FRIENDSHIP FUND INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FRIENDSHIP FUND INC (EIN 13-6089220)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-24
IRS object ID
202212979349100616
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-24T12:57:49-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136089220EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDSHIP FUND INCBusinessNameLine1Txt
Business Name Line2C/O GMA FOUNDATIONSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone6174267080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES M CRANE MDPersonNm
Person TitlePRESIDENT/TRUSTEEPersonTitleTxt
Phone6174267080PhoneNum
Signature2022-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastCRANE MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE BORGONZIPreparerPersonNm
PTINP01269879PTIN
Phone6172276161PhoneNum
Preparation2022-10-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,971,713FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$89,811DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,811DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$113,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$476,059GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,335CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$82OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$82OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$203,228TotalRevAndExpnssAmt
Total Net Invst Incm$203,228TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,760AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,880AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,880AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,726OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,966OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$21,760OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,555TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,263TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,131TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,132TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$102PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$102PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$717OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$717OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,977TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,591TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,419ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,419ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,977TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,314ExcessRevenueOverExpensesAmt
Net Investment Income$180,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,813CashBOYAmt
Cash EOY$20,318CashEOYAmt
Cash EOYFMV$20,318CashEOYFMVAmt
Sav And Temp Cash Invst BOY$828SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$910SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$910SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,865,229OtherInvestmentsBOYAmt
Other Investments EOY$3,950,485OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,950,485OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,887,870TotalAssetsBOYAmt
Total Assets EOY$3,971,713TotalAssetsEOYAmt
Total Assets EOYFMV$3,971,713TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,887,870CapitalStockBOYAmt
Capital Stock EOY$3,971,713CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,887,870TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,971,713TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,887,870TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,971,713TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,887,870TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,314ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,867,556SubtotalAmt
Other Decreases$895,843OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,971,713TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$469,026$362,724$106,302$106,302
CAPITAL GAINS DIVIDENDS$7,033$7,033$7,033P
FieldValueIRS element (for citing)
Capital Gain Net Income$113,335CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,505InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,505SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,505TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,775OverpaymentAmt
Applied To ES Tax$6,775AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGMA FOUNDATIONSIndividualWithBooksNm
Phone6174267080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE STE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES M CRANE MD
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109PRESIDENT/DIRECTOR0.50$0$0$0
F PETER FISHER
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109TREASURER/DIRECTOR0.50$0$0$0
JOSEPHINE F DEGIVE
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109SECRETARY/DIRECTOR0.50$0$0$0
FRANCIS BRADLEY
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109V.P./DIRECTOR0.50$0$0$0
KATHARINE BRADLEY-BENNETT
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109DIRECTOR0.50$0$0$0
DIANA H CRANE
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109DIRECTOR0.50$0$0$0
THOMAS S CRANE
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109DIRECTOR0.50$0$0$0
FRANCES CRANE MANSON
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,636,368AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,273AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,663,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,663,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,955CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,593,686NetVlNoncharitableAssetsAmt
Minimum Investment Return$229,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$229,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,505TaxBasedOnInvestmentIncomeAmt
Total Tax$2,505TotalTaxAmt
Distributable Before Adj$227,179DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$227,179DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$227,179DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$187,010QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$227,179DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$34,540ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,016ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,602ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$66,158TotalExcessDistributionCyovAmt
Qualifying Distributions$187,010QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,010AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$40,169ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$40,169ExcessDistributionCyovAppCYAmt
Total Corpus$25,989TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,989ExcessDistriCyovToNextYrAmt
Excess From Year4$3,387ExcessFromYear4Amt
Excess From Year3$22,602ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGINELLE VAN TARTWIJKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1GMA FOUNDATIONS 2 LIBERTY SQUAREAddressLine1Txt
Address Line2STE 500AddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173913092RecipientPhoneNum
Recipient Email AddressGVANTARTWIJK@GMAFOUNDATIONS.COMRecipientEmailAddressTxt
Form And Info And MaterialsTHERE IS NOT A SET FORM OF APPLICATION. HOWEVER, THE APPLICATION SHOULD CONTAIN A CONCISE STATEMENT OF THE PURPOSE FOR WHICH THE GRANT IS SOUGHT.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE DEADLINE IS APRIL 1ST FOR CONSIDERATION AT THE ANNUAL MEETING HELD THE FIRST WEEK OF AUGUST.SubmissionDeadlinesTxt
Restrictions On AwardsALL GRANTS MUST BE MADE TO ORGANIZATIONS REGISTERED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE STE 900WASHINGTONDC20003N/APCPROGRAM SUPPORT$1,000
ASSOCIATION TO PRESERVE CAPE COD INC
482 MAIN STREETDENNISMA02638N/APCPROGRAM SUPPORT$5,000
CAROLINA THREAD TRAIL
217 S TRYON STCHARLOTTENC28202N/APCPROGRAM SUPPORT$5,000
CHILDREN'S SCHOOL OF SCIENCE INC
PO BOX 522WOODS HOLEMA02543N/APCPROGRAM SUPPORT$8,000
COMMUNITY MUSIC SCHOOL OF THE PIEDMONT
PO BOX 442UPPERVILLEVA20185N/APCPROGRAM SUPPORT$4,000
DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY INC
61 MAIN STREETWAKEFIELDRI02879N/APCPROGRAM SUPPORT$3,500
FRIENDS OF SHAWNEE ANIMALS INC (FOSA)
19521 E LINVALE DRAURORACO80013N/APCPROGRAM SUPPORT$5,500
HABITAT FOR HUMANITY OF CAPE COD
411 MAIN ST STE 6YARMOUTHPORTMA02675N/APCPROGRAM SUPPORT$2,000
NEIGHBORS HELPING NEIGHBORS RHODE ISLAND
PO BOX 406CHARLESTOWNRI02813N/APCPROGRAM SUPPORT$1,500
OAKLAND EAST BAY SYMPHONY
1440 BROADWAY STE 405OAKLANDCA94612N/APCPROGRAM SUPPORT$3,300
PARTNERSHIP FOR SMARTER GROWTH
103 E MAIN STREET SUITE 1RICHMONDVA23219N/APCPROGRAM SUPPORT$5,833
PEACE OVER VIOLENCE
1015 WILSHIRE BLVD STE 200LOS ANGELESCA90017N/APCPROGRAM SUPPORT$5,200
SCENIC VIRGINIA
4 E MAIN ST 2ARICHMONDVA23219N/APCPROGRAM SUPPORT$2,000
SECOND WIND FOUNDATION
200 OLCOTT DRIVEWHITE RIVER JUNCTIONVT05001N/APCPROGRAM SUPPORT$1,800
SOUTH COUNTY HOME HEALTH
100 KENYON AVEWAKEFIELDRI02879N/APCPROGRAM SUPPORT$5,000
SOUTHERN UTAH WILDERNESS ALLIANCE
425 EAST 100 SOUTHSALT LAKE CITYUT84111N/APCPROGRAM SUPPORT$3,800
THE 300 COMMITTEE LAND TRUST
157 LOCUST STFALMOUTHMA02540N/APCPROGRAM SUPPORT$4,490
THE JONNYCAKE CENTER
1231 KINGSTOWN RDPEACE DALERI02879N/APCPROGRAM SUPPORT$5,000
THE THADDEUS STEVENS SCHOOL INC
PO BOX 274LYNDON CENTERVT05850N/APCPROGRAM SUPPORT$2,800
VIRGINIA COMMONWEALTH UNIVERSITY
PO BOX 842030RICHMONDVA23284N/APCPROGRAM SUPPORT$1,000
WOODS HOLE COMMUNITY ASSOCIATION INC
PO BOX 327WOODS HOLEMA02543N/APCPROGRAM SUPPORT$5,000
WOODS HOLE PUBLIC LIBRARY
PO BOX 185WOODS HOLEMA02543N/APCPROGRAM SUPPORT$3,230
ENVIRONMENTAL LAW ALLIANCE WORLDWIDE
1412 PEARL STREETEUGENEOR97401N/APCPROGRAM SUPPORT$5,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104N/APCPROGRAM SUPPORT$5,000
BERKELEY BABY BOOK PROJECT
PO BOX 8213BERKELEYCA94707N/APCPROGRAM SUPPORT$2,000
BERKELEY SYMPHONY ORCHESTRA
1942 UNIVERSITY AVEBERKELEYCA94704N/APCPROGRAM SUPPORT$2,000
COMMUNITY INITIATIVES - HARMONY PROJECT BAY AREA
1000 BROADWAY STE 480OAKLANDCA94607N/APCPROGRAM SUPPORT$5,000
URBAN AFFAIRS COALITION
1207 CHESTNUT ST 7TH FLOORPHILADELPHIAPA19107N/APCPROGRAM SUPPORT$3,500
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118N/APCPROGRAM SUPPORT$6,500
WOODS HOLE CHILD CENTER INC
PO BOX 504WOODS HOLEMA02543N/APCPROGRAM SUPPORT$1,000
ALDO LEOPOLD FOUNDATION INC
E 13701 LEVEE RDBARABOOWI53913N/APCPROGRAM SUPPORT$2,800
UPPER VALLEY HABITAT FOR HUMANITY
PO BOX 1038WHITE RIVER JUNCTIONVT05001N/APCPROGRAM SUPPORT$1,000
INTERNATIONAL CRANE FOUNDATION
E 11376 SHADY LANE RDBARABOOWI53913N/APCPROGRAM SUPPORT$2,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI53726N/APCPROGRAM SUPPORT$2,000
COLORADO SPRINGS CHORAL SOCIETY
PO BOX 2304COLORADO SPRINGSCO80901N/APCPROGRAM SUPPORT$2,000
COLORADO AVIAN RESEARCH & REHABILITATION INSTITUTE
PO BOX 3351ESTES PARKCO80517N/APCPROGRAM SUPPORT$3,000
DISCOVER CAYUGA LAKE INC
1110 N TIOGA ST STE 303ITHACANY14850N/APCPROGRAM SUPPORT$3,000
PROMISE LAND PASTURES
1600 WILMINGTON AVERICHMONDVA23227N/APCPROGRAM SUPPORT$1,000
VIRGINIA CAPITAL TRAIL FOUNDATION
PO BOX 17966RICHMONDVA23226N/APCPROGRAM SUPPORT$1,000
GREEN FORESTS WORK
221 THOMAS POE COOPER BUILDINGLEXINGTONKY40546N/APCPROGRAM SUPPORT$5,000
ST PAUL'S ON THE GREEN
60 EAST AVENORWALKCT06851N/APCPROGRAM SUPPORT$6,666
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH ST 11TH FLOORNEW YORKNY10011N/APCPROGRAM SUPPORT$2,000
PHILIPPINE AMERICAN GUARDIAN ASSOCIATION
N/AFOREIGN CHARITYPROGRAM SUPPORT$1,000235 SALCEDO UNIT 310 3/FMAKATILEGASPI VILLAGERP1229
TOMAQUAG INDIAN MEMORIAL MUSEUM
390A SUMMIT RDEXETERRI02822N/APCPROGRAM SUPPORT$1,500
CHARLOTTE AREA FOUNDATION FOR MUSIC & HANDCRAFTED ART
1016 BELAIR STWAXHAWNC28173N/APCPROGRAM SUPPORT$2,500
TREESCHARLOTTE
701 TUCKASEEGEE RDCHARLOTTENC28208N/APCPROGRAM SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,419TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,811ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$113,335ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENT RECEIPTSDesc
Exclusion14ExclusionCd
Exclusion$82ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$203,228ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$203,228TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATION FEESCategoryTxt
Amt$5,760Amt
Net Investment Income$2,880NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,880DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIPPINE AMERICAN GUARDIAN ASSOCIATIONBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1235 SALCEDO UNIT 310 3/FAddressLine1Txt
CityMAKATICityNm
Province Or StateLEGASPI VILLAGEProvinceOrStateNm
CountryRPCountryCd
Foreign Postal1229ForeignPostalCd
FieldValueIRS element (for citing)
Grant2021-09-08GrantDt
Grant$1,000GrantAmt
Purpose Of GrantSUPPORT OF INTERNET ACCESS & LEARNING SUPPLIES FOR INDIGENT PHILIPPINE AMERICAN CHILDREN.PurposeOfGrantTxt
Expended By Grantee$1,000ExpendedByGranteeAmt
Any Diversion By GranteeTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTEDAnyDiversionByGranteeTxt
Dates Of Reports By Grantee06/30/2022DatesOfReportsByGranteeTxt
Results Of VerificationTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.ResultsOfVerificationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,950,485BookValueAmt
EOYFMV$3,950,485EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSES ON INVESTMENTSDesc
Amt$895,843Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$15$0$15
OFFICE SUPPLIES$223$0$223
STATE FILING FEE$270$0$270
POSTAGE$209$0$209

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENT RECEIPTSDesc
Revenue And Expenses Per Books$82RevenueAndExpensesPerBooksAmt
Net Investment Income$82NetInvestmentIncomeAmt
Adjusted Net Income$82AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION MANAGEMENT FEES$21,760$0$21,760
INVESTMENT MANAGEMENT FEES$18,966$18,966$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$13,555Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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