ELEANOR CROOK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELEANOR CROOK FOUNDATION (EIN 74-2857866)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349107681
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:01:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 742857866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR CROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEA | BusinessNameControlTxt |
| Phone | 5123925205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 NORTH MITCHELL | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H MOORE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5123925205 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $90,921,601 | 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 | $7,911,060 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $899,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $899,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,181,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,460,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,181,114 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$192,793 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$191,567 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,798,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,888,714 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,264 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,816 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $122,448 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $828,545 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $207,136 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $621,409 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,594 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,953 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,858 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $53,625 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,088 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,538 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,303,354 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $469,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,834,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,049 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,147 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,111 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $86,107 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,611 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $77,496 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $92,217 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,222 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $82,996 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,769,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $813,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,909,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,686,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,636,578 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,456,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $813,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,545,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,342,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,075,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $582,882 | CashBOYAmt |
| Cash EOY | $103,860 | CashEOYAmt |
| Cash EOYFMV | $103,860 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,131,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,598,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,598,881 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $93,550 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $50,433,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,634,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,059,131 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,249,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,875,560 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,825,095 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,459,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,069,210 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,276,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,668 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,964,836 | LandBOYAmt |
| Land EOY | $3,265,424 | LandEOYAmt |
| Land EOYFMV | $3,265,424 | LandEOYFMVAmt |
| Other Assets BOY | $64,371 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,520,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,938,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,921,601 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $780 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $75,895 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $465 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,360 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $69,518,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,860,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,519,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,861,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,520,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,938,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,519,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,342,077 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $75,861,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,861,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $32,717,441 | $30,976,125 | $1,741,316 | $1,741,316 | |
| CAPITAL GAINS FROM PARTNERSHIP INVESTMENTS | $713,128 | $713,128 | $713,128 | P | |
| VELANNE GLOBAL EQUITY FUND INVESTMENT SALE | $3,470,258 | $3,303,228 | $167,030 | $167,030 | P |
| CAPITAL GAINS DIVIDENDS | $1,559,640 | $1,559,640 | $1,559,640 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,181,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | 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 | $85,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $246 | EsPenaltyAmt |
| Overpayment | $28,106 | OverpaymentAmt |
| Applied To ES Tax | $28,106 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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.ELEANORCROOKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5123925205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 NORTH MITCHELL | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78666 | 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 | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELEANOR CROOK | ||||||||
| 227 N MITCHELL | SAN MARCOS | TX | 78666 | PRESIDENT & SECRETARY | 5.00 | $0 | $0 | $0 |
| WILLIAM H CROOK JR | ||||||||
| 3450 GATLIN CREEK ROAD | DRIPPING SPRINGS | TX | 786204908 | VICE PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| MARY ELIZABETH CROOK | ||||||||
| 1510 W 24TH STREET | AUSTIN | TX | 78703 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NOEL C MOORE | ||||||||
| 3385 CHARLIE GRISSOM | KITTRELL | NC | 27544 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM H MOORE | ||||||||
| 117 HILLCREST ROAD | RALEIGH | NC | 276051717 | CHIEF EXECUTIVE OFFICER | 40.00 | $163,264 | $0 | $0 |
| AMY CROOK KOWALSKI | ||||||||
| 3515 GATLIN CREEK ROAD | DRIPPING SPRINGS | TX | 78620 | DIRECTOR | 1.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY P CERNAK | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | MANAGING DIRECTOR | 40.00 | $197,064 | $0 | $0 |
| MADELINE COLLEEN DICKSON | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | SR. PARTNERSHIPS & C | 40.00 | $98,656 | $0 | $0 |
| CHYTANYA ROBBY KOMPALA | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | SR. RESEARCH PROGRAM | 40.00 | $97,792 | $0 | $0 |
| SARA MARIA CAMBON | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | OPERATIONS MANAGER | 40.00 | $73,986 | $0 | $0 |
| KENDALL TAYLOR LORENZEN | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | PROGRAM COORDINATOR | 40.00 | $69,042 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WRTH LLC DBA HIVE | |||||
| 33 W 26TH STREET FRNT 2 | NEW YORK | NY | 10010 | CONSULTING | $417,236 |
| KYLE HOUSE GROUP | |||||
| 1747 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | CONSULTING | $215,000 |
| CROSSBOUNDARY LLC | |||||
| 1627 I ST NW STE 810 | WASHINGTON | DC | 20006 | CONSULTING | $199,880 |
| BLUE STATE | |||||
| 406 7TH ST NW STE 1 | WASHINGTON | DC | 20004 | CONSULTING | $198,402 |
| LCG ASSOCIATES INC | |||||
| 400 GALLERIA PARKWAY STE 1800 | ATLANTA | GA | 30339 | INVESTMENT ADVISOR | $136,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | 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 | $49,399,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,024,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,932,504 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,356,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,356,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,205,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,150,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,957,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,957,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,648 | TotalTaxAmt |
| Distributable Before Adj | $3,900,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,900,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,900,888 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,545,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,545,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,900,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,957,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,957,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,545,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,900,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,644,759 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,602,681 | 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 | $425,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,177,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,532,922 | ExcessFromYear1Amt |
| Excess From Current Year | $1,644,759 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELEANOR CROOK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FARM BUREAU FOUNDATION | |||||||||||||
| 600 MARYLAND AVE SW STE 1000W | WASHINGTON | DC | 20024 | PC | GENERAL PURPOSE GRANT | $50,000 | |||||||
| ASPEN INSTITUTE | |||||||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | PC | GENERAL PURPOSE GRANT | $25,000 | |||||||
| BREAD FOR THE WORLD INSTITUTE | |||||||||||||
| 425 3RD ST SW STE 1200 | WASHINGTON | DC | 20024 | PC | GENERAL PURPOSE GRANT | $213,280 | |||||||
| CARE | |||||||||||||
| 151 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | GLOBAL NUTRITION ADVOCACY GRANT | $200,000 | |||||||
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES (CSIS) | |||||||||||||
| PO BOX 79526 | BALTIMORE | MD | 21279 | PC | GENERAL PURPOSE GRANT | $60,000 | |||||||
| CENTER FOR US GLOBAL LEADERSHIP (CUSGLC) | |||||||||||||
| 1120 19TH ST NW STE 300 | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSE GRANT | $50,000 | |||||||
| DEVEX | |||||||||||||
| 1701 RHODE ISLAND AVENUE NW 3RD | WASHINGTON | DC | 20036 | NC | PAID MEDIA & ENGAGEMENT ON GLOBAL MALNUTRITION | $110,000 | FLOOR | ||||||
| EMERGENCY NUTRITION NETWORK | |||||||||||||
| NC | GLOBAL MALNUTRITION TECHNICAL LEADERSHIP | $424,851 | 2ND FLOOR 69 HIGH ST MARLBOROUGH | HOUSE | KIDLINGTON | OXFORDSHIRE | UK | OX5 2DN | |||||
| FHI SOLUTIONS LLC (1000 DAYS) | |||||||||||||
| 1825 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | PC | GLOBAL MALNUTRITION ADVOCACY GRANT | $32,390 | |||||||
| GLOBAL HEALTH COUNCIL (GHC) | |||||||||||||
| 1199 N FAIRFAX ST STE 300 | ALEXANDRIA | VA | 22314 | PC | GENERAL PURPOSE GRANT | $3,750 | |||||||
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||||||||
| 750 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | GLOBAL NUTRITION & FOOD SECURITY REPORTING FELLOWSHIP PROGRAM SUPPORT | $163,111 | |||||||
| LONDON SCHOOL OF HYGIENE AND TROPICAL MEDICINE | |||||||||||||
| NC | RISE PROGRAM SUPPORT | $177,427 | KEPPEL STREET WC1E 7HT | LONDON | UK | WC1E 7HT | |||||||
| NUTRITION INTERNATIONAL | |||||||||||||
| NC | NUTRITION SCALING WORKING GROUP SUPPORT | $22,422 | 180 ELGIN STREET SUITE 1000 | OTTOWA | ONTARIO | CA | K2P 2K3 | ||||||
| ONE CAMPAIGN | |||||||||||||
| 1299 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | PC | GENERAL PURPOSE GRANT | $87,500 | SUITE 400 | ||||||
| ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | PC | MALNUTRITION PROGRAM IN ETHIOPIA | $291,847 | |||||||
| UNICEF USA | |||||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GLOBAL MALNUTRITION PROGRAMS | $325,000 | |||||||
| WORLD HEALTH ORGANIZATION | |||||||||||||
| NC | WASTING TREATMENT GUIDELINES | $400,000 | AVENUE APPIA 20/27 | GENEVA | SZ | CH-1211 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,636,578 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FHI SOLUTIONS LLC (1000 DAYS) | |||||||
| 1825 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | PC | GLOBAL NUTRITION ADVOCACY GRANT | $249,819 | |
| ALLIANCE TO END HUNGER | |||||||
| 425 3RD ST SW 1200 | WASHINGTON | DC | 20024 | PC | GENERAL PURPOSE GRANT | $105,000 | |
| CARE | |||||||
| 151 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | GLOBAL NUTRITION ADVOCACY GRANT | $50,000 | |
| CARE | |||||||
| 152 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | GLOBAL MALNUTRITION ADVOCACY GRANT | $250,000 | |
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | |||||||
| PO BOX 79526 | BALTIMORE | MD | 21279 | PC | GENERAL PURPOSE GRANT | $60,000 | |
| FOOD FOR THE HUNGRY | |||||||
| 1224 EAST WASHINGTON STREET | PHOENIX | AZ | 85034 | PC | GLOBAL MALNUTRITION ADVOCACY GRANT | $75,000 | |
| HELEN KELLER INTERNATIONAL | |||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | PC | GLOBAL MALNUTRITION ADVOCACY GRANT | $149,352 | |
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||
| 750 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE GRANT | $30,000 | |
| INTRAHEALTH | |||||||
| 6340 QUADRANGLE DRIVE SUITE 200 | CHAPEL HILL | NC | 27517 | PC | GENERAL PURPOSE GRANT | $50,000 | |
| ONE CAMPAIGN | |||||||
| 1299 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | PC | GENERAL PURPOSE GRANT | $87,500 | SUITE 400 |
| RESULTS | |||||||
| 1101 15TH STREET NW 1200 | WASHINGTON | DC | 20005 | PC | GLOBAL MALNUTRITION ADVOCACY GRANT | $190,167 | |
| RESULTS FOR DEVELOPMENT | |||||||
| 1111 19TH STREET NW 700 | WASHINGTON | DC | 20005 | PC | GLOBAL MALNUTRITION ANALYSIS | $30,668 | |
| ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | PC | MALNUTRITION PROGRAM IN ETHIOPIA | $1,916,306 | |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL PURPOSE GRANT | $1,000,000 | |
| UNITED NATIONS FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE GRANT | $25,000 | 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,268,812 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $899,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,181,114 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME - BOOK | 523000 | 14 | -$189,533 | |
| PARTNERSHIP INCOME - UBI | -$3,260 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,260 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,890,748 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,887,488 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELEANOR CROOK | ||||||
| 1 | 227 N MITCHELL STREET | SAN MARCOS | TX | 78666 | $5,200,000 | Yes (X) |
| NOEL CROOK RICHARD MOORE | ||||||
| 2 | 3385 CHARLIE GRISSOM | KITTRELL | NC | 27544 | $500,000 | Yes (X) |
| WILLIAM H CROOK JR CARYL CROOK | ||||||
| 3 | 3450 GATLIN CREEK RD | DRIPPING SPRINGS | TX | 786204908 | $700,000 | Yes (X) |
| MARC LEWIS MARY ELIZABETH CROOK | ||||||
| 4 | 1510 WEST 24TH STREET | AUSTIN | TX | 78703 | $700,000 | Yes (X) |
| CHARLES BUTT | ||||||
| 5 | 200 E BASSE STE 201 | SAN ANTONIO | TX | 78209 | $260,000 | Yes (X) |
| EIRENIKOS FOUNDATION | ||||||
| 6 | 3385 CHARLIE GRISSOM RD | KITTRELL | NC | 27544 | $200,000 | Yes (X) |
| BILL & MELINDA GATES FOUNDATION | ||||||
| 7 | PO BOX 23350 | SEATTLE | WA | 98102 | $125,000 | Yes (X) |
| KIRK HUMANITARIAN | ||||||
| 8 | 2755 E COTTONWOOD PKWY STE 450 | SALT LAKE CITY | UT | 84121 | $100,000 | Yes (X) |
| LEGACY TRUST | ||||||
| 9 | 301 LUTHER DRIVE | SAN ANTONIO | TX | 78212 | $75,000 | Yes (X) |
| TILTING POINT | ||||||
| 10 | 521 5TH AVE STE 21 | NEW YORK | NY | 10175 | $24,432 | Yes (X) |
| PUBG SANTA MONICA INC | ||||||
| 11 | 1601 CLOVERFIELD BLVD STE 5000N | SANTA MONICA | CA | 90404 | $8,000 | Yes (X) |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EMERGENCY NUTRITION NETWORK (MAMI) | |||||||||||||||||
| 2ND FLOOR 69 HIGH ST MARLBOROUGH | HOUSE | KIDLINGTON | OXFORDSHIRE | UK | OX5 2DN | 2021-02-10 | $74,851 | MANAGEMENT OF AT RISK MOTHERS AND INFANTS (MAMI) GLOBAL TECHNICAL NETWORK LEADERSHIP. THE $199,851 PLEDGE IS PAYABLE OVER FOUR YEARS (2020-2023). THE FIRST PAYMENT OF $75,000 MADE ON 7/2/2020. THE SECOND PAYMENT OF $74,851 WAS MADE ON 1/15/2021. THE THIRD AND FINAL PAYMENT OF $50,000 WAS MADE ON 2/10/22. | $74,851 | NONE | 8/31/2021 | THE 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. | |||||
| EMERGENCY NUTRITION NETWORK (LONG TERM GRANT) | |||||||||||||||||
| 2ND FLOOR 69 HIGH ST MARLBOROUGH | HOUSE | KIDLINGTON | OXFORDSHIRE | UK | OX5 2DN | 2021-08-13 | $350,000 | TECHNICAL SUPPORT, NUTRITION SECTOR ENGAGEMENT, AND WASTING REFORM LONG TERM STRATEGIC PARTNERSHIP. THE $1,065,834 PLEDGE IS PAYABLE OVER FOUR YEARS (2020-2023). THE FIRST PAYMENT OF $200,000 MADE ON 7/1/2020. THE SECOND PAYMENT OF $200,000 WAS MADE ON 2/12/2021. THE THIRD PAYMENT OF $150,000 WAS MADE ON 8/13/2021 THE FOURTH PAYMENT OF $100,000 WAS MADE ON 2/25/2022. THE FIFTH PAYMENT OF $100,000 ON 8/12/2022. THE SIXTH AND FINAL PAYMENT OF $100,000 WILL BE MADE ON 2/14/2023. OF THE $1,065,834 PLEDGE, $215,834 WAS REMAINING FROM A PREVIOUS GRANT AND ROLLED INTO THIS GRANT. | $350,000 | NONE | 1/31/2022 | THE 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. | |||||
| LONDON SCHOOL OF HYGIENE AND TROPICAL MEDICINE | |||||||||||||||||
| KEPPEL STREET WC1E 7HT | LONDON | UK | WC1E 7HT | 2021-09-15 | $177,427 | RANDOMIZED CONTOLLED TRIAL ASSESSING THE IMPACT OF THE MAMI CARE PATHWAY IN ETHIOPIA. | NONE | THE 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. | |||||||||
| WORLD HEALTH ORGANIZATION | |||||||||||||||||
| AV APPIA 20/27 | GENEVA | SZ | CH-1211 | 2021-06-17 | $400,000 | WHO GUIDELINE REVIEW ON CHILD WASTING TREATMENT AND PREVENTION. THE $808,000 PLEDGE IS PAYABLE OVER THREE YEARS (2020-2022). | $400,000 | NONE | 7/31/2022 | THE 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. | |||||||
| NUTRITION INTERNATIONAL | |||||||||||||||||
| 180 ELGIN STREET SUITE 1000 | OTTOWA | ONTARIO | CA | K2P 2K3 | 2021-11-02 | $22,422 | COORDINATION OF THE NUTRITION SCALING WORKING GROUP | $14,268 | NONE | 5/30/2022 | THE 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. | ||||||
| DEVEX (APPETITE FOR CHANGE) | |||||||||||||||||
| 2021-04-01 | $40,000 | SPONSORSHIP OF VISUAL STORYTELLING SERIES, EXPERT Q&A AND OP-ED | $40,000 | NONE | FINAL: 5/15/2021 | THE 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. | 1701 RHODE ISLAND AVENUE NW 3RD | FLOOR | WASHINGTON | DC | 20036 | ||||||
| DEVEX (NTF) | |||||||||||||||||
| 2021-07-01 | $70,000 | COORDINATION OF HIGH LEVEL EXPERT ROUNDTABLE, DEVELOPMENT OF SOCIAL MEDIA VIDEOS ON NUTRITION & HEALTH SYSTEMS, NEWSLETTER AD SPONSORSHIP (X2) | $70,000 | NONE | MIDTERM: 12/1/21; FINAL: 4/30/22 | THE 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. | 1701 RHODE ISLAND AVENUE NW 3RD | FLOOR | WASHINGTON | DC | 20036 | ||||||
| EMERGENCY NUTRITION NETWORK | |||||||||||||||||
| 2ND FLOOR 69 HIGH ST MARLBOROUGH | HOUSE | KIDLINGTON | OXFORDSHIRE | UK | OX5 2DN | 2020-12-31 | $429,682 | TECHNICAL SUPPORT, NUTRITION SECTOR ENGAGEMENT, AND WASTING REFORM LONG TERM STRATEGIC PARTNERSHIP | $429,682 | NONE | 7/30/2021; 1/31/2022 | THE 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. | |||||
| EMERGENCY NUTRITION NETWORK (MAMI) | |||||||||||||||||
| 2ND FLOOR 69 HIGH ST MARLBOROUGH | HOUSE | KIDLINGTON | OXFORDSHIRE | UK | OX5 2DN | 2020-06-17 | $75,000 | MANAGEMENT OF AT RISK MOTHERS AND INFANTS (MAMI) GLOBAL TECHNICAL NETWORK LEADERSHIP | $75,000 | NONE | 12/30/2020; 8/31/2021 | THE 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. | |||||
| GOAL UGANDA | |||||||||||||||||
| CARNEGIE HOUSE LIBRARY ROAD DUN | LAOGHAIRE | DUBLIN | EI | A96 C7W7 | 2020-03-30 | $68,746 | CAPACITY BUILDING IN NORTHERN UGANDA | $68,746 | NONE | 07/31/2020; 1/31/2021 | THE 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. | ||||||
| LONDON SCHOOL OF HYGIENE & TROPICAL MEDICINE | |||||||||||||||||
| KEPPEL STREET WC1E 7HT | LONDON | UK | WC1E 7HT | 2020-06-09 | $345,064 | TESTING THE 'COMMUNITY MANAGEMENT OF AT-RISK MOTHERS AND INFANTS' (CMAMI) PACKAGE OF CARE | $345,064 | NONE | 09/01/20; 3/1/2021 | THE 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. | |||||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO CLASS INST #446 | $2,455,712 | $2,520,906 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I #512 | $2,509,723 | $2,363,348 |
| PIMCO INCOME FUND CLASS INS #1821 | $910,125 | $940,841 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG GW&K SMALL CAP CORE FUND - I CLASS-INSTL #10 | $1,274,055 | $1,642,451 |
| FIRST EAGLE GLOBAL FUND INSTITUTIONAL #901 | $3,151,910 | $3,528,430 |
| GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND | $2,695,040 | $3,802,793 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS INST | $2,545,616 | $2,410,594 |
| MATTHEWS ASIA DIVIDEND FUND CLASS INS #109 | $2,893,208 | $2,437,771 |
| MFS INTERNATIONAL NEW DISCOVERY CLASS I #874 | $3,336,730 | $3,622,604 |
| NUANCE MID CAP VALUE FUND CLASS INST #1256 | $3,491,928 | $3,813,906 |
| TRANSAMERICA INTERNATIONAL EQUITY CLASS I #1170 | $3,165,630 | $3,730,400 |
| VANGUARD INSTITUTIONAL INDEX FUND #94 | $10,364,698 | $15,227,321 |
| POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO | $1,586,853 | $2,215,788 |
| ISHARES CORE S&P SMALL-CAP ETF | $1,129,159 | $1,627,073 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK US CORE PROPERTY FUND LP | AT COST | $2,521,299 | $2,963,924 |
| CROW HOLDINGS REALTY PARTNERS IX LP | AT COST | $602,911 | $631,412 |
| FORESITE CAPITAL FUND V, LP | AT COST | $1,422,184 | $1,724,440 |
| FORESITE CAPITAL OPPORTUNITY FUND V, LP | AT COST | $367,365 | $448,214 |
| HENDERSON PARK REAL ESTATE FUND I US TE LP | AT COST | $1,178,152 | $1,887,530 |
| HIG MIDDLE MARKET LBO FUND III LP | AT COST | $92,378 | $167,802 |
| HIG PRIVATE EQUITY CO INVESTMENT FUND LP | AT COST | $1,091,786 | $1,163,885 |
| MARATHON DISTRESSED CREDIT EURPOE FUND | AT COST | $700,397 | $907,381 |
| MUDRICK DISTRESSED OPPORTUNITY DRAWDOWN OFFSHORE FUND II | AT COST | $1,790,483 | $2,395,741 |
| OAKTREE REAL ESTATE INCOME FUND, L.P. | AT COST | $2,428,718 | $3,998,604 |
| PALOMA INTERNATIONAL LIMITED CLASS C | AT COST | $2,566,758 | $3,080,446 |
| PFM HEALTHCARE GROWTH EQUITY FUND I LP | AT COST | $436,844 | $501,140 |
| RIMROCK HIGH INCOME PLUS (CAYMAN) FUND LTD | AT COST | $2,429,533 | $2,548,489 |
| TIGER GLOBAL PIP 14 | AT COST | $1,943,053 | $2,900,738 |
| TIGER GLOBAL PIP 15 | AT COST | $660,000 | $808,274 |
| VELOCIS FUND III INSTITUTIONAL LP | AT COST | $594,360 | $714,412 |
| WARBURG PINCUS GROWTH INVESTMENTS | AT COST | $1,633,416 | $2,226,778 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $53,625 | LegalFeesAmt |
| Net Investment Income | $16,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,538 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIRECT DEPOSIT IN TRANSIT | Desc |
| BOY Book Value | $64,371 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,682 | $468 | $4,214 |
| IT SOFTWARE & SUBSCRIPTIONS | $54,292 | $38,004 | $16,288 |
| IT HARDWARE & EQUIPMENT | $5,048 | $505 | $4,543 |
| BANK & CREDIT CARD FEES | $7,015 | $701 | $6,313 |
| INSURANCE | $13,181 | $1,318 | $11,863 |
| PROFESSIONAL DEVELOPMENT | $10,777 | $0 | $10,777 |
| BAD DEBT EXPENSE | $18,791 | $1,879 | $16,912 |
| MISCELLANEOUS | $5,484 | $548 | $4,934 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME - NII | -$191,567 | ||
| PARTNERSHIP INCOME - BOOK | -$189,533 | -$189,533 | |
| PARTNERSHIP INCOME - UBI | -$3,260 | -$3,260 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS WITH NEGATIVE CAPITAL ACCOUNT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $465 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $1,597,572 | $178,006 | $1,419,566 |
| GRANT SUPPORT | $30,172 | $0 | $30,172 |
| OTHER PROFESSIONAL FEES | $53,482 | $5,348 | $48,134 |
| INVESTMENT MGMT | $247,383 | $247,383 | $0 |
| IT CONSULTING | $71,725 | $7,983 | $63,743 |
| HR & RECRUITING FEES | $303,020 | $30,302 | $272,718 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $28,196 | $7,049 | $21,147 |
| FEDERAL INCOME TAXES | $40,610 | $0 | $0 |
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