WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349101032
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T10:27:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860133881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER ROAD SUITE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | 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 | 475488504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINIFRED STEVENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINI | BusinessNameControlTxt |
| Phone | 6022350685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2307 S RURAL RD | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SPADY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6022350685 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SPADY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $197,355,487 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,657,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,657,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,092,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,748,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,092,387 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,750,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,750,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,065 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,065 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,963 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $231,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,473 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $171,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54,522 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,197 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,197 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $417,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,044,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,044,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,462,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,249,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,711,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,636,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,307,697 | CashBOYAmt |
| Cash EOY | $653,714 | CashEOYAmt |
| Cash EOYFMV | $653,714 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,208,843 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $144,175,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,326,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $196,701,773 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $149,692,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,980,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,355,487 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $149,692,417 | RetainedEarningBOYAmt |
| Retained Earning EOY | $145,980,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $149,692,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,980,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,692,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,980,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $149,692,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,711,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $145,980,607 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,980,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| IT TREASURY INDEX ADMIRAL | $810,000 | $801,866 | $8,134 | $8,134 | |
| LT TREASURY INDEX ADMIRAL | $340,000 | $317,489 | $22,511 | $22,511 | |
| ST TREASURY INDEX ADMIRAL | $1,119,739 | $1,120,611 | -$872 | -$872 | |
| TOTAL INTL BOND IX INSTIT | $4,360,609 | $4,182,051 | $178,558 | $178,558 | |
| TOTAL BOND MKT INDEX INST | $16,249,415 | $15,569,083 | $680,332 | $680,332 | |
| ESG US STOCK ETF | $5,376,797 | $3,618,118 | $1,758,679 | $1,758,679 | |
| ESG US CORP BD EFT | $413,476 | $402,418 | $11,058 | $11,058 | |
| ESG INTL STOCK EFT | $1,998,494 | $1,644,394 | $354,100 | $354,100 | |
| CAPITAL GAINS DIVIDENDS | $79,887 | $79,887 | $79,887 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,092,387 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,013 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,013 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,668 | OverpaymentAmt |
| Applied To ES Tax | $26,668 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA SPADY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022350685 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2307 S RURAL ROAD | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JEFF SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | TREASURER | 1.00 | $1,000 | $0 | $0 |
| SAVANNAH MATA MCGOUGH | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HEIDI SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | BOARD MEMBER | 1.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY | |||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | MANAGEMENT FEES | $171,875 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT ADVISORY FEES | $59,473 |
| 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 | $200,697,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,699,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $202,397,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $202,397,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,035,957 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $199,361,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,968,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,968,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,345 | TotalTaxAmt |
| Distributable Before Adj | $9,889,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,889,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,889,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,249,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,249,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,889,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,784 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,249,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,784 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,199,843 | 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 | $689,871 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY HEALTH CARE | ||||||||
| 619 S WASHINGTON ST STE 203 | MOSCOW | ID | 83843 | NONE | PC | HEALTH MOTIVATE DIGITAL | $200,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | INDIA COV-19 MEDICAL RESPONSE | $25,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | YOUTH CONNECT SCHOLARSHIPS | $400,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EL NINO RELIEF & RECOVER SCHOOL FEEDING INIT. | $250,000 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | COV-19 HEALTH SUPPORT NEPAL | $25,000 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | COV-19 HEALTH SUPPORT PUNE | $25,000 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | BERE DEVELOPMENT PLAN | $200,000 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | HAITI HOSPITAL FOR EARTHQUAKE | $25,000 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | WATER PROJECT | $75,000 | |
| ADVENTIST WORLD RADIO | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EVANGELISM TRAIN CTR ARM, BD & NAZ | $100,000 | |
| ADVENTIST WORLD RADIO | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EVANGELISM TRAINING CTR ARM, BANG, NAZ | $100,000 | |
| ADVENTIST WORLD RADIO | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EVANGELISM | $20,000 | |
| ALTERNATIVES TO VIOLENCE OF THE PALOUSE | ||||||||
| PO BOX 37 | PULLMAN | WA | 99163 | NONE | PC | LATAH COUNTY DOM VIOLENCE & ASSAULT SVCS | $25,000 | |
| ANDREWS UNIVERSITY | ||||||||
| 8903 US HWY 31 4150 ADMINISTRATION | BERRIEN SPRINGS | MO | 49104 | NONE | PC | MA PROG LEADERSHIP IN SOC INOV | $100,000 | DRIVE |
| ASAP MINISTRIES INC | ||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MO | 49103 | NONE | PC | GENERAL OPERATING | $31,610 | |
| ASAP MINISTRIES INC | ||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MO | 49103 | NONE | PC | ED INIT FOR MARGINALIZED SE ASIANS | $62,990 | |
| ASAP MINISTRIES INC | ||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MO | 49103 | NONE | PC | CLOSED COUNTRY YOUTH EVANGELIST PROJECT | $35,400 | |
| AUBURN ADVENTIST ACADEMY | ||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | SECURITY SYSTEM & ORGANIC GARDEN | $25,500 | |
| AUBURN ADVENTIST ACADEMY | ||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | 2 TASK FORCE WORKERS | $50,000 | |
| AUBURN ADVENTIST ACADEMY | ||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | COUNSELING/MENTORSHIP PROGRAM | $80,000 | |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE | ||||||||
| 2155 CHICAGO AVENUE SUITE 100 | RIVERSIDE | CA | 92507 | NONE | PC | THE ROAD TO SUCCESS | $25,000 | |
| CALEB CORPS (DBA ULTIMATE MISSION) | ||||||||
| 19135 ADDIE ST | GLADSTONE | OR | 97027 | NONE | PC | VILLAGE HEALTH WORKER PROGRAM | $25,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | CALIFORNIA COMMUNITY FOUNDATION - JOHN STEVENS DAF ACCOUNT | $1,850,000 | |
| CHRISTALIS INC | ||||||||
| 14611 BLACKBURN RD | BURTONSVILLE | MD | 20866 | NONE | PC | CHILD & FAMILY DEVELOPMENT PROG | $75,000 | |
| CHURCH WORLD SERVICE | ||||||||
| PO BOX 968 | ELKDART | IN | 46515 | NONE | PC | AFGHAN REFUGEE RESETTLEMENT | $25,000 | |
| CREATION ILLUSTRATED MINISTRIES INC | ||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | RESCUING PRISON INMATES THROUGH CREATION | $45,000 | |
| CREATION ILLUSTRATED MINISTRIES INC | ||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | DIGITAL MINISTRY AND SOCIAL MEDIA MARKETING | $5,000 | |
| CREATION ILLUSTRATED MINISTRIES INC | ||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | NAD TEACHERS & SCHOOLS SUBS & UNIT STUDIES | $20,000 | |
| EQUALITY NOW INC | ||||||||
| 125 MAIDEN LANE 9TH FLOOR SUITE B | NEW YORK | NY | 10038 | NONE | PC | ENDING SEXUAL VIOLENCE WOMEN & GIRLS IN S ASIA | $145,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $50,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | LAND GRABS, FORESTS, AND FINANCE | $75,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY, CLIMATE FRIENDLY SCHOOL FOOD | $70,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | SAVE THE BEES PROGRAM | $50,000 | |
| GENERAL CONFERENCE DAF | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | GRANTS FUNDS TO GC DAF | $500,000 | |
| GENERAL CONFERENCE GLOBAL MISSION | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCH & HEALTH MIN SAN RAMON & BOLIVIA | $45,000 | |
| GENERAL CONFERENCE GLOBAL MISSION | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ASA MOBILE HEALTH MINISTRY | $25,000 | |
| GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | CHECK LOST IN MAIL. REDEPOSIT FUNDS | -$100,000 | |
| GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | COV-19 MENTAL HEALTH INITIATIVE | $100,000 | |
| GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | AFRICAN SDA HEALTH STUDIES | $100,000 | |
| GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MEDICRADLE | $150,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EVANGELISM & HEALTH FOR BALKANS | $107,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | WHITE ESTATE | $100,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | CHINESE UNION PASTORAL TRAINING | $103,333 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | CHINESE UNION CHURCH PLANT PIONEER TEAMS | $210,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MISSION UNUSUAL TOKYO | $54,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | CHINESE UNION LIBRARY TRANSLATION PROJ | $38,200 | |
| HOLBROOK SEVENTH-DAY ADVENTIST INDIAN SCHOOL | ||||||||
| 2001 MCLAWS RD | HOLBROOK | AZ | 86025 | NONE | PC | MATCHING GRANT | $45,000 | |
| HOPE CHANNEL INTERNATIONAL INC | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | HOPE & HEALING PROJECT | $200,000 | |
| HOUSE OF RUTH | ||||||||
| 599 N MAIN ST | POMONA | CA | 91768 | NONE | PC | PREVENTION EDUCATION PROGRAM | $75,000 | |
| IMPACT HOPE | ||||||||
| 14020 SE JOHNSON RD | MILWAUKIE | OR | 97267 | NONE | PC | HOLIDAY VOCATIONAL TRAIN & SOEC EMPOWERMENT | $55,000 | |
| IMPACT HOPE | ||||||||
| 14020 SE JOHNSON RD | MILWAUKIE | OR | 97267 | NONE | PC | GENERAL OPERATING | $50,000 | |
| INDIANA CONFERENCE OF SDA | ||||||||
| 15205 WESTFIELD BLVD | CARMEL | IN | 46032 | NONE | PC | COMPASS HEALTH CONSULTING | $25,000 | |
| LETS MOVE KELOWNA | ||||||||
| 9705 PATUXENT WOOD DR | COLUMBIA | MD | 21046 | NONE | PC | LET'S MOVE KELOWNA | $40,000 | |
| LIBERTY IN NORTH KOREA | ||||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | NONE | PC | COVID-19 RESCUE FUND | $250,000 | |
| MANASSEHS CHILDREN | ||||||||
| 1011 SHOTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ETT TRAINING | $100,000 | |
| MISSION CREEK OUTREACH SERVICES | ||||||||
| PO BOX 1066 | SOUTH BEND | WA | 98586 | NONE | PC | ON THE GROUND INTERNATIONAL - REFUGEE SUPPORT | $20,000 | |
| MOUNT PISGAH ACADEMY | ||||||||
| 75 ACADEMY DRIVE | CANDLER | NC | 28715 | NONE | PC | MENTAL HEALTH SERVICES | $60,000 | |
| NORTH AMERICAN DIVISION | ||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | OKANAGAN ADST-LAB & LIBRARY/LEARNING COMMONS | $100,000 | |
| NORTH AMERICAN DIVISION ADULT MINISTRIES - PRISON SECTOR | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | PRISON MINISTRY OUTREACH | $130,000 | |
| NORTH AMERICAN DIVISION ADULT MINISTRIES - PRISON SECTOR | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | CHECK LOST IN MAIL. REFUND MONEY TO ACCOUNT | -$130,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | ADVENTIST HEALTHYYOU PASTOR WELLNESS | $200,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | OKANAGAN ADST LAB & COMMONS | $20,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | FIRST NATIONAL WELLNESS COACH TRAINING | $15,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | INDIGENOUS HOPE RADIO | $20,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS NATIVE MINISTRY ADVISORY | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | NATIVE NEW LIFE VIDEO SERIES | $50,000 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | COMM HEALTH ACTION CTR FOOD PANTRY | $107,400 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | 40 MORE ACRES CAMPAIGN | $89,500 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | GENERAL ENDOWMENT | $100,000 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | COMMUNITY HEALTH ACTION CENTER | $50,000 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | 40 MORE ACRES CAMPAIGN | $50,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | TRASH FREE SEAS PROGRAM SUPPORT | $50,000 | |
| OPERATION SAFE HOUSE INC | ||||||||
| 9685 HAYES STREET | RIVERSIDE | CA | 92503 | NONE | PC | OPERATION SAFEHOUSE | $125,000 | |
| PALOUSE HILLS CHRISTIAN SCHOOL | ||||||||
| 3148 TOMER ROAD | MOSCOW | ID | 83843 | NONE | PC | GENERAL OPERATING | $20,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | MAASAI ED, MED SUPPORT & SPIRITUAL FORMATION | $100,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | INDONESIA ORPHAN HOMES | $50,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | OPERATIONAL FUNDS | $100,000 | |
| SEA SHEPHERD | ||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | ANTI-POACHING CAMPAIGN IN PANAMA | $100,000 | |
| SEA SHEPHERD | ||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | GENERAL OPERATING | $50,000 | |
| SHENANDOAH VALLEY ACADEMY | ||||||||
| 234 WEST LEE HWY | NEW MARKET | VA | 22844 | NONE | PC | SVA DREAM MANAGEMENT | $150,000 | |
| SOUTHCENTRAL FOUNDATION | ||||||||
| 4501 DIPLOMACY DR | ANCHROAGE | AR | 99508 | NONE | PC | ARRIGAH HOUSE INTENSIVE TRAINING | $30,000 | |
| SOUTHWESTERN UNION CONFERENCE - OKLAHOMA NATIVE MINISTRIES | ||||||||
| PO BOX 32098 | OKLAHOMA CITY | OK | 73123 | NONE | PC | AMERI INDIAN & ALASKA NATIVE LIVING MAG | $50,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | HAITI DEVELOPMENT INST. FOR EARTHQUAKE | $20,000 | |
| UPPER COLUMBIA ACADEMY | ||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | HANDS ON LEARNING AND SINGLE PARENT SCHOOL | $150,000 | |
| UPPER COLUMBIA ACADEMY | ||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | WELLNESS CENTER | $60,000 | |
| WALLA WALLA UNIVERSITY | ||||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | CENTER FOR HUMANITARIAN | $150,000 | |
| WHITESIDE MANOR | ||||||||
| 2743 ORANGE STREET | RIVERSIDE | CA | 92501 | NONE | PC | TRANSITIONAL LIVING PROGRAM | $100,000 | |
| WHY HUNGER | ||||||||
| 505 8TH AVE STE 2100 | NEW YORK | NY | 10018 | NONE | PC | SUSTAINABLE AG & AGROECOLOGY US & GLOBAL | $100,000 | |
| WHY HUNGER | ||||||||
| 505 8TH AVE STE 2100 | NEW YORK | NY | 10018 | NONE | PC | SUSTAIN AGRICULTURE & AGROECOLOGY | $50,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | OPERATIONAL SUPPORT & SCHOLARSHIP | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,044,933 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,657,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,092,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,750,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,750,312 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $7,963 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,963 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRIVATELY HELD STOCK | $80,546,224 | $118,243,730 |
| MUTUAL FUNDS - ESG US STOCK ETF | $18,345,875 | $28,349,882 |
| MUTUAL FUNDS - ESG US CORP BD EFT | $8,511,647 | $8,592,149 |
| MUTUAL FUNDS - ESG INTL STOCK ETF | $22,932,669 | $26,704,865 |
| MUTUAL FUNDS - IT TREASURY INDEX ADMIRAL | $3,553,757 | $3,496,514 |
| MUTUAL FUNDS - LT TREASURY INDEX ADMIRAL | $1,502,269 | $1,577,891 |
| MUTUAL FUNDS - ST TREASURY INDEX ADMIRAL | $3,550,174 | $3,512,046 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST | $6,384,278 | $6,224,696 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,065 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,065 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $66 | $0 | $66 |
| INSURANCE | $16,824 | $0 | $16,824 |
| OFFICE EXPENSES | $704 | $0 | $704 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $59,473 | $59,473 | $0 |
| FOUNDATION MANAGEMENT FEES | $171,875 | $0 | $171,875 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $54,522 | $54,522 | $0 |
| EXCISE TAXES | $97,500 | $0 | $0 |
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