RICHARD LOUNSBERY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD LOUNSBERY FOUNDATION INC (EIN 13-6081860)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202121339349100747
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T10:26:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | 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 | 136081860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LOUNSBERY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2028728080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 13TH STREET NW NO 1030N | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH HOLLEMAN BROWN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2028728080 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | HOLLEMAN BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,113,905 | 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 | $1,920,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $624,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $624,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,450,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,493,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,450,684 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,995,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,075,643 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $286,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $257,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,462 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,162 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,267 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,267 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,327 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,164 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $199,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $174,600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,599 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $701 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $21,417 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,142 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,275 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,724 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,724 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $613,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $388,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,291,789 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,291,789 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,904,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,679,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,090,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,856,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $262,013 | CashBOYAmt |
| Cash EOY | $501,323 | CashEOYAmt |
| Cash EOYFMV | $501,323 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $383,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,413,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,413,420 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,315,287 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,767,731 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,797,615 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,433,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,629,579 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,646,907 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,496,502 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,653,627 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,784,693 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,652,304 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,669,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,969,073 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,461 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,575 | LandBOYAmt |
| Land EOY | $874 | LandEOYAmt |
| Land EOYFMV | $874 | LandEOYFMVAmt |
| Total Assets BOY | $18,545,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,636,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,113,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,545,327 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,636,159 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,545,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,636,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,545,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,636,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,545,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,090,832 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,636,159 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,636,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,493,721 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,043,037 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,450,684 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,450,684 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,450,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $109,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $109,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,344 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,344 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $90,860 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RLOUNSBERY.ORG | WebsiteAddressTxt |
| Individual With Books | ELIZABETH HOLLEMAN BROWN | IndividualWithBooksNm |
| Phone | 2028728080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 13TH STREET NW 1030N | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| JESSE H AUSUBEL | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | CHAIRMAN | 5.00 | $50,000 | $0 | $0 |
| DAVID D SABATINI | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | VICE CHAIRMAN | 2.00 | $20,000 | $0 | $0 |
| JUNE YEARWOOD | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | TREASURER | 5.00 | $0 | $0 | $0 |
| MAXMILLIAN ANGERHOLZER III | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 5.00 | $20,000 | $0 | $0 |
| R NICHOLAS BURNS | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| CATHERINE DULAC | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| CLAIRE E MAX | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| RICHARD J MCHENRY | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| ELIZABETH HOLLEMAN BROWN | ||||||||
| 601 13TH STREET NW 1030N | WASHINGTON | DC | 20005 | DIRECTOR OF PROGRAMS & COR | 40.00 | $116,000 | $19,404 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $112,273 | 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 | $26,407,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $724,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $874 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,132,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,132,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $406,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,725,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,336,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,336,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109,204 | TotalTaxAmt |
| Distributable Before Adj | $1,227,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,227,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,227,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,679,841 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,679,841 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,679,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,227,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $126,513 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,679,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $126,513 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,920,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,227,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $406,238 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,326,238 | 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 | $1,920,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $406,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $406,238 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | L BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 13TH ST NW STE 1030N | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2028728080 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM IS REQUIRED FOR APPLICATION. APPLICATION IS TO BE MADE IN WRITING SETTING FORTH THE NEED, NATURE AND THE AMOUNT OF THE REQUEST PLUS A BUDGET JUSTIFYING THE AMOUNT REQUESTED. ALSO, THE ORGANIZATION'S IRS 501(C)(3) DETERMINATION LETTER AND RELEVANT EXHIBITS SHOULD BE INCLUDED, IF APPLICABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS SHOULD BE SUBMITTED TO THE FOUNDATION NO LATER THAN SIX WEEKS PRIOR TO THE FIRST OF | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO QUALIFYING ORGANIZATIONS ONLY AND NOT TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 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 | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOURNAL OF EMERGING INVESTIGATORS INC | |||||||||||||
| 394 RIVERWAY APT 4 | BOSTON | MA | 02115 | NONE | PC | SEED FUNDING FOR THE JOURNAL OF EMERGING INVESTIGATORS, INC. | $75,000 | ||||||
| MR OCTOBER FOUNDATION FOR KIDS | |||||||||||||
| 803 WOODVIEW DRIVE | SUN PRAIRIE | WI | 53590 | NONE | PC | BRONX STEM EDUCATION PROGRAMS | $60,000 | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 215 OLIN HALL 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | FRANCE-USA RESEARCH PROGRAM: DEEP DEGASSING OF ABIOTIC HYDROCARBONS | $18,000 | ||||||
| UNIVERSITE CLAUDE BERNARD | |||||||||||||
| NONE | NC | FRANCE-USA RESEARCH PROGRAM: DEEP DEGASSING OF ABIOTIC HYDROCARBONS | $82,000 | 43 BOULEVARD DU 11 NOVEMBRE 1918 | BERNARD | LYON | FR | ||||||
| GEDEON PROGRAMMES | |||||||||||||
| NONE | NC | DOCUMENTARY PROJECT: WASHINGTON AND CHASTELLUX, THE BIRTH OF A FRIENDSHIP | $150,000 | 155 RUE DE CHARONNE | PARIS | FR | 75011 | ||||||
| YALE UNIVERSITY SCHOOL OF FORESTRY & ENVIRONMENTAL STUDIES | |||||||||||||
| 195 PROSPECT STREET | NEW HAVEN | CT | 06511 | NONE | PC | OPEN-ACCESS ISSUE OF JOURNAL OF INDUSTRIAL ECOLOGY: INDUSTRIAL ECOLOGY FOR THE OCEANS | $69,648 | ||||||
| STIFTUNG PREUBISCHE KULTURBESITZ | |||||||||||||
| NONE | NC | GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION | $84,650 | VON-DER-HEYDT-STR 16-18 | BERLIN | GM | 10785 | ||||||
| BAYLOR COLLEGE OF MEDICINE | |||||||||||||
| 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION | $20,000 | ||||||
| COLOMBIAN ACADEMY OF EXACT PHYSICAL AND NATURAL SCIENCES | |||||||||||||
| NONE | NC | SUPPORTING SCIENCE IN VENEZUELA THROUGH THE LATIN AMERICAN ACADEMY OF SCIENCE | $70,000 | CARRERA 28 A NO 39 A 63 | BARRIO LA SOLEDAD | BOGATA | CO | ||||||
| YALE UNIVERSITY | |||||||||||||
| PO BOX 208229 | NEW HAVEN | CT | 06520 | NONE | PC | WORK IN THE TIME OF COVID-19: RAPID ESTIMATES OF THE US EMPLOYMENT SITUATION | $60,000 | ||||||
| BIOBUS INC | |||||||||||||
| 1361 AMSTERDAM AVENUE SUITE 340 | NEW YORK | NY | 10027 | NONE | PC | BIOBUS VIRTUAL LABORATORY PROGRAMS FOR UNDERSERVED STUDENTS | $80,000 | ||||||
| ROCKEFELLER UNIVERSITY | |||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | THE CORONAVIRUS CALENDAR (CORONACAL) PROJECT: SIMPLIFIED COVID-19 TEST SYSTEM | $120,000 | ||||||
| CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS | |||||||||||||
| 601 THIRTEENTH STREET SUITE 1050N | WASHINGTON | DC | 20005 | NONE | PC | REBUILDING CONGRESSIONAL ARMS CONTROL CONSENSUS | $80,000 | ||||||
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | |||||||||||||
| 1300 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PC | REVIVING U.S. RUSSIAN SCIENTIFIC EXCHANGE BY THE KEENAN INSTITUTE | $115,000 | ||||||
| UNIVERSITY OF BUENOS AIRES ARGENTINA AND NATIONAL RESEARCH COUNCIL OF ARGE | |||||||||||||
| NONE | NC | EPIGENETICS IN THE ALTERNATIVE SPLICING STRATEGY TO CURE SPINAL MUSCULAR ATROPHY | $70,000 | VIAMONTE 430 | BUENOS AIRES | AR | C1053 | ||||||
| ECOLE NORMALE SUPERIEURE DE LYON (ENS DE LYON) | |||||||||||||
| NONE | NC | ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MONTESQUIEU TO CATHERINE III | $115,000 | 15 PARVIS RENE DESCARTES BP7000 | CEDEX | LYON | FR | 69342 | |||||
| GENETIC LITERACY PROJECT | |||||||||||||
| 909 DAYTON STREET | CINCINNATI | OH | 45214 | NONE | PC | VACCINES: RESEARCH, LOGISTICAL, POLICY AND COMMUNICATIONS CHALLENGES | $60,000 | ||||||
| NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT | |||||||||||||
| 1776 EYE STREET NW SUITE 750 | WASHINGTON | DC | 20006 | NONE | PC | TRACING THE PLASTIC POLLUTION SURGE AND IMPACT DURING THE 2020 PANDEMIC | $75,000 | ||||||
| SCIENCE CLUB FOR GIRLS | |||||||||||||
| 136 MAGAZINE STREET 2 | CAMBRIDGE | MA | 02139 | NONE | PC | EXPANSION OF SCIENCE CLUB FOR GIRLS VIRTUAL PROGRAMMING AS A RESULT OF COVID-19 PANDEMIC | $100,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | NONE | PC | WORK IN THE TIME OF COVID-19: RAPID ESTIMATES OF THE US EMPLOYMENT SITUATION, PHASE II | $50,000 | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CONNECTIONS TO SUSTAIN SCIENCE IN LATIN AMERICA | $619,281 | ||||||
| THE COUNCIL ON FOREIGN RELATIONS | |||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | CAREERS OF AMERICANS IN INTERNATIONAL RELATIONS: THE HOW I GOT HERE SERIES | $50,000 | ||||||
| THE INNOVATION INSTITUTE | |||||||||||||
| 288 WALNUT STREET SUITE 300 | NEWTONVILLE | MA | 02460 | NONE | PC | PILOT LAB-BASED, OUT-OF-SCHOOL TIME STEM PROGRAM IN BALTIMORE INCORPORATING HYBRID LEARNING STRATEGIES | $100,000 | ||||||
| MAX WEBER FOUNDATION GERMAN HISTORICAL INSTITUTE MOSCOW | |||||||||||||
| NONE | NC | RESEARCH ON THE LANGUAGES OF DIPLOMACY IN THE EIGHTEENTH-CENTURY WORLD | $64,360 | REPRESENTATION IN MOSKAU UL | MOSCOW | RS | 109044 | VORONZOVSKAJA | |||||
| INSTITUTE OF INTERNATIONAL EDUCATION | |||||||||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | "IIE SCHOLAR RESCUE FUND: SAVE THE LIVES AND WORK OF | $200,000 | ||||||
| J CRAIG VENTER INSTITUTE | |||||||||||||
| 4120 CAPRICORN LANE | LA JOLLA | CA | 92037 | NONE | PC | CHARACTERIZING MICROBIAL MECHANISMS IN AGING ARTWORK | $160,000 | ||||||
| PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEAN (POGO) | |||||||||||||
| NONE | NC | COLLECT CITIZEN OBSERVATION OF LOCAL LITTER IN COASTAL ECOSYSTEMS | $100,000 | PROSPECT PLACE PLYMOUTH PL1 3DH | PLYMOUTH | UK | PL1 3DH | ||||||
| ACADEMIE DES SCIENCES | |||||||||||||
| NONE | NC | "RICHARD LOUNSBERY AWARD | $130,000 | 23 QUAI DE CONTI | PARIS | FR | 75006 | ||||||
| FUNDACION UNIVERSIDAD ARGENTINA SIGLO | |||||||||||||
| NONE | NC | EXPLORATORY RESEARCH IN HISTORY OF CELL BIOLOGY: DAVID SABATINI BIOGRAPHY | $12,000 | CALLE DE LOS LATINOS N 8555 B LOS | CORDOBA | AR | BOULEVARES | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| 500 5TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | THE FRANK PRESS REMEMBRANCE PROGRAM | $10,000 | ||||||
| CENTER FOR COMMON GROUND INC | |||||||||||||
| 18459 PATRIOT LANE | RUTHER GLEN | VA | 22546 | NONE | PC | VIRGINIA POOR PEOPLE'S CAMPAIGN | $1,000 | ||||||
| SCIENCE CLUB FOR GIRLS | |||||||||||||
| 136 MAGAZINE STREET SUITE 2 | CAMBRIDGE | MA | 02139 | NONE | PC | ADVANCING THE MISSION OF THE SCIENCE CLUB FOR GIRLS | $10,000 | ||||||
| THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI | |||||||||||||
| 2101 VANDIVER DRIVE | COLUMBIA | MO | 65202 | NONE | PC | GENERAL OPERATING FUNDS FOR HOWARD COUNTY, MO | $1,350 | ||||||
| ARTULA INSTITUTE FOR THE ARTS AND ENVIRONMENTAL EDUCATION | |||||||||||||
| PO BOX 1139 | BANDON | OR | 97411 | NONE | PC | CREATING EDUCATIONAL ARTWORKS FOR TRAVELING EXHIBITIONS FROM MARINE DEBRIS | $5,000 | ||||||
| FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL | |||||||||||||
| NONE | NC | CAPITALIZING ON GLYCOMICS FOR THE DESIGN OF A NOVEL THERAPEUTIC STRATEGY IN MULTIPLE SCLEROSIS | $12,000 | VUELTA DE OBLIGADO 2490 | BUENOS AIRES | AR | C1428 | ||||||
| AIR GALLERY | |||||||||||||
| 155 PLYMOUTH STREET | BROOKLYN | NY | 11201 | NONE | PC | A DIGITAL EXHIBITION OF COMMISSIONED ARTWORKS BY WOMEN ARTISTS ON THE COVID-19 PANDEMIC | $12,000 | ||||||
| AMERICAN UNIVERSITY OF PARIS | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT FRIEMAN ENVIRONMENTAL CENTER | $12,000 | 6 RUE DU COLONEL COMBES | PARIS | FR | 75007 | ||||||
| UNIVERSITY OF ST ANDREW'S | |||||||||||||
| NONE | NC | ADVANCING SOUND AS AN ESSENTIAL OCEAN VARIABLE IN GLOBAL OBSERVING | $12,000 | COLLEGE GATE | ST ANDREWS | UK | KY16 9AJ | ||||||
| INDIAN INSTITUTE OF TECHNOLOGY TIRUPATI | |||||||||||||
| NONE | NC | SURVIVECOVID-19++ - A GAME FOR IMPROVING AWARENESS OF SOCIAL DISTANCING AND HEALTH MEASURES FOR COVID-19 PANDEMIC | $12,000 | RENIGUNTA ROAD POST SETTIPALLI | ANDHRA PRADESH | IN | 517506 | TIRUPATI | |||||
| SALVATION ARMY NCAC | |||||||||||||
| 2626 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $12,000 | ||||||
| WASHINGTON NATIONAL CATHEDRAL | |||||||||||||
| 3101 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $12,000 | ||||||
| PRE-SCIENTIST INC | |||||||||||||
| 901 BRANTFORD AVENUE | SILVER SPRING | MD | 20904 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $12,000 | ||||||
| THE LAFAYETTE TRAIL INC | |||||||||||||
| 302 HART ROAD | GAITHERSBURG | MD | 20878 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $10,000 | ||||||
| BROOKLYN WORKFORCE INNOVATIONS INC (LEAP INC) | |||||||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $5,000 | ||||||
| ZEPHYR EDUCATION FOUNDATION | |||||||||||||
| 54 WIDGEON ROAD | FALMOUTH | MA | 02540 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $10,000 | ||||||
| BURLINGTON WRITERS WORKSHOP | |||||||||||||
| 110 MAIN STREET STUDIO 3C | BURLINGTON | VT | 05401 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $12,000 | ||||||
| PROFESSIONAL CHILDREN'S SCHOOL | |||||||||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $10,000 | ||||||
| THE HARTSBROOK SCHOOL | |||||||||||||
| 193 BAY ROAD | HADLEY | MA | 01035 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $10,000 | ||||||
| NEW YORK FESTIVAL OF SONG | |||||||||||||
| ONE PENN PLAZA 6108 | NEW YORK | NY | 10119 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $5,000 | ||||||
| GEORGE JACKSON ACADEMY | |||||||||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $5,000 | ||||||
| AMERICAN HOPSITAL OF PARIS | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $12,000 | 63 BOULEVARD VICTOR HUGO | NEUILLYSUR SEINE | FR | 92200 | ||||||
| HUMANUS DOCUMENTARY FILMS FOUNDATION | |||||||||||||
| 30 S SALINAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | "GENERAL OPERATING SUPPOT DURING COVID-19 PANDEMIC:DISTRIBUTION FOR FINISHED DOCUMENTARY, THE LAFAYETTE ESCADRILLE | $12,000 | ||||||
| UNIVERSIDAD SIMON BOLIVAR ALUMNI ASSOCIATION OF AMERICA INC | |||||||||||||
| 4 STONE LANE APT 5129 | MALDEN | MA | 02148 | NONE | PC | A CLEARING-HOUSE MECHANISM FOR THE SCIENCES IN LATIN AMERICA - RESEARCH | $12,000 | ||||||
| PARTNERSHIP WITH CHILDREN INC | |||||||||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC | $5,000 | ||||||
| THE NEW YORK PHILHARMONIC | |||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | AUDIENCE DEVELOPMENT INITIATIVES FOR STUDENTS | $5,000 | ||||||
| NEW YORK UNIVERSITY DEPARMENT OF PHILOSOPY | |||||||||||||
| 15 WASHINGTON PLACE | NEW YORK | NY | 10003 | NONE | PC | REALISM AND IDEALISM: RECENT CONTROVERSIVES IN THE PHILOSOPHY OF SCIENCE | $12,000 | ||||||
| SHELDRICK WILDLIFE TRUST USA | |||||||||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC:ORPHANS' ELEPHANT PROJECT | $12,000 | ||||||
| FRANKLIN EDUCATION FORUM | |||||||||||||
| 1250 I STREET NW SUITE 330 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC: RETIREMENT SECURITY FOR ALL | $12,000 | ||||||
| BISHOP WALKER SCHOOL | |||||||||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PC | STEM EDUCATION SUPPORT DURING COVID-19 PANDEMIC | $5,000 | ||||||
| CURTIN UNIVERSITY CENTRE FOR MARINE SCIENCE AND TECHNOLOGY | |||||||||||||
| NONE | NC | EXPLORING ANIMAL BEHAVIOR THROUGH SOUND | $12,000 | KENT STREET | BENTLEY | WESTERN AUSTRALIA | AS | 6102 | |||||
| PHILANTHROPY ROUNDTABLE | |||||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| THE FOUNDATION CENTER DBA CANDID | |||||||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $4,500 | ||||||
| COUNCIL ON FOUNDATIONS | |||||||||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,291,789 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $624,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,450,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,075,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,075,643 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LOUNSBERY FUND INC TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN PO BOX 6089 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,920,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LUTZ AND CARR, CPA'S | CategoryTxt |
| Amt | $12,327 | Amt |
| Net Investment Income | $6,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,163 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTERS | 2005-01-01 | $3,745 | $3,745 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2011-05-10 | $1,863 | $1,863 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE | 2015-05-08 | $4,375 | $4,083 | SL | 5.000000000000 | $292 | $0 |
| FURNITURE | 2015-07-15 | $607 | $545 | SL | 5.000000000000 | $60 | $0 |
| COMPUTER | 2018-06-30 | $1,745 | $524 | SL | 5.000000000000 | $349 | $0 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PAGE 8, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FOUNDATION HEREBY ELECTS TO TREAT $1,920,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $1,920,000 AS A DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (32 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CYPRUS INSTITUTE | |||||||||||
| 20 KONSTANTINOU KAVAFI | AGLANTZI | CY | 2121 | 2016-05-03 | $300,000 | SUSTAINABLE LAND-BASED AQUACULTURE IN ISRAEL-PALESTINE | $300,000 | 11/27/2020 | 2020-11-27 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| PRINCESS SUMAYA UNIVERSITY FOR TECHNOLOGY | |||||||||||
| KHALIL SAKET STREET AL-JUBAIHA | AMMAN | JO | 1428-1191 | 2016-05-08 | $75,000 | SESAME (TRAINING OF SCIENTISTS FOR SYNCHROTRON-LIGHT FACILITY) | $25,747 | 4/12/2021 | 2021-04-12 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/12/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/30/2022. WE EXPECT TO RECEIVE A FINAL REPORT BY THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| UNIVERSITY OF FLORENCE | |||||||||||
| PIAZZA S MARCO | FLORENCE | IT | 50121 | 2016-08-29 | $100,000 | GENETIC CHARACTERIZATION OF LEONARDO DA VINCI'S REMAINS | $100,000 | 2/12/2021 | 2021-02-12 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS | |||||||||||
| PROSPECT PLACE | PLYMOUTH | UK | PL 1 3DH | 2017-11-07 | $50,000 | BIOLOGICAL OBSERVATIONS MEETING | $50,000 | 12/23/2020 | 2020-12-23 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| MUSEUM NATIONAL D'HISTOIRE NATURELLE | |||||||||||
| 12 RUE BUFFON | PARIS | FR | 75005 | 2017-11-11 | $91,080 | GENOMICS OF INSECT-PLANT INTERACTION | $91,080 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |||
| YORK UNIVERSITY | |||||||||||
| 4700 KEELE STREET | TORONTO | CA | M3J IP3 | 2018-06-14 | $12,000 | A BIOGRAPHY OF JOSHUA LEDERBERG | $12,000 | 12/17/2020 | 2020-12-17 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| UNIVERSITY GRENOBLE ALPES | |||||||||||
| 621 AVENUE CENTRALE | GRENOBLE | FR | 2018-07-13 | $100,000 | TEMPERATURE AND COMPOSITION OF EARTH MANTLE: A FRENCH-RUSSIAN-AMERICAN JOINT STUDY | $100,000 | 2/22/2021 | 2021-02-22 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | ||
| ASSOCIATION ROBERT DEBRE POUR LA RECHERCHE MEDICALE | |||||||||||
| 48 BOULEVARD SERURIER | PARIS | FR | 75019 | 2018-12-10 | $147,610 | GAMES FOR ENHANCING PRIMARY SCHOOL CHILDREN'S LEARNING OF MATHEMATICS | $147,610 | 1/31/2020 | 2020-01-31 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| LEONARDO HERITAGE ASSOCIATION | |||||||||||
| MUSEO IDEALE LEONARDO DA VINCI VIA | VINCI | IT | 2019-02-07 | $120,000 | TRACING THE COMPLEX GENEALOGY OF LEONARDO DA VINCI | $52,666 | 10/26/2020 | 2020-10-26 | WE RECEIVED A PROGRESS REPORT ON 11/26/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 10/31/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | IV NOVEMBRE 2 | |
| NATURALIS BIODIVERSITY CENTEROXFORD UNIVERSITY | |||||||||||
| VONDELLAAN 55 | LEIDEN | NL | 2322 AA | 2019-05-29 | $115,000 | DIVERSITY OF OCTOCORALS IN THE NORTHWEST INDIAN OCEAN | $38,400 | 6/11/2020 | 2020-06-11 | WE RECEIVED A PROGRESS REPORT ON 6/11/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 6/30/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| VLAAMS INSTITUUT VOOR DE ZEE (VLIZ FLANDERS MARINE INSTITUTE) | |||||||||||
| WANDELAARKAAI 7 | OOSTENDED | BE | 8400 | 2019-06-03 | $80,000 | INTEGRATING GENOMIC INFORMATION INTO WHAT/ WHERE DATABASES OF MARINE LIFE | $0 | 12/31/2020 | 2020-12-31 | WE RECEIVED A PROGRESS REPORT ON 12/31/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2021. WE EXPECT TO RECEIVE AN INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO | |||||||||||
| BV PREDIO CONICET 27 DE FEBRERO 210 | SANTA FE | AR | 2019-07-30 | $80,000 | SUPPORT OF ARGENTINIAN SCIENTISTS STUDYING THE LIVE CAENORHABDITIS ELEGANS | $80,000 | 2/22/2021 | 2021-02-22 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | BIS 2000 ROSARIO | |
| INSTITUTE OF BIOLOGY AND EXPERIMENTAL MEDICINE (IBYME) FOR MUSEO ARGENTINO | |||||||||||
| AV ANGEL GALLARDO | BUENOS AIRES | AR | C1405DJR | 2019-07-31 | $80,000 | ARGENTINIAN SCIENTISTS ADDRESSING DARWIN'S MYSTERY OF MYSTERIES | $43,564 | 10/29/2020 | 2020-10-29 | WE RECEIVED A PROGRESS REPORT ON 10/29/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 10/31/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| INSTITUTO DE BIO Y GEOSCIENCES DEL NOROESTE ARGENTINO | |||||||||||
| AV 9 DE JULIO NO 14 ROSARIO DE | SALTA | AR | 2019-08-07 | $60,000 | NORTHERN ARGENTINIAN SCIENTISTS LOOKING AT THE IMPLICATIONS IN THE EXPLORATION OF THE GEOTHERMAL RESOURCE | $41,804 | 7/16/2020 | 2020-07-16 | WE RECEIVED A PROGRESS REPORT ON 7/16/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 7/30/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | LERMA 4405 | |
| CHATEAU DU CLOS LUCE | |||||||||||
| 2 RUE DU CLOS LUCE | AMBOISE | FR | 37400 | 2019-09-27 | $12,000 | CREATION OF THE CARLO PEDRETTI LIBRARY (LEONARDO PROJECT) | $12,000 | 10/23/2020 | 2020-10-23 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| FUNDACION INSTITUTO LELOIR | |||||||||||
| AV PATRICIAS ARGENTINAS 435 | CIUDAD DE BUENOS AIRES | AR | C1405BWE | 2019-11-05 | $154,400 | SUPPORT OF TWO LABORATORIES IN ARGENTINA | $138,886 | 12/15/2020 | 2020-12-15 | WE RECEIVED A PROGRESS REPORT ON 12/15/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2021. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| BIRKBECK UNIVERSITY OF LONDON | |||||||||||
| WCIE 7HX | LONDON | UK | 2019-12-04 | $177,037 | SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO | $0 | 12/31/2020 | 2020-12-31 | WE RECEIVED A PROGRESS REPORT ON 12/31/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2021. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | ||
| FUNDACION UNIVERSIDAD ARTENTINA SIGLO | |||||||||||
| CALLE DE LOS LATINOS N 8555 B LOS | CORDOBA | AR | 2020-02-12 | $12,000 | EXPLORATORY RESEARCH IN HISTORY OF CELL BIOLOGY: BIOGRAPHY ON DAVID SABATINI | $4,000 | 2/16/2021 | 2021-02-16 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 2/16/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 2/28/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | BOULEVARDES | |
| GEDEON PROGRAMMES | |||||||||||
| 155 RUE DE CHARONNE | PARIS | FR | 75011 | 2020-02-18 | $150,000 | DOCUMENTARY PROJECT: WASHINGTON AND CHASTELLUX, THE BIRTH OF A FRIENDSHIP | $132,533 | 3/29/2021 | 2021-03-29 | WE RECEIVED A PROGRESS REPORT ON 3/29/2021 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 10/31/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | |
| COLOMBIAN ACADEMY OF EXACT PHYSICAL AND NATURAL SCIENCES | |||||||||||
| CARRERA 28 A NO 39A-63 APARTADO PO | BOGOTA | CO | 44763 | 2020-04-03 | $70,000 | SUPPORTING SCIENCE IN VENEZUELA THROUGH THE LATIN AMERICAN ACADEMY OF SCIENCE | $15,988 | 4/20/2021 | 2021-04-20 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/20/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/30/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | BOX 44763 BARRIO LA SOLEDAD DC |
| FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL - IBYME | |||||||||||
| VUELTA DE OBLIGADO 2490 C1428 | BUENOS AIRES | AR | 2020-04-07 | $12,000 | CAPITALIZING ON GLYCOMICS FOR THE DESIGN OF A NOVEL THERAPEUTIC STRATEGY IN MULTIPLE SCLEROSIS | $11,975 | 4/20/2021 | 2021-04-20 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/20/21 AND EXPECT THE FINAL REPORT BY 5/31/21. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | ||
| UNIVERSITY CLAUDE BERNARD LYON FRANCE | |||||||||||
| 43 BOULEVARD DU 11 NOVEMBRE 1918 | VILLEURBANNE | FR | 69622 | 2020-04-17 | $82,000 | "FRANCE-USA RESEARCH PROGRAM: | $82,000 | 4/25/2021 | 2021-04-25 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| UNIVERSITY OF ST ANDREW'S | |||||||||||
| ST ANDREWS FIFE | ST ANDREWS | UK | 2020-05-01 | $12,000 | ADVANCING SOUND AS AN ESSENTIAL OCEAN VARIABLE IN GLOBAL OBSERVING | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | |||||
| INDIAN INSTITUTE OF TECHNOLOGY TIRUPATI | |||||||||||
| RENIGUNTA ROAD POST SETTIPALLI | ANDHRA PRADESH | IN | 517506 | 2020-05-05 | $12,000 | SURVIVECOVID-19++ - A GAME FOR IMPROVING AWARENESS OF SOCIAL DISTANCING NAD HEALTH MEAUSRES FOR COVID-19 PANDEMIC | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | TIRUPATI | |||
| UNIV OF BUENOS AIRES ARGENTINA & NATL RESEARCH COUNCIL OF ARGETINA | |||||||||||
| CIUDAD UNIVERSITARIA - PABELLON | BUENOS AIRES | AR | 2020-05-07 | $70,000 | EPIGENETICS IN THE ALTERNATIVE SPLICING STRATEGY TO CURE SPINAL MUSCULAR ATROPHY | $19,453 | 3/25/2021 | 2021-03-25 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/25/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 3/31/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | IFIBYNE C1428EHA | |
| ECOLE NORMALE SUPERIEURE DE LYON (ENS DE LYON) | |||||||||||
| 15 PARVIS RENE DESCARTES BP7000 | LYON | FR | 69342 | 2020-05-29 | $115,000 | ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MOTESQUIEU TO CATHERINE III | $5,810 | 4/07/2021 | 2021-04-07 | WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/07/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/07/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | |
| STIFTUNG PREUBISCHE KULTURBESITZ | |||||||||||
| VON-DER-HEYDT-STR 16-18 | BERLIN | GM | 10785 | 2020-07-17 | $50,000 | GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION | $15,106 | 4/07/2021 | 2021-04-07 | WE RECEIVED A PROGRESS REPORT ON 4/7/2021. A FORMAL STATEMENT OF AMOUNTS EXPENDED IS NOT DUE UNTIL 7/31/2021 AND WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. THIS WAS PAYMENT 1 OF 2. | |
| ACADEMIE DES SCIENCES | |||||||||||
| 23 QUAI DE CONTI 75006 | PARIS | FR | 2020-10-21 | $130,000 | RICHARD LOUNSBERY AWARD (AWARDED IN ALTERNATING YEARS IN FRANCE OR U.S. FOR 40+ YEARS) | $130,000 | 10/21/2020 | 2020-10-21 | THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2019 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT. | ||
| MAX WEBER FOUNDATION - GERMAN HUMANITIES INSTITUTES ABROAD | |||||||||||
| REPRESENTATION IN MOSKAU U | MOSCOW | RS | 109044 | 2020-11-06 | $64,360 | RESEARCH ON THE LANGUAGES OF DIPLOMACY IN THE EIGHTEENTH-CENTURY WORLD | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | VORONZOVSKAJA | |||
| STIFTUNG PREUBISCHE KULTURBESITZ | |||||||||||
| VON-DER-HEYDT-STR 16-18 | BERLIN | GM | 10785 | 2020-12-07 | $34,650 | GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION | $0 | 4/07/2021 | 2021-04-07 | WE RECEIVED A INTERIM FINANCIAL REPORT ON 4/7/2021. A FORMAL STATEMENT OF AMOUNTS EXPENDED IS NOT DUE UNTIL 7/31/2021 AND WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.THIS WAS PAYMENT 2 OF 2. | |
| PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS | |||||||||||
| PLYMOUTH MARINE LABORATORY PROSPECT | PLYMOUTH | UK | PL1 3DH | 2020-12-17 | $100,000 | COLLECT - CITIZEN OBSERVATION OF LOCAL LITTER IN COASTAL ECOSYSTEMS | $100,000 | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | PLACE | ||
| CURTIN UNIVERSITY | |||||||||||
| CENTRE FOR MARINE SCIENCE AND | PERTH | AS | 2020-12-17 | $12,000 | EXPLORING ANIMAL BEHAVIOR THROUGH SOUND | A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. | TECHNOLOGY KENT STREET BENTLEY WA 6 | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC B/E 04.350% 030129 DTD021919 CALL@MW+30BP | $255,485 | $280,275 |
| BANK OF AMER CORP 03.458% 031525 DTD031519 FC091519 CALL@MW+20BP | $133,116 | $141,543 |
| BANK OF AMER CORP NTS 02.881% 042423 DTD042417 FC102417 CALL@MW+20BP | $133,956 | $139,309 |
| BOOKING HLDGS INC NTS 04.500% 041327 DTD041320 CALL@MW+50BP | $257,076 | $285,443 |
| BROADCOM CRP / CAYMN FI 03.625% 011524 DTD011518 FC071518 CALL@MW+25BP | $139,760 | $140,512 |
| CHARTER COMM OPT LLC/CAP 04.908% 072325 DTD072316 FC012317 CALL@MW+40BP | $138,917 | $139,374 |
| CHENIERE CORP CHRISTI HD 05.875% | $131,567 | $139,654 |
| CITIGROUP INC NTS B/E 01.620% | $137,457 | $137,310 |
| ENERGY TRANSFER OPERATNG 05.500% | $138,868 | $147,125 |
| GOLDMAN SACHS GROUP INC 02.905% | $133,469 | $140,216 |
| HOLLYFRONTIER CORP B/E 05.875% | $262,913 | $279,175 |
| JPMORGAN CHASE & CO NTS 03.559% | $264,208 | $278,676 |
| MORGAN STANLEY 01.617% | $110,461 | $112,089 |
| WELLS FARGO & CO NTS B/E 01.444% | $142,245 | $142,212 |
| WELLS FARGO & CO NTS B/E 01.654% 060224 DTD060220 FC120220 CALL@MW+25BP | $135,822 | $138,764 |
| MYLAN NV NTS B/E 03.950% 061526 DTD121516 FC061517 CALL@MW+35BP | $138,307 | $143,016 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (305 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $197,226 | $263,317 |
| ACCENTURE PLC IRELAND CL A | $180,959 | $295,951 |
| ACUSHNET HLDGS CORP | $43,120 | $64,945 |
| ADOBE INC. (DELAWARE) | $55,601 | $229,055 |
| AECOM | $12,815 | $12,843 |
| ALEXION PHARMACEUTICALS INC | $31,943 | $40,466 |
| ALIGN TECHNOLOGY INC | $34,249 | $100,463 |
| ALLEGHANY CORP DEL NEW | $32,397 | $32,599 |
| ALLSTATE CORP | $25,478 | $28,362 |
| ALLY FINANCIAL INC | $23,680 | $28,564 |
| ALPHABET INC CL A | $31,696 | $70,106 |
| ALPHABET INC CL C | $106,258 | $225,993 |
| AMERICAN INTL GROUP INC COM NEW | $94,670 | $96,429 |
| AMERISOURCEBERGEN CORP | $27,525 | $26,004 |
| ANNALY CAPITAL MANAGEMENT INC REIT | $27,586 | $30,065 |
| APTARGROUP INC | $9,205 | $24,093 |
| ARAMARK HOLDINGS CORP | $11,923 | $13,122 |
| ARCHER DANIELS MIDLAND CO | $27,824 | $31,809 |
| ARTISAN PARTNERS ASSET MGMT INC | $21,580 | $41,178 |
| ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC | $24,448 | $74,894 |
| ATRION CORP DELA | $32,216 | $23,763 |
| AUTODESK INC | $83,200 | $150,838 |
| BAKER HUGHES CO CL A | $18,677 | $21,204 |
| BANK OF AMER CORP | $49,612 | $58,074 |
| BERKSHIRE HATHAWAY INC NEW CL B | $65,755 | $72,807 |
| BOOKING HLDGS INC | $39,727 | $46,773 |
| BORGWARNER INC | $38,967 | $39,876 |
| CARNIVAL CORP NEW (PAIRED STOCK) | $10,997 | $14,166 |
| CARRIER GLOBAL CORP | $17,163 | $25,876 |
| CATERPILLAR INC | $24,068 | $27,667 |
| CDK GLOBAL INC COM | $21,521 | $23,583 |
| CENTENE CORP | $25,414 | $23,172 |
| CENTERPOINT ENERGY INC (HLDGS CO) | $18,835 | $17,485 |
| CHARTER COMMUNICATIONS INC NEW CL A | $31,057 | $44,324 |
| CHEVRON CORP | $51,160 | $45,772 |
| CIT GROUP INC | $22,473 | $23,550 |
| COGNIZANT TECH SOLUTIONS CRP | $38,271 | $45,974 |
| COMCAST CORP NEW CL A | $29,284 | $38,252 |
| CORTEVA INC | $26,699 | $28,188 |
| DEERE AND CO | $8,956 | $11,031 |
| DISCOVERY INC SER C | $15,628 | $18,385 |
| DISH NETWORK CORP CL A | $26,033 | $25,322 |
| DOLLAR GEN CORP NEW | $42,034 | $98,210 |
| DOLLAR TREE INC | $32,795 | $36,626 |
| DOMINION ENERGY INC | $21,808 | $20,379 |
| DONALDSON CO INC | $13,354 | $25,090 |
| DRIL-QUIP INC | $33,271 | $21,919 |
| EBAY INC | $16,272 | $16,884 |
| EMCOR GROUP INC | $58,878 | $76,643 |
| EQT CORP | $12,649 | $10,943 |
| EQUITABLE HLDGS INC | $4,024 | $4,120 |
| EURONET WORLDWIDE INC | $14,890 | $17,101 |
| FACEBOOK INC CL A | $163,573 | $291,462 |
| FACTSET RESH SYSTEMS INC | $25,549 | $56,525 |
| FIDELITY NATIONAL FINANCIAL IN COM | $43,144 | $48,081 |
| FIDELITY NATL INFORMATION SVCS | $33,754 | $41,589 |
| FIRST HAWAIIAN INC | $75,880 | $74,890 |
| FIRST REP BANK | $28,013 | $36,292 |
| FIRSTENERGY CORP | $12,243 | $13,285 |
| FLEETCOR TECHNOLOGIES INC | $16,014 | $16,915 |
| FLIR SYSTEMS INC | $10,907 | $12,711 |
| FOX CORP CL A | $23,758 | $25,043 |
| FTI CONSULTING INC | $66,791 | $72,841 |
| GAMING & LEISURE PPTYS INC REIT | $22,084 | $22,599 |
| GARTNER INC | $52,187 | $79,614 |
| GENERAL MOTORS CO | $39,893 | $42,639 |
| GILEAD SCIENCES INC | $22,768 | $20,274 |
| GRACO INC | $34,297 | $82,985 |
| HANESBRANDS INC | $31,467 | $29,860 |
| HARTFORD FINCL SERVICES GROUP INC | $35,639 | $39,478 |
| HENRY JACK & ASSOC INC | $5,701 | $32,398 |
| HOLLYFRONTIER CORP COM | $17,094 | $19,232 |
| HONEYWELL INTL INC | $24,222 | $33,394 |
| HUMANA INC | $36,368 | $41,437 |
| HUNTINGTON INGALLS INDS INC | $16,082 | $17,048 |
| IAC/INTERACTIVECORP | $23,222 | $31,243 |
| ILLUMINA INC | $59,867 | $72,520 |
| INGREDION INC COM | $3,958 | $4,012 |
| INTUITIVE SURGICAL INC NEW | $61,598 | $68,720 |
| JBG SMITH PPTYS SBI | $27,006 | $27,799 |
| JPMORGAN CHASE & CO | $22,955 | $29,989 |
| KIMBERLY CLARK CORP | $40,417 | $42,202 |
| KKR & CO INC CL A | $48,298 | $61,018 |
| KRAFT HEINZ CO/THE | $20,716 | $22,564 |
| L3 HARRIS TECHNOLOGIES INC | $25,606 | $26,274 |
| LABORATORY CORP AMER HLDGS NEW | $13,464 | $13,638 |
| LEIDOS HLDGS INC | $16,939 | $18,081 |
| LIBERTY BROADBAND CORP SER C | $25,606 | $26,131 |
| LIBERTY SIRIUS GROUP SER C | $26,434 | $27,890 |
| LKQ CORP NEW | $32,801 | $32,667 |
| LOEWS CORP | $38,155 | $40,833 |
| LULULEMON ATHLETICA INC | $48,329 | $66,474 |
| MANHATTAN ASSOC INC | $31,970 | $62,477 |
| MARKEL CORP (HOLDING CO) | $11,033 | $11,366 |
| MARSH & MCLENNAN COS INC | $27,395 | $33,111 |
| MASTERCARD INC CL A | $65,782 | $158,124 |
| MERCADOLIBRE INC | $73,164 | $142,394 |
| METLIFE INC | $32,791 | $32,489 |
| METTLER-TOLEDO INTL | $41,370 | $58,124 |
| MICROSOFT CORP | $106,451 | $259,119 |
| MOELIS & CO CL A | $43,822 | $49,612 |
| MOLSON COORS BEVERAGE CO CL B | $40,873 | $42,343 |
| MONDELEZ INTL INC | $60,986 | $65,194 |
| MORGAN STANLEY | $26,062 | $39,062 |
| MOSAIC CO | $19,939 | $23,792 |
| MSCI INC | $33,080 | $65,640 |
| NCR CORP NEW | $21,793 | $31,747 |
| NEWS CORP NEW CL A | $21,023 | $21,798 |
| NIKE INC CL B | $28,024 | $76,960 |
| NISOURCE INC | $26,300 | $25,716 |
| NVR INC | $41,536 | $48,958 |
| O REILLY AUTOMOTIVE INC | $22,044 | $23,534 |
| OGE ENERGY CORP | $36,258 | $34,759 |
| PARKER HANNIFIN CORP | $28,948 | $44,130 |
| PAYPAL HOLDINGS INC | $54,778 | $140,520 |
| PEPSICO INC | $56,984 | $66,587 |
| PFIZER INC | $38,940 | $45,976 |
| PHILIP MORRIS INTL INC | $10,994 | $11,673 |
| POOL CORP | $31,204 | $103,183 |
| POST HLDGS INC | $43,554 | $46,162 |
| PRICESMART INC | $35,268 | $39,624 |
| PRIMERICA INC | $32,189 | $80,760 |
| PROCTER & GAMBLE CO | $52,886 | $62,891 |
| PUBLIC STORAGE REIT | $24,459 | $26,326 |
| QORVO INC | $7,990 | $8,812 |
| RBC BEARINGS INC | $7,730 | $42,253 |
| REGENERON PHARMACEUTICLS INC | $61,182 | $77,781 |
| RESMED INC | $58,784 | $83,324 |
| RLI CORP | $23,087 | $40,619 |
| ROSS STORES INC | $8,041 | $9,088 |
| SALESFORCE.COM INC | $97,693 | $127,510 |
| SCHWAB CHARLES CORP NEW | $48,911 | $61,526 |
| SCIENCE APPLICATIONS INTE | $7,727 | $8,139 |
| SEALED AIR CORP NEW | $15,490 | $16,210 |
| SERVICENOW INC | $78,781 | $146,965 |
| SHERWIN WILLIAMS CO | $20,404 | $24,987 |
| SIMPSON MANUFACTURING CO INC DELA | $44,526 | $58,967 |
| SOUTHERN COPPER CORP | $8,326 | $9,703 |
| SS&C TECHNOLOGIES HLDGS INC COM | $22,598 | $24,444 |
| STARBUCKS CORP | $66,242 | $114,576 |
| TELEDYNE TECHNOLOGIES INC | $33,434 | $124,650 |
| TEXAS INSTRUMENTS | $29,693 | $37,750 |
| TJX COS INC NEW | $35,453 | $47,257 |
| TORO CO | $42,847 | $72,078 |
| TRUIST FINL CORP | $34,805 | $36,283 |
| UGI CORP NEW | $46,235 | $45,133 |
| UNITED THERAPEUTICS CORP | $16,154 | $17,911 |
| UNITEDHEALTH GROUP INC | $89,674 | $98,190 |
| US FOODS HLDG CORP | $22,477 | $24,816 |
| VF CORP | $36,436 | $46,548 |
| VIACOM CBS INC CL B | $28,076 | $32,044 |
| VIATRIS INC | $11,558 | $13,118 |
| VISA INC CL A | $82,404 | $188,983 |
| VISTRA CORP $0.13 | $34,277 | $36,253 |
| VONTIER CORP COM | $15,954 | $17,435 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM | $51,153 | $75,914 |
| WATTS WATER TECHNOLOGIES INC CL A | $52,523 | $63,771 |
| WEYERHAEUSER CO | $26,828 | $31,786 |
| WILLIAMS COS INC (DEL) | $23,169 | $22,837 |
| ZOETIS INC | $69,869 | $147,130 |
| AAC ACOUSTIC TECHNOLOGIES HOLDINGS INC ADR | $5,965 | $5,842 |
| ADIDAS AG SPON ADR | $19,074 | $28,912 |
| ADYEN N V ADR | $76,369 | $124,120 |
| AERCAP HOLDINGS NV SHS EUR | $26,254 | $31,724 |
| AFYA LTD CL A | $10,579 | $9,715 |
| AIA GROUP LTD SPON ADR | $145,102 | $200,205 |
| AIR LIQUIDE ADR FRANCE ADR | $10,358 | $15,393 |
| AKZO NOBEL NV SPON ADR | $43,338 | $45,147 |
| ALCON INC CHF | $112,534 | $118,830 |
| ALFA LAVAL AB SWEDEN ADR | $12,005 | $19,120 |
| ALIBABA GROUP HLDG LTD SPON ADR | $87,126 | $82,852 |
| ALLIANZ SE ADR | $31,458 | $40,894 |
| AMADEUS IT GROUP UNSPONSORED ADR | $59,844 | $59,736 |
| AMBEV SA SPON ADR | $21,154 | $18,614 |
| ANGLO AMERN PLC SPON ADR | $8,530 | $10,114 |
| ANHUI CONCH CEM CO LTD ADR | $19,206 | $17,225 |
| AON PLC CL A | $36,320 | $37,606 |
| ARCH CAPITAL GROUP LTD (BERMUDA) | $32,740 | $35,168 |
| ARCO PLATFORM LTD CL A | $5,376 | $4,756 |
| ARCOS DORADOS HOLDINGS INC CL A | $6,278 | $6,559 |
| ASHTEAD GROUP PLC ORD UNSPONSORED ADR | $48,802 | $54,197 |
| ASM PAC TECHNOLOGY LTD ADR | $5,828 | $6,904 |
| ASML HLDG NV SPON ADR | $54,073 | $103,397 |
| ASSA ABLOY AB ADR | $38,579 | $38,327 |
| ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR | $71,877 | $112,785 |
| AUTOHOME INC SPON ADR | $36,093 | $109,781 |
| AXALTA COATING SYS LTD | $16,910 | $17,416 |
| BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR | $32,474 | $25,683 |
| BANCO BRADESCO S.A. NEW SPON ADR | $17,573 | $20,288 |
| BANCO DO BRASIL S A SPON ADR | $6,521 | $6,323 |
| BANCO LATINOAMERICANO DE COMERCIO EXTERIOR, S.A ORD | $10,823 | $11,999 |
| BAOZUN INC SPON ADR | $5,515 | $4,603 |
| BROOKFIELD ASSET MANAGEMENT INC LTD VTG SHS CL A CAD | $50,959 | $55,054 |
| BUNGE LIMITED | $12,423 | $13,313 |
| CAMECO CORP CANADA CAD | $13,602 | $18,358 |
| CANADIAN PAC RAILWAY LTD CAD | $53,995 | $91,873 |
| CDN NATL RAILWAY CO CAD | $11,138 | $16,368 |
| CHECK POINT SOFTWARE TECH LTD ILS | $27,012 | $37,746 |
| CHINA CONSTR BK CORP ADR | $9,743 | $9,463 |
| CHINA OVERSEAS LD & INVT LTD ADR | $4,901 | $4,029 |
| CHUGAI PHARMACEUTICAL LTD ADR | $14,881 | $37,187 |
| CLOSE BROS GROUP 25 P ORD ADR | $27,431 | $29,970 |
| COCA COLA EUROPEAN PARTNERS EUR | $29,754 | $35,977 |
| COMPANHIA BRASILEIRA DE DISTRI SPON ADR | $6,582 | $6,573 |
| COMPASS GROUP PLC SPON ADR | $33,136 | $33,995 |
| CREDICORP LTD | $50,115 | $63,476 |
| CSL LTD SPON ADR | $60,374 | $95,280 |
| DASSAULT SYSTEMS S A SPON ADR | $79,385 | $104,890 |
| DBS GROUP HLDGS LTD. SPON ADR | $61,185 | $75,746 |
| DIAGEO PLC NEW GB SPON ADR | $24,868 | $25,410 |
| DR REDDY`S LABS LTD ADR | $12,358 | $13,830 |
| DSV PANALPINA A/S ADR | $52,209 | $77,382 |
| EMBRAER S A SPON ADR | $6,987 | $8,070 |
| ENEL AMERICAS SA SPON ADR | $4,976 | $5,392 |
| ENEL CHILE SA SPON ADR | $6,575 | $7,146 |
| EPIROC AKTIEBOLAG ADR | $12,539 | $23,416 |
| ERSTE GROUP BANK AG SPON ADR | $22,251 | $25,044 |
| EXPERIAN PLC SPON ADR | $102,131 | $123,826 |
| FANUC CORP ADR | $59,226 | $67,502 |
| FERRARI N V EUR | $35,265 | $47,281 |
| FOMENTO ECONOMICO MEXICANO | $41,794 | $39,931 |
| FUCHS PETROLUB AG UNSPONSORED ADR | $5,440 | $8,268 |
| GEELY AUTOMOBILE HLDGS LTD ADR | $14,206 | $17,181 |
| HDFC BANK LTD ADR REPSTG 3 ORD SHS | $91,301 | $123,492 |
| HEINEKEN NV SPON ADR | $43,266 | $45,175 |
| ICICI BANK LTD SPON ADR | $11,964 | $22,602 |
| ICON PLC EUR | $24,069 | $34,706 |
| IHS MARKIT LTD | $44,148 | $43,478 |
| IMPALA PLATINUM HLDG LTD SPON ADR | $8,779 | $11,848 |
| INFINEON TECHNOLOGIES ADR | $33,313 | $80,531 |
| INFOSYS LTD SPON ADR | $14,961 | $16,747 |
| ING GROEP N V NL SPON ADR | $40,278 | $42,206 |
| ITAU UNIBANCO HLDG SA ADR | $24,082 | $25,219 |
| JAZZ PHARMACEUTICALS PLC | $17,275 | $19,641 |
| JBS SA SPON ADR | $10,655 | $12,119 |
| JD COM INC CL A SPON ADR | $12,432 | $12,394 |
| KB FINL GROUP INC SPON ADR | $16,250 | $15,365 |
| KDDI CORP ADR | $38,011 | $38,243 |
| KOMATSU LTD SPON ADR NEW | $17,705 | $24,582 |
| KUBOTA CORP ADR JAPAN ADR | $60,062 | $73,486 |
| LINDE PLC EUR | $45,599 | $63,506 |
| LONZA GROUP AG ADR | $81,551 | $107,142 |
| LOREAL CO ADR FRANCE ADR | $24,552 | $49,041 |
| LUKOIL PJSC SPON ADR | $36,250 | $34,043 |
| LVMH MOET HENNESSY LOUIS NEW ADR | $97,624 | $140,820 |
| MAGNA INTL INC CL A SUB VTG CANADA ORD CAD | $39,845 | $46,870 |
| MARUI LTD ADR NEW JAPAN ADR | $30,631 | $27,205 |
| MEDTRONIC PLC | $51,943 | $59,741 |
| MEITUAN ADR | $22,977 | $21,937 |
| MICHELIN COMPAGNIE GENERALE ADR | $28,150 | $28,266 |
| MMC NORILSK NICKEL PJSC SPON ADR | $10,153 | $11,836 |
| MOBILE TELESYSTEMS PJSC SPON ADR | $7,679 | $8,180 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR | $76,862 | $101,072 |
| NETEASE INC SPON ADR | $10,817 | $11,875 |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR | $16,085 | $17,095 |
| NIDEC CORP ADR | $55,391 | $63,337 |
| NITORI HLDGS CO LTD ADR | $10,288 | $15,800 |
| NOVARTIS AG SPON ADR | $31,544 | $34,373 |
| NOVOZYMES A/S ADR | $11,711 | $12,898 |
| OTSUKA HLDGS CO LTD UNSPONSORED ADR | $30,534 | $31,631 |
| PAGSEGURO DIGITAL LTD CL A | $13,860 | $17,803 |
| PERNOD RICARD SA ADR | $40,824 | $44,678 |
| PETROLEO BRASILEIRO SA SPON ADR | $11,238 | $14,161 |
| PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON | $41,841 | $47,310 |
| RECKITT BENCKISER PLC SPON ADR | $32,955 | $32,544 |
| RENTOKIL INITIAL PLC SPON ADR | $43,009 | $43,254 |
| RIGHTMOVE PLC ADR | $61,767 | $88,122 |
| RIO TINTO PLC SPON ADR | $25,362 | $36,181 |
| ROCHE HLDG LTD SPONS ADR SWITZ ADR | $31,917 | $45,287 |
| ROYAL DUTCH SHELL PLC ADS REPSTG 2 CL B ORD SHS SPON ADR | $24,453 | $17,276 |
| SAFRAN SA ADR | $42,464 | $43,580 |
| SAP SE SPON ADR | $38,235 | $53,330 |
| SBERBANK SPON ADR | $13,090 | $14,413 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $25,721 | $39,864 |
| SEA LTD ADR | $7,837 | $8,957 |
| SGS SA ADR UNSPONSORED | $13,980 | $16,893 |
| SHINHAN FINANCIAL HLDG CO SPON ADR | $14,709 | $14,553 |
| SHIONOGI & CO LTD ADR | $13,815 | $12,385 |
| SHOPIFY INC CL A | $29,913 | $63,389 |
| SIKA AG UNSPONSORED ADR | $42,836 | $55,440 |
| SILICON MOTION TECHNOLOGY CORP ADS ADR | $8,313 | $10,593 |
| SK TELECOM CO LTD ADR | $14,156 | $14,933 |
| SMITH & NEPHEW PLC NEW SPON ADR | $53,708 | $51,532 |
| SONOVA HLDG AG ADR | $13,101 | $24,689 |
| SONY CORP ADR NEW JAPAN ADR | $60,789 | $68,445 |
| STERIS PLC | $42,586 | $53,640 |
| SUNNY OPTICAL TECH UNSPONSORED ADR | $17,865 | $19,072 |
| SUZANO SA SPON ADR | $7,845 | $9,369 |
| SYMRISE AG ADR | $49,847 | $66,197 |
| SYSMEX CORP UNSPONSORED ADR | $15,164 | $31,398 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $154,428 | $290,810 |
| TECHTRONIC INDS SPON ADR HONG KONG | $25,103 | $27,188 |
| TENCENT HLDGS LTD ADR | $151,408 | $172,464 |
| TENCENT MUSIC ENTMT GROUP SPON ADR | $6,203 | $7,350 |
| TOTAL SE SPON ADR | $27,715 | $28,960 |
| UBS GROUP AG CHF | $28,167 | $28,938 |
| UNICHARM CORP SPON ADR | $25,607 | $36,557 |
| UNILEVER PLC AMER SHS NEW SPON | $60,889 | $67,362 |
| VALE SA-SP SPON ADR | $11,641 | $16,140 |
| WNS HOLDINGS LTD SPON ADR | $14,962 | $15,923 |
| WOORI FINANCIAL GROUP INC | $10,404 | $10,596 |
| WUXI BIOLOGICS CAYMAN INC ADR | $12,312 | $14,260 |
| XIAOMI CORP ADR | $7,157 | $9,789 |
| YANDEX N V CL A EUR | $6,573 | $14,333 |
| ZTO EXPRESS CAYMAN INC SPON | $21,853 | $19,391 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,767,731 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,797,615 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD STAR FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,669,605 | BookValueAmt |
| EOYFMV | $6,969,073 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTERS | $3,745 | $3,745 | $0 |
| COMPUTER | $1,863 | $1,863 | $0 |
| FURNITURE | $4,375 | $4,375 | $0 |
| FURNITURE | $607 | $605 | $2 |
| COMPUTER | $1,745 | $873 | $872 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON, BELKNAP, WEBB & TYLER | CategoryTxt |
| Legal Fees | $3,267 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,267 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE STATIONERY AND SUPPLIES | $23,731 | $2,373 | $21,358 |
| TELEPHONE | $4,424 | $442 | $3,982 |
| MEMBERSHIP DUES | $1,000 | $0 | $1,000 |
| COMPUTER SERVICES | $6,227 | $623 | $5,604 |
| INSURANCE | $3,524 | $352 | $3,172 |
| POSTAGE AND MESSENGER | $1,456 | $146 | $1,310 |
| PAYROLL FEES | $3,471 | $347 | $3,124 |
| OTHER | $180 | $18 | $162 |
| FILING FEE | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUCK GLOBAL -FINANCIAL CONSULTANT | $26,250 | $26,250 | $0 |
| COMMONFUND - INVESTMENT ADVISORS | $36,077 | $36,077 | $0 |
| UBS - INVESTMENT ADVISORS | $112,273 | $112,273 | $0 |
| BOARD CONSULTANTS | $24,599 | $0 | $24,599 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX BASED ON INVESTMENT INCOME | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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