BROOKS MCCORMICK JR TR FOR ANIMAL RIGHTS LAW AND POLICY: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS MCCORMICK JR TR FOR ANIMAL RIGHTS LAW AND POLICY (EIN 47-7124844)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-25
- IRS object ID
- 202012699349100101
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-25T08:39:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605632349 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477124844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS MCCORMICK JR TRUST FOR ANIMAL | BusinessNameLine1Txt |
| Business Name Line2 | RIGHTS LAW AND POLICY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 6305452200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BUTTERFIELD ROAD NO 1000 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155673 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADVISORY COMMITTEE MEMBER | PersonNm |
| Person Title | ADVISORY COMMITTEE MEMBER | PersonTitleTxt |
| Phone | 6305452200 | PhoneNum |
| Signature | 2020-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOE LEO CPA | PreparerPersonNm |
| PTIN | P00099345 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2020-09-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.209.117.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-25 | IPDt |
| IP Tm | 08:34:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Federal Original Submission Id | 36653720202680342e18 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,356,339 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,352,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,464,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $883,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,756,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $836,669 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $215,844 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201,614 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,451,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,502,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $262,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $202,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,852 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $499,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $294,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $206,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,959,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,959,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,458,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $294,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,165,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,006,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,207,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,148,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,952,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,982,137 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,907,810 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,427,731 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,749,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,526,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,128,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,356,596 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $708,076 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $457,686 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $445,489 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,140,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,458,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,822,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,431,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,425,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,356,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $62,431,547 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,425,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,431,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,425,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,431,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,425,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,431,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,006,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,425,095 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,425,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,223,120 | $7,919,956 | $303,164 | $303,164 | |
| CAPITAL GAINS DIVIDENDS | $533,505 | $533,505 | $533,505 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $836,669 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,557,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,569,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,978,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,673,906 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058791 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $779,973 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,128,520 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012760 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $530,453 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,959,086 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031278 | DistributionYr4Rt |
| Total Distribution | 0.140685 | TotalDistributionRt |
| Average Distribution | 0.035171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,332,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,332,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,355,046 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,165,161 | 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 | $22,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,923 | OverpaymentAmt |
| Applied To ES Tax | $17,923 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRUST COMPANY OF ILLINOIS | IndividualWithBooksNm |
| Phone | 6305452200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BUTTERFIELD ROAD SUITE 1000 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY W OSKO | ||||||||
| TCI 1901 BUTTERFIELD ROAD | DOWNERS GROVE | IL | 60515 | ADVISORY COMMITTEE MEMBER | 20.00 | $100,000 | $0 | $0 |
| TIMOTHY S MIDURA | ||||||||
| HUCK BOUMA 1755 S NAPERVILLE ROAD | WHEATON | IL | 60189 | ADVISORY COMMITTEE MEMBER | 20.00 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,130,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,211,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,342,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,342,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,010,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,332,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,316,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,316,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,077 | TotalTaxAmt |
| Distributable Before Adj | $3,294,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,294,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,294,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,165,161 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,165,161 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,077 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,143,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,294,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,094,305 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,165,161 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,094,305 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,070,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,223,676 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANIMAL LEGAL DEFENSE FUND | ||||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | PC | FOR CHARITABLE PURPOSES. | $250,000 | ||||
| BROOKS INSTITUTE FOR ANIMAL RIGHTS LAW AND POLICY INC | ||||||||||
| 1755 S NAPERVILLE RD STE 101 | NAPERVILLE | IL | 60189 | POF | ANNUAL GRANT OF OPERATING FUNDS TO RELATED EXEMPT PRIVATE OPERATING FOUNDATION. | $1,800,000 | ||||
| EARTH ISLAND INSTITUTE INC | ||||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | PC | FOR CHARITABLE PURPOSES. | $50,000 | ||||
| EASTERN UNIVERSITY | ||||||||||
| 1300 EAGLE RD | ST DAVIS | PA | 19087 | PC | FOR CHARITABLE PURPOSES | $20,000 | ||||
| HARVARD LAW SCHOOL - ANIMAL LAW & POLICY PROGRAM | ||||||||||
| 1515 MASSACHUSETTS AVENUE AUSTIN | CAMBRIDGE | MA | 02138 | PC | FOR CHARITABLE PURPOSES. | $450,000 | HALL MZ 217 | |||
| NATIONAL JUDICIAL COLLEGE - ANIMAL JUSTICE FUND GRANT | ||||||||||
| COLLEGE DR | RENO | NV | 89557 | PC | FOR CHARITABLE PURPOSES | $25,000 | ||||
| NORTHWESTERN SCHOOL OF LAW OF LEWIS & CLARK COLLEGE | ||||||||||
| 10015 SW TERWILLIGER BLVD | PORTLAND | OR | 79219 | PC | FOR CHARITABLE PURPOSES. | $700,000 | ||||
| SMART MUSEUM OF ART | ||||||||||
| 5550 S GREEN AVENUE | CHICAGO | IL | 60637 | PC | FOR CHARITABLE PURPOSES. | $5,100 | ||||
| THE EXOTIC FELINE RESCUE CENTER | ||||||||||
| 2221 EAST ASHBORO ROAD | CENTER POINT | IN | 47840 | PC | FOR CHARITABLE PURPOSES. | $150,000 | ||||
| YALE UNIVERSITY LAW SCHOOL - ETHICS AND ANIMAL PROGRAM | ||||||||||
| 127 WALL ST | NEW HAVEN | CT | 06511 | PC | FOR CHARITABLE PURPOSES | $500,000 | ||||
| BROOKS CONGRESS FOR ANIMAL RIGHTS LAW AND POLICY INC | ||||||||||
| 1755 S NAPERVILLE RD STE 101 | NAPERVILLE | IL | 60189 | POF | GRANTS OF OPERATING FUNDS TO RELATED EXEMPT PRIVATE OPERATING FOUNDATION | $704 | ||||
| CAMBRIDGE CENTER FOR ANIMAL RIGHTS LAW | ||||||||||
| NC- EXPENDITURE RESP | FOR CHARITABLE PURPOSES | $8,238 | UNIVERSITY OF CAMBRIDGE CB3 0BN | CAMBRIDGE | UK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,959,042 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,352,055 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $215,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $883,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,451,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,451,656 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE CENTER FOR ANIMAL RIGHTS LAW | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY OF CAMBRIDGE CB3 0BN | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| Country | UK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-09-06 | GrantDt |
| Grant | $8,238 | GrantAmt |
| Purpose Of Grant | SUPPORT OF THE CAMBRIDGE CENTER PRODUCTION OF THE EUROPEAN ANIMAL RIGHTS LAW CONFERENCE IN SEPTEMBER. | PurposeOfGrantTxt |
| Expended By Grantee | $8,238 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Verification | 2019-09-15 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $457,686 | EOYBookValueAmt |
| EOYFMV | $445,489 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $3,860,489 | $6,257,004 |
| MUTUAL FUNDS | $29,264,055 | $34,782,200 |
| EXCHANGE TRADED PRODUCTS | $2,003,889 | $2,317,392 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $12,427,731 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $12,749,454 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,458,268 | BookValueAmt |
| EOYFMV | $1,822,663 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS ANNUAL REPORT | $15 | $0 | $15 |
| WEBSITE HOSTING & STORAGE | $1,240 | $0 | $1,240 |
| MISCELLANEOUS | $12 | $0 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $214,764 | $200,534 | $214,764 |
| MISCELLANEOUS INCOME | $1,080 | $1,080 | $1,080 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $9,200 | $0 | $9,200 |
| INVESTMENT MANAGEMENT FEES | $253,258 | $202,606 | $50,652 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $31,743 | $0 | $0 |
| FOREIGN TAX PAID | $3,598 | $37,161 | $0 |
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