$35,949TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$156,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$102,200CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$45,984LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$45,984LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,135AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$9,070AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,449OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,115OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$26,812OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,780TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$7,823TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,150OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,299TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$287PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$115,749OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$90,952OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$415,833TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,115TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$282,841TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,686ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,686ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$433,519TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,115TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,527TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,405ExcessRevenueOverExpensesAmt
Net Investment Income$16,834NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$159,006CashBOYAmt
Cash EOY$144,357CashEOYAmt
Cash EOYFMV$144,357CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,246SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,104SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,104SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$9,100AcctRcvblAmt
Acct Rcvbl EOY$9,100AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$9,100AcctRcvblEOYFMVAmt
Pledges Rcvbl$33,000PledgesRcvblAmt
Pledges Rcvbl BOY$34,800PledgesRcvblBOYAmt
Pledges Rcvbl EOY$33,000PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$33,000PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$4,858PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,477PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,477PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,799,612CorporateStockBOYAmt
Corporate Stock EOY$2,868,446CorporateStockEOYAmt
Corporate Stock EOYFMV$2,868,446CorporateStockEOYFMVAmt
Corporate Bonds BOY$31,598CorporateBondsBOYAmt
Other Assets BOY$17,463OtherAssetsBOYAmt
Other Assets EOY$17,463OtherAssetsEOYAmt
Other Assets EOYFMV$17,463OtherAssetsEOYFMVAmt
Total Assets BOY$3,050,583TotalAssetsBOYAmt
Total Assets EOY$3,110,947TotalAssetsEOYAmt
Total Assets EOYFMV$3,110,947TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,204AccountsPayableBOYAmt
Accounts Payable EOY$1,499AccountsPayableEOYAmt
Other Liabilities BOY$36,669OtherLiabilitiesBOYAmt
Other Liabilities EOY$45,845OtherLiabilitiesEOYAmt
Total Liabilities BOY$52,873TotalLiabilitiesBOYAmt
Total Liabilities EOY$47,344TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,962,710NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,028,603NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$35,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$35,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,997,710TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,063,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,050,583TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,110,947TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,997,710TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,405ExcessRevenueOverExpensesAmt
Other Increases$62,488OtherIncreasesAmt
Subtotal$3,063,603SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,063,603TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$234InvestmentIncomeExciseTaxAmt
Subtotal$234SubtotalAmt
Tax Based On Investment Income$234TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$234ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$234TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressIAPW.ORGWebsiteAddressTxt
Individual With BooksSTEPHANIE GRIFFINIndividualWithBooksNm
Phone8669231555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18491 S SUNSET BLVD BOX 515AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MANUELA TESTOLINI
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069FOUNDER/CEO40.00$86,000$0$0
STEPHANIE GRIFFIN
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069SECRETARY40.00$70,000$0$0
NORMAN BAILEY
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069CHAIR2.00$0$0$0
CHRISTINE ONESKY
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069TREASURER2.00$0$0$0
LINDA LIVINGSTON
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069BOARD MEMBER2.00$0$0$0
ANDY TAILOR
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069BOARD MEMBER5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1YOUTH AMBASSADORS IN A PERFECT WORLDS YOUTH AMBASSADORS (YAMS) ARE YOUNG PEOPLE AGES 1318 PASSIONATE ABOUT SOCIAL CHANGE. THEY LEARN ABOUT GLOBAL ISSUES AS THEY MOVE THROUGH THE CURRICULUM IN A BROAD RANGE OF AREAS THAT INCLUDES HEALTH, HUNGER, HOMELESSNESS, CLIMATE CHANGE, EQUALITY, EDUCATION AND POVERTY. IN A PERFECT WORLD PROVIDES SERVICE-ORIENTED EDUCATION WITH A CAPSTONE THAT INVOLVES ACTIVE PARTICIPATION IN AN INTERNATIONAL RURAL EDUCATION AND COMMUNITY HARMONY PROJECT. THE YOUTH AMBASSADOR PROGRAM IS OUR SIGNATURE PROGRAM, DESIGNED TO INSPIRE AND EMPOWER TEENS TO BECOME COMPASSIONATE, SOCIALLY CONSCIOUS AND RESPONSIBLE LEADERS. THIS PROGRAM PROVIDES AN IN-DEPTH EXPERIENCE AND THE FOCUS IS ON QUALITY OVER QUANTITY. THE YOUTH AMBASSADORS HAVE EXPONENTIAL IMPACT; THE KIDS DONT JUST PARTICIPATE IN SERVICE-BASED EDUCATION, BUT THEY DEVELOP YOUTH-LED SERVICE PROJECTS AND FUNDRAISERS IMPACTING MANY WITHIN THEIR COMMUNITIES. IT IS ESTIMATED THAT WE HAVE POSITIVELY IMPACTED MORE THAN 58,Description1Txt
Expenses1$111,715Expenses1Amt
Description2LOVE 4 ONE ANOTHER IN A PERFECT WORLDS STRATEGIC INITIATIVE, LOVE 4 ONE ANOTHER, CULTIVATES CREATIVITY AS A MEANS TO EMPOWER CHILDREN BY PROVIDING ACCESS TO MUSIC, MEDIA, AND TECHNOLOGY FOR LOW-INCOME SCHOOLS. WE SEEK SPECIFIC FUNDING OPPORTUNITIES TO SUPPLEMENT PUBLIC SCHOOL MUSIC AND ARTS PROGRAMS THAT ARE ACTIVELY BEING CUT ACROSS THE U.S. OUR IMPACT EXTENDS ACROSS THE UNITED STATES WITH RECENT PROJECTS IN L.A. AND MINNEAPOLIS. IN A PERFECT WORLD HAS SUPPORTED OVER 500 HIGH-POVERTY CLASSROOMS ACROSS THE NATION.Description2Txt
Expenses2$73,043Expenses2Amt
Description3RURAL EDUCATION AND COMMUNITY HARMONY (REACH) IN A PERFECT WORLDS REACH PROGRAM, BUILDS SCHOOLS IN SOME OF THE POOREST COUNTRIES IN THE WORLD. THE REACH PROGRAM TAKES A HOLISTIC VIEW TO COMMUNITY DEVELOPMENT BY BRINGING RESOURCES LIKE CLEAN WATER, SUSTAINABLE FARMING, PLAYGROUNDS, SCHOOL MEAL PROGRAMS, SOLAR POWER, HYGIENE EDUCATION AND MORE, TO OVERSEAS COMMUNITIES IN WHICH WE HAVE ENGAGED TO BUILD SCHOOLS. SO FAR, WEVE BUILT MORE THAN 31 SCHOOLS IN MALI, MALAWI, SENEGAL, BURKINA FASO, HAITI, NICARAGUA, GUATEMALA, AND NEPAL. IN 2020, WE SUPPORTED HYGIENE EDUCATION, MASK PRODUCTION, CLEAN WATER PROJECTS IN MALAWI AS WELL AS ENGAGED WITH SCHOOLS IN GUATEMALA TO ASSIST IN REMOTE EDUCATION THROUGH ONE-ONE- LESSONS, RADIO PROGRAMS AND TUTORING. WE DRIVE IMPACT BY COLLABORATING WITH EXISTING, EFFECTIVE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH OURS, RATHER THAN CREATING COMPETING PROGRAMS. THIS ALLOWS US TO AMPLIFY OUR IMPACT, EXPAND OUR REACH, AND STRETCH OUR DONORS INVESTMENT EVEN FURTHER.Description3Txt
Expenses3$56,549Expenses3Amt
Description4DREAMCATCHERS IN A PERFECT WORLD'S DREAMCATCHERS PROGRAM TEACHES KIDS AGES 512 IN THE U.S. AND CANADA ABOUT SOCIAL ISSUES FROM HUNGER AND POVERTY TO CLEAN WATER AND CLIMATE CHANGE AND GUIDES THEM INTO SERVICE. THROUGH STORYTELLING AND THE ARTS-BASED SERVICE PROJECTS, IN A PERFECT WORLD CULTIVATES THEIR NATURAL EMPATHY FOR OTHERS AND FOR THE EARTH, EMPOWERING THEM TO MAKE A DIFFERENCE. THE IAPW BACKPACK DRIVE IS A COMPONENT OF OUR DREAMCATCHERS PROGRAM. WHAT STARTED AS A 5-YEAR OLDS SERVICE PROJECT HAS GROWN INTO AN ANNUAL STRATEGIC INITIATIVE THAT SUPPORTS OVER 1,000 CHILDREN FROM LOW- INCOME FAMILIES IN LOS ANGELES. IN RECENT YEARS, OUR BACKPACK DRIVE EXPANDED TO HELP VULNERABLE CHILDREN AND FAMILIES IN THE BAY AREA WITH FOOD SECURITY AND REMOTE EDUCATION NEEDS. THE CHILDREN THROUGH THEIR YOUTH-LED FUNDRAISING EFFORTS HAVE RAISED OVER 36,000 FOR THEIR PEERS IN NEED.Description4Txt
Expenses4$55,651Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,672,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,412AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,715,463TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,715,463AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,674,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,737MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,737MinimumInvestmentReturnAmt
Tax Based On Investment Income$234TaxBasedOnInvestmentIncomeAmt
Total Tax$234TotalTaxAmt
Distributable Before Adj$133,503DistributableBeforeAdjAmt
Distributable Before Ded$133,503DistributableBeforeDedAmt
Distributable As Adjusted$133,503DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,527ExpensesAndContributionsAmt
Qualifying Distributions$300,527QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$133,503DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$352,039ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$294,758ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$329,480ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$508,653ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$430,735ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,915,665TotalExcessDistributionCyovAmt
Qualifying Distributions$300,527QualifyingDistributionsAmt
Applied To Current Year$133,503AppliedToCurrentYearAmt
Remaining Distri From Corpus$167,024RemainingDistriFromCorpusAmt
Total Corpus$2,082,689TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$352,039ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,730,650ExcessDistriCyovToNextYrAmt
Excess From Year4$294,758ExcessFromYear4Amt
Excess From Year3$329,480ExcessFromYear3Amt
Excess From Year2$508,653ExcessFromYear2Amt
Excess From Year1$430,735ExcessFromYear1Amt
Excess From Current Year$167,024ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMANUELA TESTOLINIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DONORCHOOSEORG INC
134 W 37TH ST FL 11NEW YORKNY10018501(C)(3)FUNDING SCHOOL PROJECTS$17,060
POINTS OF LIGHT FOUNDATION
600 MEANS STREETATLANTAGA30318501(C)(3)TO HELP PEOPLE & NONPROFITS SERVE$100
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY E 400FAIRFIELDCT06825501(C)(3)TO ADDRESS CHILDREN'S UNIQUE NEEDS$276
LITTLE GLOBAL CITIZENS
6094 14TH STREET WBRADENTONFL34207PARTNERSHIPTO HELP CHILDREN ACROSS THE GLOBE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,686TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,945ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$189,913ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$493ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$225,369ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$225,369TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (11 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2TxtAddress Line1ContributorForeignAddress/AddressLine1TxtCityContributorForeignAddress/CityNmProvince Or StateContributorForeignAddress/ProvinceOrStateNmCountryContributorForeignAddress/CountryCd
AMGEN
11 AMGEN CENTER DRTHOUSAND OAKSCA91320$5,000Yes (X)
SERVICEMAX INC
71630 N MAIN STREETWALNUT CREEKCA94596$14,500Yes (X)SUITE 341
PATRINA CLARK
210212 BROWNS MILL RDVIENNAVA22182$5,000Yes (X)
ANDERSON FAMILY FOUNDATION
810880 WILSHIRE BLVD STE 1000LOS ANGELESCA90024$15,000Yes (X)
IRIS MICHAEL SMITH
3105 EDGEVIEW DRIVE STE 390BROOMFIELDCO80021$5,260Yes (X)SUITE 200
NONPROFIT EMERGENCY RELIEF FUND
9970 VENTURA STREETSANTA PAULACA93060$15,000Yes (X)
RICHARD ROME
41201 F STREET NWWASHINGTONDC20004$7,791Yes (X)SUITE 500
TYLER PERRY FOUNDATION INC
10541 10TH NW 172ATLANTAGA30318$18,302Yes (X)
DEBORAH SANTANA
514320 VENTURA BLVD SUITE 471SHERMAN OAKSCA94123$10,000Yes (X)
WILLIAM SANDERS
11510 MADISON AVENUENEW YORKNY10022$25,000Yes (X)17TH FLOOR
TIARY
6$11,463Yes (X)172 COLDSTREAM AVETORONTOONTARIOCA

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$18,135Amt
Disbursements Charitable Prps$9,070DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ROYAL ALLIANCE - ST2021-03PURCHASE2021-08$65,950$67,290-$1,340
ROYAL ALLIANCE - LT2017-03PURCHASE2021-08$712,824$560,365$152,459
MORGAN STANLEY2017-03PURCHASE2021-06$73,312$51,329$21,983
MORGAN STANLEY2017-03PURCHASE2021-08$50,647$33,836$16,811

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$2,868,446EOYBookValueAmt
EOYFMV$2,868,446EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$45,984LegalFeesAmt
Disbursements Charitable Prps$45,984DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
BOY Book Value$17,463BOYBookValueAmt
EOY Book Value$17,463EOYBookValueAmt
EOYFMV$17,463EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONNECTING FOR A CAUSE
DIRECT EVENT COSTS - PHOTOGRA$309$309
DIRECT EVENT COSTS - HOSPITAL$184$184
EXPENSES
PERSONNEL COSTS$1,446
CONTRACT SERVICES$2,550$2,550
BUSINESS DEVELOPMENT$9,982$6,196
MARKETING ADVERTISING$39,150$35,856
OFFICE EXPENSES$20,138$11,698
INSURANCE$3,399
BANK AND MERCHANT FEES$3,141$3
PLEDGE WRITE OFFS$1,200
EXCHANGE GAIN OR LOSS$16
PROGRAM COSTS$34,234$34,156

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$62,488Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
BOY Book Value$36,669BOYBookValueAmt
EOY Book Value$45,845EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
TAX PROFESSIONAL$5,975$1,300
HR SERVICES$1,065$143
OTHER PROFESSIONAL$35,294$25,369
ASSET MANAGEMENT FEES$19,115$19,115

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$12,095$7,508
LICENSES & PERMITS$685$315

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