BETA

LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAWRENCE FAMILY FOUNDATION (EIN 13-3935895)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349108052
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T15:53:17-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411431613PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGANKDV LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13800 AMERICAN BLVD WEST SUITE 1000AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554314420ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133935895EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LAWRENCE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone6128255050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14415 E LAKE HARRIET PARKWAYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554194746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES A LAWRENCEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6128255050PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastLAWRENCEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY J SMITH CPAPreparerPersonNm
PTINP00368515PTIN
Phone9525636800PhoneNum
Preparation2022-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,054,334FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$240,782DividendsRevAndExpnssAmt
Dividends Net Invst Incm$240,782DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,193,002NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,676,816GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,193,002CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,371OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,439,155TotalRevAndExpnssAmt
Total Net Invst Incm$4,433,784TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,855AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,855AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$33,512TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$33,512TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,367TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$439,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$439,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$475,367TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$475,367TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,963,788ExcessRevenueOverExpensesAmt
Net Investment Income$4,433,784NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,126,738SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,186,140SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,186,140SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$100,000CorporateStockBOYAmt
Corporate Stock EOY$11,868,194CorporateStockEOYAmt
Corporate Stock EOYFMV$11,868,194CorporateStockEOYFMVAmt
Other Assets BOY$100,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$10,326,738TotalAssetsBOYAmt
Total Assets EOY$15,054,334TotalAssetsEOYAmt
Total Assets EOYFMV$15,054,334TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,326,738RetainedEarningBOYAmt
Retained Earning EOY$15,054,334RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,326,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,054,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,326,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,054,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,326,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,963,788ExcessRevenueOverExpensesAmt
Other Increases$763,808OtherIncreasesAmt
Subtotal$15,054,334SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,054,334TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CROWN CASTLE CORPP2021-03-112021-11-22$470,032$402,876$67,156$67,156
IRON MOUNTAIN INCP2021-03-112021-11-22$179,978$143,739$36,239$36,239
PEPSICO INCP2021-03-112021-11-22$162,631$134,369$28,262$28,262
TRAVELERS COMPANIES INCP2021-03-112021-11-22$596,062$602,830-$6,768-$6,768
NRX PHARMACEUTICALS INCP2021-01-012021-12-31$4,261,610$200,000$4,061,610$4,061,610
CAPITAL GAINS DIVIDENDSP$6,503$6,503$6,503
FieldValueIRS element (for citing)
Capital Gain Net Income$4,193,002CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$61,630InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$61,630SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$61,630TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,047EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$110,700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$129,747TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$68,117OverpaymentAmt
Applied To ES Tax$20,000AppliedToESTaxAmt
Refund$48,117RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES A LAWRENCEIndividualWithBooksNm
Phone6128255050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14415 E LAKE HARRIET PARKWAYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554194746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES LAWRENCE
4415 E LAKE HARRIET PARKWAYMINNEAPOLISMN554194746DIR, CHRMN, & PRES1.00$0$0$0
MARY LAWRENCE
4415 E LAKE HARRIET PARKWAYMINNEAPOLISMN554194746DIR, SECY, & TREAS1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,190,529AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,461,502AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$198,321FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,850,352TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,850,352AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192,755CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,657,597NetVlNoncharitableAssetsAmt
Minimum Investment Return$632,880MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$632,880MinimumInvestmentReturnAmt
Tax Based On Investment Income$61,630TaxBasedOnInvestmentIncomeAmt
Total Tax$61,630TotalTaxAmt
Distributable Before Adj$571,250DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$571,250DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$571,250DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$475,367ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$475,367QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$571,250DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,668,109ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$136,335ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$497,777ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,302,221TotalExcessDistributionCyovAmt
Qualifying Distributions$475,367QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$475,367AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$95,883ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$95,883ExcessDistributionCyovAppCYAmt
Total Corpus$2,206,338TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,572,226ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$634,112ExcessDistriCyovToNextYrAmt
Excess From Year4$136,335ExcessFromYear4Amt
Excess From Year3$497,777ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES LAWRENCEContributingManagerNm
Contributing ManagerMARY LAWRENCEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ABBOTT NORTHWESTERN HOSPITAL FOUNDATION
800 E 28TH STMINNEAPOLISMN55407N/APCOPERATING$5,000
GLOBAL MINNESOTA
1901 UNIVERSITY AVE SEMINNEAPOLISMN55414N/APCOPERATING$25,000
KENT SCHOOL
1 MACEDONIA RDKENTCT06757N/APCOPERATING$40,000
MINNEAPOLIS REGIONAL CHAMBER DEVELOPMENT FOUNDATION
81 SOUTH NINTH STREET NO 200MINNEAPOLISMN55402N/APCOPERATING$10,000
MINNESOTA ACADEMY OF OPHTHALMOLOGY
4190 VINEWOOD LANE N STE 111-220MINNEAPOLISMN55442N/APCOPERATING$5,000
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APCOPERATING$75,000
ONEVILLAGE PARTNERS
2104 STEVENS AVENUE SOUTHMINNEAPOLISMN55404N/APCOPERATING$15,000
PLYMOUTH CONGREGATIONAL CHURCH
1900 NICOLLET AVEMINNEAPOLISMN55403N/APCOPERATING$35,000
PROOF ALLIANCE
2233 UNIVERSITY AVE WST PAULMN55114N/APCOPERATING$15,000
SALVATION ARMY
2445 PRIOR AVENUE NROSEVILLEMN55113N/APCOPERATING$15,000
UNIVERSITY OF MN FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN55455N/APCOPERATING$5,000
WALKER METHODIST FOUNDATION
3737 BRYANT AVENUE SOUTHMINNEAPOLISMN55409N/APCOPERATING$10,000
YALE UNIVERSITY
PO BOX 208239NEW HAVENCT06520N/APCOPERATING$85,000
AMERICAN KIDNEY FUND
900 WALT WHITMAN RDMELVILLENY11747N/APCOPERATING$1,000
CHARTER FOR CHANGE
91 SOUTH 9TH ST SUITE 200MINNEAPOLISMN55410N/APCOPERATING$25,000
COURAGE KENNY FOUNDATION
800 E 28TH STMINNEAPOLISMN55407N/APCOPERATING$5,000
FOUNDATION OF AAO
655 BEACH STREETSAN FRANCISCOCA94109N/APCOPERATING$11,000
FRIENDS OF MOA
11111 NICOLLET MALLMINNEAPOLISMN55403N/APCOPERATING$1,000
MINNEAPOLIS REGIONAL CHAMBER DEVELOPMENT FUND
81 SOUTH 9TH STMINNEAPOLISMN55403N/APCOPERATING$42,500
GUTHRIE THEATRE
818 SOUTH 2ND STMINNEAPOLISMN55415N/APCOPERATING$5,000
HENNEPIN THEATRE TRUST
900 HENNEPIN AVE SOUTHMINNEAPOLISMN55403N/APCOPERATING$2,500
THE CONFERENCE BOARD
845 3RD AVENEW YORKNY100226600N/APCOPERATING$5,000
ELEPHANT AWARE
N/APCOPERATING$1,000CITIZENS AWARE USASIANAKE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$439,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$240,782ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$5,371RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,193,002ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,433,784ExclusionAmt
Related Or Exempt Function Incm$5,371RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,439,155TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,855Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,855DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M COMPANY$577,295$577,295
AMERICAN ELECTRIC POWER CO$604,996$604,996
AT&T INC$494,460$494,460
CROWN CASTLE$260,925$260,925
DISCOVER$676,026$676,026
DOW INC$526,078$526,078
IRON MOUNTAIN$639,734$639,734
JOHNSON & JOHNSON$641,513$641,513
JPMORGAN CHASE$612,815$612,815
KIMBERLY CLARK$641,711$641,711
KRAFT HEINZ CO$574,400$574,400
LYONDELLBASELL$571,826$571,826
MONDELEZ INTERNATIONAL$704,544$704,544
NEWMOUNT CORPORATION$637,256$637,256
NOVARTIS$607,917$607,917
PEPSICO INC$604,511$604,511
TOTAL ENERGIES$474,816$474,816
UNITEDHEALTH GROUP$851,127$851,127
VERIZON COMM$555,972$555,972
WALGREENS$610,272$610,272

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNEURORX, INC.Desc
BOY Book Value$100,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$5,371RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$5,371AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX TIMING DIFFERENCES - OTHER INCREASESDesc
Amt$763,808Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.