MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED (EIN 56-0690140)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349100518
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T06:20:14-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 560690140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY REYNOLDS BABCOCK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3367489222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH ST 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BARKSDALE | PersonNm |
| Person Title | CHIEF FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 3367489222 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | BARKSDALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Preparation | 2022-11-12 | 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 | $253,832,619 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,717,953 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $87,005 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,005 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,994,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,993,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,752,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,216,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,752,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,317,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$265,197 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,868,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,567,809 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $437,239 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,695 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $421,544 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $630,219 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,622 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $607,597 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $343,891 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,344 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $331,547 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,903 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,388 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,515 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,537 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,358 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,710,874 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,314,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $382,878 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,913 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $140 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $3,773 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $700,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $83,450 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,158 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,226 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,322 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $155 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,167 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47,080 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,368 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $44,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,961,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,644,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $317,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,955,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,091,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,245,797 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,331,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,376,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,286,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,091,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,622,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,582,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,476,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,063 | CashBOYAmt |
| Cash EOY | $264,079 | CashEOYAmt |
| Cash EOYFMV | $264,079 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,416,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,388,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,388,811 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,341 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,833 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,341 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,341 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $8,917,953 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $8,917,953 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,917,953 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $99,382 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,494 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,494 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $15,231,703 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,202,831 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,202,831 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $172,390,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $207,225,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $207,225,554 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,173,936 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,130,029 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,130,029 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $660,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,173,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,173,436 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $983,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $536,672 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $474,316 | LandBOYAmt |
| Land EOY | $446,593 | LandEOYAmt |
| Land EOYFMV | $446,593 | LandEOYFMVAmt |
| Other Assets BOY | $7,312,741 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,025,498 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,025,498 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $213,051,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $253,832,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $253,832,619 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $250,080 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $260,583 | AccountsPayableEOYAmt |
| Grants Payable BOY | $74,998 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,998 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $157,420 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $101,955 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $952,769 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,241,223 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,435,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,633,759 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $210,850,304 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $241,807,520 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $766,174 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,391,340 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $211,616,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $252,198,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,051,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $253,832,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $211,616,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,582,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $252,198,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $252,198,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|
| PUBLICLY TRADED | $41,397,823 | $8,973,521 | $8,973,521 | |
| DBL PARTNERS III | $816,567 | $651,404 | $651,404 | P |
| DBL PARTNERS III K-1 SHORT TERM | -$8,123 | -$8,123 | P | |
| GEN GLOBAL K-1 SHORT TERM | $1,449,225 | $1,449,225 | P | |
| GEN GLOBAL K-1 LONG TERM | $8,058,339 | $8,058,339 | P | |
| GEN ASIA K-1 SHORT TERM | $21,710 | $21,710 | P | |
| GEN ASIA K-1 LONG TERM | $119,582 | $119,582 | P | |
| SJF VENTURES IV K-1 LONG TERM | $630,807 | $630,807 | P | |
| ILLUMEN CAPITAL K-1 LONG TERM | $4,757 | $4,757 | P | |
| ALKEON SHORT TERM | $585 | $585 | P | |
| F&C LONG TERM | $1,002,500 | $349,786 | $349,786 | P |
| GEN IM CLIMATE SOLUTIONS FUND | $4,297,141 | $4,297,141 | P | |
| GEN SSF III K-1 LONG TERM | $203,271 | $203,271 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,752,005 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $312,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $312,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $312,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,683 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $155,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $355,683 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $211 | EsPenaltyAmt |
| Overpayment | $43,051 | OverpaymentAmt |
| Applied To ES Tax | $43,051 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MRBF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BARKSDALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367489222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH ST 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| LAVEEDA BATTLE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $3,000 | $0 | $0 |
| CHAD BERRY | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $3,000 | $0 | $0 |
| ASHLEIGH GARDERE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER - VICE PRESIDENT | 2.00 | $2,000 | $0 | $0 |
| MICAH GILMER | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER THROUGH 2/28/21 | 1.00 | $1,000 | $0 | $0 |
| JERRY GONZALEZ | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER -PRESIDENT | 2.00 | $3,000 | $0 | $0 |
| ZACHARY LASSITER | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES MITCHELL | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $3,000 | $0 | $0 |
| HOLT MOUNTCASTLE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KARA MOUNTCASTLE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER - SECRETARY | 2.00 | $0 | $0 | $0 |
| KATHY MOUNTCASTLE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KENNETH MOUNTCASTLE III | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER - TREASURER | 2.00 | $0 | $0 | $0 |
| LAURA MOUNTCASTLE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARY MOUNTCASTLE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KARAMA NEAL | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER THROUGH 3/25/21 | 1.00 | $1,000 | $0 | $0 |
| STEPHANIE TYREE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | BOARD MEMBER | 2.00 | $3,000 | $0 | $0 |
| JUSTIN MAXSON | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | CEO THROUGH 1/22/21 | 40.00 | $16,395 | $2,569 | $75 |
| JENNIFER BARKSDALE | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | CHIEF FINANCE AND OPERATIONS OFFICER | 40.00 | $140,568 | $43,173 | $1,200 |
| ELENA CONLEY | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | CHIEF STRATEGY OFFICER | 40.00 | $131,738 | $26,692 | $1,200 |
| DWAYNE PATTERSON | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | CHIEF EQUITY OFFICER | 40.00 | $129,538 | $46,043 | $1,200 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSANNA HEGNER | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | COMMUNICATIONS OFFIC | 40.00 | $99,178 | $24,506 | $1,200 |
| CHRISTINE MAYERS | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | GRANTS MANAGER | 40.00 | $92,041 | $29,472 | $1,200 |
| SCOTT EDMONDS | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | NETWORK OFFICER | 40.00 | $78,863 | $30,529 | $1,200 |
| ETHAN HAMBLIN | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | NETWORK OFFICER | 40.00 | $85,358 | $21,612 | $1,200 |
| JENNIFER FITZGERALD | ||||||||
| 500 W 5TH ST SUITE 800 | WINSTON SALEM | NC | 27101 | EXECUTIVE ASSISTANT | 40.00 | $61,068 | $24,958 | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | |||||
| 345 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT | $422,687 |
| MICAH GILMER INTERIM CEO | |||||
| 245 NC HIGHWAY 54 EAST SUITE 205 | DURHAM | NC | 27713 | EXECUTIVE SERVICES | $207,851 |
| CANDIDE GROUP LLC | |||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94612 | INVESTMENT MANAGEMENT | $120,584 |
| BROWN SUSTAINABLE | |||||
| 901 SOUTH BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT | $119,038 |
| SAYBROOK CAPITAL | |||||
| 2000 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INVESTMENT MANAGEMENT | $84,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION STAFF TIME AND EXPENSES ON BOARDS, GRANTEE TECHNICAL ASSISTANCE, PARTICIPATION IN FUNDER NETWORKS,PEER ADVICE TO FUNDER COLLEAGUES, PUBLIC POLICY RESEARCH AND PUBLISH RESULTS, PRESENTERS AT CONFERENCES, AND ADVISORY COMMITTEES OF OTHER CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $83,833 | Expenses1Amt |
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 | $215,235,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,742,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,261 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $221,009,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $221,009,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,315,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $217,693,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,884,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,884,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $312,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $312,421 | TotalTaxAmt |
| Distributable Before Adj | $10,572,273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $350,266 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,922,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,922,539 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,622,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,284 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,629,331 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,922,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,001,981 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,235,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,375,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,715,651 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,153,435 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,482,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,629,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,629,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $293,208 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $293,208 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,189,144 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $708,773 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,480,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,235,474 | ExcessFromYear4Amt |
| Excess From Year3 | $3,375,811 | ExcessFromYear3Amt |
| Excess From Year2 | $4,715,651 | ExcessFromYear2Amt |
| Excess From Year1 | $17,153,435 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FOUNDATION WEBSITE WWWMRBFORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 5TH ST STE 800 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367489222 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION DOES NOT ACCEPT PAPER GRANT APPLICATIONS. ALL INFORMATION REGARDING SUBMISSION OF APPLICATIONS INCLUDING THE FORMAT AND ADDITIONAL INFORMATION REQUIRED CAN BE FOUND ON THE FOUNDATION'S WEBSITE "WWW.MRBF.ORG" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION USES A ROLLING APPLICATION PROCESS | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IN SOUTHEAST UNITED STATES NO GRANTS TO INDIVIDUALS OR FOR CONSTRUCTION NO GRANTS FOR INTERNATIONAL PROGRAMS CONCENTRATION IN GRANTS TO ORGANIZATIONS THAT HELP PEOPLE AND PLACES IN THE SOUTHEASTERN U.S. MOVE OUT OF POVERTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR COMMUNITY AND RURAL EDUCATION DBA RURAL COMMUNITY ALLIANCE | |||||||
| 401 S SCOTT STREET SUITE 7 | LITTLE ROCK | AR | 72201 | PC | GENERAL OPERATING | $170,000 | |
| PLANNED PARENTHOOD SOUTHEAST ON BEHALF OF ALABAMA FORWARD | |||||||
| 241 PEACHTREE ST NE SUITE 400 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING | $25,000 | |
| APPALACHIAN VOICES INC | |||||||
| 589 WEST KING STREET | BOONE | NC | 28607 | PC | GENERAL OPERATING | $75,000 | |
| FOUNDATION OF APPALACHIAN KENTUCKY ON BEHALF OF APPALACHIA FUNDERS NETWORK | |||||||
| 433 CHESTNUT STREET | ASHEVILLE | NC | 28803 | PC | GENERAL OPERATING | $30,000 | |
| APPALACHIAN CITIZENS' LAW CENTER | |||||||
| 317 MAIN STREET | WHITESBURG | KY | 41858 | PC | GENERAL OPERATING | $150,000 | |
| APPALSHOP INC | |||||||
| 91 MADISON AVENUE | WHITESBURG | KY | 41858 | PC | GENERAL OPERATING | $150,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE ATLANTA | |||||||
| 5680 OAKBROOK PARKWAY SUITE 148 | NORCROSS | GA | 30093 | PC | PROJECT SUPPORT/REGRANTING | $275,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE ATLANTA | |||||||
| 5680 OAKBROOK PARKWAY SUITE 148 | NORCROSS | GA | 30093 | PC | RAPID RESPONSE/SAFETY SECURITY | $20,000 | |
| ATHENS LAND TRUST INC | |||||||
| 685 N POPE STREET | ATHENS | GA | 30601 | PC | GENERAL OPERATING | $112,500 | |
| BLACK BELT JUSTICE CENTER | |||||||
| PO BOX 2521 | WASHINGTON | DC | 20013 | PC | GENERAL OPERATING | $20,000 | |
| CHARLESTON AREA JUSTICE MINISTRY CAJM | |||||||
| PO BOX 71416 | NORTH CHARLESTON | SC | 29415 | PC | GENERAL OPERATING | $20,000 | |
| COALFIELD DEVELOPMENT CORPORATION | |||||||
| PO BOX 1133 | WAYNE | WV | 25570 | PC | GENERAL OPERATING/DATA RESEARCH | $210,000 | |
| EL PUEBLO INC | |||||||
| 2321 CRABTREE BLVD SUITE 105 | RALEIGH | NC | 27604 | PC | GENERAL OPERATING | $20,000 | |
| FOUNDATION FOR LOUISIANA | |||||||
| 4354 S SHERWOOD FOREST BLVD SUITE | BATON ROUGE | LA | 70816 | PC | HURRICANE IDA | $150,000 | 100 |
| GALEO LATINO COMMUNITY DEVELOPMENT FUND | |||||||
| PO BOX 29506 | ATLANTA | GA | 30359 | SO I | GENERAL OPERATING | $350,000 | |
| HISPANIC INTEREST COALITION OF ALABAMA | |||||||
| PO BOX 190299 | BIRMINGHAM | AL | 35219 | PC | RAPID RESPONSE/SAFETY SECURITY | $20,000 | |
| LOUISIANA BUCKET BRIGADE ON BEHALF OF INCLUSIVE LOUISIANA | |||||||
| 758 NORTH EZIDORE STREET | GRAMERCY | LA | 70052 | PC | HURRICANE IDA | $30,000 | |
| LATINO COMMUNICATIONS | |||||||
| 1805 CLEMSON ROAD 292021 | COLUMBIA | SC | 29229 | PC | RAPID RESPONSE/SAFETY SECURITY | $20,000 | |
| LATINO COMMUNITY FUND INC | |||||||
| PO BOX 3299 | DECATUR | GA | 30031 | PC | GENERAL OPERATING/REGRANTING | $150,000 | |
| LATINO COMMUNITY FUND INC | |||||||
| PO BOX 3299 | DECATUR | GA | 30031 | PC | RAPID RESPONSE/SAFETY SECURITY | $20,000 | |
| LOUISIANA POLICY INSTITUTE FOR CHILDREN | |||||||
| PO BOX 13552 | NEW ORLEANS | LA | 70185 | PC | HURRICANE IDA | $30,000 | |
| METANOIA | |||||||
| 2005 REYNOLDS AVENUE | NORTH CHARLESTON | SC | 29405 | PC | GENERAL OPERATING | $123,750 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI | |||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | PC | GENERAL OPERATING | $400,000 | |
| NEW ORLEANS WORKERS CENTER FOR RACIAL JUSTICE | |||||||
| 3500 CANAL STREET 2ND FLOOR | NEW ORLEANS | LA | 70119 | PC | HURRICANE IDA | $20,000 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT/REGRANTING | $400,000 | 300 |
| NEW VIRGINIA MAJORITY EDUCATION FUND | |||||||
| 3801 MT VERNON AVENUE | ALEXANDRIA | VA | 22305 | PC | GENERAL OPERATING | $140,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | |||||||
| 711 HILLSBOROUGH STREET SUITE 102 | RALEIGH | NC | 27603 | PC | RAPID RESPONSE/SAFETY SECURITY | $20,000 | |
| NORTH CAROLINA BLACK ALLIANCE | |||||||
| 205 FAYETTEVILLE STREET SUITE 220 | RALEIGH | NC | 27601 | PC | GENERAL OPERATING | $100,000 | |
| OPPORTUNITY FINANCE NETWORK | |||||||
| 901 D STREET SW SUITE 1050 | WASHINGTON | DC | 20024 | PC | UPLIFT AMERICA FUND | $1,100,000 | |
| THE ORDINARY PEOPLE SOCIETY | |||||||
| 403 WEST POWELL STREET | DOTHAN | AL | 36303 | PC | PROJECT SUPPORT/REGRANTING | $100,000 | |
| PARTNER COMMUNITY CAPITAL | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | GENERAL OPERATING | $20,000 | |
| PARTNERSHIP FOR SOUTHERN EQUITY | |||||||
| 100 PEACHTREE STREET SUITE 1960 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING | $20,000 | |
| POWER COALITION FOR EQUITY AND JUSTICE | |||||||
| 4930 WASHINGTON AVENUE | NEW ORLEANS | LA | 70125 | PC | GENERAL OPERATING/REGRANTING | $200,000 | |
| POWER COALITION FOR EQUITY AND JUSTICE | |||||||
| 4930 WASHINGTON AVENUE | NEW ORLEANS | LA | 70125 | PC | HURRICANE IDA | $200,000 | |
| EARTH ISLAND INSTITUTE ON BEHALF OF RISE ST JAMES | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | PC | HURRICANE IDA | $30,000 | |
| SOUTH CAROLINA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT | |||||||
| 1 CARRIAGE LANE BUILDING D 2ND | CHARLESTON | SC | 29407 | PC | GENERAL OPERATING/REGRANTING | $400,000 | FLOOR |
| SOUTHEAST IMMIGRANT RIGHTS NETWORK | |||||||
| PO BOX 87119 | COLLEGE PARK | GA | 30337 | PC | GENERAL OPERATING | $225,000 | |
| SOUTHERN COALITION FOR SOCIAL JUSTICE | |||||||
| 1415 WEST HIGHWAY 54 SUITE 101 | DURHAM | NC | 27707 | PC | GENERAL OPERATING/REGRANTING | $800,000 | |
| SOUTHERN PARTNERS FUND INC | |||||||
| 1 BALTIMORE PLACE NW SUITE 150 | ATLANTA | GA | 30308 | PC | GENERAL OPERATING/REGRANTING | $450,000 | |
| SOUTHERN VISION ALLIANCE | |||||||
| PO BOX 51698 | DURHAM | NC | 27717 | PC | GENERAL OPERATING | $20,000 | |
| NEIGHBORHOOD FUNDERS GROUP ON BEHALF OF SOUTHERN WORKERS OPPORTUNITY FUND | |||||||
| 300 FRANK H OGAWA PLAZA 700 | OAKLAND | CA | 94612 | PC | PROJECT SUPPORT | $1,000,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION | |||||||
| 3310 EZELL ROAD | NASHVILLE | TN | 37211 | PC | RAPID RESPONSE | $20,000 | |
| VOICE OF THE EXPERIENCED (VOTE) | |||||||
| PO BOX 13622 | NEW ORLEANS | LA | 70185 | PC | GENERAL OPERATING | $300,000 | |
| VOICE OF THE EXPERIENCED (VOTE) | |||||||
| PO BOX 13623 | NEW ORLEANS | LA | 70185 | PC | HURRICANE IDA | $20,000 | |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY INC | |||||||
| 8 CAPITOL STREET 4TH FLOOR | CHARLESTON | WV | 25301 | PC | GENERAL OPERATING | $200,000 | |
| WOMEN WATCH AFRIKA | |||||||
| PO BOX 208 | AVONDALE ESTATES | GA | 30002 | PC | RAPID RESPONSE/SAFETY SECURITY | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,376,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF APPALACHIAN KENTUCKY ON BEHALF OF APPALACHIA FUNDERS NETWORK | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 CHESTNUT STREET | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,005 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,994,188 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,752,005 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| UNREALIZD GAINS/LOSSES | 14 | $19,549,866 |
| CHANGE IN VALUE OF CRT | 14 | $12,634 |
| SECTION 988 INCOME | 14 | -$266,271 |
| SECTION 1296 INCOME | 14 | $11,311 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,150,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,150,890 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORD FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 EAST 43RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,717,953 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT | CategoryTxt |
| Amt | $50,895 | Amt |
| Net Investment Income | $30,537 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,358 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULTAION SECTION 53.4942(A)-3(D)(2) TO TREAT $7,633,837 OF GRANTS MADE IN 2020 AS A DISTRIBUTION FROM CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME CORPORATE BONDS | BondNm |
| EOY Book Value | $9,130,029 | EOYBookValueAmt |
| EOYFMV | $9,130,029 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SAYBROOK CAPITAL | $12,192,470 | $12,192,470 |
| DANA SOCIALLY RESPONSIBLE EQUITY | $7,837,811 | $7,837,811 |
| BROWN ADVISORY SUSTAINABLE GROWTH | $32,082,992 | $32,082,992 |
| PROFIT IM ESG | $9,307,956 | $9,307,956 |
| FIERA | $12,173,921 | $12,173,921 |
| CARDINAL CAPITAL MANAGEMENT | $10,692,468 | $10,692,468 |
| HARDING LOEVNER | $11,591,366 | $11,591,366 |
| PAX WORLD GLOBAL ENVIROMENTAL MARKETS FUND | $15,547,633 | $15,547,633 |
| BROWN INTERNATIONAL SMALL COMPANY | $4,460,113 | $4,460,113 |
| GENERATION IM GLOBAL EQUITY FUND | $53,475,940 | $53,475,940 |
| GENERATION IM ASIA LP | $1,940,689 | $1,940,689 |
| BMO RESPONSIBLE GLOBAL EMERGING MARKET EQUITY | $4,318,531 | $4,318,531 |
| DBL PARTNERS III LP | $8,820,112 | $8,820,112 |
| DBL PARTNERS IV LP | $2,294,941 | $2,294,941 |
| GENERATION IM CLIMATE SOLUTIONS II | $7,503,487 | $7,503,487 |
| GENERATION IM SUSTAINABLE SOLUTIONS III | $5,583,518 | $5,583,518 |
| SJF VENTURES IV, LP | $3,521,455 | $3,521,455 |
| SJF VENTURES V, LP | $462,583 | $462,583 |
| ILLUMEN CAPITAL, LP | $558,947 | $558,947 |
| ILLUMEN CAPITAL FUND II, LP | $137,071 | $137,071 |
| IMPACT AMERICA FUND II, LP | $562,046 | $562,046 |
| MAC VENTURES CAPITAL 2019, LP | $687,539 | $687,539 |
| ALKEON INNOVATION OFFSHORE FUND II, LP | $898,844 | $898,844 |
| COLLAB FUND I, LLC | $294,429 | $294,429 |
| KAPOR CAPITAL III, LP | $53,347 | $53,347 |
| APIS AND HERITAGE LEGACY FUND I, LLC | $225,345 | $225,345 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,049,885 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,049,885 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,152,946 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,152,946 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANNUITY TRUST | FMV | $673,436 | $673,436 |
| PRIVATE FIXED INCOME | AT COST | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $29,903 | LegalFeesAmt |
| Net Investment Income | $1,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,515 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $7,128,937 | $6,863,743 | $6,863,743 |
| ACCRUED INCOME | $183,804 | $161,755 | $161,755 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM SUPPORT | $20,248 | $0 | $20,248 |
| COMMUNICATIONS / WEB SITE | $7,544 | $0 | $7,544 |
| EQUIPMENT MAINTENANCE | $14,358 | $515 | $13,843 |
| DUES & MEMBERSHIPS | $60,213 | $0 | $60,213 |
| MISCELLANEOUS | $6,450 | $232 | $6,218 |
| INSURANCE | $24,498 | $1,846 | $22,652 |
| BANK AND PAYROLL FEES | $8,813 | $316 | $8,497 |
| TELEPHONE, SUPPLIES, SUBSCRIPTIONS | $4,978 | $179 | $4,799 |
| JANITORIAL | $16,851 | $605 | $16,246 |
| TECH SUPPORT | $129,039 | $2,563 | $126,476 |
| LEARNING AND STRATEGY | $30,500 | $0 | $30,500 |
| UAF | $20 | $0 | $20 |
| EXPENSES ALLOCATED FROM/TO SLP II | $1,635,048 | $1,635,048 | $0 |
| INVESTMENT SYNIDICATION COSTS | $3,363 | $3,363 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $79 | $79 | $79 |
| OTHER K-1 INCOME | $10,073 | -$10,316 | $10,073 |
| UNREALIZD GAINS/LOSSES | $19,549,866 | $19,549,866 | |
| CHANGE IN VALUE OF CRT | $12,634 | $12,634 | |
| SECTION 988 INCOME | -$266,271 | -$266,271 | -$266,271 |
| SECTION 1296 INCOME | $11,311 | $11,311 | $11,311 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $82,336 | $101,073 |
| DEFERRED TAX LIABILITY | $870,433 | $1,140,150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,121,909 | $1,121,909 | $0 |
| VARIOUS SERVICES | $405,394 | $23,516 | $381,878 |
| BOARD CONSULTANTS | $1,000 | $0 | $1,000 |
| INVESTMENT EXPENSES FROM K-1S | $1,182,571 | $1,169,311 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORD FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 EAST 43RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $571,774 | $0 | $0 |
| PAYROLL TAX | $86,557 | $3,107 | $83,450 |
| FOREIGN TAXES | $42,463 | $42,463 | $0 |
Comments