BETA

FORSYTHIA FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FORSYTHIA FOUNDATION INC (EIN 81-3990775)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349103416
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T12:02:55-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 BUSH STREET SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813990775EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORSYTHIA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORSBusinessNameControlTxt
Phone2025951020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 CONNECTICUT AVE NW STE 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALISON CARLSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2025951020PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT ITOPreparerPersonNm
PTINP01797468PTIN
Phone4157642700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.147.61.55IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm10:35:17IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id56FE317AAAA998ECAA7BF200EB607782B34F7782AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,853,644FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$822,467ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21,440InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,440InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$547,580DividendsRevAndExpnssAmt
Dividends Net Invst Incm$547,580DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$788,358NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,839,459GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$788,358CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,314,184OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$3,402OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,494,029TotalRevAndExpnssAmt
Total Net Invst Incm$1,353,976TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$144,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$144,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$327,464OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$163,918OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$163,546OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$930InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$70,544TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20,544TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$35,312TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$35,312TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$153,114OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$128,511OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$24,603OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$744,864TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$312,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$380,961TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$757,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,097,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,501,864TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$312,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,477,961TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,992,165ExcessRevenueOverExpensesAmt
Net Investment Income$1,041,003NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$141,292CashBOYAmt
Cash EOY$191,061CashEOYAmt
Cash EOYFMV$191,061CashEOYFMVAmt
Prepaid Expenses BOY$13,309PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,169PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,169PrepaidExpensesEOYFMVAmt
Other Investments BOY$27,049,018OtherInvestmentsBOYAmt
Other Investments EOY$29,660,414OtherInvestmentsEOYAmt
Other Investments EOYFMV$29,660,414OtherInvestmentsEOYFMVAmt
Total Assets BOY$27,203,619TotalAssetsBOYAmt
Total Assets EOY$29,853,644TotalAssetsEOYAmt
Total Assets EOYFMV$29,853,644TotalAssetsEOYFMVAmt
Accounts Payable BOY$14,846AccountsPayableBOYAmt
Accounts Payable EOY$12,706AccountsPayableEOYAmt
Grants Payable BOY$390,000GrantsPayableBOYAmt
Grants Payable EOY$50,000GrantsPayableEOYAmt
Total Liabilities BOY$404,846TotalLiabilitiesBOYAmt
Total Liabilities EOY$62,706TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$26,798,773RetainedEarningBOYAmt
Retained Earning EOY$29,790,938RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,798,773TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,790,938TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,203,619TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,853,644TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,798,773TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,992,165ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,790,938SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,790,938TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #6679P$808,089$816,038-$7,949-$7,949
FIDELITY #6679P$43,248$43,300-$52-$52
FIDELITY #9937P$1,589,368$997,909$591,459$591,459
FIDELITY #9937P$397,316$371,202$26,114$26,114
FROM PASSTHROUGHSP$172,133$172,133
FROM PASSTHROUGHSP$5,215$5,215
FINAL DISPOSITION OF SONEN CAPITALP$78$78$78
CAPITAL GAINS DIVIDENDSP$1,360$1,360$1,360
FieldValueIRS element (for citing)
Capital Gain Net Income$788,358CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,140,231AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,998,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042233DistributionYr1Rt
Adjusted Qlfy Distri Yr2$865,698AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$27,111,565NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031931DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,041,002AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,416,004NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042636DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,060,034AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$25,457,860NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041639DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,142,993AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,752,951NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046176DistributionYr5Rt
Total Distribution0.204615TotalDistributionRt
Average Distribution0.040923AverageDistributionRt
Net Vl Noncharitable Assets$28,557,591NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,168,662AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,410NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,179,072AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,477,961QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,410InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,410SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,410TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,180EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,180TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,770OverpaymentAmt
Applied To ES Tax$7,770AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FORSYTHIAFDN.ORGWebsiteAddressTxt
Individual With BooksARABELLA ADVISORSIndividualWithBooksNm
Phone2025951020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11201 CONNECTICUT AVE NW STE 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALISON CARLSON
1201 CONNECTICUT AVENUE NW SUITE300WASHINGTONDC20036PRESIDENT & CHAIR30.00$0$0$0
GEOFFREY EISENBERG
1201 CONNECTICUT AVENUE NW SUITE300WASHINGTONDC20036TREASURER5.00$0$0$0
SHELLEY HEARNE
1201 CONNECTICUT AVENUE NW SUITE300WASHINGTONDC20036EXECUTIVE DIRECTOR30.00$144,000$0$0
THEODORE GANNETT
1201 CONNECTICUT AVENUE NW SUITE300WASHINGTONDC20036SECRETARY5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ARABELLA ADVISORS
1201 CONNECTICUT AVENUE NW STE 300WASHINGTONDC20036GRANT MANAGEMENT & OPERATIONS$163,546
THINKWELL CONSULTING LLC
3610 SHIRE BLVD STE 206RICHARDSONTX75082EXECUTIVE DIRECTOR MANAGEMENT$144,000
BROWNSON REHMUS & FOXWORTH
1550 EL CAMINO REAL 200MENLO PARKCA94025FINANCIAL ADVISOR$74,400
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,985,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,765,129AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,241,874FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,992,478TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,992,478AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$434,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,557,591NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,427,880MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,427,880MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,410TaxBasedOnInvestmentIncomeAmt
Income Tax$3,357IncomeTaxAmt
Total Tax$13,767TotalTaxAmt
Distributable Before Adj$1,414,113DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,414,113DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,414,113DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,477,961ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,477,961QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,410PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,467,551AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,414,113DistributableAsAdjustedAmt
Undistributed Income PY$1,321,905UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Total For Prior Years$32,705TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,477,961QualifyingDistributionsAmt
Applied To Year1$1,321,905AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$156,056AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$32,705PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$32,705PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,258,057UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALISON CARLSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BREAST CANCER PREVENTION PARTNERS
1388 SUTTER STREET SUITE 400SAN FRANCISCOCA94109NONEPUBLIC CHARITYSUPPORT FOR POLICY ADVOCACY FOR CONSUMER PRODUCTS AND CHEMICAL MANAGEMENT$50,000
CENTER FOR ENVIRONMENTAL HEALTH
2201 BROADWAY SUITE 302OAKLANDCA94612NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT ($50K) AND RECOVERABLE GRANT TO SUPPORT CEHS BUSINESS PLANNING ($25K)$75,000
COMMONWEAL
PO BOX 316BOLINASCA94924NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT FOR THE COLLABORATIVE ON HEALTH AND THE ENVIRONMENT$30,000
CONSUMER REPORTS INC
101 TRUMAN AVENUEYONKERSNY10703NONEPUBLIC CHARITYDEVELOP AND LAUNCH A PLAN AND METHODOLOGY TO TEST PERFLUORINATED CHEMICALS IN WATER SUPPLIES$100,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111NONEPUBLIC CHARITYTHE SECOND AND FINAL INSTALLMENT OF SUPPORT TO INCREASE ITS LEGAL AND STAFF CAPACITY FOR THE ENVIRONMENTAL HEALTH PROGRAM$90,000
ENVIRONMENTAL HEALTH STRATEGY CENTER
565 CONGRESS STREET SUITE 204PORTLANDME04101NONEPUBLIC CHARITYSUPPORT A FUND THAT USES PRODUCT TESTING TO ADVOCATE FOR THE REMOVAL OF TOXIC CHEMICALS FROM PRODUCTS AND PACKAGING$25,000
ENVIRONMENTAL WORKING GROUP
1436 U STREET NW SUITE 100WASHINGTONDC20009NONEPUBLIC CHARITYSUPPORT FOR FREE SCREENINGS OF DARK WATERS AND COLLECTION OF PRODUCTS THAT CONTAIN PFAS$50,000
GREEN SCIENCE POLICY INSTITUTE
PO BX 9127BERKELEYCA94709NONEPUBLIC CHARITYWORK ON PERFLUORINATED CHEMICALS$50,000
HEALTHY BUILDING NETWORK
4911 7TH STREET NWWASHINGTONDC20011NONEPUBLIC CHARITYSUPPORT FOR THE CONSOLIDATION OF THE DATA COMMONS AND PHAROS DATABASES ($50K) AND PROVIDE SEED FUNDING FOR MATERIALWISES BUSINESS PLANNING TO SCALE ITS PLATFORM ($50K)$100,000
RESOLVE INC
1255 23RD ST NWWASHINGTONDC20037NONEPUBLIC CHARITYTO CREATE THE FEDERAL FOOD & CHEMICALS ALLIANCE PROJECT AND DEVELOP AN ACTION PLAN FOR A COORDINATED EFFORT TO ADVOCATE FOR REFORMS AT THE FEDERAL DRUG ADMINISTRATION$200,000
TOXIC-FREE FUTURE
4649 SUNNYSIDE ANE N SUITE 540SEATTLEWA98103NONEPUBLIC CHARITYSUPPORT SAFER STATES' MULTI-PARTNER MUNICIPAL GOVERNMENT PROCUREMENT INITIATIVE$50,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145NONEPUBLIC CHARITY3RD INSTALLMENT OF A FIVE-YEAR COMMITMENT OF $500,000 FOR PRHE'S ENDOWED CHAIR POSITION$250,000
UNIVERSITY OF MASSACHUSETTS FOUNDATION
ONE BEACON STREET FLOOR 31BOSTONMA02108NONEPUBLIC CHARITYSUPPORT TO DEVELOP A REPORT ON THE ROLE OF GREEN CHEMISTRY INNOVATION IN THE CIRCULAR ECONOMY$25,000
UPSTREAM POLICY INSTITUTE INC
PO BOX 1352DAMARISCOTTAMA04543NONEPUBLIC CHARITYSUPPORT FOR THE UNWRAPPED CONFERENCE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,097,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,440ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$547,580ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,314,184ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$788,358ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,671,562ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,671,562TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALISON CARLSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11201 CONNECTICUT AVENUE NW STE 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Total Contributions$822,467TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS PUBLICLY TRADED STOCKS & SECURITIESNoncashPropertyDesc
Fair Market Value$484,965FairMarketValueAmt
Received2019-12-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,500DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLONG TERM INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$29,660,414BookValueAmt
EOYFMV$29,660,414EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE - FROM PASSTHROUGH ENTITIES$128,511$128,511$0
GENERAL AND ADMINISTRATIVE$24,603$0$24,603

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM PASSTHROUGH ENTITIES-$3,402-$3,402-$3,402
UNREALIZED GAIN ON INVESTMENTS$2,317,586$0$2,317,586

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ACCOUNT FEES$163,918$163,918$0
MANAGEMENT FEES$163,546$0$163,546

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$20,544$20,544$0
OTHER TAXES$50,000$0$0

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