SUMMIT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT CHARITABLE FOUNDATION INC (EIN 52-1743817)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202203149349102230
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T15:03:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 521743817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2029122900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS SANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2029122900 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXIS | PersonFirstNm |
| Person Last | SANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,320,263 | 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 | $1,465,347 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $228,948 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228,948 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $296,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $676,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,966,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,810,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,082,467 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65,647 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,956,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,053,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $380,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,371 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $330,437 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,397,532 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,550 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,378,982 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $473,522 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $473,522 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,629 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,629 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,802 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,542 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $453,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $462,045 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $259,754 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,571 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $167,568 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $240,916 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $290,380 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,443 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,510 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,416,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $568,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,889,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,245,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,848,714 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,662,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $568,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,737,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,705,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,485,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,104 | CashBOYAmt |
| Cash EOY | $115,325 | CashEOYAmt |
| Cash EOYFMV | $115,325 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,560,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $529,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $529,440 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,326 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,326 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,326 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,326 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $26,329 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,478 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,478 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $79,046,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,831,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,831,878 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,619,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $835,518 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $917,386 | LandBOYAmt |
| Land EOY | $783,758 | LandEOYAmt |
| Land EOYFMV | $783,758 | LandEOYFMVAmt |
| Other Assets BOY | $1,230,860 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,058 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,058 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $86,910,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,320,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,320,263 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,331 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $91,052 | AccountsPayableEOYAmt |
| Grants Payable BOY | $18,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $415,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $646,742 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $690,472 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $692,173 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,196,524 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $86,217,844 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,123,739 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,217,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,123,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,910,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,320,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,217,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,705,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,703,786 | OtherIncreasesAmt |
| Subtotal | $94,216,044 | SubtotalAmt |
| Other Decreases | $92,305 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,123,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LOSS ON SALE OF ASSET DISPOSAL | P | $0 | $0 | ||
| K-1 PARTNERSHIP INVESTMENTS-CAPITAL GAINS | P | $1,329,625 | $1,329,625 | $1,329,625 | |
| PRIVATE INVESTMENT FUND REDEMPTIONS | P | $2,992,965 | $2,992,965 | $14,742,965 | $11,750,000 |
| DONATED SECURITIES | D | $1,497,593 | $1,497,593 | $1,512,602 | $15,009 |
| PUBLICLY TRADED SECURITIES | $262,284 | $262,284 | $20,225,755 | $19,963,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,082,467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $115,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $73 | EsPenaltyAmt |
| Overpayment | $24,783 | OverpaymentAmt |
| Applied To ES Tax | $24,783 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SUMMITFDN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2029122900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALEXIS SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | PRESIDENT | 40.00 | $335,808 | $30,200 | $0 |
| SHARI SANT PLUMMER | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | SECRETARY | 3.00 | $0 | $0 | $0 |
| JASON HICKS | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TREASURER | 3.00 | $0 | $0 | $0 |
| ALISON SANT JOHNSON | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CHRISSIE SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MICHAEL SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KATHRYN FULLER | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| SHIRA SAPERSTEIN | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| CRISTIAN SAMPER | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE (STARTED MAY 2021) | 3.00 | $15,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE CROCKETT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | CHIEF FINANCIAL OFFI | 40.00 | $265,000 | $23,900 | $0 |
| CHERI RECCHI | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIRECTOR, MESOAMERIC | 40.00 | $213,780 | $19,200 | $0 |
| KATHERINE HALL | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIR., EQUALITY FOR W | 40.00 | $213,072 | $19,200 | $0 |
| DARRYL YOUNG | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIRECTOR, SUSTAINABL | 40.00 | $205,248 | $18,500 | $0 |
| JAMIE AMAGAI | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIRECTOR OF GRANTS M | 40.00 | $141,000 | $12,700 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPLANATORY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17251 WEDGEWOOD AVENUE | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BRANDING & COMMUNICATION | ServiceTypeTxt |
| Compensation | $83,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,492,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,093,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,585,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,585,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,343,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,242,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,412,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,412,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,144 | TotalTaxAmt |
| Distributable Before Adj | $4,321,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,321,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,321,956 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,737,829 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $36,508 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,774,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,321,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $875,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,712,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,264,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,679,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,194,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,726,118 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,774,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,321,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $452,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,178,499 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $875,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,303,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,712,284 | ExcessFromYear4Amt |
| Excess From Year3 | $1,264,092 | ExcessFromYear3Amt |
| Excess From Year2 | $2,679,391 | ExcessFromYear2Amt |
| Excess From Year1 | $1,194,926 | ExcessFromYear1Amt |
| Excess From Current Year | $452,381 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER SANT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASOCIACION FONDO CENTROAMERICANO DE MUJERES | |||||||||||||
| DISTRITO ZAPOTE CANTON CENTRAL | SAN JOSE | CS | 11801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||||
| ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN | |||||||||||||
| BARRIO BELLA VISTA 5TA AVE 24 CALLE | LA CEIBA | HO | 31101 | PC | GENERAL PROGRAM SUPPORT FOR HOLISTIC EDUCATION FOR YOUTH | $83,500 | ATLANTIDA | ||||||
| ASOCIACION GOJOVEN HONDURAS | |||||||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | TEGUCIGALPA MDC | HO | NC | LET'S TALK ABOUT SEXUAL AND REPRODUCTIVE HEALTH, FOR THE FULL ENJOYMENT OF MY RIGHTS | $80,000 | FRISCO LOTE NO W-20 CASA 1340 | |||||||
| ASOCIACION MINGA PERU | |||||||||||||
| CALLE JOSE MARIA DE LA JARA Y URETA | LIMA | PE | 18 | NC | FUNDRAISING AND COMMUNICATIONS FOR THE GOJOVENS AND MEXICO Y CARIBE JOVENES | $44,000 | 264 2DO PISO MIRAFLORES | ||||||
| BLUE VENTURES CONSERVATION | |||||||||||||
| MEZZANINE THE OLD LIBRARY TRINITY | BRISTOL | UK | BS2 0NW | PC | GENERAL PROGRAM SUPPORT FOR ESTABLISHING EECTIVE LIONSH MANAGEMENT IN BELIZE | $40,000 | ROAD ST JUDES | ||||||
| BLUE WORLD FOUNDATION INC | |||||||||||||
| PC | IMPLEMENTING GUATEMALA'S NATIONAL PLAN OF ACTION FOR CHONDRICHTHYES IN THE MESOAMERICAN REEF | $11,500 | 1900 PURDY AVENUE | MIAMI BEACH | FL | 33139 | |||||||
| CARNEGIE INSTITUTION FOR SCIENCE | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $5,000 | 5251 BROAD BRANCH ROAD | NW WASHINGTON | DC | 20015 | |||||||
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERISTY | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,700 | PO BOX 29361 | SAN FRANCISCO | CA | 94129 | |||||||
| EMERALD CITIES COLLABORATIVE | |||||||||||||
| PC | SUPPORT OF A COLLABORATIVE BUILDING ELECTRIFICATION FUND | $95,000 | 1140 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | |||||||
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $7,392 | 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | |||||||
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||||||||
| PC | GENERAL PROGRAM SUPPORT: STRENGTHENING THE FEMINIST MOVEMENT IN MESOAMERICA | $25,000 | 1301 CONNECTICUT AVENUE | NW WASHINGTON | DC | 20036 | |||||||
| FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION | |||||||||||||
| 25 CALLE 2-39 ZONA 1 | GUATEMALA | GT | 01001 | PC | PROGRAM SUPPORT.SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR INDIGENOUS GUATEMALAN WOMEN | $150,000 | |||||||
| FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION | |||||||||||||
| 25 CALLE 2-39 ZONA 1 | GUATEMALA | GT | 01001 | PC | SCALING UP NO-TAKE AREAS AND SUSTAINABLE FISHERIES MANAGEMENT IN CARIBBEAN GUATEMALA | $150,000 | |||||||
| FUNDERS FOR REPRODUCTIVE EQUITY INC | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $16,200 | PO BOX 750 | ROCKVILLE | MD | 20848 | |||||||
| GOJOVEN BELIZE ALUMNI ASSOCIATION | |||||||||||||
| 54 BEST BUILDING HUMMINGBIRD | BELMOPAN | BH | 501 | NC | BRIDGING GAPS: ENABLING AN ENVIRONMENT TO INCREASE ADOLESCENT SRHR SERVICES IN PARTNERSHIP WITH COMMUNITY HEALTH WORKERS | $70,000 | HIGHWAY | ||||||
| GREATER HIMALAYAS FOUNDATION | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $2,500 | 714 NORTH WEST STREET | FALLS CHURCH | VA | 22046 | |||||||
| GREENEWORKS GLOBAL LLC | |||||||||||||
| PC | COORDINATION AND PUBLICATION OF "SINGULARITY AND DIVERSITY IN CHILD, EARLY AND FORCED MARRIAGE" IN THE JOURNAL OF ADOLESCENT HEALTH | $10,000 | 3733 WARREN STREET | NW WASHINGTON | DC | 20016 | |||||||
| INICIATIVA GUATEMALA | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $18,994 | PO BOX 1153 | BEALETON | VA | 22712 | |||||||
| INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES | |||||||||||||
| 7O NIVEL OFICINA 702 | CIUDAD GUATEMALA | GT | PC | EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN THE VERAPAZ DEPARTMENTS | $49,631 | ||||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| PC | DESIGNATED FOR THE FRIENDS OF CENTRO MUJERES FUND | $2,000 | 2505 N AVENUE | NATIONAL CITY | CA | 91950 | |||||||
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT INC | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,500 | PO BOX 21917 | NEW YORK | NY | 10087 | |||||||
| JENNIFER CATINO CONSULTING | |||||||||||||
| CARRER GIBRALTAR 43 | PREMIA DE MAR | SP | 08330 | NC | YIELD ACTION LEARNING HUB PHASE 1: DESIGN, PLAN, RESOURCE | $25,000 | |||||||
| LATIN AMERICA WORKING GROUP EDUCATION FUND | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,000 | 2029 P STREET NW SUITE 301 | WASHINGTON | DC | 20036 | |||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| 22 AVENIDA 0-59 ZONA 15 VISTA | GUATEMALA | GT | 01015 | PC | IDENTIFYING PRIORITIES TO STRENGTHEN MAR FUND'S GOVERNANCE | $20,000 | HERMOSA II | ||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| 22 AVENIDA 0-59 ZONA 15 VISTA | GUATEMALA | GT | 01015 | PC | GENERAL PROGRAM SUPPORT FOR IMPROVING THE HEALTH AND RESILIENCE OF THE MAR | $275,897 | HERMOSA II | ||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| 22 AVENIDA 0-59 ZONA 15 VISTA | GUATEMALA | GT | 01015 | PC | GENERAL PROGRAM SUPPORT FOR EMERGENCY ASSISTANCE FOR MARINE PROTECTED AREA CO-MANAGERS IN BELIZE | $150,000 | HERMOSA II | ||||||
| SEATTLE INTERNATIONAL FOUNDATION | |||||||||||||
| PC | 2021 CENTRAL AMERICA DONORS FORUM | $10,000 | 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | |||||||
| SMITHSONIAN INSTITUTION | |||||||||||||
| PC | SUPPORT OF THE NATIONAL MUSEUM OF NATURAL HISTORY | $2,000 | OFFICE OF SPONSORED PROJECTS PO BOX | WASHINGTON | DC | 20013 | 37012 MRC 1205 | ||||||
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC | |||||||||||||
| PC | ENERGY DEMOCRACY PROJECT | $50,000 | 23564 CALABASAS ROAD | CALABASAS | CA | 91302 | |||||||
| SOCIAL SECTOR ACCELERATOR LLC | |||||||||||||
| PC | INSTITUTIONAL STRENGTHENING | $15,100 | 2345 CRYSTAL DRIVE SUITE 301 | ARLINGTON | VA | 22202 | |||||||
| STICHING RUTGERS | |||||||||||||
| PO BOX 9022 | UTRECHT | NL | PC | THE YIELD HUB: A GLOBAL CROSS-STAKEHOLDER INITIATIVE FOR COLLECTIVE ACTION LEARNING TO ADVANCE YOUTH PARTNERSHIP IN AYSRHR | $50,000 | ||||||||
| TAHIRIH JUSTICE CENTER | |||||||||||||
| PC | GENERAL SUPPORT OF EFFORTS TO ASSIST REFUGEE WOMEN AND CHILDREN FLEEING GENDER-BASED VIOLENCE | $2,500 | 6400 ARLINGTON BOULEVARD SUITE 400 | FALLS CHURCH | VA | 22042 | |||||||
| THE DC ABORTION FUND | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $2,000 | PO BOX 65061 | WASHINGTON | VA | 20035 | |||||||
| THE FUNDERS NETWORK | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,800 | 6705 SW 57TH AVENUE SUITE 700 | CORAL GABLES | FL | 33143 | |||||||
| THE LIGHTHOUSE BLACK GIRL PROJECTS | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | PO BOX 607 | JACKSON | MS | 39205 | |||||||
| THE RESOURCE FOUNDATION | |||||||||||||
| PC | TO PROMOTE SUSTAINABLE CHANGE FOR INDIGENOUS WOMEN AND THEIR COMMUNITIES | $1,000 | 244 FIFTH AVENUE SUITE 1428 | NEW YORK | NY | 10001 | |||||||
| THE UNIVERSITY OF TEXAS FOUNDATION | |||||||||||||
| PC | SUPPORT FOR THE LADY BIRD JOHNSON WILDFLOWER CENTER | $1,000 | 9011 MOUNTAIN RIDGE DRIVE SUITE 150 | AUSTIN | TX | 78759 | |||||||
| TIDES CENTER | |||||||||||||
| PC | THE CLIMATE AND COMMUNITIES PROJECT | $50,000 | 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | |||||||
| TOLEDO INSTITUTE FOR DEVELOPMENT AND ENVIRONMENT | |||||||||||||
| 1 MILE SAN ANTONIO ROAD PO BOX 150 | PUNTA GORDA TOWN | BH | PC | GENERAL OPERATING SUPPORT | $125,000 | TOLEDO DISTRICT | |||||||
| UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA | |||||||||||||
| BARRIO MEJIA CASA 2 | LA CEIBA | HO | PC | BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS THROUGH ADVOCACY IN ATLNTIDA, HONDURAS | $25,000 | ||||||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $5,000 | 2300 SOUTHERN BLVD | BRONX | NY | 10460 | |||||||
| WORLD WILDLIFE FUND | |||||||||||||
| PC | SUPPORT OF INTERNATIONAL AND DOMESTIC WILDLIFE CONSERVATION ACTIVITIES | $2,500 | 1250 24TH STREET NW | WASHINGTON | DC | 20037 | |||||||
| WORLDWOMENWORK | |||||||||||||
| PC | GENERAL SUPPORT FOR CONSERVATION PROJECTS INVOLVING WOMEN IN CONSERVATION AND ELEPHANT PROTECTION | $2,000 | 8 COLE LANE | SANTA FE | NM | 87508 | |||||||
| BIGNFP | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $50,000 | 6011 S ST LAWRENCE AVENUE | CHICAGO | IL | 60637 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,848,714 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS | |||||||
| PO BOX 40991 | DENVER | CO | 80204 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| OFFICE OF SPONSORED PROJECTS PO BOX | WASHINGTON | DC | 20013 | PC | GENERAL PROGRAM SUPPORT FOR THE HEALTHY REEFS INITIATIVE AND CONSERVING MANGROVES AND SEAGRASSES IN THE MAR | $275,000 | 37012 MRC 1205 |
| THE LIGHTHOUSE BLACK GIRL PROJECTS | |||||||
| PO BOX 607 | JACKSON | MS | 39205 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PROTEUS FUND | |||||||
| 250 E 31ST ST | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT FOR THIRD WAVE FUND | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $415,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228,948 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,966,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,491,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,491,295 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROGER SANT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,465,347 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 36 SHARES OF DATADOG AND 4,238 SHARES OF SNOWFLAKE | NoncashPropertyDesc |
| Fair Market Value | $1,465,347 | FairMarketValueAmt |
| Received | 2021-11-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING CONSULTANTS | CategoryTxt |
| Amt | $35,802 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,542 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| ASOCIACION GOJOVEN HONDURAS | |||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO | TEGUCIGALPA MDC | HO | 2020-01-01 | $70,000 | SEXUAL AND REPRODUCTIVE HEALTH: FOR YOU AND FOR ME | NO | 5/27/2020, 3/21/2021 | INTERIM REPORT APPROVED 2020. FINAL REPORT RECEIVED AND APPROVED IN 2021; GRANT CLOSED 2021. |
| GOJOVEN BELIZE ALUMNI ASSOCIATION | |||||||||
| 54 BEST BUILDING HUMMINGBIRD | HIGHWAY | BELMOPAN CITY | BH | 2020-01-01 | $60,000 | REDUCING SEXUAL AND REPRODUCTIVE HEALTH DISPARITIES IN THE CAYO AND STANN CREEK DISTRICT IN BELIZE | NO | 12/9/2020, 4/14/2021 | INTERIM REPORT APPROVED 2020. FINAL REPORT RECEIVED AND APPROVED IN 2021; GRANT CLOSED 2021. |
| ASOCIACION GOJOVEN HONDURAS | |||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO | TEGUCIGALPA MDC | HO | 2021-01-01 | $80,000 | LET'S TALK ABOUT SEXUAL REPRODUCTIVE HEALTH, FOR THE FULL ENJOYMENT OF MY RIGHTS | NO | 4/8/2022 | INTERIM AND FINAL REPORTS RECEIVED AND APPROVED IN 2021: GRANT ENDED 2022 |
| GOJOVEN BELIZE ALUMNI ASSOCIATION | |||||||||
| 54 BEST BUILDING HUMMINGBIRD | HIGHWAY | BELMOPAN CITY | BH | 2021-02-01 | $70,000 | BRIDGING GAPS: ENABLING AN ENVIRONMENT TO INCREASE ADOLESCENT SEXUAL REPRODUCTIVE HEALTH AND RIGHTS SERVICES IN PARTNERSHIP WITH COMMUNITY HEALTH WORKERS | NO | 04/13/2022 | FINAL REPORT RECEIVED AND APPROVED, GRANT END DATE 2022 |
| UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA | |||||||||
| COLONIA BANTRAL CALLE PRINCIPAL | CASA NO 1 CONTIGUO A LA CASETA DE S | LA CEIBA | HO | 2021-11-01 | $25,000 | BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS | NO | 02/17/2022 | FINAL REPORT RECEIVED AND APPROVED, GRANT END DATE 2022 |
| INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES | |||||||||
| 6ACALLE 1-36 ZONA 10 EDIFFICIO | VALSAR 7O NOVEL OFFICIAN 702 | CIUDAD | GT | 2021-11-01 | $49,631 | EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN THE VERAPAZ DEPARTMENTS | 02/25/2022 | FINAL REPORT RECEIVED AND APPROVED, GRANT END DATE 2022 | |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA AND DELAWARE NO LONGER REQUIRE A COPY OF THE FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE INVESTMENT FUNDS | FMV | $53,346,985 | $53,346,985 |
| MUTUAL FUNDS AND U.S. TREASURY NOTES | FMV | $13,838,915 | $13,838,915 |
| COMMON STOCK | FMV | $26,645,978 | $26,645,978 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $232,784 | $124,210 | $108,574 | $108,574 |
| COMPUTER EQUIPMENT | $80,733 | $44,153 | $36,580 | $36,580 |
| LEASEHOLD IMPROVEMENTS | $1,305,759 | $667,155 | $638,604 | $638,604 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL CONSULTANTS | CategoryTxt |
| Legal Fees | $10,629 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,629 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT DISTRIBUTION RECEIVABLE | $1,143,060 | $0 | $0 |
| ACCRUED INTEREST AND DIVIDENDS RECEIVABLE | $87,800 | $29,058 | $29,058 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED EXCISE TAX | Desc |
| Amt | $92,305 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT RENTAL & MAINT. | $200 | $0 | $200 |
| POSTAGE AND DELIVERY | $491 | $0 | $491 |
| SUBSCRIPTIONS/EDUCATIONAL MAT'L | $937 | $0 | $937 |
| SUPPLIES | $1,807 | $0 | $313 |
| COMPUTER EXPENSES | $3,598 | $0 | $3,598 |
| OFFICE EXPENSES | $5,809 | $0 | $5,809 |
| INSURANCE | $14,318 | $0 | $15,260 |
| TELEPHONE AND INTERNET SERVICE | $14,382 | $0 | $12,229 |
| DUES AND MEMBERSHIPS | $26,712 | $0 | $26,712 |
| SOFTWARE LICENSES AND WARRENTIES | $42,200 | $0 | $41,810 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP K-1 INCOME | Desc |
| Net Investment Income | $65,647 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,703,786 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $304,147 | $396,452 |
| DEFERRED RENT AND LEASE INCENTIVE | $342,595 | $294,020 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES K-1 | $0 | $316,667 | $0 |
| INVESTMENT FEES | $145,378 | $145,378 | $0 |
| OTHER PROFESSIONAL FEES | $308,117 | $0 | $259,754 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES K-1 | $0 | $28,571 | $0 |
| FEDERAL EXCISE AND UBI TAXES | $127,445 | $0 | $0 |
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