FORSYTHIA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHIA FOUNDATION INC (EIN 81-3990775)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202223069349101562
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T18:38:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 813990775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTHIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORS | BusinessNameControlTxt |
| Phone | 2025951020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON CARLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2025951020 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALISON | PersonFirstNm |
| Person Last | CARLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT ITO | PreparerPersonNm |
| PTIN | P01797468 | PTIN |
| Phone | 4157642700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,667,692 | 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 | $511,873 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $548,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $548,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,786,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,316,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,786,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,853,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,341,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $126,200 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $413 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,439 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,439 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,592 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,044 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $703,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $291,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $885,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $885,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,588,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $291,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,197,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,264,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,050,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,764 | CashBOYAmt |
| Cash EOY | $258,589 | CashEOYAmt |
| Cash EOYFMV | $258,589 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,888 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,852 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,852 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $32,230,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,406,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,406,251 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,413,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,667,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,667,692 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,524 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,823 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,823 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,391,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,655,869 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,391,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,655,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,413,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,667,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,391,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,264,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,655,869 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,655,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #9937 | P | $4,106,189 | $3,719,801 | $386,388 | $386,388 |
| 1,366 SH TESCO PLC SPONADR | P | $2,834 | $2,834 | $2,834 | |
| FIDELITY #6679 | P | $4,705 | $4,675 | $30 | $30 |
| FROM PASSTHROUGHS | P | $18,309 | $18,309 | ||
| FIDELITY #9937 | P | $4,613,757 | $2,735,674 | $1,878,083 | $1,878,083 |
| FIDELITY #6679 | P | $160,250 | $155,115 | $5,135 | $5,135 |
| FROM PASSTHROUGHS | P | $423,763 | $423,763 | ||
| FIDELITY #9937 | P | $1,250 | $1,250 | ||
| FIDELITY #6679 | P | $71,716 | $71,716 | ||
| DISPOSITION OF SONEN GLOBAL FIXED INCOME FUND-A SERIES | P | $428,976 | $430,445 | -$1,469 | -$1,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,786,039 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,184 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,786 | OverpaymentAmt |
| Applied To ES Tax | $37,786 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| 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.FORSYTHIAFDN.ORG | WebsiteAddressTxt |
| Individual With Books | ARABELLA ADVISORS | IndividualWithBooksNm |
| Phone | 2025951020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON CARLSON | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PRESIDENT & CHAIR | 30.00 | $0 | $0 | $0 |
| GEOFFREY EISENBERG | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | TREASURER | 5.00 | $0 | $0 | $0 |
| SHELLEY HEARNE | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | EXECUTIVE DIRECTOR | 30.00 | $153,450 | $0 | $0 |
| THEODORE GANNETT | ||||||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THINKWELL CONSULTING LLC | |||||
| 3610 SHIRE BLVD STE 206 | RICHARDSON | TX | 75082 | EXECUTIVE DIRECTOR MANAGEMENT | $153,450 |
| ARABELLA ADVISORS | |||||
| 1828 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | GRANT MANAGEMENT & OPERATIONS | $126,200 |
| BROWNSON REHMUS & FOXWORTH | |||||
| 1550 EL CAMINO REAL 200 | MENLO PARK | CA | 94025 | FINANCIAL ADVISOR | $96,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,503,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,954,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,617,222 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,075,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,075,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,594,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,579,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,579,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,398 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,962 | IncomeTaxAmt |
| Total Tax | $46,360 | TotalTaxAmt |
| Distributable Before Adj | $1,533,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,533,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,533,344 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,197,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,197,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,533,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,168,592 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,197,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,168,592 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,504,803 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALISON CARLSON | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAST CANCER PREVENTION PARTNERS | |||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC CHARITY | SUPPORT FOR POLICY ADVOCACY FOR CONSUMER PRODUCTS AND CHEMICAL MANAGEMENT | $50,000 |
| CLEAN PRODUCTION ACTION | |||||||
| 1310 BROADWAY | SOMERVILLE | MA | 02144 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| COMMONWEAL | |||||||
| PO BOX 316 | BOLINAS | CA | 94924 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR THE COLLABORATIVE ON HEALTH AND THE ENVIRONMENT & GRANT FOR PFAS IN AMERICA | $60,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | SUPPORT OF EARTHJUSTICE'S LEGAL TEAM'S ENVIRONMENTAL HEALTH WORK | $75,000 |
| ENVIRONMENTAL PROTECTION NETWORK | |||||||
| PO BOX 42022 | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | PROVIDE TECHNICAL ASSISTANCE AND GUIDANCE ON TECHNICAL MATTERS RELATED TO EPA REGULATORY EFFECTS. | $25,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U STREET NW STE 100 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR TOXICS WORK | $75,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 1922 F STREET NW 4TH FLOOR | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | SUPPORT THE DEVELOPMENT OF A COMPREHENSIVE FOOD ADDITIVE INVENTORY AND THE AGENTS OF CHANGE IN ENVIRONMENTAL HEALTH PROGRAM | $50,000 |
| GREEN SCIENCE POLICY INSTITUTE | |||||||
| PO BOX 9127 | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| HEALTHY BUILDING NETWORK | |||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | BUSINESS PLANNING TO SCALE THE CHEMFORWARD PLATFORM | $50,000 |
| TOXIC-FREE FUTURE | |||||||
| 4649 SUNNYSIDE AVE N SUITE 540 | SEATTLE | WA | 98103 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR MIND THE STORE CAMPAIGN | $75,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | |||||||
| ONE BEACON STREET FLOOR 31 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CO-OPTIMIZING GREEN CHEMISTRY AND CIRCULARITY FOR SAFER, MORE SUSTAINABLE PRODUCTS | $50,000 |
| HEALTHY BUILDING NETWORK | |||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | EXPANDING THE INFLUENCE AND IMPACT OF DATA HUB, A CHEMICAL HAZARDS DATABASE | $50,000 |
| THE ARC OF THE UNITED STATES | |||||||
| 1825 K STREET STE 1200 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR PROJECT TENDR | $25,000 |
| TOXIC-FREE FUTURE | |||||||
| 4649 SUNNYSIDE AVE N SUITE 540 | SEATTLE | WA | 98103 | NONE | PUBLIC CHARITY | SUPPORT FOR SAFER STATES PROCUREMENT EFFORTS | $50,000 |
| VIRGINIA ORGANIZING | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR ENVIRONMENTAL HEALTH SCIENCE AND THE SCIENCE COMMUNICATION NETWORK | $50,000 |
| DEFEND OUR HEALTH | |||||||
| 565 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | ADVANCE THE ORGANIZATION'S LEADERSHIP ROLE IN ELIMINATING TOXIC CHEMICALS FROM PACKING AND PRODUCTS AT THE STATE AND NATIONAL LEVELS | $50,000 |
| SUSTAINABLE PURCHASING COUNCIL | |||||||
| 2885 SANFORD AVE SW | GRANDVILLE | MI | 49418 | NONE | PUBLIC CHARITY | SUPPORT DEVELOPMENT OF SPLC'S TOXICS PROGRAM AREA | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $885,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $548,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,786,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,341,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,341,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALISON CARLSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,519,873 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLICLY TRADED STOCKS & SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $511,873 | FairMarketValueAmt |
| Received | 2021-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LONG TERM INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $34,406,251 | BookValueAmt |
| EOYFMV | $34,406,251 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE - FROM PASSTHROUGH ENTITIES | $121,031 | $121,031 | $0 |
| GENERAL AND ADMINISTRATIVE | $15,044 | $0 | $15,044 |
| OTHER LOSS - FROM PASSTHROUGH ENTITIES | $21,561 | $21,561 | $0 |
| OTHER INVESTMENT LOSS | $59,676 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEES | $124,476 | $124,476 | $0 |
| MANAGEMENT FEES | $126,200 | $0 | $126,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $24,149 | $24,149 | $0 |
| OTHER TAXES | $40,000 | $0 | $0 |
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