SUMMIT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT CHARITABLE FOUNDATION INC (EIN 52-1743817)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349102440
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:10:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 521743817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2029122900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW NO 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS SANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2029122900 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXIS | PersonFirstNm |
| Person Last | SANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
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 | $86,910,017 | 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 | $4,358,526 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $146,859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146,840 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $722,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,908,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,647,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,816,449 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $75,027 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,741,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,760,649 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $356,028 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $318,228 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,452,527 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,432,527 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $489,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $489,825 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,735 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,735 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $330,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $460,661 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $375,548 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,575 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $175,130 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $251,418 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $293,451 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,032 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,575 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,011 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,284,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $547,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,062,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,465,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,729,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,749,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $547,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,791,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,991,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,213,113 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,926 | CashBOYAmt |
| Cash EOY | $123,104 | CashEOYAmt |
| Cash EOYFMV | $123,104 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,500,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,560,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,560,146 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,326 | AcctRcvblAmt |
| Acct Rcvbl BOY | $207 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,326 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,326 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $92,434 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,329 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,329 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $71,878,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,046,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,046,866 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,587,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $670,187 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,057,691 | LandBOYAmt |
| Land EOY | $917,386 | LandEOYAmt |
| Land EOYFMV | $917,386 | LandEOYFMVAmt |
| Other Assets BOY | $777,239 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,230,860 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,230,860 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,416,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,910,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,910,017 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $107,695 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,331 | AccountsPayableEOYAmt |
| Grants Payable BOY | $281,564 | GrantsPayableBOYAmt |
| Grants Payable EOY | $18,100 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $587,391 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $646,742 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $976,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $692,173 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,439,407 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,217,844 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,439,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,217,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,416,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,910,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,439,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,991,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,888,632 | OtherIncreasesAmt |
| Subtotal | $86,319,340 | SubtotalAmt |
| Other Decreases | $101,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,217,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ALTERNATIVE INVESTMENTS | P | $1,768,000 | $484,160 | $1,283,840 | $1,283,840 |
| PUBLICLY TRADED SECURITIES | P | $3,781,144 | $3,520,507 | $260,637 | $260,637 |
| DONATED SECURITIES | D | $4,092,117 | $2,826,883 | $1,265,234 | $1,265,234 |
| PARTNERSHIP INVESTMENTS | P | $3,006,738 | $3,006,738 | $3,006,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,816,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,003 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,003 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,359 | TaxDueAmt |
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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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.SUMMITFDN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2029122900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALEXIS SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | PRESIDENT | 40.00 | $326,028 | $29,342 | $0 |
| SHARI SANT PLUMMER | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | SECRETARY | 3.00 | $0 | $0 | $0 |
| JASON HICKS | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TREASURER | 3.00 | $0 | $0 | $0 |
| ALISON SANT JOHNSON | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CHRISSIE SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MICHAEL SANT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KATHRYN FULLER | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SHIRA SAPERSTEIN | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | TRUSTEE | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE CROCKETT | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | CHIEF FINANCIAL OFFI | 40.00 | $243,996 | $21,960 | $0 |
| KATHERINE HALL | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIR., EQUALITY FOR W | 40.00 | $206,868 | $18,618 | $0 |
| CHERI RECCHI | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIRECTOR, MESOAMERIC | 40.00 | $201,732 | $18,155 | $0 |
| DARRYL YOUNG | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIRECTOR, SUSTAINABL | 40.00 | $199,206 | $17,934 | $0 |
| JAMIE AMAGAI | ||||||||
| 1717 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | DIRECTOR OF GRANTS M | 40.00 | $132,480 | $11,924 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANSBERG GERSICK & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 TEMPLE STREET SUITE 205 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GOVERNANCE | ServiceTypeTxt |
| Compensation | $56,000 | CompensationAmt |
| 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 | $71,445,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,050,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,496,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,496,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,132,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,364,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,718,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,718,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,362 | TotalTaxAmt |
| Distributable Before Adj | $3,631,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,631,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,631,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,791,951 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $34,824 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,826,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,826,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,631,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $875,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,712,284 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,264,092 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,679,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,531,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,826,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,631,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,194,926 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,726,118 | 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 | $8,726,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $875,425 | ExcessFromYear4Amt |
| Excess From Year3 | $2,712,284 | ExcessFromYear3Amt |
| Excess From Year2 | $1,264,092 | ExcessFromYear2Amt |
| Excess From Year1 | $2,679,391 | ExcessFromYear1Amt |
| Excess From Current Year | $1,194,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER SANT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN | |||||||||||||
| BARRIO BELLA VISTA 5TA AVE 24 CALLE | LA CEIBA | ATLANTIDA | HO | 31101 | PC | GENERAL PROGRAM SUPPORT FOR ADDRESSING CHILD MARRIAGE THROUGH HOLISTIC EDUCATION IN HONDURAS AS PART OF THE SAT PROGRAM | $85,000 | ||||||
| ASOCIACION GOJOVEN HONDURAS | |||||||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | TEGUCIGALPA MDC | HO | NC | SEXUAL AND REPRODUCTIVE HEALTH: FOR YOU AND FOR ME | $70,000 | FRISCO LOTE NO W-20 CASA 1340 | |||||||
| ASOCIACION MINGA PERU | |||||||||||||
| CALLE JOSE MARIA DE LA JARA Y URETA | LIMA | PE | 18 | NC | CO-PRODUCTION OF COMMUNICATION MATERIALS FOR GOJOVEN HONDURAS AND BELIZE | $22,000 | 264 2DO PISO MIRAFLORES | ||||||
| EDUCATION TRAINING AND RESEARCH ASSOCIATES | |||||||||||||
| PC | YTH LIVE CONFERENCE SUPPORT | $5,000 | 1630 SAN PABLO AVENUE SUITE 500 | OAKLAND | CA | 94612 | |||||||
| EMILY LOUISE BARCKLOW DAMICA | |||||||||||||
| NC | INSTITUTIONAL STRENGTHENING | $1,750 | 10738 BARTLETT AVENUE NE | SEATTLE | WA | 98125 | |||||||
| FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION | |||||||||||||
| 25 CALLE 2-39 ZONA 1 | GUATEMALA | GT | 01001 | PC | GENERAL PROGRAM SUPPORT FOR FUNDAECO'S HEALTHY AND EMPOWERED WOMEN AND GIRLS PROGRAM | $150,000 | |||||||
| FUNDERS FOR REPRODUCTIVE EQUITY INC | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $16,200 | PO BOX 750 | ROCKVILLE | MD | 20848 | |||||||
| GOJOVEN BELIZE ALUMNI ASSOCIATION | |||||||||||||
| 54 BEST BUILDING HUMMINGBIRD | BELMOPAN | BH | 501 | NC | REDUCING SEXUAL AND REPRODUCTIVE HEALTH DISPARITIES IN THE CAYO AND STANN CREEK DISTRICT IN BELIZE | $60,000 | HIGHWAY | ||||||
| JENNIFER CATINO CONSULTING | |||||||||||||
| CARRER GIBRALTAR 43 | PREMIA DE MAR | SP | 08330 | NC | GENERATE FIELD-DRIVEN GUIDANCE TO INFORM FUTURE ACTION AND INVESTMENT IN YOUTH ENGAGEMENT AND LEADERSHIP DEVELOPMENT TO ADVANCE ADOLESCENT AND YOUTH SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS (AYSRHR) | $50,000 | |||||||
| J SOLOMON CONSULTING LLC | |||||||||||||
| NC | ORGANIZATIONAL EFFECTIVENESS AND PROGRAMMATIC IMPACT | $2,403 | 181 CENTRE STREET 24 | MOUNTAIN VIEW | CA | 94041 | |||||||
| PROMUNDO-US | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $48,764 | 1367 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 310 | ||||||
| SEATTLE INTERNATIONAL FOUNDATION | |||||||||||||
| PC | 2020 CENTRAL AMERICA DONORS FORUM | $7,000 | 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| PC | ADDRESSING CHILD MARRIAGE THROUGH HOLISTIC EDUCATION: A DESIGN-BASED RESEARCH STUDY | $59,973 | C/O SPONSORED PROJECTS OFFICE 1608 | BERKELEY | CA | 94710 | FOURTH STREET SUITE 220 MAIL CODE 5 | ||||||
| UNITED NATIONS POPULATION FUND | |||||||||||||
| PC | YOUTH NOW! 2020, ADOLESCENTS AND YOUTH AGAINST GENDER BASED VIOLENCE AND HARMFUL PRACTICES IN LATIN AMERICA AND THE CARIBBEAN | $50,000 | UNFPA HQ 605 THIRD AVENUE | NEW YORK | NY | 10158 | |||||||
| BLUE VENTURES CONSERVATION | |||||||||||||
| MEZZANINE THE OLD LIBRARY TRINITY | BRISTOL | UK | BS2 0NW | PC | GENERAL PROGRAM SUPPORT FOR MANAGING THE LIONFISH INVASION IN BELIZE | $40,000 | ROAD ST JUDES | ||||||
| FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION | |||||||||||||
| 25 CALLE 2-39 ZONA 1 | GUATEMALA | GT | 01001 | PC | GENERAL PROGRAM SUPPORT FOR EFFORTS TO IMPROVE THE HEALTH AND FUNCTIONING OF THE MARINE SYSTEMS OF CARIBBEAN GUATEMALA | $150,000 | |||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| 22 AVENIDA 0-59 ZONA 15 VISTA | GUATEMALA | GT | 01015 | PC | GENERAL PROGRAM SUPPORT FOR STRENGTHENING MANAGEMENT IN COROZAL BAY, BELIZE | $49,500 | HERMOSA II | ||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| 22 AVENIDA 0-59 ZONA 15 VISTA | GUATEMALA | GT | 01015 | PC | GENERAL PROGRAM SUPPORT FOR IMPROVING THE HEALTH AND RESILIENCE OF THE MAR | $244,757 | HERMOSA II | ||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| 22 AVENIDA 0-59 ZONA 15 VISTA | GUATEMALA | GT | 01015 | PC | GENERAL PROGRAM SUPPORT FOR MARINE PROTECTED AREA EMERGENCY FINANCIAL ASSISTANCE IN BELIZE | $193,000 | HERMOSA II | ||||||
| OCEANA INC | |||||||||||||
| PC | SUPPORTING REMOVAL OF GILLNETS FROM BELIZES WATERS | $100,000 | 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 200 | ||||||
| RARE INC | |||||||||||||
| PC | MANAGED ACCESS FISHERIES AND NO-TAKE RESERVES IN HONDURAS AND GUATEMALA DELIVERED THROUGH A NEW MUNICIPAL NETWORK MODEL | $80,000 | 1310 N COURTHOUSE ROAD SUITE 110 | ARLINGTON | VA | 22201 | |||||||
| SEATTLE INTERNATIONAL FOUNDATION | |||||||||||||
| PC | 2020 CENTRAL AMERICA DONORS FORUM | $5,000 | 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | |||||||
| SOCIAL SECTOR ACCELERATOR LLC | |||||||||||||
| NC | INSTITUTIONAL STRENGTHENING | $7,300 | 2345 CRYSTAL DRIVE SUITE 301 | ARLINGTON | VA | 22202 | |||||||
| TOLEDO INSTITUTE FOR DEVELOPMENT AND ENVIRONMENT | |||||||||||||
| 1 MILE SAN ANTONIO ROAD PO BOX 150 | PUNTA GORDA TOWN | TOLEDO DISTRICT | BH | PC | GENERAL OPERATING SUPPORT | $125,000 | |||||||
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $4,200 | 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | |||||||
| SAN FRANCISCO BAY AREA PLANNING AND URBAN RESEARCH ASSOCIATION | |||||||||||||
| PC | SUPPORT FOR A SERIES OF TRAININGS FOR BOARD MEMBERS OF BAY AREA TRANSIT AGENCIES | $10,000 | 654 MISSION STREET | SAN FRANCISCO | CA | 94105 | |||||||
| THE FUNDERS NETWORK | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $10,810 | 6705 SW 57TH AVENUE SUITE 700 | CORAL GABLES | FL | 33143 | |||||||
| URBAN SUSTAINABILITY DIRECTORS NETWORK | |||||||||||||
| PC | GIG WORK, ROAD USER FEES, AND EQUITY: IMPACTS ON SUSTAINABLE MODE USE AND INDUSTRY PARTICIPATION | $61,520 | 1624 VIOLA CIRCLE PORT | WASHINGTON | WI | 53074 | |||||||
| GREATER HIMALAYAS FOUNDATION | |||||||||||||
| PC | SUPPORT FOR LEADERSHIP DEVELOPMENT AND CULTURAL PRESERVATION IN THE HIMALAYAS | $1,500 | 714 NORTH WEST STREET | FALLS CHURCH | VA | 22046 | |||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| PC | DESIGNATED FOR THE FRIENDS OF CENTRO MUJERES FUND | $2,500 | 2505 N AVENUE | NATIONAL CITY | CA | 91950 | |||||||
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT INC | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,500 | PO BOX 21917 | NEW YORK | NY | 10087 | |||||||
| JOSEPH'S HOUSE | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,000 | 1730 LANIER PLACE NW | WASHINGTON | DC | 20009 | |||||||
| SMITHSONIAN INSTITUTION | |||||||||||||
| PC | SUPPORT OF THE NATIONAL MUSEUM OF NATURAL HISTORY | $1,000 | OFFICE OF SPONSORED PROJECTS PO BOX | WASHINGTON | DC | 20013 | 37012 MRC 1205 | ||||||
| TAHIRIH JUSTICE CENTER | |||||||||||||
| PC | GENERAL SUPPORT OF EFFORTS TO ASSIST REFUGEE WOMEN AND CHILDREN FLEEING GENDER-BASED VIOLENCE AND FOR ITS EFFORTS TO ADVOCATE FOR BETTER POLICIES TO PROTECT THEM | $2,500 | 6400 ARLINGTON BOULEVARD SUITE 400 | FALLS CHURCH | VA | 22042 | |||||||
| THE DC ABORTION FUND | |||||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,500 | PO BOX 65061 | WASHINGTON | VA | 20035 | |||||||
| THE RESOURCE FOUNDATION | |||||||||||||
| PC | PROMOTING SUSTAINABLE CHANGE FOR INDIGENOUS WOMEN AND THEIR COMMUNITIES THROUGHOUT THE PERUVIAN AMAZON | $1,000 | 244 FIFTH AVENUE SUITE 1428 | NEW YORK | NY | 10001 | |||||||
| THE UNIVERSITY OF TEXAS FOUNDATION | |||||||||||||
| PC | SUPPORT FOR THE LADY BIRD JOHNSON WILDFLOWER CENTER | $5,000 | 9011 MOUNTAIN RIDGE DRIVE SUITE 150 | AUSTIN | TX | 78759 | |||||||
| WORLD WILDLIFE FUND | |||||||||||||
| PC | SUPPORT OF INTERNATIONAL AND DOMESTIC WILDLIFE CONSERVATION ACTIVITIES | $2,000 | 1250 24TH STREET NW | WASHINGTON | DC | 20037 | |||||||
| WORLDWOMENWORK | |||||||||||||
| PC | GENERAL SUPPORT FOR CONSERVATION PROJECTS INVOLVING WOMEN IN CONSERVATION AND ELEPHANT PROTECTION | $500 | 8 COLE LANE | SANTA FE | NM | 87508 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,729,177 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASOCIACION MINGA PERU | |||||||||||
| CALLE JOSE MARIA DE LA JARA Y URETA | 264 2DO PISO MIRAFLORES | LIMA | PE | 18 | NC | CO-PRODUCTION OF COMMUNICATION MATERIALS FOR GOJOVEN HONDURAS AND BELIZE | $3,000 | ||||
| SOCIAL SECTOR ACCELERATOR LLC | |||||||||||
| NC | INSTITUTIONAL STRENGTHENING | $15,100 | 2345 CRYSTAL DRIVE SUITE 301 | ARLINGTON | VA | 22202 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,859 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,908,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,382,734 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,382,734 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROGER SANT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,358,526 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,477 SHARES OF IVV AND 10,000 SHARES OF VTI | NoncashPropertyDesc |
| Fair Market Value | $4,092,117 | FairMarketValueAmt |
| Received | 2020-03-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING CONSULTANTS | CategoryTxt |
| Amt | $36,400 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,900 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ASOCIACION GOJOVEN HONDURAS | ||||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO W-20 CASA 1340 | TEGUCIGALPA MDC | HO | 2019-02-01 | $50,009 | "IMPROVING MY LIFE THROUGH ADOLESCENT PREGNANCY PREVENTION" IN HONDURAS | $49,993 | NO | 2/24/2020 | INTERIM REPORT APPROVED JUNE 2020. FINAL REPORT RECEIVED AND APPROVED IN 2021; GRANT CLOSED 2021. |
| ASOCIACION GOJOVEN HONDURAS | ||||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO W-20 CASA 1340 | TEGUCIGALPA MDC | HO | 2019-10-01 | $3,963 | SUPPORT FOR STRENGTHENING INTERNAL GOVERNANCE AND FINANCIAL MANAGEMENT FOR A LEADING NGO IN HONDURAS THAT PROMOTES SEXUAL AND REPRODUCTIVE RIGHTS, YOUTH LEADERSHIP, AND EMPOWERMENT OF WOMEN AND YOUTH | $3,963 | NO | 2/24/2020 | INTERIM REPORT APPROVED 2020. FINAL REPORT RECEIVED AND APPROVED IN 2021; GRANT CLOSED 2021. |
| ASOCIACION GOJOVEN HONDURAS | ||||||||||
| COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO W-20 CASA 1340 | TEGUCIGALPA MDC | HO | 2020-01-01 | $70,000 | SEXUAL AND REPRODUCTIVE HEALTH: FOR YOU AND FOR ME | $70,000 | NO | 3/22/2021 | INTERIM AND FINAL REPORTS RECEIVED AND APPROVED IN 2021; GRANT CLOSED IN 2021. |
| GOJOVEN BELIZE ALUMNI ASSOCIATION | ||||||||||
| 54 BEST BUILDING HUMMINGBIRD | HIGHWAY | BELMOPAN CITY | BH | 2018-11-01 | $22,000 | PROMOTION OF YOUTH LEADERSHIP TO ADVANCE BELIZE'S SEXUAL AND REPRODUCTIVE HEALTH SERVICES, PROGRAMS, AND POLICIES | $22,000 | NO | 3/6/2020 | FINAL REPORT RECEIVED AND APPROVE; GRANT CLOSED IN 2020. |
| GOJOVEN BELIZE ALUMNI ASSOCIATION | ||||||||||
| 54 BEST BUILDING HUMMINGBIRD | HIGHWAY | BELMOPAN CITY | BH | 2019-06-01 | $25,000 | PROMOTION OF YOUTH LEADERSHIP TO ADVANCE BELIZE'S SEXUAL AND REPRODUCTIVE HEALTH SERVICES, PROGRAMS, AND POLICIES | $25,000 | NO | 3/6/2020 | FINAL REPORT RECEIVED AND APPROVED; GRANT CLOSED IN 2020. |
| GOJOVEN BELIZE ALUMNI ASSOCIATION | ||||||||||
| 54 BEST BUILDING HUMMINGBIRD | HIGHWAY | BELMOPAN CITY | BH | 2020-01-01 | $60,000 | REDUCING SEXUAL AND REPRODUCTIVE HEALTH DISPARITIES IN THE CAYO AND STANN CREEK DISTRICT IN BELIZE | $59,018 | NO | 8/9/2021 | INTERIM REPORT UNDER REVIEW |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA AND DELAWARE NO LONGER REQUIRE A COPY OF THE FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE INVESTMENT FUNDS | FMV | $48,032,784 | $48,032,784 |
| MUTUAL FUNDS AND U.S. TREASURY NOTES | FMV | $14,686,057 | $14,686,057 |
| COMMON STOCK | FMV | $16,328,025 | $16,328,025 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $240,911 | $101,128 | $139,783 | $139,783 |
| COMPUTER EQUIPMENT | $49,030 | $38,729 | $10,301 | $10,301 |
| LEASEHOLD IMPROVEMENTS | $1,297,632 | $530,330 | $767,302 | $767,302 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL CONSULTANTS | CategoryTxt |
| Legal Fees | $11,735 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,735 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS RECEIVABLE | $87,459 | $87,800 | $87,800 |
| INVESTMENT DISTRIBUTION RECEIVABLE | $689,780 | $1,143,060 | $1,143,060 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED EXCISE TAX | Desc |
| Amt | $101,496 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT RENTAL & MAINT. | $1,140 | $0 | $1,140 |
| TELEPHONE AND INTERNET SERVICE | $11,810 | $0 | $11,781 |
| DUES AND MEMBERSHIPS | $21,954 | $0 | $21,954 |
| SUBSCRIPTIONS/EDUCATIONAL MAT'L | $1,126 | $0 | $1,126 |
| POSTAGE AND DELIVERY | $1,109 | $0 | $1,109 |
| SUPPLIES | $1,338 | $0 | $2,440 |
| OFFICE EXPENSES | $7,865 | $0 | $7,865 |
| INSURANCE | $15,469 | $0 | $15,214 |
| COMPUTER EXPENSES | $994 | $0 | $994 |
| SOFTWARE LICENSES AND WARRENTIES | $31,206 | $0 | $31,362 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP K-1 INCOME | Desc |
| Net Investment Income | $75,027 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,888,632 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $202,651 | $304,147 |
| DEFERRED RENT AND LEASE INCENTIVE | $384,740 | $342,595 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $207,318 | $0 | $252,144 |
| INVESTMENT FEES | $123,404 | $0 | $123,404 |
| INVESTMENT FEES K-1 | $0 | $460,661 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES K-1 | $0 | $20,575 | $0 |
| FEDERAL EXCISE AND UBI TAXES | $70,418 | $0 | $0 |
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