BAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BAND FOUNDATION (EIN 47-3289963)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349102044
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:29:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473289963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAND Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BAND | 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 | NICHOLAS P LAPHAM | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-09 | 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 | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203175000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,715,327 | 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 | $12,641,690 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62,647 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,647 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,218,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,218,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,402,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,378,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,094,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,325,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,375,802 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,759 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,759 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $191,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,223 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $81,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,895 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $224,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,126 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,906,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,906,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,130,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,018,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,194,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,263,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $713,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,043,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,043,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,917,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $102,336,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,100,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,839,574 | CorporateBondsBOYAmt |
| Other Investments BOY | $4,083,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,368,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,571,521 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $95,554,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,748,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,715,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $60,905,103 | CapitalStockBOYAmt |
| Retained Earning BOY | $34,649,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $109,748,919 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,554,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,748,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,554,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,748,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,554,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,194,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $109,748,919 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $109,748,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $50,376,174 | $41,282,135 | $9,094,039 | $9,094,039 | |||
| ALPHA CORE STRATEGIES FEEDER FUND QP | $746 | $654 | $92 | $92 | P | 2016-02-01 | 2019-11-22 |
| ALPHA CORE STRATEGIES FEEDER FUND QP | $1,149 | $1,010 | $139 | $139 | P | 2016-02-01 | 2019-12-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,094,270 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,080,678 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $85,128,310 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,005,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $66,373,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,847,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,951,337 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $189,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,710,325 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,415,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,923,592 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051487 | DistributionYr5Rt |
| Total Distribution | 0.165854 | TotalDistributionRt |
| Average Distribution | 0.033171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $114,801,991 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,808,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122,637 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,930,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,018,626 | 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 | $122,637 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122,637 | SubtotalAmt |
| Tax Based On Investment Income | $122,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $697,642 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $697,642 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $575,005 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $575,005 | RefundAmt |
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 | DE | 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Burks B Lapham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Dir | 1.0 | $0 | $0 | $0 |
| Gardiner O Lapham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 5.0 | $0 | $0 | $0 |
| Nicholas P Lapham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir, Pres | 30.0 | $0 | $0 | $0 |
| Clark Mitchell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Northern Trust Company | |||||
| 50 South Lasalle Street | CHICAGO | IL | 60603 | Investment Mgt | $110,223 |
| Geneva Global | |||||
| 1536 E Lancaster Avenue | Paoli | PA | 19301 | Philanthropic Cons | $65,000 |
| 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 | $108,858,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,252,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,439,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,550,245 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,550,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,748,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,801,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,740,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,740,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,637 | TotalTaxAmt |
| Distributable Before Adj | $5,617,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,617,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,617,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,018,626 | 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 | $4,018,626 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $122,637 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,895,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,617,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,750,365 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $4,018,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,750,365 | AppliedToYear1Amt |
| Applied To Current Year | $268,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,349,202 | 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 | Burks B Lapham | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | ||||||||||
| 500 5TH AVE 32ND FL | NEW YORK | NY | 10110 | N/A | PC | WildCRU's Ruaha Carnivore Project | $45,000 | |||
| AUSTIN PEAY STATE UNIVERSITY FOUNDATION | ||||||||||
| BOX 4635 | CLARKSVILLE | TN | 37044 | N/A | PC | Southeastern Grasslands Initiative | $168,000 | |||
| AUSTIN PEAY STATE UNIVERSITY FOUNDATION | ||||||||||
| BOX 4635 | CLARKSVILLE | TN | 37044 | N/A | PC | Southeastern Grasslands Initiative | $100,000 | |||
| BAT CONSERVATION INTERNATIONAL INC | ||||||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | Agave Restoration Initiative | $250,000 | |||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||
| 55 MUSIC CONCOURSE DR GOLDEN GATE P | SAN FRANCISCO | CA | 94118 | N/A | PC | bioGraphic project | $40,000 | |||
| FOOD AND ENVIRONMENT REPORTING NETWORK | ||||||||||
| 576 5TH AVE RM 903 | NEW YORK | NY | 10036 | N/A | PC | Agriculture and Biodiversity Reporting Project | $100,000 | |||
| FRIENDS OF HEMPSTEAD PLAINS AT NASSAU COMMUNITY CO | ||||||||||
| 1 EDUCATION DR | GARDEN CITY | NY | 11530 | N/A | PC | Hempstead Plains Grassland Restoration Program | $47,500 | |||
| GUARDIAN ORG FOUNDATION | ||||||||||
| 900 17TH ST NW STE 250 | WASHINGTON | DC | 20006 | N/A | PC | Age of Extinction Project | $500,000 | |||
| INTERNATIONAL BUREAU FOR EPILEPSY | ||||||||||
| N/A | PC | Promising Strategies/Destigmatizing Epilepsy in Africa | $66,000 | BLACKROCK DUBLIN | DUBLIN | EI | ||||
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | ||||||||||
| 1200 POTOMAC ST NW | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $100,000 | |||
| INTERNATIONAL CRANE FOUNDATION INC | ||||||||||
| 11376 SHADY LN RD | BARABOO | WI | 53913 | N/A | PC | Grey crowned crane conservation in Uganda | $195,500 | |||
| LEGADO INC | ||||||||||
| PO BOX 173 | JACKSON | NH | 03846 | N/A | PC | Legado: Ribaue | $125,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | MMWCA Integrated management and sustainable livestock enterprise in Maasai Mara wildlife conservancies Program | $256,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Kenya Wildlife Conservancies Association | $50,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Maasai Savanna Landscape Fund | $335,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Transforming Africa's Conservation Marketplace | $100,000 | |||
| MANOMET INC | ||||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | N/A | PC | Shorebird Conservation at Priority Sites | $250,000 | |||
| MONGABAY ORG CORPORATION | ||||||||||
| PO BOX 0291 | MENLO PARK | CA | 94026 | N/A | PC | Africa and Biodiversity Solutions | $100,000 | |||
| NATIONAL PHILANTHROPIC TRUST | ||||||||||
| 299 PARK AVE 11TH FL | NEW YORK | NY | 10171 | N/A | PC | Environmental Investigation Agency UK/Disrupting illegal trade in ivory | $150,000 | |||
| NATURAL AREAS CONSERVANCY INC | ||||||||||
| 1234 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | Citywide trails coordinator Program | $50,000 | |||
| OREGON STATE UNIVERSITY | ||||||||||
| A308 KERR ADMINISTRATION BLDG | CORVALLIS | OR | 97331 | N/A | GOV | PRIMED Network | $15,000 | |||
| SHENANDOAH NATIONAL PARK TRUST | ||||||||||
| 404 8TH ST NE STE D | CHARLOTTESVLE | VA | 22902 | N/A | PC | Invasive species management in SNP | $25,000 | |||
| SMITHSONIAN INSTITUTION | ||||||||||
| PO BOX 37012 MRC 705 | WASHINGTON | DC | 20013 | N/A | PC | SCBI/Virginia Working Landscapes | $50,000 | |||
| SUSTAINABLE FISHERIES PARTNERSHIP FOUNDATION | ||||||||||
| 4348 WAIALAE AVE 692 | HONOLULU | HI | 96816 | N/A | PC | Reducing ETP Bycatch | $75,000 | |||
| THE CHICAGO COMMUNITY TRUST | ||||||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 60601 | N/A | PC | TBF DONOR ADVISED FUND | $45,000 | |||
| THE NATURE CONSERVANCY | ||||||||||
| 250 LAWRENCE HILL RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | Mongolian grasslands botanical survey Project | $128,000 | |||
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||||
| 1314 S KING ST STE B | HONOLULU | HI | 96814 | N/A | PC | Plant extinction prevention program | $48,000 | |||
| UNIVERSITY OF KENTUCKY | ||||||||||
| 210 MALABU DR STE 200 | LEXINGTON | KY | 40502 | N/A | GOV | Martial Eagle Project Program | $37,500 | |||
| WILDLIFE CONSERVATION NETWORK INC | ||||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Lion Recovery Fund | $255,000 | |||
| WILDLIFE CONSERVATION NETWORK INC | ||||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Rwanda Wildlife Conservation Association | $25,000 | |||
| WILDLIFE GUARDIANS | ||||||||||
| PO BOX 9641 | WASHINGTON | DC | 20016 | N/A | PC | Lion Guardians | $25,000 | |||
| WORLD WILDLIFE FUND INC | ||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Improved governance and benefit sharing for Namibian conservancies Program | $150,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,906,500 | 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 | $62,647 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,218,885 | 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 | $2,402,047 | 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 | $5,683,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,683,579 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Lapham Burks B | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,641,690 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPRECIATED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $12,641,690 | FairMarketValueAmt |
| Received | 2019-01-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $6,759 | Amt |
| Disbursements Charitable Prps | $6,759 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BOND PORT | $10,001,364 | $10,307,029 |
| DFA U S CORE EQUITY 1 PORTFOLI | $1,624,906 | $2,484,394 |
| DOUBLELINE CORE FIXED INCOME I | $19,135,338 | $19,847,273 |
| FLEXSHARES GLOBAL QUALITY REAL | $4,526,205 | $5,043,965 |
| FLEXSHARES INTERNATIONAL QUALI | $3,491,671 | $3,733,835 |
| FLEXSHARES QUALITY DIVIDEND IN | $8,076,828 | $10,384,658 |
| FLEXSHARES READY ACCESS VARIAB | $19,858,784 | $19,923,769 |
| FLEXSHS MORNINGSTAR DVLP MKT E | $3,542,552 | $3,675,038 |
| INVESCO OPPENHEIMER DEVELOPING | $2,882,540 | $3,308,693 |
| ISHARES RUSSELL 2000 | $2,569,750 | $2,920,762 |
| ISHARES S&P GLOBAL I | $1,712,782 | $1,811,717 |
| MFS INSTITUTIONAL INVESTORS TR | $5,573,982 | $7,253,179 |
| NORTHERN EMERGING MARKETS EQUI | $1,198,012 | $1,236,592 |
| NORTHERN FDS STK INDEX FUND | $2,585,128 | $3,189,704 |
| NORTHERN FUNDS MID CAP INDEX | $493,674 | $556,617 |
| NORTHERN GLOBAL SUSTAINABILITY | $5,841,290 | $6,107,170 |
| NORTHERN MULTI MANAGER GLOBAL | $4,781,035 | $5,307,033 |
| SPDR S&P MIDCAP 400 EFT TRUST | $3,252,600 | $3,753,800 |
| VANGUARD FTSE DEVELOPED MARKET | $1,187,859 | $1,254,785 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA CORE STRATEGIES FEEDER F | $3,746,026 | $3,947,797 |
| TACOPPS FEEDER FUND I (OFFSHOR | $622,800 | $623,724 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,617 | $11,617 |
| Administrative Set-Up Fee | $7,500 | $7,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $110,223 | $110,223 | |
| Philanthropic Consulting Srvcs | $65,000 | $65,000 | |
| COMMUNICATION SERVICES | $1,500 | $1,500 | |
| Website Development | $14,750 | $14,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Back-up withholding | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $1,895 | NetInvestmentIncomeAmt |