PRENTICE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRENTICE FOUNDATION INC (EIN 06-1386173)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349101802
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T08:49:03-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 061386173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentice Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PREN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN POWERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | POWERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $39,491,519 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $190,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,000 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,848,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,677,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,887,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,339 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,434 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,115,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,154,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,822 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,822 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,946 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,946 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $145,922 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,922 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,441 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $576 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $576 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $186,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $137,176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,972,159 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,972,159 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,445,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,099,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$330,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,858,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,154,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,939,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,939,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,315,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,249,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,407,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,560,675 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,511,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,144,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,030,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,700,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,491,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $27,030,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,700,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,030,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,700,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,030,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,700,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,030,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$330,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,700,143 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,700,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $6,663,072 | $5,546,566 | $1,116,506 | $1,116,506 | |||
| Passthrough K1 Capital Gain/(Loss) | $687,025 | ||||||
| ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD | $750,000 | $701,128 | $48,872 | $48,872 | P | 2015-06-30 | 2020-07-23 |
| RESPONSIBLE EMERGING MKTS EQUITY FUND | $250,000 | $196,133 | $53,867 | $53,867 | P | 2011-12-31 | 2020-07-31 |
| NORTH SKY CLEANTECH VENTURES, LP | $14,795 | $33,473 | -$18,678 | -$18,678 | P | 2020-12-28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,887,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,839 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,839 | SubtotalAmt |
| Tax Based On Investment Income | $25,839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,497 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,970 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,467 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,628 | OverpaymentAmt |
| Applied To ES Tax | $4,628 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Jerry Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Lynn P Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| James Bohart Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Barbara Hapgood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Powers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 3.0 | $0 | $0 | $0 |
| Lauren Zuskin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANNA SIX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 HOYT STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,822 | CompensationAmt |
| Employee Benefits | $4,599 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY Mellon Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 54TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $126,819 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,892,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,076,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,504,730 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,473,593 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,473,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $532,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,941,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,747,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,747,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,839 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,839 | TotalTaxAmt |
| Distributable Before Adj | $1,721,235 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,721,235 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,721,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,099,876 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,099,876 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,099,876 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,721,235 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $728,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $355,899 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $335,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $507,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $297,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,225,108 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,099,876 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,721,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $378,641 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,603,749 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $728,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,875,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $355,899 | ExcessFromYear4Amt |
| Excess From Year3 | $335,603 | ExcessFromYear3Amt |
| Excess From Year2 | $507,775 | ExcessFromYear2Amt |
| Excess From Year1 | $297,569 | ExcessFromYear1Amt |
| Excess From Current Year | $378,641 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (217 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS WOMENS HEALTH JUSTICE | |||||||
| 176 JUANA AVE SUITE B | SAN LEANDRO | CA | 94577 | N/A | PC | abortion services and post abortion LARCs | $5,000 |
| ACTION INSTITUTE NC | |||||||
| 1817 CENTRAL AVE | CHARLOTTE | NC | 28205 | N/A | PC | General & Unrestricted | $5,000 |
| ALL-OPTIONS | |||||||
| PO BOX 28284 | OAKLAND | CA | 94604 | N/A | PC | Hoosier Abortion Fund - abortion related services, including post abortion LARCs | $6,000 |
| ALLIANCE FOR CLIMATE EDUCATION INC | |||||||
| 4676 BROADWAY STE A | BOULDER | CO | 80304 | N/A | PC | to support work in north carolina | $5,000 |
| ALLIANCE FOR SUSTAINABLE COLORADO | |||||||
| 1536 WYNKOOP ST SUITE 100 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $75,000 |
| ALLIANCE FOR YOUTH ORGANIZING | |||||||
| 915 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Engage Miami initiative | $25,000 |
| ALTERNATE ROOTS INC | |||||||
| 1270 CAROLINE ST NE STE 120 353 | ATLANTA | GA | 30307 | N/A | PC | WOMEN ENGAGED initiative | $11,177 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,755 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $1,502 |
| ANGEL WATCHING OVER ME INC | |||||||
| 3 N FEDERAL HWY | DANIA | FL | 33004 | N/A | PC | General & Unrestricted | $5,000 |
| ANIMAL D R E A M S INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $751 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $2,253 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,877 |
| ARMSTRONG COMMUNITY MUSIC SCHOOL | |||||||
| 3267 BEE CAVES RD STE 107 PMB 82 | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $2,500 |
| ARTS ALLIANCE OF CENTRAL TEXAS | |||||||
| 118 DAISY PATH | AUSTIN | TX | 78737 | N/A | PC | General & Unrestricted | $3,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | Third Generation Fund | $100,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST STE 204 | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $4,390 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 963 MORRIS PARK AVE 1 | BRONX | NY | 10462 | N/A | PC | Shield Ranch Charitable Fund | $10,000 |
| AUSTIN THEATRE ALLIANCE | |||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | N/A | PC | Literacy to Life Program | $5,000 |
| AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $20,000 |
| AUSTIN YOUTH & COMMUNITY FARM INC DBA URBAN ROOTS | |||||||
| 4900 GONZALES ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $3,000 |
| B WRIGHT LEADERSHIP ACADEMY INC | |||||||
| 6100 NW 7TH AVE | MIAMI | FL | 33127 | N/A | PC | General & Unrestricted | $5,000 |
| BALTIMORE ABORTION FUND | |||||||
| 1323 CALVERT ST | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $8,000 |
| BALTIMORE LAB SCHOOL INC | |||||||
| 2220 SAINT PAUL ST | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $8,000 |
| BENNINGTON COALITION FOR THE HOMELESS | |||||||
| PO BOX 4736 | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $500 |
| BERKSHIRE HUMANE SOCIETY INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $3,755 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $6,008 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $4,558 |
| BIG BROTHERS BIG SISTERS LONE STAR | |||||||
| 450 E JOHN CARPENTER FWY STE 300 | IRVING | TX | 75062 | N/A | PC | The Jean Powers Bohart Scholarship fund | $14,000 |
| BLUE MOUNTAIN CLINIC INC | |||||||
| 610 N CALIFORNIA ST | MISSOULA | MT | 59802 | N/A | PC | abortion services and post abortion LARCs | $6,000 |
| BVM CAPACITY BUILDING INSTITUTE INC | |||||||
| 3645 MARKETPLACE BLVD STE 130-209 | EAST POINT | GA | 30344 | N/A | PC | General & Unrestricted | $5,188 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| CAROLINA FOR KIBERA INC | |||||||
| 301 PITTSBORO ST STE 3002 CAMPUS BO | CHAPEL HILL | NC | 27599 | N/A | PC | Girls Empowerment Program | $7,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR WOMEN & THEIR WORK INC | |||||||
| 1604 LEIGH ST | AUSTIN | TX | 78703 | N/A | PC | General & Unrestricted | $3,000 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | General & Unrestricted | $7,500 |
| CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 877 | CARRBORO | NC | 27510 | N/A | PC | COVID relief fund for families and children in the district | $10,000 |
| CHAPMAN PARTNERSHIP INC | |||||||
| 1550 N MIAMI AVE 2 FLR ADMIN | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $3,755 |
| CHATHAM COUNTY ARTS COUNCIL INCORPORATED | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | N/A | PC | Masks 4 Many project | $1,000 |
| CHELSEAS FUND | |||||||
| PO BOX 1472 | LANDER | WY | 82520 | N/A | PC | abortion related services and post-abortion LARCs | $1,000 |
| CHICAGO ABORTION FUND | |||||||
| 333 W N AVE STE 267 | CHICAGO | IL | 60610 | N/A | PC | abortion services and LARCs | $6,000 |
| CI FOUNDATION INC | |||||||
| 17301 SW 93RD AVE | PALMETTO BAY | FL | 33157 | N/A | PC | General & Unrestricted | $2,500 |
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||
| 3883 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | N/A | PC | General & Unrestricted | $1,502 |
| COBALT FOUNDATION | |||||||
| PO BOX 22485 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $10,000 |
| COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND R | |||||||
| PO BOX 40991 | DENVER | CO | 80204 | N/A | PC | reproductive rights advocacy | $5,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $750 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Colorado Natural Heritage Program | $5,000 |
| COMMON CAUSE EDUCATION FUND - NORTH CAROLINA | |||||||
| 907 GLENWOOD AVE | RALEIGH | NC | 27605 | N/A | PC | General & Unrestricted | $30,000 |
| COMMON GROUND PROJECT FLORIDA INC | |||||||
| 2834 NOTRE DAME AVE | MELBOURNE | FL | 32935 | N/A | PC | Faith in Public Life Florida | $10,000 |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $2,400 |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | N/A | PC | General & Unrestricted | $5,632 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | To protect elephants and their habitat | $2,000 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 3000 AERIAL CENTER PKWY | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $45,000 |
| DOMINICAN JOE FOUNDATION INC | |||||||
| 1415 DEAN ST | FORT MYERS | FL | 33901 | N/A | PC | General & Unrestricted | $1,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $750 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90964 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $5,000 |
| EARLY CHILDHOOD INITIATIVE INC | |||||||
| 3250 SW 3 AVE 6TH FL | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $5,000 |
| EAST CHAPEL HILL ROTARY CLUB FOUNDATION | |||||||
| PO BOX 2254 | CHAPEL HILL | NC | 27515 | N/A | PC | Teacher's Store | $2,000 |
| ECO-INSTITUTE AT PICKARDS MOUNTAIN INC | |||||||
| 8519 PICKARDS MEADOW RD | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $5,000 |
| EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI | |||||||
| PO BOX 609 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $7,000 |
| EL CENTRO HISPANO INC | |||||||
| 2000 CHAPEL HILL RD STE 26A | DURHAM | NC | 27707 | N/A | PC | Enlace Latino NC | $25,000 |
| EL PASOANS FIGHTING HUNGER | |||||||
| 9541 PLZ CIR | EL PASO | TX | 79927 | N/A | PC | General & Unrestricted | $5,000 |
| EMERGENCY MEDICAL ASSISTANCE INC | |||||||
| PO BOX 33552 | PALM BCH GDNS | FL | 33420 | N/A | PC | abortion services and LARCs | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 4000 WESTCHASE BLVD STE 510 | RALEIGH | NC | 27607 | N/A | PC | North Carolina programming | $8,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $6,000 |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||
| 475 RIVERSIDE DR STE 960 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,100 |
| ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | N/A | PC | Charitable Event | $5,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $5,632 |
| EX STUDENT'S ASSOCIATION OF THE UNIVERSITY OF TEXA | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | 40 acres society Scholarship fund | $7,500 |
| FAITH IN PUBLIC LIFE INC | |||||||
| 1990 M ST NW | WASHINGTON | DC | 20036 | N/A | PC | Common Ground Project: The Faithful Voter - Tampa Bay | $10,000 |
| FAMILIES IN NATURE | |||||||
| 4610 SHOALWOOD AVE | AUSTIN | TX | 78756 | N/A | PC | General & Unrestricted | $2,688 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TERRRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | General & Unrestricted | $3,755 |
| FEMINIST WOMENS HEALTH CENTER INC | |||||||
| 1924 CLIFF VALLEY WAY NE | ATLANTA | GA | 30329 | N/A | PC | abortion related services and advocacy | $6,000 |
| FERTILITY FOUNDATION OF TEXAS | |||||||
| 3801 N CAPITAL OF TEXAS HWY E240 | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $2,000 |
| FLATHEAD SPAY & NEUTER TASK FORCE INC | |||||||
| PO BOX 2095 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $2,029 |
| FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC | |||||||
| 25550 SW 152ND AVE | HOMESTEAD | FL | 33032 | N/A | PC | Florida Communications and Research Hub | $30,000 |
| FLORIDA IMMIGRANT COALITION INC | |||||||
| 2800 BISCAYNE BLVD STE 200 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA INSTITUTE FOR REFORM AND EMPOWERMENT INC | |||||||
| 134 E COLONIAL DR | ORLANDO | FL | 32801 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA LEAGUE OF CONSERVATION VOTERS EDUCATION FU | |||||||
| PO BOX 972 | TALLAHASSEE | FL | 32302 | N/A | PC | General & Unrestricted | $5,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF ANIMALS INC | |||||||
| 777 POST RD STE 205 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $3,755 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | To promote green energy at Hildene | $500 |
| FRIENDS OF JOHN COLTRANE | |||||||
| PO BOX 2392 | HIGH POINT | NC | 27261 | N/A | PC | Charitable Event | $5,000 |
| FRIENDS OF THE BASS MUSEUM INC | |||||||
| 2100 COLLINS AVE | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $16,000 |
| FRIENDS OF THE CHAPEL HILL PUBLIC LIBRARY | |||||||
| 100 LIBRARY DR | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | EarthDay - fight climate change fund | $3,000 |
| GANG ALTERNATIVE INC | |||||||
| 12000 BISCAYNE BLVD STE 402 | NORTH MIAMI | FL | 33181 | N/A | PC | Turkey Drive | $5,000 |
| GEORGIA ALLIANCE EDUCATION FUND INC | |||||||
| PO BOX 77971 | ATLANTA | GA | 30357 | N/A | PC | General & Unrestricted | $73,994 |
| GLEN HIGHLAND FARM INC | |||||||
| 6699 FOX CENTRE PKWY STE 434 | GLOUCESTER | VA | 23061 | N/A | PC | General & Unrestricted | $653 |
| GREEN CHIMNEYS CHILDRENS SERVICES INC | |||||||
| PO BOX 719 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $3,755 |
| GUTTMACHER INSTITUTE INC | |||||||
| 125 MAIDEN LN 7TH FLOO | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| HEALTH IN THE HOOD INC | |||||||
| 2020 N BAYSHORE DR STE 4102 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $5,000 |
| HEART OF TEXAS LAB RESCUE INC | |||||||
| PO BOX 81821 | AUSTIN | TX | 78708 | N/A | PC | General & Unrestricted | $2,000 |
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $3,755 |
| HIGHER ED WORKS | |||||||
| 3737 GLENWOOD AVE STE 260 | RALEIGH | NC | 27612 | N/A | PC | General & Unrestricted | $5,000 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $3,000 |
| HOPEWELL FUND | |||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | N/A | PC | Resources for Abortion Delivery COVID-19 Emergency Relief fund | $25,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | General & Unrestricted | $7,500 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | General & Unrestricted | $3,755 |
| HUMANE SOCIETY OF VERO BEACH FLA | |||||||
| 6230 77TH ST | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $1,000 |
| IN OUR OWN VOICE NATIONAL BLACK WOMENS REPRODUCTIV | |||||||
| 1012 14TH ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| INDIAN RIVER COUNTY HEALTHY START COALITION INC | |||||||
| 1555 INDIAN RIVER BLVD STE B241 | VERO BEACH | FL | 32960 | N/A | PC | to implement a comprehensive Pre-Conception and Sexuality Health program | $2,500 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $15,000 |
| IPAS | |||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PC | General & Unrestricted | $8,000 |
| JANES DUE PROCESS INC | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $10,390 |
| JEREMIAH PROGRAM | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $10,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $2,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A | VERO BEACH | FL | 32963 | N/A | PC | 20 years of serving those in need fund in Indian River County | $5,000 |
| MAINE CITIZENS FOR CLEAN ELECTIONS | |||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $120,000 |
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC | |||||||
| 4491 S STATE ROAD 7 STE 201 | FORT LAUDERDALE | FL | 33314 | N/A | PC | General & Unrestricted | $5,000 |
| MARGARET BYRD RAWSON INSTITUTE INC | |||||||
| 122 E PATRICK ST 106 | FREDERICK | MD | 21701 | N/A | PC | General & Unrestricted | $88,000 |
| MCCOMBS SCHOOL OF BUSINESS FOUNDATION | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | N/A | SO I | General & Unrestricted | $10,000 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,500 |
| MEMPHIS CENTER FOR REPRODUCTIVE | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | abortion services and post abortion LARCs | $6,000 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I | |||||||
| 820 37TH PL | VERO BEACH | FL | 32960 | N/A | PC | Charitable Event | $10,000 |
| MENTAL HEALTH SUPPORTERS INC | |||||||
| 9536 OLD PINE RD | BOCA RATON | FL | 33428 | N/A | PC | General & Unrestricted | $2,500 |
| MIAMI CHILDRENS HEALTH SYSTEM FOUNDATION INC | |||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | N/A | PC | General & Unrestricted | $13,280 |
| MIAMI CHILDRENS INITIATIVE INC | |||||||
| 5400 NW 22ND AVE 4TH FLR | MIAMI | FL | 33142 | N/A | PC | General & Unrestricted | $5,000 |
| MOHAWK AND HUDSON RIVER HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | N/A | PC | General & Unrestricted | $3,004 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPY | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $3,755 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $2,500 |
| NARAL PRO CHOICE MARYLAND FUND INC | |||||||
| 1323 N CALVERT ST STE A | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $13,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | To protect access to affordable abortion services | $5,000 |
| NARAL PRO-CHOICE ARIZONA FOUNDATION | |||||||
| 4141 N 32ND ST STE 105 | PHOENIX | AZ | 85018 | N/A | PC | abortion services and advocacy | $6,000 |
| NARAL PRO-CHOICE CONNECTICUT FOUNDATION INC | |||||||
| 1 MAIN ST STE T4 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $8,000 |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVE NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $8,000 |
| NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN | |||||||
| 747 3RD AVE RM 33C | NEW YORK | NY | 10017 | N/A | PC | for research connecting anxiety to inability to sleep and other physical problems | $2,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | designated for Audubon North Carolina | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 473 | EAU CLAIRE | WI | 54702 | N/A | PC | abortion services and/or post abortion LARCs and the options fund | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | the covid-19 relief crises fund | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | Maria Fund for Social Justice, Mexico City | $8,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 512 1ST AVE N | FARGO | ND | 58102 | N/A | PC | North Dakota Women in Need to cover abortion services, post abortion LARCs, and civic engagement with clients | $1,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 227336 | DALLAS | TX | 75222 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 224 FOREST AVE | VERMILLION | SD | 57069 | N/A | PC | South Dakota Access for Every Woman, abortion services and post abortion LARCs | $1,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | Fondo De Aborto Para La Justicia Social MARIA | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 770141 | NEW ORLEANS | LA | 70117 | N/A | PC | New Orleans Abortion Fund - abortion services and post abortion LARCs | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 1153 EASTFIELD AVE | AUSTIN | TX | 78721 | N/A | PC | Lilith Fund | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FUND TEXAS CH | |||||||
| 3005 S LAMAR BLVD D-109 111 | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - RICHMOND REPR | |||||||
| PO BOX 7389 | RICHMOND | VA | 23221 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS-- FREEDOM FUND | |||||||
| PO BOX 92 | MARSHFIELD | WI | 54449 | N/A | PC | Freedom Fund - abortion services and post abortion LARCs | $6,000 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | Plan C Initiative | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $5,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $1,502 |
| NEW ERA COLORADO FOUNDATION | |||||||
| PO BOX 181153 | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $25,000 |
| NEW FLORIDA MAJORITY EDUCATION FUND INC | |||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $35,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | All Above All progam | $8,000 |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | |||||||
| 711 HILLSBOROUGH ST STE 102 | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH CAROLINA BLACK ALLIANCE INC | |||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA COASTAL FEDERATION INC | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | N/A | PC | General & Unrestricted | $3,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Network of Grantmakers | $3,000 |
| NORTH CAROLINA CONSERVATION NETWORK | |||||||
| 234 FAYETTEVILLE ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $3,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $3,755 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| OHIO STATE UNIVERSITY | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | N/A | GOV | College of Biological Science | $6,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | N/A | PC | Women's philanthropic group | $3,000 |
| ONE ARIZONA | |||||||
| 530 E MCDOWELL RD | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $5,000 |
| PASSION FOR PAWS | |||||||
| PO BOX 373 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| PHILANTHROPY COLORADO | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $1,000 |
| PITTIELOVE RESCUE INC | |||||||
| PO BOX 3532 | FRAMINGHAM | MA | 01705 | N/A | PC | General & Unrestricted | $751 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | to fund abortions and contraceptives | $40,000 |
| PLANNED PARENTHOOD GULF COAST INC | |||||||
| 4600 GULF FWY | HOUSTON | TX | 77023 | N/A | PC | General & Unrestricted | $8,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $10,000 |
| PLANNED PARENTHOOD OF MARYLAND INC | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $18,000 |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | N/A | PC | abortion access | $2,500 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DRIVE STE 110 | COLCHESTER | VT | 05446 | N/A | PC | The Laura Fund | $5,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Abortion SERVICES and long term contraceptives | $1,500 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $20,000 |
| POPULATION CONNECTION | |||||||
| 2120 L NW ST | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $5,000 |
| PRINCETON INTERNSHIPS IN CIVIC SERVICE INC | |||||||
| 1919 HILLTOP RD | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $1,000 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | General & Unrestricted | $35,000 |
| PROGRESS TEXAS INSTITUTE | |||||||
| PO BOX 162922 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $25,000 |
| PROVIDE INC | |||||||
| PO BOX 410164 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $5,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,502 |
| PUSHBLACK | |||||||
| 700 12TH ST NW STE 700 PMB 90791 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH ST STE 300 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $2,500 |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC | |||||||
| 47 KEARNY ST STE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | Corporate Accountability Program | $10,000 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | N/A | PC | General & Unrestricted | $6,000 |
| SECU FAMILY HOUSE AT UNC HOSPITALS | |||||||
| 123 OLD MASON FARM RD | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $3,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | EARTH DAY with focus on Florida | $4,000 |
| SOUL DOG RESCUE | |||||||
| 1245 FACTORY CIR | FORT LUPTON | CO | 80621 | N/A | PC | General & Unrestricted | $3,755 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 W MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| 930 SOUTHERN VERMONT ARTS CENTER DR | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | GOV | General & Unrestricted | $6,008 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $15,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | General & Unrestricted | $4,806 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | Do Good Feel Good Program | $25,000 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $37,632 |
| THE MOTIVATIONAL EDGE INC | |||||||
| 1550 NW 36TH ST | MIAMI | FL | 33142 | N/A | PC | General & Unrestricted | $5,000 |
| THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC | |||||||
| PO BOX 1848 | MERRIFIELD | DC | 22116 | N/A | PC | General & Unrestricted | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| 2500 MAITLAND CENTER PKWY STE 311 | MAITLAND | FL | 32751 | N/A | PC | General & Unrestricted | $5,000 |
| THE PINK HOUSE FUND | |||||||
| 422 FONDREN CT | JACKSON | MS | 39216 | N/A | PC | abortion services and post abortion LARCs | $6,000 |
| THIRTY PERCENT COALITION | |||||||
| 9235 RED WASH DR | JENSEN | UT | 84035 | N/A | PC | General & Unrestricted | $15,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Poder Latinx Collective Action Fund | $9,078 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Poder Latinx Collective Action Fund | $20,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 23 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | To the SEED program to foster investment in sustainable energy for the college | $1,500 |
| UNITED AGAINST POVERTY INC | |||||||
| 2746 US HWY 1 | VERO BEACH | FL | 32960 | N/A | PC | To help clients deal with effects of the Corona Virus | $4,000 |
| UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC | |||||||
| PO BOX 588 | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND | |||||||
| 523 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | N/A | PC | PlayMakers Repertory Company | $5,000 |
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUN | |||||||
| 141 MAIN ST | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $2,500 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| VIZCAYA MUSEUM AND GARDENS TRUST INC | |||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $5,000 |
| VNA & HOSPICE OF THE SOUTHWEST REGION INC | |||||||
| 7 ALBERT CREE DR | RUTLAND | VT | 05701 | N/A | PC | General & Unrestricted | $2,000 |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | |||||||
| 1110 35TH LN | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $1,000 |
| VOTO LATINO FOUNDATION INC | |||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | N/A | PC | General & Unrestricted | $25,000 |
| WESTCAVE PRESERVE CORPORATION DBA WESTCAVE OUTDOOR | |||||||
| 6805 GUADALUPE ST | AUSTIN | TX | 78752 | N/A | PC | General & Unrestricted | $5,000 |
| WOMEN HAVE OPTIONS INC | |||||||
| PO BOX 1611 | COLUMBUS | OH | 43216 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | General & Unrestricted | $1,567 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| WOMENS HEALTH PROJECT INC | |||||||
| 227 N DUBUQUE ST | IOWA CITY | IA | 52245 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| WOMENS MEDICAL FUND INC | |||||||
| PO BOX 248 | MADISON | WI | 53701 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 2633 LINCOLN BLVD 338 | SANTA MONICA | CA | 90405 | N/A | PC | Abortion Services and/or Post Abortion LARCS | $6,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $2,500 |
| YOU CAN VOTE | |||||||
| 902 BROAD ST | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,972,159 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,462 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,848,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$95 | 14 | $69,033 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $2,401 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$94 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,115,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,115,501 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $12,000 | Amt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,848,699 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1 TOTAL PART I, LINE 6A: $1,848,700 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $6,663,072 BOOK BASIS: $5,596,650 NET GAIN/(LOSS): $1,066,422 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $687,025 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $1,014,795 BOOK BASIS: $919,542 NET GAIN/(LOSS): $95,253 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (236 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $99,705 | $183,892 |
| ACI WORLDWIDE INC | $49,755 | $79,473 |
| ACTIVISION BLIZZARD INC | $91,969 | $125,812 |
| ADIDAS AG | $42,631 | $66,425 |
| ADYEN N.V. | $67,621 | $149,640 |
| AGILENT TECHNOLOGIES INC | $35,392 | $56,520 |
| AIA GROUP LTD ADR | $137,960 | $185,564 |
| AKAMAI TECH COM STK | $24,578 | $30,447 |
| AKZO NOBEL NV-ADR | $46,480 | $52,071 |
| ALCON INC | $81,474 | $86,236 |
| ALFA LAVAL AB | $39,221 | $44,965 |
| ALIBABA GROUP HOLDING LTD | $132,212 | $190,140 |
| ALIGN TECHNOLOGY, INC | $71,670 | $161,383 |
| ALLIANZ SE | $88,242 | $93,350 |
| ALPHABET INC CL A | $42,459 | $127,943 |
| ALPHABET INC CL C | $137,984 | $353,879 |
| AMAZON COM | $91,308 | $426,657 |
| AMBEV SA | $52,660 | $36,200 |
| AMDOCS LIMITED | $11,441 | $13,477 |
| AMER FIN GRP HLD | $13,182 | $16,648 |
| AMERIPRISE FINANCIAL INC | $78,008 | $145,748 |
| ANALOG DEVICES INC | $214,629 | $256,459 |
| APPLE INC | $53,780 | $235,127 |
| APPLIED IDNS TECH | $14,879 | $23,787 |
| APTAR GROUP INC | $17,263 | $30,800 |
| ASHTEAD GROUP PLC | $42,682 | $58,366 |
| ASPEN TECHNOLOGY, INC | $15,761 | $35,819 |
| ASSA ABLOY UNSP/ADR | $40,593 | $44,071 |
| ATLAS COPCO AB A SHS ADR | $68,430 | $108,800 |
| AUTODESK, INC | $104,460 | $129,159 |
| AVERY DENNISON CORP | $15,660 | $29,471 |
| BANCO BILBAO ARG SA | $90,415 | $58,934 |
| BANCO ITAU HOLDING FINANCIERA | $55,537 | $52,861 |
| BERKSHIRE HATHAWAY INC. CLASS | $114,527 | $200,336 |
| BGC PARTNERS INC | $58,910 | $39,280 |
| BLACKROCK INC | $92,387 | $134,928 |
| BOOKING HOLDINGS INC | $201,008 | $294,000 |
| BRIGHT HORIZONS FAMILY SOLUTIO | $51,394 | $67,812 |
| BROADRIDGE FINANCIAL | $18,573 | $19,150 |
| BROOKFIELD ASSET MANAGEMENT CL | $54,937 | $69,705 |
| BROWN & BROWN INC | $9,099 | $19,438 |
| C H ROBINSON WORLDWIDE INC | $15,968 | $21,121 |
| CALAVO GROWERS, INC | $28,222 | $26,383 |
| CAMDEN PPTY TR | $22,532 | $24,980 |
| CANADIAN NATL RAILWAY CO | $64,788 | $111,058 |
| CARMAX INC | $101,815 | $173,145 |
| CARRIER GLOBAL | $39,519 | $84,795 |
| CARTER'S INC | $21,611 | $25,399 |
| CATALENT INC | $28,415 | $58,071 |
| CBIZ, INC | $41,229 | $80,815 |
| CBOE HOLDINGS INC | $19,190 | $19,090 |
| CDK GLOBAL INC | $18,939 | $17,881 |
| CHANGE HEALTHCARE INC | $46,723 | $70,516 |
| CHECK POINT SOFTWARE TECHNOLOG | $64,826 | $82,404 |
| CHEMED CORP | $16,021 | $37,283 |
| CHOICE HOTELS INTERNATIONAL IN | $7,661 | $13,875 |
| CHUGAI PHARMACEUTICAL CO., LTD | $32,036 | $73,416 |
| CIRCOR INTL INC | $53,046 | $57,007 |
| CITRIX SYSTEMS INC | $38,574 | $39,681 |
| CLOSE BROTHERS GROUP 25 P ORD | $25,782 | $34,206 |
| CME GROUP, INC | $84,815 | $86,292 |
| COHEN & STEERS INC | $12,036 | $19,690 |
| COLFAX CORPORATION | $53,799 | $72,006 |
| COLUMBIA BANKING SYSTEM, INC | $58,662 | $69,933 |
| COLUMBIA SPORTSWEAR CO | $20,105 | $19,661 |
| COMMMUNITY HEALTHCARE TRUST | $35,648 | $54,506 |
| COMPASS GROUP PLC ADR | $31,365 | $37,610 |
| CONAGRA FOODS INC | $71,450 | $77,778 |
| COOPER COMPANIES INC | $31,092 | $43,598 |
| CORESITE REALTY CORPORATION | $16,110 | $29,441 |
| CREDICORP LTD | $4,508 | $6,069 |
| CROWN CASTLE INTL | $99,590 | $152,504 |
| CUBESMART | $11,827 | $14,788 |
| DASSAULT SYS SA SPN ADR | $124,470 | $155,197 |
| DBS GROUP HLDGS SPON ADR | $127,672 | $132,175 |
| DENTSPLY SIRONA INC | $22,264 | $23,562 |
| DEXCOM, INC | $51,928 | $130,141 |
| DIAGEO PLC ADS | $61,367 | $61,459 |
| DOCUSIGN INC | $48,859 | $204,738 |
| DOLBY LABORATORIES | $20,875 | $31,082 |
| DONALDSON CO. INC | $29,269 | $38,278 |
| DORMAN PRODUCTS INC | $14,201 | $21,705 |
| EAST WEST BANCORP, INC | $16,672 | $21,045 |
| EDWARDS LIFESCIENCES | $36,910 | $182,916 |
| ERSTE BK DER OEST SP | $25,014 | $31,639 |
| ESCO TECH INC | $28,177 | $35,198 |
| ESTEE LAUDER COMPANIES INC | $104,779 | $125,642 |
| EXPEDITORS INTL WASH INC | $22,763 | $37,093 |
| EXPERIAN GROUP LTD S/ADR | $64,820 | $67,835 |
| F5 NETWORKS, INC | $22,551 | $33,429 |
| FACEBOOK INC | $217,990 | $471,200 |
| FACTSET RESH SYST INC | $17,956 | $28,263 |
| FANUC LIMITED UNSPONSORED | $85,767 | $96,834 |
| FB FINANCIAL CORPORATION | $58,270 | $61,368 |
| FIDELITY NATIONAL INFORMATION | $51,245 | $54,462 |
| FIRST MERCHANTS CORPORATION | $70,637 | $73,735 |
| FIRST REPUBLIC BANK | $116,583 | $130,327 |
| FLOWERS FOODS INC | $23,270 | $24,554 |
| FOMENTO ECONOMICO MEXICANO | $62,126 | $62,434 |
| FRANKLIN ELECTRIC CO., INC | $9,594 | $15,572 |
| FUCHS PETROLUB SE | $24,719 | $25,507 |
| GUARDANT HEALTH INC | $92,551 | $130,942 |
| HDFC BANK LTD ADR | $26,241 | $39,020 |
| HEINEKEN N V S ADR | $47,030 | $57,459 |
| HENRY JACK & ASSOC INC | $10,945 | $14,579 |
| HENRY SCHEIN INC | $13,128 | $14,041 |
| HILL-ROM HOLDINGS, INC | $32,823 | $31,840 |
| HOSTESS BRANDS INC | $64,176 | $68,837 |
| HOWARD HUGHES CORPORATION | $58,930 | $46,805 |
| HUBBELL INCORPORATED | $27,407 | $37,630 |
| ICICI BK LTD ADS | $31,831 | $52,025 |
| ILLUMINA INC COM | $110,927 | $126,910 |
| INFINEON TECH ADS | $82,092 | $150,191 |
| ING GROUP N V SPONSORED ADR | $46,760 | $56,432 |
| INSULET CORPORATION | $58,649 | $79,245 |
| INTERPUBLIC GROUP OF COS | $29,958 | $32,810 |
| INTUIT | $50,505 | $82,048 |
| IPG PHOTONICS CORP | $23,495 | $36,925 |
| J2 GLOBAL INC | $70,972 | $94,173 |
| JACOBS ENGINEERING GP | $89,655 | $124,105 |
| JONES LANG LASALLE | $27,242 | $28,190 |
| JP MORGAN CHASE | $107,666 | $151,086 |
| KAMAN CORPORATION | $36,455 | $47,932 |
| KAR AUCTION SERVICES INC | $61,686 | $64,353 |
| KDDI CP UNSP ADR | $46,882 | $45,618 |
| KEYSIGHT TECHNOLOGIES INC | $129,443 | $171,717 |
| KKR & CO INC | $61,958 | $93,856 |
| KOMATSU LTD | $46,764 | $53,782 |
| KUBOTA CORPORATION | $94,034 | $131,525 |
| L'AIR LIQUIDE ADR OTC | $24,207 | $32,693 |
| L'OREAL ADR | $61,190 | $104,021 |
| LAMAR ADVERTISING CO CL A REIT | $19,672 | $23,718 |
| LAMB WESTON HOLDINGS INC | $12,929 | $15,748 |
| LANCASTER COLONY CORPORATION | $14,615 | $19,292 |
| LIGAND PHARMACEUTICALS INC | $79,168 | $68,322 |
| LINCOLN ELECTRIC HOLDING INC | $17,963 | $25,575 |
| LITHIA MOTORS INC CL A | $28,139 | $69,948 |
| LONZA GROUP AG UNSP/ADR | $40,081 | $88,366 |
| LOWES COMPANIES INC | $82,279 | $203,045 |
| LULULEMON ATHLETICA INC | $43,782 | $70,998 |
| LVMH MOET HENN UNSP | $40,337 | $55,879 |
| M&T BANK CORP | $30,745 | $37,554 |
| MAGNA INTERNATIONAL INC | $40,308 | $57,702 |
| MANHATTAN ASSOCIATES INC | $16,546 | $29,976 |
| MARUI CO LTD ADR OTC | $34,916 | $39,003 |
| MASCO CORP | $17,428 | $24,169 |
| MASIMO CORPORATION | $8,779 | $18,787 |
| MASTERCARD INC | $65,059 | $311,965 |
| MATCH GROUP INC | $122,319 | $223,761 |
| MEDICAL PROPERTIES TRUST, INC | $28,401 | $44,648 |
| MEDPACE HOLDINGS, INC | $26,798 | $41,760 |
| MERCK & CO INC | $40,742 | $54,642 |
| MICROSOFT CORP | $104,282 | $487,988 |
| MIDDLEBY CORPORATION | $17,697 | $19,983 |
| NETAPP, INC | $19,711 | $25,834 |
| NEWMARK GROUP INC | $23,210 | $21,731 |
| NEXSTAR MEDIA GROUP, INC | $64,709 | $77,962 |
| NIDEC CORPORATION ADR | $44,404 | $68,789 |
| NIKE INC-CL B | $116,399 | $219,561 |
| NOMAD FOODS LIMITED | $78,485 | $115,610 |
| NORDSON CP | $15,190 | $22,105 |
| NOTORI HOLDINGS | $25,185 | $38,823 |
| NOVOZYMES A/S UNSP/ADR | $29,977 | $33,101 |
| NVIDIA CORP | $22,587 | $54,309 |
| OKTA INC | $21,682 | $65,853 |
| OLD DOMINION FREIGHT LINES | $39,775 | $81,976 |
| OMNICOM GROUP | $28,515 | $32,432 |
| OSI SYSTEMS, INC | $32,810 | $40,271 |
| OTIS WORLDWIDE CORP | $50,917 | $60,727 |
| OTSUKA HOLDINGS CO | $41,482 | $41,510 |
| OXFORD INDUSTRIES | $48,222 | $49,001 |
| PACIFIC PREMIER BANCORP INC | $70,653 | $73,124 |
| PACKAGING CORP AMER | $17,397 | $24,134 |
| PACWEST BANCORP | $92,698 | $84,023 |
| PAYPAL HOLDINGS, INC | $60,752 | $406,570 |
| PERKIN ELMER INC | $25,203 | $45,920 |
| PHYSICIANS REALTY TRUST | $42,352 | $39,107 |
| PING AN INSURANCE GROUP ADR | $53,323 | $55,591 |
| PROGRESS SOFTWARE CORP | $27,702 | $32,989 |
| PROVIDENCE SERVICE CORP | $36,601 | $74,999 |
| QUALCOMM INC | $112,889 | $116,083 |
| RECKITT BENCKISER GROUP | $46,315 | $41,332 |
| RENTOKIL INITIAL PLC SPON ADR | $48,208 | $47,633 |
| ROCHE HOLDING LTD ADR | $65,756 | $91,538 |
| ROCKWELL AUTOMATION INC | $167,834 | $203,658 |
| RPM INTERNATIONAL INC | $22,507 | $35,404 |
| S&P GLOBAL INC COM | $95,957 | $158,119 |
| SAFRAN SA - UNSPON ADR | $41,840 | $50,176 |
| SALESFORCE.COM | $72,499 | $144,645 |
| SAP AKTIENGESELL ADS | $95,811 | $113,309 |
| SBA COMMUNICATIONS CORP | $49,589 | $84,921 |
| SCHNEIDER ELEC UNSP/ADR | $60,526 | $88,008 |
| SEI INVESTMENTS | $32,799 | $38,505 |
| SGS SA UNSP ADR | $31,300 | $35,892 |
| SHIONOGI & CO LTD | $31,356 | $29,263 |
| SIGNATURE BANK | $23,270 | $25,705 |
| SILGAN HOLDINGS, INC | $59,582 | $75,384 |
| SILICON MOTION TECHNOLOGY CORP | $62,135 | $73,718 |
| SMITH A O CORP DEL COM | $23,392 | $26,588 |
| SONOVA HOLDING AG AD | $25,896 | $43,180 |
| SONY CORP ADR | $63,208 | $78,959 |
| SPECTRUM BRANDS HOLDINGS INC | $18,115 | $19,034 |
| SPLUNK INC | $70,752 | $88,683 |
| SPOTIFY TECHNOLOGY SA | $55,166 | $107,614 |
| STAG INDUSTRIAL INC | $7,583 | $10,022 |
| STARWOOD PROPERTY TRUST INC | $52,998 | $71,661 |
| STERIS PLC | $19,727 | $36,013 |
| SVB FINANCIAL GROUP | $16,140 | $32,966 |
| SYMRISE AG UNSPONSORED | $93,222 | $122,600 |
| SYSMEX CORP UNSP ASDR | $43,107 | $59,909 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $107,339 | $272,818 |
| TELEDYNE TECH INC | $3,577 | $8,232 |
| TENCENT HOLDINGS LIMITED | $59,684 | $86,843 |
| TEXAS ROADHOUSE, INC | $8,715 | $19,540 |
| THE BLACKSTONE GROUP INC CL A | $45,995 | $65,199 |
| THE HAIN CELESTIAL GROUP, INC | $51,381 | $76,646 |
| THE JM SMUCKER COMPANY | $28,936 | $30,634 |
| THERMO FISHER SCIENTIFIC INC | $50,011 | $116,445 |
| TJX COMPANIES INC | $21,310 | $48,486 |
| TOPBUILD CORP | $35,770 | $36,816 |
| TRACTOR SUPPLY CO COM | $21,595 | $31,631 |
| UMB FINANCIAL CORPORATION | $12,559 | $16,696 |
| UNICHARM CORP - SPN ADR | $58,467 | $82,493 |
| UNIFIRST CP | $22,240 | $35,987 |
| UNILEVER PLC AMER | $114,279 | $121,444 |
| UNITED RENTALS INC | $32,638 | $78,617 |
| UNITEDHEALTH GROUP INC | $117,161 | $184,458 |
| USD CYRUSONE INC | $11,587 | $11,338 |
| VERINT SYSTEMS INC | $56,805 | $72,823 |
| VERRA MOBILITY CORPORATION | $8,267 | $8,361 |
| VISA INC | $151,992 | $575,040 |
| WALT DISNEY HOLDINGS CO | $152,455 | $245,499 |
| WATERS CORP | $31,896 | $40,824 |
| WILLIAMS SONOMA INC | $18,207 | $29,024 |
| YANDEX N V | $12,802 | $30,198 |
| ZOETIS INC | $126,701 | $164,011 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNATIVE INVESTMENTS SUSTAI | $2,052,075 | $2,684,913 |
| DBL PARTNERS III, LP | $941,811 | $1,544,576 |
| DBL PTNS IV, LP | $365,292 | $361,827 |
| GENERATION IM CLIMATE SOLUTION | $501,383 | $2,561,329 |
| GENERATION IM GLOBAL EQUITY FD | $6,817,351 | $8,509,992 |
| GENERATION IM SUSTAINABLE SOLU | $577,500 | $595,214 |
| RESPONSIBLE EMERGING MKTS EQUI | $1,255,709 | $1,887,089 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $46,023 | $46,023 | |
| Bank Charges | $4,355 | $4,355 | |
| Insurance Premiums | $2,395 | $2,395 | |
| K-1 Exp DBL PARTNERS III, LP | $39,195 | $38,975 | |
| K-1 Exp DBL PTNS IV, LP | $22,918 | $22,849 | |
| K-1 Exp GENERATION IM GLOBAL E | $63,969 | $63,969 | |
| K-1 Exp NORTH SKY CLEANTECH VE | $7,029 | $7,028 | |
| Payroll Processing Fees | $660 | $660 | |
| Registered Agent Fee | $235 | $235 | |
| State or Local Filing Fees | $60 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DBL PARTNERS III, LP | $1,115 | $1,115 |
| K-1 Inc/Loss DBL PTNS IV, LP | $85 | $85 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FD, LLC | $67,932 | $67,932 |
| K-1 Inc/Loss NORTH SKY CLEANTECH VENTURES, LP | -$194 | -$99 |
| Class Action Lawsuit Proceeds | $2,401 | $2,401 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $145,922 | Amt |
| Net Investment Income | $145,922 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $17,500 | |
| 990-PF Excise Tax for 2018 | $17,923 | |
| 990-PF Extension for 2019 | $14,480 | |
| Foreign Tax Paid | $12,441 | $12,441 |
| STATE INCOME TAX 2019 | $143 |
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