EXCELERATE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EXCELERATE FOUNDATION INC (EIN 52-1772345)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-21
- IRS object ID
- 201900219349100700
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-21T13:48:29-08:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942771548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholson & Olson CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 729 Sunrise Avenue Suite 303 | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521772345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELERATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 9165868444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 GOLD MEADOW WAY | AddressLine1Txt |
| City | GOLD RIVER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ALEX SLOAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles A Nicholson | PreparerPersonNm |
| PTIN | P00410549 | PTIN |
| Phone | 9167867997 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,044,815 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $155,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,742,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,875 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $447,395 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $685,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,021 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $157,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $542 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $542 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,073 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $11,073 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,377 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,292 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,475 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,475 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,233 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,138 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,138 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,984 | CashBOYAmt |
| Cash EOY | $384,111 | CashEOYAmt |
| Cash EOYFMV | $384,111 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,694 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $449,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $449,798 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,778,493 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,845,033 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,845,033 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,476,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,480,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,480,364 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $818,764 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $873,309 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $873,309 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $11,655 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,285,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,044,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,044,815 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,112 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,039 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,039 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,278,112 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,040,776 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,278,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,040,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,285,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,044,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,278,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $627,917 | OtherIncreasesAmt |
| Subtotal | $10,040,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,040,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK | P | 2018-09-30 | 2018-09-30 | $1,565,550 | $1,506,772 | $58,778 | $58,778 |
| US BANK | P | 2001-09-30 | 2018-09-30 | $177,129 | $153,032 | $24,097 | $24,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,875 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $58,778 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $425,349 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,823,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04820 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $510,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,651,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05902 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $502,768 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,274,332 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $306,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,520,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03216 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $470,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,042,354 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04688 | DistributionYr5Rt |
| Total Distribution | 0.240484 | TotalDistributionRt |
| Average Distribution | 0.048097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,514,036 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $457,597 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $459,602 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $509,848 | 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 | $2,005 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,005 | SubtotalAmt |
| Tax Based On Investment Income | $2,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,584 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,584 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,579 | OverpaymentAmt |
| Applied To ES Tax | $5,579 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | excelerate-foundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORE 4 FINANCIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165868444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 GOLD MEADOW WAY SUITE 100 | AddressLine1Txt |
| City | GOLD RIVER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN ALEX SLOAN | ||||||
| 101 PARKSHORE DRIVE | FOLSOM | CA | 95630 | President | 10.00 | $59,000 |
| ERNEST LEWIS | ||||||
| 101 PARKSHORE DRIVE | FOLSOM | CA | 95630 | Secretary | 6.00 | $49,000 |
| EDWARD DADAKIS | ||||||
| 101 PARKSHORE DRIVE | FOLSOM | CA | 95630 | Treasurer | 6.00 | $49,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,142,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $516,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,658,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,658,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,514,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $475,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $475,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,005 | TotalTaxAmt |
| Distributable Before Adj | $473,697 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,697 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,848 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $509,848 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,005 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $507,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,153 | UndistributedIncomePYAmt |
| Qualifying Distributions | $509,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,153 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $460,695 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $13,002 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDSLifeCycle | |||||||
| PO Box 6000 | San Francisco | CA | 94160 | n/a | 501(c)(3) | Supporting individual riders in the San Francisco to Los Angeles bike ride. | $18,000 |
| Grass Roots Gay Rights West | |||||||
| 584 Castro St 495 | San Francisco | CA | 94114 | n/a | 501(c)(3) | General support of organization's fundraising activities and support of community activities. | $20,000 |
| Openhouse | |||||||
| 1800 Market St PMB93 | San Francisco | CA | 94102 | n/a | 501(c)(3) | Assist in organization purpose of providing services and housing support to senior LGBT San Francisco. | $10,138 |
| Transportation Association of Green | |||||||
| 13 Riverside Avenue | Riverside | CT | 06878 | n/a | 501(c)(3) | Partial support for the purchase of a new bus. | $25,000 |
| UC Davis Foundation | |||||||
| 1460 Drew Ave Ste 100 | Davis | CA | 95616 | n/a | 501(c)(3) | Funding for leadership prize for staff. | $100,000 |
| East Harlem Tutorial | |||||||
| 2050 2nd Ave | New York | NY | 10029 | n/a | 501(c)(3) | General operation funds for the program impacting at-risk youth. | $15,000 |
| Greenwich Point Conservancy | |||||||
| PO Box 377 | Old Greenwich | CT | 06870 | n/a | 501(c)(3) | General program support for organization that focuses on historic preservation in town. | $10,000 |
| Greenwhich Town Party | |||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | n/a | 501(c)(3) | General program support for group that build community and town unification. | $12,000 |
| Communinity Centers Inc | |||||||
| 61 E Putnam Ave | Greenwich | CT | 06830 | n/a | 501(c)(3) | To help fund their summer program which seeks to support children in grades 2-12 who predominately live in local housing projects. | $30,000 |
| LGBT Historical Society | |||||||
| 657 Mission St Ste 300 | San Francisco | CA | 94105 | n/a | 501(c)(3) | Support of short term need to cover part of costs to move the Society's collection to a new space for organization that preserves critical archives for the LGBT movement. | $10,000 |
| Horizons Foundation | |||||||
| 550 Montgomery St Ste 700 | San Francisco | CA | 94111 | n/a | 501(c)(3) | Support of the organizations $3.5 million five-year "Now and Forever Campaign" which seeks to bolster the organization's capacity to strengthen its fundraising and grantmaking work. | $5,000 |
| Huckleberry Youth Programs | |||||||
| 3310 Geary Blvd | San Francisco | CA | 94118 | n/a | 501(c)(3) | General program support of the organization whose purpose is counseling, referral and shelter services for at risk and trafficked youth in SF and Marin counties. | $20,000 |
| Light in the Grove | |||||||
| PO Box 2270 | San Francisco | CA | 94118 | n/a | 501(c)(3) | Sponsorship of the annual Light in the Grove fundraising event for organization that provides, in perpetuity, a place of remembrance so that the lives of people who died from AIDS are not forgotten and the story is known by future generations. | $5,000 |
| SF LGBT Center | |||||||
| 1800 Market St | San Francisco | CA | 94102 | n/a | 501(c)(3) | Fundraiser event sponsorship for organization whose charter is to connect LGBT community to opportunities, resources and each other to achieve our vision of a stronger, healthier, and more equitable world for LGBT people. | $5,000 |
| Positive Resource Center | |||||||
| 785 Market Street 10th Floor | San Francisco | CA | 94103 | n/a | 501(c)(3) | Sponsorship for fundraising event for organization that supports HIV/AIDS, mental health, and substance abuse services. | $5,000 |
| American Heart Association Inc | |||||||
| 2300 Centerpark West Dr | West Palm Beach | FL | 33409 | n/a | 501(c)(3) | Sponsorship of the annual fundraising event for organization that conducts research to develop therapies and cures for heart disease. | $15,000 |
| The Yankee Institute | |||||||
| 216 Main Street | Hartford | CT | 06106 | n/a | 501(c)(3) | Sponsorship of the annual Freedom Gala, for organization that develops and advances free market solutions and public policy. | $5,000 |
| Greenwich Preservation Trust | |||||||
| 61 E Putnam Ave | Greenwich | CT | 06830 | n/a | 501(c)(3) | Support organization for annual leadership award for excellence in historical preservation. Organization provides education and advocacy for preservation of historic resources for the town of Greenwich. | $2,500 |
| Team to End AidsAids Foundation of | |||||||
| 200 West Jackson Blvd Suite 2100 | Chicago | IL | 60606 | n/a | 501(c)(3) | Sponsor participants of Chicago Marathon event, which raises funds for Aids Foundation of Chicago | $1,000 |
| Old Greenwich-Riverside Community C | |||||||
| 90 Harding Road | Old Greewich | CT | 06870 | 501(c)(3) | Sponsor group of players from a community little league baseball team to allow them to play baseball in Cooperstown New York. | $2,500 | |
| AIDS Walk San Francisco | |||||||
| 273 9th St | San Francisco | CA | 94103 | n/a | 501(c)(3) | Sponsor participant for annual AIDS walk, helping to raise money for HIV and aging research. | $500 |
| Family Centers Inc | |||||||
| 40 Arch Street | Greenwich | CT | 06830 | n/a | 501(c)(3) | Sponsor for annual fundraising event for organization whose charter is to empower children, adults, and communities to realize their full potential. | $5,000 |
| Glenville Volunteer Fire Company No | |||||||
| 266 Glenville Road | Greenwich | CT | 06831 | n/a | 501(c)(3) | Support for fundraising event for volunteer firefighter company. | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,138 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,875 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERY | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $447,395 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $685,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $685,416 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $11,073 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,073 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $873,309 | EOYBookValueAmt |
| EOYFMV | $873,309 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,480,364 | EOYBookValueAmt |
| EOYFMV | $6,480,364 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,845,033 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,845,033 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $542 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $542 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $11,655 | BOYBookValueAmt |
| EOY Book Value | $12,200 | EOYBookValueAmt |
| EOYFMV | $12,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $170 | $170 | |
| INFORMATION TECHNOLOGY | $473 | $473 | |
| INSURANCE | $2,741 | $2,741 | |
| OFFICE EXPENSE | $19 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERY | Desc |
| Revenue And Expenses Per Books | $447,395 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $1,377 | $0 | $0 | $1,377 |
| INVESTMENT FEES | $37,369 | $37,369 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAX | $3,282 | |
| STATE FEE | $10 | $10 |
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