THE BINDON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE BINDON FOUNDATION (EIN 47-5087969)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-02
IRS object ID
202123069349101532
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-02T16:11:05-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475087969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bindon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personelizabeth halstedPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-10-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstelizabethPersonFirstNm
Person LasthalstedPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,914,588FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$308InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$308InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,416DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,416DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,954NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$104,344GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,421OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,996OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$36,191TotalRevAndExpnssAmt
Total Net Invst Incm$42,720TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$20,171OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,483OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,688OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$16,453OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,019OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,707TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$129,086ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$129,086ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,778TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,631TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$152,793TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$129,587ExcessRevenueOverExpensesAmt
Net Investment Income$30,089NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$212,628SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,465SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,465SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$100,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$1,319,625CorporateStockBOYAmt
Corporate Stock EOY$1,205,495CorporateStockEOYAmt
Corporate Stock EOYFMV$2,385,515CorporateStockEOYFMVAmt
Other Investments BOY$202,040OtherInvestmentsBOYAmt
Other Investments EOY$414,746OtherInvestmentsEOYAmt
Other Investments EOYFMV$439,608OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,834,293TotalAssetsBOYAmt
Total Assets EOY$1,709,706TotalAssetsEOYAmt
Total Assets EOYFMV$2,914,588TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,834,293RetainedEarningBOYAmt
Retained Earning EOY$1,709,706RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,834,293TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,709,706TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,834,293TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,709,706TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,834,293TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$129,587ExcessRevenueOverExpensesAmt
Other Increases$5,000OtherIncreasesAmt
Subtotal$1,709,706SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,709,706TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$104,344GrossSalesPriceAmt
Cost Or Other Basis$114,299CostOrOtherBasisAmt
Gain Or Loss-$9,955GainOrLossAmt
Gains Minus Excess Or Losses-$9,955GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$9,955CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$418InvestmentIncomeExciseTaxAmt
Subtotal$418SubtotalAmt
Tax Based On Investment Income$418TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Overpayment$382OverpaymentAmt
Applied To ES Tax$382AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Elizabeth L Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Scott Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COMMUNITY FILM SCREENING EVENTS-TO COVER EXPENSES RELATED TO COMMUNITY SCREENING EVENTS FOR THE RESCUE LIST TO INCREASE THE UNDERSTANDING & AWARENESS OF MODERN SLAVERY &TRAFFICKINGDescription1Txt
Expenses1$7,688Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,064,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,714AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$331,326FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,541,236TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,541,236AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,119CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,503,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$125,156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$125,156MinimumInvestmentReturnAmt
Tax Based On Investment Income$418TaxBasedOnInvestmentIncomeAmt
Total Tax$418TotalTaxAmt
Distributable Before Adj$124,738DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,738DistributableBeforeDedAmt
Distributable As Adjusted$129,738DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$152,793ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$152,793QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$152,793AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,738DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr4$7,997ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$34,606ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$42,603TotalExcessDistributionCyovAmt
Qualifying Distributions$152,793QualifyingDistributionsAmt
Applied To Current Year$129,738AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,055RemainingDistriFromCorpusAmt
Total Corpus$65,658TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$65,658ExcessDistriCyovToNextYrAmt
Excess From Year4$7,997ExcessFromYear4Amt
Excess From Year2$34,606ExcessFromYear2Amt
Excess From Current Year$23,055ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth L HalstedContributingManagerNm
Contributing ManagerScott HalstedContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1TO4
5225 E CAMINO CIELOSANTA BARBARACA93105N/APCGeneral & Unrestricted$5,000
AMERICAN RIVERS INC
1101 14TH ST NW STE 1400WASHINGTONDC20005N/APCGeneral & Unrestricted$500
ANGEL BASKETS
PO BOX 22000 PMB 574TELLURIDECO81435N/APCGeneral & Unrestricted$1,500
BLACK GIRLS SMILE
1660 KENMORE ST SWATLANTAGA30311N/APCGeneral & Unrestricted$500
BRIDGE THE GAP COLLEGE PREP
PO BOX 1390SAUSALITOCA94966N/APCGeneral & Unrestricted$2,500
CANAL ALLIANCE
91 LARKSPUR STSAN RAFAELCA94901N/APCGeneral & Unrestricted$2,500
CLEAN AIR TASK FORCE INC
114 STATE ST 6TH FLBOSTONMA02109N/APCGeneral & Unrestricted$500
CONNECTICUT COLLEGE
270 MOHEGAN AVENEW LONDONCT06320N/APCGeneral & Unrestricted$500
DARAJA EDUCATION FUND
PO BOX 4333SAN RAFAELCA94913N/APCGeneral & Unrestricted$4,000
DIPSEA RACE FOUNDATION
PO BOX 10MILL VALLEYCA94942N/APCGeneral & Unrestricted$500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$5,500
ETHEL WALKER SCHOOL INC
230 BUSHY HILL RDSIMSBURYCT06070N/APCGeneral & Unrestricted$1,911
EXTRAFOOD ORG
907 SIR FRANCIS DRAKE BLVDKENTFIELDCA94904N/APCGeneral & Unrestricted$500
FRIENDS OF CHALLENGING HEIGHTS
645 VILLAGE MAIN CIRDAVIDSONNC28036N/APCGeneral & Unrestricted$1,500
FRIENDS OF CHALLENGING HEIGHTS
645 VILLAGE MAIN CIRDAVIDSONNC28036N/APCRescue fund for 30 Children from the Volta Region$20,000
FRIENDS OF CHALLENGING HEIGHTS
645 VILLAGE MAIN CIRDAVIDSONNC28036N/APCthe screening fund of The Rescue List in the vulnerable communities$500
FRIENDS OF COMPASS INC
1720 N ST NWWASHINGTONDC20036N/APCGeneral & Unrestricted$500
FROM HOUSES TO HOMES-GUATEMALA INC
PO BOX 85MOUNT TABORNJ07878N/APCGeneral & Unrestricted$1,000
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCGeneral & Unrestricted$1,000
GIVE BACK YOGA FOUNDATION
900 BASELINE RD 13BBOULDERCO80302N/APCGeneral & Unrestricted$500
GLIDE MEMORIAL UNITED METHODIST CHURCH
330 ELLIS STSAN FRANCISCOCA94102N/APCFood Program$250
GRAND CANYON TRUST INC
2601 N FORT VALLEY RDFLAGSTAFFAZ86001N/APCGeneral & Unrestricted$1,500
GRASSROOT SOCCER INC
15 LEBANON STHANOVERNH03255N/APCGeneral & Unrestricted$500
KELLY S BRUSH FOUNDATION
3 MAIN ST STE 217BURLINGTONVT05401N/APCGeneral & Unrestricted$2,500
KIND INC
1201 L ST NW FL 2WASHINGTONDC20005N/APCGeneral & Unrestricted$750
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESAN FRANCISCOCA94102N/APCGeneral & Unrestricted$500
MARIN CITY HEALTH AND WELLNESS CENTER
630 DRAKE AVEMARIN CITYCA94965N/APCGeneral & Unrestricted$2,500
MARIN COMMUNITY CLINIC
9 COMMERCIAL BLVD STE 100NOVATOCA94949N/APCGeneral & Unrestricted$2,500
MARIN COMMUNITY FOUNDATION
5 HAMILTON LANDING STE 200NOVATOCA94949N/APCGeneral & Unrestricted$10,000
MARIN PROMISE PARTNERSHIP
101 LUCAS VALLEY RD STE 360SAN RAFAELCA94903N/APCGeneral & Unrestricted$1,000
MCE SOCIAL CAPITAL
5758 GEARY BLVD 261SAN FRANCISCOCA94121N/APCGeneral & Unrestricted$1,675
MILL VALLEY LIVEARTS DBA 142 THROCKMORTON THEATRE
PO BOX 1058MILL VALLEYCA94942N/APCGeneral & Unrestricted$500
MT TAMALPAIS PRIMARY SCHOOL ELEMENTARY
100 HARVARD AVEMILL VALLEYCA94941N/APCGeneral & Unrestricted$500
MT TAMALPAIS PRIMARY SCHOOL ELEMENTARY
100 HARVARD AVEMILL VALLEYCA94941N/APCNancy Tracy Endowment Fund$2,500
NATURE BRIDGE
28 GEARY ST STE 650SAN FRANCISCOCA94108N/APCGeneral & Unrestricted$1,000
NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100ARLINGTONVA22203N/APCGeneral & Unrestricted$500
OFF THE MAT INTO THE WORLD
3435 OCEAN PARK BLVD STE 107-CSANTA MONICACA90405N/APCGeneral & Unrestricted$1,000
PLANNED PARENTHOOD GLOBAL INC
123 WILLIAM ST FL 10NEW YORKNY10038N/ASO IGeneral & Unrestricted$500
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107N/APCGeneral & Unrestricted$2,500
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCGeneral & Unrestricted$15,000
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCDominican Republic Mangrove Project$10,000
SEND IT
10075 W RIVER ST 204TRUCKEECA96161N/APCGeneral & Unrestricted$1,250
ST VINCENT DE PAUL SOCIETY
820 B STSAN RAFAELCA94901N/APCGeneral & Unrestricted$250
SUCCESSFUL PRACTICES NETWORK INC
1587 RTE 146REXFORDNY12148N/APCFuture of School project$1,000
TECHNOSERVE INC
1777 N KENT ST STE 1100ALRINGTONVA22209N/APCGeneral & Unrestricted$5,000
TECHNOSERVE INC
1777 N KENT ST STE 1100ALRINGTONVA22209N/APCWomen's Empowerment Program$1,000
TELLURIDE COUNCIL FOR THE ARTS AND HUMANITIES
PO BOX 152TELLURIDECO81435N/APCGeneral & Unrestricted$250
TELLURIDE FOUNDATION
PO BOX 4222TELLURIDECO81435N/APCGeneral & Unrestricted$500
THACHER SCHOOL INC
5025 THACHER RDOJAICA93023N/APCGeneral & Unrestricted$500
THE 5 GYRES INSTITUTE
5792 W JEFFERSON BLVDLOS ANGELESCA90016N/APCGeneral & Unrestricted$2,500
THE BRANSON SCHOOL
39 FERNHILL AVE 887ROSSCA94957N/APCGeneral & Unrestricted$500
TOGETHER RISING
800 W BROAD ST 6409FALLS CHURCHVA22040N/APCGeneral & Unrestricted$1,000
TROUT UNLIMITED INC
PO BOX 7400WOOLLY BUGGERWV25438N/APCAlaska Program$500
UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE
PO BOX 359505SEATTLEWA98195N/APCSCOPE Health project$250
WATSI
548 MARKET ST 75903SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$5,000
WEST POINT INN ASSOCIATION
100 OLD RAILROAD GRADE FIRE RDMILL VALLEYCA94941N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$129,086TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$308ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,416ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$9,954ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990-$9,67514$9,837
Federal Tax Refund01$3,281
INTEREST INCOME FROM NOTES14$12,978

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$9,675UnrelatedBusinessTaxblIncmAmt
Exclusion$45,866ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,191TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$67,517$157,669
AMAZON COM$29,816$97,708
APPLE INC$34,817$159,228
BANK OF AMERICA CORP$60,653$103,054
BLACKROCK INC$83,357$144,308
CARRIER GLOBAL$11,109$18,596
CATERPILLAR INC$62,119$81,909
CHEVRON CORP$12,334$12,668
COMCAST CORP$31,487$52,400
COSTCO WHOLESALE CORPORATION$54,645$103,615
FACEBOOK INC$58,465$136,580
HOME DEPOT INC$58,841$79,686
INTUITIVE SURGICAL$56,072$103,899
ISHARES S&P EUROPE 350 INDEX$37,697$41,451
JP MORGAN CHASE$25,284$54,640
LYONDELLBASELL INDUSTRIES NV$56,399$59,579
MASTERCARD INC$34,050$124,929
MICROSOFT CORP$71,384$133,452
OTIS WORLDWIDE CORP$16,623$16,617
PEPSICO INC$24,393$29,660
RAYTHEON TECHNOLOGIES CORP$37,062$35,254
THERMO FISHER SCIENTIFIC INC$88,246$295,770
VANGUARD FTSE EMERGING MARKETS$20,284$25,055
VIRTUS EMERGING MARKETS OPPTS$21,519$27,072
VISA INC$46,914$131,238
WALT DISNEY HOLDINGS CO$73,532$126,826
WISDOMTREE JAPAN HEDGED EQUITY$30,876$32,652

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALL ACROSS AFRICA SER AA PFD -$100,000$100,591
JIBU, L3C$101,768$102,842
KASHA GLOBAL PFD SER A$100,000$100,000
KASHA GLOBAL PFD SER A-1$29,397$38,534
KASHA GLOBAL PFD SER A-2$56,238$70,298
WIST INC PFD$27,343$27,343

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$15,994$15,994
K-1 Exp JIBU, L3C$434$80
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss JIBU, L3C$162$18
Federal Tax Refund$3,281
Interest Income from Notes$12,978$12,978

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$5,000Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDesc
KASHA GLOBAL INC
NONE$50,000$02018-082020-08PRINCIPAL AND INTEREST UPON MATURITY6.NONEINVESTMENTN/A N/A N/A
KASHA GLOBAL INC
NONE$25,000$02017-112020-08PRINCIPAL AND INTEREST UPON MATURITY6.NONEINVESTMENTN/A N/A N/A
WIST INC
NONE$25,000$02018-022020-02PRINCIPAL AND INTEREST UPON MATURITY5.NONEINVESTMENTN/A N/A N/A

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$12,483$12,483
PHILANTHROPIC CONSULTING SVCS$7,688$7,688

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$68Amt
Net Investment Income$68NetInvestmentIncomeAmt

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