AEROJET ROCKETDYNE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AEROJET ROCKETDYNE FOUNDATION (EIN 68-0441559)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-07-08
- IRS object ID
- 202001909349101610
- Schema version
- 2018v3.3
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T13:51:13-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680441559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aerojet Rocketdyne Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AERO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY ANDERSON | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201905000041 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,383,907 | 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 | $17,289 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,421 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $484,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,911,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $601,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,345 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,939 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,939 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $99,787 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,787 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,296 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,027 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,027 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $263 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,312 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $639,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $819,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $707,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $481,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $383,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,958,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,958,925 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,128 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,028 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,128 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,128 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $251,544 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $340,592 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $340,563 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,435,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,957,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,812,336 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,697,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,293,693 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,270,955 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,769,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,552,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,383,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,769,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,552,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,769,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,552,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,769,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,552,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,769,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,760 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,552,028 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,552,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,911,208 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,830,039 | CostOrOtherBasisAmt |
| Gain Or Loss | $81,169 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $81,169 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $525,759 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,085,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037327 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $392,636 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,692,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $353,563 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,471,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $688,647 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,272,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $755,789 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,922,280 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050648 | DistributionYr5Rt |
| Total Distribution | 0.19325 | TotalDistributionRt |
| Average Distribution | 0.03865 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,688,212 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $529,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $533,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $707,889 | 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 | $4,820 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,820 | SubtotalAmt |
| Tax Based On Investment Income | $4,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,902 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,902 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,082 | OverpaymentAmt |
| Applied To ES Tax | $4,082 | 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 |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.aerojetrocketdyne.com/foundation | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| Kelly Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David A Fox | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| David Hatch | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Jackson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Arjun Kampani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Chris Radley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Natalie K Schilling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Schneider | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| John Schumacher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Rob Shenton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA E MINNEHAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 AEROJET ROAD | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 957423568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,939 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Securities LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Rowes Wharf 4th Floor | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $99,787 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,600,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,295,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,896,662 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,896,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,688,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $684,411 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $684,411 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,820 | TotalTaxAmt |
| Distributable Before Adj | $679,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $679,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $679,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $707,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $707,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,820 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $703,069 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $679,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $669,348 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $707,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $669,348 | AppliedToYear1Amt |
| Applied To Current Year | $38,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $641,050 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (265 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEROSPACE MUSEUM OF CALIFORNIA FOUNDATION | ||||||||
| 3200 FREEDOM PARK DR | MCCLELLAN | CA | 95652 | N/A | PC | Hubble and Her Program | $3,000 | |
| AEROSPACE MUSEUM OF CALIFORNIA FOUNDATION | ||||||||
| 3200 FREEDOM PARK DR | MCCLELLAN | CA | 95652 | N/A | PC | Hubble Exhibit | $2,500 | |
| AIR FORCE ASSOCIATION | ||||||||
| 1501 LEE HWY STE 400 | ARLINGTON | VA | 22209 | N/A | PC | StellarXplorers VI (STLX VI) PROGRAM | $20,000 | |
| ALABAMA A & M UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1057 | NORMAL | AL | 35762 | N/A | PC | General & Unrestricted | $1,000 | |
| ALABAMA A & M UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1057 | NORMAL | AL | 35762 | N/A | PC | STEM/Business Scholarship Fund | $2,500 | |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN-SPECIAL | ||||||||
| projects fund | SACRAMENTO | CA | 95816 | N/A | PC | AAUW Tech Trek Camp 2019 Fund | $1,800 | PO BOX 160067 |
| AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS | ||||||||
| PO BOX 33552 | SEATTLE | WA | 98133 | N/A | PC | Charitable Event | $500 | |
| AMERICAN NATIONAL RED CROSS - GREATER LOS ANGELES | ||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | N/A | PC | General & Unrestricted | $38,750 | |
| AMERICAN NATIONAL RED CROSS - GREATER LOS ANGELES | ||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | N/A | PC | Disaster Relief Fund and Hurrican Dorian Relief Fund | $30,000 | |
| ARKANSAS STEM COALITION | ||||||||
| PO BOX 3142 | LITTLE ROCK | AR | 72203 | N/A | PC | STEM Opportunities for Girls Program | $4,000 | |
| ARKANSAS TECH UNIVERSITY FOUNDATION | ||||||||
| 8820 TECH LN | RUSSELLVILLE | AR | 72801 | N/A | PC | General & Unrestricted | $100 | |
| ASSOCIATED STUDENTS CALIF STATE UNIVERSITY LONG | ||||||||
| Beach | LONG BEACH | CA | 90815 | N/A | PC | Long Beach Rocketry - NASA's USLI Fund | $1,500 | 1212 BELLFLOWER BLVD NO 313W |
| ASSOCIATED STUDENTS OF SAN DIEGO STATE UNIVERSITY | ||||||||
| 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | N/A | PC | Aztec Electric Racing team Fund | $1,000 | |
| BEACON COVE INTERMEDIATE SCHOOL | ||||||||
| 150 SCHOOLHOUSE RD | JUPITER | FL | 33458 | N/A | GOV | General & Unrestricted | $200 | |
| BEARDEN HIGH SCHOOL | ||||||||
| 635 N PLUM ST | BEARDEN | AR | 71720 | N/A | GOV | Flash Drive program | $450 | |
| BEARDEN SCHOOL DISTRICT | ||||||||
| 100 OAK AVE | BEARDEN | AR | 71720 | N/A | GOV | STEM programming Fund | $9,120 | |
| BISHOP OCONNELL HIGH SCHOOL | ||||||||
| 6600 LITTLE FALLS RD | ARLINGTON | VA | 22213 | N/A | PC | General & Unrestricted | $500 | |
| BOARD OF THE UNIVERSITY OF ALABAMA - ALABAMA | ||||||||
| rocketry association | TUSCALOOSA | AL | 35487 | N/A | PC | Alabama Rocketry Association Liquid Fueled Engine Development Program | $2,500 | BOX 870200 |
| BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $100 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 516 LIBERTY PKWY | VESTAVIA | AL | 35242 | N/A | PC | STEM programming 2019-2020 Fund | $1,000 | |
| BRIGHAM YOUNG UNIVERSITY-HAWAII | ||||||||
| 55-220 KULANUI ST BLDG 5 | LAIE | HI | 96762 | N/A | PC | General & Unrestricted | $50 | |
| BRYANT ELEMENTARY SCHOOL | ||||||||
| 3311 NE 60TH ST | SEATTLE | WA | 98115 | N/A | GOV | General & Unrestricted | $1,000 | |
| Buckeye Elementary | ||||||||
| 4561 BUCKEYE RD | Shingle Springs | CA | 95682 | N/A | GOV | STEM programs | $700 | |
| BURRITT MUSEUM ASSOCIATION INC | ||||||||
| 3101 BURRITT DR SE | HUNTSVILLE | AL | 35801 | N/A | PC | education and outreach program | $1,000 | |
| CALIFORNIA FIRE FOUNDATION | ||||||||
| 1780 CREEKSIDE OAKS DR | SACRAMENTO | CA | 95833 | N/A | PC | CA Firefighters Benevolent Fund | $3,400 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD M/C 5-32 | PASADENA | CA | 91125 | N/A | PC | General & Unrestricted | $250 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 NO 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | General & Unrestricted | $500 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 NO 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | CPSS 2019 Competition Rocket Fund | $1,000 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 NO 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | To purchase Equipment and Program of the Cal Poly San Luis Obispo Materials engineering introductory laboratory course (MATE 215) | $5,000 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 NO 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | Industrial Technology and Packaging program | $12,000 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| ONE GRAND AVE BLDG 117 NO 208 | SAN LUIS OBISPO | CA | 93407 | N/A | PC | Stanat Rolling Mill Upgrade Project | $7,000 | |
| Kayla Danielle Moore | ||||||||
| CALIFORNIA STATE UNIVERSITY - NORTH | NORTHRIDGE | CA | 91330 | none | I | Scholarship Grant | $1,500 | 18111 NORDHOFF ST |
| Marco Vizcarra | ||||||||
| CALIFORNIA STATE UNIVERSITY - NORTH | NORTHRIDGE | CA | 91330 | none | I | Scholarship Grant | $1,000 | 18111 NORDHOFF ST |
| CALIFORNIA STATE UNIVERSITY - NORTHRIDGE | ||||||||
| foundation | NORTHRIDGE | CA | 91330 | N/A | PC | General & Unrestricted | $500 | 18111 NORDHOFF ST |
| CALIFORNIA STATE UNIVERSITY - NORTHRIDGE | ||||||||
| foundation | NORTHRIDGE | CA | 91330 | N/A | PC | Senior Design Projects and to purchase lab equipment | $12,000 | 18111 NORDHOFF ST |
| Catalina Lorenza Lee | ||||||||
| CALIFORNIA STATE UNIVERSITY LOS ANG | LOS ANGELES | CA | 90032 | none | I | Scholarship Grant | $1,500 | 5151 STATE UNIVERSITY DR ADM 802 |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION | ||||||||
| 5151 STATE UNIVERSITY DR ADM 802 | LOS ANGELES | CA | 90032 | N/A | PC | LAunchPad Program | $2,500 | |
| CAMDEN FAIRVIEW HIGH SCHOOL | ||||||||
| 1750 CASH RD | CAMDEN | AR | 71701 | N/A | GOV | to purchase 3-D printer and e-readers | $9,120 | |
| CAMDEN FAIRVIEW HIGH SCHOOL | ||||||||
| 1750 CASH RD | CAMDEN | AR | 71701 | N/A | GOV | Esports Season Fund | $3,840 | |
| CAMDEN FAIRVIEW HIGH SCHOOL | ||||||||
| 1750 CASH RD | CAMDEN | AR | 71701 | N/A | GOV | Flash Drive program | $1,800 | |
| CAMDEN FAIRVIEW SCHOOL DISTRICT | ||||||||
| 625 CLIFTON ST | CAMDEN | AR | 71701 | N/A | GOV | Project Lead the Way programs | $2,500 | |
| CAMPANILE FOUNDATION | ||||||||
| 5500 CAMPANILE DR 168 | SAN DIEGO | CA | 92182 | N/A | PC | General & Unrestricted | $100 | |
| Canoga Park Senior High | ||||||||
| 6850 TOPANGA CANYON BLVD | Canoga Park | CA | 91303 | N/A | GOV | Engineering Futures Program | $2,500 | |
| CAPITAL AIRSHOW GROUP | ||||||||
| 10425 NORDEN AVE | MATHER | CA | 95655 | N/A | PC | Capital Airshow Scholarship Fund | $1,000 | |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| CARLIN ALUMNI HOUSE 524 E BELLOWS S | MT PLEASANT | MI | 48858 | N/A | PC | General & Unrestricted | $250 | |
| CHALLENGER CENTER FOR SPACE SCIENCE EDUCATION | ||||||||
| 422 1ST ST SE 3RD FL | WASHINGTON | DC | 20003 | N/A | PC | Classroom Adventures program | $6,070 | |
| CHAMINADE COLLEGE PREPARATORY | ||||||||
| 10210 OAKDALE AVE | CHATSWORTH | CA | 91311 | N/A | PC | 2019-2020 Robotics season Program | $2,500 | |
| Citrus Elementary | ||||||||
| 925 W 7TH ST | Upland | CA | 91786 | N/A | GOV | Science Camp Fund | $1,000 | |
| COLUMBIA MEMORIAL SPACE SCIENCE LEARNING CENTER | ||||||||
| foundation | DOWNEY | CA | 90242 | N/A | PC | STEM Programs | $10,000 | 12400 COLUMBIA WAY |
| COVENANT COLLEGE INC | ||||||||
| 14049 SCENIC HWY | LOOKOUT MTN | GA | 30750 | N/A | PC | General & Unrestricted | $1,000 | |
| CRESPI CARMELITE HIGH SCHOOL | ||||||||
| 5031 ALONZO AVE | ENCINO | CA | 91316 | N/A | PC | General & Unrestricted | $500 | |
| CULPEPER COUNTY PUBLIC SCHOOLS | ||||||||
| 450 RADIO LN | CULPEPER | VA | 22701 | N/A | GOV | Culpeper STEM Project for Algebra I class | $1,500 | |
| CULPEPER COUNTY PUBLIC SCHOOLS | ||||||||
| 450 RADIO LN | CULPEPER | VA | 22701 | N/A | GOV | Eastern View & Culpeper County High School STEM programs | $4,000 | |
| CULPEPER ROBOTICS | ||||||||
| PO BOX 1412 | CULPEPER | VA | 22701 | N/A | PC | Culpeper Robotics 2019-2020 Season Fund | $1,000 | |
| CURATORS OF THE UNIVERSITY OF MISSOURI SPECIAL TR | ||||||||
| 1201 N STATE ST | ROLLA | MO | 65409 | N/A | PC | Dept. of Mechanical and Aerospace Engineering Division | $200 | |
| DANIEL BOONE HIGH SCHOOL | ||||||||
| 1440 SUNCREST DR | GRAY | TN | 37615 | N/A | GOV | Daniel Boone Robotics program | $1,100 | |
| DAVID CROCKETT HIGH SCHOOL | ||||||||
| 684 OLD STATE RTE 34 | JONESBOROUGH | TN | 37659 | N/A | GOV | Rat Rod Robotics Program | $1,100 | |
| DAVID CROCKETT HIGH SCHOOL | ||||||||
| 684 OLD STATE RTE 34 | JONESBOROUGH | TN | 37659 | N/A | GOV | STEAM Community event | $250 | |
| DELISLE ELEMENTARY SCHOOL | ||||||||
| 6303 W WITTMAN RD | PASS CHRISTIAN | MS | 39571 | N/A | GOV | S.T.E.A.M. Academy | $500 | |
| DISCOVERY SCIENCE CENTER OF LOS ANGELES | ||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | STEM Education Fund | $8,000 | |
| DONATEWELL | ||||||||
| 3955 FABER PL DR STE 100 | N CHARLESTON | SC | 29405 | N/A | PC | General & Unrestricted | $17,977 | |
| DREAMS4U | ||||||||
| 13408 BLACK WALNUT LN | SPOTSYLVANIA | VA | 22551 | N/A | PC | STEM Scholarship Fund | $1,000 | |
| EAST TENNESSEE STATE UNIVERSITY | ||||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | N/A | GOV | Military Science Department Scholarship Fund | $250 | |
| EAST TENNESSEE STATE UNIVERSITY | ||||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | N/A | GOV | CEMSE for Governor's School Fund | $250 | |
| EASTLAKE WOLFPACK ASSOCIATION | ||||||||
| 400 228TH AVE NE | SAMMAMISH | WA | 98074 | N/A | PC | 2019-2020 season Fund | $2,000 | |
| EASTLAKE WOLFPACK ASSOCIATION | ||||||||
| 400 228TH AVE NE | SAMMAMISH | WA | 98074 | N/A | PC | Top Gun Robotics Team 1294 Fund | $1,000 | |
| EDUCATION FOUNDATION OF MARTIN COUNTY INC | ||||||||
| PO BOX 291 | STUART | FL | 34995 | N/A | PC | EFMC Robotics Programming - FIRST Fund | $3,500 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | ||||||||
| 3300 FOREST HILL BLVD BLDG C-14 | WEST PALM BEACH | FL | 33406 | N/A | PC | EmPOWERing STEM Educators, Stepping up STEM in Pahokee and Goteach! classroom Programs | $10,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | ||||||||
| 3300 FOREST HILL BLVD BLDG C-14 | WEST PALM BEACH | FL | 33406 | N/A | PC | first powered robotics rocket program | $7,500 | |
| EL DORADO HIGH SCHOOL | ||||||||
| 561 CANAL ST | PLACERVILLE | CA | 95667 | N/A | GOV | Robotics Team 3189, Circuit Breakers Program | $1,000 | |
| Emblem Academy | ||||||||
| 22635 ESPUELLA DR | Saugus | CA | 91350 | N/A | GOV | STEM programs | $1,000 | |
| ENCORPS INC | ||||||||
| 608 MEYER LN UNIT 204-B | REDONDO BEACH | CA | 90278 | N/A | PC | EnCorps STEM Teachers Fellowship Fund in Sacramento | $1,000 | |
| FANTASY PLAYHOUSE CHILDRENS THEATER | ||||||||
| 3312 LONG AVE SW | HUNTSVILLE | AL | 35805 | N/A | PC | STE(A)M Education for Youth Fund | $1,000 | |
| FAUQUIER COUNTY PUBLIC SCHOOLS | ||||||||
| 320 HOSPITAL DR STE 40 | WARRENTON | VA | 20186 | N/A | GOV | VEX Robotics Program | $500 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | ||||||||
| 777 GLADES RD ADM 295 | BOCA RATON | FL | 33431 | N/A | PC | College of Engineering & Computer Science | $2,500 | |
| Tyler Davis | ||||||||
| FLORIDA STATE UNIVERSITY | TALLAHASSEE | FL | 32306 | none | I | Scholarship Grant | $4,500 | 282 CHAMPIONS WAY A2201 UCA |
| FOLSOM-CORDOVA UNIFIED SCHOOL DISTRICT | ||||||||
| 1965 BIRKMONT DR | RANCHO CORDOVA | CA | 95742 | N/A | GOV | STEM Expo fund for 2019-2020 school year | $3,500 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC | ||||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | PC | LA Regional Fund | $10,000 | |
| FOREST HILL COMMUNITY HIGH SCHOOL | ||||||||
| 6901 PARKER AVE | WEST PALM BEACH | FL | 33405 | N/A | GOV | General & Unrestricted | $1,500 | |
| FREEDOM MIDDLE | ||||||||
| 2850 TAFT VINELAND RD | ORLANDO | FL | 32837 | N/A | GOV | annual trip fund to Space Camp at the U.S. Space & Rocket Center | $6,400 | |
| Garrisonville Elementary | ||||||||
| 100 WOOD DR | Stafford | VA | 22556 | N/A | GOV | General & Unrestricted | $100 | |
| GEORGIA TECH FOUNDATION INC | ||||||||
| 760 SPRING ST NW STE 400 | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $425 | |
| GERMANNA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 1430 | LOCUST GROVE | VA | 22508 | N/A | PC | to purchase Engineering Lab Equipment | $2,000 | |
| GIRL SCOUTS | ||||||||
| 6601 ELVAS AVE | SACRAMENTO | CA | 95819 | N/A | PC | GSHCC Mobile STEM Center + MakerSpace Program | $2,500 | |
| GIRL SCOUTS | ||||||||
| 6601 ELVAS AVE | SACRAMENTO | CA | 95819 | N/A | PC | Mobile STEM Center | $2,500 | |
| GIRL SCOUTS OF GREATER LOS ANGELES | ||||||||
| 1150 S OLIVE ST STE 600 | LOS ANGELES | CA | 90015 | N/A | PC | STEAM initiatives | $2,000 | |
| GIRL SCOUTS OF NORTH-CENTRAL ALABAMA INC | ||||||||
| 105 HEATHERBROOKE PARK DR | BIRMINGHAM | AL | 35242 | N/A | PC | STEM Programs Training for Volunteers Fund | $1,000 | |
| GIRLS II WOMEN WOMENS FORUM INC | ||||||||
| 515 N FLAGLER DR STE 1500 | WEST PALM BEACH | FL | 33401 | N/A | PC | STEM programs | $1,000 | |
| GRANADA HILLS CHARTER | ||||||||
| 10535 ZELZAH AVE | GRANADA HILLS | CA | 91344 | N/A | PC | Engineering Program | $1,500 | |
| GREATER HUNTSVILLE ROTARY FOUNDATION | ||||||||
| 1222 CHESSER DR SE | HUNTSVILLE | AL | 35803 | N/A | PC | the Robotics Team of Mae Jemison High School | $2,930 | |
| Hampton Cove Elementary | ||||||||
| 261 OLD 431 HWY | Hampton Cove | AL | 35763 | N/A | GOV | Hampton Cove Space Club | $2,000 | |
| HAMPTON HIGH SCHOOL | ||||||||
| PO BOX 1176 | HAMPTON | AR | 71744 | N/A | GOV | Robotics Programs | $9,120 | |
| HAMPTON HIGH SCHOOL | ||||||||
| 419 E MAIN ST | HAMPTON | AR | 71744 | N/A | GOV | Flash Drive program | $500 | |
| HAMPTON HIGH SCHOOL | ||||||||
| 419 E MAIN ST | HAMPTON | AR | 71744 | N/A | GOV | Project Lead the Way Program | $500 | |
| HANCOCK COUNTY SCHOOL DISTRICT | ||||||||
| 17304 HWY 603 | KILN | MS | 39556 | N/A | GOV | STEM Club | $750 | |
| HANCOCK MIDDLE SCHOOL | ||||||||
| 7070 STENNIS AIRPORT DR | KILN | MS | 39556 | N/A | GOV | STEM & Robotics Team Fund | $1,250 | |
| HARMONY GROVE HIGH SCHOOL | ||||||||
| 401 QUACHITA RD 88 | CAMDEN | AR | 71701 | N/A | GOV | General & Unrestricted | $50 | |
| HARMONY GROVE HIGH SCHOOL | ||||||||
| 401 QUACHITA RD 88 | CAMDEN | AR | 71701 | N/A | GOV | Charitable Event | $500 | |
| HARMONY GROVE HIGH SCHOOL | ||||||||
| 401 QUACHITA RD 88 | CAMDEN | AR | 71701 | N/A | GOV | Flash Drive program | $560 | |
| HARMONY GROVE HIGH SCHOOL | ||||||||
| 401 QUACHITA RD 88 | CAMDEN | AR | 71701 | N/A | GOV | Project Lead the Way Program | $2,000 | |
| HARMONY GROVE SCHOOL DISTRICT | ||||||||
| 401 OUACHITA 88 | CAMDEN | AR | 71701 | N/A | GOV | PLTW program in K-5 classes | $9,120 | |
| HARVEY MUDD COLLEGE | ||||||||
| 301 PLATT BLVD | CLAREMONT | CA | 91711 | N/A | PC | General & Unrestricted | $300 | |
| Highland Elementary School | ||||||||
| 280 SUNSET BLVD | Baton Rouge | LA | 70808 | N/A | GOV | General & Unrestricted | $259 | |
| HIGHTECH LA | ||||||||
| 17111 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PC | Robotics 2019-2020 season Fund | $1,000 | |
| HIGHTECH LA | ||||||||
| 17111 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PC | The Rocket Project | $2,500 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | General & Unrestricted | $100 | |
| HOUSING PARTNERSHIP INC | ||||||||
| 2001 BLUE HERON BLVD W | RIVIERA BEACH | FL | 33404 | N/A | PC | Mentees on the Move STEM mentoring program | $3,500 | |
| HUNTSVILLE MADISON COUNTY BOTANICAL GARDEN SOCIETY | ||||||||
| 4747 BOB WALLACE AVE SW | HUNTSVILLE | AL | 35805 | N/A | PC | Corporate Partner Program | $2,500 | |
| INFINITY SCIENCE CENTER INC | ||||||||
| PO BOX 580 | PEARLINGTON | MS | 39572 | N/A | PC | STEM programs | $5,150 | |
| INFINITY SCIENCE CENTER INC | ||||||||
| PO BOX 580 | PEARLINGTON | MS | 39572 | N/A | PC | Teacher Professional Development series Fund | $2,500 | |
| Inglemoor HS | ||||||||
| 15500 SIMONDS RD NE | Kenmore | WA | 98028 | N/A | GOV | Robotics Club | $3,000 | |
| JERRY THOMAS ELEMENTARY SCHOOL | ||||||||
| 800 MAPLEWOOD DR | JUPITER | FL | 33458 | N/A | GOV | General & Unrestricted | $250 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHURCH ST | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $250 | |
| KENNEDY ROBOTICS | ||||||||
| 6715 GLORIA DR | SACRAMENTO | CA | 95831 | N/A | PC | 2019 competition season Fund | $1,500 | |
| KETTLE RUN HIGH SCHOOL | ||||||||
| 7403 ACADEMIC AVE | NOKESVILLE | VA | 20181 | N/A | GOV | TARC program | $500 | |
| KIDSQUEST CHILDRENS MUSEUM | ||||||||
| 1116 108TH AVE NE | BELLEVUE | WA | 98004 | N/A | PC | STEM programming Fund | $2,500 | |
| KIDSQUEST CHILDRENS MUSEUM | ||||||||
| 1116 108TH AVE NE | BELLEVUE | WA | 98004 | N/A | PC | STEM programs | $2,000 | |
| LA REINA HIGH SCHOOL | ||||||||
| 106 W JANSS RD | THOUSAND OAKS | CA | 91360 | N/A | PC | Robotics and STEM programs | $1,000 | |
| LAFAYETTE COLLEGE | ||||||||
| 730 HIGH ST 307 MARKEL HALL | EASTON | PA | 18042 | N/A | PC | General & Unrestricted | $175 | |
| LAKE WASHINGTON SCHOOLS FOUNDATION | ||||||||
| PO BOX 83 | REDMOND | WA | 98073 | N/A | PC | STEM related support in elementary/middle schools Fund | $2,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 125 GOODMAN DR | BETHLEHEM | PA | 18015 | N/A | PC | General & Unrestricted | $200 | |
| LITTLE FERRY PUBLIC SCHOOL DISTRICT | ||||||||
| 130 LIBERTY ST | LITTLE FERRY | NJ | 07643 | N/A | GOV | STEM TODAY- SUCCESS TOMORROW program | $3,200 | |
| LITTLE OAK MIDDLE SCHOOL | ||||||||
| 59241 REBEL DR | SLIDELL | LA | 70461 | N/A | GOV | Brainiac's Robotics Team Fund | $1,000 | |
| LITTLE OAK MIDDLE SCHOOL | ||||||||
| 59241 REBEL DR | SLIDELL | LA | 70461 | N/A | GOV | STEM Club | $1,000 | |
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||||
| 333 S BEAUDRY 26TH FL | LOS ANGELES | CA | 90017 | N/A | GOV | Pomelo Community Charter's 2nd grade STEM field trip Fund | $1,000 | |
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||||
| 333 S BEAUDRY 26TH FL | LOS ANGELES | CA | 90017 | N/A | GOV | Reseda Robotics and Engineering Pathway program | $1,000 | |
| LOS ANGELES UNIFIED SCHOOL DISTRICT | ||||||||
| 333 S BEAUDRY 26TH FL | LOS ANGELES | CA | 90017 | N/A | GOV | STEM Curriculum Fund and to purchase Equipment | $1,000 | |
| LOS RIOS FOUNDATION | ||||||||
| 1919 SPANOS CT | SACRAMENTO | CA | 95825 | N/A | PC | MESA Center's Research Fund & Innovation Fund | $2,500 | |
| Colby Pearson | ||||||||
| LOUISIANA TECH UNIVERSITY | RUSTON | LA | 71272 | none | I | Scholarship Grant | $1,000 | PO BOX 7925 ADAMS BLVD RM 240 |
| LOUISIANA TECH UNIVERSITY | ||||||||
| PO BOX 7925 ADAMS BLVD RM 240 | RUSTON | LA | 71272 | N/A | GOV | Patriot Propellant Sifting Stand project | $4,500 | |
| LOUISVILLE HIGH SCHOOL | ||||||||
| 22300 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | N/A | PC | General & Unrestricted | $500 | |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DR STE 2800 | LOS ANGELES | CA | 90045 | N/A | PC | General & Unrestricted | $1,000 | |
| LYNN MEADOWS DISCOVERY CENTER | ||||||||
| 246 DOLAN AVE | GULFPORT | MS | 39507 | N/A | PC | Engineering is Elementary Field Trips Fund | $1,000 | |
| MADISON CITY SCHOOLS | ||||||||
| 211 CELTIC DR | MADISON | AL | 35758 | N/A | GOV | General & Unrestricted | $600 | |
| MAINLAND HIGH SCHOOL | ||||||||
| 1255 W INTERNATIONAL SPEEDWAY BLVD | DAYTONA BEACH | FL | 32114 | N/A | GOV | Academy of Design and Manufacturing Technology Fund | $1,000 | |
| MEDEA CREEK MIDDLE SCHOOL | ||||||||
| 1002 DOUBLETREE RD | OAK PARK | CA | 91377 | N/A | GOV | General & Unrestricted | $300 | |
| MIDDLE SCHOOL OF THE ARTS FOUNDATION INC | ||||||||
| 655 ANCHORAGE DR | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $1,250 | |
| MIRMAN SCHOOL FOR GIFTED CHILDREN | ||||||||
| 16180 MULHOLLAND DR | LOS ANGELES | CA | 90049 | N/A | PC | General & Unrestricted | $150 | |
| MUSEUM OF FLIGHT FOUNDATION | ||||||||
| 9404 E MARGINAL WAY S | TUKWILA | WA | 98108 | N/A | PC | Spaceflight Academy Exhibit | $1,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN INC WEST | ||||||||
| palm beach chapter | WEST PALM BCH | FL | 33416 | N/A | PC | Careers in STEM Education Retreat for Girls Fund | $1,000 | PO BOX 15292 |
| NATIONAL DEFENSE INDUSTRIAL ASSOCIATION | ||||||||
| 2101 WILSON BLVD STE 700 | ARLINGTON | VA | 22201 | N/A | PC | ROTC Scholarship Fund | $2,000 | |
| NATIONAL MERIT SCHOLARSHIP CORPORATION | ||||||||
| 1560 SHERMAN AVE STE 200 | EVANSTON | IL | 60201 | N/A | PC | Scholarship grant program administered and controlled by nmsc | $45,041 | |
| NATIONAL SOCIETY OF BLACK ENGINEERS | ||||||||
| 205 DAINGERFIELD RD | ALEXANDRIA | VA | 22314 | N/A | PC | Los Angeles area 2019 SEEK program | $1,000 | |
| Newport Senior High School | ||||||||
| 4333 FACTORIA BLVD SE | Bellevue | WA | 98006 | N/A | GOV | Newport Rocketry Club | $3,000 | |
| NORTHEAST STATE TECHNICAL COMMUNITY COLLEGE | ||||||||
| foundation | BLOUNTVILLE | TN | 37617 | N/A | PC | scholarship fund | $500 | PO BOX 246 |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | Engineering Science & Applied Mathematics Dept | $250 | |
| OAK PARK HIGH SCHOOL | ||||||||
| 899 N KANAN RD | OAK PARK | CA | 91377 | N/A | GOV | General & Unrestricted | $1,200 | |
| OAK PARK HIGH SCHOOL | ||||||||
| 899 N KANAN RD | OAK PARK | CA | 91377 | N/A | GOV | Rocket Program | $1,000 | |
| OAKS CHRISTIAN SCHOOL | ||||||||
| 31749 LA TIENDA RD | WESTLAKE VLG | CA | 91362 | N/A | PC | Rocketry class/Aerospace Engineering Fund | $1,500 | |
| ODEA HIGH SCHOOL | ||||||||
| 802 TERRY AVE | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $250 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 1480 W LN AVE | COLUMBUS | OH | 43221 | N/A | PC | General & Unrestricted | $100 | |
| ORANGE COUNTY EDUCATIONAL FOUNDATION | ||||||||
| 200 DAILEY DR | ORANGE | VA | 22960 | N/A | SO II | FIRST Robotics program | $1,000 | |
| ORANGE COUNTY PUBLIC SCHOOLS | ||||||||
| 200 DAILEY DR | ORANGE | VA | 22960 | N/A | GOV | Orange County STEM Bus Fund | $1,500 | |
| ORANGE COUNTY PUBLIC SCHOOLS | ||||||||
| 200 DAILEY DR | ORANGE | VA | 22960 | N/A | GOV | Orange County STEM programs | $4,000 | |
| Halley Bryant | ||||||||
| OUACHITA BAPTIST UNIVERSITY | ARKADELPHIA | AR | 71998 | none | I | Scholarship Grant | $1,000 | OBU BOX 3772 |
| Grace Emma Tidwell | ||||||||
| OUACHITA BAPTIST UNIVERSITY | ARKADELPHIA | AR | 71998 | none | I | Scholarship grant | $1,000 | OBU BOX 3772 |
| PACIFIC SCIENCE CENTER FOUNDATION | ||||||||
| 200 2ND AVE N | SEATTLE | WA | 98109 | N/A | PC | School Group Visit Assistance program | $2,000 | |
| PALM CITY ELEMENTARY SCHOOL | ||||||||
| 1951 SW 34TH ST | PALM CITY | FL | 34990 | N/A | GOV | General & Unrestricted | $400 | |
| Palos Verdes Intermediate | ||||||||
| 2161 VIA OLIVERA | Palos Verdes Estates | CA | 90274 | N/A | GOV | General & Unrestricted | $600 | |
| PICAYUNE SCHOOL DISTRICT | ||||||||
| 706 GOODYEAR BLVD | PICAYUNE | MS | 39466 | N/A | GOV | Pearl River County FIRST Robotics Fund | $1,000 | |
| Mya Campbell | ||||||||
| PRAIRIE VIEW AM UNIVERSITY | PRAIRIE VIEW | TX | 77446 | none | I | Scholarship Grant | $1,000 | PO BOX 519 MS 1329 |
| PURDUE UNIVERSITY | ||||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | N/A | PC | General & Unrestricted | $200 | |
| PURDUE UNIVERSITY | ||||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | N/A | PC | Students for the Exploration and Development of Space Program | $5,000 | |
| Jillian Bennett | ||||||||
| RANDOLPH-MACON COLLEGE | ASHLAND | VA | 23005 | none | I | Scholarship Grant | $500 | PO BOX 5005 |
| RECREATE | ||||||||
| 8417 WASHINGTON BLVD 135 | ROSEVILLE | CA | 95678 | N/A | PC | STEM programs | $3,000 | |
| RECREATE | ||||||||
| 8417 WASHINGTON BLVD 135 | ROSEVILLE | CA | 95678 | N/A | PC | STEM programs | $1,000 | |
| RED OAK ELEMENTARY SCHOOL | ||||||||
| 4857 ROCKFIELD ST | OAK PARK | CA | 91377 | N/A | GOV | General & Unrestricted | $350 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC DAVIS | ||||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | N/A | PC | NASA Student Launch Eclipse team Fund | $1,000 | |
| Angeline Blancia | ||||||||
| REGENTS UNIVERSITY OF CALIFORNIA LO | LOS ANGELES | CA | 90095 | none | I | Scholarship Grant | $1,000 | 1125 MURPHY HALL 405 HILGARD AVE |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 1125 MURPHY HALL 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA Rocket Project | $5,000 | |
| RENTON SCHOOL DISTRICT | ||||||||
| 300 SW 7TH ST | RENTON | WA | 98057 | N/A | GOV | General & Unrestricted | $150 | |
| Rio Americano High | ||||||||
| 4540 AMERICAN RIVER DR | Sacramento | CA | 95864 | N/A | GOV | First Robotics team Fund | $1,000 | |
| Rocklin High | ||||||||
| 5301 VICTORY LN | Rocklin | CA | 95765 | N/A | GOV | 2019-2020 Robotics season Fund | $1,000 | |
| Rockwell Elementary | ||||||||
| 11125 - 162ND AVE NE | Redmond | WA | 98052 | N/A | GOV | General & Unrestricted | $1,000 | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||
| 5500 WABASH AVE | TERRE HAUTE | IN | 47803 | N/A | PC | General & Unrestricted | $500 | |
| ROSEMONT HIGH SCHOOL BOOSTERS | ||||||||
| 9594 KIEFER BLVD | SACRAMENTO | CA | 95827 | N/A | PC | Rosemont Robotics Fund | $1,000 | |
| SAINT JOHN PAUL THE GREAT CATHOLIC HIGH SCHOOL | ||||||||
| 17700 DOMINICAN DR | DUMFRIES | VA | 22026 | N/A | PC | General & Unrestricted | $800 | |
| Kevin Garcia | ||||||||
| SAN DIEGO STATE UNIVERSITY | SAN DIEGO | CA | 92182 | none | I | Scholarship Grant | $1,000 | 5500 CAMPANILE DR |
| SCHOOL OF THE ARTS FOUNDATION INC | ||||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | N/A | PC | General & Unrestricted | $300 | |
| Science Hill High School | ||||||||
| 251 COTTY JONES LN | Johnson City | TN | 37604 | N/A | GOV | Topper Robotics team fund | $1,000 | |
| SCIENCE HILL HIGH SCHOOL | ||||||||
| 1509 JOHN EXUM PKWY | JOHNSON CITY | TN | 37604 | N/A | GOV | STEM programs | $250 | |
| SIERRA CANYON HIGH SCHOOL FOUNDATION | ||||||||
| 20801 RINALDI ST | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $100 | |
| SIERRA COLLEGE FOUNDATION | ||||||||
| 5100 SIERRA COLLEGE BLVD | ROCKLIN | CA | 95677 | N/A | PC | Engineering Program | $1,500 | |
| SMACKOVER HIGH SCHOOL | ||||||||
| 1 BUCKAROO LN | SMACKOVER | AR | 71762 | N/A | GOV | Flash Drive program | $850 | |
| SMACKOVER HIGH SCHOOL | ||||||||
| 1 BUCKAROO LN | SMACKOVER | AR | 71762 | N/A | GOV | Project Lead the Way Program | $1,000 | |
| SMACKOVER HIGH SCHOOL | ||||||||
| 1 BUCKAROO LN | SMACKOVER | AR | 71762 | N/A | GOV | STEM programs | $9,120 | |
| SNOHOMISH SCHOOL DISTRICT | ||||||||
| 1601 AVE D | SNOHOMISH | WA | 98290 | N/A | GOV | Glacier Peak HS FIRST Robotics FRC Team 2930 Sonic Squirrels Fund | $1,000 | |
| SNOHOMISH SCHOOL DISTRICT | ||||||||
| 1601 AVE D | SNOHOMISH | WA | 98290 | N/A | GOV | Glacier Peak HS FIRST Robotics FRC Team 2930 Sonic Squirrels Fund | $2,000 | |
| SOCIETY FOR SCIENCE & THE PUBLIC | ||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Achievement Awards Fund at ISEF 2020 & special award sponsor fund | $10,500 | |
| SOCIETY OF WOMEN ENGINEERS | ||||||||
| PO BOX 4084 | DAVIS | CA | 95617 | N/A | PC | SWE Scholarship fund | $1,000 | |
| SOCORRO HIGH | ||||||||
| 1200 MICHIGAN ST | SOCORRO | NM | 87801 | N/A | GOV | Science Fair Fund | $1,000 | |
| SOIL BORN FARM URBAN AGRICULTURE PROJECT | ||||||||
| PO BOX 661175 | SACRAMENTO | CA | 95866 | N/A | PC | Adopt-a-School program | $1,000 | |
| SOUTH FLORIDA SCIENCE CENTER & AQUARIUM INC | ||||||||
| 4801 DREHER TRL N | WEST PALM BCH | FL | 33405 | N/A | PC | GEMS Club | $2,000 | |
| SOUTH FLORIDA SCIENCE CENTER & AQUARIUM INC | ||||||||
| 4801 DREHER TRL N | WEST PALM BCH | FL | 33405 | N/A | PC | RL10 Engine Exhibit | $6,000 | |
| Moriah Antoinette Silen | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY | MAGNOLIA | AR | 71753 | none | I | Scholarship Grant | $1,000 | 100 E UNIVERSITY MSC 9403 |
| SOUTHERN ARKANSAS UNIVERSITY FOUNDATION INC | ||||||||
| P O BOX 9174 | MAGNOLIA | AR | 71754 | N/A | PC | Rocket Workshop Fund | $4,700 | |
| SOUTHERN ARKANSAS UNIVERSITY TECH FOUNDATION | ||||||||
| PO BOX 3499 | CAMDEN | AR | 71711 | N/A | PC | General & Unrestricted | $1,000 | |
| Jamie Renea Barker | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY TECH F | CAMDEN | AR | 71711 | none | I | Scholarship Grant | $1,000 | PO BOX 3499 |
| Kaylee Brianna Hopkins | ||||||||
| SOUTHERN ARKANSAS UNIVERSITY TECH F | CAMDEN | AR | 71711 | none | I | Scholarship Grant | $1,000 | PO BOX 3499 |
| SOUTHERN ARKANSAS UNIVERSITY TECH FOUNDATION | ||||||||
| PO BOX 3499 | CAMDEN | AR | 71711 | N/A | PC | Robotics Program | $5,000 | |
| SOUTHERN OAKS MIDDLE SCHOOL | ||||||||
| 5500 NE SAINT JAMES DR | PORT ST LUCIE | FL | 34983 | N/A | GOV | General & Unrestricted | $50 | |
| SPARTA HIGH SCHOOL | ||||||||
| 70 W MOUNTAIN RD | SPARTA | NJ | 07871 | N/A | GOV | Robotics & STEM Programs | $1,000 | |
| SPOTSYLVANIA HIGH SCHOOL | ||||||||
| 6975 COURTHOUSE RD | SPOTSYLVANIA | VA | 22551 | N/A | GOV | TARC & Engineering Design Programs | $1,000 | |
| SQUARE ROOT ACADEMY | ||||||||
| 2417 21ST ST | SACRAMENTO | CA | 95818 | N/A | PC | STEM Enrichment Series I (SES I) Program | $2,000 | |
| ST AUGUSTINE ACADEMY INC | ||||||||
| 130 S WELLS RD | VENTURA | CA | 93004 | N/A | PC | General & Unrestricted | $1,150 | |
| ST BERNARD HIGH SCHOOL | ||||||||
| 9100 FALMOUTH AVE | PLAYA DEL REY | CA | 90293 | N/A | PC | General & Unrestricted | $1,000 | |
| ST BERNARD HIGH SCHOOL | ||||||||
| 9100 FALMOUTH AVE | PLAYA DEL REY | CA | 90293 | N/A | PC | VEX Robotics Program | $2,000 | |
| ST JOSEPH SCHOOL | ||||||||
| 700 18TH AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $1,000 | |
| ST MARTIN UPPER ELEMENTARY | ||||||||
| 11000 YELLOWJACKET BLVD | Ocean Springs | MS | 39564 | N/A | GOV | Jr Jackets STEAM Team Robotics: Building Futures Fund | $250 | |
| SUFFIELD ACADEMY | ||||||||
| PO BOX 999 | SUFFIELD | CT | 06078 | N/A | PC | General & Unrestricted | $250 | |
| SULPHUR SPRINGS ELEMENTARY SCHOOL | ||||||||
| 1518 GRAY STA SULPHUR SPRINGS RD | JONESBOROUGH | TN | 37659 | N/A | GOV | Partners in Education program | $1,000 | |
| Sunrise Elementary | ||||||||
| 14075 172 AV NE | Redmond | WA | 98052 | N/A | GOV | General & Unrestricted | $300 | |
| SWERVE ROBOTICS INC | ||||||||
| 18606 201ST AVE NE | WOODINVILLE | WA | 98077 | N/A | PC | Competition Registration fund for FIRST Robotics in the Northshore Community | $1,000 | |
| TEAM 1912 BOOSTER CLUB | ||||||||
| 100 PANTHER DR | SLIDELL | LA | 70461 | N/A | PC | 2020 competition season Fund | $1,000 | |
| TEAMSTEELE INC | ||||||||
| 63 E 11400 S 203 | SANDY | UT | 84070 | N/A | PC | TARC program | $2,000 | |
| THE HILL SCHOOL | ||||||||
| 860 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $505 | |
| THE SCHOOLS FOUNDATION INC | ||||||||
| PO BOX 763 | HUNTSVILLE | AL | 35804 | N/A | PC | A+ College Ready Program | $1,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $700 | |
| THOMAS AQUINAS COLLEGE | ||||||||
| 10000 OJAI RD | SANTA PAULA | CA | 93060 | N/A | PC | General & Unrestricted | $350 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $55 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| PO BOX 55036 | BOSTON | MA | 02205 | N/A | PC | General & Unrestricted | $200 | |
| U S SPACE & ROCKET CENTER EDUCATION FOUNDATION | ||||||||
| 1 TRANQUILITY BASE | HUNTSVILLE | AL | 35805 | N/A | SO III FI | Space Camp Scholarship Fund | $1,000 | |
| UNITED WAY OF WASHINGTON COUNTY TENNESSEE INC | ||||||||
| 1907 N ROAN ST STE 409 | JOHNSON CITY | TN | 37601 | N/A | PC | Pacesetter Campaign | $500 | |
| Unity School | ||||||||
| 259 BOONSHILL-PETERSBURG RD | Petersburg | TN | 37144 | N/A | GOV | General & Unrestricted | $750 | |
| UNIVERSITY FOUNDATION AT SACRAMENTO STATE | ||||||||
| 6000 J ST | SACRAMENTO | CA | 95819 | N/A | PC | Sacramento State Principles of Manufacturing Revamp Project | $2,000 | |
| UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION | ||||||||
| SHELBIE KING HALL 304 | HUNTSVILLE | AL | 35899 | N/A | PC | General & Unrestricted | $500 | |
| UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION | ||||||||
| SHELBIE KING HALL 304 | HUNTSVILLE | AL | 35899 | N/A | PC | Alabama CubeSat Initiative | $4,500 | |
| UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION | ||||||||
| SHELBIE KING HALL 304 | HUNTSVILLE | AL | 35899 | N/A | PC | AR Propulsion Scholarship Fund, Tech Trek, inspiress and ramp up programs | $5,500 | |
| Tymber Hodnett | ||||||||
| UNIVERSITY OF ARKANSAS AT MONTICELL | MONTICELLO | AR | 71655 | none | I | Scholarship Grant | $1,000 | PO BOX 3470 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $200 | |
| romona dong | ||||||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | LA JOLLA | CA | 92093 | none | I | Scholarship Grant | $1,000 | 9500 GILMAN DR |
| Jessica Rosas | ||||||||
| UNIVERSITY OF CALIFORNIA- DAVIS | DAVIS | CA | 95617 | none | I | Scholarship Grant | $1,000 | PO BOX 1296 |
| Lauren Hope Smith | ||||||||
| UNIVERSITY OF CENTRAL ARKANSAS FOUN | CONWAY | AR | 72035 | none | I | Scholarship Grant | $1,000 | UCA - 4986 201 DONAGHEY ST |
| Laynie Elizabeth Clark | ||||||||
| UNIVERSITY OF CENTRAL ARKANSAS FOUN | CONWAY | AR | 72035 | none | I | Scholarship Grant | $1,000 | UCA - 4986 201 DONAGHEY ST |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | N/A | GOV | Board of Trustees Scholarship Fund | $4,500 | |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||||
| 12424 RESEARCH PKWY STE 250 | ORLANDO | FL | 32826 | N/A | PC | Rocketry Club | $1,500 | |
| UNIVERSITY OF DAYTON | ||||||||
| 300 COLLEGE PARK AVE | DAYTON | OH | 45469 | N/A | PC | General & Unrestricted | $1,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | General & Unrestricted | $175 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | Liquid Propulsion Development Team fund | $1,500 | |
| Anna Catherine Dawson | ||||||||
| UNIVERSITY OF MISSISSIPPI | UNIVERSITY | MS | 38677 | none | I | Scholarship Grant | $1,000 | 306 KINARD |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $200 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PC | General & Unrestricted | $1,300 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 1150 S OLIVE ST 25TH FL | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $100 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | General & Unrestricted | $1,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 1900 COMMERCE ST | TACOMA | WA | 98402 | N/A | PC | Aeronautics & Astronautics (UWAA) Senior Capstone Design Projects | $5,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 1900 COMMERCE ST | TACOMA | WA | 98402 | N/A | PC | Women in Aerospace program | $3,000 | |
| URBAN LEAGUE OF PALM BEACH COUNTY INC | ||||||||
| 1700 N AUSTRALIAN AVE | WEST PALM BCH | FL | 33407 | N/A | PC | Charitable Event | $1,000 | |
| Brigit Elizabeth Keating | ||||||||
| VIRGINIA POLYTECHNIC INSTITUTE AND | BLACKSBURG | VA | 24061 | none | I | Scholarship Grant | $500 | 800 WASHINGTON ST SW STE 150 |
| Emily Clair Warhol | ||||||||
| VIRGINIA POLYTECHNIC INSTITUTE AND | BLACKSBURG | VA | 24061 | none | I | Scholarship Grant | $1,000 | 800 WASHINGTON ST SW STE 150 |
| Jace Clemmer | ||||||||
| VIRGINIA POLYTECHNIC INSTITUTE AND | BLACKSBURG | VA | 24061 | none | I | Scholarship Grant | $1,000 | 800 WASHINGTON ST SW STE 150 |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| 902 PRICES FORK RD STE 4500 | BLACKSBURG | VA | 24061 | N/A | PC | General & Unrestricted | $950 | |
| VIRGINIAFIRST | ||||||||
| 2500 W BROAD ST | RICHMOND | VA | 23220 | N/A | PC | 2019-2020 FIRST Chesapeake Season Fund | $4,500 | |
| WAKEFIELD SCHOOL INC | ||||||||
| PO BOX 107 | THE PLAINS | VA | 20198 | N/A | PC | General & Unrestricted | $500 | |
| WARREN COUNTY HIGH SCHOOL | ||||||||
| 155 WESTMINSTER DR | FRONT ROYAL | VA | 22630 | N/A | GOV | General & Unrestricted | $750 | |
| WASHINGTON AEROSPACE SCHOLARS FOUNDATION | ||||||||
| 9404 E MARGINAL WAY S | TUKWILA | WA | 98108 | N/A | PC | Washington Aerospace Scholars Fund | $1,000 | |
| WASHINGTON FIRST ROBOTICS | ||||||||
| 21238 68TH AVE S | KENT | WA | 98032 | N/A | PC | Team #8628 (Chickenados) Fund | $3,000 | |
| WEATHERBEE ELEMENTARY SCHOOL | ||||||||
| 800 E WEATHERBEE RD | FORT PIERCE | FL | 34982 | N/A | GOV | General & Unrestricted | $150 | |
| Weatherly Heights Elementary School | ||||||||
| 1307 CANNSTATT DR SE | Huntsville | AL | 35803 | N/A | GOV | General & Unrestricted | $50 | |
| WEST VALLEY BOYS & GIRLS CLUB | ||||||||
| 7245 REMMET AVE | CANOGA PARK | CA | 91303 | N/A | PC | STEM Programs | $10,000 | |
| WEST VALLEY CHRISTIAN CHURCH CORPORATION | ||||||||
| 22450 SHERMAN WAY | WEST HILLS | CA | 91307 | N/A | PC | STEM programs | $1,000 | |
| WEST VIEW ELEMENTARY SCHOOL | ||||||||
| 2847 OLD STATE RTE 34 | LIMESTONE | TN | 37681 | N/A | GOV | partners in education program | $1,000 | |
| WEST VIRGINIA UNIVERSITY | ||||||||
| B-33 STEWART HALL PO BOX 6003 | MORGANTOWN | WV | 26506 | N/A | PC | 2019-2020 season fund | $2,500 | |
| WILLIAM CAREY UNIVERSITY | ||||||||
| 710 WILLIAM CAREY PKWY | HATTIESBURG | MS | 39401 | N/A | PC | General & Unrestricted | $100 | |
| WOMEN OF AT&T - SACRAMENTO CHAPTER | ||||||||
| 3900 CHANNEL DR | W SACRAMENTO | CA | 95691 | N/A | PC | Charitable Event | $1,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN | ||||||||
| los angeles - north valley family y | PORTER RANCH | CA | 91326 | N/A | PC | North Valley Family YMCA Child Care STEM activities program for after school and summer camp curriculum fund | $1,000 | 11336 CORBIN AVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,312 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,421 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $584,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $584,345 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DonateWell | ||||||
| 1 | 3955 Faber Place Dr Ste 100 | N Charleston | SC | 294058565 | $10,203 | Yes (X) |
| United Way Worldwide | ||||||
| 2 | 701 North Fairfax Str | Alexandra | VA | 22314 | $6,870 | Yes (X) |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rob Shenton | PersonNm |
| Short Explanation | * resigned from foundation in FYE 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (166 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE - 3.750% - 11/ | $27,001 | $28,323 |
| AECOM NOTE - 5.875% - 10/15/20 | $9,473 | $9,833 |
| AES CORP BD - 5.500% - 04/15/2 | $9,416 | $9,326 |
| AIR LEASE CORP MTN - 3.250% - | $15,795 | $15,901 |
| ALLY FINL INC - 4.625% - 05/19 | $8,994 | $9,428 |
| ALLY FINL INC - 8.000% - 03/15 | $22,230 | $20,278 |
| AMAZON - 3.800% - 12/05/2024 | $28,593 | $29,185 |
| AMC NETWORKS INC - 4.750% - 08 | $9,888 | $9,913 |
| AMERICAN EXPRESS - 2.750% - 05 | $15,196 | $15,235 |
| AMERICAN EXPRESS CREDIT MTN BO | $9,877 | $10,704 |
| AMERICAN TOWER CORP - 3.600% - | $10,493 | $10,529 |
| AMERIGAS PARTNERS L P NOTE - 5 | $9,338 | $9,878 |
| ANHEUSER BUSCH - 4.150% - 01/2 | $10,968 | $10,883 |
| ANTERO MIDSTREAM PARTNERS - 5. | $10,643 | $9,405 |
| APPLE - 3.000% - 11/01/2027 | $24,927 | $26,199 |
| ASBURY AUTOMOTIVE GROUP - 6.00 | $9,881 | $10,313 |
| AT&T - 4.250% - 03/01/2027 | $28,071 | $29,443 |
| AT&T INC - 4.125% - 02/17/2026 | $14,514 | $15,113 |
| AUTOMATIC DATA PROCESSING - 3. | $19,978 | $21,291 |
| BALL - 4.375% - 12/15/2020 | $10,400 | $10,200 |
| BALL CORP - 4.000% - 11/15/202 | $9,016 | $9,405 |
| BANK AMER CORP - 3.500% - 04/1 | $27,689 | $28,659 |
| BANK AMER CORP - 3.550% - 03/0 | $15,590 | $15,575 |
| BANK NEW YORK - 3.650% - 02/04 | $19,927 | $21,240 |
| BANK OF AMERICA CORP - 3.004% | $15,392 | $15,314 |
| BCS CONTINGENT ON MXEF< RTY & | $147,205 | $99,999 |
| BERKSHIRE HATHAWAY INC - 0.000 | $27,203 | $27,720 |
| BERRY PLASTICS - 5.125% - 07/1 | $10,435 | $10,263 |
| BLUE CUBE SPINCO INC - 10.000% | $9,672 | $8,920 |
| BOSTON PPTYS LTD PARTNERSHIP N | $23,651 | $25,206 |
| BOYD GAMING CORP - 6.375% - 04 | $10,665 | $10,675 |
| BOYD GAMING CORP - 6.875% - 05 | $9,585 | $9,309 |
| BROADCOM CORP/BROADCOM CAYMAN | $9,924 | $10,201 |
| CABLEVISION SYS - 5.875% - 09/ | $9,400 | $9,698 |
| CAPITAL ONE - 3.200% - 02/05/2 | $24,867 | $25,781 |
| CAPITAL ONE - 4.200% - 10/29/2 | $14,715 | $15,020 |
| CBS OUTDOOR AMERS CAP LLC BOND | $10,475 | $10,260 |
| CCO HLDGS LLC - 5.750% - 09/01 | $10,149 | $10,200 |
| CDW LLC - 5.500% - 12/01/2024 | $9,524 | $9,926 |
| CENTENE CORP DEL - 4.750% - 01 | $10,244 | $10,389 |
| CENTENE CORP NTS - 4.750% - 05 | $10,380 | $10,200 |
| CF INDS INC - 3.450% - 06/01/2 | $4,963 | $5,106 |
| CHARTER COMMUNICATIONS - 5.050 | $10,092 | $10,148 |
| CHARTER COMMUNICATIONS - 6.384 | $9,304 | $9,992 |
| CHEVRON CORP - 2.954% - 05/16/ | $24,423 | $26,293 |
| CISCO SYSTEMS - 2.200% - 02/28 | $26,741 | $27,136 |
| CITIGROUP INC NOTE - 2.700% - | $26,768 | $27,425 |
| CITIGROUP INC NOTE - 4.600% - | $22,937 | $23,113 |
| COCA-COLA CO/THE BOND - 2.450% | $27,282 | $27,161 |
| COMET 2019-A1 - 2.840% - 12/16 | $30,213 | $30,626 |
| CONCHO RES INC NOTE - 4.375% - | $10,419 | $10,339 |
| CROWN AMERICAS NOTE - 4.500% - | $9,304 | $9,410 |
| CSC HLDGS INC NOTE - 5.250% - | $8,706 | $9,675 |
| CSC HOLDINGS BOND - 6.750% - 1 | $10,763 | $10,763 |
| DAVITA HEALTHCARE NT - 5.000% | $10,175 | $10,317 |
| DAVITA HEALTHCARE PTNRS - 5.12 | $10,188 | $10,263 |
| DCP MIDSTREAM OPERATING PL - 5 | $9,518 | $9,585 |
| DEERE & CO SR NT - 2.600% - 06 | $27,110 | $27,446 |
| DIAMOND OFFSHORE DRILLING INC | $11,578 | $8,800 |
| DISH DBS CORP - 5.875% - 11/15 | $8,675 | $9,969 |
| DISH DBS CORP NOTE - 5.000% - | $10,025 | $10,102 |
| DOW DUPONT - 4.493% - 11/15/20 | $26,197 | $27,506 |
| EDISON INTL - 5.750% - 06/15/2 | $15,759 | $15,328 |
| ELDORADO RESORTS INC - 6.000% | $9,068 | $9,454 |
| EMC CORP - 3.375% - 06/01/2023 | $9,675 | $10,088 |
| ENCOMPASS HEALTH CORP - 4.500% | $10,225 | $10,250 |
| ENERGY TRANSFER OPERATING LP - | $14,284 | $15,465 |
| FIFTH THIRD BANCORP - 3.650% - | $27,351 | $28,392 |
| FISERV INC NOTE - 3.800% - 10/ | $27,046 | $28,500 |
| FREEPORT-MCMORAN NT - 3.550% - | $9,725 | $10,063 |
| GENERAL MOTORS - 6.250% - 10/0 | $8,494 | $9,986 |
| GENERAL MOTORS CO - 2.593% - 0 | $14,078 | $14,026 |
| GOLDMAN SACHS CORP MTN ZERO - | $299,999 | $312,839 |
| GOLDMAN SACHS GROUP INC - 3.85 | $26,078 | $28,762 |
| GOLDMAN SACHS GROUP NOTE - 2.8 | $14,823 | $15,168 |
| GRAPHIC PACKAGING - 4.750% - 0 | $10,487 | $10,238 |
| HCA INC - 5.250% - 06/15/2026 | $10,038 | $10,056 |
| HCA INC - 5.375% - 02/01/2025 | $9,450 | $9,950 |
| HCA INC - 5.875% - 05/01/2023 | $9,686 | $9,923 |
| HCA INC NOTE - 4.750% - 05/01/ | $14,960 | $14,964 |
| HEALTHSOUTH - 5.750% - 11/01/2 | $7,088 | $7,096 |
| HILTON WORLDWIDE - 4.875% - 04 | $9,251 | $9,540 |
| HILTON WORLDWIDE FINANCE - 4.6 | $10,145 | $10,300 |
| HOME DEPOT INC - 2.125% - 09/1 | $26,131 | $27,026 |
| HSBC HLDGS PLC SR GLBL NT - 4. | $14,336 | $14,588 |
| HSBC USA INC - 0.000% - 12/23/ | $399,999 | $379,119 |
| HUNTINGTON BANCSHARES - 2.300% | $26,613 | $27,110 |
| HUNTSMAN INTL LLC - 4.500% - 0 | $9,271 | $9,512 |
| INTEL CORP - 3.150% - 05/11/20 | $9,967 | $10,595 |
| INTERNATIONAL LEASE FIN CORP - | $10,359 | $9,554 |
| IRON MOUNTAIN INC BOND - 5.750 | $10,181 | $10,132 |
| JPMORGAN CHASE LESSER OF PHEON | $749,999 | $738,149 |
| KENNEDY WILSON INC - 5.875% - | $9,315 | $9,243 |
| KEYCORP SER I - 5.100% - 03/24 | $29,173 | $28,045 |
| LAMAR MEDIA CORP - 5.000% - 05 | $10,338 | $10,163 |
| LENNAR - 4.750% - 05/30/2025 | $9,351 | $9,666 |
| LENNAR CORP - 4.750% - 11/29/2 | $9,845 | $9,698 |
| LEUCADIA NATL CORP - 5.500% - | $9,675 | $9,823 |
| LEVEL 3 COMMUNICATIONS - 5.750 | $11,100 | $11,000 |
| LEVEL 3 FINANCING INC - 5.375% | $10,454 | $10,329 |
| LIFE STORAGE LP - 3.875% - 12/ | $14,937 | $15,909 |
| LKQ CORP BOND - 4.750% - 05/15 | $10,288 | $10,163 |
| LOWES COS INC NOTE CALL - 2.50 | $24,936 | $27,093 |
| MCDONALDS CORP - 3.700% - 01/3 | $26,059 | $26,884 |
| METLIFE INC - 4.368% - 09/15/2 | $22,773 | $22,704 |
| MGIC INVT CORP - 5.750% - 08/1 | $19,728 | $19,890 |
| MGM RESORTS INTERNATIONAL - 6. | $18,622 | $19,817 |
| MICRON TECHNOLOGY INC - 5.327% | $9,310 | $10,085 |
| MICROSOFT CORP SR NT - 3.000% | $27,648 | $27,275 |
| MORGAN STANLEY - 3.772% - 01/2 | $28,849 | $29,033 |
| MORGAN STANLEY - 5.000% - 11/2 | $14,043 | $14,623 |
| MPT OPERATING PTN - 5.250% - 0 | $10,394 | $10,627 |
| MURPHY OIL - 6.875% - 08/15/20 | $9,664 | $9,420 |
| NABORS INDS INC - 5.500% - 01/ | $9,700 | $9,570 |
| NATIONSTAR MORT CAP - 6.500% - | $11,171 | $11,042 |
| NETFLIX INC - 5.500% - 02/15/2 | $9,414 | $9,506 |
| NRG ENERGY INC - 7.250% - 05/1 | $9,914 | $9,855 |
| OCCIDENTAL PETROLEUM - 2.700% | $25,209 | $26,134 |
| OCEANEERING INTL INC CALL MAKE | $9,725 | $8,925 |
| ORACLE CORP - 3.625% - 07/15/2 | $30,038 | $31,670 |
| PHILLIPS 66 - 4.300% - 04/01/2 | $28,751 | $28,405 |
| PMORGAN CHASE FINL CO - 0.000% | $299,999 | $299,999 |
| PULTEGROUP INC - 5.500% - 03/0 | $9,641 | $9,979 |
| RADIAN GROUP INC - 4.875% - 03 | $10,088 | $10,475 |
| REGIONS FINL CORP - 3.200% - 0 | $27,540 | $27,318 |
| ROYAL CARIBBEAN CRUISES LTD - | $9,894 | $9,743 |
| SABINE PASS LIQUEFACTION - 5.6 | $16,058 | $15,642 |
| SBA COMM CORP - 4.880% - 07/15 | $10,172 | $10,138 |
| SBA COMMUNICATIONS CORP - 4.87 | $9,973 | $10,368 |
| SERVICE CORP INTL NT - 5.375% | $9,489 | $9,270 |
| SIMON PPTY GROUP LP - 3.375% - | $25,128 | $26,278 |
| SOUTHERN CO NOTE - 2.350% - 07 | $14,601 | $15,056 |
| SPRINGLEAF FINANCE CORP - 8.25 | $11,083 | $10,588 |
| SPRINGLEAF FINANCE CORPORATION | $9,884 | $10,350 |
| SPRINT CORP NOTE - 0.079% - 09 | $10,050 | $9,878 |
| SPRINT CORP NTS B/E - 11.500% | $10,892 | $10,389 |
| SPRINT CORPORATION - 7.625% - | $9,983 | $9,821 |
| STARWOOD PPTY - 5.000% - 12/15 | $9,366 | $9,371 |
| STATE STR CORP NOTE - 2.354% - | $27,047 | $27,073 |
| STEEL DYNAMICS - 5.250% - 04/1 | $10,325 | $10,207 |
| SUMMIT MATERIALS LLC NOTE - 6. | $10,395 | $10,175 |
| T MOBILE USA INC - 6.500% - 01 | $10,574 | $10,350 |
| TARGET CORP - 3.875% - 07/15/2 | $20,888 | $20,243 |
| TELEFLEX INC - 4.625% - 11/15/ | $10,163 | $10,550 |
| THE ADT CORPORATION - 6.250% - | $9,907 | $9,540 |
| TOLL BROS FIN CORP - 4.875% - | $9,423 | $9,743 |
| TRANSDIGM INC - 7.500% - 03/15 | $9,784 | $9,720 |
| TRANSDIGM INC NOTE NOTE - 6.50 | $9,148 | $9,349 |
| UNITED CONTL HLDGS INC - 4.875 | $9,262 | $9,495 |
| UNITED RENTALS NORTHAMER INC - | $9,702 | $9,650 |
| VALERO ENERGY CORP - 3.400% - | $18,764 | $20,767 |
| VERISIGN - 0.000% - 05/01/2023 | $10,271 | $10,163 |
| VERIZON COMMUNICATIONS INC - 5 | $30,065 | $30,007 |
| VERIZON OWNER TRUST SER 2018-A | $22,160 | $22,385 |
| VISA INC NOTE - 3.150% - 12/14 | $26,109 | $28,619 |
| VMWARE INC - 3.900% - 08/21/20 | $13,755 | $15,726 |
| WALGREENS BOOTS ALLIANCE - 3.4 | $14,177 | $15,261 |
| WELLS FARGO & CO - 2.406% - 10 | $26,952 | $26,946 |
| WELLS FARGO &COMPANYMTN CALL M | $23,076 | $23,245 |
| WESTERN DIGITAL CORP - 4.750% | $10,298 | $10,320 |
| WEYERHAEUSER REAL ESTATE CO NO | $9,698 | $9,698 |
| WPX ENERGY INC - 5.750% - 06/0 | $10,075 | $10,262 |
| WYNDHAM DESTINATIONS - 4.250% | $10,134 | $10,278 |
| XEROX CORPORATION NOTE - 4.500 | $10,146 | $10,250 |
| ZAYO GROUP LLC/ZAYO CAP INC NO | $9,362 | $9,225 |
| ZOETIS INC - 3.000% - 09/12/20 | $26,437 | $27,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (159 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $54,098 | $54,305 |
| ALLSTATE CORP | $8,518 | $9,910 |
| ALPHABET INC CL A | $51,249 | $80,854 |
| ALTICE USA INC | $4,551 | $4,835 |
| ALTRIA GROUP INC | $22,944 | $17,644 |
| AMAZON COM | $30,604 | $91,841 |
| AMCOR LTD ORD SHS | $10,809 | $10,075 |
| AMER INTERNATIONAL GROUP INC | $22,233 | $23,802 |
| AMERICAN EXPRESS CO | $11,018 | $13,453 |
| AMERICAN TOWER REIT INC | $19,300 | $29,108 |
| AMGEN INC | $22,397 | $26,758 |
| ANALOG DEVICES INC | $11,128 | $13,441 |
| ANHEUSER BUSCH COS INC | $41,834 | $37,533 |
| ANTHEM INC | $16,402 | $17,031 |
| AON PLC | $7,190 | $8,755 |
| APPLE INC | $43,364 | $68,416 |
| AT&T, INC | $54,269 | $56,145 |
| AUTOZONE INC | $15,776 | $17,669 |
| BAKER HUGHES A GE COMPANY | $22,622 | $18,766 |
| BANK OF AMERICA CORP | $97,498 | $113,121 |
| BARRICK GOLD CORPORATION | $13,268 | $16,481 |
| BB&T CP | $4,365 | $4,815 |
| BCE INC | $39,168 | $39,898 |
| BERKSHIRE HATHAWAY INC. CLASS | $46,958 | $52,652 |
| BEST BUY INC | $6,615 | $7,661 |
| BIOGEN INC | $8,181 | $10,493 |
| BOOKING HOLDINGS INC | $5,348 | $5,712 |
| BP PLC SPONSORED ADR | $46,584 | $43,482 |
| BRISTOL-MYERS SQUIBB CO | $11,330 | $12,071 |
| BRITISH AMERICAN TOBACCO PLC | $14,797 | $16,240 |
| BROADCOM INC | $6,251 | $8,538 |
| C H ROBINSON WORLDWIDE INC | $5,507 | $5,072 |
| CAN IMPERIAL BK OF COMMERCE | $46,902 | $46,578 |
| CARGURUS INC | $19,899 | $20,005 |
| CATERPILLAR INC | $7,495 | $7,815 |
| CHARLES SCHWAB CORP | $3,313 | $4,059 |
| CHENIERE ENERGY INC | $39,312 | $41,288 |
| CHEVRON CORP | $41,992 | $41,113 |
| CHUBB LIMITED | $23,205 | $26,812 |
| CIGNA CORPORATION | $27,012 | $28,389 |
| CIMAREX ENERGY CO | $11,223 | $8,596 |
| CISCO SYSTEMS INC | $13,709 | $14,635 |
| CITIGROUP INC | $72,434 | $75,871 |
| COLUMBIA CONVERTIBLE SECURITIE | $542,209 | $616,345 |
| COMCAST CORP | $40,981 | $49,227 |
| CONOCOPHILLIPS | $20,668 | $21,938 |
| CORTEVA INC | $4,705 | $4,762 |
| CRH PLC - AMERICAN DEPOSITARY | $10,895 | $12,103 |
| CVS CAREMARK CORP | $14,949 | $16,258 |
| DANAHER CORP | $10,500 | $15,766 |
| DELAWARE EMERGING MARKETS FUND | $207,051 | $282,774 |
| DELAWARE SMALL CAP CORE FUND C | $104,230 | $123,271 |
| DIAGEO PLC ADS | $8,823 | $10,133 |
| DISCOVER FINL SVCS COM | $5,639 | $7,214 |
| DISCOVERY INC (FORMERLY DISC C | $6,006 | $5,962 |
| DOMINION ENERGY INC | $41,447 | $42,552 |
| DOVER CORP | $8,758 | $12,263 |
| DU PONT DE NEMOURS | $20,434 | $17,110 |
| DUKE ENERGY CO | $40,312 | $41,087 |
| EATON CORP PLC | $8,122 | $9,528 |
| EBAY INC | $12,317 | $10,976 |
| EDISON INTL | $13,442 | $14,442 |
| ENBRIDGE INC | $20,454 | $21,318 |
| EQUITY RESIDENTIAL PPTYS TR | $5,505 | $7,659 |
| EVEREST RE GROUP LTD | $9,857 | $11,935 |
| EXXON MOBIL CORP | $54,006 | $46,328 |
| F M C CP | $7,704 | $9,698 |
| FACEBOOK INC | $46,506 | $60,694 |
| FIRST REPUBLIC BANK | $7,809 | $9,232 |
| FOX CORP CL A | $15,372 | $15,198 |
| FOX CORP CL B | $28,600 | $29,943 |
| FRANKLIN CUSTODIAN FDS INC DYN | $150,000 | $190,356 |
| GILEAD SCIENCES INC | $50,255 | $50,094 |
| GLAXOSMITHKLINE PLC | $41,429 | $50,210 |
| GOLDMAN SACHS GROUP | $33,590 | $33,203 |
| GOLDMAN SACHS MLP ENERGY REN | $329,855 | $75,013 |
| GROUPE DANONE ADS | $22,827 | $24,958 |
| HUMANA INC | $8,116 | $9,554 |
| HUNTINGTON BANCSHARES INC | $25,643 | $28,455 |
| ING GROUP N V SPONSORED ADR | $7,823 | $8,444 |
| INVESCO OPPENHEIMER DEVELOPING | $216,769 | $344,568 |
| INVESCO OPPENHEIMER INTL GROWT | $235,385 | $275,480 |
| INVESCO PLC | $15,541 | $11,432 |
| ISHARES CURRENCY HEDGED MSCI E | $114,980 | $130,491 |
| JP MORGAN CHASE | $63,753 | $75,762 |
| KANSAS CITY SOUTHERN | $11,471 | $15,242 |
| KIMBERLY CLARK CORP | $10,151 | $12,134 |
| KINDER MORGAN INC | $5,226 | $5,922 |
| KLA TENCOR CORP | $7,863 | $9,832 |
| LAM RESEARCH CORP | $6,663 | $8,005 |
| LAS VEGAS SANDS CORP | $12,156 | $13,178 |
| LENNAR CORP | $55,043 | $59,829 |
| LIBERTY MEDIA CORPORATION - SE | $22,371 | $30,300 |
| LYONDELLBASELL INDUSTRIES NV | $28,146 | $32,852 |
| MARATHON PETROLEUM CORP | $22,815 | $23,589 |
| MCKESSON CORP | $14,645 | $13,452 |
| MEDTRONIC PLC | $20,298 | $24,060 |
| MFS INTERNATIONAL VALUE FUND C | $309,607 | $405,175 |
| MICRON TECHNOLOGY | $10,298 | $10,927 |
| MICROSOFT CORP | $33,428 | $45,717 |
| MOHAWK INDS INC | $5,961 | $5,435 |
| MONDELEZ INTERNATIONAL INC | $14,106 | $15,394 |
| MORGAN STANLEY | $47,619 | $49,628 |
| NATIONAL GRID TRANSCO PLC | $36,004 | $32,810 |
| NOBLE ENERGY INC | $13,857 | $10,546 |
| NORTONLIFELOCK INC | $11,396 | $11,703 |
| NOVO NORDISK A S | $3,632 | $4,380 |
| NXP SEMICONDUCTORS | $10,891 | $13,754 |
| OCCIDENTAL PETROLEUM CORP | $28,792 | $16,045 |
| ORACLE CORP | $10,018 | $12,239 |
| OWENS CORNING | $8,079 | $9,053 |
| PEPSICO INC | $35,067 | $41,156 |
| PFIZER INC | $70,248 | $69,644 |
| PHILIP MORRIS INTL | $52,052 | $43,870 |
| PNC FINANCIAL GROUP INC | $21,712 | $24,514 |
| POLARIS INDUSTRIES | $25,342 | $20,810 |
| PPL CORPORATION | $32,773 | $33,451 |
| PRINCIPAL PREFERRED SECURITIES | $294,240 | $312,636 |
| PROCTER GAMBLE CO | $22,713 | $29,905 |
| PVH CORP | $2,908 | $2,909 |
| QUEST DIAGNOSTICS | $6,752 | $7,991 |
| RALPH LAUREN CORP | $11,744 | $14,813 |
| REALTY INCOME CORP | $9,754 | $13,564 |
| REGIONS FINANCIAL CORP | $11,014 | $12,513 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $11,150 | $10,773 |
| SOUTHERN CO | $23,161 | $31,615 |
| SOUTHWEST AIRLINES | $9,366 | $9,453 |
| STATE STREET CORPORATION | $15,489 | $21,328 |
| SUNAMERICA FOCUSED DIVIDEND ST | $342,892 | $509,648 |
| SUNTRUST BKS INC | $4,376 | $4,888 |
| SYNCHRONY FINANCIAL | $10,565 | $13,991 |
| TC ENERGY CORPORATION | $10,705 | $10,899 |
| TEMPUR PEDIC INTERNATIONAL INC | $19,067 | $27,756 |
| THE COCA-COLA CO | $34,894 | $40,370 |
| THE MOSAIC CO | $10,558 | $6,991 |
| TOLL BROTHERS INC | $4,865 | $5,383 |
| TOTAL FINA ELF S.A | $17,126 | $17,496 |
| TRAVELERS COMPANIES INC | $12,007 | $11,348 |
| TYSON FOODS INC CL A | $6,192 | $8,989 |
| UNION PACIFIC | $27,528 | $35,550 |
| UNITED PARCEL SERVICE | $38,049 | $40,469 |
| UNITED TECHNOLOGIES CORP | $30,311 | $39,903 |
| UNITEDHEALTH GROUP INC | $45,309 | $52,895 |
| UNIVERSAL HLTH SVC B | $10,175 | $9,625 |
| VALERO ENERGY CORP | $23,309 | $24,445 |
| VANGUARD HIGH DIV YIELD INDEX | $260,000 | $268,748 |
| VENTAS INC | $20,361 | $21,633 |
| VERIZON COMMUNICATIONS | $69,373 | $76,505 |
| VICTORY INVESTMENT GRADE CONVE | $548,102 | $586,659 |
| VISA INC | $9,792 | $16,237 |
| VODAFONE GROUP PLC | $30,670 | $21,326 |
| WAL-MART STORES INC | $25,327 | $30,963 |
| WALT DISNEY HOLDINGS CO | $8,608 | $18,341 |
| WELLS FARGO & CO | $33,305 | $31,369 |
| WELLTOWER INC. | $19,804 | $26,132 |
| WISDOM TREE EUROPE HEDGED EQUI | $115,022 | $125,444 |
| WORKDAY INC | $11,777 | $20,778 |
| WYNDHAM DESTINATIONS INC | $4,388 | $4,511 |
| ZIMMER BIOMET HOLDINGS | $21,273 | $25,424 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $340,592 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $340,563 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $263 | $263 | |
| Office Supplies | $250 | $250 | |
| REGISTERED AGENT FEE | $201 | $201 | |
| State or Local Filing Fees | $160 | $160 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $99,787 | Amt |
| Net Investment Income | $99,787 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $8,900 | |
| 990-PF Extension for 2018 | $259 | |
| Foreign Tax Paid | $2,296 | $2,296 |
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