THE CRIMSONBRIDGE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE CRIMSONBRIDGE FOUNDATION INC (EIN 47-4376653)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-28
- IRS object ID
- 202141189349100404
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-28T08:25:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225342 | 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 | 474376653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIMSONBRIDGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIM | BusinessNameControlTxt |
| Phone | 2029644430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CONNECTICUT AVE NW NO 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIELA SMITH | PersonNm |
| Person Title | FOUNDER & EXEC. CHAIR | PersonTitleTxt |
| Phone | 2029644430 | PhoneNum |
| Signature | 2021-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GABRIELA | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2021-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,263,366 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $55 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $151,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,799 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $151,799 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,963 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,045,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,817 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $151,854 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199,020 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $199,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $209,464 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $209,464 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,690 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,690 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,000 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,044 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,901 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $601,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $603,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,147,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,149,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $545,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $151,854 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $231,814 | CashBOYAmt |
| Cash EOY | $1,182,777 | CashEOYAmt |
| Cash EOYFMV | $1,182,777 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,117,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,589,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,589,247 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,019,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,491,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,491,342 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,368,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,263,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,263,366 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,839 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $207 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,367,102 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,263,159 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,367,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,263,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,368,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,263,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,367,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,588 | ExcessRevenueOverExpensesAmt |
| Other Increases | $997,645 | OtherIncreasesAmt |
| Subtotal | $12,263,159 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,263,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $984,813 | $590,236 | $394,577 | $394,577 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $15,542 | $16,156 | -$614 | -$614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,963 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$614 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,587 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,587 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,376 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,376 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,789 | OverpaymentAmt |
| Applied To ES Tax | $1,789 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CRIMSONBRIDGE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029644430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CONNECTICUT AVE NW STE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GABRIELA SMITH | ||||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | FOUNDER & EXECUTIVE CHAIR | 20.00 | $0 | $0 | $0 |
| DANIELLE REYES | ||||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | PRESIDENT & CEO | 50.00 | $199,020 | $28,548 | $0 |
| ADRIANNA SMITH | ||||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRENDON SMITH | ||||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBYN ELLIS | ||||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | PROGRAM OFFICER | 40.00 | $93,100 | $7,130 | $0 |
| CAITLIN FUREY MAYO - 1050 CONNECTIC | ||||||||
| AVE NW STE 500 | WASHINGTON | DC | 20036 | PROGRAM OFFICER | 40.00 | $74,537 | $13,446 | $5,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER STE 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT CONSULTANT | ServiceTypeTxt |
| Compensation | $54,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CRIMSONBRIDGE FOUNDATION IS AN ENTREPRENEURIAL PHILANTHROPIC ORGANIZATION THAT BUILDS BRIDGES OF COLLABORATION TO CREATE TRANSFORMATIVE SOLUTIONS TO IMPROVE THE LIVES OF OUR NATION'S YOUTH AND FAMILIES. WE INNOVATE AND STRATEGICALLY INVEST IN EDUCATION, LEADERSHIP DEVELOPMENT AND CAPACITY BUILDING PROGRAMS TO HELP AMERICA'S YOUTH AND NONPROFIT ORGANIZATIONS ACHIEVE THEIR POTENTIAL. OUR MOST COMMON ACTIVITIES INCLUDE SUPPORTING AND/OR COLLABORATING WITH NONPROFITS AND COMMUNITY PARTNERS TO DESIGN AND IMPLEMENT PROGRAMS, CONDUCT RESEARCH AND DISSEMINATE FINDINGS, PROVIDE INTENSIVE PROGRAM AND ORGANIZATION SPECIFIC TECHNICAL ASSISTANCE, AND PRESENTING AT REGIONAL AND NATIONAL WORKSHOPS AND CONFERENCES. IN ADDITION, WE ACTIVELY SERVE ON EXTERNAL GRANT AND OTHER NONPROFIT COMMITTEES AND TASKFORCES. | Description1Txt |
| Expenses1 | $176,600 | Expenses1Amt |
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 | $10,029,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $986,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,016,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,016,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,851,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $542,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,149,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,149,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,149,033 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-08-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,854 | CurrentYearAmt |
| Year1 | $224,267 | Year1Amt |
| Year2 | $100,816 | Year2Amt |
| Year3 | $71,979 | Year3Amt |
| Total | $548,916 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $129,076 | CurrentYearAmt |
| Year1 | $190,627 | Year1Amt |
| Year2 | $85,694 | Year2Amt |
| Year3 | $61,182 | Year3Amt |
| Total | $466,579 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,149,033 | CurrentYearAmt |
| Year1 | $1,054,975 | Year1Amt |
| Year2 | $911,302 | Year2Amt |
| Year3 | $709,242 | Year3Amt |
| Total | $3,824,552 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $545,835 | CurrentYearAmt |
| Year1 | $551,713 | Year1Amt |
| Year2 | $402,672 | Year2Amt |
| Year3 | $292,900 | Year3Amt |
| Total | $1,793,120 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $603,198 | CurrentYearAmt |
| Year1 | $503,262 | Year1Amt |
| Year2 | $508,630 | Year2Amt |
| Year3 | $416,342 | Year3Amt |
| Total | $2,031,432 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $361,706 | CurrentYearAmt |
| Year1 | $364,305 | Year1Amt |
| Year2 | $213,680 | Year2Amt |
| Year3 | $217,164 | Year3Amt |
| Total | $1,156,855 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF WASHINGTON CATHOLIC SCHOOLS | ||||||||
| PO BOX 29260 | WASHINGTON | DC | 200170260 | N/A | PC | HISPANIC EDUCATION IMPERATIVE - HISPANIC ENROLLMENT OUTREACH COORDINATOR | $40,000 | |
| ARCHDIOCESE OF WASHINGTON | ||||||||
| PO BOX 29260 | WASHINGTON | DC | 200170260 | N/A | PC | HISPANIC COMMUNICATIONS CAPACITY BUILDING | $25,000 | |
| BLESSED SACRAMENT SCHOOL | ||||||||
| 5841 CHEVY CHASE PARKWAY NW | WASHINGTON | DC | 20015 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $1,690 | |
| BOSTON COLLEGE ROCHE CENTER | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | HISPANIC EDUCATION IMPERATIVE - RESEARCH: NAT'L STUDY- HISPANIC TEACHERS & LEADERS IN CATHOLIC SCHOOLS | $40,000 | |
| CAPITAL PARTNERS FOR EDUCATION | ||||||||
| 1413 K ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | N/A | PC | CAPITAL PARTNERS FOR EDUCATION (C3) | $15,000 | |
| CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL | ||||||||
| 1100 HARVARD ST NW | WASHINGTON | DC | 20009 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 | |
| CATHOLIC CHARITIES OF DIOCESE OF ARLINGTON | ||||||||
| 200 N GLEBE RD | ARLINGTON | VA | 22203 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC | ||||||||
| 924 G ST NW | WASHINGTON | DC | 20001 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $10,000 | |
| CATHOLIC UNIVERSITY OF AMERICA CENTER FOR CULTURAL ENGAGEMENT | ||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | N/A | PC | TAKE FLIGHT: 1ST GEN. COLLEGE STUDENT SUPPORT | $10,000 | |
| CENTER FOR NONPROFIT ADVANCEMENT | ||||||||
| 1666 K ST NW STE 440 | WASHINGTON | DC | 20006 | N/A | PC | EXECUTIVE PREPARATION INSTITUTE | $895 | |
| CITY BLOSSOMS | ||||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | N/A | PC | TEAM PHILANTHROPY PROGRAM | $500 | |
| COLLEGETRACKS INC | ||||||||
| 5126 MANNING DR | BETHESDA | MD | 20814 | N/A | PC | COLLEGETRACKS (C3) | $20,000 | |
| COLLEGIATE DIRECTIONS | ||||||||
| 4827 RUGBY AVE STE 001 | BETHESDA | MD | 20814 | N/A | PC | COLLEGIATE DIRECTIONS, INC (C3) | $20,000 | |
| CRISTO REY NETWORK | ||||||||
| 11 E ADAMS ST | CHICAGO | IL | 60603 | N/A | PC | GRADFORCE IMPLEMENTATION PROJECT | $40,000 | |
| DREAM PROJECT | ||||||||
| PO BOX 7419 | ARLINGTON | VA | 22207 | N/A | PC | TEAM PHILANTHROPY PROGRAM | $500 | |
| ELIZABETH SETON HIGH SCHOOL | ||||||||
| 5715 EMERSON ST | BLADENSBURG | MD | 207101844 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| FADICA | ||||||||
| 4201 CONNECTICUT AVE NW STE 505 | WASHINGTON | DC | 20008 | N/A | PC | CATHOLIC SCHOOL PHILANTHROPY WORKING GROUP | $5,000 | |
| GENERATION HOPE | ||||||||
| 415 MICHIGAN AVE NE STE 430 | WASHINGTON | DC | 20017 | N/A | PC | GENERATION HOPE (C3) | $20,000 | |
| GEORGETOWN UNIVERSITY - CENTER FOR PUBLIC & NONPROFIT LEADERSHIP | ||||||||
| BOX 571444 3300 WHITEHAVEN ST NW | WASHINGTON | DC | 200571444 | N/A | PC | CRIMSONBRIDGE LEADERSHIP FUND | $20,000 | STE 5000 |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | ||||||||
| 4301 CONNECTICUT AVE NW STE M-2 | WASHINGTON | DC | 20008 | N/A | PC | LEADERSHIP EXPERIENCE FOR GIRLS | $5,000 | |
| GIRLS ON THE RUN MONTGOMERY COUNTY | ||||||||
| 11821 PARKLAWN DR STE 125 | ROCKVILLE | MD | 20852 | N/A | PC | GIRLS' LEADERSHIP DEVELOPMENT | $2,500 | |
| HOLY REDEEMER SCHOOL | ||||||||
| 4902 BERWYN RD | COLLEGE PARK | MD | 20740 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| INSTITUTE FOR WOMEN'S POLICY RESEARCH | ||||||||
| 1200 18TH ST NW STE 301 | WASHINGTON | DC | 20036 | N/A | PC | IWPR RESEARCH & ACTION HUB WOMENS LEADERSHIP ROUNDTABLE | $5,000 | |
| LATINO STUDENT FUND | ||||||||
| PO BOX 5403 | WASHINGTON | DC | 20016 | N/A | PC | HISPANIC EDUCATION IMPERATIVE FUND | $65,000 | |
| LEADERSHIP GREATER WASHINGTON | ||||||||
| 1602 L ST NW STE 950 | WASHINGTON | DC | 20036 | N/A | PC | CRIMSONBRIDGE LEADERSHIP FUND - RISING LEADERS PROGRAM | $10,000 | |
| LEADERSHIP MONTGOMERY | ||||||||
| 6010 EXECUTIVE BLVD STE 200 | ROCKVILLE | MD | 20852 | N/A | PC | CRIMSONBRIDGE LEADERSHIP FUND - RISING LEADERS PROGRAM | $10,000 | |
| LITERACY COUNCIL OF FREDERICK COUNTY | ||||||||
| 110 E PATRICK ST | FREDERICK | MD | 21701 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $10,000 | |
| LITERACY COUNCIL OF MONTGOMERY COUNTY | ||||||||
| 21 MARYLAND AVE STE 320 | ROCKVILLE | MD | 20850 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 | |
| MAMATOTO VILLAGE INC | ||||||||
| 311 47TH ST NE | WASHINGTON | DC | 20019 | N/A | PC | TEAM PHILANTHROPY PROGRAM | $500 | |
| NASPA - CENTER FOR FIRST-GENERATION STUDENT SUCCESS | ||||||||
| 111 K ST NE 10TH FLOOR | WASHINGTON | DC | 20002 | N/A | PC | CAREER PREPARATION FOR FIRST-GENERATION STUDENTS | $41,250 | |
| NEW FUTURES | ||||||||
| 641 S ST NW 3RD FLOOR | WASHINGTON | DC | 20001 | N/A | PC | NEW FUTURES (C3) | $20,000 | |
| SACRED HEART SCHOOL | ||||||||
| 1625 PARK RD NW | WASHINGTON | DC | 20010 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| SAINT MICHAEL'S SCHOOL | ||||||||
| PO BOX 259 16560 THREE NOTCH RD | RIDGE | MD | 20680 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $5,000 | |
| SHE SHOULD RUN | ||||||||
| 80 M ST SE FLOOR 1 | WASHINGTON | DC | 20003 | N/A | PC | WOMEN'S LEADERSHIP - BREAKING BARRIERS WEBINAR SERIES | $5,000 | |
| ST JOHN THE EVANGELIST CATHOLIC SCHOOL | ||||||||
| 8912 OLD BRANCH AVE | CLINTON | MD | 20735 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| ST JOSEPH'S REGIONAL CATHOLIC SCHOOL | ||||||||
| 11011 MONTGOMERY RD | BELTSVILLE | MD | 20705 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| ST RAPHAEL SCHOOL | ||||||||
| 1513 DUNSTER RD | ROCKVILLE | MD | 20854 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| THE ACADEMY OF ST MATTHIAS THE APOSTLE | ||||||||
| 9473 ANNAPOLIS RD | LANHAM | MD | 20706 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| THE ACADEMY OF THE HOLY CROSS | ||||||||
| 4920 STRATHMORE AVE | KENSINGTON | MD | 20895 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM | $2,500 | |
| THE THOMISTIC INSTITUTE AT THE DOMINICAN HOUSE OF STUDIES | ||||||||
| 487 MICHIGAN AVE NE | WASHINGTON | DC | 200171518 | N/A | PC | TEAM PHILANTHROPY PROGRAM | $500 | |
| UNIVERSITY OF NOTRE DAME - LATINO ENROLLMENT INSTITUTE | ||||||||
| 107 CAROLE SANDNER HALL | NOTRE DAME | IN | 46556 | N/A | PC | HISPANIC EDUCATION IMPERATIVE - LATINO EDUCATOR AND ADMINISTRATOR DEVELOPMENT PROGRAM | $10,000 | |
| WASHINGTON AREA WOMEN'S FOUNDATION INC | ||||||||
| 1331 H ST STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | YOUNG WOMEN'S INITIATIVE | $5,000 | |
| WASHINGTON ENGLISH CENTER | ||||||||
| 1717 K ST NW 900 | WASHINGTON | DC | 20006 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 | |
| WASHINGTON SCHOOL FOR GIRLS | ||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | COURAGEOUS WOMEN, COMPASSIONATE LEADERS INITIATIVE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,835 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF WASHINGTON CATHOLIC SCHOOLS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29260 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200170260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | HISPANIC EDUCATION IMPERATIVE - HISPANIC ENROLLMENT OUTREACH COORDINATOR | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $393,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $545,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $545,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DOUGLAS SMITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 BROOKSIDE DRIVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES - TAX PREPARERS | CategoryTxt |
| Amt | $10,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,850 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 14,575.917 SH. SECTOR SPDR TRUST AMEX FINANCIAL (XLF) | FMV | $429,698 | $429,698 |
| 1,712.377 SH. SELECT SECTOR SPDR TR SHS BEN INT MATERIALS (XLB) | FMV | $123,959 | $123,959 |
| 5,627.508 SH. SELECT SPDR TR HEALTH CARE (XLV) | FMV | $638,385 | $638,385 |
| 5,568.874 SH. SECTOR SPDR TR SHS BEN INT CONSUMER STAPLES (XLP) | FMV | $375,621 | $375,621 |
| 4,273.911 SH. SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY (XLY) | FMV | $687,159 | $687,159 |
| 5,063.616 SH. SECTOR SPDR TR SHS BEN INT INDUSTRIAL (XLI) | FMV | $448,383 | $448,383 |
| 14,094.795 SH. SECTOR SPDR TR SHS BEN INT TECHNOLOGY (XLK) | FMV | $1,832,605 | $1,832,605 |
| 1,991.983 SH. SECTOR SPDR TR SHS BEN INT UTILITIES (XLU) | FMV | $124,897 | $124,897 |
| 2,158.493 SH. SELECT SECTOR SPDR TR RL EST SEL SEC (XLRE) | FMV | $78,915 | $78,915 |
| 10,916.000 SH. VANGUARD S&P 500 ETF (VOO) | FMV | $3,751,720 | $3,751,720 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUREPAY PAYROLL PROCESSING | $2,319 | $0 | $0 | $2,319 |
| INSURANCE | $2,750 | $0 | $0 | $2,750 |
| ASSOCIATION DUES | $13,765 | $0 | $0 | $13,765 |
| OFFICE EXPENSES | $1,283 | $0 | $0 | $1,032 |
| TELEPHONE | $2,396 | $0 | $0 | $2,396 |
| BANK CHARGES AND OTHER COSTS | $39 | $0 | $0 | $39 |
| POSTAGE AND DELIVERY | $50 | $0 | $0 | $72 |
| WEBSITE | $500 | $0 | $0 | $500 |
| FILING FEES | $400 | $0 | $0 | $400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $997,645 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTENTIONAL PHILANTHROPY LLC - FOUNDATION MGMT SUPPORT SVCS | CategoryTxt |
| Amt | $54,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $54,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |