HWS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HWS CHARITABLE FOUNDATION INC (EIN 13-3666768)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202121339349102807
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T15:09:13-05:00 | 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 | 555 LONG WHARF DRIVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | 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 | 133666768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD W SIEBENS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 2125475699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MCDERMOTT 340 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101731922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RIVLIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125475699 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | RIVLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARYN SMITH | PreparerPersonNm |
| PTIN | P01399627 | PTIN |
| Phone | 2037819600 | 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 | $5,451,449 | 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 | $7,077,956 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,368 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,080,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,368 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $716,926 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $716,926 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,396 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,396 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,587 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,007 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,240 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $2,897 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $26,521 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,604 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,280 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,657 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,060 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $847,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $843,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,131,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,131,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,979,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,975,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$899,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,218 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,521 | CashBOYAmt |
| Cash EOY | $359,054 | CashEOYAmt |
| Cash EOYFMV | $359,054 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,180,705 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,088,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,088,730 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $6,059 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $733 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $783 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $783 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,174 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,941 | LandBOYAmt |
| Land EOY | $3,422 | LandEOYAmt |
| Land EOYFMV | $2,882 | LandEOYFMVAmt |
| Total Assets BOY | $6,348,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,451,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,451,449 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,138 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,309 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,138 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,309 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,337,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,438,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,337,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,438,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,348,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,451,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,337,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$899,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,438,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,438,680 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DEAN HUNT | IndividualWithBooksNm |
| Phone | 4032437644 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300-1122-4 ST SW | AddressLine1Txt |
| City | CALGARY | CityNm |
| Province Or State | AB | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | T2R 1M1 | ForeignPostalCd |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| HEATHER RAE | |||||||||
| C/O MCDERMOTT WILL EMERY LLP 340 | MADISON AVENUE | NEW YORK | NY | 10173 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| W CARTER SIEBENS | |||||||||
| C/O MCDERMOTT WILL EMERY LLP 340 | MADISON AVENUE | NEW YORK | NY | 10173 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| JAY E RIVLIN | |||||||||
| C/O MCDERMOTT WILL EMERY LLP 340 | MADISON AVENUE | NEW YORK | NY | 10173 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| JAMES G MCKEE | |||||||||
| C/O MCDERMOTT WILL EMERY LLP 340 | MADISON AVENUE | NEW YORK | NY | 10173 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| MARY JANE SIEBENS | |||||||||
| C/O MCDERMOTT WILL EMERY LLP 340 | MADISON AVENUE | NEW YORK | NY | 10173 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| TONI ANN KRUSE | |||||||||
| C/O MCDERMOTT WILL EMERY LLP 340 | MADISON AVENUE | NEW YORK | NY | 10173 | SECRETARY | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MONICA FISHER | ||||||||
| C/O MCDERMOTT WILL EMERY LLP | NEW YORK | NY | 10173 | PROGRAM OFFICER | 40.00 | $264,766 | $0 | $1,000 |
| JEREMY MUELLER | ||||||||
| C/O MCDERMOTT WILL EMERY LLP | NEW YORK | NY | 10173 | PROGRAM OFFICER | 40.00 | $201,379 | $0 | $819 |
| AMY STRINGER HESSEL | ||||||||
| C/O MCDERMOTT WILL EMERY LLP | NEW YORK | NY | 10173 | PROGRAM OFFICER | 40.00 | $193,781 | $0 | $1,000 |
| SUSAN SALTER | ||||||||
| C/O MCDERMOTT WILL EMERY LLP | NEW YORK | NY | 10173 | PROGRAM ASSOCIATE | 40.00 | $57,000 | $0 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,286,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,286,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,286,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,206,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31 | TotalTaxAmt |
| Distributable Before Adj | $260,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,975,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,975,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,975,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,145,528 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,914,202 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,807,661 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,989,050 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,778,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,635,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,975,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,715,561 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,350,942 | 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 | $7,145,528 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,205,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,914,202 | ExcessFromYear4Amt |
| Excess From Year3 | $6,807,661 | ExcessFromYear3Amt |
| Excess From Year2 | $5,989,050 | ExcessFromYear2Amt |
| Excess From Year1 | $7,778,940 | ExcessFromYear1Amt |
| Excess From Current Year | $7,715,561 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATTITUDES & ATTIRE | ||||||
| 2050 N STEMMONS FREEWAY | DALLAS | TX | 75207 | PC | HOPEFUL SMILES RESTORATIVE DENTAL PROGRAM SUPPORT | $10,000 |
| BIG BROTHERS BIG SISTERS OF CEDAR RAPIDS AND EAST CENTRAL IOWA INC | ||||||
| 3150 E AVENUE NW | CEDAR RAPIDS | IA | 52405 | PC | INVESTING IN KIDS CAMPAIGN | $50,000 |
| BUCKNER CHILDREN AND FAMILY SERVICES INC | ||||||
| 700 N PEARLS ST SUITE 1200 | DALLAS | TX | 75201 | PC | FAMILY HOPE CENTER STRENGTHENING AND EMPOWERING VULNERABLE FAMILIES | $100,000 |
| BUCKNER CHILDREN AND FAMILY SERVICES INC | ||||||
| 700 N PEARLS ST SUITE 1200 | DALLAS | TX | 75201 | PC | BUCKNER FAMILY HOPE CENTER IN PEITAS/ COVID-19 ASSISTANCE RESPONSE | $50,000 |
| CANDLELIGHTERS OF THE EL PASO AREA | ||||||
| 1400 HARDAWAY | EL PASO | TX | 79903 | PC | LIVING EVERYDAY: IMMEDIATE FINANCIAL ASSISTANCE PROGRAM - 2020 | $20,000 |
| CASA DE AMIGOS OF MIDLAND TEXAS INCORPORATED | ||||||
| 1101 GARDEN LANE | MIDLAND | TX | 79701 | PC | SOCIAL SERVICES OFFICE AND SCHOOL UNIFORM CLOSET - RENOVATION | $10,000 |
| CASA DE AMIGOS OF MIDLAND TEXAS INCORPORATED | ||||||
| 1101 GARDEN LANE | MIDLAND | TX | 79701 | PC | 2020-2021 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM | $20,000 |
| CASA DE SALUD | ||||||
| 3200 CHOUTEAU AVENUE | SAINT LOUIS | MO | 63103 | PC | ALWAYS BY YOUR SIDE | $86,860 |
| CASA OF ST LOUIS | ||||||
| 105 S CENTRAL AVE | ST LOUIS | MO | 631051772 | PC | FUNDRAISING CAPACITY BUILDING | $67,275 |
| CATHOLIC COUNCIL FOR SOCIAL CONCERN INC | ||||||
| 601 GRAND AVE | DES MOINES | IA | 50309 | PC | PANDEMIC GENERAL OPERATIONS 2020-2021 | $162,117 |
| CENTRAL IOWA SHELTER & SERVICES | ||||||
| 1420 MULBERRY STREET | DES MOINES | IA | 50309 | PC | FUNDING TO SUPPORT A NEW FULL TIME DEPUTY EXECUTIVE DIRECTOR POSITION | $61,087 |
| CENTRAL IOWA SHELTER & SERVICES | ||||||
| 1420 MULBERRY STREET | DES MOINES | IA | 50309 | PC | COVID-19 EMERGENCY RESPONSE | $210,000 |
| CENTRAL TEXAS OPPORTUNITIES INC | ||||||
| 114 NEEDHAM AVE | COLEMAN | TX | 76834 | PC | 2020 FINANCIAL ASSISTANCE | $50,000 |
| CITYSQUARE | ||||||
| CITYSQUARE DEVELOPMENT | DALLAS | TX | 75214 | PC | ONTRAC WORKFORCE READINESS | $75,000 |
| COMMUNITIES IN SCHOOLS OF CAMERON COUNTY | ||||||
| 356 N SAM HOUSTON BLVD | SAN BENITO | TX | 78586 | PC | FAMILY ENGAGEMENT FOR HIGH SCHOOL STUDENTS | $40,000 |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY INC | ||||||
| 5601 BRIDGE STREET SUITE 501 | FORT WORTH | TX | 76112 | PC | LAKE WORTH ISD CASE MANAGEMENT | $109,000 |
| COMMUNITIES IN SCHOOLS OF THE SOUTH PLAINS INC | ||||||
| 1946 AVENUE Q | LUBBOCK | TX | 79411 | PC | 2020-2021 GENERAL OPERATING (RESTRICTED CASE MANAGEMENT) | $100,000 |
| COMMUNITY DEVELOPMENT CORPORATION OF BROWNSVILLE | ||||||
| 815 ARTHUR STREET | BROWNSVILLE | TX | 78521 | PC | YOUTHBUILD - CONSTRUCTIONAL TECHNOLOGY | $10,000 |
| COMMUNITY FOUNDATION OF GREATER DUBUQUE | ||||||
| 700 LOCUST ST | DUBUQUE | IA | 52001 | PC | BUILDING KNOWLEDGE TO ACCELERATE SOLUTIONS | $60,300 |
| DALLAS AFTERSCHOOL | ||||||
| 3900 WILLOW STREET SUITE 110 | DALLAS | TX | 75226 | PC | 2020-2022 GENERAL OPERATING SUPPORT | $125,000 |
| DEXTER COMMUNITY REGIONAL HEALTHCARE FOUNDATION | ||||||
| 215 WEST GRANT | DEXTER | MO | 63841 | PC | BUILDING ECONOMICALLY STABLE FAMILIES | $20,000 |
| DEXTER COMMUNITY REGIONAL HEALTHCARE FOUNDATION | ||||||
| 215 WEST GRANT | DEXTER | MO | 63841 | PC | MOTHER-TO-MOTHER EMERGENCY ASSISTANCE FUND | $5,000 |
| DRAKE UNIVERSITY | ||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 503114505 | PC | REFUGEE CLINICAL PROGRAM | $100,000 |
| EAT GREATER DES MOINES | ||||||
| 501 SW 7TH STREET | DES MOINES | IA | 50309 | PC | FOOD RESCUE EXPANSION | $55,000 |
| EL PASO CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 1400 HARDAWAY SUITE 220 | EL PASO | TX | 79903 | PC | CENTER FOR THE PREVENTION OF CHILD ABUSE (CPCA) CLINIC | $170,000 |
| EL PASO COMMUNITY FOUNDATION | ||||||
| 2ND FLOOR 333 N OREGON ST | EL PASO | TX | 79901 | PC | GET SHIFT DONE FOR EL PASO | $200,000 |
| EL PASOANS FIGHTING HUNGER | ||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | PC | 2020 OPERATING - COVID-19 EMERGENCY RESPONSE | $300,000 |
| FAMILY PROMISE OF GREATER DES MOINES | ||||||
| 4114 ALLISON AVENUE | DES MOINES | IA | 50310 | PC | COVID-19 SHELTERING IN PLACE | $10,000 |
| FAMILY PROMISE OF GREATER DES MOINES | ||||||
| 4114 ALLISON AVENUE | DES MOINES | IA | 50310 | PC | GENERAL OPERATING SUPPORT | $23,100 |
| FAMILY SELF-HELP CENTER INC | ||||||
| PO BOX 1765 | JOPLIN | MO | 64802 | PC | ENHANCING VICTIM SERVICES: LAFAYETTE HOUSE IT UPGRADES | $4,431 |
| FAMILY SELF-HELP CENTER INC | ||||||
| PO BOX 1765 | JOPLIN | MO | 64802 | PC | LAFAYETTE HOUSE TECHNOLOGY & SECURITY PROJECT: SUPPORTING FAMILIES FLEEING DOMESTIC VIOLENCE | $33,348 |
| FAMILY SELF-HELP CENTER INC | ||||||
| PO BOX 1765 | JOPLIN | MO | 64802 | PC | GENERAL OPERATING REQUEST | $150,000 |
| FEED IOWA FIRST | ||||||
| PO BOX 1190 | CEDAR RAPIDS | IA | 52406 | PC | FUNDING TO SUPPORT A NEW POSITION - FULL TIME EXECUTIVE DIRECTOR. | $56,250 |
| FOOD PANTRY OF JEFF DAVIS COUNTY INC | ||||||
| 609 COMPROMISE STREET | FORT DAVIS | TX | 79734 | PC | FREEZER / REFRIGERATION PURCHASE | $3,000 |
| FOOD PANTRY OF JEFF DAVIS COUNTY INC | ||||||
| 609 COMPROMISE STREET | FORT DAVIS | TX | 79734 | PC | 2020 GENERAL OPERATING SUPPORT | $15,000 |
| FOSTER CARE COALITION OF GREATER ST LOUIS INC | ||||||
| 1750 S BRENTWOOD BLVD SUITE 210 | ST LOUIS | MO | 63144 | PC | 30 DAYS TO FAMILY | $40,000 |
| FOSTER CARE COALITION OF GREATER ST LOUIS INC | ||||||
| 1750 S BRENTWOOD BLVD SUITE 210 | ST LOUIS | MO | 63144 | PC | MENTAL HEALTH SYSTEM NAVIGATOR FOR YOUTH IMPACTED BY FOSTER CARE (FAMILY WORKS STEPS) | $75,000 |
| FOSTER CARE COALITION OF GREATER ST LOUIS INC | ||||||
| 1750 S BRENTWOOD BLVD SUITE 210 | ST LOUIS | MO | 63144 | PC | EFFECTIVE EDUCATION FOR CHILDREN IN FOSTER CARE: RESEARCHING EDUCATIONAL ADVOCACY | $22,124 |
| FOSTER CARE COALITION OF GREATER ST LOUIS INC | ||||||
| 1750 S BRENTWOOD BLVD SUITE 210 | ST LOUIS | MO | 63144 | PC | RAPID WRAPAROUND: EMERGENCY FUNDING TO PREVENT COVID-19-RELATED DISRUPTIONS IN FOSTER FAMILIES | $150,000 |
| FOUR OAKS FAMILY AND CHILDREN'S SERVICES | ||||||
| 5400 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | PC | SCALING TOTALCHILD WORKFORCE | $75,000 |
| FRESH START SELF IMPROVEMENT CENTER INC | ||||||
| 308 N MAIN STREET | CHARLESTON | MO | 63834 | PC | FRESH START AFTER SCHOOL PROGRAM | $9,689 |
| GENESIS INC | ||||||
| 4801 FRANKLIN AVENUE | DES MOINES | IA | 50310 | PC | PANDEMIC OPERATIONS | $35,000 |
| GENTLEMEN OF VISION RITES OF PASSAGE ENTERPRISES INC | ||||||
| 1218 SHEPLEY DR | ST LOUIS | MO | 63137 | PC | COVID-19 TECH SUPPORT FOR GRADUATING SENIORS/8TH GRADERS | $12,000 |
| GOODWILL INDUSTRIES OF EAST TEXAS INC | ||||||
| 409 W LOCUST ST | TYLER | TX | 75702 | PC | 2019-2020 GOODASSIST PROGRAM | $50,000 |
| HARBOR OF HOPE MISSION | ||||||
| 3650 COTTAGE GROVE AVE | DES MOINES IA | IA | 50311 | PC | YOUNG FATHERS' RECOVERY TRACK | $47,099 |
| HAWTHORN HILL | ||||||
| 3001 GRAND AVE | DES MOINES | IA | 50312 | PC | PANDEMIC RESPONSE/GENERAL OPERATING 2020-2021 | $78,500 |
| HEART OF MISSOURI UNITED WAY INC | ||||||
| 105 EAST ASH STREET SUITE 300 | COLUMBIA | MO | 65203 | PC | PROJECT BEST II | $75,570 |
| HEART OF MISSOURI UNITED WAY INC | ||||||
| 105 EAST ASH STREET SUITE 300 | COLUMBIA | MO | 65203 | PC | COVID-19 RESPONSE FUND | $30,000 |
| IDEA PUBLIC SCHOOLS | ||||||
| 2115 WEST PIKE BLVD | WESLACO | TX | 78596 | PC | COVID-19 ALUMNI EMERGENCY RELIEF FUND | $100,000 |
| IMPACT COMMUNITY ACTION PARTNERSHIP INC | ||||||
| 3226 UNIVERSITY AVE | DES MOINES | IA | 50311 | PC | VOLUNTEER AND COMMUNITY ENGAGEMENT STAFF | $44,019 |
| IOWA CITY FREE MEDICAL CLINIC | ||||||
| 2440 TOWNCREST DR | IOWA CITY | IA | 52240 | PC | NURSE PRACTITIONER PRIMARY CARE CLINIC - 2020 | $35,540 |
| IOWA PUBLIC HEALTH ASSOCIATION FOUNDATION | ||||||
| 6919 VISTA DR | WEST DES MOINES | IA | 50266 | PC | FOCUSING THE NETWORK TO ACHIEVE A HEALTHIER IOWA | $59,585 |
| KINGDOM HOUSE | ||||||
| 1321 S 11TH STREET | ST LOUIS | MO | 63104 | PC | LIFEWISE ACADEMY & ACADEMY PREP | $100,000 |
| LIFE HOUSE | ||||||
| 102 W 1ST | DULUTH | MN | 55802 | PC | CAMPUS EXPANSION AND RENOVATION PROJECT | $116,122 |
| LOGOS INC | ||||||
| 9137 OLD BONHOMME RD | ST LOUIS | MO | 63132 | PC | TUITION SUPPORT PROGRAM 2019-2021 | $77,880 |
| LOVE INC OF COLUMBIA | ||||||
| 1516 BUSINESS LOOP 70 WEST | COLUMBIA | MO | 65202 | PC | FINANCIAL EDUCATION AND COACHING | $47,748 |
| LOVE INC OF COLUMBIA | ||||||
| 1516 BUSINESS LOOP 70 WEST | COLUMBIA | MO | 65202 | PC | IMMEDIATE ASSISTANCE FOR VULNERABLE COVID IMPACTED FAMILIES | $30,000 |
| LOWER RIO GRANDE VALLEY COMMUNITY HEALTH MANAGEMENT CORPORATION INC | ||||||
| 901 E VERMONT AVE | MCALLEN | TX | 78503 | PC | ANCILLARY AND SPECIALTY SERVICES | $25,000 |
| LOWER RIO GRANDE VALLEY COMMUNITY HEALTH MANAGEMENT CORPORATION INC | ||||||
| 901 E VERMONT AVE | MCALLEN | TX | 78503 | PC | MOBILE OUTREACH SERVICES AND TESTING (MOST) | $100,000 |
| MIDLAND FAIR HAVENS INC | ||||||
| 2400 WHITMIRE BLVD STE 100 | MIDLAND | TX | 79705 | PC | HOMELESSNESS PREVENTION ASSISTANCE PROGRAM | $24,000 |
| MISSOURI COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE | ||||||
| 217 OSCAR DRIVE SUITE A | JEFFERSON CITY | MO | 65101 | PC | STATEWIDE TRAINING PROJECT | $50,000 |
| NURSES FOR NEWBORNS | ||||||
| 3 SUNNEN WAY | ST LOUIS | MO | 63143 | PC | HOME VISITATION FOR MISSOURI NEWBORNS | $90,000 |
| OPERATION FOOD SEARCH INC | ||||||
| 1644 LOTSIE BLVD | ST LOUIS | MO | 63132 | PC | OPERATING FUNDS | $150,000 |
| PALACIOS COMMUNITY HUB | ||||||
| 1519 4TH STREET | PALACIOS | TX | 77465 | PC | PALACIOS COMMUNITY TECHNOLOGY NEEDS | $8,500 |
| PALACIOS COMMUNITY HUB | ||||||
| 1519 4TH STREET | PALACIOS | TX | 77465 | PC | EVERY CHILD READY TO SUCCEED | $50,000 |
| POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION | ||||||
| 536 E BROADWAY | COUNCIL BLUFFS | IA | 51503 | PC | COVID-19 RESPONSE FUND FOR SOUTHWEST IOWA | $300,000 |
| PROJECT ARRIBA (ADVANCE RETRAINING AND REDEVELOPMENT INITIATIVE IN BOR | ||||||
| 1155 WESTMORELAND SUITE 235 | EL PASO | TX | 799255623 | PC | BUILDING PATHWAYS TO THE MIDDLE CLASS | $100,000 |
| PROJECT VIDA | ||||||
| 3607 RIVERA AVE | EL PASO | TX | 79905 | PC | COVID-19 EMERGENCY RENTAL SUPPORT FOR FAMILIES | $31,500 |
| PROTEUS INC | ||||||
| 1221 CENTER STREET STE 16 | DES MOINES | IA | 50309 | PC | IOWA IMMIGRANT COMMUNITY SUPPORT FUND | $75,000 |
| PROVIDENT INC | ||||||
| 2650 OLIVE ST | ST LOUIS | MO | 63103 | PC | LIFE CRISIS SERVICES | $100,000 |
| READERS 2 LEADERS | ||||||
| 2223 SINGLETON BLVD SUITE 140 | DALLAS | TX | 75212 | PC | INFRASTRUCTURE EXPANSION AND SUSTAINABILITY | $15,000 |
| READY READERS | ||||||
| 10403 BAUR BOULEVARD SUITE-H | ST LOUIS | MO | 63132 | PC | PREPARING AND INSPIRING OUR MOST VULNERABLE PRESCHOOL-AGE CHILDREN IN NORTH ST. LOUIS CITY TO BECOME READERS | $72,000 |
| READY READERS | ||||||
| 10403 BAUR BOULEVARD SUITE-H | ST LOUIS | MO | 63132 | PC | READY READERS SUMMER SUPPORT DURING COVID-19 CRISIS | $12,000 |
| SAFE HAVEN SHELTER FOR BATTERED WOMEN | ||||||
| PO BOX 3558 | DULUTH | MN | 55803 | PC | SUPPORT FOR GENERAL OPERATIONS- SAFE HAVEN | $75,000 |
| SCKIC INC | ||||||
| PO BOX 57672 | DES MOINES | IA | 50317 | PC | GENERAL OPERATING 2019-2022 | $25,000 |
| SHELTER HOUSE COMMUNITY SHELTER AND TRANSITION SERVICES | ||||||
| PO BOX 3146 | IOWA CITY | IA | 52244 | PC | DEVELOPMENT AND COMMUNICATIONS TEAM CAPACITY BUILDING | $30,760 |
| SHINING LIGHT BAPTIST OUTREACH CENTER INC | ||||||
| 721 W MARSHALL STREET | CHARLESTON | MO | 63834 | PC | SHINING LIGHT FOOD PANTRY | $9,800 |
| SOUTHEAST MISSOURI FOOD BANK INC | ||||||
| 600 STATE HIGHWAY H | SIKESTON | MO | 638010190 | PC | COVID-19 EMERGENCY RESPONSE | $60,000 |
| ST JOSEPH HOUSING INITIATIVE | ||||||
| 4701 S GRAND BLVD | ST LOUIS | MO | 63111 | PC | HOMES AS SAFE HAVENS: INVESTING IN URBAN NEIGHBORHOODS, SUPPORTING FAMILY SELF-SUFFICIENCY | $100,000 |
| STL YOUTH JOBS | ||||||
| 4818 WASHINGTON BLVD STE 106 | ST LOUIS | MO | 63108 | PC | STL YOUTH JOBS | $125,000 |
| TEXAS APPLESEED | ||||||
| 1609 SHOAL CREEK BLVD STE 201 | AUSTIN | TX | 78701 | PC | DISMANTLING TEXAS' SCHOOL-TO-PRISON PIPELINE | $100,000 |
| TEXAS RIOGRANDE LEGAL AID INC | ||||||
| 301 S TEXAS AVE | MERCEDES | TX | 78570 | PC | PROTECTION FOR IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE IN LAREDO | $70,000 |
| THE CENTER FOR HEAD INJURY SERVICES | ||||||
| 11828 LACKLAND ROAD | ST LOUIS | MO | 63146 | PC | SCHOOL TO WORK TRANSITION PROGRAM | $150,000 |
| THE COMMUNITY PARTNERSHIP | ||||||
| 1101 HAUCK DRIVE | ROLLA | MO | 65401 | PC | EARLY CHILDHOOD - SOCIAL COMPETENCE | $35,000 |
| THE CONCILIO | ||||||
| 400 S ZANG BOULEVARD | DALLAS | TX | 75208 | PC | PARENTS ADVOCATING FOR STUDENT EXCELLENCE (PASE) | $100,000 |
| THE FAMILY PLACE | ||||||
| 2241 BUTLER STREET | DALLAS | TX | 75235 | PC | 2020 AND 2021 CHILD DEVELOPMENT CENTER | $150,000 |
| THE ROLLA MISSION | ||||||
| 708 N MAIN STREET | ROLLA | MO | 65401 | PC | OPERATIONS 2020-2021 | $28,000 |
| THE WYMAN CENTER INC | ||||||
| 600 KIWANIS DRIVE | EUREKA | MO | 63025 | PC | WYMAN LEADERS PROGRAM | $150,000 |
| UNITED COMMUNITY BUILDERS COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 617 N PROVIDENCE RD | COLUMBIA | MO | 65203 | PC | CLUB KID CONNECT PROGRAM AND UNITED COMMUNITY SCHOOLHOUSE AFTERSCHOOL PROGRAM | $10,000 |
| UNITED WAY OF GREATER ST LOUIS INC | ||||||
| 910 N 11TH STREET | SAINT LOUIS | MO | 631011018 | PC | THE FINANCIAL COACHING AND ASSET BUILDING INITIATIVE | $50,000 |
| UNITED WAY OF SOUTHEAST MISSOURI INC | ||||||
| 1417D N MT AUBURN ROAD | CAPE GIRARDEAU | MO | 63701 | PC | DIRECTOR OF DONOR DEVELOPMENT | $65,200 |
| UNITED WAY OF SOUTHEAST MISSOURI INC | ||||||
| 1417D N MT AUBURN ROAD | CAPE GIRARDEAU | MO | 63701 | PC | COVID-19 SUPPORT GRANT | $30,000 |
| UNITED WAY OF SOUTHERN CAMERON COUNTY | ||||||
| 634 EAST LEVEE STREET | BROWNSVILLE | TX | 78520 | PC | 2019-2021 CAMERON COUNTY VITA PROGRAM | $57,500 |
| UNITED WAY OF SOUTHERN CAMERON COUNTY | ||||||
| 634 EAST LEVEE STREET | BROWNSVILLE | TX | 78520 | PC | UNITED AGAINST HUNGER | $300,000 |
| UNITED WAYS OF IOWA | ||||||
| PO BOX 316 | JOHNSTON | IA | 50131 | PC | IOWA NONPROFIT ASSOCIATION STRATEGIC PLANNING | $45,000 |
| VICKERY MEADOW LEARNING CENTER | ||||||
| 1408 N RIVERFRONT BLVD 339 | DALLAS | TX | 75207 | PC | 2020-2022 OPERATING SUPPORT | $125,000 |
| WEST TEXAS FOOD BANK | ||||||
| PO BOX 4242 | ODESSA | TX | 79760 | PC | MOBILE OUTREACH FOOD DISTRIBUTION | $75,081 |
| WHOLE HEALTH OUTREACH | ||||||
| 180 COUNTY ROAD 700 | ELLINGTON | MO | 63638 | PC | FROM CRISIS TO SELF SUFFICIENCY | $30,000 |
| WHOLE HEALTH OUTREACH | ||||||
| 180 COUNTY ROAD 700 | ELLINGTON | MO | 63638 | PC | RESTRICTED OPERATIONS | $50,000 |
| COMMUNITY FOUNDATION OF GREATER DES MOINES GORDON & MONICA FISCHER FUND | ||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | PC | EMPLOYEE DONATION MATCHING PROGRAM | $5,000 |
| THE DALLAS FOUNDATION THE MUELLER FAMILY FUND | ||||||
| 3963 MAPLE AVAENUE SUITE 390 | DALLAS | TX | 75219 | PC | EMPLOYEE DONATION MATCHING PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,131,985 | 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 | 03 | ExclusionCd |
| Exclusion | $2,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,368 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| FAMSEA CORPORATION | |||||||
| 1 | C/O 300-1122-4 ST SW | CALGARY | AB | CA | T2R 1M1 | $2,550,000 | Yes (X) |
| SEAFAM CORPORATION | |||||||
| 2 | C/O 300-1122-4 ST SW | CALGARY | AB | CA | T2R 1M1 | $2,277,956 | Yes (X) |
| SEACAY CORPORATION | |||||||
| 3 | C/O 300-1122-4 ST SW | CALGARY | AB | CA | T2R 1M1 | $2,250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,240 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,240 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS | 2018-12-31 | $1,269 | $508 | SL | 5.000000000000 | $254 | $0 | $254 |
| OFFICE FURNISHINGS | 2017-12-31 | $4,071 | $2,442 | SL | 5.000000000000 | $814 | $0 | $814 |
| OFFICE FURNISHINGS | 2010-12-31 | $2,234 | $2,234 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNISHINGS | 2008-12-31 | $433 | $433 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNISHINGS | 2001-12-31 | $1,654 | $1,654 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2019-12-03 | $1,541 | $514 | SL | 3.000000000000 | $514 | $0 | $514 |
| COMPUTER EQUIPMENT | 2018-12-31 | $1,566 | $1,044 | SL | 3.000000000000 | $522 | $0 | $522 |
| COMPUTER EQUIPMENT | 2017-12-31 | $3,686 | $3,686 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2015-12-31 | $1,602 | $1,602 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2013-12-31 | $2,649 | $2,649 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2012-12-31 | $3,143 | $3,143 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2009-12-31 | $2,370 | $2,368 | SL | 3.000000000000 | $0 | $0 | $0 |
| OFFICE FURNISHINGS | 2020-12-31 | $2,378 | SL | 5.000000000000 | $793 | $0 | $793 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNISHINGS | $1,269 | $762 | $507 |
| OFFICE FURNISHINGS | $4,071 | $3,256 | $815 |
| OFFICE FURNISHINGS | $2,234 | $2,234 | $0 |
| OFFICE FURNISHINGS | $433 | $433 | $0 |
| OFFICE FURNISHINGS | $1,654 | $1,654 | $0 |
| COMPUTER EQUIPMENT | $1,541 | $1,028 | $513 |
| COMPUTER EQUIPMENT | $1,566 | $1,566 | $0 |
| COMPUTER EQUIPMENT | $3,686 | $3,686 | $0 |
| COMPUTER EQUIPMENT | $1,602 | $1,602 | $0 |
| COMPUTER EQUIPMENT | $2,649 | $2,649 | $0 |
| COMPUTER EQUIPMENT | $3,143 | $3,143 | $0 |
| COMPUTER EQUIPMENT | $2,370 | $2,368 | $2 |
| OFFICE FURNISHINGS | $2,378 | $793 | $1,585 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,587 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,007 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $4,247 | $0 | $0 | $4,247 |
| FEES AND DUES | $7,086 | $0 | $0 | $7,086 |
| BANK CHARGES | $4,069 | $150 | $0 | $3,919 |
| TELEPHONE | $2,574 | $0 | $0 | $2,709 |
| COMPUTER EXPENSE | $3,564 | $0 | $0 | $4,006 |
| OFFICE OPERATIONS AND SUPPLIES | $3,105 | $0 | $0 | $3,105 |
| PROFESSIONAL DEVELOPMENT | $300 | $0 | $0 | $300 |
| PROMOTIONAL | $688 | $0 | $0 | $688 |
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