ARTHUR VINING DAVIS FOUNDATION 2: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR VINING DAVIS FOUNDATION 2 (EIN 25-6041850)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202232909349100903
- Schema version
- 2021v4.1
- 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
- Contractor Compensation Expln
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T11:00:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 256041850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR VINING DAVIS FOUNDATION #2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4122340023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122340023 | PhoneNum |
| Signature | 2022-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-10-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,779,866 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $321,816 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $321,816 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,563,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,563,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,717,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,562,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,717,616 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $250,306 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,602,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,853,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $497,814 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $167,940 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $329,874 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $102,483 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,715 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $123,362 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $123,362 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $456,109 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $456,109 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,257 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,028 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,983 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,769 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $21,061 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,649 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $31,649 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,174 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,174 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $60,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163,356 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,425,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,160,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,460,926 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,691,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,886,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,852,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $716,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,518,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,285,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,929,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,929,583 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Prepaid Expenses BOY | $31,165 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,397 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,397 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,745,805 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,421,615 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,421,615 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $77,465,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,488,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,488,504 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,909,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,661,286 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,661,286 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,975,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,154,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,154,135 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $125,504 | OtherAssetsBOYAmt |
| Other Assets EOY | $110,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $110,346 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $108,538,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,779,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,779,866 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,207,631 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,977,342 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $32,432 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,207,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,009,774 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $106,331,272 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $119,770,092 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $106,331,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,770,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,538,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,779,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $106,331,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $716,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,722,506 | OtherIncreasesAmt |
| Subtotal | $119,770,092 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,770,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1. MISC INCOME | PropertyDesc |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $10,562,053 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,844,437 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,717,616 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,717,616 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,717,616 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,276 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,793 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $78,069 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,361 | OverpaymentAmt |
| Applied To ES Tax | $1,361 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.avdf.org | WebsiteAddressTxt |
| Individual With Books | BNY MELLON N A | IndividualWithBooksNm |
| Phone | 4122340023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON N A | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | COPRORATE TRUSTEE | 1 | $258,369 | |
| SERENA DAVIS HALL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | CHAIR | 5 | $0 | |
| JAMES COTE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| HALEY DAVIS MDOLE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| CHRISTOPHER DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| TAMARA DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| JONATHAN DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| SARAH DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| WILLIAM KEE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| DOROTHY DAVIS KEE | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| MAYNARD DAVIS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $0 | |
| DR MICHAEL MURRAY | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | PRESIDENT | 20 | $117,760 | $32,402 |
| TIM MICHEL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TREASURER | 16 | $62,805 | $24,665 |
| ADORA GROSS | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | SECRETARY | 16 | $58,880 | $25,147 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JOHN CHURCHILL | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | DIRECTOR OF PROGRAMS | 20 | $64,768 | $24,531 |
| ANN BRYAN | |||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | SPECIAL PROJECTS MAN | 12 | $34,509 | $15,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUANE MORRIS LLP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191034196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $252,910 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $114,874,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $741,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,616,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,616,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,734,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,881,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,694,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,694,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,708 | TotalTaxAmt |
| Distributable Before Adj | $5,617,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,617,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,617,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,852,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,852,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,617,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,609,421 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,852,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,609,421 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,654 | 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 | $5,374,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR MICHAEL J MURRAY AVD FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 N HIGHWAY A1A SUITE 300 | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9043590670 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD REVIEW THE ADDITIONAL INFORMATION PROVIDED IN THE GRANTS SECTION OF THE FOUNDATION'S WEB PAGE AT S://WWW.AVDF.ORG/GRANTS/GRANTSEEKINGORGANIZATIONS.ASPX. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ADDITIONAL INFORMATION PROVIDED IN THE GRANTS SECTION OF THE FOUNDATION'S WEB PAGE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRED ROGERS PRODUCTIONS | |||||||
| 2100 WHARTON STREET SUITE 700 | PITTBURGH | PA | 15203 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $300,000 |
| INTERFAITH YOUTH CORENEIGHBORLY | |||||||
| 1208 FLAMINGO PKWY | LIBERTYVILLE | IL | 60048 | NONE | PC | INTERFAITH LEADERSHIP AND | $150,000 |
| RARE | |||||||
| 1310 N COURTHOUSE RD | ARLINGTON | VA | 22201 | NONE | PC | ENVIRONMENTAL ENGAGEMENT | $300,000 |
| RITA & ALEX HILLMAN FOUNDATION | |||||||
| 200 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | NONE | PF | PALLIATIVE CARE | $400,000 |
| EL-HIBRI FOUNDATION | |||||||
| 1420 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PF | INTERFAITH LEADERSHIP AND | $75,000 |
| TABLET MAGAZINE | |||||||
| 37 WEST 28TH STREET | NEW YORK | NY | 10001 | NONE | PC | INTERFAITH LEADERSHIP AND | $108,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | PRIVATE HIGHER EDUCATION | $150,000 |
| SEATTLE CHILDREN'S RESEARCH | |||||||
| 1920 TERRY AVE | SEATTLE | WA | 98101 | NONE | PC | PALLIATIVE CARE | $181,211 |
| OPENMIND PLATFORM | |||||||
| 31 E 32ND ST | NEW YORK | NY | 10016 | NONE | PC | PRIVATE HIGHER EDUCATION | $152,587 |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | NONE | PC | PRIVATE HIGHER EDUCATION | $150,000 |
| DUKE UNIVERSITY SCHOOL OF MEDICINE | |||||||
| PO BOX 602651 | CHARLOTTE | NC | 282602651 | NONE | PC | PALLIATIVE CARE | $153,300 |
| BRAVER ANGELS | |||||||
| 733 3RD AVENUE FLOOR 16 | NEW YORK | NY | 10017 | NONE | PC | PRIVATE HIGHER EDUCATION | $281,932 |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PC | INTERFAITH LEADERSHIP AND | $223,965 |
| AQUIFER INC | |||||||
| 21 LAFAYETTE ST | LEBANON | NH | 03766 | NONE | PC | PALLIATIVE CARE | $198,120 |
| THE KUHN FOUNDATION | |||||||
| 723 EUCLID ST | SANTA MONICA | CA | 90402 | NONE | PF | INTERFAITH LEADERSHIP AND | $162,500 |
| CHRISTIANITY TODAY | |||||||
| 465 GUNDERSEN DR | CAROL STREAM | IL | 60188 | NONE | PC | INTERFAITH LEADERSHIP AND | $75,000 |
| BRAIN TUMOR NETWORK | |||||||
| 816 A1A NORTH SUITE 207 | PONTE VEDRA BEACH | FL | 32082 | NONE | PC | MEDICAL - SPECIAL PROJECT | $5,000 |
| BAPTIST MEDICAL CENTER | |||||||
| 841 PRUDENTIAL DR SUITE 1300 | JACKSONVILLE | FL | 32207 | NONE | PC | SPECIAL PROJECT - ALEX'S | $100,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| 635 SCIENCE DRIVE | MADISON | WI | 53711 | NONE | PC | INTERFAITH LEADERSHIP AND | $200,000 |
| HBCU CAREER DEVELOPMENT MARKETPLACE | |||||||
| 3901 CALVERTON BLVD SUITE 435 | BELTSVILLE | MD | 20705 | NONE | PC | PRIVATE HIGHER EDUCATION | $50,000 |
| MINNESOTA PRIVATE COLLEGE FUND | |||||||
| 445 MINNESOTA ST SUITE 500 | ST PAUL | MN | 55101 | NONE | PC | PRIVATE HIGHER EDUCATION | $99,600 |
| INDEPENDENT COLLEGES OF WASHINGTON | |||||||
| 600 STEWART STREET SUITE 600 | SEATTLE | WA | 98101 | NONE | PC | PRIVATE HIGHER EDUCATION | $125,000 |
| BRIJ | |||||||
| 48 MARION ST | MEDFORD | MA | 02155 | NONE | PC | INTERFAITH LEADERSHIP AND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,691,215 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MICHIGAN COMMUNITY COLLEGE FOUNDATI | |||||||
| 110 W MICHIGAN AVE | LANSING | MI | 48933 | NONE | PC | PRIVATE HIGHER EDUCATION | $137,500 |
| MINNESOTA PRIVATE COLLEGE FUND | |||||||
| 445 MINNESOTA ST | ST PAUL | MN | 55101 | NONE | PC | PRIVATE HIGHER EDUCATION | $99,600 |
| OPENMIND PLATFORM | |||||||
| 31 E 32ND ST | NEW YORK | NY | 10016 | NONE | PC | PRIVATE HIGHER EDUCATION | $152,586 |
| FRED ROGERS PRODUCTIONS | |||||||
| 2100 WHARTON STREET | PITTSBURGH | PA | 15203 | NONE | PC | PUBLIC EDUCATIONAL MEDIA | $300,000 |
| BRIJ | |||||||
| 48 MARION ST | MEDFORD | MA | 02155 | NONE | PC | INTERFAITH LEADERSHIP AND | $50,000 |
| CHRISTIANITY TODAY | |||||||
| 465 GUNDERSEN DR | CAROL STREAM | IL | 60188 | NONE | PC | INTERFAITH LEADERSHIP AND | $75,000 |
| THE KUHN FOUNDATION | |||||||
| 723 EUCLID ST | SANTA MONICA | CA | 90402 | NONE | PF | INTERFAITH LEADERSHIP AND | $162,500 |
| SOLUTIONS JOURNALISM NETWORK | |||||||
| 115 E 34TH STREET | NEW YORK | NY | 10156 | NONE | PC | ENVIROMENTAL ENGAGEMENT | $250,000 |
| CENTER TO ADVANCE PALLIATIVE CARE | |||||||
| 55 W 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | PALLIATIVE CARE | $500,156 |
| RITA ALEX HILLMAN FOUNDATION | |||||||
| 200 PARK AVE SOUTH | NEW YORK | NY | 10003 | NONE | PF | PALLIATIVE CARE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,977,342 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,816 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,563,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,717,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI FROM PARTNERS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $22,167 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$22,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22,167 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,580,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,602,773 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $16,285 | Amt |
| Net Investment Income | $3,257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,028 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | DUANE MORRIS LLP | ContractorPersonNm |
| Explanation | LEGAL FEES | ExplanationTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE RITA AND ALEX HILLMAN FOUNDATION | ||||||||||
| 200 PARK AVENUE SOUTH SUITE 1705 | NEW YORK | NY | 10003 | 2021-01-20 | $400,000 | ACTIVITIES FOR "EMERGENT INNOVATIONS: A PHILANTHROPIC PARTNERSHIP TO IMPROVE THE CARE OF THE SERIOUSLY ILL AND THOSE AT THE END OF LIFE | $400,000 | NO | 2/1/2022 | 2022-03-15 |
| THE KUHN FOUNDATION | ||||||||||
| 723 EUCLID ST | SANTA MONICA | CA | 90402 | 2021-09-23 | $162,500 | EASTERN TRADITIONS AND THE BIG QUESTIONS: CLOSER TO TRUTH TV BROADCASTS AND WEB VIDEOS | ||||
| THE EL HIBRI FOUNDATION | ||||||||||
| 1420 16TH STREET NW | WASHINGTON | DC | 20036 | 2020-08-19 | $75,000 | RECOGNIZING NATIONAL LEADERS IN INCLUSION: EL-HIBRI FOUNDATION'S 2021 PEACE AWARDS PROGRAM | $75,000 | NO | 1/12/2021 | 2022-03-10 |
| THE EL-HIBRI FOUNDATION | ||||||||||
| 1420 16TH STREET NW | WASHINGTON | DC | 20036 | 2021-02-25 | $75,000 | RECOGNIZING NATIONAL LEADERS IN INCLUSION: EL-HIBRI FOUNDATION'S 2021 PEACE AWARDS PROGRAM | $75,000 | NO | 2/18/2022 | 2022-03-10 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $6,661,286 | EOYBookValueAmt |
| EOYFMV | $6,661,286 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $88,488,504 | EOYBookValueAmt |
| EOYFMV | $88,488,504 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,421,615 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,421,615 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $14,154,135 | BookValueAmt |
| EOYFMV | $14,154,135 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $456,109 | LegalFeesAmt |
| Disbursements Charitable Prps | $456,109 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $114,128 | $110,346 | $110,346 |
| FEDERAL EXCISE TAX RECEIVABLE | $11,376 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT & MAINTENAN | $2,440 | $0 | $2,440 |
| OFFICE SUPPLIES | $7,140 | $0 | $7,140 |
| INSURANCE EXPENSE | $1,689 | $0 | $1,689 |
| DUES AND SUBSCRIPTIONS | $2,427 | $0 | $2,427 |
| SOFTWARE | $17,619 | $0 | $17,619 |
| PROFESSIONAL DEVELOPMENT | $1,313 | $0 | $1,313 |
| TRUSTEE STRATEGIC PLANNING | $4,200 | $0 | $4,200 |
| ORGANIZATIONAL MEMBERSHIPS | $828 | $0 | $828 |
| POSTAGE | $434 | $0 | $434 |
| WEBSITE | $6,609 | $0 | $6,609 |
| IT SUPPORT | $8,180 | $0 | $8,180 |
| OUTREACH | $1,944 | $0 | $1,944 |
| FROM PARTNERSHIP/S-CORP | $163,356 | $0 | |
| MISCELLANEOUS | $6,082 | $0 | $6,082 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP/S-CORP | Desc |
| Net Investment Income | $250,306 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON SECURITIES | Desc |
| Amt | $12,722,506 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $32,432 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,983 | Amt |
| Disbursements Charitable Prps | $16,983 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE PAYMENTS | $32,900 | $0 | $0 |
| PAYROLL TAXES | $21,061 | $0 | $21,061 |
| FEDERAL EXCISE TAX | $43,808 | $0 | $0 |