COYDOG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COYDOG FOUNDATION (EIN 36-3479461)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349102539
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:36:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475611445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY OFFICE SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30218 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | 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 | 363479461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COYDOG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COYD | BusinessNameControlTxt |
| Phone | 8436281890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FOS PO BOX 30218 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HARRIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8436281890 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G MORGAN WILLIAMS | PreparerPersonNm |
| PTIN | P01442600 | PTIN |
| Phone | 8436281890 | PhoneNum |
| Preparation | 2021-11-15 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,579,875 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,493,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,493,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $309,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,082,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,376 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,899 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,865,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,825,482 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,352 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,352 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,645 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,440 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,440 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,279 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $224,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $196,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,657,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,657,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,881,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $196,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,675,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $984,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,629,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,454,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $973,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $973,584 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,945,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,333,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,900,706 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,874,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,863,555 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,869,313 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,776,359 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,861,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,836,272 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,051,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,032,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,579,875 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $444 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $459 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $459 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $38,050,737 | CapitalStockBOYAmt |
| Capital Stock EOY | $39,032,026 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,050,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,032,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,051,181 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,032,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,050,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $984,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,034,933 | SubtotalAmt |
| Other Decreases | $2,907 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,032,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TAP FUND LTD | P | 2012-04-01 | 2020-03-11 | $1,056,270 | $2,000,000 | -$943,730 | -$943,730 |
| SECURITY FIRST CAPITAL | P | 2017-02-22 | 2020-10-13 | $1,194,353 | -$1,194,353 | -$1,194,353 | |
| BNYM #4000 - MARKETABLE SECURITIES | 2020-01-01 | 2020-12-31 | $2,081,343 | $1,802,622 | $278,721 | $278,721 | |
| BNYM #4000 - MARKETABLE SECURITIES | 2019-01-01 | 2020-12-31 | $2,397,291 | $837,859 | $1,559,432 | $1,559,432 | |
| BNYM #7010 - MARKETABLE SECURITIES | 2020-01-01 | 2020-12-31 | $704,142 | $777,166 | -$73,024 | -$73,024 | |
| BNYM #7010 - MARKETABLE SECURITIES | 2019-01-01 | 2020-12-31 | $737,185 | $710,964 | $26,221 | $26,221 | |
| BNYM #8120 - MARKETABLE SECURITIES | 2020-01-01 | 2020-12-31 | $1,399,972 | $1,450,000 | -$50,028 | -$50,028 | |
| REALIZED GAIN/LOSS FROM PASSTHROUGH | P | $445,679 | $445,679 | $445,679 | |||
| AB US REAL ESTATE PARTNERS - GAIN ON DISTRIBUTION IN EXCESS OF BASIS | P | $46,862 | $46,862 | $46,862 | |||
| CAPITAL GAINS DIVIDENDS | P | $213,416 | $213,416 | $213,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $454 | EsPenaltyAmt |
| Tax Due | $3,097 | TaxDueAmt |
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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8436281890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FAMILY OFFICE SOLUTIONS PO BOX | AddressLine1Txt |
| Address Line2 | 30218 | AddressLine2Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM W HARRIS | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | CHAIRMAN, PRESIDENT & TREA | 0.00 | $0 | $0 | $0 |
| ROBERTA HARRIS | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | VICE PRESIDENT, ASST TREAS | 0.00 | $0 | $0 | $0 |
| DAVID HARRIS | |||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 30218 | CHARLESTON | SC | 29417 | VICE PRESIDENT, SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | 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 | $43,764,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,104,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,868,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,868,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $673,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,195,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,209,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,209,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,643 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,661 | IncomeTaxAmt |
| Total Tax | $25,304 | TotalTaxAmt |
| Distributable Before Adj | $2,184,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,184,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,184,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,675,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,675,287 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,675,287 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,184,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $548,927 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,675,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $548,927 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,126,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $58,106 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHILLES TRACK CLUB INC | ||||||||
| 42 W 38TH STREET SUITE 400 | NEW YORK | NY | 10018 | N/A | PC | GENERAL | $1,000 | |
| ALL STAR EMPIRE VOLLEYBALL CLUB | ||||||||
| 12103 NASHVILLE BLVD | SPRINGFIELD GARDENS | NY | 11413 | N/A | PC | GENERAL | $6,000 | |
| AMERICAN CAMPING ASSOCIATION INC (ACA) | ||||||||
| 5000 STATE ROAD 67 NORTH | MARTINSVILLE | IN | 46151 | N/A | PC | KILLOOLEET PROGRAM | $32,433 | |
| ASPEN INSTITUTE INC | ||||||||
| 1000 N THIRD STREET | ASPEN | CO | 81611 | N/A | PC | GENERAL | $3,500 | |
| ASPEN MUSIC FESTIVAL AND SCHOOL | ||||||||
| 225 MUSIC SCHOOL RD | ASPEN | CO | 81611 | N/A | PC | GENERAL | $8,500 | |
| ASPEN PUBLIC RADIO | ||||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | N/A | PC | GENERAL | $2,500 | |
| ASPEN SCIENCE CENTER | ||||||||
| PO BOX 4669 | ASPEN | CO | 81612 | N/A | PC | GENERAL | $5,000 | |
| ASPEN VALLEY HOSPITAL | ||||||||
| PO BOX 1639 | ASPEN | CO | 81612 | N/A | PC | GENERAL | $10,000 | |
| AUTHORS GUILD FOUNDATION | ||||||||
| 31 EAST 32ND STREET 7TH FLOOR | NEW YORK | NY | 10016 | N/A | SO | GENERAL | $1,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $25,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $1,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $20,000 | |
| BANK STREET SCHOOL FOR CHILDREN | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $20,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CENTER FOR TODDLER DEVELOPMENT | $5,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CENTER FOR TODDLER DEVELOPMENT | $5,000 | |
| BAZELON CENTER FOR MENTAL HEALTH LAW | ||||||||
| 1101 15TH STREET NW SUITE 1212 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $2,000 | |
| BRAZELTON TOUCHPOINTS FOUNDATION | ||||||||
| 1295 BOYLSTON STREET STE 320 | BOSTON | MA | 02215 | N/A | PC | GENERAL | $100,000 | |
| BRIDGE THE GAP COLLEGE PREP | ||||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | N/A | PC | GENERAL | $1,000 | |
| BRONX COMMUNITY CHARTER SCHOOL | ||||||||
| 3170 WEBSTER AVENUE | NEW YORK | NY | 10458 | N/A | PC | GENERAL | $1,000 | |
| CALLEN-LORDE COMMUNITY HEALTH CENTER | ||||||||
| 356 WEST 18TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL | $1,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | GENERAL | $60,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $1,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $1,000 | |
| CHANGING PERSPECTIVES | ||||||||
| 743 ROGERS HILL ROAD | BRADFORD | VT | 05033 | N/A | PC | GENERAL | $2,500 | |
| CHILDREN OF BELLEVUE | ||||||||
| 462 FIRST AVENUE ME-15 | NEW YORK | NY | 10016 | N/A | PC | GENERAL | $10,000 | |
| CHILDREN'S HOSPITAL TRUST | ||||||||
| 1 AUTUMN 731 | BOSTON | MA | 02115 | N/A | PC | GENERAL | $4,000 | |
| CLIFFORD W BEERS CLINIC | ||||||||
| 93 EDWARDS STREET | NEW HAVEN | CT | 06511 | N/A | PC | GENERAL | $3,000 | |
| COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK | ||||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | N/A | PC | GENERAL | $5,000 | |
| CORNELL UNIVERSITY FOUNDATION | ||||||||
| DAY HALL LOBBY CORNELL UNIVERSITY | ITHACA | NY | 14853 | N/A | SOUNK | GENERAL | $6,600 | |
| COUNCIL FOR THE ARTS AT MIT | ||||||||
| 77 MASS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $5,000 | |
| DALTON SCHOOL | ||||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $20,000 | |
| DANIEL M LIBBY MD FUND FOR LUNG RESEARCH AT WEILL CORNELL | ||||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | N/A | PC | GENERAL | $10,000 | |
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1333 H STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $50,000 | |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | ||||||||
| 1140 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $7,500 | |
| ETHICAL CULTURE FIELDSTON SCHOOLS | ||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | N/A | PC | GENERAL | $15,000 | |
| FOOD RESEARCH AND ACTION CENTER | ||||||||
| 1875 CONNECTICUT AVE NW SUITE 540 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL | $5,000 | |
| FREEDOM TO READ FOUNDATION | ||||||||
| 50 EAST HURON STREET | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $10,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL | $5,000 | |
| FRIENDS OF ALTA | ||||||||
| PO BOX 8126 | ALTA | UT | 84092 | N/A | PC | GENERAL | $1,000 | |
| FRIENDS OF THE COUNSELING CENTER | ||||||||
| 234 STANLEY AVENUE | MAMARONECK | NY | 10543 | N/A | SOUNK | GENERAL | $2,000 | |
| GAY MEN'S HEALTH CRISIS INC | ||||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL | $5,000 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL | $60,000 | |
| HANSOO LEE FELLOWSHIP MEMORIAL FUND | ||||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | N/A | PC | GENERAL | $1,000 | |
| HARRIS THEATRE FOR MUSIC AND DANCE | ||||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $10,000 | |
| HARRIS THEATRE FOR MUSIC AND DANCE | ||||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $5,000 | |
| INSTITUTE ON TAXATION AND ECONOMIC POLICY | ||||||||
| 1616 P STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $50,000 | |
| IPAS | ||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PC | GENERAL | $10,000 | |
| JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INC | ||||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | N/A | PC | GENERAL | $15,000 | |
| JUVENILE LAW CENTER | ||||||||
| 1315 WALNUT STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | N/A | PC | GENERAL | $5,000 | |
| KID PAN ALLEY | ||||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | N/A | PC | GENERAL | $1,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $5,000 | |
| LITTLE RED SCHOOL HOUSE | ||||||||
| 40 CHARLTON STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $1,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PC | MWILLIAMS - 11/09/21 01:18PM WORKSHEET PRIVATE FOUNDATION | $1,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 800 BOYLSTON STREET SUITE 1150 | BOSTON | MA | 02199 | N/A | GROUP | GENERAL | $20,000 | |
| MATH FOR AMERICA | ||||||||
| 915 BROADWAY 16TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL | $5,000 | |
| MEDIA PROCESS EDUCATIONAL FILMS | ||||||||
| 1327 W WASHINGTON RM STE 103 | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | GROUP | GENERAL | $5,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | GENERAL | $25,000 | |
| MILTON ACADEMY | ||||||||
| 170 CENTER STREET | MILTON | MA | 02186 | N/A | PC | GENERAL | $5,000 | |
| MOSHOLU MONTEFIORE COMMUNITY CENTER | ||||||||
| 3450 DEKALB AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL | $1,000 | |
| MOUNT SINAI ADOLESCENT HEALTH CENTER | ||||||||
| 312-320 EAST 94TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $6,000 | |
| MUSEUM OF FINE ARTS - BOSTON | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $1,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $20,000 | |
| NATIONAL COALITION AGAINST CENSORSHIP | ||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $35,000 | |
| NATIONAL COALITION AGAINST CENSORSHIP | ||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $5,000 | |
| NATIONAL DIAPER NETWORK | ||||||||
| 129 CHURCH STREET SUITE 611 | NEW HAVEN | CT | 06510 | N/A | PC | GENERAL | $5,000 | |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULTURE (NMAAHC) | ||||||||
| 1000 JEFFERSON DRIVE S W | WASHINGTON | DC | 20560 | N/A | PC | GENERAL | $1,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | PC | GENERAL | $500 | |
| NEW YORK ROAD RUNNERS FOUNDATION | ||||||||
| 9 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL | $1,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $5,000 | |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $5,000 | |
| NEWARK PUBLIC RADIO - WBGO | ||||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | N/A | PC | GENERAL | $5,000 | |
| NEWARK PUBLIC RADIO - WBGO | ||||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | N/A | PC | GENERAL | $1,000 | |
| OGLALA LAKOTA COLLEGE | ||||||||
| 3 MILE CREEK RD | KYLE | SD | 57752 | N/A | PC | GENERAL | $1,000 | |
| PAUL TAYLOR FOUNDATION | ||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL | $1,000 | |
| PEN AMERICAN CENTER | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $20,000 | |
| PEN AMERICAN CENTER | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $250,000 | |
| PLANNED PARENTHOOD LEAGUE OF GREATER NORTHERN NEW JERSEY | ||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | GENERAL | $3,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL | $50,000 | |
| PLANNED PARENTHOOD LEAGUE OF NEW YORK CITY | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD LEAGUE OF NORTHERN NEW ENGLAND | ||||||||
| 128 LAKESIDE AVENUE SUITE 301 | BURLINGTON | VT | 05401 | N/A | PC | GENERAL | $3,000 | |
| PLANNED PARENTHOOD LEAGUE OF NORTHERN NEW ENGLAND | ||||||||
| 128 LAKESIDE AVENUE SUITE 301 | BURLINGTON | VT | 05401 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD OF GULF COAST | ||||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD OF ROCKY MOUNTAINS | ||||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | N/A | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD ASSOCIATION OF UTAH | ||||||||
| 654 S 900 E | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL | $3,000 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 34 EAST 12TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL | $1,000 | |
| POWER TO DECIDE | ||||||||
| 1776 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 200361916 | N/A | PC | GENERAL | $5,000 | 200 |
| QUIT (QUAKER INITIATIVE TO END TORTURE) | ||||||||
| 7514 KENSINGTON STREET | PITTSBURGH | PA | 15221 | N/A | PC | GENERAL | $6,500 | |
| REACH OUT AND READ | ||||||||
| 56 ROLAND STREET STE 100D | BOSTON | MA | 02129 | N/A | PC | GENERAL | $25,000 | |
| REACH OUT AND READ | ||||||||
| 56 ROLAND STREET STE 100D | BOSTON | MA | 02129 | N/A | PC | GENERAL | $10,000 | |
| REACH OUT AND READ | ||||||||
| 56 ROLAND STREET STE 100D | BOSTON | MA | 02129 | N/A | PC | GENERAL | $5,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 111 FRANKLIN STREET 12TH FLOOR | OAKLAND | CA | 94607 | N/A | PC | GENERAL | $150,000 | |
| RIVERSIDE PARK FUND | ||||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NEW YORK | NY | 10115 | N/A | PC | GENERAL | $5,000 | |
| SEXUALITY INFORMATION AND EDUCATION COUNCIL OF THE US (SIECUS) | ||||||||
| 90 JOHN STREET SUITE 402 | NEW YORK | NY | 10038 | N/A | PC | GENERAL | $15,000 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $2,000 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $7,500 | |
| STREET SQUASH | ||||||||
| 40 WEST 116TH STREET | NEW YORK | NY | 10026 | N/A | PC | GENERAL | $12,000 | |
| SUSTAINABLE MARKETS FOUNDATION | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL | $5,000 | |
| THE PARENTING JOURNEY | ||||||||
| 366 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | N/A | PC | GENERAL | $2,000 | |
| THEATRE FOR A NEW AUDIENCE INC | ||||||||
| 154 CHRISTOPHER STREET 3D | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $10,000 | |
| THINK SMALL | ||||||||
| 10 YORKTON COURT ST | ST PAUL | MN | 55117 | N/A | PC | GENERAL | $10,000 | |
| TOWN SCHOOL | ||||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL | $4,000 | |
| UNIVERSITY OF NORTH CAROLINA | ||||||||
| 301 EAST CAMERON AVENUE | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL | $160,662 | |
| UNIVERSITY OF VERMONT | ||||||||
| 411 MAIN STREET | BURLINGTON | VT | 05402 | N/A | PC | GENERAL | $10,000 | |
| VANDERBILT UNIVERSITY INSTITUTE FOR PUBLIC POLICY STUDIES | ||||||||
| BOX 1817 STATION B VANDERBILT | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $1,000 | UNIVERSITY |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||
| VU STATION B 357727 | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $1,000 | |
| VILLAGE COMMUNITY SCHOOL | ||||||||
| 272 WEST 10TH STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $1,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL | $5,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL | $25,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL | $25,000 | |
| WHEATON COLLEGE | ||||||||
| 26 E MAIN STREET | NORTON | MA | 027662322 | N/A | PC | GENERAL | $15,000 | |
| WHEATON COLLEGE | ||||||||
| 26 E MAIN STREET | NORTON | MA | 027662322 | N/A | PC | GENERAL | $5,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL | $1,200 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | GENERAL | $4,000 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | GENERAL | $1,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | GROUP | GENERAL | $5,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET 6TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | GENERAL | $5,000 | |
| ZERO TO THREE | ||||||||
| 1255 23RD STREET NW STE 350 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL | $10,000 | |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $143,080 | 30218 |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $175,536 | 30218 |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $126,000 | 30218 |
| CHILDREN'S RESEARCH AND EDUCATION INSTITUTE | ||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | CHARLESTON | SC | 29417 | N/A | PF | GENERAL | $168,779 | 30218 |
| CITIZEN OPINION INC | ||||||||
| 10 G STREET NE STE 500 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL | $100,000 | |
| CORNELL UNIVERSITY FOUNDATION | ||||||||
| DAY HALL LOBBY CORNELL UNIVERSITY | ITHACA | NY | 14853 | N/A | SOUNK | DANIEL M. LIBBY, MD FUND FOR LUNG RESEARCH AT WEILL CORNELL | $10,000 | |
| HARRIS THEATRE FOR MUSIC AND DANCE | ||||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $10,000 | |
| INSTITUTE FOR PSYCHOANALYTIC TRAINING AND RESEARCH (IPTAR) | ||||||||
| 140 WEST 97TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 800 BOYLSTON STREET SUITE 1150 | BOSTON | MA | 02199 | N/A | GROUP | GENERAL | $20,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | N/A | PC | GENERAL | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,657,290 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,493,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $309,196 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,477 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,899 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $40,477 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,825,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,865,959 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING HARRIS FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 NORTH WACKER DRIVE SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061899 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | ||||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 2532 | MOUNT PLEASANT | SC | 29465 | 2020-03-02 | $143,080 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $143,080 | NO | 2021-02-19 |
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | ||||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 2532 | MOUNT PLEASANT | SC | 29465 | 2020-06-01 | $175,536 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $175,536 | NO | 2021-02-19 |
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | ||||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 2532 | MOUNT PLEASANT | SC | 29465 | 2020-09-01 | $126,000 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $126,000 | NO | 2021-02-19 |
| THE CHILDREN'S RESEARCH AND EDUCATION INSTITUTE INC | ||||||||||
| C/O FAMILY OFFICE SOLUTIONS PO BOX | 2532 | MOUNT PLEASANT | SC | 29465 | 2020-12-01 | $168,779 | TO FUND INSTITUTE'S GENERAL OPERATING EXPENSES TO ENABLE IT TO PERFORM RESEARCH ON ISSUES RELATED TO THE WELL BEING OF CHILDREN, FOCUSING ON POST TRAUMATIC STRESS DISORDER, AIDS, POOR CHILDREN AND EARLY CHILDHOOD DEVELOPMENT. | $168,779 | NO | 2021-02-19 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $5,863,555 | EOYBookValueAmt |
| EOYFMV | $5,869,313 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $14,333,694 | EOYBookValueAmt |
| EOYFMV | $22,900,706 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,861,652 | BookValueAmt |
| EOYFMV | $16,836,272 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,352 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,352 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME ADJUSTMENT | Desc |
| Amt | $2,907 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP DEDUCTIONS | $91,635 | $91,635 | $0 |
| MISCELLANEOUS DEDUCTIONS | $428 | $428 | $0 |
| OTHER INVESTMENT EXPENSES | $1,216 | $1,216 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | $63,376 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,376 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO WWH/RHH | $444 | $444 |
| DUE TO HFO | $0 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $66,307 | $66,307 | $0 |
| CUSTODY FEES | $18,120 | $18,120 | $0 |
| ILLINOIS ANNUAL REPORT | $15 | $0 | $0 |
| ADMINISTRATIVE FEES | $13,645 | $0 | $13,645 |
| REGISTRATION FEES | $315 | $315 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
| FOREIGN TAXES PAID | $9,440 | $9,440 | $0 |
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