FTHREE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FTHREE FOUNDATION (EIN 94-3376857)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349101037
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T12:32:29-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581433845 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZIER & DEETER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 PEACHTREE STREET NE SUITE 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943376857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTHREE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FTHR | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 STOCKTON STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY R FARESE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEIGHANN H COSTLEY | PreparerPersonNm |
| PTIN | P00121976 | PTIN |
| Phone | 4042537500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.132.51.144 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 11:04:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7519757CE60DCDDCC0FEBB9EC37AEB27BE8BE833 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7081F26C484FDA8255321A1637C16621BF04BB79 | AtSubmissionFilingDeviceId |
| 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 | $20,132,617 | 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 |
| Interest On Sav Rev And Expnss | $56,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,464 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $373,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,672,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,235,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,672,973 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,102,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,102,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,111 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,842 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,044 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,051,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,051,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,338,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,141,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,764,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,905,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $951,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,417,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,417,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,431,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,715,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,715,273 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,382,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,132,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,132,617 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,382,843 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,132,617 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,382,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,132,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,382,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,132,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,382,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,764,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,147,098 | SubtotalAmt |
| Other Decreases | $1,014,481 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,132,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 35,277.7220 SHARES - BLACKROCK STRAT INCM OPPTY PORT | P | 2017-05-31 | 2017-12-27 | $351,001 | $350,000 | $1,001 | $1,001 |
| 7,490.3870 SHARES - BLACKROCK STRAT INCM OPPTY PORT | P | 2015-05-26 | 2017-12-27 | $74,527 | $76,189 | -$1,662 | -$1,662 |
| 103,123.3120 SHARES - VANGUARD TOTAL INTL STK INDEX ADMIRAL | P | 2017-12-27 | $3,132,871 | $2,411,077 | $721,794 | $721,794 | |
| 70,213.6980 SHARES - VANGUARD TOTAL STOCK MKT INDEX FD | P | 2010-09-08 | 2017-12-27 | $4,698,686 | $1,921,295 | $2,777,391 | $2,777,391 |
| 40,000 SHARES - BANK OF NOVA SC | P | 2016-07-28 | 2017-01-12 | $40,000 | $40,000 | $0 | $0 |
| 60,000 SHARES - US TREASUR NT 2.75% | P | 2017-04-07 | 2017-05-23 | $62,560 | $62,178 | $382 | $382 |
| 50,000 SHARES - AMERICAN EXPRESS | P | 2015-11-13 | 2017-09-22 | $50,000 | $50,000 | $0 | $0 |
| 50,000 SHARES - BANK NEW YORK ME | P | 2014-03-13 | 2017-06-20 | $49,895 | $49,895 | $0 | $0 |
| 50,000 SHARES - GENERAL ELECTRIC | P | 2014-03-04 | 2017-09-29 | $52,138 | $49,369 | $2,769 | $2,769 |
| 50,000 SHARES - INTEL CORP | P | 2014-02-28 | 2017-01-30 | $50,039 | $50,021 | $18 | $18 |
| 45,000 - SHARES JOHN DEERE CAPITA | P | 2014-03-04 | 2017-09-18 | $45,000 | $45,000 | $0 | $0 |
| 35,000 - SHARES STATOIL ASA | P | 2016-03-23 | 2017-08-17 | $35,000 | $35,000 | $0 | $0 |
| 35,000 - SHARES THE GOLDMAN SACHS | P | 2016-03-22 | 2017-11-28 | $35,204 | $35,201 | $3 | $3 |
| 45,000 - SHARES TUSCALOOSA AL | P | 2014-07-24 | 2017-01-01 | $45,000 | $45,000 | $0 | $0 |
| 60,000 SHARES - US TREASUR NT 2.5% | P | 2014-09-26 | 2017-12-11 | $60,838 | $59,994 | $844 | $844 |
| 30,000 SHARES - US TREASUR NT 1.25% | P | 2014-02-28 | 2017-04-10 | $29,948 | $29,792 | $156 | $156 |
| 10,000 SHARES - US TREASUR NT 1.25% | P | 2014-02-28 | 2017-12-11 | $9,914 | $9,914 | $0 | $0 |
| 55,000 SHARES - US TREASUR NT 2.75% | P | 2015-10-05 | 2017-12-11 | $56,588 | $57,723 | -$1,135 | -$1,135 |
| CAPITAL LOSS - BROAD BASED CONSUMER CREDIT FUND K-1 | P | 2017-12-31 | $172,829 | -$172,829 | -$172,829 | ||
| CAPITAL GAIN - SONEN GLOBAL PUBLIC EQUITY FUND K-1 | P | 2017-12-31 | $125,134 | $125,134 | $125,134 | ||
| CAPITAL GAIN - SONEN GLOBAL PUBLIC EQUITY FUND K-1 | P | 2017-12-31 | $229,693 | $229,693 | $229,693 | ||
| CAPITAL LOSS - SONEN GLOBAL PUBLIC EQUITY FUND K-1 | P | 2017-12-31 | $9,903 | -$9,903 | -$9,903 | ||
| CAPITAL GAIN - RETHINK EDUCATION K-1 | P | 2017-12-31 | $1,151 | $1,151 | $1,151 | ||
| CAPITAL LOSS - SONEN GLOBAL SUSTAINABLE REAL ASSETS K-1 | P | 2017-12-31 | $1,451 | -$1,451 | -$1,451 | ||
| CAPITAL GAIN - SONEN GLOBAL SUSTAINABLE REAL ASSETS K-1 | P | 2017-12-31 | $253 | $253 | $253 | ||
| CAPITAL LOSS - RETHINK EDUCATION K-1 | P | 2017-12-31 | $636 | -$636 | -$636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,672,973 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,072,785 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,884,464 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059984 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $914,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,197,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047649 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $713,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,894,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $777,371 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,150,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042828 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $288,519 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,279,124 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017723 | DistributionYr5Rt |
| Total Distribution | 0.205930 | TotalDistributionRt |
| Average Distribution | 0.041186 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,057,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $784,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,054 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $823,950 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,141,111 | 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 | $39,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,877 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,877 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,823 | OverpaymentAmt |
| Applied To ES Tax | $21,823 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HIRSCHASSOC.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALENTINE FAMILY OFFICE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 PRESBYTERIAN AVENUE SUITE B | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR ROBERT V FARESE JR | ||||||||
| PO BOX 400 | CARROLLTON | GA | 30112 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY RICHARDS FARESE | ||||||||
| PO BOX 400 | CARROLLTON | GA | 30112 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JULIE SHAFER | ||||||||
| PO BOX 400 | CARROLLTON | GA | 30112 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CONOR FARESE | ||||||||
| PO BOX 400 | CARROLLTON | GA | 30112 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCH & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 STOCKTON STREET SUITE 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT | ServiceTypeTxt |
| Compensation | $90,111 | 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 | $18,368,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $978,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,347,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,347,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,057,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $952,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $952,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,054 | TotalTaxAmt |
| Distributable Before Adj | $913,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $913,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $913,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,141,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,141,111 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,054 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,102,057 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $913,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $186,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $186,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,141,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $913,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $227,298 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $413,868 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| 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 | $413,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $186,570 | ExcessFromYear1Amt |
| Excess From Current Year | $227,298 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLISON DOMICONE PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 STOCKTON STREET SUITE 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4158375408 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.HIRSCHASSOC.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.HIRSCHASSOC.COM | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.HIRSCHASSOC.COM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| AIM HIGH | ||||||||
| 16205 NW BETHANY CT 100 | BEAVERTON | OR | 97006 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION INC FOUNDATION | ||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | GATE PARK |
| CALMATTERS | ||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| CENTER FOR INVESTIGATIVE REPORTING INC | ||||||||
| 1400 65TH STREET SUITE 200 | EMERYVILLE | CA | 94608 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $100,000 | |
| CENTER FOR PUBLIC INTEGRITY | ||||||||
| 910 17TH STREET NW SUITE 700 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1012 TORNEY AVE THE PRESIDIO | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR DALAI LAMA FELLOWS | $1,000 | |
| COMPASS FAMILY SERVICES | ||||||||
| 49 POWELL STREET 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| DEMOCRACY 21 EDUCATION | ||||||||
| 2000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 | |
| EDUCATION PIONEERS | ||||||||
| 1625 CLAY STREET 3RD FLOOR | OAKLAND | CA | 94612 | NONE | 501(C)(3) PUBLIC CHA | BAY AREA EXPANSION | $50,000 | |
| EVERY TOWN FOR GUN SAFETY | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10017 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| EVERY VOICE CENTER | ||||||||
| 1211 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $60,000 | |
| FRIENDS OF SAN FRANCISCO PUBLIC LIBRARY | ||||||||
| 710 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF THE URBAN FOREST | ||||||||
| 1007 GENERAL KENNEDY AVE STE 1 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| GLOBAL CITIZEN YEAR | ||||||||
| 1625 CLAY STREET SUITE 400 | OAKLAND | CA | 94612 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | 501(C)(3) PUBLIC CHA | WILLIAM KENT SOCIETY | $1,000 | |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 100 BUSH STREET SUITE 925 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| ISSUE ONE | ||||||||
| 11 DUPONT CIRCLE SUITE 350 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $60,000 | |
| KQED INC | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT INSPIRED BY THE NEW EDUCATION PROJECT | $100,000 | |
| KRISTA TIPPETT PUBLIC PRODUCTIONS | ||||||||
| 1619 HENNEPIN AVENUE | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | |
| LITTLE KIDS ROCK | ||||||||
| 271 GROVE AVE BLDG E-2 | VERONA | NJ | 07044 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| MAPLIGHT | ||||||||
| 2223 SHATTUCK AVENUE | BERKELEY | CA | 94704 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $60,000 | |
| MARIN AGRICULTURAL LAND TRUST | ||||||||
| 145 A ST | POINT REYES STATION | CA | 94956 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| MEDIA IMPACT FUNDERS INC | ||||||||
| 200 WEST WASHINGTON SQUARE SUITE | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) PUBLIC CHA | NETWORK MEMBERSHIP RENEWAL | $500 | 220 |
| MERITUS COLLEGE FUND | ||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 111 SUTTER STREET 21ST FLOOR | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| PASSIM (47 PALMER INC) | ||||||||
| 26 CHURCH STREET SUITE 300 | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |
| PLANNED PARENTHOOD GULF COAST INC | ||||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |
| THE PREEMPTIVE LOVE COALITION | ||||||||
| 1300 DARBYTON DRIVE | HEWITT | TX | 76643 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| PROTEUS FUND | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR PIPER FUND | $60,000 | |
| REFUGEPOINT | ||||||||
| PO BOX 984001 | BOSTON | MA | 02298 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| ROCK THE VOTE | ||||||||
| 1001 CONNECTICUT AVE NW SUITE 640 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| SAN FRANCISCO CHILD ABUSE PREVENTION CENTER | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| SAN FRANCISCO FOOD BANK | ||||||||
| 9000 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| SOUTHWIRE POWER FUND | ||||||||
| PO BOX 10000 | CARROLLTON | GA | 30119 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| SUMMER SEARCH | ||||||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| THE CARTER CENTER | ||||||||
| ONE COPENHILL 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| THE TRACE (TRACE MEDIA INC) | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL FOUNDATION | ||||||||
| 100 EUROPA DR SUITE 490 CAMPUS BOX | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR INSTITUTE FOR THE ENVIRONMENT | $500 | 1105 |
| WGBH PUBLIC RADIO | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| YOUTH RADIO | ||||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| 826 VALENCIA | ||||||||
| 180 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94612 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| AMERICAN SOCIETY FOR CELL BIOLOGY | ||||||||
| 8120 WOODMOUNT AVENUE SUITE 750 | BETHESDA | MD | 20814 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | |
| FASEB SCIENCE RESEARCH CONFERENCES | ||||||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | NONE | 501(C)(3) PUBLIC CHA | CONFERENCE | $2,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | NONE | 501(C)(3) PUBLIC CHA | UNDOCUFUND FIRE RELIEF | $2,000 | |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | NONE | 501(C)(3) PUBLIC CHA | HURRICANE HARVEY RELIEF FUND | $5,000 | |
| HOPEWELL FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | CHECKS AND BALANCES EDUCATION FUND | $10,000 | |
| IGNITE | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| JAMESTOWN COMMUNITY CENTER | ||||||||
| 3382 26TH STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| MI FAMILIA VOTA EDUCATION FUND | ||||||||
| 1710 E INDIAN SCHOOL ROAD SUITE 100 | PHOENIX | AZ | 85016 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | NONE | 501(C)(3) PUBLIC CHA | NAPA VALLEY COMMUNITY DISASTER RELIEF FUND | $10,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| ONE HUNDRED MILES | ||||||||
| PO BOX 2056 | BRUNSWICK | GA | 31520 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) PUBLIC CHA | HKS FUND | $2,500 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |
| ROOT CAPITAL | ||||||||
| 130 BISHOP ALLEN DRIVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORTGENERAL SUPPORT | $5,000 | |
| THACHER SCHOOL | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | 501(C)(3) PUBLIC CHA | ANNUAL FUND | $5,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 420 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | 501(C)(3) PUBLIC CHA | GLOBAL CHANGEMAKER GALA | $5,000 | |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | ||||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) PUBLIC CHA | IN MEMORY OF DR. OLIVER SMITHIES | $500 | |
| THE NEWS LITERACY PROJECT | ||||||||
| 5525 DEVON ROAD | BETHESDA | MD | 20814 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| WORLD AFFAIRS COUNCIL | ||||||||
| 312 SUTTER STREET SUITE 200 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |
| JUMPSTART NORTHERN CALIFORNIA | ||||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD WORKFORCE DEVELOPMENT PROGRAM | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,051,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,464 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $373,517 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,672,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,102,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,102,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS CORPORATE STOCK | StockNm |
| EOY Book Value | $18,715,273 | EOYBookValueAmt |
| EOYFMV | $18,715,273 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,014,481 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $95 | $95 | $0 |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $96,949 | $96,949 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - RETHINK EDUCATION K-1 | $8 | $8 | $8 |
| ORDINARY INCOME - SONEN GLOBAL SUSTAINABLE REAL ASSETS | $47 | $47 | $47 |
| OTHER INCOME - SONEN GLOBAL SUSTAINABLE REAL ASSETS | -$28 | -$28 | -$28 |
| ORDINARY LOSS - SONEN GLOBAL SUSTAINABLE REAL ASSETS K-1 | -$14 | -$14 | -$14 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $90,111 | $0 | $90,111 |
| INVESTMENT MANAGEMENT | $69,215 | $69,215 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - STATE | $205 | $205 | $0 |
| EXCISE TAXES | $15,000 | $15,000 | $0 |
| FOREIGN TAXES | $12,637 | $12,637 | $0 |
Comments