BETA

SUSIE TOMPKINS BUELL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SUSIE TOMPKINS BUELL FOUNDATION (EIN 77-0266801)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-10-07
IRS object ID
202102809349100610
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-07T09:58:21-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EMBARCADERO CENTER STE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770266801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUSIE TOMPKINS BUELL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUSIBusinessNameControlTxt
Phone4154391144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 29921AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941299921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBELINDA VIRAY-MUNOZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4154391144PhoneNum
Signature2021-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN P MCAULIFFEPreparerPersonNm
PTINP00184925PTIN
Phone4154391144PhoneNum
Preparation2021-09-28PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,987,295FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$24,614InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,614InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$112,575DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,575DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$198,728NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,360,309GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$198,728CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$335,917TotalRevAndExpnssAmt
Total Net Invst Incm$335,917TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$54,334OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,334OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,723TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,723TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,299OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$358OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,904OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$95,456TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,515TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,904TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$403,193ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$403,193ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$498,649TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,515TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$411,097TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$162,732ExcessRevenueOverExpensesAmt
Net Investment Income$269,402NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,895CashBOYAmt
Cash EOY$151,179CashEOYAmt
Cash EOYFMV$151,179CashEOYFMVAmt
Sav And Temp Cash Invst BOY$205,226SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$173,191SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$173,191SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,553,513CorporateStockBOYAmt
Corporate Stock EOY$5,465,108CorporateStockEOYAmt
Corporate Stock EOYFMV$6,711,335CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,065,075CorporateBondsBOYAmt
Corporate Bonds EOY$921,050CorporateBondsEOYAmt
Corporate Bonds EOYFMV$951,590CorporateBondsEOYFMVAmt
Total Assets BOY$6,870,709TotalAssetsBOYAmt
Total Assets EOY$6,710,528TotalAssetsEOYAmt
Total Assets EOYFMV$7,987,295TotalAssetsEOYFMVAmt
Accounts Payable BOY-$10,701AccountsPayableBOYAmt
Accounts Payable EOY-$8,150AccountsPayableEOYAmt
Total Liabilities BOY-$10,701TotalLiabilitiesBOYAmt
Total Liabilities EOY-$8,150TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,000,000CapitalStockBOYAmt
Capital Stock EOY$5,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,881,410RetainedEarningBOYAmt
Retained Earning EOY$1,718,678RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,881,410TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,718,678TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,870,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,710,528TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,881,410TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$162,732ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,718,678SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,718,678TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2019-12-012020-11-30$289,742$246,165$43,577$43,577
PUBLICLY TRADED SECURITIESP2019-12-012020-11-30$954,159$868,001$86,158$86,158
PUBLICLY TRADED SECURITIESP2019-12-012020-11-30$116,408$47,415$68,993$68,993
FieldValueIRS element (for citing)
Capital Gain Net Income$198,728CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$506,970AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,418,277NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.068341DistributionYr1Rt
Adjusted Qlfy Distri Yr2$406,875AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,486,580NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054347DistributionYr2Rt
Adjusted Qlfy Distri Yr3$349,945AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,140,893NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049006DistributionYr3Rt
Adjusted Qlfy Distri Yr4$354,202AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,837,484NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051803DistributionYr4Rt
Adjusted Qlfy Distri Yr5$349,363AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,281,873NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047977DistributionYr5Rt
Total Distribution0.271474TotalDistributionRt
Average Distribution0.054295AverageDistributionRt
Net Vl Noncharitable Assets$7,221,910NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$392,114AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,694NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$394,808AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$411,097QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,694InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,694SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,694TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,067EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,067TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,373OverpaymentAmt
Applied To ES Tax$15,373AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SUSIETOMPKINSBUELL.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MCAULIFFE FRANK RIMERMAN CO LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4154391144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EMBARCADERO CENTER SUITE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSIE TOMPKINS BUELL
PO BOX 29921SAN FRANCISCOCA94129PRESIDENT1.00$0$0$0
MARK BUELL
PO BOX 29921SAN FRANCISCOCA94129VICE PRESIDENT0.05$0$0$0
BELINDA VIRAY-MUNOZ
PO BOX 29921SAN FRANCISCOCA94129EXECUTIVE DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,821,339AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$510,549AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,331,888TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,331,888AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,978CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,221,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$361,096MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$361,096MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,694TaxBasedOnInvestmentIncomeAmt
Total Tax$2,694TotalTaxAmt
Distributable Before Adj$358,402DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$358,402DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$358,402DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$411,097ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$411,097QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,694PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$408,403AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$358,402DistributableAsAdjustedAmt
Undistributed Income PY$129,758UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$411,097QualifyingDistributionsAmt
Applied To Year1$129,758AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$281,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$77,063UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSIE TOMPKINS BUELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADOPT A SPOT DALMATION RESCUE
PO BOX 9375CHEASAPEAKEVA23321501(C)(3)DOG RESCUE$150
ARIZONA CENTER FOR EMPOWERMENT
5710 N 19TH AVEPHOENIXAZ850152432501(C)(3)EMPOWER WORKING FAMILIES TO OVERCOME SOCIAL AND ECONOMIC INJUSTICE$10,000
ACTBLUE
366 SUMMER STSOMERVILLEMA021443132501(C)(3)EMPOWER SMALL-DOLLAR DONORS BY PROVIDING THEM WITH ONLINE FUNDRAISING SOFTWARE$15,000
BVM CAPACITY BUILDING INSTITUTE INC
3645 MARKETPLACE BLVDEAST POINTGA303445747501(C)(3)INCREASE POWER IN MARGINALIZED, PREDOMINANTLY BLACK COMMUNITIES$15,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOORNEW YORKNY10038501(C)(3)ADVANCING REPRODUCTIVE FREEDOM AS A FUNDAMENTAL HUMAN RIGHT$10,000
COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS
827 N SHERMAN STDENVERCO802032913501(C)(3)ENABLE LATINX PEOPLE TO LEAD SAFE, HEALTHY, SELF-DETERMINED LIVES$10,000
COLORADO PEOPLES ALLIANCE
700 KALAMATH STDENVERCO802044403501(C)(3)RACIAL JUSTICE AND PROGRESSIVE SOCIAL CHANGE$10,000
DALMATIAN CLUB OF AMERICA FOUNDATION INC
PO BOX 257MARENGOIL601520257501(C)(3)DOG RESCUE$343
FAITH IN FLORIDA INC
406 E AMELIA STORLANDOFL328035316501(C)(3)BUILD A NETWORK OF ORGANIZATIONS THAT WILL ADDRESS SYSTEMATIC RACIAL AND ECONOMIC ISSUES$15,000
FLORIDA IMMIGRANT COALITION INC
2800 BISCAYNE BLVD STE 200MIAMIFL331374500501(C)(3)AMPLIFY THE POWER OF IMMIGRANT COMMUNITIES TO IMPACT THE ROOT CAUSES OF INEQUALITY, DEFENDING HUMAN RIGHTS$15,000
FORWARD MT FOUNDATION
PO BOX 2817MISSOULAMT598062817501(C)(3)EDUCATE, ENGAGE, & ORGANIZE YOUNG MONTANANS TO IMPROVE THEIR COMMUNITIES & SHAPE THEIR DEMOCRACY$10,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY STREET THE PRESIDIOSAN FRANCISCOCA94129501(C)(3)EMPOWER INDIVIDUALS AND ORGANIZATIONS TO END VIOLENCE AGAINST WOMEN AND CHILDREN AROUND THE WORLD$25,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118501(C)(3)DEFENDING AND PROTECTING HUMAN RIGHTS$20,000
IGNITE
3414 236TH ST SWBRIERWA98036501(C)(3)SOCIAL CHANGE/EDUCATION$33,000
MOTHERING JUSTICE
17320 LIVERNOIS AVEDETROITMI482212759501(C)(3)TO ORGANIZE A DIVERSE LEADERSHIP OF MOTHERS THROUGHOUT MI TO REPRESENT THEIR COLLECTIVE INTEREST.$15,000
NARAL PRO-CHOICE AMERICA FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC20006501(C)(3)TO SUPPORT AND PROTECT A WOMAN'S FREEDOM TO MAKE PERSONAL DECISIONS REGARDING REPRODUCTIVE CHOICES$25,000
NEW GEORGIA PROJECT INCORPORATED
165 COURTLAND STREET SUITE A231ATLANTAGA303030000501(C)(3)CIVIC ENAGEMENT AND ADVOCACY FOR PEOPLE OF COLOR IN GEORGIA$15,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC200362611501(C)(3)HELP BUILD A JUST, EQUITABLE, AND SUSTAINABLE FUTURE BY OFFERING SUPPORT TO NONPROFIT LEADERS$25,000
NEW VOICES PITTSBURGH INC
5987 BROAD STREETPITTSBURGHPA152063060501(C)(3)BUILD A SOCIAL JUSTICE MOVEMENT DEDICATED TO THE HEALTH AND WELL-BEING OF BLACK WOMEN AND GIRLS$15,000
ONE ARIZONA
530 E MCDOWELL ROADPHOENIXAZ850041549501(C)(3)INCREASE CIVIC PARTICIPATION TO IMPROVE THE LIVES OF LATINOS, YOUNG PEOPLE, AND SINGLE WOMEN.$10,000
19TH NEWS
3267 BEE CAVES RD STE 107 353AUSTINTX787466773501(C)(3)NONPROFIT, NONPARTISAN NEWSROOM REPORTING AT THE INTERSECTION OF GENDER, POLITICS AND POLICY$10,000
THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVENUEBERKELEYCA94709501(C)(3)BUILD AND SHARE A FOOD CURRICULUM FOR ALL SCHOOLS$9,700
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755501(C)(3)ADVANCE PROGRESSIVE CAUSES AND POLICY INITIATIVES$10,000
VOCES DE LA FRONTERA
1027 S 5TH STMILWAUKEEWI532041734501(C)(3)EFFECT LONG-TERM SOCIETAL CHANGE THROUGH COMMUNITY ORGANIZING AND EMPOWERMENT$10,000
VOTERUNLEAD
1103 MISSOURI AVEDULUTHMN558114923501(C)(3)TRAIN WOMEN TO RUN FOR OFFICE$10,000
VOTO LATINO
PO BOX 35608WASHINGTONDC20033501(C)(3)CIVIL RIGHTS AND SOCIAL ACTION$25,000
WESTERN NATIVE VOICE
PO BOX 1018BILLINGSMT591031018501(C)(3)INSPIRE NATIVE LEADERSHIP SO OUR COMMUNITIES FLOURISH$10,000
WORKING AMERICA EDUCATION FUND
815 16TH ST NWWASHINGTONDC200064101501(C)(3)EDUCATE THE PUBLIC CONCERNING ISSUES OF IMPORTANCE TO WORKING FAMILIES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$403,193TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,614ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,575ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$198,728ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$335,917ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$335,917TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,100Amt
Net Investment Income$4,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$921,050EOYBookValueAmt
EOYFMV$951,590EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$5,465,108EOYBookValueAmt
EOYFMV$6,711,335EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$180$0$180
INSURANCE$1,388$0$0
BANK CHARGES$716$358$358
WEBSITE$7,366$0$7,366
OTHER EXPENSES$2,649$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL/MANAGEMENT FEES$42,694$42,694$0
INVESTMENT ADVISOR FEES - REMY$11,640$11,640$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$7,723$7,723$0
FEDERAL TAXES$17,000$0$0

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