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CHRISTOPHER REYNOLDS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHRISTOPHER REYNOLDS FOUNDATION INC (EIN 13-6129401)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-24
IRS object ID
202133589349100203
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-24T12:33:18-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135559072PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGRATH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY SUITE 1212AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100384499ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136129401EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHRISTOPHER REYNOLDS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone6173913101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MCGRATH CO 150 BROADWAY NOAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREA PANARITISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2125712300PhoneNum
Signature2021-12-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREAPersonFirstNm
Person LastPANARITISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS JACANGELOPreparerPersonNm
PTINP01452105PTIN
Phone2125712300PhoneNum
Preparation2021-12-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,948,064FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$39,746InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,746InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$247,417DividendsRevAndExpnssAmt
Dividends Net Invst Incm$247,417DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$815,886NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$815,886CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$184,223OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$184,223OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,287,272TotalRevAndExpnssAmt
Total Net Invst Incm$1,287,272TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$271,106CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$67,777CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$203,329CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$60,969PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$15,242PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$45,727PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$70,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$45,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$25,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$220,385OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$170,007OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$50,378OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$28,286TaxesRevAndExpnssAmt
Taxes Net Invst Incm$18,429TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$9,857TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,032OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,664OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$38,368OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$698,778TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$326,119TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$372,659TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,119,554ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,119,554ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,818,332TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$326,119TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,492,213TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$531,060ExcessRevenueOverExpensesAmt
Net Investment Income$961,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$218,141CashBOYAmt
Cash EOY$203,300CashEOYAmt
Cash EOYFMV$203,300CashEOYFMVAmt
Sav And Temp Cash Invst BOY$315,402SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,007,107SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,007,107SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$11,165,106CorporateStockEOYAmt
Corporate Stock EOYFMV$17,334,521CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$1,197,987CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,266,707CorporateBondsEOYFMVAmt
Other Investments BOY$17,666,574OtherInvestmentsBOYAmt
Other Investments EOY$4,108,917OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,136,232OtherInvestmentsEOYFMVAmt
Other Assets BOY$13,557OtherAssetsBOYAmt
Other Assets EOY$197OtherAssetsEOYAmt
Other Assets EOYFMV$197OtherAssetsEOYFMVAmt
Total Assets BOY$18,213,674TotalAssetsBOYAmt
Total Assets EOY$17,682,614TotalAssetsEOYAmt
Total Assets EOYFMV$23,948,064TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$18,213,674NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$17,682,614NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$18,213,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,682,614TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,213,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,682,614TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,213,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$531,060ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,682,614SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,682,614TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$815,886GainOrLossAmt
Gains Minus Excess Or Losses$815,886GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$815,886CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,360InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,360SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,360TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,557EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,557TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$197OverpaymentAmt
Applied To ES Tax$197AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressCREYNOLDS.ORGWebsiteAddressTxt
Individual With BooksTHE CHRISTOPHER REYNOLDS FOUNDATIONIndividualWithBooksNm
Phone6173913101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021094884ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREA PANARITIS
2 LIBERTY SQUAREBOSTONMA021094884EXEC.DIR./SEC./ASSIST.TREA40.00$262,106$0$0
JOHN BOETTIGER
2 LIBERTY SQUAREBOSTONMA021094884CHAIR2.00$3,000$0$0
SUZANNE DERRER
2 LIBERTY SQUAREBOSTONMA021094884DIRECTOR0.50$3,000$0$0
VIRGINIA KAHN
2 LIBERTY SQUAREBOSTONMA021094884DIRECTOR0.50$3,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGRATH & CO LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY SUITE 1212AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
Service TypeACCOUNTING, BOOKKEEPING, & TAXESServiceTypeTxt
Compensation$70,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,476,861AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$872,074AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,348,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,348,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$350,234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,998,701NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,149,935MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,149,935MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,360TaxBasedOnInvestmentIncomeAmt
Total Tax$13,360TotalTaxAmt
Distributable Before Adj$1,136,575DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,136,575DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,136,575DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,492,213ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,492,213QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,492,213AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,136,575DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$443,935ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$143,673ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$206,009ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$248,996ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,042,613TotalExcessDistributionCyovAmt
Qualifying Distributions$1,492,213QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,136,575AppliedToCurrentYearAmt
Remaining Distri From Corpus$355,638RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,398,251TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$443,935ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$954,316ExcessDistriCyovToNextYrAmt
Excess From Year3$143,673ExcessFromYear3Amt
Excess From Year2$206,009ExcessFromYear2Amt
Excess From Year1$248,996ExcessFromYear1Amt
Excess From Current Year$355,638ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAROLYN RAURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021094884ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174267080RecipientPhoneNum
Form And Info And MaterialsACCESS WEBSITE FOR APPLICATION INFORMATIONFormAndInfoAndMaterialsTxt
Submission Deadlines30 DAYS PRIOR TO THE BOARD MEETINGS WHICH ARE HELD IN THE SPRING AND FALL.SubmissionDeadlinesTxt
Restrictions On AwardsACCESS WEBSITE FOR INFORMATION ON RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
A GROWING CULTURE
10 KINGS ROAD APT A206MADISONNJ07940PCGENERAL SUPPORT$1,000
ACTBLUE CHARITIES INC
1101 15TH STREET NWWASHINGTONDC20005PCGENERAL SUPPORT$5,000
AKIING COMMUNITY DEV CORP
PO BOX 63CALLAWAYMN56521PCGENERAL SUPPORT$36,000
ARTHUR MORGAN INSTITUTE FOR
PO BOX 243YELLOW SPRINGSOH45387PCGENERAL SUPPORT$15,000
ARTHUR MORGAN INSTITUTE FOR
PO BOX 243YELLOW SPRINGSOH45387PCGENERAL SUPPORT$1,000
BERKSHIRE NATURAL RESOURCE
20 BANK ROWPITTSFIELDMA01201PCGENERAL SUPPORT$1,000
BLACKBELT JUSTICE CENTER
PO BOX 2521WASHINGTONDC20013PCGENERAL SUPPORT$30,000
CENTER FOR EXCELLENCE
PO BOX 643SALSALITOCA94966PCGENERAL SUPPORT$2,000
CENTER FOR RESPONSIBLE TRAVEL
1225 EYE STREET NW STE 600WASHINGTONDC20005PCGENERAL SUPPORT$45,000
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA01610PCGENERAL SUPPORT$70,000
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA01610PCGENERAL SUPPORT$100,000
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA01610PCGENERAL SUPPORT$30,000
COMMUNITY ENVIRONMENTAL LEGAL
PO BOX 360MERCERSBURGPA17236PCGENERAL SUPPORT$3,000
DECARCERATION COLLECTIVE
1325 S WABASH AVECHICAGOIL60605PCGENERAL SUPPORT$5,000
EL RITO PUBLIC LIBRARY
PO BOX 5EL RITONM87530PCGENERAL SUPPORT$1,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTEGOMERYAL36104PCGENERAL SUPPORT$5,000
FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302SAN JOSECA95126PCGENERAL SUPPORT$1,500
FRIENDS OF THE EARTH
1101 15TH STREET NWWASHINGTONDC20005PCGENERAL SUPPORT$1,000
GOOD WORK INSTITUTE
65 ST JAMES STREETKINGSTONNY12401PCGENERAL SUPPORT$5,000
HOMEBOY INDUSTRIES
130 WEST BRUNO STREETLOS ANGELESCA90012PCGENERAL SUPPORT$1,500
HONOR THE EARTH
PO BOX 63CALLAWAYMN56521PCGENERAL SUPPORT$10,000
HOUSATONIC RIVER INITIATIVE
PO BOX 321LENOX DALEMA02142PCGENERAL SUPPORT$2,500
INDIAN CULTURAL ORGANIZATION
14840 BEAR MOUNTAIN ROADREDDINGCA96003PCGENERAL SUPPORT$1,000
INQUIRING SYSTEMS INC
PO BOX 2037SONOMACA95476PCGENERAL SUPPORT$10,000
LIVING NEW DEAL PROJECT
1421 LINCOLN STREETBERKELEYCA94720PCGENERAL SUPPORT$500
MEDICAL EDUCATION
1714 FRANKLIN ST SUITE 100-282OAKLANDCA96412PCGENERAL SUPPORT$30,000
MESA PRIETA PETROGLYPH PROJECT
PO BOX 407VELARDENM87582PCGENERAL SUPPORT$500
MOVEMENT STRATEGY CENTER
PO BOX 10202BERKELEYCA94709PCGENERAL SUPPORT$1,000
NAT'L CONF OF BLACK LAWYERS
2472 BROADWAY 204NEW YORKNY10025PCGENERAL SUPPORT$5,000
NATIONAL LAWYERS GUILD
132 NASSAU STREET SUITE 922NEW YORKNY10038PCGENERAL SUPPORT$5,000
NEW HAMPSHIRE PEACE ACTION
4 PARK STREET SUITE 304CONCORDNH33011PCGENERAL SUPPORT$1,000
NEW WORLD FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PCGENERAL SUPPORT$72,000
NEW WORLD FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PCGENERAL SUPPORT$5,300
ORGANIC GROWERS SCHOOL
PO BOX 17804ASHEVILLENC28816PCGENERAL SUPPORT$10,000
ORION SOCIETY
187 MAIN STREETGREAT BARRINGTONMA01230PCGENERAL SUPPORT$50,000
POST CARBON INSTITUTE
800 SW WASHINGTON AVE SUITE 5CORVALISOR97333PCGENERAL SUPPORT$20,000
POST CARBON INSTITUTE
800 SW WASHINGTON AVE SUITE 5CORVALISOR97333PCGENERAL SUPPORT$75,000
POST CARBON INSTITUTE
800 SW WASHINGTON AVE SUITE 5CORVALISOR97333PCGENERAL SUPPORT$20,000
PREVENTABLE SURPRISES
402 BERGEN STREETBROOKLYNNY11217PCGENERAL SUPPORT$10,000
SANTA FE RAPTOR CENTER
PO BOX 32021SANTA FENM87507PCGENERAL SUPPORT$500
SCHUMACHER CENTER
140 JUG END ROADGREAT BARRINGTONMA01230PCGENERAL SUPPORT$35,000
SCHUMACHER CENTER
140 JUG END ROADGREAT BARRINGTONMA01230PCGENERAL SUPPORT$38,500
SCHUMACHER CENTER
140 JUG END ROADGREAT BARRINGTONMA01230PCGENERAL SUPPORT$52,900
SCHUMACHER CENTER
140 JUG END ROADGREAT BARRINGTONMA01230PCGENERAL SUPPORT$7,154
SCHUMACHER CENTER
140 JUG END ROADGREAT BARRINGTONMA01230PCGENERAL SUPPORT$5,000
SCHUMACHER CENTER FOR A NEW ECCONIMCS
140 JUG END ROADGREAT BARRINGTONMA01230PCGENERAL SUPPORT$50,000
SCIENCE & MONDUALITY
1251 GOLD RIDGE ROADSEBASTOPOLCA95472PCGENERAL SUPPORT$5,000
SOCIAL SCIENCE RESEARCH
ONE PIERREPONT PLAZA 15TH FLBROOKLYNNY11201PCGENERAL SUPPORT$46,000
SOCIALGOOD
PO BOX 20693KNOXVILLETN37940PCGENERAL SUPPORT$3,000
SPIKENARD FARM
445 FLOYD HIGHWAY NORTHFLOYDVA24091PCGENERAL SUPPORT$10,000
SPIKENARD FARM
445 FLOYD HIGHWAY NORTHFLOYDVA24091PCGENERAL SUPPORT$700
THE CORNERSTONE FORUM
19201 HWY 12 221SONOMACA95476PCGENERAL SUPPORT$500
THE CORNERSTONE FORUM
19201 HWY 12 221SONOMACA95476PCGENERAL SUPPORT$500
THE FOOD DEPOT
1222 A SILER ROADSANTA FENM87507PCGENERAL SUPPORT$500
THE HORSE SHELTER
821 W SAN METEO ROAD UNIT ASANTA FENM87505PCGENERAL SUPPORT$500
THE NEW WORLD FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PCGENERAL SUPPORT$75,000
THE NUTRITION CENTER
PO BOX 1082GREAT BARRINGTONMA01230PCGENERAL SUPPORT$1,000
THE REDWOODS
40 CAMINO ALTOMILL VALLEYCA94901PCGENERAL SUPPORT$1,000
THINKING ANIMALS UNITED
311 EAST 72ND STREETNEW YORKNY10013PCGENERAL SUPPORT$3,000
TSE WEDI ELTLH
PCGENERAL SUPPORT$4,000620 CN STATION ROADSMITHERSBCCA
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02139PCGENERAL SUPPORT$40,000
UNION THEOLOGICAL SEMINARY
3041 BROADWAY BOX 47NEW YORKNY10027PCGENERAL SUPPORT$5,000
URBAN SUSTAINABILITY DIRECTORS
1624 VIOLA CIRCLEPORT WASHINGTONWI53074PCGENERAL SUPPORT$5,000
VERMONT CARIBBEAN INSTITUTE
PO BOX 8655BURLINGTONVT05402PCGENERAL SUPPORT$40,000
WESTERN ENVIRONMENTAL LAW
120 SHELTON MCMURPHEY BLVDEUGENEOR97401PCGENERAL SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,119,554TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,746ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$247,417ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$184,223ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$815,886ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUND OF PRIOR YEAR GRANTDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,287,272ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,287,272TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$70,000Amt
Net Investment Income$45,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$25,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS AND NOTESBondNm
EOY Book Value$1,197,987EOYBookValueAmt
EOYFMV$1,266,707EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$11,165,106EOYBookValueAmt
EOYFMV$17,334,521EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$3,028,456$3,055,771
LIMITED PARTNERSHIPSAT COST$1,080,461$1,080,461

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID FEDERAL EXCISE TAXDesc
BOY Book Value$13,557BOYBookValueAmt
EOY Book Value$197EOYBookValueAmt
EOYFMV$197EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE INSURANCE$429$0$429
DUES & SUBSCRIPTIONS$1,413$0$1,413
OFFICE EXPENSES$12,539$0$12,539
PAYROLL SERVICE$3,729$932$2,797
TELEPHONE, INTERNET, CABLE$1,799$0$1,799
RETIREE BENEFITS$6,000$0$6,000
FINANCE COMMITTE EXPENSES$4,835$4,835$0
NY STATE FILING FEES$450$0$450
DIRECTORS LIABILITY INSURANCE$1,250$0$1,250
MEDICAL INSURANCE$15,588$3,897$11,691

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescL.P. PARTNERSHIPDesc
Revenue And Expenses Per Books$184,223RevenueAndExpensesPerBooksAmt
Net Investment Income$184,223NetInvestmentIncomeAmt
Adjusted Net Income$184,223AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$170,007$170,007$0
ADMINISTRATIVE SERVICES$25,780$0$25,780
CONSULTANTS$24,598$0$24,598

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$15,143$15,143$0
PAYROLL TAXES$13,143$3,286$9,857

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