THE PATRICK J MCGOVERN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE PATRICK J MCGOVERN FOUNDATION INC (EIN 22-3021586)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202131319349101338
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T11:01:50-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223021586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICK J MCGOVERN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8578009536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 171536 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK MCGOVERN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8578009536 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,274,909,758 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $211,198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211,198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,281,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,023,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,540,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,704,961 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,822,066 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,401,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,019,599 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $841,547 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $866,547 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $759,987 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $715,391 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $135,978 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $136,484 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $108,480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $106,889 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,501 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $140,165 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,458,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,759,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $732,972 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1,224,932 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $796,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $571,552 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,451 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $123,068 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $126,919 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $393,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,790,677 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $404,145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,712,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,346,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,229,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,817,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,259,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,529,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,346,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,489,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,128,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,673,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,866,521 | CashBOYAmt |
| Cash EOY | $5,424,628 | CashEOYAmt |
| Cash EOYFMV | $5,424,628 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $11,885,297 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $426,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,234,323,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,253,941,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,253,941,399 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,451 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $7,255 | LandEOYAmt |
| Land EOYFMV | $7,255 | LandEOYFMVAmt |
| Other Assets BOY | $6,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,536,476 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,536,476 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,269,507,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,274,909,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,274,909,758 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $176,347 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $129,421 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,518,472 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,076,156 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,563,633 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,414,693 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,258,452 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,620,270 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,260,249,074 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,267,289,488 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,260,249,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,267,289,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,269,507,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,274,909,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,260,249,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,128,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,660,490 | OtherIncreasesAmt |
| Subtotal | $1,274,781,129 | SubtotalAmt |
| Other Decreases | $7,491,641 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,267,289,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLIC SECURITIES | P | $20,540,824 | $20,609,196 | -$68,372 | -$68,372 |
| IDG - ACCEL CHINA CAPITAL INVESTORS LP | D | $125,352 | $125,352 | ||
| IDG - ACCEL CHINA CAPITAL II INVESTORS LP | D | $16,911 | $16,911 | ||
| IDG - ACCEL CHINA INVESTORS II LP | D | $3,147,109 | $3,147,109 | ||
| IDG - TECHNOLOGY VENTURE INVESTMENTS LLC | D | $1,543 | $1,543 | ||
| ACCEL IX STRATEGIC PARTNERS LP | D | $3,797 | $3,797 | ||
| ACCEL XI STRATEGIC PARTNERS LP | D | $401 | $401 | ||
| ACCEL INVESTORS 2009 LLC | D | $282,834 | $282,834 | ||
| ACCEL INVESTORS 2010 LLC | D | $12,006 | $12,006 | ||
| EMERGENCE CAPITAL PARTNERS LP | D | $136 | $136 | ||
| LONGWOOD FUND LP | D | $20,336 | $20,336 | ||
| ACCEL GROWTH FUND II STRATEGIC PARTNERS LP | D | $43,093 | $43,093 | ||
| IDG - TECHNOLOGY VENTURE INVESTMENT IV LLC | D | -$36,673 | -$36,673 | ||
| IDG - TECHNOLOGY VENTURE INVESTMENT III, LLC | D | -$8,489 | -$8,489 | ||
| IDG - ACCEL CHINA III INVESTORS LP | D | -$44,493 | -$44,493 | ||
| GLOBAL ENDOWMENT PJM FUND, LP | P | $3,288,956 | $3,288,956 | ||
| FLYBRIDGE CAPITAL PARTNERS G.P. I, LLC | D | $3,739 | $3,739 | ||
| IDG - TECHNOLOGY VENTURE INVESTMENT V LLC | D | -$83,225 | -$83,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,704,961 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,091,230 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,182,879,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011913 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,951,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,096,796,675 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009985 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $217,306,826 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $374,829,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.579749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,197,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,360,793 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.879752 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,729,497 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,259,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.725888 | DistributionYr5Rt |
| Total Distribution | 9.207287 | TotalDistributionRt |
| Average Distribution | 1.841457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,215,775,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,238,798,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $206,733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,239,005,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,497,858 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $413,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $413,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $413,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148,889 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $750,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $898,889 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $485,422 | OverpaymentAmt |
| Applied To ES Tax | $485,422 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.MCGOVERN.ORG/ | WebsiteAddressTxt |
| Individual With Books | VILAS S DHAR | IndividualWithBooksNm |
| Phone | 8578009536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 171536 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK J MCGOVERN III | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | CHAIR | 20.00 | $84,305 | $0 | $0 |
| SUZANNE DIBIANCA | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | VICE CHAIR | 20.00 | $84,305 | $0 | $0 |
| ELIZABETH S MCGOVERN | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | TREASURER/CLERK | 20.00 | $84,305 | $0 | $0 |
| STEVEN VERBINSKI | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | TRUSTEE/AUDIT COMMITTEE CHAIR | 20.00 | $84,305 | $0 | $0 |
| VILAS DHAR | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | TRUSTEE/INVESTMENT COMMITTEE CHAIR | 20.00 | $50,000 | $0 | $0 |
| MELINDA CANTOR | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | EXECUTIVE DIRECTOR | 37.50 | $454,327 | $1,260 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN KELLEY GILL | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | DIRECTOR OF FINANCE | 37.50 | $282,260 | $28,667 | $0 |
| DEBORAH O'NEIL | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | COMMUNICATIONS DIREC | 37.50 | $120,834 | $6,262 | $0 |
| NICHOLAS WENHAM | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | GRANTS MANAGER | 37.50 | $111,250 | $6,205 | $0 |
| ALEXANDRIA JONES | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | EXECUTIVE ASSISTANT | 37.50 | $62,500 | $6,023 | $0 |
| LAUREN WOODY | ||||||||
| PO BOX 171536 | BOSTON | MA | 02117 | CULTURE AND VALUES M | 37.50 | $61,979 | $6,003 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBAL ENDOWNMENT MANAGEMENT LP | |||||
| 550 S TRYON ST SUITE 3500 | CHARLOTTE | NC | 28202 | OUTSOURCED CIO & ADVISOR | $2,657,129 |
| AYA GLOBAL | |||||
| 6 OLDHAM ROAD | NEWTON | MA | 02465 | GLOBAL HEALTH GRANTMAKING | $145,000 |
| E CATLIN DONNELLY & ASSOCIATES | |||||
| 360 PAYSON ROAD | BELMONT | MA | 02478 | RECRUITMENT | $138,061 |
| K&L GATES LLP | |||||
| 210 SIXTH AVENUE | PITTSBURGH | PA | 15222 | LEGAL SERVICES | $107,868 |
| DEBORAH FUNG | |||||
| 120 ST JAMES AVE | BOSTON | MA | 02116 | GRANT-MAKING & OPERATIONS | $90,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,219,357,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,916,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,774 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,234,290,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,234,290,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,514,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,215,775,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,788,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,788,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $413,467 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $330,620 | IncomeTaxAmt |
| Total Tax | $744,087 | TotalTaxAmt |
| Distributable Before Adj | $60,044,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,044,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,044,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,489,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,706 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $28,497,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,497,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,044,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $121,756,826 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $121,756,826 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,497,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,497,858 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,546,843 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,546,843 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,209,983 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,209,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $90,209,983 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN CENTER FOR ECONOMIC TRANSFORMATION | ||||||||||||
| 1776 K STREET | WASHINGTON | DC | 20006 | N/A | PC | TO PROVIDE CONFERENCE SPONSORSHIP SUPPORT FOR THE AFRICAN TRANSFORMATION FORUM 2020. | $100,000 | |||||
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $75,000 | |||||
| ALBERT SCHWEITZER FELLOWSHIP OF THE SAN FRANCISCO BAY AREA | ||||||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | N/A | PC | TO PROVIDE SUPPORT FOR THREE FELLOWS ENGAGED IN HEALTH PROJECTS WITH A TECHNOLOGY INNOVATION. | $45,000 | 590H UNIVERSITY HALL | ||||
| ALL HANDS AND HEARTS - SMART RESPONSE INC | ||||||||||||
| SIX COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | N/A | PC | TO PROVIDE SUPPORT FOR THE DIGITAL ENABLEMENT OF SCHOOL RECONSTRUCTION. | $250,000 | |||||
| AMERICAN NATIONAL RED CROSS - LOS ANGELES REGION | ||||||||||||
| 1450 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90021 | N/A | PC | TO PROVIDE EMERGENCY SUPPORT FOR BORDER-RELATED RELIEF EFFORTS. | $125,000 | |||||
| BENEFICENT TECHNOLOGY INC | ||||||||||||
| 480 CALIFORNIA AVENUE SUITE 201 | PALO ALTO | CA | 94306 | N/A | PC | TO PROVIDE SUPPORT FOR A DIGITAL PLATFORM FOR 1,000 LANDSCAPES. | $200,000 | |||||
| BOSTON MEDICAL CENTER CORPORATION | ||||||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID-19 EMERGENCY MEDICAL RESPONSE. | $250,000 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| ONE SILBER WAY EIGHTH FLOOR | BOSTON | MA | 02215 | N/A | PC | TO PROVIDE SUPPORT FOR TECHTOGETHER BOSTON 2020. | $10,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | TO PROVIDE SUPPORT FOR THE DEVELOPMENT AND DISSEMINATION OF EVIDENCE-BASED GUIDANCE FOR THE GLOBAL COVID-19 RESPONSE. | $1,000,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | TO PROVIDE SUPPORT FOR THE BETTER EVIDENCE PROJECT. | $1,000,000 | |||||
| BURUNDI FRIENDS INTERNATIONAL | ||||||||||||
| PO BOX 927356 | SAN DIEGO | CA | 92192 | N/A | PC | TO PROVIDE SUPPORT FOR THE CREATION OF IT CENTERS FOR STEM EDUCATION IN BURUNDI. | $125,000 | |||||
| CAMBRIDGE IN AMERICA | ||||||||||||
| 1120 AVENUE OF THE AMERICAS 17TH | NEW YORK | NY | 10036 | N/A | PC | TO PROVIDE SUPPORT FOR ESTABLISHING A CENTER OF EXCELLENCE FOR DATA TRUST PROJECTS. | $795,000 | FLOOR | ||||
| CAMELBACK VENTURES INC | ||||||||||||
| 612 ANDREW HIGGINS DRIVE FLOOR 3 | NEW ORLEANS | LA | 70130 | N/A | PC | TO PROVIDE SUPPORT FOR THE BUILD IT BACK BETTER INITIATIVE. | $150,000 | |||||
| CENTER FOR HUMANE TECHNOLOGY | ||||||||||||
| 995 MARKET STREET SUITE 211 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE SUPPORT FOR THE SOCIAL DILEMMA: A DOCUMENTARY FILM. | $200,000 | |||||
| CHAPMAN UNIVERSITY | ||||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | N/A | PC | TO PROVIDE SUPPORT FOR THE WORK OF THE COGNITIVE DIVERSITY PRESIDENTIAL FELLOW AND COGNITIVE DIVERSITY GRADUATE STUDENTS. | $75,000 | |||||
| CHRONICLE SEASON OF SHARING FUND | ||||||||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | N/A | PC | TO PROVIDE EMERGENCY SUPPORT FOR COVID-19 RELIEF. | $100,000 | |||||
| CODE FOR AMERICA LABS INC | ||||||||||||
| 972 MISSION STREET FIFTH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE SUPPORT FOR THE EXPANSION OF THE EARNED INCOME TAX CREDIT (EITC), GETCALFRESH, AND PANDEMIC-EBT PROGRAMS. | $100,000 | |||||
| COMMONWEALTH KITCHEN INC | ||||||||||||
| 196 QUINCY STREET | DORCHESTER | MA | 02121 | N/A | PC | TO PROVIDE SUPPORT FOR THE COMMONTABLE INITIATIVE. | $100,000 | |||||
| COMMUNITY CARE COOPERATIVE INC | ||||||||||||
| 75 FEDERAL STREET 7TH FLOOR | BOSTON | MA | 02110 | N/A | PC | TO PROVIDE CAPACITY BUILDING SUPPORT FOR THE EXPANSION OF TELEHEALTH SERVICES IN COMMUNITY HEALTH CENTERS. | $500,000 | |||||
| COMMUNITY SERVINGS INC | ||||||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | TO PROVIDE SUPPORT FOR COVID-19 RAPID RESPONSE. | $100,000 | |||||
| COMPUTER HISTORY MUSEUM | ||||||||||||
| 1401 NORTH SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | TO PROVIDE SUPPORT FOR THE CREATION OF THE PATRICK J. MCGOVERN PRIZE. | $250,000 | |||||
| DATA & SOCIETY RESEARCH INSTITUTE | ||||||||||||
| 228 PARK AVENUE SOUTH PMB 83075 | NEW YORK | NY | 10003 | N/A | PC | TO PROVIDE SUPPORT FOR THE DISINFORMATION LAB PROJECT, COUNTERING DISINFORMATION AROUND THE 2020 CENSUS. | $100,000 | |||||
| DATA FOR BLACK LIVES INC | ||||||||||||
| 193 BROOKLINE STREET APARTMENT 1R | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $100,000 | |||||
| DIGITAL DEMOCRACY USA FOUNDATION | ||||||||||||
| 4953 DESMOND STREET APARTMENT 3 | OAKLAND | CA | 94618 | N/A | PC | TO PROVIDE SUPPORT FOR THE EARTH DEFENDERS TOOLKIT PROJECT. | $365,000 | |||||
| DIMAGI INC | ||||||||||||
| 585 MASSACHUSETTS AVENUE SUITE 3 | CAMBRIDGE | MA | 02139 | N/A | NC | TO PROVIDE SUPPORT FOR VISUALIZATION AND ANALYTICS TOOLS FOR COVID-19 COMMUNITY-BASED RESPONSE. | $300,000 | |||||
| ELECTRONIC PRIVACY INFORMATION CENTER | ||||||||||||
| 1519 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR WORK ON AI POLICY AND HUMAN RIGHTS. | $250,000 | |||||
| ENVIRONMENTAL LAW INSTITUTE | ||||||||||||
| 1730 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR THE CENTER FOR ENERGY, ENVIRONMENT, AND THE DIGITAL ECONOMY. | $350,000 | |||||
| EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO | ||||||||||||
| 165 EIGHTH STREET 3RD FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE SUPPORT FOR COVID-19 RELIEF. | $200,000 | |||||
| FAMILY INDEPENDENCE INITIATIVE | ||||||||||||
| PO BOX 71363 | OAKLAND | CA | 94612 | N/A | PC | TO PROVIDE SUPPORT FOR GIVE TOGETHER NOW. | $250,000 | |||||
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $3,468,610 | |||||
| FOCUSING PHILANTHROPY INC | ||||||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID 411 CAMPAIGN. | $60,000 | |||||
| FUND FOR PEACE INC | ||||||||||||
| 1101 14TH STREET NW SUITE 1020 | WASHINGTON | DC | 20005 | N/A | PC | TO PROVIDE SUPPORT FOR THE RESILIENCE INDEX FOR DEFINING EFFECTIVE RESPONSE (RIDER). | $200,000 | |||||
| G3ICT | ||||||||||||
| 6300 POWERS FERRY ROAD SUITE | ATLANTA | GA | 30339 | N/A | PC | TO PROVIDE SUPPORT FOR BRAIN COMPUTER AND ARTIFICIAL INTELLIGENCE ENABLING TECHNOLOGIES FOR PERSONS WITH DISABILITIES. | $175,000 | 600-300 | ||||
| GIRLS INC | ||||||||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO PROVIDE SUPPORT FOR THE PREPARATION OF GIRLS FOR HIGHER EDUCATION IN STEM FIELDS. | $150,000 | |||||
| GLOBAL DIGITAL HEALTH NETWORK | ||||||||||||
| 1825 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT, INCLUDING THE GLOBAL DIGITAL HEALTH FORUM. | $150,000 | |||||
| GRANTMAKERS FOR EFFECITVE ORGANIZATIONS | ||||||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $6,100 | |||||
| GREENROOTS INC | ||||||||||||
| 227 MARGINAL STREET SUITE 1 | CHELSEA | MA | 02150 | N/A | PC | TO PROVIDE SUPPORT FOR THE CHELSEA COVID RESPONSE. | $75,000 | |||||
| GROUNDWORK LAWRENCE INC | ||||||||||||
| 50 ISLAND STREET SUITE 101 ENTRANCE | LAWRENCE | MA | 01840 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID FOOD SECURITY WORKING GROUP. | $145,000 | B | ||||
| HEALTHY GULF | ||||||||||||
| PO BOX 2245 | NEW ORLEANS | LA | 70176 | N/A | PC | TO PROVIDE SUPPORT FOR THE CITIZEN SCIENTIST PROGRAM. | $200,000 | |||||
| HOMEBOY INDUSTRIES | ||||||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | TO PROVIDE CAPITAL SUPPORT FOR TECHNOLOGY UPGRADES IN ORDER TO BRIDGE THE DIGITAL DIVIDE. | $100,000 | |||||
| HOMESTART INC | ||||||||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | N/A | PC | TO PROVIDE SUPPORT FOR SCALING EVICTION PREVENTION EFFORTS IN MASSACHUSETTS. | $500,000 | |||||
| HOPI TUTSKWA PERMACULTURE INSTITUTE INC | ||||||||||||
| PO BOX 967 | KYKOTSMOVI | AZ | 86039 | N/A | PC | TO PROVIDE SUPPORT FOR THE HOPI COVID RESPONSE. | $100,000 | |||||
| ICOG LABS SOFTWARE CONSULTANCY | ||||||||||||
| N/A | NC | TO PROVIDE SUPPORT FOR THE ANYONE CAN CODE PROJECT. | $65,000 | POBOX 22107 CODE 1000 | ADDIS ABABA | ET | 22107 | |||||
| IDENTITY2020 SYSTEMS INC | ||||||||||||
| 156 2ND STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO PROVIDE SUPPORT FOR PILOTING DIGITAL IDS IN BANGLADESH WITH GAVI. | $1,500,000 | |||||
| KNOWLEDGE FUTURES | ||||||||||||
| 245 MAIN STREET FLOOR 12 | CAMBRIDGE | MA | 02142 | N/A | PC | TO PROVIDE SUPPORT FOR RAPID REVIEWS COVID-19. | $350,000 | |||||
| MARSHALL PROJECT INC | ||||||||||||
| 156 WEST 56TH ST SUITE 701 | NEW YORK | NY | 10019 | N/A | PC | TO PROVIDE SUPPORT FOR RACE, COVID, AND CRIMINAL JUSTICE. | $200,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE EXPENDABLE SUPPORT FOR THE MCGOVERN INSTITUTE FOR BRAIN RESEARCH. | $2,000,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE DISCRETIONARY SUPPORT FOR THE MCGOVERN INSTITUTE FOR BRAIN RESEARCH FUND AND TO PROVIDE RESEARCH FUNDING FOR THE STUDY OF THE SCIENCE OF PUNISHMENT.. | $350,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | N/A | PC | FOR THE MCGOVERN INSTITUTE FOR BRAIN RESEARCH FUND TO PROVIDE SUPPORT FOR RESEARCH INTO POINT OF CARE RAPID COVID-19 TESTING BASED ON CRISPR TECHNOLOGY. | $300,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | N/A | PC | FOR THE AI CURES FUND AT J-CLINIC TO PROVIDE SUPPORT FOR DR. REGINA BARZILAYS WORK IN MACHINE LEARNING FOR ANTIVIRAL SCREENING. | $210,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE SUPPORT FOR THE MIT SOLVE 2020 AI FOR HUMANITY PRIZE AND OPERATIONAL/AI SUPPORT. | $500,000 | |||||
| MEALS ON WHEELS SAN FRANCISCO | ||||||||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID-19-RELATED EXPANSION OF THE MEAL SERVICE PROGRAM. | $100,000 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR FUNDING AND INNOVATION IN PUBLIC INTEREST TECHNOLOGIES. | $500,000 | 300 | ||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE TRANSITION FUNDING FOR THE STEP UP COALITION. | $53,000 | 300 | ||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | TO PROVIDE SUPPORT FOR COVID-19 MAPPING AT THE LABORATORY FOR THE MODELING OF BIOLOGICAL AND NETWORK SCIENCE (MOBS LAB). | $250,000 | |||||
| OXFAM AMERICA INC | ||||||||||||
| 226 CAUSEWAY STREET FIFTH FLOOR | BOSTON | MA | 02114 | N/A | PC | TO PROVIDE SUPPORT FOR THE DIGITAL RIGHTS PROGRAM. | $125,000 | |||||
| PATH | ||||||||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | N/A | PC | TO PROVIDE SUPPORT FOR THE AEHIN SECRETARIAT TO LEAD ICT WORKSHOPS AND SERVE AS A LEARNING RESOURCE FOR THE SOUTH ASIAN DIGITAL HEALTH COMMUNITY AND OTHER REGIONAL PEER-LEARNING NETWORKS ($75,000) AND PROVIDE SUPPORT FOR THE ANNUAL CONFERENCE ($15,000). | $90,000 | |||||
| PATH | ||||||||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | N/A | PC | TO PROVIDE SUPPORT FOR DIGITAL HEALTH 101 CURRICULUM DEVELOPMENT AND EXECUTION IN THREE AFRICAN COUNTRIES. | $250,000 | |||||
| PEAK GRANTMAKING INC | ||||||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $1,330 | |||||
| PECAN STREET INC | ||||||||||||
| 3924 BERKMAN DRIVE | AUSTIN | TX | 78723 | N/A | PC | TO PROVIDE SUPPORT FOR THE DIGITAL DIRT CONSORTIUM RESEARCH PROJECT. | $350,000 | |||||
| PEPUP TECH | ||||||||||||
| 146 SE BELLA STRANO | PORT SAINT LUCIE | FL | 34984 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $150,000 | |||||
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | N/A | PC | TO PROVIDE SUPPORT FOR FOOD ACCESS FOR VULNERABLE POPULATIONS. | $100,000 | |||||
| PINE STREET INN | ||||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | TO PROVIDE SUPPORT FOR COVID-19 SOCIAL DISTANCING. | $250,000 | |||||
| PLANT-FOR-THE-PLANET US | ||||||||||||
| 12631 IMPERIAL HIGHWAY F-106 | SANTA FE SPRINGS | CA | 90670 | N/A | PC | TO PROVIDE SUPPORT FOR THE PLANT-FOR-THE-PLANET APP. | $200,000 | |||||
| PLANTING JUSTICE | ||||||||||||
| 319 105TH AVENUE | OAKLAND | CA | 94601 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID FOOD RESPONSE PROGRAM. | $75,000 | |||||
| PRAEKELT FOUNDATION | ||||||||||||
| N/A | PC | TO PROVIDE SUPPORT FOR HEALTHALERT FOR A GLOBAL COVID-19 RESPONSE. | $225,000 | 44 STANLEY AVENUE MILPARK | JOHANNESBURG | SF | 2092 | |||||
| RAINFOREST FOUNDATION INC | ||||||||||||
| 1000 DEAN STREET SUITE 430 | BROOKLYN | NY | 11238 | N/A | PC | TO PROVIDE EMERGENCY FUNDS FOR EVACUATION, SAFEHOUSE, AND LEGAL SUPPORT FOR INDIGENOUS FAMILIES IN SAWETO, PERU. | $25,000 | |||||
| RAINFOREST FOUNDATION INC | ||||||||||||
| 1000 DEAN STREET SUITE 430 | BROOKLYN | NY | 11238 | N/A | PC | TO PROVIDE SUPPORT FOR ACTIVATING THE BLOCKCHAIN TO REFOREST THE PERUVIAN AMAZON. | $300,000 | |||||
| REFUGEES UNITED FOUNDATION USA | ||||||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94197 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT TO INCREASE THE SCALE OF THE LEVELAPP PROJECT. | $150,000 | |||||
| REFUGEES UNITED FOUNDATION USA | ||||||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94197 | N/A | PC | TO PROVIDE SUPPORT TO INCREASE RESPONSIVENESS AND REACH FOR LEVELAPP AND THE COMMUNITY LEADERSHIP NETWORK. | $200,000 | |||||
| REFUGEPOINT | ||||||||||||
| 689 MASSACHUSETTS AVENUE SECOND | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE SUPPORT FOR WORK ON CREATING TECHNOLOGY SOLUTIONS THAT SUPPORT AND UPLIFT THE LIVES OF THE WORLD'S MOST VULNERABLE. | $200,000 | FLOOR | ||||
| REFUGEPOINT | ||||||||||||
| 689 MASSACHUSETTS AVENUE SECOND | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE SUPPORT FOR A RESETTLEMENT DATABASE AND SELF RELIANCE PROGRAMS. | $175,000 | FLOOR | ||||
| RESOLVE INC | ||||||||||||
| 1255 23RD STREET NW SUITE 275 | WASHINGTON | DC | 20037 | N/A | PC | TO PROVIDE SUPPORT FOR SCALING MANUFACTURING CAPACITY TO ADDRESS COVID-19 SUPPLY NEEDS. | $250,000 | |||||
| RURAL UTAH PROJECT EDUCATION FUND | ||||||||||||
| 323 SOUTH 600 EAST SUITE 130 | SALT LAKE CITY | UT | 84102 | N/A | PC | TO PROVIDE SUPPORT FOR THE NAVAJO & HOPI FAMILIES COVID RELIEF FUND. | $100,000 | |||||
| SAFESPACE CENTERS INC | ||||||||||||
| 1155 SAXON WAY | MENLO PARK | CA | 94025 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT IN HONOR OF EDWARD JACKSON. | $50,000 | |||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 NORTH STREET NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR CONVENING A ROUNDTABLE ON AI AND DISTRIBUTING A PUBLISHED REPORT OF FINDINGS. | $200,000 | |||||
| THE FOOD PROJECT | ||||||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | N/A | PC | TO PROVIDE SUPPORT FOR THE LYNN FOOD SECURITY TASK FORCE. | $140,000 | |||||
| THE GIVING BACK FUND INC | ||||||||||||
| 5757 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | N/A | PC | TO PROVIDE SUPPORT FOR COVID TECH CONNECT. | $50,000 | 410 | ||||
| THE TECH INTERACTIVE | ||||||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | N/A | PC | TO PROVIDE SUPPORT FOR THE TECH LAUREATE PROGRAM. | $450,000 | |||||
| THE UMASS MEMORIAL FOUNDATION INC | ||||||||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | N/A | PC | TO PROVIDE SUPPORT FOR TELEMEDICINE FOR PEDIATRIC ICU AND OTHER EMERGENCY SERVICES WITHIN UMASS MEMORIAL HEALTH CARE, INC. | $120,600 | |||||
| TIDES FOUNDATION | ||||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $100,000 | |||||
| TIDES FOUNDATION | ||||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | TO PROVIDE SUPPORT FOR THE WOMEN'S ENVIRONMENTAL LEADERSHIP FUND. | $200,000 | |||||
| TIPPING POINT COMMUNITY | ||||||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID-19 RESPONSE FUND. | $250,000 | |||||
| UNITED NATIONS FOUNDATION | ||||||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | TO PROVIDE SUPPORT FOR TRAINING DOMESTIC AND INTERNATIONAL JOURNALISTS THROUGH THE GLOBAL BUREAU PROGRAM. | $200,000 | 300 | ||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||||
| 675 NELSON RISING LANE | SAN FRANCISCO | CA | 94158 | N/A | PC | TO PROVIDE SUPPORT FOR THE CHILDHOOD COGNITIVE DEVELOPMENT PROGRAM. | $275,000 | |||||
| URBAN TILTH | ||||||||||||
| 323 BROOKSIDE DRIVE | RICHMOND | CA | 94801 | N/A | PC | TO PROVIDE SUPPORT FOR THE COVID RESPONSE PROGRAM. | $75,000 | |||||
| VILLAGEREACH | ||||||||||||
| 2900 EASTLAKE AVENUE E SUITE 230 | SEATTLE | WA | 98102 | N/A | PC | TO PROVIDE SUPPORT FOR DRONES FOR HEALTH. | $300,000 | |||||
| WILTON PARK EXECUTIVE AGENCY | ||||||||||||
| N/A | GOV | TO PROVIDE SUPPORT FOR THE DIGITAL HEALTH LEADERSHIP CAPACITY BUILDING WORKSHOP. | $10,000 | WISTON HOUSE STEYNING | WEST SUSSEX | UK | BN44 3DZ | |||||
| WORLD RESOURCES INSTITUTE | ||||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | TO PROVIDE SUPPORT FOR REAL-TIME MONITORING, VISUALIZING, AND REPORTING OF CLIMATE DATA. | $200,000 | |||||
| WORLD RESOURCES INSTITUTE | ||||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | TO PROVIDE SUPPORT FOR THE DATA LAB AND RESOURCE WATCH: ACTIONABLE DATA FOR A SUSTAINABLE FUTURE PROJECT. | $250,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,259,640 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRE DE RECHERCHE DU CENTRE HOSPITALIER DE L'UNIVERSIT DE MONTRAL | ||||||||||||
| 900 ST-DENIS R05-406 | MONTREAL | CA | H2X 0A9 | N/A | NC | TO PROVIDE SUPPORT FOR EARLY DIAGNOSIS OF COVID-19 BY UTILIZING ARTIFICIAL INTELLIGENCE AND ACOUSTIC MONITORING. | $300,000 | |||||
| HOMEBOY INDUSTRIES | ||||||||||||
| N/A | PC | TO PROVIDE CAPITAL SUPPORT FOR TECHNOLOGY UPGRADES IN ORDER TO BRIDGE THE DIGITAL DIVIDE. | $200,000 | 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | |||||
| ICOG LABS SOFTWARE CONSULTANCY | ||||||||||||
| POBOX 22107 CODE 1000 | ADDIS ABABA | ET | 22107 | N/A | NC | TO PROVIDE SUPPORT FOR THE ANYONE CAN CODE PROJECT. | $135,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| N/A | PC | FOR THE MIBR TO PROVIDE DISCRETIONARY FUNDING FOR REBECCA SAXE, PHD AND TO PROVIDE RESEARCH FUNDING FOR HER LAB TO STUDY THE SCIENCE OF PUNISHMENT. | $500,000 | 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| N/A | PC | TO SUPPORT THE MCGOVERN INSTITUTE FOR BRAIN RESEARCH AT MIT. | $4,000,000 | 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | |||||
| OPEN DATA INSTITUTE | ||||||||||||
| 65 CLIFTON STREET THIRD FLOOR | LONDON | UK | EC2A 4JE | N/A | NC | TO PROVIDE SUPPORT FOR INSTITUTIONS FOR TRUSTWORTHY DATA ACCESS. | $250,000 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| N/A | PC | TO PROVIDE SUPPORT FOR THE COLLECTIVE & AUGMENTED INTELLIGENCE AGAINST COVID-19 (CAIAC). | $350,000 | FRANCES C ARRILLAGA ALUMNI CENTER | STANFORD | CA | 94305 | 326 GALVEZ STREET | ||||
| THE ATLANTIC MONTHLY GROUP LLC | ||||||||||||
| N/A | NC | TO PROVIDE SUPPORT FOR THE COVID TRACKER AND THE COVID RACIAL DATA TRACKER. | $150,000 | 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | |||||
| VILLAGEREACH | ||||||||||||
| N/A | PC | TO PROVIDE SUPPORT FOR DRONES FOR HEALTH. | $300,000 | 2900 EASTLAKE AVENUE E SUITE 230 | SEATTLE | WA | 98102 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,185,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,289 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $341,893 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,681,858 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THROUGH K-1S NOT ON BOOKS | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,498,205 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,498,205 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,840,098 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,561,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,401,238 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $53,501 | $0 | $61,073 |
| AUDIT AND TAX PREPARATION SERVICES | $40,000 | $0 | $79,092 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICOG LABS SOFTWARE CONSULTANCY | ||||||||||||||
| POBOX 22107 CODE 1000 | ADDIS ABABA | ET | 22107 | 2020-02-10 | $65,000 | TO PROVIDE SUPPORT FOR THE ANYONE CAN CODE PROJECT. | $65,000 | N/A | 8/17/2020, 10/27/2020, 9/30/2020, 12/3,2020, 1/4/2021, 2/16/2021, 2/28/2021 | N/A | ||||
| DIMAGI INC | ||||||||||||||
| 2020-04-06 | $300,000 | TO PROVIDE SUPPORT FOR VISUALIZATION AND ANALYTICS TOOLS FOR COVID-19 COMMUNITY-BASED RESPONSE. | $300,000 | N/A | 5/10/2020, 7/31/2020, 10/19/2020 | N/A | 585 MASSACHUSETTS AVENUE SUITE 3 | CAMBRIDGE | MA | 02139 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | 990-PF, PAGE 5, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOLLOWING CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING:GLOBAL ENDOWMENT PJM FUND, LP ("GEM")224 W TREMONT AVENUECHARLOTTE, NC 28203EIN# 83-3174024TRANSACTION: $107,986,774 CONTRIBUTED CAPITAL TRANSFERRED TO GEMTRANSACTION: $31,000,000 REDEMPTION PROCEEDS TRANSFERRED TO GEM | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL ENDOWMENT PJM FUND, LP | FMV | $1,231,665,371 | $1,231,665,371 |
| JP MORGAN PEG SECONDARY EQUITY | FMV | $140,910 | $140,910 |
| GLOBAL LONG SHORT PARTNERS/LIBERTY HARBOR I ACCESS LP | FMV | $11,147 | $11,147 |
| IDG TECHNOLOGY VENTURE INVESTMENTS, LLC | FMV | $1,379,013 | $1,379,013 |
| IDG TECHNOLOGY VENTURE INVESTMENT III, LLC | FMV | $633,325 | $633,325 |
| IDG TECHNOLOGY VENTURE INVESTMENT IV, LLC | FMV | $9,764,019 | $9,764,019 |
| IDG TECHNOLOGY VENTURE INVESTMENT V, LLC | FMV | $2,016,267 | $2,016,267 |
| IDG CHINA MEDIA FUND ASSOCIATES L.P. | FMV | $6,596 | $6,596 |
| NORTHERN ULTRA-SHORT FIXED INCOME FUND (NUSFX) 805,101.60 SHARES | FMV | $8,324,751 | $8,324,751 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $108,480 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $106,889 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $6,250 | $36,476 | $36,476 |
| REDEMPTION RECEIVABLE | $15,500,000 | $15,500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESCROW ADJUSTMENT | Desc |
| Amt | $7,491,641 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $17,650 | $0 | $40,120 |
| OFFICE EXPENSES AND SUPPLIES | $376,311 | $0 | $364,025 |
| PARTNERSHIP EXPENSES | $0 | $6,790,677 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,822,066 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $29,520,206 |
| DEFERRED EXCISE TAX BENEFIT | $140,284 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $105,752 | $97,096 |
| DEFERRED FEDERAL EXCISE TAX | $1,457,881 | $1,317,597 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $2,657,194 | $2,659,102 | $0 |
| INVESTMENT CONSULTING | $100,000 | $100,000 | $0 |
| RECRUITMENT | $138,965 | $0 | $182,690 |
| OTHER CONSULTING | $53,297 | $0 | $53,247 |
| CONSULTANTS - GRANTS | $246,062 | $0 | $232,396 |
| IT SUPPORT | $13,943 | $0 | $10,103 |
| OUTSIDE CONTRACT SERVICES | $204,701 | $0 | $210,666 |
| PROGRAM RELATED CONSULTING | $43,870 | $0 | $43,870 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $796,344 | $0 | $0 |
| FOREIGN TAXES | $0 | $571,552 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL ENDOWMENT PJM FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 W TREMONT AVENUE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833174024 | EIN |
| Desc | REDEMPTION PROCEEDS | Desc |
| Amt | $107,986,774 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,000,000 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL ENDOWMENT PJM FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 W TREMONT AVENUE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833174024 | EIN |
| Desc | CONTRIBUTED CAPITAL | Desc |
| Amt | $107,986,774 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,986,774 | TotalAmt |