FREDERICK HENRY PRINCE TESTAMENTARY TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK HENRY PRINCE TESTAMENTARY TRUST (EIN 36-6009208)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202503109349101135
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T17:31:13+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009208 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK HENRY PRINCE TESTAMENTARY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3124198700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SOUTH DEARBORN STREET 1410 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI DOBBINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $119,892,632 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | -$1,591,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,394,520 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,469,786 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$197,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,469,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $763,636 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $76,364 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $687,272 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $292,024 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,407 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $263,617 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,247 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,124 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,856 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $238,908 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $238,908 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $173,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,471 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $76,243 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,349 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $88,521 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $88,521 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,137 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,137 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,461 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,610 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,851 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,853,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,577,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,196,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,196,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,050,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,774,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,247,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,301,435 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $830,482 | CashBOYAmt |
| Cash EOY | $959,509 | CashEOYAmt |
| Cash EOYFMV | $959,509 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,968 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,967 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,724 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,724 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $144,099 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $117,026 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $32,812 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $27,073 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,073 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $110,895,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,845,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,845,358 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,796,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,892,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,892,632 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $111,796,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $119,892,632 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,796,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,892,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,796,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $119,892,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,796,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,247,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,343,779 | OtherIncreasesAmt |
| Subtotal | $119,892,632 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,892,632 | 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 | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PRINCE CHARITABLE TRUST POOLED FUND ST | $204,360 | $0 | $204,360 | $0 | $204,360 |
| PRINCE CHARITABLE TRUST POOLED FUND LT | $0 | $1,796,345 | -$1,796,345 | $0 | -$1,796,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,591,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,090 | SubtotalAmt |
| Tax Based On Investment Income | $18,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,577 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $74,577 | TotalPaymentsAndCreditsAmt |
| Overpayment | $56,487 | OverpaymentAmt |
| Applied To ES Tax | $56,487 | AppliedToESTaxAmt |
| Refund | $0 | 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 | RI | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PRINCETRUSTS.ORG | WebsiteAddressTxt |
| Individual With Books | TONI DOBBINS | IndividualWithBooksNm |
| Phone | 3124198700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SOUTH DEARBORN STREET STE 1410 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | Yes (true) | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA C PRINCE | ||||||||
| 601 MASSACHUSETTS AVE NW SUITE 420W | WASHINGTON | DC | 20001 | TRUSTEE | 2.50 | $35,000 | $0 | $0 |
| PATRICK WOOD-PRINCE | ||||||||
| 140 SOUTH DEARBORN ST 1410 | CHICAGO | IL | 60603 | TRUSTEE | 2.50 | $35,000 | $0 | $0 |
| CHARLES TWICHELL | ||||||||
| 140 SOUTH DEARBORN ST 1410 | CHICAGO | IL | 60603 | Co-Executive Director | 35.00 | $233,156 | $67,867 | $0 |
| CAROLYNN BRUNETTE | ||||||||
| 601 MASSACHUSETTS AVE NW SUITE 420W | WASHINGTON | DC | 20001 | Co-Executive Director | 35.00 | $233,019 | $44,425 | $0 |
| TONI DOBBINS | ||||||||
| 140 SOUTH DEARBORN ST 1410 | CHICAGO | IL | 60603 | CFO | 35.00 | $176,589 | $58,561 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES BAXTER | ||||||||
| 601 MASSACHUSETTS AVE NW SUITE 420W | WASHINGTON | DC | 20001 | SR. PROGRAM OFFICER | 35.00 | $151,830 | $50,240 | $0 |
| SHARON ROBISON | ||||||||
| 140 SOUTH DEARBORN ST 1410 | CHICAGO | IL | 60603 | Sr. Grants Manager | 35.00 | $122,606 | $72,326 | $0 |
| MIGNON STEWART | ||||||||
| 140 SOUTH DEARBORN ST 1410 | CHICAGO | IL | 60603 | SR. PROGRAM OFFICER | 35.00 | $109,026 | $56,345 | $0 |
| YENA CHOI | ||||||||
| 601 MASSACHUSETTS AVE NW SUITE 420W | WASHINGTON | DC | 20001 | GRANTS MANAGER | 35.00 | $66,860 | $15,127 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARC Consulting LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2238 N Illinois St | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting Services | ServiceTypeTxt |
| Compensation | $91,800 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,996,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $730,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,727,763 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $117,727,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,765,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,961,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,798,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,798,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,090 | TotalTaxAmt |
| Distributable Before Adj | $5,780,002 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,780,002 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,780,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,774,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,774,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,780,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $789,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $619,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,408,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,774,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,774,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,912 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,912 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,402,420 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,402,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $783,099 | ExcessFromYear2Amt |
| Excess From Year1 | $619,321 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRINCE CHARITABLE TRUSTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 S DEARBORN ST STE 1410 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124198700 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION AND MATERIALS THAT SHOULD BE SUBMITTED ALONG WITH AN APPLICATION INCLUDE: WRITTEN PROPOSALS, IRS LETTER OF DETERMINATION UNDER SECTION 509(A), CURRENT BUDGET, AUDITED FINANCIAL STATEMENTS, AND DESCRIPTIVE LITERATURE. THE APPLICATION IS AVAILABLE ONLINE AT THE FOLLOWING WEBSITE: HTTPS://PRINCETRUSTS.ORG/APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE RECEIVED THROUGHOUT THE YEAR. DEADLINES USUALLY ARE IN JAN, MAY AND JUNE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | * The Trusts do not fund projects that promote or proselytize any religion. While we do fund the projects of faith-based organizations, those projects must be secular in nature. * The Trusts do not fund organizations that discriminate on the basis of ethnicity, race, color, creed, religion, gender, national origin, age, disability, marital status, sexual orientation, gender identity, or any veteran's status. * The Trusts make grants only to charitable organizations that are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and are classified as public charities under Sections 509(a)(1) or 509(a)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (203 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3Arts Inc | |||||||
| 200 West Madison Street Floor 3 | Chicago | IL | 60606 | NONE | PC | In honor of Esther Grimm | $1,250 |
| Africulture | |||||||
| 26395 Sunnyside Road | Unionville | VA | 22567 | NONE | PC | general operating support | $40,000 |
| ALL VOTING IS LOCAL | |||||||
| 11 Dupont Circle NW Suite 575 | Washington | DC | 20036 | NONE | PC | work to protect voter right and fair elections (3 year grant 2022-2024 $50,000 per year) | $50,000 |
| Allendale Association Inc | |||||||
| PO Box 1088 | Lake Villa | IL | 60046 | NONE | PC | general operating support | $2,000 |
| Alzheimers Disease and Related Disorders Association Inc | |||||||
| 225 N Michigan Ave Suite 1700 | Chicago | IL | 60601 | NONE | PC | general operating support | $100 |
| American Cancer Society Inc | |||||||
| 250 William Street NW | Atlanta | GA | 30303 | NONE | PC | for cervical cancer treatment and research in Chicago | $750 |
| Anacostia Coordinating Council Inc | |||||||
| 2401 Shannon Place SE | Washington | DC | 20020 | NONE | PC | general operating support | $2,500 |
| Animal Welfare League | |||||||
| 10305 Southwest Highway | Chicago Ridge | IL | 60415 | NONE | PC | general operating support | $1,000 |
| Aquidneck Community Table | |||||||
| PO Box 1481 | Newport | RI | 02840 | NONE | PC | general operating support | $15,000 |
| Aquidneck Land Trust | |||||||
| 790 Aquidneck Avenue | Middletown | RI | 02842 | NONE | PC | Newport Open Space Partnership | $20,000 |
| Aquidneck Land Trust | |||||||
| 790 Aquidneck Avenue | Middletown | RI | 02842 | NONE | PC | general operating support | $40,000 |
| Aquidneck Land Trust | |||||||
| 790 Aquidneck Avenue | Middletown | RI | 02842 | NONE | PC | support of the Conservation Strike Fund $250,000 5 year grant; $50,000 per year 2020-2024 | $50,000 |
| Asian-Pacific Islander Domestic Violence Resource Project | |||||||
| PO Box 14268 | Washington | DC | 20044 | NONE | PC | general operating support | $1,250 |
| Auxiliary of John H Stoger Jr Hospital of Cook County | |||||||
| 1901 W Harrison 1280 | Chicago | IL | 60612 | NONE | PC | for the Healing Hurt People program at Stroger Hospital of Cook County | $25,000 |
| Ba Nia Inc | |||||||
| 6950 S Perry Ave | Chicago | IL | 60621 | NONE | PC | support of Earl's Garden and Mae's Kitchen | $7,500 |
| Best Friends Animal Society | |||||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | NONE | PC | general operating support | $5,000 |
| Big Nfp | |||||||
| 6011 S Lawrence Ave | Chicago | IL | 60637 | NONE | PC | general operating support | $20,000 |
| Bike Newport | |||||||
| 62 Broadway | Newport | RI | 02840 | NONE | PC | general operating support | $20,000 |
| Black Ensemble Theater Corporation | |||||||
| 4450 N Clark Street | Chicago | IL | 60640 | NONE | PC | general operating support | $30,000 |
| Blackroots Alliance | |||||||
| 318 W Adams Street Suite 1610 | Chicago | IL | 60610 | NONE | PC | for Ujimaa Medics Asthma Community Care | $7,000 |
| Boys Clubs & Girls Clubs of Newport County Inc | |||||||
| 95 Church Street | Newport | RI | 02840 | NONE | PC | general operating support | $40,000 |
| Breakthrough Urban Ministries Inc | |||||||
| 402 N St Louis Ave | Chicago | IL | 60624 | NONE | PC | Street Outreach for Violence Reduction Program | $25,000 |
| Brooks School | |||||||
| 1160 Great Pond Road | North Andove | MA | 01845 | NONE | PC | for the Brooks Fund | $1,000 |
| Building Bridges Across the River | |||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | NONE | PC | Building Bridges Farm $25,000 and $25,000 for the 11th Street Bridge Park | $50,000 |
| BVM Capacity Building Institute Inc | |||||||
| 3645 Marketplace Boulevard Suite 1 | Atlanta | GA | 30337 | NONE | PC | general operating support | $100 |
| Campaign Legal Center Inc | |||||||
| 1101 14th Street NW | Washington | DC | 20005 | NONE | PC | work to protect voter right and fair elections (3 year grant 2022-2024 $50,000 per year) | $50,000 |
| Capital Fringe Inc | |||||||
| 607 New York Ave | Washington | DC | 20001 | NONE | PC | general operating support $7,500 and spring 2025 season of Down to Earth $7,500 | $15,000 |
| Capital Impact Partners | |||||||
| 1400 Crystal Drive | Arlington | VA | 22202 | NONE | PC | for support of Nourish DC | $35,000 |
| Charting Careers Inc | |||||||
| 210 Legion Ave 6463 | Annapolis | MD | 21403 | NONE | PC | general operating support | $500 |
| Chesapeake Bay Trust | |||||||
| 108 Severn Avenue Suite 405 | Annapolis | MD | 21403 | NONE | PC | support Capacity Building Initiative $25,000 and the Mid-Atlantic Environmental Justice Fund $25,000 | $50,000 |
| Chicago Archery Club Inc | |||||||
| 7936 S Maplewood Ave | Chicago | IL | 60652 | NONE | PC | general operating support | $7,500 |
| Chicago Black Gay Mens Caucus | |||||||
| 180 N Michigan Ave Suite 1200 | Chicago | IL | 60601 | NONE | PC | for the Caucus CORE retreat | $7,500 |
| Chicago Run | |||||||
| 4115 N Ravenswood Ave Suite 200 | Chicago | IL | 60657 | NONE | PC | general operating support | $25,000 |
| Chicago Shakespeare Theater | |||||||
| 800 E Grand Ave | Chicago | IL | 60611 | NONE | PC | general operating support | $30,000 |
| Chicago Votes | |||||||
| PO Box 377820 | Chicago | IL | 60617 | NONE | PC | general operating support (3 year grant 2022-2024 $50,000 per year) | $50,000 |
| City Wildlife Inc | |||||||
| 15 Oglethorpe Street NW | Washington | DC | 20011 | NONE | PC | general operating support | $5,000 |
| Clean Water Fund | |||||||
| 1444 I Street NW | Washington | DC | 20005 | NONE | PC | Anacostia Park and Community Collaborative | $30,000 |
| College Unbound | |||||||
| 325 Public Street 2nd Floor | Providence | RI | 02905 | NONE | PC | for the Newport Program | $15,000 |
| Columbia Land Trust | |||||||
| 850 Officers Row | Vancouver | WA | 98661 | NONE | PC | general operating support | $5,000 |
| Community Foundation of Anne Arundel County | |||||||
| 900 Bestage Road | Annapolis | MD | 21401 | NONE | PC | support of the Grants 4 Teachers fund | $1,250 |
| Company of the Redwood Library and Athenaeum | |||||||
| 50 Bellevue Avenue | Newport | RI | 02840 | NONE | PC | general operating support | $25,000 |
| Conexion Latina Newport | |||||||
| 170 Broadway | Newport | RI | 02840 | NONE | PC | general operating support | $25,000 |
| Conservation Agency | |||||||
| 67 Howland Avenue | Jamestown | RI | 02835 | NONE | PC | support ongoing work to publish coyote management research finding | $30,000 |
| Day One | |||||||
| 100 Medway Street | Providence | RI | 02906 | NONE | PC | general operating support for the Aquidneck Island Programs | $20,000 |
| DC Central Kitchen Inc | |||||||
| 425 Second Street NW | Washington | DC | 20001 | NONE | PC | general operating support | $25,000 |
| DC Greens | |||||||
| 2000 P Sreet NW Suite 240 | Washington | DC | 20036 | NONE | PC | general operating support | $20,000 |
| Demos a Network for Ideas and Action Ltd | |||||||
| 80 Broad Street 4th floor | New York | NY | 10004 | NONE | PC | general operating support | $750 |
| Dickinson College | |||||||
| PO Box 1773 | Carlisle | PA | 17013 | NONE | PC | for the Wheel and Chain Leadership Fund | $1,000 |
| Dreaming Out Loud Foundation | |||||||
| 80 M Street SE | Washington | DC | 20004 | NONE | PC | general operating support $35,000 and $50,000 to support development of Marion Barry Avenue Market | $85,000 |
| East Bay Community Action Program | |||||||
| 19 Broadway | Newport | RI | 02840 | NONE | PC | general operating support for Aquidneck Island | $25,000 |
| Environmental Film Festival in the Nation's Capital | |||||||
| 2633 W 16th Street NW 1F | Washington | DC | 20009 | NONE | PC | general operating support | $15,000 |
| Equine Rescue League Foundation | |||||||
| PO Box 4366 | Leesburg | VA | 20177 | NONE | PC | general operating support | $2,500 |
| FabNewport Inc | |||||||
| 1 York Street | Newport | RI | 02840 | NONE | PC | general operating support | $20,000 |
| Field Museum of Natural History | |||||||
| 1400 S Lakeshore Drive | Chicago | IL | 60605 | NONE | PC | general operating support | $30,000 |
| Free Root Operation | |||||||
| 4131 S State St | Chicago | IL | 60609 | NONE | PC | for the BLOOM Program | $5,000 |
| Friends of Anacostia Park | |||||||
| 660 Pennsylvania Ave SE Unit 15178 | Washington | DC | 20003 | NONE | PC | general operating support | $41,500 |
| Friends of the Children - Chicago | |||||||
| 1612 South Blvd | Evanston | IL | 60202 | NONE | PC | general operating support | $3,000 |
| Friends of the Island Cemetery Company | |||||||
| 30 Warner Street | Newport | RI | 02840 | NONE | PC | restore and repair the monument on the George Norman family plot in the Newport Cemetery | $40,000 |
| Friends of the Parks | |||||||
| 67 E Madison Street Suite 1817 | Chicago | IL | 60603 | NONE | PC | general operating support | $30,000 |
| FRESHFARM Markets Inc | |||||||
| 1380 Monroe St NW Suite 605 | Washington | DC | 20010 | NONE | PC | general operating support | $35,000 |
| Fuller Park Community Development Corporation | |||||||
| 4417 S Stewart Ave | Chicago | IL | 60609 | NONE | PC | for the Juneteenth Family Fun Fest | $7,500 |
| Garfield Park Community Council | |||||||
| 300 N Central Park Ave | Chicago | IL | 60624 | NONE | PC | general operating support | $25,000 |
| Georgetown Ministry Center | |||||||
| 1041 Wisconsin Ave NW | Washington | DC | 20032 | NONE | PC | general operating support | $3,000 |
| George Washington Carver Agriculture Research Center Inc | |||||||
| PO Box 2018 | Culpeper | VA | 22701 | NONE | PC | support the construction of the Food Enterprise Center | $25,000 |
| Gift of Hope Community Foundation | |||||||
| 425 Spring Lake Drive | Itasca | IL | 60143 | NONE | PC | general operating support - gift of Hope Illinois | $106 |
| Girls Like Me Project Inc | |||||||
| 7116 S Morgan | Chicago | IL | 60621 | NONE | PC | for the Soul Power Healing Peace Garden | $6,000 |
| Green Hollow Center Inc | |||||||
| 269 S 83rd Street | West Des Moines | IA | 50266 | NONE | PC | for the Friends of BlackBurn State Park | $2,500 |
| Green Oceans | |||||||
| PO Box 976 | Little Compton | RI | 02837 | NONE | PC | general operating support | $10,000 |
| Green Scheme | |||||||
| 1453 Evarts Street NE | Washington | DC | 20018 | NONE | PC | general operating support | $25,000 |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | NONE | PC | general operating support | $15,000 |
| Greater Washington Educational Telecommunications Association Inc | |||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | NONE | PC | support opera broadcasts on Classical WETA 90.0 FM | $5,000 |
| Grow Smart Rhode Island | |||||||
| One Empire Plaza | Providence | RI | 02903 | NONE | PC | general operating support | $45,000 |
| Heartland Human Care Services Inc | |||||||
| 208 S LaSalle St Suite 1300 | Chicago | IL | 60604 | NONE | PC | general operating support for READI Chicago Program | $12,000 |
| Hope for Animals Clear Creek Rescue | |||||||
| PO Box 63 | Georgetown | CO | 80444 | NONE | PC | general operating support | $3,000 |
| Howard Brown Health Center | |||||||
| 4025 N Sheridan Road | Chicago | IL | 60613 | NONE | PC | general operating support | $25,000 |
| Hubbard Street Dance Chicago | |||||||
| 1147 W Jackson Boulevard | Chicago | IL | 60607 | NONE | PC | general operating support | $30,000 |
| Hubbard Street Dance Chicago | |||||||
| 1147 W Jackson Boulevard | Chicago | IL | 60607 | NONE | PC | general operating support in honor of William N. Wood Prince and Patrick B. Wood-Prince | $10,000 |
| Hyde School | |||||||
| 616 High Street | Bath | ME | 04530 | NONE | PC | Annual Fund | $1,000 |
| Ignite Org | |||||||
| 180 N Michigan Ave Suite 1900 | Chicago | IL | 60601 | NONE | PC | general operating support | $25,000 |
| Jazz Institute of Chicago Inc | |||||||
| 410 S Michigan Avenue Suite 500 | Chicago | IL | 60605 | NONE | PC | general operating support | $1,000 |
| Kartemquin Educational Films | |||||||
| 1901 W Wellington | Chicago | IL | 60657 | NONE | PC | general operating support | $30,000 |
| Kids Above All Illinois | |||||||
| 8765 W Higgins Road | Chicago | IL | 60631 | NONE | PC | Emerge Supportive Housing Program | $25,000 |
| La Casa Norte | |||||||
| 3533 W North Ave | Chicago | IL | 60647 | NONE | PC | general operating support | $25,000 |
| Lake Forest Open Lands Association | |||||||
| 350 N Waukegan Road | Lake Forest | IL | 60045 | NONE | PC | general operating support | $5,000 |
| Lambs Farm Inc | |||||||
| PO Box 520 | Libertyville | IL | 60048 | NONE | PC | general operating support | $4,000 |
| Lawndale Pop-up Spot | |||||||
| 1228 W Winona Street 2N | Chicago | IL | 60640 | NONE | PC | general operating support | $5,000 |
| Light of Loving Kindness | |||||||
| 7828 S Spaulding Ave | Chicago | IL | 60652 | NONE | PC | to support Self-Love in Nature: Reconnecting to Our Roots program | $3,500 |
| Little Sisters of the Poor Chicago Inc | |||||||
| 80 West Northwest Highway | Palatine | IL | 60067 | NONE | PC | general operating support | $4,000 |
| Little Village Environmental Justice Organization | |||||||
| 2445 South Spaulding | Chicago | IL | 60623 | NONE | PC | general operating support | $25,000 |
| Little Village Environmental Justice Organization | |||||||
| 2445 South Spaulding | Chicago | IL | 60623 | NONE | PC | for the Chicago Asian Americans for Environmental Justice Organization | $15,000 |
| Lost Woods Animal Sanctuary | |||||||
| 2025 Louise Street | Crystal Lake | IL | 60014 | NONE | PC | general operating support | $5,000 |
| Love to Serve Incorporated | |||||||
| 3400 W 111th Street Unit 408 | Chicago | IL | 60655 | NONE | PC | general operating support | $6,500 |
| Lucys Hearth | |||||||
| 19 Valley Road | Middletown | RI | 02842 | NONE | PC | general operating support | $40,000 |
| LYTE Collective | |||||||
| 2333 N Kildare Avenue | Chicago | IL | 60639 | NONE | PC | general operating support | $26,250 |
| Madeira School | |||||||
| 8328 Georgetown Pike | McLean | VA | 22102 | NONE | PC | The Madeira Fund | $3,000 |
| Mamatoto Village Inc | |||||||
| 4315 Sheriff Road | Washington | DC | 20019 | NONE | PC | general operating support | $20,000 |
| Martin Luther King Community Center | |||||||
| 20 Dr Marcus F Wheatland Boulevard | Newport | RI | 02840 | NONE | PC | general operating support | $30,000 |
| Martin Luther King Community Center | |||||||
| 20 Dr Marcus F Wheatland Boulevard | Newport | RI | 02840 | NONE | PC | capital campaign | $50,000 |
| Maryland League of Conservation Voters Education Fund | |||||||
| 30 W Street Suite C | Annapolis | MD | 21401 | NONE | PC | for the Education Fund | $500 |
| Metro Squash NFP | |||||||
| 6100 S Cottage Grove | Chicago | IL | 60637 | NONE | PC | general operating support | $30,000 |
| Michael Reese Health Trust | |||||||
| 1707 North Randall Road Suite 200 | Elgin | IL | 60123 | NONE | PC | general operating support | $15,000 |
| Mid-Atlantic Food Resilience and Access Coalition Inc | |||||||
| 1177 Annapolis Road Unit 101 | Odenton | MD | 21113 | NONE | PC | general operating support | $25,000 |
| Middleburg Humane Foundation | |||||||
| PO Box 1238 | Middleburg | VA | 20118 | NONE | PC | general operating support | $5,000 |
| Mission of Our Lady of Mercy (Mercy Home for Boys & Girls) | |||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | NONE | PC | general operating support | $25,000 |
| Mosaic Theater Company of DC | |||||||
| 1333 H Street NE | Washington | DC | 20002 | NONE | PC | general operating support | $15,000 |
| Mr Dads Fathers Club | |||||||
| 6405 S Wolcott Ave | Chicago | IL | 60636 | NONE | PC | for the South Merrill Community Garden | $7,500 |
| NAACP Legal Defense and Educational Fund | |||||||
| 40 Rector Street 5th Floor | New York | NY | 20006 | NONE | PC | for the civic engagement Participation Program | $50,000 |
| National Gallery of Art | |||||||
| 2000B South Club Drive | Landover | MD | 20785 | NONE | PC | Collectors' Committee $20,000; Directors Circle $25,000 | $45,000 |
| National Museum of Mexican Art | |||||||
| 1852 W 19th Street | Chicago | IL | 60608 | NONE | PC | general operating support | $30,000 |
| National Sporting Library Incorporated | |||||||
| PO Box 1335 | Middleburg | VA | 20118 | NONE | PC | general operating support | $5,000 |
| National Wildlife Federation | |||||||
| 706 Giddings Ave Suite 1B | Annapolis | MD | 21401 | NONE | PC | for Choose Clean Water Coalition and its activities in Virginia | $25,000 |
| Neighborspace | |||||||
| 445 N Sacramento Blvd | Chicago | IL | 60612 | NONE | PC | Crandon Community Garden | $5,000 |
| Neighborspace | |||||||
| 445 N Sacramento Blvd | Chicago | IL | 60612 | NONE | PC | South Merrill Community Garden | $7,500 |
| New Moms Inc | |||||||
| 5317 West Chicago Aveue | Chicago | IL | 60618 | NONE | PC | general operating support | $25,000 |
| New Virginia Majority Education Fund | |||||||
| 3801 Mount Vernon Ave | Alexandria | VA | 22305 | NONE | PC | voter engagement and environmental justice issue | $35,000 |
| Newport Art Museum and Art Association | |||||||
| 76 Bellevue Avenue | Newport | RI | 02840 | NONE | PC | general operating support | $25,000 |
| Newport Community School | |||||||
| 55 Broadway | Newport | RI | 02840 | NONE | PC | NCS Connects Program | $15,000 |
| Newport Contemporary Ballet | |||||||
| 3 Charles Street | Newport | RI | 02840 | NONE | PC | capital campaign for permanent home | $40,000 |
| Newport Contemporary Ballet | |||||||
| 3 Charles Street | Newport | RI | 02840 | NONE | PC | general operating support | $25,000 |
| Newport County Community Mental Health Center Inc | |||||||
| 127 Johnny Cake Hill Road | Middletown | RI | 02842 | NONE | PC | general operating support | $35,000 |
| Newport County Womens Resource Center | |||||||
| 114 Touro Street | Newport | RI | 02840 | NONE | PC | general operating support $30,000; Newport Health Equity Zone to craft a resident driven equitable development strategy for North End community $15,000 | $45,000 |
| Newport Festivals Foundation Inc | |||||||
| 74 Martin Street | Essex | MA | 01929 | NONE | PC | for Aquidneck Island music education programs | $15,000 |
| Newport Film Inc | |||||||
| 174 Bellevue Ave | Newport | RI | 02840 | NONE | PC | general operating support | $15,000 |
| Newport Historical Society | |||||||
| 82 Touro Street | Newport | RI | 02840 | NONE | PC | for the Newport Show | $5,000 |
| Newport Historical Society | |||||||
| 82 Touro Street | Newport | RI | 02840 | NONE | PC | general operating support | $25,000 |
| Newport Hospital Foundation Inc | |||||||
| 11 Friendship Street | Newport | RI | 02840 | NONE | PC | for the Adolescent Behavioral Health Unit | $20,000 |
| Newport Middle Passage and Port Marker Project | |||||||
| PO Box 4706 | Middletown | RI | 02842 | NONE | PC | general operating support | $15,000 |
| Newport String Project | |||||||
| 1392 Westminister Street | Providence | RI | 02909 | NONE | PC | general operating support | $25,000 |
| Newport Tree Conservancy | |||||||
| PO Box 863 | Newport | RI | 02840 | NONE | PC | general operating support | $20,000 |
| Newport Young Mens Christian Association | |||||||
| 792 Valley Road | Middletown | RI | 02842 | NONE | PC | Rhody Squash Program | $17,500 |
| Night Ministry | |||||||
| 4711 N Ravenswood Avenue | Chicago | IL | 60640 | NONE | PC | Interim Supportive Housing Program | $25,000 |
| Norman Bird Sanctuary Trust | |||||||
| 583 Third Beach Road | Middletown | RI | 02842 | NONE | PC | general operating support | $20,000 |
| Northwestern Memorial Healthcare | |||||||
| 251 E Huron Street | Chicago | IL | 60611 | NONE | PC | Communication Skills Training | $30,000 |
| NYA Caf | |||||||
| 1731 E 84th Place | Chicago | IL | 60617 | NONE | PC | Activate South Coast Project | $3,000 |
| OCH Conservation Foundation | |||||||
| 5044 OBannon Road | The Plains | VA | 20198 | NONE | PC | general operating support $5,000 and support of partnership with Virginia Working Landscapes | $10,000 |
| PeacePlayers International | |||||||
| 1200 New Hampshire Ave NW | Washington | DC | 20036 | NONE | PC | general operating support for the Chicago Program | $20,000 |
| Pennsylvania Voice | |||||||
| 915 Spring Garden Street | Philadelphia | PA | 19123 | NONE | PC | general operating support | $2,250 |
| Petey and Furends | |||||||
| 802 Adclare Road | Rockville | MD | 20850 | NONE | PC | general operating support | $5,000 |
| Piedmont Environmental Council | |||||||
| PO Box 460 | Warrenton | VA | 02188 | NONE | PC | general operating support $150,000 and to support public education and advocacy around data center and solar siting $50,000 | $200,000 |
| Piedmont Environmental Council (Coalition for Smarter Growth) | |||||||
| PO Box 460 | Warrenton | VA | 20188 | NONE | PC | for the Regional Land Use, Transportation and Affordable Housing Campaigns | $120,000 |
| Piedmont Journalism Foundation | |||||||
| PO Box 21 | The Plains | VA | 20198 | NONE | PC | general operating support $25,0000 and for technical assistance $25,000 | $50,000 |
| Planned Parenthood Association of Metropolitan Washington DC | |||||||
| 1225 4th Stree NE | Washington | DC | 20002 | NONE | PC | general operating support | $25,000 |
| Planned Parenthood of Southern New England Inc | |||||||
| 111 Point Street | Providence | RI | 02903 | NONE | PC | support of clinical, educational and advocacy work | $35,000 |
| Potomac Riverkeeper Inc | |||||||
| 3070 M Street NW | Washington | DC | 20007 | NONE | PC | general operating support | $20,000 |
| Preservation Society of Newport County | |||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | NONE | PC | annual gala support | $20,000 |
| Preservation Society of Newport County | |||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | NONE | PC | Tree and Landscape Preservation Program | $35,000 |
| Preservation Society of Newport County | |||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | NONE | PC | Annual Fund $5,000 and Summer Ball $15,000 | $20,000 |
| Prince Foundation | |||||||
| 140 S Dearborn Suite1410 | Chicago | IL | 60603 | NONE | PF | funds to be expended in 2025 | $20,000 |
| Prism Foundation | |||||||
| PO Box 22155 | Oakland | CA | 94623 | NONE | PC | general operating support | $1,250 |
| ProgressNow Education | |||||||
| 614 Seymour Ave | Lansing | MI | 48933 | NONE | PC | for Progress Virginia Education Fund | $50,000 |
| Project Impact 180 | |||||||
| 1624 S Pulaski | Chicago | IL | 60623 | NONE | PC | Every Kid Outdoor Initiative | $5,000 |
| Red Fern Animal Rescue | |||||||
| 225 South Dexter | Denver | CO | 80246 | NONE | PC | general operating support | $3,300 |
| Red Sneakers for Oakley | |||||||
| 313 Datura | West Palm Beach | FL | 33401 | NONE | PC | general operating support | $5,000 |
| Remote Area Medical | |||||||
| 2200 Stock Street Blvd | Rockford | TN | 37853 | NONE | PC | general operating support | $5,000 |
| Restoring the Path | |||||||
| 1406 W 64th Street | Chicago | IL | 60636 | NONE | PC | general operating support | $20,000 |
| Rhode Island Arts Foundation at Newport Incorporated | |||||||
| 850 Aquidmeck Avenue | Middletown | RI | 02842 | NONE | PC | general operating support | $20,000 |
| Rhode Island Community Food Bank Association | |||||||
| 200 Niantic Avenue | Providence | RI | 02907 | NONE | PC | general operating support | $20,000 |
| Rhode Island Kids Count Inc | |||||||
| One Union Station | Providence | RI | 02903 | NONE | PC | general operating support | $35,000 |
| Rhode Island Legal Services Inc | |||||||
| 56 Pine Street | Providence | RI | 02903 | NONE | PC | general operating support for the Newport office | $35,000 |
| RI Slave History Medallions | |||||||
| PO Box 2505 | Newport | RI | 02840 | NONE | PC | general operating support | $20,000 |
| Robert Potter League for Animals Inc | |||||||
| PO Box 412 | Middletown | RI | 02840 | NONE | PC | general operating support | $15,000 |
| Rockson Community Development Corporation Inc | |||||||
| 4800 Nannie Helen Burroughs Ave | Washington | DC | 20019 | NONE | PC | general operating support | $25,000 |
| Sail to Prevail Inc | |||||||
| PO Box 1264 | Newport | RI | 02840 | NONE | PC | general operating support | $10,000 |
| Sankofa Community Connection | |||||||
| Two Broadway | Newport | RI | 02840 | NONE | PC | general operating support | $30,000 |
| Save The Bay Inc | |||||||
| 100 Save the Bay Drive | Providence | RI | 02916 | NONE | PC | general operating support | $45,000 |
| Save The Bay Inc | |||||||
| 100 Save the Bay Drive | Providence | RI | 02916 | NONE | PC | aquarium capital campaign | $32,500 |
| Saving Grace Pet Food Bank Inc | |||||||
| PO Box 110095 | Naples | FL | 34108 | NONE | PC | general operating support | $3,000 |
| Serve Your City | |||||||
| 545 7th Street SE | Washington | DC | 20003 | NONE | PC | general operating support | $311 |
| Sista Afya Community Care NFP | |||||||
| 5022 S STATE ST | Chicago | IL | 60609 | NONE | PC | general operating support | $2,500 |
| Smithsonian Institute | |||||||
| 1901 Fort Place SE | Washington | DC | 20020 | NONE | PC | Anacostia Community Museum for general operating support | $15,000 |
| South Shore Drill Team & Performing Arts Ensemble | |||||||
| 7218 South Chicago Ave | Chicago | IL | 60619 | NONE | PC | general operating support | $3,000 |
| St Lukes School | |||||||
| 487 Hudson Street | New York | NY | 10014 | NONE | PC | for the Annual Fund | $30,000 |
| Star Kids Scholarship Program | |||||||
| PO Box 6214 | Middletown | RI | 02842 | NONE | PC | general operating support | $10,000 |
| Sustainable Agriculture and Food Systems Funders | |||||||
| 133 E Guerra 306 | Santa Barbara | CA | 93101 | NONE | PC | Chesapeake Bay Funders Network membership and general operating support | $15,000 |
| The Bloc | |||||||
| 1345 N Karlov Ave | Chicago | IL | 60651 | NONE | PC | general operating support | $20,000 |
| The Elephant Sanctuary in Tennessee | |||||||
| PO Box 393 | Hohenwald | TN | 38462 | NONE | PC | general operating support | $2,300 |
| The Garden Club of America | |||||||
| 14 East 60th Street | New York | NY | 10022 | NONE | PC | for support of the Partners for Plants program | $5,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | for private tours to support the Stern School of Alumni | $5,000 |
| The New York Public Library Astor Lenox and Tilden Foundations | |||||||
| Fifth Avenue and 42nd Street | New York | NY | 10018 | NONE | PC | for sponsorship of the Library Luncheon | $50,000 |
| The University of Rhode Island Foundation & Alumni Engagement | |||||||
| 79 Upper College Road | Kingston | RI | 02881 | NONE | PC | support for "For Shore: What's Out My Window?"- A Podcast Project to Engage Aquidneck Island in Offshore Wind Energy(OWE) issues | $40,000 |
| The Virginia Civic Engagement Table | |||||||
| PO Box 8586 | Richmond | VA | 23226 | NONE | PC | general operating support | $25,000 |
| The Wild Animal Sanctuary a Colorado Non-Profit Corporation | |||||||
| 1946 WCR 53 | Keenesburg | CO | 80643 | NONE | PC | general operating support | $3,400 |
| Third Sector New England Inc | |||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | NONE | PC | general operating support Rhode Island Land Trust Council | $20,000 |
| Tides Foundation | |||||||
| 1012 Torney Ave | San Francisco | CA | 94129 | NONE | PC | Movement Voter Fund work in Tier 1 States | $50,000 |
| Trinity Services Inc | |||||||
| 100 North Gouger Road | Joliet | IL | 60432 | NONE | PC | Wilcox Group Home In Joliet | $2,500 |
| Trustees of Boston University | |||||||
| 595 Commonwealth Ave Suite 700 Wes | Boston | MA | 02215 | NONE | PC | Accelerate the Future Scholarship Fund, BRIDGE Program, and SSW Student Emergency Fund | $300 |
| Tudor Place Foundation Inc | |||||||
| 1644 31st Street NW | Washington | DC | 20007 | NONE | PC | general operations $5,000 Annual Garden Party $10,000 | $15,000 |
| Up2US Inc | |||||||
| 520 8th Avenue 2nd Floor | New York | NY | 10018 | NONE | PC | general operating support for the Chicago Office | $15,000 |
| Upbeat Music and Arts Center | |||||||
| 2619 W Homer Street | Chicago | IL | 60647 | NONE | PC | general operating support | $2,500 |
| Urban Growers Collective Inc | |||||||
| 1200 W 35th Street 118 | chicago | IL | 60609 | NONE | PC | general operating support | $25,000 |
| Urban Initiatives Inc | |||||||
| 650 West Lake Street Suite 340 | Chicago | IL | 60661 | NONE | PC | general operating support | $25,000 |
| Urban Theater Chicago Nfp | |||||||
| 2620 W Division Street | Chicago | IL | 60622 | NONE | PC | for the Latine Theater Leaders Collective | $20,000 |
| Virginia Conservation Network | |||||||
| 409 E Main Street | Richmond | VA | 23219 | NONE | PC | general operating support $40,000 and support of the Shared Trust building for Solar in Virginia project $20,000 | $60,000 |
| Virginia New Majority Education Fund | |||||||
| 3801 Mount Vernon Avenue | Alexandria | VA | 22305 | NONE | PC | support voter engagement and environmental justice issues | $35,000 |
| Virginia Point to Point Foundation | |||||||
| PO Box 1877 | Middleburg | VA | 20118 | NONE | PC | general operating support | $5,000 |
| Ward 8 Woods Conservancy Inc | |||||||
| 3214 11th Place SE | Washington | DC | 20032 | NONE | PC | general operating support | $1,500 |
| Washington Performing Arts Society | |||||||
| 1400 K Street NW Suite 500 | Washington | DC | 20005 | NONE | PC | general operating support | $20,000 |
| Washington Square Services Corporation | |||||||
| 4 Farewell Street | Newport | RI | 02840 | NONE | PC | general operating support for the McKinney Cooperative Shelter | $20,000 |
| Westside Cultural Alliance | |||||||
| 4223 W Lake Streeet 342 | Chicago | IL | 60624 | NONE | PC | general operating support | $6,500 |
| Woman's Board of Northwestern Memorial Hospital | |||||||
| 541 N Fairbanks Ste 800 | Chicago | IL | 60611 | NONE | PC | general operating support | $7,000 |
| Woman's Board of Northwestern Memorial Hospital | |||||||
| 541 N Fairbanks Ste 800 | Chicago | IL | 60611 | NONE | PC | for the 75th Passavant Cotillion | $25,000 |
| Womens Health and Education Fund | |||||||
| PO Box 5863 | Providence | RI | 02903 | NONE | PC | general operating support | $15,000 |
| Woodlands Academy | |||||||
| 760 East Westleigh Road | Lake Forest | IL | 60045 | NONE | PC | general operating support | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,196,417 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,394,520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,591,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$197,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$197,465 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,856 | Amt |
| Net Investment Income | $12,499 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|
| Furniture & Fixtures | $8,130 |
| Computer Equipment | $3,381 |
| Leasehold Improvements | $838 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $12,566 | $9,634 | $2,932 | $2,932 |
| OTHER | $131,533 | $107,392 | $24,141 | $24,141 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRINCE CHARITABLE TRUST POOLED FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $118,845,358 | BookValueAmt |
| EOYFMV | $118,845,358 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,247 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,124 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $29,138 | $0 | $0 | $29,138 |
| DUES & SUBSCRIPTIONS | $11,594 | $0 | $0 | $11,594 |
| PAYROLL SERVICE FEES | $5,971 | $597 | $0 | $5,374 |
| FUNCTION SUPPORT | $9,538 | $0 | $0 | $9,538 |
| COMPUTER EXPENSE | $22 | $0 | $0 | $22 |
| INSURANCE EXPENSE GENERAL | $70,130 | $7,013 | $0 | $63,117 |
| Software and Licensing Fees | $25,808 | $0 | $0 | $25,808 |
| MISCELLANEOUS EXPENSE | $260 | $0 | $0 | $260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PRINCE CHARITABLE POOLED FUND | Desc |
| Revenue And Expenses Per Books | $1,394,520 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,469,786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $14,343,779 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL SERVICES | $216,022 | $0 | $0 | $22,886 |
| ADMINISTRATIVE SERVICES | $22,886 | $0 | $0 | $216,022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $89,000 | $0 | $0 | $0 |
| PAYROLL TAX | $84,714 | $8,471 | $0 | $76,243 |
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