THE PATRICK J MCGOVERN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE PATRICK J MCGOVERN FOUNDATION INC (EIN 22-3021586)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202011969349102456
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T19:38:52-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223021586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICK J MCGOVERN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8578009536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600375 | AddressLine1Txt |
| City | NEWTONVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK MCGOVERN III | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8578009536 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA EA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,269,507,526 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,590,333 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $692,765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $692,765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,725,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,712,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,475,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $577,373,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,280,438 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,285 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,242,643 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,512,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,928,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $548,077 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $523,077 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,032 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,032 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,228 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $60,926 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,525,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $786,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $632,854 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $21 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $771,486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285,685 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,645 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,565 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $86,473 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $84,103 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,945,415 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,104,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,017,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,391,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,620,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,725,924 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,017,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,091,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,786,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,910,182 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,823,913 | CashBOYAmt |
| Cash EOY | $22,866,521 | CashEOYAmt |
| Cash EOYFMV | $22,866,521 | CashEOYFMVAmt |
| Acct Rcvbl | $11,885,297 | AcctRcvblAmt |
| Acct Rcvbl BOY | $87,920 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $11,885,297 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,885,297 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $53,352 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $638,451,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $426,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $426,295 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $318,271,645 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $151,738,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,234,323,163 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,234,323,163 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,213,426,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,269,507,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,269,507,526 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $81,698 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $176,347 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,200,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,518,472 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $768,062 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,563,633 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,049,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,258,452 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,204,377,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,260,249,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,204,377,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,260,249,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,213,426,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,269,507,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,204,377,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,786,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,587,115 | OtherIncreasesAmt |
| Subtotal | $1,260,750,847 | SubtotalAmt |
| Other Decreases | $501,773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,260,249,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLIC SECURITIES | P | $577,373,582 | $566,898,444 | $10,475,138 | $10,475,138 |
| ACCEL INVESTORS 2008 LLC | D | $0 | $0 | ||
| ACCEL INVESTORS 2009 LLC | D | -$8 | -$8 | ||
| ACCEL INVESTORS 2010 LLC | D | -$10,846 | -$10,846 | ||
| FLYBRIDGE CAPITAL PARTNERS GP | D | $495 | $495 | ||
| ACCEL GROWTH FUND II STRATEGIC PARTNERS LP | D | $11,457 | $11,457 | ||
| ACCEL IX STRATEGIC PARTNERS LP | D | $583 | $583 | ||
| IDG-ACCEL CHINA GROWTH FUND ASSOCIATES L.P. | D | $1,408,711 | $1,408,711 | ||
| IDG-ACCEL CHINA GROWTH FUND III ASSOCIATES L.P. | D | $3,004,371 | $3,004,371 | ||
| IDG-ACCEL CHINA III INVESTORS L.P. | D | $1,506,335 | $1,506,335 | ||
| IDG-ACCEL CHINA INVESTORS II L.P. | D | $553,419 | $553,419 | ||
| LONGWOOD FUND LP | D | $394,100 | $394,100 | ||
| GLOBAL ENDOWMENT PJM FUND, LP | D | $1,683,530 | $1,683,530 | ||
| VSS COMMUNICATION PARTNERS IV, LP | D | $61 | $61 | ||
| IDG TECHNOLOGY VENTURE INVESTMENTS LLC | D | $22,868 | $22,868 | ||
| IDG TECHNOLOGY VENTURE INVESTMENT V LLC | D | $160,051 | $160,051 | ||
| IDG TECHNOLOGY VENTURE INVESTMENT IV LLC | D | -$12,551 | -$12,551 | ||
| IDG TECHNOLOGY VENTURE INVESTMENT III LLC | D | $17,928 | $17,928 | ||
| IDG CHINA MEDIA FUND ASSOCIATES LP | D | $7,691 | $7,691 | ||
| EMERGENCE CAPITAL PARTNERS LP | D | $24,180 | $24,180 | ||
| ACCEL XI STRATEGIC PARTNERS LP | D | -$1,985 | -$1,985 | ||
| ACCEL CHINA INVESTORS II LP | D | $341,569 | $341,569 | ||
| ACCEL CHINA CAPITAL II ASSOCIATES LP | D | $553,399 | $553,399 | ||
| ACCEL CHINA CAPITAL INV LP | D | $139,942 | $139,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,280,438 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,951,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,096,796,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009985 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,306,826 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $374,829,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.579749 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,197,160 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,360,793 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.879752 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,729,497 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,259,337 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 7.725888 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $409 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.964623 | DistributionYr5Rt |
| Total Distribution | 10.159997 | TotalDistributionRt |
| Average Distribution | 2.031999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,182,879,667 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,403,610,300 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $429,102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,404,039,402 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,091,230 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $858,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $858,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $858,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $669,248 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $969,248 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,155 | EsPenaltyAmt |
| Overpayment | $108,889 | OverpaymentAmt |
| Applied To ES Tax | $108,889 | 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 | Yes (1) | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.MCGOVERN.ORG/ | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8578009536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600375 | AddressLine1Txt |
| City | NEWTONVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH S MCGOVERN | ||||||||
| PO BOX 600375 | NEWTONVILLE | MA | 02460 | TRUSTEE/CHAIR | 20.00 | $100,000 | $0 | $0 |
| LAURETTE VERBINSKI | ||||||||
| PO BOX 600375 | NEWTONVILLE | MA | 02460 | TRUSTEE/VICE CHAIR | 20.00 | $75,000 | $0 | $0 |
| PATRICK J MCGOVERN III | ||||||||
| PO BOX 600375 | NEWTONVILLE | MA | 02460 | TRUSTEE/TREASURER | 20.00 | $100,000 | $0 | $0 |
| SUZANNE DIBIANCA | ||||||||
| PO BOX 600375 | NEWTONVILLE | MA | 02460 | TRUSTEE | 20.00 | $50,000 | $0 | $0 |
| VILAS DHAR | ||||||||
| PO BOX 600375 | NEWTONVILLE | MA | 02460 | TRUSTEE/CLERK | 20.00 | $50,000 | $0 | $0 |
| MELINDA CANTOR | ||||||||
| PO BOX 600375 | NEWTONVILLE | MA | 02460 | EXECUTIVE DIRECTOR | 40.00 | $173,077 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBAL ENDOWNMENT MANAGEMENT LP | |||||
| 550 S TRYON ST SUITE 3500 | CHARLOTTE | NC | 28202 | INVESTMENT CONSULTANT | $655,306 |
| THE PHILANTHROPIC INITIATIVE | |||||
| 75 ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | PHILANTHROPY CONSULTING | $297,054 |
| RUSSELL REYNOLDS ASSOCIATES | |||||
| 1700 NEW YORK AVE SUITE 400 | WASHINGTON | DC | 20006 | RECRUITMENT | $160,862 |
| ODMARK INC | |||||
| 14 HILLDALE COURT | ORINDA | CA | 94563 | FINANCIAL PLANNING AND MODELING | $125,790 |
| GMA FOUNDATION | |||||
| 2 LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | ACCOUNTING | $61,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,049,806,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,826,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $113,259,710 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,200,893,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,200,893,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,013,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,182,879,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,143,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,143,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $858,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $858,204 | TotalTaxAmt |
| Distributable Before Adj | $58,285,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,285,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,285,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,091,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,091,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,091,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,285,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $165,951,375 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $165,951,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,091,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,091,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,194,549 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,194,549 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,756,826 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,756,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $121,756,826 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AI4ALL | ||||||||
| PO BOX 30114 | OAKLAND | CA | 94604 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $500,000 | |
| CENTER FOR HUMANE TECHNOLOGY | ||||||||
| 995 MARKET STREET SUITE 211 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $500,000 | |
| CIVIC HALL LABS INC | ||||||||
| 118 WEST 22ND STREET 12TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | TO PROVIDE SUPPORT FOR THE FEASIBILITY STUDY FOR A CENTER ON EMERGING TECHNOLOGIES IN THE PUBLIC INTEREST PROJECT. | $475,000 | |
| CODE FOR AMERICA LABS INC | ||||||||
| 972 MISSION STREET FIFTH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE SUPPORT FOR THE BRIGADE NETWORK. | $450,000 | |
| COMMON SENSE MEDIA | ||||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE SUPPORT FOR THE DIGITAL CITIZENSHIP 2.0 PROJECT. | $250,000 | |
| CRISIS TEXT LINE INC | ||||||||
| 24 WEEST 25TH STREET FLOOR 6 | NEW YORK | NY | 11238 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $250,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $100,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $1,000,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $100,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $1,000,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $100,000 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | ||||||||
| 1901 VINE STREET SUITE 111 | PHILADELPHIA | PA | 19103 | N/A | PC | TO PROVIDE SUPPORT FOR THE RENOVATING AND REIMAGINING THE FRANKFORD LIBRARY PROJECT. | $250,000 | |
| HIMALAYAN CATARACT PROJECT INC | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | N/A | PC | TO PROVIDE SUPPORT FOR PHASE II OF THE DATA STANDARD DEVELOPMENT PROJECT. | $125,000 | |
| INTERNATIONAL FEDERATION OF RED CROSS & CRESCENT | ||||||||
| 420 LEXINGTON AVENUE SUITE 2811 | NEW YORK | NY | 10170 | N/A | PF | TO PROVIDE A TECHNOLOGY RESPONSE PLATFORM FOR RELIEF EFFORTS IN MOZAMBIQUE. | $100,000 | |
| LAUDATO SI CHALLENGE INC | ||||||||
| 1050 K STREET NW | WASHINGTON | DC | 20001 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT ($50,000) AND FOR THE LAUDATO SI CHALLENGE PRIZE ($50,000). | $100,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 408 PANAMA MALL | STANFORD | CA | 94305 | N/A | PC | TO PROVIDE SUPPORT FOR THE PHILANI MOVIE BREASTFEEDING STUDY. | $100,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE NE 49-4000 | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE SUPPORT FOR THE ARTIFICIAL INTELLIGENCE FOR THE BETTERMENT OF HUMANITY PRIZE ($300,000) AND GENERAL OPERATING SUPPORT ($200,000) | $500,000 | |
| MATHEMATICAL SCIENCES RESEARCH INSTITUTE | ||||||||
| 17 GAUSS WAY | BERKELEY | CA | 94720 | N/A | PC | TO PROVIDE SUPPORT FOR THE FOUR PROGRAMS FOCUSED ON DEVELOPING TALENT: CONNECTIONS FOR WOMEN, SUMMER RESEARCH FOR WOMEN IN MATHEMATICS, SUMMER GRADUATE SCHOOLS, AND THE MATHICAL BOOK PRIZE. | $250,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE NE 49-3142 | CAMBRIDGE | MA | 02139 | N/A | PC | MCGOVERN INSTITUTE FOR BRAIN RESEARCH | $2,000,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR THE PIT-UN SMALL GRANTS FUND. | $500,000 | 300 |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR THE STEP UP COALITION. | $250,000 | 300 |
| NEWTON-WELLESLEY HOSPITAL | ||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | N/A | PC | TO PROVIDE SUPPORT FOR THE CANCER RESEARCH PROGRAM FUND. | $25,000 | |
| NORTH VALLEY COMMUNITY FOUNDATION | ||||||||
| 240 MAIN STREET SUITE 260 | CHICO | CA | 95928 | N/A | PC | TO SUPPORT FIRE RELIEF EFFORTS FOR THE CAMPFIRE FUND ($75,000) AND THE BUTTE COUNTY OFFICE OF EDUCATION'S SCHOOLS FIRE RELIEF FUND ($25,000). | $100,000 | |
| OXFAM AMERICA INC | ||||||||
| 226 CAUSEWAY STREET FIFTH FLOOR | BOSTON | MA | 02114 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT IN MEMORY OF K. ANANTHARAM. | $25,000 | |
| PARTNERSHIP ON AI TO BENEFIT PEOPLE AND SOCIETY | ||||||||
| 115 SANSOME STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $100,000 | |
| PATH | ||||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $75,000 | |
| PHYSICIANS FOR HUMAN RIGHTS | ||||||||
| 256 WEST 38TH STREET NINTH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO PROVIDE SUPPORT FOR THE MEDICAPT PROGRAM. | $200,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 79 JOHN F KENNEDY STREET | CAMBRIDGE | MA | 02138 | N/A | PC | TO PROVIDE SUPPORT FOR THE INITIATIVE FOR INSTITUTIONAL ANTI-RACISM & ACCOUNTABILITY. | $100,000 | |
| SCHWAB CHARITABLE FUND | ||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $1,000,000 | |
| SCHWAB CHARITABLE FUND | ||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $100,000 | |
| SEATTLE INTERNATIONAL FOUNDATION | ||||||||
| 1601 FIFTH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | N/A | PC | TO PROVIDE SUPPORT FOR THE INDEPENDENT JOURNALISM FUND. | $200,000 | |
| TECHNOVATION | ||||||||
| 532 WEST 22ND STREET | LOS ANGELES | CA | 90007 | N/A | PC | TO PROVIDE SUPPORT FOR THE CURIOSITY MACHINE AI FAMILY CHALLENGE PROJECT. | $300,000 | |
| THE CARTER CENTER INC | ||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | N/A | PC | TO PROVIDE SUPPORT FOR THE CONFLICT MAPPING PROGRAM. | $200,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES. | $100,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 675 NELSON RISING LANE | SAN FRANCISCO | CA | 94158 | N/A | PC | TO PROVIDE SUPPORT FOR THE CHILDHOOD COGNITIVE CONTROL PROGRAM. | $225,000 | |
| UPTURN INC | ||||||||
| 1015 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | N/A | PC | TO PROVIDE SUPPORT FOR THE HIRING OF A NEW LEAD STATISTICIAN. | $450,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | TO PROVIDE SUPPORT FOR RESOURCE WATCH. | $150,000 | |
| YEAR UP INC | ||||||||
| 45 MILK STREET | BOSTON | MA | 02109 | N/A | PC | TO PROVIDE SUPPORT FOR RECRUITMENT EFFORTS THROUGH TARGETED ADVERTISING, PROACTIVE SOURCING, AND THE ESTABLISHMENT OF THE INNOVATION FUND. | $450,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,700,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS - LOS ANGELES REGION | |||||||
| 1450 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90021 | N/A | PC | TO PROVIDE EMERGENCY SUPPORT FOR BORDER-RELATED RELIEF EFFORTS. | $125,000 |
| BURUNDI FRIENDS INTERNATIONAL | |||||||
| PO BOX 927356 | SAN DIEGO | CA | 92192 | N/A | PC | TO PROVIDE SUPPORT FOR THE CREATION OF IT CENTERS FOR STEM EDUCATION IN BURUNDI. | $125,000 |
| ELECTRONIC PRIVACY INFORMATION CENTER | |||||||
| 1519 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR WORK ON AI POLICY AND HUMAN RIGHTS. | $250,000 |
| GIRLS INC | |||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO PROVIDE SUPPORT FOR THE PREPARATION OF GIRLS FOR HIGHER EDUCATION IN STEM FIELDS. | $150,000 |
| OXFAM AMERICA INC | |||||||
| 226 CAUSEWAY STREET FIFTH FLOOR | BOSTON | MA | 02114 | N/A | PC | TO PROVIDE SUPPORT FOR THE DIGITAL RIGHTS PROGRAM. | $125,000 |
| PEPUP TECH | |||||||
| 146 SE BELLA STRANO | PORT SAINT LUCIE | FL | 34984 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $150,000 |
| REFUGEES UNITED FOUNDATION USA | |||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94197 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT TO INCREASE THE SCALE OF THE LEVELAPP PROJECT. | $150,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 NORTH STREET NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | TO PROVIDE SUPPORT FOR CONVENING A ROUNDTABLE ON AI AND DISTRIBUTING A PUBLISHED REPORT OF FINDINGS. | $200,000 |
| THE TECH INTERACTIVE | |||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $200,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | TO PROVIDE SUPPORT FOR REAL-TIME MONITORING, VISUALIZING, AND REPORTING OF CLIMATE DATA. | $200,000 |
| GLOBAL DIGITAL HEALTH NETWORK | |||||||
| 1825 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT, INCLUDING THE GLOBAL DIGITAL HEALTH FORUM. | $150,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE NE 49-3142 | CAMBRIDGE | MA | 02139 | N/A | PC | MCGOVERN INSTITUTE FOR BRAIN RESEARCH | $6,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,825,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $692,765 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,725,007 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,475,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,922,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,922,195 | 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 | PATRICK J MCGOVERN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600375 | AddressLine1Txt |
| City | NEWTONVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,590,333 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $92,733 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,926 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTL FEDERATION OF RED CROSS AND RED CRESCENT SOC AT THE U N INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE SUITE 2811 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-04-12 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE A TECHNOLOGY RESPONSE PLATFORM FOR RELIEF EFFORTS IN MOZAMBIQUE. | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | PENDING | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | 990-PF, PAGE 5, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOLLOWING CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING:GLOBAL ENDOWMENT PJM FUND, LP ("GEM")550 SOUTH TRYON STREETSUITE 3500CHARLOTTE, NC 28202EIN# 83-3174024TRANSACTION: $1,084,355,173 CONTRIBUTED CAPITAL TRANSFERRED TO GEM | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,755 SH OF DROPBOX INC REG | $94,063 | $94,063 |
| 8,600 SH OF SLACK TECHNOLOGIES INC | $322,500 | $322,500 |
| 341 SH OF TENABLE HOLDINGS INC | $9,732 | $9,732 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL ENDOWMENT PJM FUND, LP | FMV | $1,120,862,198 | $1,120,862,198 |
| JP MORGAN PEG SECONDARY EQUITY | FMV | $194,524 | $194,524 |
| GOLBAL LONG SHORT PARTNERS/LIBERTY HARBOR I ACCESS | FMV | $8,563 | $8,563 |
| ACCEL IX STRATEGIC PARTNERS LP | FMV | $12,896 | $12,896 |
| ACCEL XI STRATEGIC PARTNERS LP | FMV | $93,393 | $93,393 |
| ACCEL GROWTH FUND II STRATEGIC PARTNERS LP | FMV | $158,352 | $158,352 |
| ACCEL KEIRETSU VI, LP | FMV | $16,085 | $16,085 |
| ACCEL INVESTORS 2008 LLC | FMV | $250,553 | $250,553 |
| ACCEL INVESTORS 2009 LLC | FMV | $1,913,634 | $1,913,634 |
| ACCEL INVESTORS 2010 LLC | FMV | $126,653 | $126,653 |
| FLYBRIDGE CAPITAL PARTNERS GP | FMV | $6,665 | $6,665 |
| EMERGENCE CAPITAL PARTNERS, LP | FMV | $671,157 | $671,157 |
| IDG-ACCEL CHINA INVESTORS II L.P. | FMV | $32,138,450 | $32,138,450 |
| IDG-ACCEL CHINA III INVESTORS L.P. | FMV | $15,115,898 | $15,115,898 |
| IDG-ACCEL CHINA CAPITAL INVESTORS L.P. | FMV | $8,797,185 | $8,797,185 |
| IDG-ACCEL CHINA CAPITAL II INVESTORS L.P. | FMV | $3,069,465 | $3,069,465 |
| IDG-ACCEL CHINA GROWTH FUND ASSOCIATES L.P. | FMV | $12,931,036 | $12,931,036 |
| IDG-ACCEL CHINA GROWTH FUND III ASSOCIATES L.P. | FMV | $21,392,081 | $21,392,081 |
| IDG-ACCEL CHINA CAPITAL II ASSOCIATES L.P. | FMV | $8,034,105 | $8,034,105 |
| IDG TECHNOLOGY VENTURE INVESTMENTS, LLC | FMV | $1,211,230 | $1,211,230 |
| IDG TECHNOLOGY VENTURE INVESTMENT III, LLC | FMV | $581,090 | $581,090 |
| IDG TECHNOLOGY VENTURE INVESTMENT IV, LLC | FMV | $3,972,478 | $3,972,478 |
| IDG TECHNOLOGY VENTURE INVESTMENT V, LLC | FMV | $1,745,952 | $1,745,952 |
| IDG CHINA MEDIA FUND ASSOCIATES L.P. | FMV | $7,098 | $7,098 |
| IDG VENTURES VIETNAM, LLC | FMV | $55,617 | $55,617 |
| IDG VENTURES INDIA FUND III, LLC | FMV | $956,805 | $956,805 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $16,461 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,228 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| EOY Book Value | $6,250 | EOYBookValueAmt |
| EOYFMV | $6,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED EXCISE TAX | Desc |
| Amt | $501,773 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMITTEE EXPENSES | $1,992 | $0 | $3,492 |
| FILING FEES | $2,000 | $0 | $2,000 |
| INSURANCE | $16,231 | $0 | $2,812 |
| OFFICE EXPENSES AND SUPPLIES | $7,836 | $0 | $7,588 |
| PARTNERSHIP EXPENSES | $0 | $1,938,078 | $0 |
| WEBSITE EXPENSES | $3,600 | $0 | $3,553 |
| BOND AMORTIZATION | $7,337 | $7,337 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JPMORGAN CHASE BANK, NA | $29,285 | $29,285 | $29,285 |
| PARTNERSHIP INCOME | $0 | $1,213,358 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $17,916,783 |
| TO ADJUST OPENING NET ASSETS TO AGREE TO FINANCIAL STATEMENTS | $18,670,332 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $0 | $105,752 |
| DEFERRED FEDERAL EXCISE TAX | $0 | $1,457,881 |
| OTHER | $768,062 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $40,119 | $0 | $32,954 |
| CONSULTING SERVICES | $125,790 | $0 | $106,275 |
| RECRUITMENT SERVICES | $218,337 | $0 | $143,494 |
| OTHER PROFESSIONAL FEES | $15,468 | $0 | $22,803 |
| INVESTMENT CUSTODY FEES | $686,872 | $686,872 | $0 |
| OUTSIDE CONTRACT SERVICES | $41,383 | $0 | $41,383 |
| INVESTMENT CONSULTING | $100,000 | $100,000 | $0 |
| GRANT CONSULTING | $297,054 | $0 | $285,945 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $771,486 | $0 | $0 |
| FOREIGN TAXES | $0 | $285,685 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL ENDOWMENT PJM FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH TRYON STREET SUITE 3500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833174024 | EIN |
| Desc | CONTRIBUTED CAPITAL | Desc |
| Amt | $1,084,355,173 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,355,173 | TotalAmt |