The Bay and Paul Foundations Inc: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- The Bay and Paul Foundations Inc (EIN 13-1991717)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233209349100813
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T23:36:31-06:00 | 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 | 131991717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bay and Paul Foundations Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE BAY AND PAUL FOUNDATIONS | InCareOfNm |
| Business Name Control | BAYA | 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 | Marilyn Reznick | PersonNm |
| Person Title | Chair | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marilyn | PersonFirstNm |
| Person Last | Reznick | 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 | $33,659,644 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,741 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,741 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $544,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,094,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $544,322 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,537 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,537 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $890,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $890,121 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $273,430 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,672 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $259,759 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $77,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,868 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,493 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,112 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,112 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,990 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,173 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,010 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $36,255 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,813 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,442 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $724 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $36 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $688 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $118 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $6 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $112 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $668,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $537,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,963,576 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,690,892 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,632,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,228,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,742,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $763,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,802,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,056,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,056,718 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,876 | AcctRcvblAmt |
| Acct Rcvbl BOY | $108,393 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,876 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,876 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $108,402 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,926 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,926 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,227,635 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,409,540 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,409,540 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,991,973 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $7,863,597 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,162,709 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,162,709 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,875 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,875 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,875 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,107,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,659,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,659,644 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $52,053 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,820 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,598,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,870,984 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $14,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $2,664,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,923,804 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,442,919 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,735,840 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,442,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,735,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,107,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,659,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,442,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,742,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,674 | OtherIncreasesAmt |
| Subtotal | $25,729,330 | SubtotalAmt |
| Other Decreases | $993,490 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,735,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $15,094,060 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,549,738 | CostOrOtherBasisAmt |
| Gain Or Loss | $544,322 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $544,322 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $544,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,619 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,619 | SubtotalAmt |
| Tax Based On Investment Income | $10,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,461 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,661 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,042 | OverpaymentAmt |
| Applied To ES Tax | $2,042 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BAYANDPAULFOUNDATIONS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAY AND PAUL FOUNDATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 COURT STREET BOX 187 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Rebecca Adamson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| David Bury | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| Kenneth D Hurwitz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 2.0 | $0 | $0 | $0 |
| Marilyn Reznick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chair | 2.0 | $0 | $0 | $0 |
| William E Terry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| Gail Stone | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | CORP COUNS/EXEC DIR | 30.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GAIL STONE | ||||||||
| 165 COURT STREET 187 | BROOKLYN | NY | 11201 | CORP COUNS/EXEC DIR | 30.0 | $171,189 | $31,670 | |
| KHALIF WILLIAMS | ||||||||
| 165 COURT STREET 187 | BROOKLYN | NY | 11201 | PROGRAM DIRECTOR | 32.0 | $102,241 | $8,206 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC Wealth Management | |||||
| 1211 6th Ave 3300 | NEW YORK | NY | 10036 | Investment Mgmt | $90,095 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $89,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,289,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,472,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,761,823 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,761,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $596,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,165,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,958,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,958,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,619 | TotalTaxAmt |
| Distributable Before Adj | $1,947,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,674 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,962,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,962,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,228,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,228,483 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,962,325 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,411,232 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,168,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,331,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,847,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,259,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,018,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,228,483 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,962,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,266,158 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,284,597 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,411,232 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,873,365 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,168,088 | ExcessFromYear4Amt |
| Excess From Year3 | $3,331,619 | ExcessFromYear3Amt |
| Excess From Year2 | $3,847,779 | ExcessFromYear2Amt |
| Excess From Year1 | $7,259,721 | ExcessFromYear1Amt |
| Excess From Current Year | $10,266,158 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (154 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABENAKI CIRCLE OF COURAGE | ||||||||||||
| 65 CANADA ST STE RM 3 | SWANTON | VT | 05488 | N/A | PC | Program Support for the Circle of Courage After School Program | $5,000 | |||||
| AFFILIATED TRIBES OF NORTHWEST INDIANS | ||||||||||||
| 6636 NE SANDY BLVD | PORTLAND | OR | 97213 | N/A | PC | to support annual National and International Tribal Climate Adaptation Planning Camps | $278,721 | |||||
| ALLIED MEDIA PROJECTS INC | ||||||||||||
| 4126 3RD ST | DETROIT | MI | 48201 | N/A | PC | General Operations for People In Education | $45,000 | |||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK | ||||||||||||
| 360 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General Operating Support | $500 | |||||
| AMERICAN INDIAN HIGHER EDUCATION CONSORTIUM | ||||||||||||
| 121 ORONOCO ST | ALEXANDRIA | VA | 22314 | N/A | PC | Summer Internship Program | $300,000 | |||||
| ASSOCIATION SHERPA | ||||||||||||
| N/A | PC | General Operating Support | $100,000 | 94 RUE SAINT LAZARE | PARIS | FR | 75009 | |||||
| BETHANY COLLEGE | ||||||||||||
| 31 E CAMPUS DR | BETHANY | WV | 26032 | N/A | PC | Larry Grimes Annual Lecture Series Fund and General Operating Support | $3,500 | |||||
| BIG PICTURE COMPANY INC | ||||||||||||
| 325 PUBLIC ST | PROVIDENCE | RI | 02905 | N/A | PC | Program Support: Transforming PreK-12 Learning Practices in Vermont | $50,000 | |||||
| BLOOMAGAINBKLYN | ||||||||||||
| 495 HENRY ST STE 255 | BROOKLYN | NY | 11231 | N/A | PC | General & Unrestricted | $5,000 | |||||
| BLOOMINGDALE SCHOOL OF MUSIC INC | ||||||||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | To support preparation for and development of a Strategic Plan and the subsequent implementation of the Plan | $97,000 | |||||
| BLOOMINGDALE SCHOOL OF MUSIC INC | ||||||||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | BSM Major Donor Program | $30,000 | |||||
| BOGGS EDUCATIONAL CENTER PROJECT TEAM | ||||||||||||
| 7600 GOETHE ST | DETROIT | MI | 48214 | N/A | PC | Community Teachers Program | $25,000 | |||||
| BROOKLYN COLLEGE FOUNDATION INC | ||||||||||||
| 2900 BEDFORD AVE INGERSOLL HALL | BROOKLYN | NY | 11210 | N/A | PC | Corinne Steel Award for Outstanding English Honors Thesis | $3,000 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | COVID Response Fund | $1,000 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | General Operating Support | $1,000 | |||||
| BROOKLYN FILMSHOP INC | ||||||||||||
| 104 SULLIVAN ST 14 | NEW YORK | NY | 10012 | N/A | PC | In support of the Filmshop Exhibition | $3,000 | |||||
| BURLINGTON CITY ARTS FOUNDATION INC | ||||||||||||
| 135 CHURCH ST | BURLINGTON | VT | 05401 | N/A | PC | General Operating Support | $5,000 | |||||
| BURLINGTON SCHOOL DISTRICT | ||||||||||||
| 150 COLCHESTER AVE | BURLINGTON | VT | 05401 | N/A | GOV | Leading With Equity Toward Deeper Learning | $20,000 | |||||
| BURLINGTON SCHOOLS FOUNDATION | ||||||||||||
| PO BOX 3307 | BURLINGTON | VT | 05408 | N/A | PC | program support for the third year of the Burlington City and Lake Semester Program (BCL) | $20,000 | |||||
| CALVARY HOSPITAL INC | ||||||||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | Hospice Care | $500 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $7,000 | |||||
| CELLOBELLO INC | ||||||||||||
| 192 PURITAN RD | SWAMPSCOTT | MA | 01907 | N/A | PC | Administrative Leadership Restructuring | $20,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||||||
| 199 WATER ST 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CINTOC | ||||||||||||
| 4528 VAN NESS ST NW | WASHINGTON | DC | 20016 | N/A | PC | General Operating Support | $100,000 | |||||
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | ||||||||||||
| 1331 F ST NW STE 900 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $200,000 | |||||
| CLARION CONCERTS IN COLUMBIA COUNTY | ||||||||||||
| PO BOX 43 | COPAKE | NY | 12516 | N/A | PC | For the project with music teachers in Hudson Public Schools and music students and professors at Bard College for creation of a partnership to support additional music education in the public schools. | $2,500 | |||||
| CLASSICAL THEATRE OF HARLEM | ||||||||||||
| 566 WEST 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $10,000 | |||||
| CLEMMONS FAMILY FARM | ||||||||||||
| 2213 GREENBUSH RD | CHARLOTTE | VT | 05445 | N/A | PC | to support expansion of the Windows to a Multicultural World program in Vermont | $135,000 | |||||
| COALITION FOR GREEN CAPITAL | ||||||||||||
| 1201 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $200,000 | |||||
| COMMUNITY ENGAGEMENT LAB INC | ||||||||||||
| 41 SUMMER ST | MONTPELIER | VT | 05602 | N/A | PC | General Operating Support | $30,000 | |||||
| CONFLICT AWARENESS PROJECT | ||||||||||||
| PO BOX 68 | HARTFIELD | VA | 23071 | N/A | PC | General Operating Support | $50,000 | |||||
| COOL CULTURE INC | ||||||||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | N/A | PC | to support implementation of its three-year capacity building initiative to deepen program impact and further incorporate Social Justice Core Values throughout the organization | $250,000 | |||||
| COOL CULTURE INC | ||||||||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | N/A | PC | General Operating Support | $30,000 | |||||
| CSC REPERTORY LTD | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | General Operating Support | $12,000 | |||||
| CSC REPERTORY LTD | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CULTURAL SURVIVAL INC | ||||||||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | N/A | PC | General Operations & Advocacy Program Support | $250,000 | |||||
| DYNAMIC WOMEN OF PURPOSE INC | ||||||||||||
| 13069 224TH ST | LAURELTON | NY | 11413 | N/A | PC | General & Unrestricted | $500 | |||||
| EARTHWALK VERMONT INC | ||||||||||||
| PO BOX 21 | PLAINFIELD | VT | 05667 | N/A | PC | General Operations | $5,000 | |||||
| EARTHWATCH INSTITUTE INC | ||||||||||||
| 1380 SOLDIERS FIELD RD STE 2700 | BRIGHTON | MA | 02135 | N/A | PC | Girls in Science Program | $25,000 | |||||
| EARTHWATCH INSTITUTE INC | ||||||||||||
| 1380 SOLDIERS FIELD RD STE 2700 | BRIGHTON | MA | 02135 | N/A | PC | Girls in Science program | $25,000 | |||||
| EASTERN MICHIGAN UNIVERSITY FOUNDATION | ||||||||||||
| 850 W CROSS ST | YPSILANTI | MI | 48197 | N/A | PC | SEMIS Coalition | $20,000 | |||||
| EDUCATIONAL RESULTS PARTNERSHIP | ||||||||||||
| 428 J ST STE 320 | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $25,000 | |||||
| FACING HISTORY AND OURSELVES INC | ||||||||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | N/A | PC | to update its online course, Foundations, and to create and deliver a new self-paced online course, Centering Equity in Our Classrooms and Schools | $125,000 | |||||
| FIRST LOOK MEDIA WORKS INC | ||||||||||||
| 114 5TH AVE | NEW YORK | NY | 10011 | N/A | PC | Press Freedom Defense Fund | $50,000 | |||||
| FIRST PEOPLES CONSERVATION COUNCIL OF LOUISIANA | ||||||||||||
| 3731 OAK POINTE RD | MONTEGUT | LA | 70377 | N/A | PC | To support FPCCL's project involving tribal youth working with leaders to identify and document compromised sacred sites and obstructions to cultural practice | $15,000 | |||||
| FIRST PEOPLES FUND | ||||||||||||
| PO BOX 2977 | RAPID CITY | SD | 57709 | N/A | PC | General Operating Support | $250,000 | |||||
| FLOW OF HISTORY INC | ||||||||||||
| 729 UNION VILLAGE RD | NORWICH | VT | 05055 | N/A | PC | Teaching about Slavery and its Legacies in Vermont and New Hampshire | $15,000 | |||||
| FLYNN CENTER FOR THE PERFORMING ARTS LTD | ||||||||||||
| 153 MAIN ST | BURLINGTON | VT | 05401 | N/A | PC | Program Support for Flynn Initiatives for Access, Diversity, Equity, And Inclusion; Innovation; Creative Chair | $50,000 | |||||
| FRIENDS OF THE BRATTLEBORO MUSIC CENTER INC | ||||||||||||
| 72 BLANCHE MOYSE WAY | BRATTLEBORO | VT | 05301 | N/A | PC | General Operating Support/Capacity Building | $20,000 | |||||
| GATEWAYS MUSIC FESTIVAL INC | ||||||||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | N/A | PC | to support its 2022 Carnegie Hall Performance and related appearances in New York City and for general operations | $300,000 | |||||
| GATEWAYS MUSIC FESTIVAL INC | ||||||||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | N/A | PC | To support the April 2022 Carnegie Hall Concert | $20,000 | |||||
| GENERATOR INC | ||||||||||||
| 40 SEARS LN | BURLINGTON | VT | 05401 | N/A | PC | Workplace Development Initiative | $100,000 | |||||
| GENERATOR INC | ||||||||||||
| 40 SEARS LN | BURLINGTON | VT | 05401 | N/A | PC | Program support for two youth programs: 1) Generator Maker Mentors, 2) Generator Design Lab | $20,000 | |||||
| GINA GIBNEY DANCE INC | ||||||||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | Moving Toward Justice (MTJ) | $225,000 | |||||
| GLOBAL INVESTIGATIVE JOURNALISM NETWORK | ||||||||||||
| 9404 CROSBY RD | SILVER SPRING | MD | 20910 | N/A | PC | to support translation services for the 12th Global Investigative Journalism Conference, including interpreting, translating, coordinating, and administrative support during the conference dates of November 1-5, 2021, and for a follow-up period through June 30, 2022. | $100,000 | |||||
| GLOBAL INVESTIGATIVE JOURNALISM NETWORK | ||||||||||||
| 9404 CROSBY RD | SILVER SPRING | MD | 20910 | N/A | PC | General Operating Support | $250,000 | |||||
| GOOD PEOPLE FUND INC | ||||||||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | N/A | PC | General Operating Support | $1,500 | |||||
| GOOD PEOPLE FUND INC | ||||||||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | N/A | PC | General & Unrestricted | $1,500 | |||||
| GOVERNORS INSTITUTES OF VERMONT | ||||||||||||
| 20 W CANAL ST STE C5 | WINOOSKI | VT | 05404 | N/A | PC | General Operating Support | $10,000 | |||||
| HASKELL FOUNDATION | ||||||||||||
| 155 INDIAN AVE | LAWRENCE | KS | 66046 | N/A | PC | Haskell Indigenous Peoples Climate Change Working Group Elementary science curriculum project | $15,000 | |||||
| HOUSE OF HOPE MINISTRY INC | ||||||||||||
| 2332 BEATTIES FORD RD | CHARLOTTE | NC | 28216 | N/A | PC | General & Unrestricted | $10,000 | |||||
| HUI ALOHA AINA MOMONA | ||||||||||||
| 47-540 AHUIMANU RD | KANEOHE | HI | 96744 | N/A | PC | Ulu ka Honua | $15,000 | |||||
| INCLUSIVE ARTS VERMONT INC | ||||||||||||
| 21 CARMICHAEL ST STE 206 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Program Support: Collaborative Integrated Arts Residencies | $7,500 | |||||
| INDIAN LAW RESOURCE CENTER | ||||||||||||
| 602 N EWING ST | HELENA | MT | 59601 | N/A | PC | General Operating Support | $450,000 | |||||
| INDIJ PUBLIC MEDIA | ||||||||||||
| PO BOX 929 | PHOENIX | AZ | 85001 | N/A | PC | to launch its Indigenous Economics Project | $300,000 | |||||
| INSTITUTE FOR DEMOCRATIC EDUCATION IN AMERICA | ||||||||||||
| 2008 W RIDGEWAY ST | JACKSON | MS | 39213 | N/A | PC | General Operating Support | $150,000 | |||||
| INTERNATIONAL CONSORTIUM OF INVESTIGATIVE JOURNALI | ||||||||||||
| 1710 RHODE ISLAND AVE NW 11TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $100,000 | |||||
| INTERNATIONAL INDIAN TREATY COUNCIL INC | ||||||||||||
| 100 E AJO WAY | TUCSON | AZ | 85713 | N/A | PC | To continue its leadership efforts to ensure the inclusion of Indigenous peoples' rights in the 30X30 Plan | $190,000 | |||||
| JANET S MUNT FAMILY ROOM | ||||||||||||
| 20 ALLEN ST | BURLINGTON | VT | 05401 | N/A | PC | General operating support, COVID relief | $5,000 | |||||
| JANET S MUNT FAMILY ROOM | ||||||||||||
| 20 ALLEN ST | BURLINGTON | VT | 05401 | N/A | PC | Winooski Family Empowerment Project | $30,000 | |||||
| JAZZ AND CLASSICS FOR CHANGE INC | ||||||||||||
| 56 FERN HILL RD | GHENT | NY | 12075 | N/A | PC | For the series of concerts planned for the summer of 2021 | $6,000 | |||||
| JAZZ AND CLASSICS FOR CHANGE INC | ||||||||||||
| 56 FERN HILL RD | GHENT | NY | 12075 | N/A | PC | General & Unrestricted | $10,000 | |||||
| JOB PATH INC | ||||||||||||
| 256 WEST 38TH ST 2ND FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 | |||||
| JOURNALISM DEVELOPMENT NETWORK INC | ||||||||||||
| 1220 L ST NW STE 100 | WASHINGTON | DC | 20005 | N/A | PC | Organized Crime and Corruption Reporting Project | $250,000 | |||||
| JOURNALISM DEVELOPMENT NETWORK INC | ||||||||||||
| 1220 L ST NW STE 100 | WASHINGTON | DC | 20005 | N/A | PC | To support the first year of OCCRP's new cybersecurity initiative | $600,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | General Operating Support | $5,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $30,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | To support continued development of Joy2Learn's online professional development program for K-12 educators | $25,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | Project to update its website and technology functionality | $15,000 | |||||
| KENMORE WEST ALUMNI FOUNDATION INC | ||||||||||||
| 33 HIGHLAND PKWY | TONAWANDA | NY | 14223 | N/A | PC | Support for scholarships to be made, in the discretion of the Kenmore West Alumni Foundation, in recognition of the Kenmore West Class of 1960 | $12,500 | |||||
| KIMELTUWVN - MAPUCHE COMMUNITY SCHOOL | ||||||||||||
| N/A | PC | For continuation of the renovation and expansion of the school | $50,000 | LLAGUEPULLI MAPUCHE COMMUNITY | ARAUCANIA REGION | CI | TEODORO SCHMIDT | |||||
| KINGS MAJESTIC CORPORATION | ||||||||||||
| 1000 DEAN ST STE 232 | BROOKLYN | NY | 11238 | N/A | PC | General Operating Support | $20,000 | |||||
| KNICKERBOCKER TENNIS FOUNDATION | ||||||||||||
| 123 7TH AVE - BOX 142 | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LIVELIHOODS KNOWLEDGE EXCHANGE NETWORK INC | ||||||||||||
| 109 ROSEMONT GDN | LEXINGTON | KY | 40503 | N/A | PC | Program Funding to create and sustain a Knowledge Sharing Network for Climate Education Centering Indigenous Knowledge Systems | $150,000 | |||||
| MAPLE MICRODEVELOPMENT | ||||||||||||
| 2175 ONYX ST | EUGENE | OR | 97403 | N/A | PC | To support the general operations of its MAPLE Chile Program | $70,000 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General Operating Support | $4,000 | |||||
| MENIKANAEHKEM INC | ||||||||||||
| N8866 CTY RD G | GRESHAM | WI | 54128 | N/A | PC | project involving 10 young Menominee leaders coming together to learn from elders and to build a traditional teaching lodge | $15,000 | |||||
| MENTOR VERMONT INC | ||||||||||||
| 19 MARBLE AVE | BURLINGTON | VT | 05401 | N/A | PC | K-12 Mentoring Initiative | $7,500 | |||||
| MERCY SHIPS | ||||||||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | General Operating Support | $7,000 | |||||
| MILL HOLLOW HERITAGE ASSOCIATION | ||||||||||||
| PO BOX 608 | ALSTEAD | NH | 03602 | N/A | PC | Support for continued development of MHHA's community engagement activities | $15,000 | |||||
| MOUNT SINAI HOSPITAL | ||||||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | For the research fellowship in memory of Hans Schapira | $500 | |||||
| MOUNT TREMPER ARTS INC | ||||||||||||
| 647 PLANK RD | MOUNT TREMPER | NY | 12457 | N/A | PC | General support | $500 | |||||
| MOVEMENT THEATRE COMPANY INC | ||||||||||||
| 279 W 117TH ST APT 2Q | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $10,000 | |||||
| MUSEUM AT WARM SPRINGS | ||||||||||||
| PO BOX 909 | WARM SPRINGS | OR | 97761 | N/A | PC | Education project: "The Knowledge from Long Ago Into the Future" | $15,000 | |||||
| NA AH ILLAHEE FUND | ||||||||||||
| PO BOX 17844 | SEATTLE | WA | 98127 | N/A | PC | Native Vote 2022 and Beyond | $50,000 | |||||
| NATIONAL CENTER FOR FAIR & OPEN TESTING INC | ||||||||||||
| 196 SPRING ST | ARLINGTON | MA | 02476 | N/A | PC | General Operations | $5,000 | |||||
| NATIONAL FRAGILE X FOUNDATION | ||||||||||||
| 1861 INTERNATIONAL DR STE 200 | MCLEAN | VA | 22102 | N/A | PC | General & Unrestricted | $5,000 | |||||
| NATIONAL URBAN INDIAN FAMILY COALITION | ||||||||||||
| 4000 AURORA AVE N STE 214 | SEATTLE | WA | 98103 | N/A | PC | For NUIFC's program to explore how to educate youth about climate and climate justice from indigenous knowledge systems and pedagogies | $15,000 | |||||
| NEW YORK UNIVERSITY - SCHOOL OF LAW | ||||||||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | To support the general operations of its Institute for Policy Integrity | $600,000 | |||||
| NEW YORK UNIVERSITY - SCHOOL OF LAW | ||||||||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | Institute for Policy Integrity | $300,000 | |||||
| NEXT STAGE ARTS PROJECT INCORPORATED | ||||||||||||
| PO BOX 251 | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $25,000 | |||||
| NORTHERN ARIZONA UNIVERSITY FDN INC | ||||||||||||
| 620 S KNOLES | FLAGSTAFF | AZ | 86011 | N/A | PC | For the internship program and international activities of its Institute for Tribal Environmental Professionals | $222,871 | |||||
| OUTRIGHT VERMONT | ||||||||||||
| PO BOX 5235 | BURLINGTON | VT | 05402 | N/A | PC | Education initiatives | $30,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General Operating Support | $5,000 | |||||
| PLATEFORME FRANCAISE DE PROTECTION DES LANCEURS D' | ||||||||||||
| N/A | PC | General Operations | $25,000 | 16 BLVD VOLTAITE | FR | 75011 | PARIS | |||||
| PLATEFORME FRANCAISE DE PROTECTION DES LANCEURS D' | ||||||||||||
| N/A | PC | General & Unrestricted | $12,000 | 16 BLVD VOLTAITE | FR | 75011 | PARIS | |||||
| POLLEN CIRCLES INC | ||||||||||||
| PO BOX 4985 | WINDOW ROCK | AZ | 86515 | N/A | PC | To expand youth summer camps to include ceremonies at sacred mountains and to engage youth in the re-awakening of an important agricultural practice for the Navajo | $15,000 | |||||
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | N/A | PC | What's the Story Project | $10,000 | |||||
| PROJECT EXPEDITE JUSTICE | ||||||||||||
| 74-5617 PAWAI PL 208A | KAILUA KONA | HI | 96740 | N/A | PC | General & Unrestricted | $200,000 | |||||
| PROJECT EXPEDITE JUSTICE | ||||||||||||
| 74-5617 PAWAI PL 208A | KAILUA KONA | HI | 96740 | N/A | PC | to support the "Overview of Violations of Indigenous Peoples' Rights in Protected Conservation Areas" project | $50,000 | |||||
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | ||||||||||||
| 222-05 56TH AVE SUITE A-406 | BAYSIDE | NY | 11364 | N/A | PC | Performing Arts Center | $1,000 | |||||
| RAMAZ SCHOOL | ||||||||||||
| 60 E 78TH ST | NEW YORK | NY | 10075 | N/A | PC | For the Scholarship Fund and Special Education Needs | $3,000 | |||||
| READ 718 | ||||||||||||
| 420 ATLANTIC AVE | BROOKLYN | NY | 11217 | N/A | PC | Support for enhanced programming in response to student learning deficits resulting from the COVID-19 pandemic | $50,000 | |||||
| REDRESS TRUST LIMITED | ||||||||||||
| N/A | PC | General Operating Support | $75,000 | 87 Vauxhall Walk | LONDON | UK | SE11 5HJ | |||||
| ROOT SOCIAL JUSTICE CENTER INC | ||||||||||||
| 28 WILLIAMS ST | BRATTLEBORO | VT | 05301 | N/A | PC | Development of the Vermont Statewide People of Color Caucus | $15,000 | |||||
| SAMUEL FIELD YM & YWHA INC | ||||||||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | For the Single Parent Initiative | $2,500 | |||||
| SAMUEL FIELD YM & YWHA INC | ||||||||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | Counterpoint Together Queens Single Parent Initiative | $3,500 | |||||
| SANDGLASS CENTER FOR PUPPETRY & THEATER RESEARCH L | ||||||||||||
| PO BOX 970 | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $25,000 | |||||
| SANTA FE FILM INSTITUTE | ||||||||||||
| 418 MONTEZUMA AVE | SANTA FE | NM | 87501 | N/A | PC | The Land Acknowledgement Streaming Experience | $200,000 | |||||
| SCHOOL REFORM INITIATIVE INC | ||||||||||||
| 1550 LARIMER ST BOX 257 | DENVER | CO | 80202 | N/A | PC | To support staff salaries, maintain current professional development contracts, and to hire a consultant for the Phoenix Project | $50,000 | |||||
| SERVICES FOR THE UNDERSERVED INC | ||||||||||||
| 463 7TH AVE | NEW YORK | NY | 10018 | N/A | PC | For work in providing basic educational tools and supplies to students in homeless shelters | $20,000 | |||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $10,000 | |||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | Capital Campaign & Education for Sustainability programs | $450,000 | |||||
| SOCIAL GOOD FUND | ||||||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | For programs supporting documentary film making to capture the history and knowledge of Indigenous elders | $10,000 | |||||
| SPECTRUM INC | ||||||||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | N/A | PC | Multicultural Youth Program | $10,000 | |||||
| ST LUKES CHAMBER ENSEMBLE INC | ||||||||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | Support of OSL's music education and community engagement programs | $250,000 | |||||
| SYNERGY LEARNING INTERNATIONAL INC | ||||||||||||
| PO BOX 599 | PUTNEY | VT | 05346 | N/A | PC | Vermont Learning for the Future | $20,000 | |||||
| TEACHING MATTERS INC | ||||||||||||
| 475 RIVERSIDE DR STE 1270 | NEW YORK | NY | 10115 | N/A | PC | To expand and develop its blended Early Reading Matters program for K-2nd grades into an application for Pre-K settings | $185,000 | |||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIO | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Building a Professional Learning Community for National Ed Equity Lab Teachers | $110,000 | |||||
| THE BROOKLYN QUEENS CONSERVATORY OF MUSIC | ||||||||||||
| 58 7TH AVE | BROOKLYN | NY | 11217 | N/A | PC | BKCM IT Systems Modernization | $100,000 | |||||
| THE CENTER FOR ADVANCED DEFENSE STUDIES INC | ||||||||||||
| 1201 I ST NW STE 200 | WASHINGTON | DC | 20005 | N/A | PC | for the Icarus Non-profit Expansion plan and for General Operating Support | $250,000 | |||||
| THE CENTER FOR AN AGRICULTURAL ECONOMY | ||||||||||||
| PO BOX 451 | HARDWICK | VT | 05843 | N/A | PC | Emergent Model for Community-Based Rural Education | $30,000 | |||||
| THE LAUNDROMAT PROJECT INC | ||||||||||||
| PO BOX 472917 | BROOKYLN | NY | 11247 | N/A | PC | To support infrastructure development and general operations, Bed-Sty programs and artistic development | $300,000 | |||||
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | ||||||||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | in support of the salary of the Dance Education Coordinator | $48,300 | |||||
| THE PROJECT ON GOVERNMENT OVERSIGHT INC | ||||||||||||
| 1100 G ST NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | to support its project to investigate corruption, waste and abuse of power within the Bureau of Land Management and the Bureau of Indian Affairs | $40,000 | |||||
| THE S S COLUMBIA PROJECT | ||||||||||||
| 232 E 11TH ST | NEW YORK | NY | 10003 | N/A | PC | General Operations | $50,000 | |||||
| THE WHARTON SCHOOL | ||||||||||||
| 3733 SPRUCE ST 344 VANCE HALL | PHILADELPHIA | PA | 19104 | N/A | PC | ESG Analytics Lab | $252,000 | |||||
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||||||
| 2245 S MICHIGAN AVE | CHICAGO | IL | 60616 | N/A | PC | General Operating Support | $75,000 | |||||
| THINKDANCE INC | ||||||||||||
| 235 W 102ND ST APT 14T | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $15,000 | |||||
| THINKDANCE INC | ||||||||||||
| 235 W 102ND ST APT 14T | NEW YORK | NY | 10025 | N/A | PC | General support | $5,000 | |||||
| THOMAS COLE HISTORIC HOUSE | ||||||||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | N/A | PC | General Operating Support | $5,000 | |||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 3451 WALNUT ST 433 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | N/A | PC | to support the Wharton School ESG Analytics Lab's short-term project to explore the effects of increasing corporate board diversity, particularly with respect to Indigenous peoples | $50,000 | |||||
| TSU INSTITUTE FOR ENTREPRENEURSHIP & ECONOMIC REVI | ||||||||||||
| 3100 CLEBURNE ST STE 236B TMSL-TSU | HOUSTON | TX | 77004 | N/A | PC | General Operating Support | $10,000 | |||||
| UNITARIAN UNIVERSALIST FELLOWSHIP OF FREDERICKSBUR | ||||||||||||
| 25 CHALICE CIR | FREDERICKSBRG | VA | 22405 | N/A | PC | General Operating Support | $10,000 | |||||
| UNITARIAN UNIVERSALIST FELLOWSHIP OF FREDERICKSBUR | ||||||||||||
| 25 CHALICE CIR | FREDERICKSBRG | VA | 22405 | N/A | PC | Continued COVID-19 outreach | $15,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | First Peoples Worldwide to support capacity building in the areas of Campaigns and Shareholder Engagement; Training and Capacity Building; Global Policy Advocacy; Market Trends and Reforms, and Investors and Indigenous Peoples Clearinghouse | $500,000 | |||||
| UNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING I | ||||||||||||
| 155 ELM ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | General Operating Support | $75,000 | |||||
| VERMONT COMMUNITY GARDEN NETWORK INC | ||||||||||||
| 12 N ST STE 5 | BURLINGTON | VT | 05401 | N/A | PC | To expand VCGN's programs in schools | $10,000 | |||||
| VERMONT FOLKLIFE CENTER | ||||||||||||
| 88 MAIN ST | MIDDLEBURY | VT | 05753 | N/A | PC | Educational Program with Conversations from the Open Road (CFTOR) | $50,000 | |||||
| VERMONT PRINCIPALS ASSOCIATION INC | ||||||||||||
| 2 PROSPECT ST STE 3 | MONTPELIER | VT | 05602 | N/A | PC | General Operations for the Equity Practitioner's Network Program | $25,000 | |||||
| VERMONT RURAL EDUCATION COLLABORATIVE INC | ||||||||||||
| 121 DUCHESS AVE SUITE A | NEWPORT | VT | 05855 | N/A | PC | General Operating Support | $30,000 | |||||
| VOICES FOR VERMONTS CHILDREN INC | ||||||||||||
| PO BOX 261 | MONTPELIER | VT | 05601 | N/A | PC | as a final grant in support of its work in furtherance of the Vermont Education Equity Project | $75,000 | |||||
| WOMENS MEDIA CENTER | ||||||||||||
| PO BOX 70967 | WASHINGTON | DC | 20024 | N/A | PC | General Operating Support | $60,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Journal of Industrial Ecology General Operations | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,690,892 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFFILIATED TRIBES OF NORTHWEST INDIANS | |||||||
| 6636 NE SANDY BLVD | PORTLAND | OR | 97213 | N/A | PC | to support annual National and International Tribal Climate Adaptation Planning Camps (TCCs) in 2022, 2023 and 2024 | $677,242 |
| AMERICAN INDIAN HIGHER EDUCATION CONSORTIUM | |||||||
| 121 ORONOCO ST | ALEXANDRIA | VA | 22314 | N/A | PC | Summer Internship Program | $700,000 |
| BLOOMINGDALE SCHOOL OF MUSIC INC | |||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | To support preparation for and development of a Strategic Plan (Year 1) and the subsequent implementation of the Plan (Years 2 and 3) | $253,000 |
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | |||||||
| 1331 F ST NW STE 900 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $200,000 |
| COLLEGE OF THE MENOMINEE NATION | |||||||
| PO Box 1179 | Keshena | WI | 54135 | N/A | PC | To support the general operations of its "Sustainability Development Institute" | $670,000 |
| COOL CULTURE INC | |||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | N/A | PC | to support implementation of its three-year capacity building initiative to deepen program impact and further incorporate Social Justice Core Values throughout the organization | $500,000 |
| GENERATOR INC | |||||||
| 40 SEARS LN | BURLINGTON | VT | 05401 | N/A | PC | Workplace Development Initiative | $100,000 |
| GLOBAL INVESTIGATIVE JOURNALISM NETWORK | |||||||
| 9404 CROSBY RD | SILVER SPRING | MD | 20910 | N/A | PC | to support translation services for the 12th Global Investigative Journalism Conference, including interpreting, translating, coordinating, and administrative support during the conference dates of November 1-5, 2021, and for a follow-up period through June 30, 2022. | $250,000 |
| INTERNATIONAL INDIAN TREATY COUNCIL INC | |||||||
| 100 E AJO WAY | TUCSON | AZ | 85713 | N/A | PC | To continue its leadership efforts to ensure the inclusion of Indigenous peoples' rights in the 30X30 Plan | $310,000 |
| JOURNALISM DEVELOPMENT NETWORK INC | |||||||
| 1220 L ST NW STE 100 | WASHINGTON | DC | 20005 | N/A | PC | Organized Crime and Corruption Reporting Project | $250,000 |
| NEW YORK UNIVERSITY - SCHOOL OF LAW | |||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | To support the general operations of its Institute for Policy Integrity | $1,400,000 |
| NORTHERN ARIZONA UNIVERSITY FDN INC | |||||||
| 620 S KNOLES | FLAGSTAFF | AZ | 86011 | N/A | PC | For the internship program and international activities of its Institute for Tribal Environmental Professionals | $445,742 |
| PROJECT EXPEDITE JUSTICE | |||||||
| 74-5617 PAWAI PL 208A | KAILUA KONA | HI | 96740 | N/A | PC | General & Unrestricted | $200,000 |
| ST LUKES CHAMBER ENSEMBLE INC | |||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | Support of OSL's music education and community engagement programs | $500,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIO | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Building a Professional Learning Community for National Ed Equity Lab Teachers | $110,000 |
| THE BROOKLYN QUEENS CONSERVATORY OF MUSIC | |||||||
| 58 7TH AVE | BROOKLYN | NY | 11217 | N/A | PC | BKCM IT Systems Modernization | $200,000 |
| THE LAUNDROMAT PROJECT INC | |||||||
| PO BOX 472917 | BROOKLYN | NY | 11247 | N/a | PC | To support infrastructure development and general operations, Bed-Sty programs and artistic development | $600,000 |
| THOMAS COLE HISTORIC HOUSE | |||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | n/a | PC | Support for the Empire State Development Incentive Proposal for the 20th Anniversary Campaign | $75,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | First Peoples Worldwide to support capacity building in the areas of Campaigns and Shareholder Engagement; Training and Capacity Building; Global Policy Advocacy; Market Trends and Reforms, and Investors and Indigenous Peoples Clearinghouse | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,940,984 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,741 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $544,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $890,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $890,121 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $18,400 | Amt |
| Net Investment Income | $18,400 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Stone | PersonNm |
| Short Explanation | *Gail Stone's compensation is reported in Part I Line 14 and Part VII Line 2 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | KHALIF WILLIAMS | EmployeeNm |
| Explanation | *No longer employed by the foundation | ExplanationTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Vermont NEA Inc | ||||||||||
| 10 Wheelock St | Montpelier | VT | 08602 | 2018-08-20 | $25,000 | To support the racial justice liaison project | $25,000 | NO | 3/28/19, 5/6/21 | None necessary |
| Willowell Foundation | ||||||||||
| PO Box 314 | Bristol | VT | 05443 | 2019-07-22 | $15,000 | To support the PreK-12 Transformative Learning Practices | $15,000 | NO | 1/27/21 | None necessary |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO NOTE - 2.5 | $176,803 | $176,803 |
| APPLE INC - 2.850% - 02/23/202 | $280,753 | $280,753 |
| DEERE JOHN CAP CORP BOND - 2.8 | $322,789 | $322,789 |
| PEPSICO INC - 2.750% - 03/05/2 | $170,694 | $170,694 |
| 908 DEVICES INC - 1.734% - 08/ | $211,670 | $211,670 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $971,931 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $971,931 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $437,609 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $437,609 | StateLocalSecEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $11,690,892. This amount represents 25% or more of the Foundation's net assets of $43,442,919 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYMENT MATTERS | $4,828 | $4,828 |
| General Consultations | $11,284 | $11,284 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| EOY Book Value | $4,875 | EOYBookValueAmt |
| EOYFMV | $4,875 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN VALUE OF INVESTMENTS | Desc |
| Amt | $993,490 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $86,593 | $89,637 | |
| Bank Charges | $2,095 | $2,095 | |
| Foundation Dues & Memberships | $1,000 | $950 | $50 |
| Indemnification Insurance | $5,162 | $5,096 | $258 |
| Insurance Premiums | $7,491 | $7,160 | $375 |
| OFFICE EXPENSES | $2,797 | $2,657 | $140 |
| Postage/Delivery Service | $720 | $684 | $36 |
| State or Local Filing Fees | $1,227 | $1,227 | |
| Website Hosting/Support | $7,791 | $7,401 | $390 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign Tax Refund | Desc |
| Revenue And Expenses Per Books | $3,537 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,537 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANTS | $14,674 |
| CHANGE IN DEFERRED EXCISE TAX PAYABLE | $14,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $84,990 | $84,990 | |
| Philanthropic Consulting Srvcs | $20,729 | $23,396 | |
| RETIREMENT PLAN CONSULTING | $11,259 | $11,233 | |
| IT SERVICES | $104 | $104 | |
| PAYROLL PROCESSING FEES | $3,440 | $3,440 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $10,760 |
| STATE INCOME TAX | $250 |
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