SIEMENS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SIEMENS FOUNDATION (EIN 52-2136074)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-13
- IRS object ID
- 202122259349100202
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T07:33:30-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522136074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEMENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEM | BusinessNameControlTxt |
| Phone | 7329063809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ETZWILER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7329063809 | PhoneNum |
| Signature | 2021-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF T FUCITO | PreparerPersonNm |
| PTIN | P00120748 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2021-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $64,962,397 | 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 | $5,902,494 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,787 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,390,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,390,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $235,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $472,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,973 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,530,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,628,284 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $351,013 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $351,013 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $623,050 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $623,050 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $49,825 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,326 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,326 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,654 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,654 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,848 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160,904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $62,661 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,062 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,062 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $380,627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,831,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,543,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,574,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,024,467 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,405,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,567,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$874,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,433,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,973,901 | CashBOYAmt |
| Cash EOY | $1,110,057 | CashEOYAmt |
| Cash EOYFMV | $1,110,057 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,014,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $792,779 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $61,671,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,758,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,758,714 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $300,847 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $300,847 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,659,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,962,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,962,397 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,356,568 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $287,340 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,084,807 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,415,335 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,441,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,702,675 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $61,217,655 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,259,722 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,217,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,259,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,659,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,962,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,217,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$874,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,916,928 | OtherIncreasesAmt |
| Subtotal | $63,259,722 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,259,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $472,691 | GrossSalesPriceAmt |
| Cost Or Other Basis | $236,718 | CostOrOtherBasisAmt |
| Gain Or Loss | $235,973 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $235,973 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,973 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,835,121 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,532,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,383,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,018,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,287,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,067,766 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121313 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,285,497 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,818,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121794 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,530,290 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,559,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122325 | DistributionYr5Rt |
| Total Distribution | 0.625023 | TotalDistributionRt |
| Average Distribution | 0.125005 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $59,596,513 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,449,862 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,464,201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,567,533 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,214 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $86,214 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $71,875 | OverpaymentAmt |
| Applied To ES Tax | $19,932 | AppliedToESTaxAmt |
| Refund | $51,943 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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.SIEMENS-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CRAIG DAVIS | IndividualWithBooksNm |
| Phone | 7707512246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 NORTH POINT PARKWAY SUITE 300 | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA HUMPTON | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| DAVID ETZWILER | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CEO, DIRECTOR | 40.00 | $351,013 | $0 | $0 |
| RAJ BATRA | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM HOLT | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVE HOPPING | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAMILLE JOHNSTON | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID PACITTI | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARSHA SMITH | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $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 |
|---|---|---|---|---|---|---|---|---|
| JENIFFER HARPER TAYLOR | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 40.00 | $214,884 | $0 | $0 |
| CRYSTAL BRIDGEMAN | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 40.00 | $210,911 | $0 | $0 |
| RENEE MOLLOY | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM COORDINATOR | 40.00 | $118,131 | $0 | $0 |
| KEISHA BOYKINS | ||||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM SPECIALIST | 40.00 | $78,331 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DISCOVERY EDUCATION | |||||
| PO BOX 791363 | BALTIMORE | MD | 21279 | PROGRAM ADMINISTRATION | $350,000 |
| NORTHERN TRUST | |||||
| 3282 NORTHSIDE PKWAY NW SUITE 100 | ATLANTA | GA | 30327 | INVESTMENT MANAGEMENT FEES | $194,358 |
| 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 | $59,528,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $975,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,504,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,504,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $907,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,596,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,979,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,979,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,339 | TotalTaxAmt |
| Distributable Before Adj | $2,965,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,965,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,965,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,567,533 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,567,533 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,553,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,965,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,503,171 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,331,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,332,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,599,714 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,047,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,814,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,567,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,965,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,602,046 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,416,373 | 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 | $4,503,171 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,913,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,331,603 | ExcessFromYear4Amt |
| Excess From Year3 | $4,332,739 | ExcessFromYear3Amt |
| Excess From Year2 | $4,599,714 | ExcessFromYear2Amt |
| Excess From Year1 | $5,047,100 | ExcessFromYear1Amt |
| Excess From Current Year | $5,602,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEMENS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7329063809 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO EXCEL IN MATHEMATICS, TECHNOLOGY, SCIENCE AND ENGINEERING. THE SCHOLARSHIPS ARE AWARDED TO THOSE WHO RECEIVE HIGH SCORES ON QUALIFYING TESTS. THESE STUDENTS HAVE NO REALTIONSHIP TO ANY SIEMENS ENTITY. IN ADDITION, GRANTS ARE MADE TO NATIONAL MERIT SCHOLARSHIP AND OTHER ORGANIZATIONS ASSISTING IN THE ADMINISTRATION OF THE QUALIFYING TESTS. THE FOUNDATION RECENTLY LAUNCHED A WORKFORCE DEVELOPMENT INITIATIVE PURSUANT TO WHICH IT MAKE CONTRIBUTIONS TO CERTAIN QUALIFYING ORGANIZATIONS IN SUPPORT OF THEIR WORKFORCE DEVELOPMENT PROGRAMS. THE MISSION OF THE FOUNDATION IS TO INCREASE ACCESS TO MIDDLE SKILL CAREERS AND HIGHER EDUCATION FOR SCIENCE, TECHNOLOGY, ENGINEERING AND MATH STUDENTS IN THE U.S. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL GOVERNORS ASSOCIATION | |||||||
| 444 N CAPITAL STREET NW SUITE 267 | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | WORK BASED LEARNING FOR STEM | $500,000 |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | EXPANDING YOUTH APPRENTICESHIP | $1,492,500 |
| UI LABS | |||||||
| 1415 N CHERRY AVENUE | CHICAGO | IL | 60642 | N/A | PUBLIC CHARITY | COMPREHENSIVE WORKFORCE DEVELOPMENT FOR CYBERSECURITY IN MANUFACTURING | $343,946 |
| ASSOCIATION OF CONTROL PROFESSIONALS | |||||||
| 5617 STONEHAVEN DRIVE | STONE MOUNTAIN | GA | 30087 | N/A | PUBLIC CHARITY | CAREER PATH FOR 21ST CENTURY | $446,000 |
| THE SEATTLE FOUNDATION | |||||||
| 1601 5TH AVE | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | CAREER CONNECT GRANT | $100,000 |
| INTERNATIONAL SCHOLARSHIP | |||||||
| 1321 MURFEREESBORO RD | NASHVILLE | TN | 37217 | N/A | PUBLIC CHARITY | CAREER PATH SCHOLARS | $33,000 |
| NATIONAL CAREER TECHNICAL EDUCATION | |||||||
| 8484 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $697,640 |
| GA YOUTH SCIENCE TECH | |||||||
| 3201 CAMPUS LOOP ROAD | KENNESAW | GA | 30144 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $25,000 |
| NATIONS WELL | |||||||
| 36 W 20TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $60,000 |
| FUNDERS TOGETHER TO END | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | WORKFORCE MATTERS | $50,000 |
| SCHOLARSHIPS PAYMENTS | |||||||
| 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | N/A | INDIVIDUALS | SCHOLARSHIPS | $163,147 |
| NATIONAL MERIT | |||||||
| 1560 SHERMAN AVENUE | CHICAGO | IL | 60693 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $563,234 |
| WESTERN WAYNE FAMILY HEALTH CENTERS | |||||||
| 2700 HAMLIN BLVD | INKSTER | MI | 48141 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $150,000 |
| CHICAGO FAMILY HEALTH CENTRE | |||||||
| 9119 S EXCHANGE AVENUE | CHICAGO | IL | 60617 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $150,000 |
| CHASE BREXTON HEALTH SERVICES | |||||||
| 1111 NORTH CHARLES STREET | BALTIMORE CITY | MD | 21201 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $150,000 |
| WATTS HEALTHCARE CORPORATION | |||||||
| 10300 COMPTON AVENUE | LOS ANGELES | CA | 90002 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $100,000 |
| METRO PROVIDER COMMUNITY NETWORK | |||||||
| 2255 S ONEIDA STREET | DENVER | CO | 80224 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $100,000 |
| MARLLAC COMMUNITY HEALTH CENTERS | |||||||
| 3201 S CARROLLTON AVENUE | NEW ORLEANS | LA | 70118 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $150,000 |
| NEWARK COMMUNITY HEALTH CENTERS INC | |||||||
| 741 BROADWAY | NEWARK | NJ | 07104 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $100,000 |
| COMMUNITY HEALTH CENTERS INC | |||||||
| 110 S WOODLAND STREET | WINTER GARDEN | FL | 34787 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $100,000 |
| MARY'S CENTER FOR MATERNAL & CHILD CARE | |||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $100,000 |
| DELAWARE VALLEY COMMUNITY HEALTH INC | |||||||
| 1412 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $150,000 |
| MORRIS HEIGHTS HEALTH CENTER INC | |||||||
| 9600 W BRYN MAWR | ROSEMONT | IL | 60018 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $150,000 |
| INTERNATIONAL COMMUNITY HEALTH SERVICES | |||||||
| 720 8TH AVENUE SOUTH | SEATTLE | WA | 98104 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $100,000 |
| NATIONAL ASSOC OF COMMUNITY HEALTH CENTERS INC | |||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $25,000 |
| MINNESOTA ASSOC OF COMMUNITY HEALTH CENTERS | |||||||
| 2829 UNIVERSITY AVENUE SE | MINNEAPOLIS | MN | 55414 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $25,000 |
| SOUTHSIDE COMMUNITY HEALTH SERVICES INC | |||||||
| 4243 4TH AVENUE S | MINNEAPOLIS | MN | 55409 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $50,000 |
| WEST SIDE COMMUNITY HEALTH SERVICES | |||||||
| 153 CESAR CHAVEZ STREET | SAINT PAUL | MN | 55107 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $50,000 |
| UNIVERSAL MEDICAL SERVICES INC | |||||||
| 1801 NICOLLET AVENUE S SUITE 101 | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $50,000 |
| HENNEPIN COUNTY NORTHPOINT HEALTH & WELLNESS CENTER | |||||||
| 1313 PENN AVENUE N | MINNEAPOLIS | MN | 55411 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $50,000 |
| SOUTHSIDE MEDICAL CENTER INC | |||||||
| 1046 RIDGE AVENUE SW | ATLANTA | GA | 30315 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $75,000 |
| BUSY BEE WELLNESS CENTER | |||||||
| 8785 WEST BELLFORT STREET | HOUSTON | TX | 77031 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $75,000 |
| MEMPHIS HEALTH CENTER INC | |||||||
| 360 E EH CRUMP BOULEVARD | MEMPHIS | TN | 38126 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $75,000 |
| NORTHEAST OHIO NEIGHBORHOOD HEALTH SERVICES INC | |||||||
| 4800 PAYNE AVENUE | CLEVELAND | OH | 44103 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $75,000 |
| TESTING FOR AMERICA LLC | |||||||
| 601 GENOME WAY | HUNTSVILLE | AL | 35806 | N/A | PUBLIC CHARITY | OPERATIONAL GRANT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,024,467 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NATIONAL MERIT SCHOLARSHIP CORP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $277,150 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $277,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,787 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,390,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $235,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,628,284 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,628,284 | 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 Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SIEMENS CORPORATION | ||||||||||
| 1 | 170 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | $3,500,000 | Yes (X) | ||||
| SIEMENS CARING HANDS | ||||||||||
| 2 | $501,680 | Yes (X) | WITTELSBACHERPL 2 | MUNICH | GM | 80333 | ||||
| SIEMENS HEALTHINEERS | ||||||||||
| 3 | 40 LIBERTY BOULEVARD | MALVERN | PA | 19355 | $1,900,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,654 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,654 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST - ACCRUED INCOME | FMV | $57,218 | $57,218 |
| NORTHERN TRUST CONSOLIDATED - FUNDS -COMMON STOCK | FMV | $32,746,325 | $32,746,325 |
| NORTHERN TRUST CONSOLIDATED - EQUITIES ETF | FMV | $4,532,495 | $4,532,495 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - GOVERNMENT AGENCIES | FMV | $645,596 | $645,596 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - CORPORATE BONDS | FMV | $5,594,680 | $5,594,680 |
| NORTHERN TRUST CONSOLIDATED - FIXED INCOME ETF | FMV | $11,851,099 | $11,851,099 |
| NORTHERN TRUST CONSOLIDATED - REAL ESTATE | FMV | $2,999 | $2,999 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - REAL ESTATE | FMV | $1,554,054 | $1,554,054 |
| NORTHERN TRUST CONSOLIDATED - MISCELLAENOUS | FMV | $1,390 | $1,390 |
| NORTHERN TRUST CONSOLIDATED - COMMON STOCK | FMV | $5,772,858 | $5,772,858 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,326 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,326 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DUE FROM IRS | $280,915 | $280,915 |
| PREPAID TAX | $19,932 | $19,932 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EVENT ADMINISTRATION | $355,122 | $0 | $355,122 |
| MEMBERSHIPS | $17,019 | $0 | $17,019 |
| POSTAGE | $3,577 | $0 | $3,577 |
| SUPPLIES | $4,586 | $0 | $4,586 |
| MISCELLANEOUS | $323 | $0 | $323 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $2,431,445 |
| TAX REFUND DUE & PREPAID TAX FROM PRIOR YEAR | $248,286 |
| REFUNDS DUE TO COVID/REVERSALS OF PRIOR YEARS GRANTS PAYABLE | $237,197 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM ADMINISTRATION | $900 | $0 | $900 |
| INVESTMENT MANAGEMENT FEES | $194,358 | $194,358 | $0 |
| OTHER CONSULTING | $8,684 | $0 | $12,948 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $62,661 | $0 | $62,661 |
| OTHER TAXES | $98,243 | $0 | $0 |
Comments