COGNIZANT US FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COGNIZANT US FOUNDATION (EIN 82-5385478)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202101329349100140
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T11:15:10-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825385478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COGNIZANT US FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COGN | BusinessNameControlTxt |
| Phone | 2025221714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 15TH STREET NW NO 425 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERIC CARDONE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2025221714 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FREDERIC | PersonFirstNm |
| Person Last | CARDONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $74,566,048 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,253,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,301,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $372,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $329,085 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,626,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,630,824 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $213,326 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $195,515 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $169,820 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $138,757 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $98,361 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $55,009 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $97,313 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $673 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $633,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $394,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,651,165 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,861,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,285,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,256,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,659,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,630,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,914,550 | CashBOYAmt |
| Cash EOY | $1,441,771 | CashEOYAmt |
| Cash EOYFMV | $1,441,771 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $107,448 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $48,250 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $48,250 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $70,459,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $73,076,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,076,027 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $86,481,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,566,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,566,048 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $156,784 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $66,226 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,829,760 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,520,575 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $12,986,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,586,801 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $73,494,676 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,979,247 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,494,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,979,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,481,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,566,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,494,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,659,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,143,655 | OtherIncreasesAmt |
| Subtotal | $61,979,247 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,979,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $237,604 | $237,604 | $237,604 |
| PUBLICLY TRADED SECURITIES | $91,481 | $91,481 | $91,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $329,085 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $237,604 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,132 | OverpaymentAmt |
| Applied To ES Tax | $15,132 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.COGNIZANTUSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTEN TITUS EXEC DIRECTOR | IndividualWithBooksNm |
| Phone | 2025221714 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 15TH STREET | AddressLine1Txt |
| City | NW WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| DHARMENDRA KUMAR SINHA | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ISSAM ALLEN THRU MAY 2020 | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL COHEN THRU MAY 2020 | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEERA KRISHNAMURTHY THRU MAY 2020 | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BECKY SCHMITT AS OF MAY 2020 | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAURAV CHAND AS OF MAY 2020 | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOBI YOUNG AS OF MAY 2020 | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARRY DEMAS | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | SECRETARY | 1.00 | $0 | $0 | $0 |
| FRED CARDONE | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | TREASURER | 1.00 | $0 | $0 | $0 |
| KRISTEN TITUS | ||||||||
| 655 15TH STREET NW 425 | WASHINGTON | DC | 20005 | EXEC. DIR. & BOARD DIR. | 40.00 | $195,515 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVIS ABRAHAM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 15TH STREET NW SUITE 425 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,375 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOEB & LOEB LLP | |||||
| 901 NEW YORK AVE NW SUITE 300 EAST | WASHINGTON | DC | 20001 | LEGAL | $110,018 |
| GRANT THORNTON LLP | |||||
| 300 FIRST STAMFORD PLACE SUITE 551 | STAMFORD | CT | 06902 | ACCOUNTING | $58,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $76,230,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,690,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,921,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,921,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,258,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,662,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,133,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,133,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,668 | TotalTaxAmt |
| Distributable Before Adj | $4,110,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,099,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,209,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,209,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,256,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,256,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,256,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,209,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,359,492 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,096,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,455,753 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,256,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,209,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,046,647 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,502,400 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,502,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,359,492 | ExcessFromYear2Amt |
| Excess From Year1 | $5,096,261 | ExcessFromYear1Amt |
| Excess From Current Year | $9,046,647 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA SCIENCE CENTER | ||||||||
| 600 E WASHINGTON ST | PHOENIX | PA | 85004 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $40,000 | |
| ASPEN INSTITUTE | ||||||||
| 1000 N THIRD STREET | ASPEN | CO | 81611 | NONE | PC | RESEARCH TO ADVANCE LIFELONG LEARNING IN CITIES | $500,000 | |
| ACHIEVING THE DREAM INC (ATD) | ||||||||
| 8484 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | NONE | PC | CAPACITY BUILDING IN COMMUNITY COLLEGE EDUCATION AND WORKFORCE PROGRAMS IN RURAL COMMUNITIES | $500,000 | |
| CHILDREN'S MUSEUM OF ATLANTA INC | ||||||||
| 275 CENTENNIAL OLYMPIC PARK DRIVE | ATLANTA | GA | 30313 | NONE | PC | STEM EXHIBITION AND RELATED PROGRAMMING | $100,000 | NW |
| CODE NATION | ||||||||
| 85 BROAD ST 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $50,000 | |
| SCRIPTED INC DBA CODE NATION | ||||||||
| 85 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | EXPAND COMPUTER SCIENCE EDUCATION OPPORTUNITIES | $300,000 | |
| CODEPATHORG | ||||||||
| 665 3RD STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | SCALE COMPUTER SCIENCE PROGRAMMING TO SUPPORT UNDERREPRESENTED POPULATIONS IN TECHNOLOGY | $550,000 | |
| CODEPATHORG | ||||||||
| 665 3RD STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | EMERGENCY SUPPORT FOR UNDERREPRESENTED STUDENTS IN TECHNOLOGY | $150,000 | |
| COMPTIA CREATING IT FUTURES | ||||||||
| 3500 LACEY ROAD | DOWNERS GROVE | IL | 60515 | NONE | PC | TECHNOLOGY TRAINING PROGRAMS FOR VETERANS | $299,500 | |
| CONNECTICUT SCIENCE CENTER IND | ||||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | NONE | PC | STEM PROGRAMMING | $87,500 | |
| FLATIRON SCHOOL | ||||||||
| 11 BROADWAY NEW YORK NY 10004 | NEW YORK NY | NY | 10004 | NONE | NC | TECHNOLOGY TRAINING PROGRAMS FOR UNDERREPRESENTED POPULATIONS - SEE ER REPORT | $720,000 | |
| GIRLSTART | ||||||||
| 1400 W ANDERSON LANE | AUSTIN | TX | 78757 | NONE | PC | STEM PROGRAMMING | $280,000 | |
| GLOBAL GIVING | ||||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | NONE | PC | COVID-19 RELIEF | $500,000 | |
| GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT | ||||||||
| 5301 WILKINSON BLVD | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $100,000 | |
| GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT | ||||||||
| 5301 WILKINSON BLVD | CHARLOTTE | NC | 28208 | NONE | PC | TECHNOLOGY TRAINING AND CURRICULUM DEVELOPMENT | $500,000 | |
| LEONARDO'S BASEMENT | ||||||||
| 50 W 60TH ST | MINNEAPOLIS | MN | 55419 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $30,000 | |
| MITCHELL KAPOR FOUNDATION - KAPOR CENTER FOR SOCIAL IMPACT | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | SUPPORT RESKILL AMERICA TO PROVIDE EQUIPMENT TO UNDERSERVED POPULATIONS AMIDST COVID-19 | $50,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 15 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | SCALE SOFTWARE ENGINEERING EDUCATION PROGRAM AND BOLSTER SUPPORT FOR STUDENTS OF COLOR | $400,000 | |
| NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES | ||||||||
| 44 N CAPITOL ST | WASHINGTON DC | DC | 20001 | NONE | PC | SYSTEMS CHANGE. LAUNCH THE WORKFORCE INNOVATION NETWORK TO SUPPORT STATE-LEVEL POLICY SOLUTIONS THAT SUPPORT INCUMBENT AND DISLOCATED WORKERS IMPACTED BY TECHNOLOGICAL DISRUPTION AND THE ECONOMIC IMPACTS OF COVID-19 | $900,000 | |
| NATIONAL SKILLS COALITION | ||||||||
| 170 RHODE ISLAND AVENUE NW | WASHINGTON DC | DC | 20036 | NONE | PC | RESEARCH TO ADVANCE DIGITAL LITERACY EFFORTS | $400,000 | |
| NATIONAL CENTER FOR WOMEN & INFORMATION TECHNOLOGY (NCWIT) | ||||||||
| 1909 26TH STREET | BOULDER | CO | 80302 | NONE | PC | CAPACITY BUILDING AND TECHNOLOGY TRAINING FOR WOMEN | $867,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | SUPPORT REBOOT REPRESENTATION TECH COALITION AND INCREASE REPRESENTATION OF BLACK, LATINX, AND NATIVE AMERICAN WOMEN IN TECH | $250,000 | |
| NEW VENTURE FUND FISCAL SPONSOR FOR SKILLFUL LLC (GRANTEE) | ||||||||
| 1201 CONNECTICUT AVENUE NW | WASHINGTON DC | DC | 20036 | NONE | PC | SUPPORT SKILLFUL TO ADVANCE WORKFORCE COACHING EFFORTS | $250,000 | |
| NORTHEASTERN UNIVERSITY (GRANTEE) KHOURY COLLEGE OF COMPUTER SCIENCE | ||||||||
| 360 HUNTINGTON AVENUE BOSTON MA | BOSTON | MA | 02115 | NONE | PC | EXPAND ALIGN PROGRAM TO CREATE NEW PATHWAY INTO TECHNOLOGY JOBS; INCREASE DIVERSITY OF TECHNOLOGY WORKFORCE | $565,000 | 02115 |
| NPOWER INC | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | PC | TECHNOLOGY TRAINING FOR VETERANS | $250,000 | |
| OPPORTUNITYWORKINC | ||||||||
| 111 19TH STREET NW SUITE 1180 | WASHINGTON DC | DC | 20036 | NONE | PC | RESEARCH TO ADVANCE WORKERS ECONOMIC MOBILITY OF THOSE SKILLED THROUGH ALTERNATIVE ROUTES (STARS) | $500,000 | |
| PER SCHOLAS INC | ||||||||
| 804 E 138TH ST | BRONX | NY | 10454 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $100,000 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | RESEARCH TO ADVANCE VIRTUAL LEARNING BEST PRACTICES AMIDST COVID-19 SCHOOL CLOSURES | $244,350 | |
| TECH CORPS | ||||||||
| 6600 BUSCH BOULEVARD SUITE 210 | COLUMBUS | OH | 43229 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $20,000 | |
| TURING SCHOOL OF SOFTWARE & DESIGN | ||||||||
| 1331 17TH ST LL100 | DENVER | CO | 80202 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $60,000 | |
| UNICEF UA | ||||||||
| 125 MAIDEN LE | NEW YORK | NY | 10038 | NONE | PC | COVID-19 RELIEF | $1,000,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW | WASHINGTON DC | DC | 20006 | NONE | PC | COVID-19 RELIEF EFFORTS | $1,000,000 | |
| URBAN INSTITUTE | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON DC | DC | 20024 | NONE | PC | LAUNCH WORKRISE INITIATIVE TO ADVANCE RESEARCH, IMPROVE WORKFORCE OUTCOMES, AND SUPPORT UPWARD MOBILITY FOR LOW-WAGE WORKERS | $1,000,000 | |
| US CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 1615 H STREET NW | WASHINGTON DC | DC | 20062 | NONE | PC | RESEARCH TO ADVANCE ALTERNATIVE FINANCING FOR EDUCATION AND TRAINING OPPORTUNITIES | $100,000 | |
| VECTOR SPACE | ||||||||
| 402 FIFTH ST | LYNCHBURG | VA | 24504 | NONE | PC | GENERAL OPERATING SUPPORT (COVID-19) | $20,000 | |
| WITNY (CORNELL UNIV) | ||||||||
| 2 WEST LOOP RD | NEW YORK | NY | 10044 | NONE | PC | SUPPORT EXPANSION OF EDUCATION AND WORKFORCE PROGRAMS FOR WOMEN IN TECHNOLOGY | $1,000,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | PC | TECHNOLOGY TRAINING PROGRAMS FOR VETERANS | $178,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,861,350 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S MUSEUM OF ATLANTA INC | ||||||||
| 275 CENTENNIAL OLYMPIC PARK DRIVE | NW | ATLANTA | GA | 30313 | NONE | PC | STEM EXHIBITION AND RELATED PROGRAMMING | $100,000 |
| ACHIEVING THE DREAM INC | ||||||||
| 8484 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | NONE | PC | CAPACITY BUILDING IN COMMUNITY COLLEGE EDUCATION AND WORKFORCE PROGRAMS IN RURAL COMMUNITIES | $500,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 15 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | SCALE SOFTWARE ENGINEERING EDUCATION PROGRAM AND BOLSTER SUPPORT FOR STUDENTS OF COLOR | $447,600 | |
| NEO PHILANTHROPY INC | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | SUPPORT REBOOT REPRESENTATION TECH COALITION AND INCREASE REPRESENTATION OF BLACK, LATINX, AND NATIVE AMERICAN WOMEN IN TECH | $500,000 | |
| NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES | ||||||||
| 44 N CAPITOL ST | WASHINGTON | DC | 20001 | NONE | PC | LAUNCH WORKFORCE INNOVATION NETWORK TO SUPPORT STATE WORKFORCE EFFORTS AMIDST COVID RECOVERY | $1,222,500 | |
| NORTHEASTERN UNIVERSITY KHOURY COLLEGE OF COMPUTER SCIENCES | ||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | EXPAND ALIGN PROGRAM TO CREATE NEW PATHWAY INTO TECHNOLOGY JOBS; INCREASE DIVERSITY OF TECHNOLOGY WORKFORCE | $685,000 | |
| URBAN INSTITUTE | ||||||||
| 500LENFANT PLAZA SW | WASHINGTON | DC | 20024 | NONE | PC | LAUNCH WORKRISE INITIATIVE TO ADVANCE RESEARCH, IMPROVE WORKFORCE OUTCOMES, AND SUPPORT UPWARD MOBILITY FOR LOW-WAGE WORKERS | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,455,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,253,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $372,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,626,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,626,010 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $97,313 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATIRON SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-07-31 | GrantDt |
| Grant | $720,000 | GrantAmt |
| Purpose Of Grant | TECHNOLOGY TRAINING FOR UNDERSERVED POPULATIONS | PurposeOfGrantTxt |
| Expended By Grantee | $720,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | JULY 2020, OCTOBER 2020, APRIL 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2020-12-31 | VerificationDt |
| Results Of Verification | THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUIRED OR MADE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BOND FUNDS | BondNm |
| EOY Book Value | $73,076,027 | EOYBookValueAmt |
| EOYFMV | $73,076,027 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $98,361 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $55,009 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC. TAX PENALTY PAYMENTS | $1,248 | $0 | $0 | $0 |
| MISC. OFFICE EXPENSES | $673 | $0 | $0 | $673 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $1,044,655 |
| ADJUSTMENTS OF GRANT LIABILITY | $1,099,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER-MARKETING | $14,800 | $0 | $0 | $4,800 |
| OTHER | $573 | $0 | $0 | $0 |
| BANK CHARGES | $15 | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $37,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |