CLARK R SMITH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLARK R SMITH FAMILY FOUNDATION (EIN 22-2757313)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202213129349101871
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T15:18:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 222757313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark R Smith Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARLTON | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $32,272,257 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,018,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,018,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,005,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,045,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,005,913 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $425 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $425 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,026,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,026,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,124 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,124 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $135,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,322 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,850 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $43,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,723 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,403,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,403,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,625,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,453,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,400,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,890,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,603,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,679,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,679,361 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,750 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,750 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,636 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,874,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,400,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,669,043 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $842,011 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $641,032 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $677,964 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,715,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,715,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,145,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,136,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,537,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,272,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,136,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,537,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,136,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,537,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,136,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,537,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,136,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,400,610 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,537,171 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,537,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,045,135 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,039,222 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,005,913 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,005,913 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,005,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,084 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $54,084 | SubtotalAmt |
| Tax Based On Investment Income | $54,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $55,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $99 | EsPenaltyAmt |
| Overpayment | $1,117 | OverpaymentAmt |
| Applied To ES Tax | $1,117 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Carlton Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Owen Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Trina Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET 11TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $122,124 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,980,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,324,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,145,253 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,450,360 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,450,360 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $486,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,963,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,598,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,598,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,084 | TotalTaxAmt |
| Distributable Before Adj | $1,544,096 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,544,096 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,544,096 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,453,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,453,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,544,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,393,681 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $1,453,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,393,681 | AppliedToYear1Amt |
| Applied To Current Year | $59,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,484,300 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | The Black Students Initiative | $10,000 |
| CENTRO LEGAL DE LA RAZA INC | |||||||
| 3400 E 12TH ST | OAKLAND | CA | 94601 | N/A | PC | Youth Law Academy | $30,000 |
| CENTRO LEGAL DE LA RAZA INC | |||||||
| 3400 E 12TH ST | OAKLAND | CA | 94601 | N/A | PC | Tenants Rights Program | $40,000 |
| CHANGE IS SIMPLE INCORPORATED | |||||||
| 100 CUMMINGS CTR STE 227Q | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $25,000 |
| COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC | |||||||
| 100 GOLD ST STE 3300 | NEW YORK | NY | 10038 | N/A | PC | Youth Education Programs | $25,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED | |||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 01923 | N/A | PC | Digital equity initiative | $25,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | Job Training Support | $20,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | Farmer's Truck for Community Market Program | $50,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | Hunger Relief and Food Security Support | $10,000 |
| FELTON INSTITUTE | |||||||
| 1005 ATLANTIC AVE | ALAMEDA | CA | 94501 | N/A | PC | San Francisco Suicide Prevention's Youth Risk Reduction Program | $10,000 |
| FOOD PROJECT INC | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | N/A | PC | to purchase Pickup Truck | $43,000 |
| FOOD PROJECT INC | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | N/A | PC | Support of youth empowerment through food and farming program | $30,000 |
| GIRLS INCORPORATED OF LYNN | |||||||
| 50 HIGH ST | LYNN | MA | 01902 | N/A | PC | Operation SMART | $20,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 14 PARK ST | DANVERS | MA | 01923 | N/A | PC | Essex County Habitat for Humanity: Homes for Families in Need | $10,000 |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | capital campaign to support HPP's expansion | $100,000 |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | Jelani House Program | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | IRC San Jose, CA BRIDGE Youth Mentorship Program | $50,000 |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS ST STE 102 | SALEM | MA | 01970 | N/A | PC | dashboard consultant, field trip fund, staff training & hybrid classroom technology fund | $12,000 |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS ST STE 102 | SALEM | MA | 01970 | N/A | PC | Peabody/Salem college success mentoring program | $40,000 |
| MARTHAS VINEYARD BOYS AND GIRLS CLUB INCORPORATED | |||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | N/A | PC | General & Unrestricted | $100,000 |
| MASSACHUSETTS BAR FOUNDATION INC | |||||||
| 20 W ST | BOSTON | MA | 02111 | N/A | PC | Smith Legal Intern of the Legal Intern Fellowship Program | $50,000 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $30,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 850 3RD AVE 12TH FL | NEW YORK | NY | 10022 | N/A | PC | New York-Presbyterian Youth Anxiety Center | $10,000 |
| NORTHEAST HOSPITAL CORPORATION | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | N/A | PC | Addison Gilbert Hospital to support the School Based Health Center at Gloucester High School | $10,000 |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | Supporting Families Program | $30,000 |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | Pathway's Scholarship Fund | $10,000 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | N/A | PC | Project Launch | $30,000 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | N/A | PC | General & Unrestricted | $1,000 |
| REAL ESCAPE FROM THE SEX TRADE | |||||||
| 4215 RAINIER AVE SOUTH SUITE B | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $30,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 424 E 147TH ST FL 5 | BRONX | NY | 10455 | N/A | PC | General & Unrestricted | $100,000 |
| RUNWAY OF DREAMS FOUNDATION | |||||||
| 9 COVENTRY RD | LIVINGSTON | NJ | 07039 | N/A | PC | Youth Programs | $50,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | Healthy Kids Program | $16,000 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | Children's Food Program | $20,000 |
| THE JED FOUNDATION | |||||||
| PO BOX 60174 | BROOKLYN | NY | 11206 | N/A | PC | High School Program Fund | $25,000 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | to purchase a Commercial Potato Peeler | $11,000 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | Healthy Food for Families Program | $30,000 |
| THEDACARE FAMILY OF FOUNDATIONS INC | |||||||
| PO BOX 8025 | APPLETON | WI | 54912 | N/A | PC | ER Pediatric Treatment Room | $150,000 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | N/A | PC | to purchase Van Transportation, Speaker, Camera, and Propane unit | $5,630 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | N/A | PC | Mentoring Gloucester HS - ESOL for immigrant parents program | $65,000 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $30,000 |
| YMCA OF THE NORTH SHORE INC | |||||||
| 200 CUMMINGS CTR STE 173D | BEVERLY | MA | 01915 | N/A | PC | Cape Ann YMCA Summer Reading Program | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,403,630 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,614 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,018,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,005,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $266 |
| FOREIGN TAX REFUND | 01 | $159 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,026,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,026,285 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC - 3.000% - 02/09/202 | $50,205 | $52,041 |
| BP CAP MKTS AMER - 3.410% - 02 | $50,200 | $53,359 |
| BURLINGTON NORTHN SANTA FE CP | $50,077 | $53,840 |
| BYN MELLON - 3.250% - 05/16/20 | $49,871 | $53,905 |
| CITIGROUP INC BND - 3.300% - 0 | $49,238 | $53,125 |
| COMCAST CORP NOTE - 4.150% - 1 | $51,658 | $56,806 |
| DUKE ENERGY PROGRESSLLC BOND - | $50,463 | $54,001 |
| INTEL CORP - 3.150% - 05/11/20 | $50,066 | $53,635 |
| MEDTRONIC INC - 3.500% - 03/15 | $37,207 | $38,344 |
| MERCK &CO INC NOTE CALL MAKE W | $50,117 | $52,176 |
| PFIZER - 3.000% - 06/15/2023 | $50,535 | $51,748 |
| PUBLIC SVC ELEC GAS CO BE MTN | $50,711 | $51,747 |
| STATE STR CORP - 3.300% - 12/1 | $50,684 | $53,237 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (487 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $16,888 | $52,355 |
| ACCENTURE PLC | $11,658 | $31,920 |
| ACUITY BRANDS INC | $4,325 | $4,870 |
| ADIDAS AG | $9,130 | $9,792 |
| ADOBE SYSTEMS, INC | $8,020 | $46,499 |
| ADTALEM GLOBAL EDUCATION INC | $10,190 | $7,715 |
| ADVANCED DRAINAGE SYSTEMS INC | $9,578 | $11,571 |
| ADVANCED MEDICAL OPTICS | $5,778 | $7,966 |
| AENA SME S.A. ADR | $8,669 | $7,575 |
| AERCAP HOLDING N.V | $3,575 | $5,103 |
| AGILENT TECHNOLOGIES INC | $6,363 | $25,544 |
| AIA GROUP LTD ADR | $18,609 | $19,837 |
| AIR PRODS & CHEM INC | $11,537 | $24,949 |
| AIRBUS GROUP | $8,790 | $10,084 |
| ALASKA AIR GROUP INC | $3,106 | $2,449 |
| ALBANY INTERNATIONAL CORP | $1,959 | $2,388 |
| ALBEMARLE CP | $22,378 | $35,066 |
| ALCON INC | $6,761 | $8,799 |
| ALEXANDRIA REAL ESTATE EQUITIE | $14,234 | $17,168 |
| ALIGHT ORD SHS CLASS A | $3,843 | $3,438 |
| ALIGN TECHNOLOGY, INC | $5,552 | $9,201 |
| ALLEGRO MICROSYSTEMS ORD SHS | $4,484 | $5,861 |
| ALLY FINANCIAL INC | $6,100 | $11,664 |
| ALPHABET INC CL C | $85,344 | $188,083 |
| ALTICE USA INC | $6,501 | $4,466 |
| AMADEUS IT HLDS SA | $11,763 | $12,054 |
| AMEDISYS INC - COMMON STOCK | $1,978 | $1,295 |
| AMER EQ INV LIFE HLD | $3,570 | $4,164 |
| AMER FIN GRP HLD | $2,466 | $4,120 |
| AMERICAN TOWER REIT INC | $17,115 | $18,428 |
| AMERICAN WATER WORKS COMPANY I | $14,091 | $32,673 |
| AMKOR TECHNOLOGY, INC | $4,275 | $9,073 |
| AMPHASTAR PHARMACEUTICALS INC | $635 | $675 |
| ANSYS INC | $10,539 | $12,836 |
| ANTHEM INC | $16,537 | $28,739 |
| APA CORPORATION | $3,619 | $6,346 |
| APPLE HOSPITALITY REIT INC | $3,803 | $4,910 |
| APPLE INC | $30,695 | $258,187 |
| APPLIED IDNS TECH | $1,912 | $3,595 |
| APPLIED MATERIALS INC | $18,980 | $42,172 |
| ARCH CAPITAL GROUP LTD | $5,438 | $6,979 |
| ASML HOLDING NV NY REG SHS | $5,603 | $17,515 |
| ASPEN TECHNOLOGY, INC | $4,516 | $6,088 |
| ASSURANT INC | $4,292 | $6,234 |
| ASTRAZENECA | $10,889 | $11,301 |
| ATKORE INTERNATIONAL GROUP INC | $4,067 | $5,782 |
| AUTODESK, INC | $22,676 | $22,495 |
| AVALONBAY CMNTYS INC | $3,274 | $4,547 |
| AVIENT | $765 | $2,070 |
| AVNET INC | $2,278 | $2,474 |
| AXIS CAPITAL HOLDINGS LTD | $6,053 | $6,863 |
| AZENTA INC | $1,961 | $4,846 |
| BAE SYSTEMS PLC | $9,231 | $9,592 |
| BALCHEM CORP | $2,878 | $4,215 |
| BALL CP | $6,174 | $16,751 |
| BANDWIDTH INC | $3,426 | $3,157 |
| BANK OF HAWAII CORP | $3,348 | $5,109 |
| BARCLAYS PLC ADR | $17,691 | $19,934 |
| BAYERISCHE MOTOREN WERKE AG AD | $6,731 | $8,016 |
| BBH LIMITED DURATION FUND CLAS | $400,376 | $398,055 |
| BECTON DICKINSON & CO | $14,496 | $15,089 |
| BEST BUY INC | $8,531 | $14,122 |
| BHP BILLITON LIMITED | $47,611 | $42,245 |
| BIOHAVEN PHARMACEUTICAL HOLDIN | $2,938 | $5,788 |
| BJ'S WHLSL CLUB INC | $4,847 | $12,523 |
| BLACKROCK INC | $22,223 | $39,369 |
| BLOOM ENERGY CORP | $4,241 | $3,618 |
| BORG WARNER INC | $8,870 | $7,572 |
| BRIDGESTONE CORP UNSP ADR | $8,131 | $9,245 |
| BRISTOL-MYERS SQUIBB CO | $24,646 | $26,686 |
| BROADRIDGE FINANCIAL | $8,391 | $11,883 |
| BRUKER CORPORATION | $5,758 | $12,251 |
| BUILDERS FIRST SOURCE INC | $2,357 | $11,999 |
| BUNZL PLC SPONSORED ADR | $9,696 | $13,210 |
| BURBERRY GROUP PLC | $5,266 | $4,937 |
| CACTUS, INC. CLASS A | $2,998 | $3,775 |
| CADENCE BANCORPORATION | $3,663 | $3,873 |
| CADENCE DESIGN SYSTEMS INC | $11,901 | $15,653 |
| CALAVO GROWERS, INC | $2,777 | $1,314 |
| CALRSBERG AS SP ADR REP B | $8,797 | $10,798 |
| CANADIAN NATL RAILWAY CO | $7,817 | $9,092 |
| CAP GEMINI SA UNSP/ADR | $5,747 | $9,641 |
| CAREDX INC | $4,489 | $3,729 |
| CARLISLE COS INC | $4,986 | $8,684 |
| CARMAX INC | $18,234 | $20,316 |
| CASEY'S GENERAL STORES, INC | $3,638 | $5,526 |
| CATALENT INC | $6,556 | $11,651 |
| CATERPILLAR INC | $44,784 | $41,348 |
| CBRE GROUP | $5,828 | $21,811 |
| CDW CORP | $4,609 | $12,696 |
| CERTARA | $3,061 | $2,814 |
| CHAMPIONX CORP | $1,844 | $2,304 |
| CHEGG INC | $2,435 | $2,917 |
| CHEMED CORP | $3,308 | $3,703 |
| CHENIERE ENERGY INC | $2,818 | $4,665 |
| CHIPOTLE MEX GRILL | $6,675 | $17,483 |
| CIRRUS LOGIC INC | $1,333 | $1,472 |
| CISCO SYSTEMS INC | $30,473 | $53,865 |
| CITIGROUP INC | $45,802 | $52,600 |
| CITY OFFICE REIT | $1,307 | $3,175 |
| CLEAN HARBORS, INC | $2,388 | $2,594 |
| CLOROX CO | $11,610 | $13,251 |
| COLGATE-PALMOLIVE COMPANY | $12,256 | $14,166 |
| COMCAST CORP | $43,616 | $49,021 |
| COMFORT SYSTEMS USA INC | $1,871 | $4,353 |
| COMMERCIAL METALS | $1,967 | $3,484 |
| COMPAGNIE DE SAINT G | $5,899 | $9,175 |
| COMPAGNIE FINANCIERE RICHEMONT | $6,854 | $11,781 |
| COMPASS GROUP PLC ADR | $10,939 | $11,673 |
| CONCENTRIX CORP | $2,881 | $8,395 |
| CONOCOPHILLIPS | $28,120 | $44,535 |
| CONSENSUS CLOUD SOLUTION | $1,060 | $1,852 |
| COOPER COMPANIES INC | $8,260 | $10,892 |
| COPART INC | $9,010 | $13,949 |
| COSTAMARE INC | $340 | $633 |
| COSTAR GROUP, INC | $8,478 | $8,693 |
| CRA INTERNATIONAL INC | $218 | $467 |
| CRANE CO | $2,669 | $2,747 |
| CRYOPORT INC | $1,703 | $2,899 |
| CSG SYST INTL INC. | $3,901 | $4,725 |
| CUMMINS INC | $9,043 | $12,434 |
| CVS CAREMARK CORP | $18,689 | $20,838 |
| D R HORTON | $7,415 | $11,930 |
| DAIMLER AG ADR | $6,301 | $6,676 |
| DANA HOLDING CP | $7,391 | $8,831 |
| DBS GROUP HLDGS SPON ADR | $7,086 | $9,639 |
| DECKERS OUTDOOR CORPORATION | $15,541 | $17,583 |
| DEERE CO | $58,507 | $70,635 |
| DELUXE CORPORATION | $431 | $578 |
| DEUTSCHE ENHANCED COMMODITY ST | $624,999 | $517,412 |
| DEUTSCHE POST AG | $8,834 | $10,830 |
| DEXCOM, INC | $20,982 | $32,754 |
| DIAGEO PLC ADS | $7,246 | $11,447 |
| DIODES | $2,014 | $2,306 |
| DISCOVER FINL SVCS COM | $34,608 | $33,281 |
| DNB BANK ASA | $6,335 | $8,193 |
| DONALDSON CO. INC | $1,759 | $1,778 |
| DOVER CORP | $4,827 | $9,443 |
| EASTMAN CHEMICAL CO | $3,886 | $5,441 |
| EATON CORP PLC | $15,382 | $36,811 |
| EBAY INC | $25,606 | $45,553 |
| ECOLAB INC | $11,392 | $23,694 |
| EDWARDS LIFESCIENCES | $5,528 | $13,732 |
| ELECTRONIC ARTS | $21,110 | $21,500 |
| ELEMENT SOLUTIONS INC | $4,524 | $4,783 |
| EMCOR GROUP INC | $5,767 | $11,338 |
| EMERSON ELECTRIC CO | $27,922 | $34,399 |
| ENCOMPASS HEALTH CORPORATION | $6,920 | $6,395 |
| ENTAIN PLC | $8,991 | $11,019 |
| ENTERGY CORP | $8,723 | $9,575 |
| ENVESTNET INC | $3,140 | $4,522 |
| EOG RESOURCES INC | $54,145 | $66,623 |
| EPAM SYSTEMS INC | $2,764 | $14,037 |
| EQT CORPORATION | $1,392 | $3,075 |
| EQUINOR ASA | $4,843 | $7,636 |
| ERSTE BK DER OEST SP | $5,687 | $7,146 |
| ESTEE LAUDER COMPANIES INC | $13,586 | $32,207 |
| ETSY INC | $26,426 | $27,805 |
| EURONET WORLDWIDE INC | $7,325 | $8,104 |
| EVERCORE PARTNERS INC | $3,712 | $5,706 |
| EVERTEC INC | $2,736 | $3,749 |
| EXELIXIS, INC. | $3,623 | $3,382 |
| EXLSERVICE HOLDINGS INC | $3,668 | $4,343 |
| EXPEDITORS INTL WASH INC | $12,733 | $24,038 |
| F.N.B CORPORATION | $3,599 | $5,386 |
| FANUC LIMITED UNSPONSORED | $10,482 | $9,644 |
| FASTENAL COMPANY | $5,336 | $10,762 |
| FIDELITY NATIONAL FINANCIAL IN | $4,828 | $7,566 |
| FIGS ORD SHS CLASS A | $931 | $772 |
| FINANCIAL INSTITUTIONS, INC | $399 | $509 |
| FIRST CITIZENS BANCSHARES INC | $4,280 | $6,639 |
| FIRST COMMONWEALTH FINANCIAL C | $1,066 | $1,448 |
| FIRST FINANCIAL CORPORATION | $964 | $1,087 |
| FIRST TRUST STRAT H/I FUND | $2,970 | $4,096 |
| FIVE BELOW INC | $6,148 | $10,551 |
| FLOOR AND DECOR HOLDINGS | $7,208 | $11,181 |
| FORMFACTOR INC. | $2,411 | $3,018 |
| FORTIVE CORPORATION | $4,293 | $4,654 |
| FORWARD AIR CORP | $3,595 | $6,418 |
| FOX FACTORY HOLDING CORPORATIO | $5,059 | $12,247 |
| FREEPORT-MCMORAN COPPER & GOLD | $33,045 | $41,730 |
| FRESENIUS MED CAR AG | $8,942 | $7,953 |
| FTI CONSULTING INC | $6,494 | $8,131 |
| FULTON FIN CORP | $2,561 | $3,383 |
| GENERAC HOLDING INC | $7,595 | $16,188 |
| GENERAL MILLS INC | $17,429 | $24,594 |
| GILEAD SCIENCES INC | $14,393 | $16,555 |
| GLAXOSMITHKLINE PLC | $8,709 | $9,702 |
| GLOBAL PAYMENTS INC | $6,049 | $6,489 |
| GLOBANT SA | $6,494 | $8,795 |
| GLOBUS MEDICAL INC | $1,778 | $1,588 |
| GRACO INC | $4,641 | $9,594 |
| GRAINGER W W INC | $8,119 | $15,029 |
| GRAPHIC PACKAGING CORP COM STK | $3,201 | $3,686 |
| GRAY TELEVISION INC CL B | $4,468 | $4,092 |
| GROCERY OUTLET HOLDING CORP | $3,111 | $2,800 |
| GXO LOGISTICS | $2,120 | $4,178 |
| H AND E EQUIPMENT SERVICES INC | $3,950 | $4,870 |
| H&R BLOCK INC | $4,675 | $6,196 |
| HAMILTON LANE INC | $3,344 | $4,456 |
| HANOVER INS GROUP | $5,816 | $7,208 |
| HASBRO INC | $7,817 | $8,448 |
| HAYWARD HOLDINGS INC | $2,119 | $3,174 |
| HDFC BANK LTD ADR | $7,053 | $8,654 |
| HEALTH CATALYST ORD SHS | $3,866 | $3,843 |
| HEICO CORP | $9,025 | $10,672 |
| HELEN OF TROY LIMITED | $2,434 | $3,667 |
| HESS CORP | $12,599 | $22,579 |
| HILLTOP HOLDINGS | $4,170 | $4,041 |
| HITACHI LTD | $6,878 | $9,320 |
| HOLOGIC, INC | $8,031 | $7,886 |
| HOME DEPOT INC | $28,203 | $73,457 |
| HONG KONG EX&CL UNSP/ADR | $5,914 | $9,302 |
| HUB GROUP, INC | $1,521 | $2,274 |
| HUBSPOT INC | $1,061 | $4,614 |
| HUMANA INC | $13,671 | $21,801 |
| HUNT J B | $5,254 | $9,811 |
| HUNTINGTON BANCSHARES INC | $16,365 | $16,684 |
| HYDROFARM HOLDINGS GROUP | $2,224 | $1,358 |
| IBERDROLA ADR | $16,671 | $16,476 |
| ICON PLC - AMERICAN DEPOSITARY | $10,259 | $27,254 |
| IDEX CP | $8,499 | $11,343 |
| IDEXX CORP | $10,985 | $28,314 |
| INDUSTRIAL LOGISTICS PROPERTIE | $522 | $726 |
| INFINEON TECH ADS | $8,157 | $12,834 |
| INGERSOLL-RAND INC | $8,658 | $11,075 |
| INSIGHT ENTERPRISES, INC | $1,133 | $1,706 |
| INSULET CORPORATION | $5,856 | $14,634 |
| INT'L FLAVORS & FRAGRANCES INC | $8,479 | $9,190 |
| INTEGER HOLDINGS CORP | $4,677 | $5,392 |
| INTEGRA LIFESCIENCES HOLDINGS | $8,577 | $9,446 |
| INTESA SANPAOLO SPA | $6,393 | $7,065 |
| INTUIT | $14,340 | $28,302 |
| INVITAE CORP | $1,718 | $1,390 |
| IRIDIUM COMMUNICATIONS INC | $2,316 | $3,840 |
| ISHARES GOLD TR | $407,232 | $485,599 |
| ISHARES MSCI-JAPAN | $429,503 | $448,632 |
| ISHARES MSCI-SOUTH KOREA | $74,385 | $63,075 |
| ISHARES S&P GLOBAL TIMBER & FO | $151,332 | $166,042 |
| ISHARES SILVER TRUST | $407,402 | $410,841 |
| ISHARES TR S & P MIDCAP 400 IN | $428,872 | $939,258 |
| JABIL CIRCUIT INC | $8,294 | $16,814 |
| JAMF HOLDING | $3,155 | $3,535 |
| JEFFERIES GROUP INC | $2,258 | $2,716 |
| JOHNSON CONTROLS INTERNATIONAL | $6,254 | $14,636 |
| JOHNSON OUTDOORS INC | $645 | $562 |
| JULIUS BAER GROUP LTD | $7,107 | $8,485 |
| KB HOME | $2,856 | $3,042 |
| KBC GROUP SA UNSP ADR | $8,455 | $9,784 |
| KEMPER CORP | $6,310 | $5,585 |
| KEYSIGHT TECHNOLOGIES INC | $6,999 | $17,553 |
| KFORCE INC | $738 | $1,279 |
| KNORR BREMSE ADR | $6,749 | $5,902 |
| KONINKLIJKE PHILIPS ELECTRONIC | $13,713 | $10,355 |
| KONTOOR BRANDS INC | $2,831 | $2,460 |
| KORNIT DIGITAL LTD | $6,822 | $5,938 |
| KUBOTA CORPORATION | $6,294 | $6,145 |
| L'AIR LIQUIDE ADR OTC | $8,369 | $9,031 |
| L3HARRIS TECHNOLOGIES | $6,449 | $7,250 |
| LAKELAND BANCORP INC | $528 | $722 |
| LAKELAND FINANCIAL CORPORATION | $575 | $962 |
| LAM RESEARCH CORP | $9,207 | $25,889 |
| LAMAR ADVERTISING CO CL A REIT | $3,152 | $5,459 |
| LAMB WESTON HOLDINGS INC | $9,968 | $9,317 |
| LANDSTAR SYSTEM | $6,553 | $9,667 |
| LATTICE SEMICONDUCTOR | $5,807 | $12,484 |
| LHC GROUP | $3,765 | $2,607 |
| LIBERTY BROADBAND CORPORATION | $4,678 | $5,316 |
| LONDON STK EXCHANGE GROUP | $10,610 | $9,153 |
| LONZA GROUP AG UNSP/ADR | $4,715 | $11,607 |
| LOUISIANA PACIFIC CP | $7,558 | $11,439 |
| LOWES COMPANIES INC | $20,673 | $41,615 |
| LUMENTUM HOLDINGS INC | $2,316 | $2,644 |
| MAINSTAY HIGH YIELD CORPORATE | $734,999 | $778,729 |
| MANPOWER GROUP INC | $2,177 | $1,849 |
| MANTECH INTERNATIONAL CORP | $2,393 | $2,115 |
| MARINEMAX INC | $1,413 | $2,480 |
| MARKEL CORP | $3,514 | $4,936 |
| MARKET VECTORS - GOLD MINERS E | $147,204 | $118,511 |
| MARKET VECTORS AGRIBUSINESS ET | $381,856 | $422,234 |
| MARKETAXESS HOLDINGS, INC | $15,746 | $16,040 |
| MARRIOTT VACATIONS WORLDWIDE C | $2,260 | $3,549 |
| MARTIN MARIETTA MATLS INC | $32,167 | $44,052 |
| MASONITE INTERNATIONAL CORPORA | $6,331 | $9,790 |
| MASTEC INC | $2,302 | $5,445 |
| MASTERCARD INC | $27,548 | $37,369 |
| MATCH GROUP INC | $12,784 | $10,580 |
| MDU RESOURCES GROUP | $3,088 | $3,269 |
| MEDICAL PROPERTIES TRUST, INC | $2,921 | $3,214 |
| MEDPACE HOLDINGS, INC | $3,066 | $7,617 |
| MEDTRONIC PLC | $22,153 | $28,966 |
| MERCADOLIBRE, INC | $7,045 | $10,787 |
| MERCK & CO INC | $25,649 | $26,824 |
| MERCK KGAA SPON ADR EACH REPR | $6,764 | $10,316 |
| MERIDIAN BIOSCIENCE INC | $364 | $367 |
| MERIT MEDICAL SYSTEMS, INC. | $2,122 | $1,931 |
| MERITAGE CORPORATION | $4,793 | $6,591 |
| METTLER-TOLEDO INTL | $7,705 | $10,183 |
| MGM GROWTH PROPERTIES LLC | $5,760 | $7,884 |
| MICROCHIP TECHNOLOGY INC | $8,002 | $15,323 |
| MICROSOFT CORP | $35,019 | $207,173 |
| MKT VCTR RUSSIA SBI | $76,280 | $80,380 |
| MODEL N INC | $4,070 | $3,423 |
| MOMENTIVE GLOBAL ORD SHS | $3,246 | $3,384 |
| MONOLITHIC POWER SYSTEMS, INC | $6,342 | $25,160 |
| MONRO MUFFLER BRAKE, INC | $4,109 | $3,321 |
| MOODYS CORP | $12,808 | $13,280 |
| MORGAN STANLEY | $28,088 | $69,890 |
| MSCI INC | $8,564 | $11,641 |
| MURATA MFG INC UNSP/ADR | $8,362 | $9,077 |
| MURPHY USA INC | $4,138 | $6,376 |
| NASDAQ OMX GROUP | $6,125 | $14,071 |
| NATIONAL GRID TRANSCO PLC | $6,415 | $7,738 |
| NCR CP | $6,812 | $7,960 |
| NESTLE S.A | $10,487 | $14,879 |
| NEW RELIC INC | $4,212 | $5,168 |
| NEXSTAR MEDIA GROUP, INC | $5,259 | $5,435 |
| NEXTERA ENERGY, INC | $18,833 | $54,616 |
| NICE SYSTEMS LTD | $6,935 | $6,983 |
| NIKE INC-CL B | $14,247 | $29,501 |
| NLIGHT INC | $1,408 | $1,437 |
| NORDEA BANK ABP | $6,821 | $9,715 |
| NVIDIA CORP | $13,018 | $104,115 |
| OASIS PETROLEUM CORP | $3,227 | $3,276 |
| OFFICE PROPERTIES INCOME TRUST | $989 | $894 |
| OLINK HOLDING AB PUBL ADR | $1,732 | $965 |
| OMNICELL, INC | $2,908 | $5,774 |
| ONE GAS INC | $1,211 | $1,086 |
| ONEMAIN HOLDINGS INC | $8,076 | $7,106 |
| OSI SYSTEMS, INC | $1,540 | $1,864 |
| OTIS WORLDWIDE CORP | $8,302 | $8,359 |
| OTTER TAIL CORP | $1,185 | $1,928 |
| PACIRA PHARMACEUTICALS INC | $2,608 | $3,249 |
| PAGERDUTY ORD SHS | $5,612 | $6,116 |
| PAYCOM SOFTWARE | $9,552 | $14,116 |
| PAYCOR HCM ORD SHS | $3,620 | $3,227 |
| PENUMBRA INC | $4,758 | $9,194 |
| PEPSICO INC | $38,075 | $56,282 |
| PERDOCEO EDUCATION | $2,184 | $1,623 |
| PERNOD-RECARD SA | $8,859 | $11,247 |
| PHILLIPS 66 | $34,735 | $29,781 |
| PIEDMONT OFFICE REALTY TRUST I | $2,855 | $3,033 |
| PIMCO INCOME FUND | $253,291 | $251,396 |
| PINNACLE FINANCIAL PARTNERS IN | $10,068 | $15,089 |
| PJT PARTNERS INC | $2,367 | $3,630 |
| PMORGAN EMERGING MARKETS EQ FD | $180,740 | $147,391 |
| PNC FINANCIAL GROUP INC | $26,727 | $41,307 |
| POOL CORP | $4,583 | $19,244 |
| PORTLAND GEN ELEC | $3,011 | $3,387 |
| POSHMARK ORD SHS CLASS A | $1,212 | $494 |
| PRIMERICA, INC | $4,199 | $4,905 |
| PRIMORIS SERVICES CORP | $2,052 | $1,870 |
| PROCTER GAMBLE CO | $18,594 | $35,824 |
| PROG HOLDINGS INC | $6,421 | $7,172 |
| PROGRESS SOFTWARE CORP | $3,135 | $4,151 |
| PROGRESSIVE CORP OHIO | $14,896 | $19,709 |
| PROGYNY ORD SHS | $2,405 | $6,243 |
| PROLOGIS | $13,636 | $31,147 |
| PTC INC | $6,941 | $9,207 |
| PULTE GROUP INC | $49,074 | $57,160 |
| QUALCOMM INC | $11,092 | $23,590 |
| QUALYS INC COM | $1,491 | $2,333 |
| QUANTA SVCS INC | $29,279 | $40,131 |
| QUANTERIX ORD SHS | $1,183 | $1,018 |
| QURATE RETAIL INC QVC GROUP | $5,253 | $5,898 |
| RBC BEARINGS INCORPORATED | $12,860 | $14,946 |
| RECKITT BENCKISER GROUP | $23,651 | $23,573 |
| REDFIN CORP | $610 | $1,267 |
| REGAL BELOITE CP | $3,741 | $5,446 |
| RENT A CTR INC | $3,922 | $6,774 |
| REPLIGEN CORP | $6,721 | $12,712 |
| REPUBLIC SVCS INC | $4,981 | $8,925 |
| RESMED INC | $9,915 | $14,587 |
| RMR GROUP | $223 | $208 |
| ROCHE HOLDING LTD ADR | $17,731 | $23,829 |
| ROCKWELL AUTOMATION INC | $12,688 | $23,024 |
| ROYAL DUTCH SHELL CL A | $10,231 | $12,716 |
| S&P GLOBAL INC COM | $13,897 | $31,619 |
| SALESFORCE.COM | $14,017 | $47,268 |
| SANMINA-SCI CORPORATION | $3,847 | $5,514 |
| SAP AKTIENGESELL ADS | $18,005 | $20,036 |
| SCHNEIDER ELEC UNSP/ADR | $9,212 | $19,566 |
| SCIENCE APPLICATIONS INTERNATI | $4,065 | $3,845 |
| SEA LTD | $7,048 | $7,606 |
| SEALED AIR CORP | $5,203 | $7,692 |
| SELECT MEDICAL | $3,742 | $4,880 |
| SEMPRA ENERGY COM | $16,598 | $17,329 |
| SEMRUSH HOLDINGS ORD SHS CLASS | $763 | $1,418 |
| SHIFT4 PAYMENTS INC CL A | $3,454 | $3,708 |
| SHOALS TECHNOLOGIES GROUP | $3,663 | $3,110 |
| SIEMENS AG | $17,599 | $19,139 |
| SIGNATURE BANK | $2,840 | $7,116 |
| SIGNET GROUP PLC SPONS ADR NAS | $3,404 | $3,829 |
| SIKA AG BEARER SHS | $3,870 | $7,605 |
| SILK ROAD MEDICAL ORD SHS | $3,032 | $2,983 |
| SIMPLICITY BANCORP INC | $1,975 | $2,785 |
| SLEEP NUMBER | $3,505 | $4,443 |
| SLM CORP | $1,809 | $3,521 |
| SMARTSHEET INC | $1,043 | $2,711 |
| SMC CORPORATION | $7,661 | $12,370 |
| SMITH & NEPHEW PLC ADR | $11,578 | $10,178 |
| SONY CORP ADR - OLD | $8,616 | $15,926 |
| SONY GROUP CORP | $13,266 | $16,432 |
| SOUTHWEST GAS CP | $1,945 | $2,031 |
| SPROUT SOCIAL INC | $3,062 | $4,444 |
| SSE PLC SPON ADR | $10,317 | $10,253 |
| STAG INDUSTRIAL INC | $3,087 | $5,180 |
| STARBUCKS CORP COM | $29,575 | $44,800 |
| STEPAN CO | $790 | $870 |
| STERIS PLC | $5,109 | $9,493 |
| STEWART INFORMATION SVCS CORP | $1,937 | $3,508 |
| STIFEL FINANCIAL CP | $2,394 | $2,746 |
| STRIDE ORD SHS | $696 | $1,033 |
| SURGERY PARTNERS INC COM | $2,363 | $8,225 |
| SVB FINANCIAL GROUP | $8,587 | $16,278 |
| SVENSKA HANDELSBK UNS ADR | $7,644 | $7,792 |
| SYNEOS HEALTH INC | $6,811 | $12,219 |
| SYNNEX CORP | $911 | $1,487 |
| SYNOPSYS, INC | $3,957 | $15,846 |
| T-MOBILE US INC | $20,267 | $17,861 |
| T. ROWE PRICE GROUP | $8,815 | $18,091 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $13,473 | $26,107 |
| TARGET CORPORATION | $7,680 | $23,607 |
| TECHTRONIC INDS SPD ADR | $4,036 | $7,654 |
| TELETECH HOLDINGS, INC | $2,766 | $2,535 |
| TENCENT HOLDINGS LIMITED | $10,679 | $11,543 |
| TENNANT CO | $3,423 | $3,647 |
| TERADYNE INC | $7,490 | $9,648 |
| TEXAS INSTRUMENTS INC | $10,745 | $33,925 |
| THE HAIN CELESTIAL GROUP, INC | $2,884 | $3,835 |
| THE HERSHEY COMPANY | $5,333 | $9,287 |
| THERMO FISHER SCIENTIFIC INC | $10,059 | $22,686 |
| TJX COMPANIES INC | $22,079 | $41,528 |
| TOPBUILD CORP | $1,708 | $2,759 |
| TOWNEBANK | $474 | $600 |
| TRACTOR SUPPLY CO COM | $16,773 | $27,200 |
| TRANE TECHNOLOGIES PLC | $7,076 | $21,011 |
| TRANSDIGM GRP INC | $2,593 | $4,454 |
| TRANSUNION COM USD0.01 | $9,544 | $12,569 |
| TRAVEL+LEISURE CO | $6,336 | $8,567 |
| TREX CO INC | $9,193 | $29,302 |
| TRINET GROUP, INC | $2,348 | $2,382 |
| TRISTATE CAPITAL HOLDINGS | $189 | $424 |
| TRUIST FINANCIAL CORPORATION | $16,414 | $16,101 |
| TRUPANION INC | $1,364 | $7,658 |
| TYLER TECHNOLOGIES, INC | $6,264 | $13,987 |
| U G I CP | $6,438 | $6,198 |
| UCB UNSP ADR | $10,764 | $10,803 |
| ULTRAGENYX PHARMACEUTICAL INC | $2,747 | $2,775 |
| UNDISCOVERED MANAGERS BEHAVIOR | $523,852 | $865,954 |
| UNITED THERAPEUTICS CORP | $8,875 | $11,236 |
| UNIVERSAL HLTH SVC B | $8,117 | $9,206 |
| US FOODS HOLDING CORPORATION | $9,060 | $9,404 |
| VALVOLINE INC | $1,978 | $3,319 |
| VARONIS SYSTEMS INC | $1,858 | $5,707 |
| VEEVA SYSTEMS INC | $3,161 | $5,365 |
| VERISIGN INC | $8,071 | $10,660 |
| VERIZON COMMUNICATIONS | $34,947 | $31,124 |
| VERTEX PHARMCTLS INC | $19,341 | $18,886 |
| VESTAS WIND SYS UNSP/ADR | $7,050 | $8,878 |
| VIANT TECHNOLOGY ORD SHS CLASS | $1,830 | $679 |
| VIAVI SOLUTIONS INC | $1,955 | $3,031 |
| VIRTU FINANCIAL INC | $2,402 | $2,479 |
| VISA INC | $30,115 | $41,825 |
| VOCERA COMMUNICATIONS, INC. | $2,801 | $5,058 |
| VULCAN MATERIALS CO | $24,190 | $31,137 |
| WALT DISNEY HOLDINGS CO | $34,005 | $46,777 |
| WASHINGTON FED INC | $3,608 | $4,506 |
| WASTE MANAGEMENT INC | $29,231 | $40,891 |
| WELLTOWER INC. | $15,798 | $15,696 |
| WEST PHARMA SVCS INC | $6,602 | $11,256 |
| WESTERN ALLIANCE BANCORPORATIO | $10,878 | $13,887 |
| WEYERHAEUSER CO | $33,787 | $41,180 |
| WHIRLPOOL CORP | $7,277 | $7,509 |
| WILLIAMS COS | $52,944 | $59,241 |
| WILLIAMS SONOMA INC | $9,898 | $9,471 |
| WIX COM LTD | $1,405 | $1,893 |
| WORLDLINE | $9,971 | $6,104 |
| XPO LOGISTICS INC | $3,061 | $3,562 |
| XYLEM INC | $39,685 | $50,606 |
| YEXT INC | $3,294 | $1,647 |
| YUM CHINA HOLDINGS INC | $8,153 | $6,928 |
| ZIFF DAVIS, INC | $6,296 | $10,753 |
| ZIMMER BIOMET HOLDINGS | $8,949 | $8,766 |
| ZOETIS INC | $11,007 | $30,016 |
| ZUMIEZ INC | $2,260 | $2,447 |
| ZURICH INS GROU ADR | $7,908 | $8,536 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,750 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,636 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEVERAGE MEDIA I LP | ||
| MENASHA CORP COM | $3,715,326 | $15,145,253 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $6,124 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,124 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $35,500 | $35,500 | |
| Bank Charges | $26 | $26 | |
| State or Local Filing Fees | $250 | $250 | |
| TRAINING & PROF. DEVELOPMENT | $7,973 | $7,973 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $266 | $266 |
| FOREIGN TAX refund | $159 | $159 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Appraisal Services | $10,658 | $10,658 |
| Investment Management Services | $124,664 | $124,664 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $34,200 |
| 990-PF Extension for 2020 | $2,650 |
Comments