MICHELSON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MICHELSON FOUNDATION (EIN 46-4978561)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349101945
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T16:17:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 RIVER STREET | AddressLine1Txt |
| City | HOBOKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07030 | 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 | 464978561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Michelson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KKR ACCOUNTING SERVICES LLC | InCareOfNm |
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6506532406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Bovet Road Suite 770 | AddressLine1Txt |
| City | San Mateo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan P Doell | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 6506532419 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Susan P | PersonFirstNm |
| Person Last | Doell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jessica Perna | PreparerPersonNm |
| PTIN | P00844664 | PTIN |
| Phone | 2015515000 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,623,152 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $311,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,725,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $608 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,271 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $17,023 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,256 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,767 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $754 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $545,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,418,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,418,172 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,764,658 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,159,597 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,180,261 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,355,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,355,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,024,719 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,172,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,932,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,623,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,172,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,932,967 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,172,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,932,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,172,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,932,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,172,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23 | OtherIncreasesAmt |
| Subtotal | $16,932,967 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,932,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 125,000 SHS FFCB | 2017-04-06 | 2020-03-26 | $125,028 | $125,002 | $26 | $26 | |
| 100,000 SHS FFCB | 2017-04-06 | 2020-03-27 | $100,013 | $100,001 | $12 | $12 | |
| 400,000 SHS FFCB | 2017-04-06 | 2020-04-06 | $400,000 | $400,000 | |||
| 500,000 SHS FHLB | 2017-08-16 | 2020-09-11 | $500,000 | $500,000 | |||
| 50,000 SHS FHLB | 2017-11-21 | 2020-06-12 | $50,000 | $49,827 | $173 | ||
| 550,000 SHS FHLB | 2017-12-26 | 2020-12-11 | $550,000 | $546,497 | $3,503 | ||
| 300,000 SHS FHLB | 2018-03-21 | 2020-09-21 | $300,000 | $299,496 | $504 | $504 | |
| 700,000 SHS FHLB | 2019-01-24 | 2020-12-11 | $700,000 | $700,000 | |||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P | |||||
| CAPITAL GAIN DIVIDENDS | $66 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,248 | SubtotalAmt |
| Tax Based On Investment Income | $4,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,934 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $38,934 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $34,686 | OverpaymentAmt |
| Applied To ES Tax | $34,686 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKR ACCOUNTING SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6506532419 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 770 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL W MICHELSON | |||||||||
| 155 Bovet Road | Suite 770 | San Mateo | CA | 94402 | DIRECTOR AND CHAIRMEN | 1.0 | $0 | $0 | $0 |
| SUSAN P DOELL | |||||||||
| 155 Bovet Road | Suite 770 | San Mateo | CA | 94402 | SECRETARY AND TREASURER | 3.0 | $0 | $0 | $0 |
| KATE M GOLDKAMP | |||||||||
| 155 Bovet Road | Suite 770 | San Mateo | CA | 99402 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LAURA E MICHELSON | |||||||||
| 155 Bovet Road | Suite 770 | San Mateo | CA | 99402 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,436,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,778,481 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,778,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,481,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $974,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $974,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,248 | TotalTaxAmt |
| Distributable Before Adj | $969,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $969,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $969,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $545,672 | 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 | $545,672 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $545,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $969,842 | 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 Yr1 | $2,774,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,774,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $545,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $545,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $424,170 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $424,170 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,349,870 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,349,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,349,870 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL W MICHELSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN P DOELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 770 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6506532406 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE AS A FORMAL WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| THOMAS JEFFERSON UNIVERSITY HOSPITAL (PLEDGE PMT) | ||||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | NONE | PC | UNRESTRICTED | $180,050 | |||||
| HARVARD MAGAZINE | ||||||||||||
| 7 WARE STREET | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED | $100 | |||||
| AMERICAN ENTERPRISE INSTITUTE | ||||||||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $35,000 | |||||
| HARVARD LAW SCHOOL | ||||||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| LIBERTAS COLLEGE PREP | ||||||||||||
| 2750 W 38th Pl | Los Angeles | CA | 90018 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| NSW Wildlife Information Rescue & Ed Services inc | ||||||||||||
| NONE | PC | UNRESTRICTED | $5,000 | U 39 117 Old Pittwater Rd | Brookvale | NSW | AS | 2100 | ||||
| World Wildlife Fund | ||||||||||||
| 1250 Twenty-Fourth Street NW | Washington | DC | 20090 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| Teach for America New York | ||||||||||||
| 25 Broadway 12th Fl | New York | NY | 10004 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| City Year Inc | ||||||||||||
| 211 N 13th St Ste 100 | Philadelphia | PA | 19107 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| HCA Healthcare Hope Fund | ||||||||||||
| 1 Park Plz | Nashville | TN | 37203 | NONE | PC | UNRESTRICTED | $75,000 | |||||
| E4E Relief co Foundation | ||||||||||||
| 220 N Tryon St | Charlotte | NC | 28202 | NONE | PC | UNRESTRICTED | $35,000 | |||||
| Kukio Community Fund | ||||||||||||
| 99 Aupuni Street Suite 214 | Hilo | HI | 96720 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| Equal Justice Initiative | ||||||||||||
| 122 Commerce St | Montgomery | AL | 36104 | NONE | PC | UNRESTRICTED | $1,667 | |||||
| The Bail Project | ||||||||||||
| PO Box 750 | Venice | CA | 90294 | NONE | PC | UNRESTRICTED | $1,667 | |||||
| Transgender Law Center | ||||||||||||
| PO Box 70976 | Oakland | CA | 94612 | NONE | PC | UNRESTRICTED | $1,667 | |||||
| The ASCO Foundation | ||||||||||||
| 2318 Mill Rd | Alexandria | VA | 23314 | NONE | PC | UNRESTRICTED | $35,000 | |||||
| Smithsonian Institution | ||||||||||||
| PO Box 37012 | Washington | DC | 20013 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| International Churchill Society | ||||||||||||
| PO Box 58279 | Washington | DC | 20037 | NONE | PC | UNRESTRICTED | $2,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,151 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,987 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,284 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $316,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,271 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,023 | Amt |
| Net Investment Income | $4,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,767 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 87,203 SHS OF AMPHENOL CORP | $7,047,970 | $11,403,537 |
| 19,242 SHS OF CHARLES SCHWAB | $999,622 | $1,020,595 |
| 100,000 SHS OF KKR & CO INC | $2,289,000 | $4,049,000 |
| 21,970 SHS OF PROCTOR & GAMBLE | $2,022,443 | $3,056,906 |
| 16,391 SHS OF WELLS FARGO | $996,163 | $494,681 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,159,597 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,180,261 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $640 | $640 | |
| BANK FEES | $6,374 | $6,374 | |
| FILING FEES | $114 | $114 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $23 | Amt |