POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349100903
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T00:09:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 526037555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | POSN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | nicholas posner | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | nicholas | PersonFirstNm |
| Person Last | posner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
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 | $5,071,180 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,210 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $382,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $691,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,756 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$785 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $537,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $548,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,117 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $708 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $698 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $496 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $496 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,812 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,945 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $401,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,357 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $343,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,028 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $400,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $375,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $400,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $360,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,910,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,011,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,245,384 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $218,768 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,728,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,833,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,071,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,728,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,833,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,728,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,833,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,728,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,833,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,728,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,202 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,833,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,833,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $691,513 | $304,965 | $386,548 | $386,548 |
| Passthrough K1 Capital Gain/(Loss) | $7,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,289 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,289 | SubtotalAmt |
| Tax Based On Investment Income | $7,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11 | OverpaymentAmt |
| Applied To ES Tax | $11 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Diana Erbsen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| James R Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair Emeritus | 2.0 | $3,333 | $0 | $0 |
| Nicholas Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, CFO, Treas | 3.0 | $3,333 | $0 | $0 |
| Jill Prosky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Andrew C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Rachel C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Pres, trustee | 3.0 | $5,000 | $0 | $0 |
| Sarah Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Shelby Lynn Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Robert P Smith II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 2.0 | $3,333 | $0 | $0 |
| Robert P Smith III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| stephanie posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | associate trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CAPITAL SISTERS INTL - IN SUPPORT OF PROVIDING IMPOVERISHED WOMEN ACCESS TO CREDIT FOR INCOME GENERATING ACTIVITIES TO ALLOW THEM TO PROVIDE FOR THEIR FAMILIES AND LIVE IN DIGNITY | Description1Txt |
| Expenses1 | $5,000 | Expenses1Amt |
| Total | $5,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,312,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $555,913 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,076,606 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,076,606 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,000,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,289 | TotalTaxAmt |
| Distributable Before Adj | $242,734 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,734 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,734 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $401,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $5,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $406,910 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,734 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $84,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,944 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $145,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,271 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $520,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,910 | QualifyingDistributionsAmt |
| Applied To Current Year | $242,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,176 | RemainingDistriFromCorpusAmt |
| Total Corpus | $684,407 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,992 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $599,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,944 | ExcessFromYear4Amt |
| Excess From Year3 | $145,170 | ExcessFromYear3Amt |
| Excess From Year2 | $60,271 | ExcessFromYear2Amt |
| Excess From Year1 | $93,854 | ExcessFromYear1Amt |
| Excess From Current Year | $164,176 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (229 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 50 LEGS IN 50 DAYS INC | |||||||
| 100 S BENDER PO BOX 8245 | CLEARWATER | FL | 33758 | N/A | PC | General & Unrestricted | $400 |
| A WIDER CIRCLE INC | |||||||
| 9159 BROOKVILLE RD | SILVERS SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $1,000 |
| ABRAHAM FUND INITIATIVES | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 |
| ADAS CAFE | |||||||
| 839 NORTHAMPTON DR | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $400 |
| ALLGENERATIONS INC | |||||||
| PO BOX 11113 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $180 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC | |||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | N/A | SO I | Tax Assistance Public Service (PSF) Endowment Fund | $2,000 |
| AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANI | |||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE | |||||||
| 426 17TH ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | PC | general operations of the Taub Center, in Jerusalem | $1,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN NATIONAL RED CROSS - NAPA VALLEY | |||||||
| 5297 AERO DR | SANTA ROSA | CA | 95403 | N/A | PC | General & Unrestricted | $400 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $400 |
| ANIMAL HAVEN INC | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $400 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $400 |
| ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY | |||||||
| PO BOX 874611 | TEMPE | AZ | 85287 | N/A | PC | Thunderbird School of Global Management | $500 |
| ASHOKA | |||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 |
| ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE | |||||||
| 50 MORNINGSIDE DR APT 23 | NEW YORK | NY | 10025 | N/A | PC | Subscription to Cross Currents & general support | $225 |
| ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR | |||||||
| 1801 E ST SE | WASHINGTON | DC | 20003 | N/A | PC | K9 Corps | $300 |
| ATLANTA HUMANE SOCIETY & SOCIETY PREVENTION OF CRU | |||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $400 |
| AUTISM SPEAKS | |||||||
| 1060 STATE RD 1446 | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $400 |
| BALLET HISPANICO OF NEW YORK | |||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | Grant as part of Talent & Career Path program, to | $1,000 |
| BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION | |||||||
| PO BOX 784 | BROOKFIELD | CT | 06804 | N/A | PC | General & Unrestricted | $5,000 |
| BEEBE MEDICAL CENTER INC | |||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | PC | General & Unrestricted | $400 |
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $800 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $300 |
| BETA THETA PI FOUNDATION | |||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $400 |
| BETHANY BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 |
| BILL WILSON CENTER | |||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | N/A | PC | General & Unrestricted | $400 |
| BNC ALUMNI ASSOCIATION INC | |||||||
| PO BOX 27041 | BROOKLYN | NY | 11202 | N/A | PC | organizational expenses | $3,000 |
| BRAIN INJURY ASSOCIATION OF MARYLAND INC | |||||||
| 2200 KERNAN DR T810 | GWYNN OAK | MD | 21207 | N/A | PC | General & Unrestricted | $1,000 |
| BREAD FOR THE CITY INC | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| BROADWAY MALL ASSOCIATION INC | |||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $300 |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MS AVE SE STE 101 | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $7,500 |
| CAN MATEO COUNTY FIREFIGHTERS FOUNDATION | |||||||
| 335 CONVENTION WAY UNIT 5 | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| CANDID | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,500 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $500 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| CDF FIREFIGHTERS BENEVOLENT FOUNDATION | |||||||
| 1731 J ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $400 |
| CHABAD OF RANCHO MIRAGE-THE TORAH OASIS | |||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | PC | General & Unrestricted | $400 |
| CHEETAH CONSERVATION FUND | |||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $400 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOSPITAL | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | Talent & Career Pathways and to be structured as Mission-related & Program-related | $10,000 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | Talent & Career Pathways (TCP) program | $5,000 |
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | continuing support for the alignment of values & programs between SPSA and BJ | $360 |
| CITIZENS BUDGET COMMISSION INC | |||||||
| 240 W 35TH ST STE 302 | NEW YORK | NY | 10001 | N/A | PC | encourage CBC analysis and public reports to build citizen awareness about City of New York programs | $200 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,500 |
| CITY OF DREAMS | |||||||
| PO BOX 24037 | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $400 |
| CLEAR GLOBAL INC | |||||||
| 30 MAIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 |
| CLEARWATER MARINE AQUARIUM INC | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | N/A | PC | General & Unrestricted | $400 |
| CODE FOR AMERICA LABS INC | |||||||
| 972 MISSION ST FL 5 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 |
| COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD | |||||||
| 5161 SHERIDAN BLVD | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $400 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 509 W 38TH ST FL 5 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION BNAI JESHURUN | |||||||
| 270 WEST 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $2,000 |
| COURT APPOINTED SPECIAL ADVOCATES INC | |||||||
| 48 WALL ST 11TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $400 |
| COVENANT HOUSE WASHINGTON DC | |||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $1,000 |
| CROWN CENTER | |||||||
| 8350 DELCREST DR | ST LOUIS | MO | 63124 | N/A | PC | General & Unrestricted | $180 |
| DAWNWATCH | |||||||
| 409 CARMINODEL REMEDIO STE G | SANTA BARBARA | CA | 93110 | N/A | PC | General & Unrestricted | $100 |
| DC AFFORDABLE LAW FIRM | |||||||
| 1717 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| DC CENTRAL KITCHEN INC | |||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,500 |
| DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC | |||||||
| 8 COURT ST | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $400 |
| DELIVERING GOOD INC | |||||||
| 266 W 37TH ST 22ND FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 |
| DESIGN TECH HIGH SCHOOL | |||||||
| 275 ORACLE PKWY | REDWOOD CITY | CA | 94065 | N/A | PC | 2021-22 Annual Fund | $500 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $500 |
| DOE FUND INC | |||||||
| 232 EAST 84TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $2,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $3,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | to support your paid internships and to help propagate them to other organizations | $7,000 |
| DRISHA INSTITUTE FOR JEWISH EDUCATION INC | |||||||
| 377 INDEPENDENCE AVE FRONT 1 | BRONX | NY | 10463 | N/A | PC | General & Unrestricted | $300 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 S CHARLES BLVD 1100 | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $500 |
| ECHO HILL CAMPERSHIP FUND | |||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $400 |
| END OF LIFE CHOICES NEW YORK | |||||||
| 244 5TH AVE 2010 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | promote access to and affordability of solar powered devices | $750 |
| FORT VANCOUVER PIPE BAND | |||||||
| 1008 SE 101ST AVE | VANCOUVER | WA | 98664 | N/A | PC | General & Unrestricted | $100 |
| FREE THE OPPRESSED | |||||||
| 10 BOULDER CRESCENT ST STE 300A | COLORADO SPGS | CO | 80903 | N/A | PC | General & Unrestricted | $1,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE 14TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF MOUNT MORIAH CEMETERY INC | |||||||
| PO BOX 5321 | PHILADELPHIA | PA | 19142 | N/A | PC | General & Unrestricted | $400 |
| FRIENDS OF STRAUS PARK INC | |||||||
| PO BOX 2021 | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $360 |
| FRIENDS OF THE SOUTH COASTAL LIBRARY INC | |||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 |
| GENDER SPECTRUM CHARITABLE FUND | |||||||
| 1271 WASHINGTON AVE 834 | SAN LEANDRO | CA | 94577 | N/A | PC | General & Unrestricted | $400 |
| GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC | |||||||
| PO BOX 6074 | CLEARWATER | FL | 33758 | N/A | PC | General & Unrestricted | $250 |
| GIRLS INCORPORATED OF NEW YORK CITY | |||||||
| 120 WALL ST STE 1800 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 |
| GOOD360 | |||||||
| 675 N WASHINGTON ST STE 330 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $400 |
| GRANTMAKERS IN THE ARTS | |||||||
| 522 COURTLANDT AVE | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $250 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $1,000 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $1,800 |
| HADASSAH FOUNDATION INC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard College Fund, Class of 1965 | $500 |
| HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN | |||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $400 |
| HEART AND SOUL CHARITABLE FUND INC | |||||||
| 1157 LEXINGTON AVE | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $360 |
| HOLLINS UNIVERSITY CORPORATION | |||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | General & Unrestricted | $500 |
| HUDSON LINK FOR HIGHER EDUCATION IN | |||||||
| PO BOX 862 | OSSINING | NY | 10562 | N/A | PC | support for strengthening transitional housing and re-entry activities relating to MPS program/Talent & Career pathways | $2,000 |
| HUDSON LINK FOR HIGHER EDUCATION IN | |||||||
| PO BOX 862 | OSSINING | NY | 10562 | N/A | PC | support the Hudson Link program of rehabbing houses for transitional living arrangement for previously incarcerated individuals and related general operating expenses | $1,000 |
| I EARN INC | |||||||
| 475 RIVERSIDE DR 450 | NEW YORK | NY | 10115 | N/A | PC | Talent and Career Pathways | $7,000 |
| I EARN INC | |||||||
| 475 RIVERSIDE DR 450 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,000 |
| IMPACTASSETS INC | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | N/A | PC | Waterequity Global Access Fund Fund | $36,000 |
| IMPACTASSETS INC | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | N/A | PC | Water Equity Fund | $65,000 |
| IN YOUR HANDS INC | |||||||
| 2462 WYANDOTTE ST | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $2,500 |
| INTERNATIONAL ELEPHANT FOUNDATION | |||||||
| PO BOX 366 | AZLE | TX | 76098 | N/A | PC | General & Unrestricted | $400 |
| INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL | |||||||
| 229 WEST 97TH ST SUITE 1B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | to support resettlement of Afghan refugees outside the US and to support general resettlement operations & communities within the US | $5,000 |
| IONA SENIOR SERVICES | |||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,500 |
| ISRAEL SCHOLARSHIP EDUCATION FOUNDATION | |||||||
| 520 8TH AVE 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $180 |
| JEWISH VEG | |||||||
| 9 HAWTHORNE RD | PITTSBURGH | PA | 15221 | N/A | PC | General & Unrestricted | $300 |
| JOSE LIMON DANCE FOUNDATION | |||||||
| 466 W 152ND ST 2ND FL | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $360 |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $300 |
| KENYON COLLEGE | |||||||
| EATON CENTER | GAMBIER | OH | 43022 | N/A | PC | General & Unrestricted | $500 |
| KESHO | |||||||
| 397 PIEDMONT RD | COLUMBUS | OH | 43214 | N/A | PC | Happiness Wambura's Lohada Schools Program Scholarship fund | $400 |
| KOGOOD SCHOOL OF BUSINESS ADMINISTRATION | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | The Stanley I Posner Prize Fund | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $400 |
| LOVE TO LANGA | |||||||
| PO BOX 104 | GLADWYNE | PA | 19035 | N/A | PC | General & Unrestricted | $360 |
| LUBUTO LIBRARY PROJECT INC | |||||||
| 5614 CONNECTICUT AVE NW STE 368 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| LUMIND IDSC FOUNDATION | |||||||
| 20 MALL RD STE 200 | BURLINGTON | MA | 01803 | N/A | PC | General & Unrestricted | $400 |
| MAIN STREET CONNECT INC | |||||||
| 6200 POINDEXTER LN | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $2,000 |
| MANNA INC | |||||||
| 6856 EASTERN AVE NW STE 100 | WASHINGTON | DC | 20012 | N/A | PC | General & Unrestricted | $1,500 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $3,500 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| MILOS DOG RESCUE OF SOUTH FLORIDA INC | |||||||
| 49 N FEDERAL HWY SUITE 141 | POMPANO BEACH | FL | 33062 | N/A | PC | General & Unrestricted | $300 |
| MIRROR STAGE | |||||||
| 5129 2ND AVE NW | SEATTLE | WA | 98107 | N/A | PC | General & Unrestricted | $5,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $400 |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK RD STE 4300 | ELKINS PARK | PA | 19027 | N/A | PC | General & Unrestricted | $1,000 |
| MY NEW RED SHOES | |||||||
| 330 TWIN DOLPHIN DR STE 135 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $400 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 663 13TH ST SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| N STREET VILLAGE INC | |||||||
| 1333 N ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 |
| NAMI SOUTHWEST WASHINGTON | |||||||
| 2500 MAIN ST STE 120 | VANCOUVER | WA | 98660 | N/A | PC | General & Unrestricted | $200 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST STE 501 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM | |||||||
| 4750 N SHERIDAN RD STE 366 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL KIDNEY FOUNDATION INC - NORTH TEXAS CHAPT | |||||||
| 5429 LBJ FREEWAY STE 250 | DALLAS | TX | 75240 | N/A | PC | Charitable Event | $400 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $400 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | programs to involve post-secondary school students in conservation-related internships and career development | $1,000 |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK THEOLOGICAL SEMINARY | |||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $4,000 |
| NORTHERN BEDFORD SCHOOL FOUNDATION INC | |||||||
| 152 NBC DR | LOYSBURG | PA | 16659 | N/A | PC | General & Unrestricted | $1,000 |
| NURU INTERNATIONAL | |||||||
| 5405 ALTON PKWY STE A-474 | IRVINE | CA | 92604 | N/A | PC | General & Unrestricted | $400 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | supplemental grant for benefit of Shoresh, and research of Prof. Dan Ben David | $500 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | Supplemental Grant for general operations of Al Ma | $500 |
| PARTNERSHIP FOR SHELTER ANIMALS NYC FUND | |||||||
| LINDSAY FREDA 186 RIVERSIDE DR | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 |
| PAWS ATLANTA INCORPORATED | |||||||
| 5287 COVINGTON HWY | DECATUR | GA | 30035 | N/A | PC | General & Unrestricted | $400 |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | General & Unrestricted | $400 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 105 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GOV | FOR THE COLORED CONVENTIONS PROJECT | $1,500 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 105 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GOV | COLORED CONVENTIONS PROJECT | $1,500 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | General & Unrestricted | $400 |
| PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT | |||||||
| 320 EAST 43RD ST | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED | |||||||
| ONE HARVARD YARD | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $200 |
| PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS | |||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $400 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $400 |
| PLUMMER YOUTH PROMISE INC | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $500 |
| PROJECT ORBIS INTERNATIONAL INC | |||||||
| 52 VANDERBILT AVE 8TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $400 |
| R & M ROCKIN RESCUES INC | |||||||
| PO BOX 408 | BELLEVILLE | NJ | 07109 | N/A | PC | General & Unrestricted | $400 |
| RADIO BILINGUE INC | |||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | PC | General & Unrestricted | $2,000 |
| RADIO CLUB OF AMERICA INC | |||||||
| 13570 GROVE DR 302 | MAPLE GROVE | MN | 55311 | N/A | PC | General & Unrestricted | $400 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $900 |
| REDWOOD CITY LIBRARY FOUNDATION | |||||||
| 1044 MIDDLEFIELD RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE INC | |||||||
| 3399 BAY RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| RESOURCE AREA FOR TEACHING | |||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $1,500 |
| RETHINK THE CONVERSATION LTD | |||||||
| 45 W 54TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $300 |
| RIVERSIDE PARK CONSERVANCY INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $500 |
| RUBIN MUSEUM OF ART | |||||||
| 150 WEST 17TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $300 |
| RURAL DEVELOPEMENT INSTITUTE | |||||||
| 1424 4TH AVE STE 430 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,000 |
| SAFESPACE CENTER INC | |||||||
| 1155 SAXON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $400 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | Alumnae annual giving for Health Advocacy Program | $500 |
| SAVE THE BAY | |||||||
| 300 FRANK H OGAWA PLAZA STE 280 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $2,500 |
| SEED SAVERS EXCHANGE INC | |||||||
| 3094 N WINN RD | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $400 |
| SHAKESPEARE THEATRE | |||||||
| 516 8TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,800 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,000 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | Supervia Endowed Chair | $5,000 |
| SMALL FRIENDS ON NANTUCKET INC | |||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | General & Unrestricted | $180 |
| SOCIAL & ECONOMIC ACTION FOR LEBANON INC | |||||||
| 525 PARK AVE STE 5N | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $400 |
| SOCIETY FOR THE ADVANCEMENT OF JUDAISM | |||||||
| 15 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| SOME INC | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHWEST WASHINGTON LLAMA ASSOCIAT ION | |||||||
| 20719 NE 68TH ST | VANCOUVER | WA | 98682 | N/A | PC | General & Unrestricted | $100 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $400 |
| ST MARKS CHURCH IN THE BOWERY | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | Collaboration between St. Mark's & The Redemption Center for re-entry services for formerly incarcerated individuals | $1,000 |
| STORAHTELLING LAB SHUL INC | |||||||
| 131 VARICK ST STE 921 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| SUNFLOWER BAKERY INC | |||||||
| 5951 HALPINE RD | ROCKVILLE | MD | 20851 | N/A | PC | General & Unrestricted | $2,000 |
| SUTTER BAY MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| TECH IMPACT | |||||||
| 417 N 8TH ST STE 203 | PHILADELPHIA | PA | 19123 | N/A | PC | to support training and professional development | $700 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | N/A | PC | School of Public Health Scholarship Fund | $500 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | The Justice Circle | $1,000 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $400 |
| THE PETEY GREENE PROGRAM INC | |||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $400 |
| THE ROBERT GIARD FOUNDATION | |||||||
| OLD CHELSEA STA PO BOX 25 | NEW YORK | NY | 10113 | N/A | PC | General & Unrestricted | $2,000 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | to support the Responsa opinions of Rabbi Golinken | $1,000 |
| THE SHEPHERDS TABLE INC | |||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $500 |
| THE TOMORROW FUND | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $400 |
| THE WRITING REVOLUTION INC | |||||||
| 22 CORTLANDT ST FL 33 | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $1,000 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $400 |
| TRUSTEES OF AMHERST COLLEGE | |||||||
| 220 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $800 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | Graduate alumni Annual Giving | $800 |
| U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED METHODIST CHURCH & ITS AFFILIATED ORGANIZAT | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $400 |
| UNITED POULTRY CONCERNS INC | |||||||
| PO BOX 150 | MACHIPONGO | VA | 23405 | N/A | PC | General & Unrestricted | $400 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Honors Program Scholarship Fund | $500 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | N/A | PC | General & Unrestricted | $1,000 |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLZ SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $3,000 |
| VANCOUVER AFFORDABLE HOUSING NONPROFIT | |||||||
| 2500 MAIN ST | VANCOUVER | WA | 98660 | N/A | PC | General & Unrestricted | $400 |
| VANCOUVER FARMERS MARKET FOUNDATION | |||||||
| PO BOX 61638 | VANCOUVER | WA | 98666 | N/A | PC | General & Unrestricted | $400 |
| VILLAGE HARVEST CORPORATION | |||||||
| PO BOX 9231 | SAN JOSE | CA | 95157 | N/A | PC | General & Unrestricted | $400 |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | N/A | PC | Support for continuing education and professional development efforts toward retention of exceptional teachers | $3,600 |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | |||||||
| 1100 NEW JERSEY AVE SE STE 710 | WASHINGTON | DC | 20003 | N/A | PC | Local program support in the DC area | $750 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,500 |
| WEST SIDE HATZOLOH | |||||||
| C/O THE JEWISH CENTER131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| WHIS-PURR RESCUE | |||||||
| 346 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $400 |
| WHITMAN-WALKER CLINIC INC | |||||||
| 1377 R ST NW STE 200 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $400 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $400 |
| WILD BIRD FUND INC | |||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $400 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 2450 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 |
| YOUNG ADULT INSTITUTE INC | |||||||
| 220 EAST 42ND ST 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| YOUTH OPPORTUNITIES UNLIMITED INC | |||||||
| 224 BROCK AVE | NEW BEDFORD | MA | 02744 | N/A | PC | General & Unrestricted | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,965 | TotalGrantOrContriPdDurYrAmt |
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 | $69 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,184 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $382,553 | 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 (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$2,116 | 14 | $4,066 |
| FOREIGN CURRENCY LOSS | 01 | -$10,928 | ||
| INTEREST INCOME FROM NOTES | 14 | $6,032 | ||
| CREDIT CARD POINTS INCOME | 01 | $45 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,107 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $538,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,914 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | line 6a | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $382,553 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $9 TOTAL PART I, LINE 6A: $382,562 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $691,513 BOOK BASIS: $316,168 NET GAIN/(LOSS): $375,345 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $7,208 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB INTL STRATEGIC EQUITIES POR | $175,127 | $236,779 |
| AB SELECT US EQUITY PORTFOLIO | $136,481 | $168,564 |
| ABBOTT LABS | $19,913 | $112,592 |
| ABBVIE INC | $12,511 | $20,310 |
| ACCO BRANDS CORPORATION | $9,982 | $9,912 |
| ALLIANCE BERNSTEIN VALUE FUND | $93,699 | $127,566 |
| ALLIANCEBERN DISCOVERY GROWTH | $44,994 | $60,066 |
| ALLIANCEBERN DISCOVERY VALUE F | $55,831 | $73,166 |
| ALLIANCEBERN GLOBAL BOND ADV | $139,143 | $137,330 |
| ALLIANCEBERN HIGH INCOME ADVIS | $145,652 | $133,651 |
| ALLIANCEBERNSTEIN CONCENTRATED | $65,291 | $125,325 |
| ALLIANCEBERNSTEIN REAL RETURN | $89,781 | $83,659 |
| ALLY FINANCIAL INC | $20,096 | $29,756 |
| AMAZON COM | $15,654 | $16,672 |
| AMERICAN INVESTMENT CO OF AMER | $83,172 | $226,585 |
| AMGEN INC | $12,550 | $12,373 |
| APPLE INC | $8,990 | $13,318 |
| AT&T, INC | $10,809 | $9,840 |
| BANK OF NOVA SCOTIA | $26,627 | $35,845 |
| BERNSTEIN EMERGING MARKETS | $47,716 | $52,942 |
| BERNSTEIN INTERMEDIATE DURATIO | $250,832 | $243,688 |
| BRISTOL-MYERS SQUIBB CO | $18,151 | $18,705 |
| CHEVRON CORP | $11,546 | $12,909 |
| COMCAST CORP | $21,512 | $25,165 |
| CONSTELLATION BRANDS INC | $13,362 | $15,058 |
| CVS CAREMARK CORP | $21,744 | $36,106 |
| DISCOVERY INC (FORMERLY DISC C | $8,470 | $6,870 |
| DOMINION ENERGY INC | $59,684 | $78,560 |
| DOUBLELINE YIELD OPPORTUNITIES | $17,154 | $18,700 |
| DOW INC | $19,679 | $28,360 |
| ECOFIN SUSTAINABLE AND SOCIAL | $14,750 | $14,640 |
| EXXON MOBIL CORP | $653 | $30,595 |
| GABELLI DIVIDEND & INCOME TRUS | $24,129 | $35,100 |
| GAMING AND LEISURE PROPERTIES, | $16,967 | $19,464 |
| GILEAD SCIENCES INC | $19,587 | $21,783 |
| GOLDMAN SACHS BDC INC | $19,435 | $19,160 |
| GSK PLC | $43,789 | $44,100 |
| INTEL CORP | $30,099 | $82,400 |
| INTERNATIONAL BUSINESS MACHINE | $7,269 | $66,830 |
| ISHARES IBOXX $ INVESTMENT GRA | $8,893 | $9,541 |
| ISHARES JP MORGAN USD EM MKTS | $11,461 | $11,015 |
| IVY SCIENCE AND TECHNOLOGY | $54,503 | $141,489 |
| JOHNSON & JOHNSON | $14,900 | $136,856 |
| KIMBERLY CLARK CORP | $75,543 | $92,898 |
| NATIONAL RETAIL PROPERTIES INC | $34,159 | $48,070 |
| NORTHROP GRUMMAN CORP | $24,502 | $30,966 |
| NOVARTIS AG ADR | $29,325 | $52,482 |
| PEPSICO INC | $59,706 | $105,921 |
| PROCTER GAMBLE CO | $8,211 | $16,358 |
| RAYTHEON TECHNOLOGIES CORP | $11,473 | $17,212 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $64,461 | $43,350 |
| SALESFORCE.COM | $21,969 | $25,413 |
| SANFORD C BERNSTEIN FD, INC OV | $264,789 | $308,367 |
| SANFORD C. BERNSTEIN FD, INC. | $67,315 | $67,207 |
| SCHNEIDER NATIONAL INC | $13,210 | $16,146 |
| SONOSITE, INC. | $10,402 | $8,940 |
| STARWOOD PROPERTY TRUST INC | $9,948 | $9,720 |
| UNILEVER PLC AMER | $75,077 | $95,598 |
| UNION PACIFIC | $1,086 | $75,579 |
| VANGUARD DIVIDEND APPRECIATION | $23,046 | $40,087 |
| VANGUARD FTSE DEVELOPED MARKET | $24,533 | $30,125 |
| VANGUARD FTSE EMERGING MARKETS | $38,422 | $45,617 |
| VANGUARD HIGH DIV YIELD | $9,237 | $11,777 |
| VANGUARD INTERMEDIATE-TERM COR | $8,085 | $8,398 |
| VANGUARD INTERNATIONAL GROWTH | $26,227 | $35,287 |
| VANGUARD S&P 500 ETF | $40,357 | $60,187 |
| VANGUARD SF REIT ETF | $36,501 | $50,433 |
| VANGUARD TOTAL INTL BD IDX ETF | $7,482 | $7,547 |
| VANGUARD TOTAL STOCK MARKET ET | $19,102 | $36,940 |
| VERIZON COMMUNICATIONS | $54,226 | $70,146 |
| VMWARE INC | $18,086 | $15,644 |
| WILLIAMS COS | $12,382 | $15,624 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADV INV 2020 - SLP VI (T | $27,546 | $33,504 |
| BROWN ADV PRIVATE EQ PTNS VII | $32,145 | $51,648 |
| BROWN ADV PRIVATE INC PTNS I T | $38,921 | $37,533 |
| BROWN ADV PRVT EQ PTNS VIII QP | $32,526 | $47,034 |
| BROWN ADVISORY INVESTORS 2020- | $24,820 | $24,893 |
| ENTERPRISE PRODUCTS PARTNERS L | $19,177 | $24,156 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI - CAPITAL SISTERS INTL | $5,000 | $5,000 |
| PRI - CHILDRENS THEATRE LOAN | $38,000 | $38,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,297 | $22,297 | |
| Bank Charges | $1,391 | $1,391 | |
| Computers/Electronic Devices | $1,210 | $1,210 | |
| K-1 Exp BROWN ADV INV 2020 - S | $1,057 | $1,057 | |
| K-1 Exp BROWN ADV PRIVATE EQ P | $1,215 | $1,213 | |
| K-1 Exp BROWN ADV PRIVATE INC | $486 | $486 | |
| K-1 Exp BROWN ADV PRVT EQ PTNS | $2,286 | $2,234 | |
| K-1 Exp BROWN ADVISORY INVESTO | $1,430 | $1,430 | |
| K-1 Exp ENTERPRISE PRODUCTS PA | $2 | $1 | |
| Postage/Delivery Service | $408 | $408 | |
| INDEMNIFICATION INSURANCE | $568 | $568 | |
| Website Hosting/Support | $269 | $269 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLLP | $22 | $22 |
| K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLLP | -$121 | -$55 |
| K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP | $4,426 | $4,158 |
| K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP | -$239 | $21 |
| K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL ALP | -$19 | |
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | -$2,119 | -$80 |
| Foreign Currency Loss | -$10,928 | -$10,928 |
| Interest Income from Notes | $6,032 | $6,032 |
| credit card points income | $45 | $45 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Loan MaturityLoanMaturityDt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| IMPACT ASSETS (BETHESDA MARYLAND) | |||||||||
| $50,000 | $50,000 | 2016-12 | INTEREST RATE COMPUTED ANNUALLY | 4. | NONE | INVESTMENT | CASH CASH CASH CASH CASH | ||
| ROOT CAPITAL INC | |||||||||
| $125,000 | 2013-12 | INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY | 2.75 | NONE | INVESTMENT | CASH CASH CASH CASH CASH | 2023-12 | ||
| THE CONTACT FUND LLC | |||||||||
| $75,000 | $125,000 | 2018-10 | INTEREST ANNUALLY; PRINCIPAL UPON MATURITY | 2. | NONE | INVESTMENT | CASH CASH CASH CASH CASH | 2022-09 | |
| HEALTH INFORMATION SYSTEMS PROGRAMS SA | |||||||||
| $100,000 | $0 | 2021-12 | INTEREST QUARTERLY; PRINCIPAL UPON MATURITY | 7.5 | NONE | INVESTMENT | CASH CASH CASH CASH CASH | 2020-12 | |
| GLOBAL SUN PARTNERS | |||||||||
| $100,000 | $100,000 | 2010-11 | INTEREST QUARTERLY; PRINCIPAL UPON MATURITY | 8. | NONE | SOLAR ENERGY PROJECT | CASH CASH CASH CASH CASH | 2018-12 | $60,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,117 | Amt |
| Net Investment Income | $16,117 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $3,000 | |
| 990-PF Extension for 2020 | $2,320 | |
| Foreign Tax Paid | $708 | $708 |
Comments