EXCELERATE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EXCELERATE FOUNDATION INC (EIN 52-1772345)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-22
- IRS object ID
- 202010229349100701
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-22T10:38:14-08:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942771548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholson & Olson CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 729 Sunrise Avenue Suite 303 | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521772345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELERATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 9165868444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 GOLD MEADOW WAY | AddressLine1Txt |
| City | GOLD RIVER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ALEX SLOAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles A Nicholson | PreparerPersonNm |
| PTIN | P00410549 | PTIN |
| Phone | 9167867997 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $9,983,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $170,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,214,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,497 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $255,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,860 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $267 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $267 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,479 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,682 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,356 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,326 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,920 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,920 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,929 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $423,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $423,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $683,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $641,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $384,111 | CashBOYAmt |
| Cash EOY | $17,463 | CashEOYAmt |
| Cash EOYFMV | $17,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $449,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $472,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,411 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,845,033 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,844,177 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,844,177 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,480,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,692,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,692,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $873,309 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $944,567 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $944,567 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,662 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,662 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,044,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,983,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,983,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,039 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $572 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,548 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,120 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,040,776 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,979,720 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,040,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,979,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,044,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,983,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,040,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $366,268 | OtherIncreasesAmt |
| Subtotal | $9,979,720 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,979,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK | P | 2019-09-30 | 2019-09-30 | $188,169 | $184,981 | $3,188 | $3,188 |
| US BANK | P | 2000-09-30 | 2019-09-30 | $1,026,363 | $944,054 | $82,309 | $82,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,497 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $508,009 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,514,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05340 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $425,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,823,981 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04820 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $510,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,651,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05902 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $502,768 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,274,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,207 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,520,394 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03216 | DistributionYr5Rt |
| Total Distribution | 0.246998 | TotalDistributionRt |
| Average Distribution | 0.049400 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,496,282 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $469,116 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,144 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $471,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $641,697 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,144 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,144 | SubtotalAmt |
| Tax Based On Investment Income | $2,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,745 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,745 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,601 | OverpaymentAmt |
| Applied To ES Tax | $3,601 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | excelerate-foundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORE 4 FINANCIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165868444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 GOLD MEADOW WAY | AddressLine1Txt |
| City | GOLD RIVER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN ALEX SLOAN | ||||||
| 2377 GOLD MEADOW WAY | GOLD RIVER | CA | 95670 | President | 10.00 | $70,500 |
| ERNEST LEWIS | ||||||
| 2377 GOLD MEADOW WAY | GOLD RIVER | CA | 95670 | Secretary | 6.00 | $60,500 |
| EDWARD DADAKIS | ||||||
| 2377 GOLD MEADOW WAY | GOLD RIVER | CA | 95670 | Treasurer | 6.00 | $60,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,483,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,640,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,640,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,496,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $474,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $474,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,144 | TotalTaxAmt |
| Distributable Before Adj | $472,670 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $472,670 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $472,670 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $641,697 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $641,697 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,144 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $639,553 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,168 | UndistributedIncomePYAmt |
| Qualifying Distributions | $641,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,168 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $472,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,859 | RemainingDistriFromCorpusAmt |
| Total Corpus | $155,859 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $155,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $155,859 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDSLifeCycle | |||||||
| PO Box 6000 | San Francisco | CA | 94160 | n/a | 501(c)(3) | Sponsor riders of a cycling event, which raises funds for SF AIDS Foundation and community. | $16,250 |
| Grass Roots Gay Rights West | |||||||
| 584 Castro St 495 | San Francisco | CA | 94114 | n/a | 501(c)(3) | General support of organization's fundraising activities and support of community activities. | $10,000 |
| Openhouse | |||||||
| 1800 Market St PMB93 | San Francisco | CA | 94102 | n/a | 501(c)(3) | Sponsorship of event to promote healthy aging of the LGBT community, via several community factors. | $46,026 |
| 2019 Team to End Aids - NYC Maratho | |||||||
| 200 West Monroe St Suite 1150 | Chicago | IL | 60606 | n/a | 501(c)(3) | Support for AIDS Foundation of Chicago to improve wealth equity, prevent new cases of HIV, and be a voice for change. | $1,000 |
| UC Davis Foundation | |||||||
| 1460 Drew Ave Ste 100 | Davis | CA | 95616 | n/a | 501(c)(3) | Third annual grant to support staffing budgets of a specific program, as well as general program support for campus and public arboretum operations. | $100,000 |
| East Harlem Tutorial | |||||||
| 2050 2nd Ave | New York | NY | 10029 | n/a | 501(c)(3) | Operational grant for spring benefit event which funds tutoring of disadvantaged youth. | $15,000 |
| Greenwich Point Conservancy | |||||||
| PO Box 377 | Old Greenwich | CT | 06870 | n/a | 501(c)(3) | Sponsor for annual fundraising event to support the renovation of historic buildings in town. | $10,000 |
| Greenwhich Town Party | |||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | n/a | 501(c)(3) | Grant to offset the costs of a public function put on by the town's non-profit organization. | $12,000 |
| All Stars Project Inc aka Castillo | |||||||
| 543 W 42nd St | New York | NY | 10036 | n/a | 501(c)(3) | Event support to raise money for organization which provides a creative environment in which people of all ages can produce and experience theatre that deals with contemporary and historical social issues. | $10,000 |
| LGBT Historical Society | |||||||
| 657 Mission St Ste 300 | San Francisco | CA | 94105 | n/a | 501(c)(3) | Support for annual fundraising event, and separately for expansion of museum and to assist the drive additional public contributions. This organization preserves critical archives for the LGBT movement. | $20,000 |
| Greenwich Emergency Medical Service | |||||||
| 1111 E Putnam | Riverside | CT | 06878 | n/a | 501(c)(3) | Grant used to provide support for organization providing emergency support for town of Greenwich, including purchase of ambulance. | $100,000 |
| Cycle for Survival | |||||||
| 885 Second Ave 7th Floor | New York | NY | 10017 | n/a | 501(c)(3) | Sponsor of rider raising money for cancer research. | $1,000 |
| Horizons Foundation | |||||||
| 550 Montgomery St Ste 700 | San Francisco | CA | 94111 | n/a | 501(c)(3) | Support and sponsorship of annual fundraising event along with various expenses relating to meetings, etc., for organization that provides community based support for LGBT organizations. | $6,000 |
| Huckleberry Youth Programs | |||||||
| 3310 Geary Blvd | San Francisco | CA | 94118 | n/a | 501(c)(3) | Multi-year grant to provide general program support of the organization whose purpose is counseling, referral and shelter services for at risk and trafficked youth in SF and Marin counties. | $21,000 |
| Inner City Foundation for Charity E | |||||||
| 238 Jewett Ave | Bridgeport | CT | 06606 | n/a | 501(c)(3) | Support general operations of organization that provides education and programs including basic needs like food and shelter to those in need. | $10,000 |
| SF LGBT Center | |||||||
| 1800 Market St | San Francisco | CA | 94102 | n/a | 501(c)(3) | Fundraiser event sponsorship for organization whose charter is to connect LGBT community to opportunities, resources and each other to achieve our vision of a stronger, healthier, and more equitable world for LGBT people. | $5,000 |
| Tuleyome | |||||||
| 607 North Street | Woodland | CA | 95695 | n/a | 501(c)(3) | Grant used to support repair and restoration of public lands, streams, trails, in several northern CA counties. | $20,000 |
| Rising Ground Inc | |||||||
| 153 Hawthorne Avenue | Yonkers | NY | 10705 | n/a | 501(c)(3) | Sponsorship for fundraising event for organization that supports HIV/AIDS, mental health, and substance abuse services. | $10,000 |
| Glenville Volunteer Fire Company No | |||||||
| 266 Glenville Road | Greenwich | CT | 06831 | n/a | 501(c)(3) | Support for fundraising event for volunteer firefighter company. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $423,276 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $255,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,860 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,479 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,479 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $944,567 | EOYBookValueAmt |
| EOYFMV | $944,567 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,692,560 | EOYBookValueAmt |
| EOYFMV | $6,692,560 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,844,177 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,844,177 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $267 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $267 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $12,200 | $12,661 | $12,662 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $125 | $125 | |
| INSURANCE | $2,741 | $2,741 | |
| OFFICE EXPENSE | $45 | $45 | |
| WEBSITE HOSTING | $143 | $143 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,548 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $1,326 | $0 | $0 | $1,326 |
| INVESTMENT FEES | $41,356 | $41,356 | $0 | $0 |
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