FREDERICK HENRY PRINCE TESTAMENTARY TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK HENRY PRINCE TESTAMENTARY TRUST (EIN 36-6009208)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-26
- IRS object ID
- 201802699349100010
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-26T18:00:53-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 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 | Officer | PersonTitleTxt |
| Signature | 2018-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Danielle Tewes | PreparerPersonNm |
| PTIN | P01327423 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $114,152,054 | 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 |
| Interest On Sav Rev And Expnss | $67,500 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,500 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,430,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,430,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,430,149 | 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 | $2,463,280 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,463,280 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,960,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,960,929 | 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 | $485,519 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $49,294 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $436,225 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $180,400 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,674 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $160,726 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,636 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,636 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,369 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $171,621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $171,369 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,558 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $59,020 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,764 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $104,582 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,582 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55,995 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $55,995 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $447 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,384,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,138,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,723,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,723,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,108,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,862,484 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,852,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,837,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $613,983 | CashBOYAmt |
| Cash EOY | $607,900 | CashEOYAmt |
| Cash EOYFMV | $607,900 | CashEOYFMVAmt |
| 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 | $1,800,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,800,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,800,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,800,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,548 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,548 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,548 | 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 | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $100,332,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $111,702,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,702,426 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $121,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,326 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,100 | LandBOYAmt |
| Land EOY | $35,180 | LandEOYAmt |
| Land EOYFMV | $35,180 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,766,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,152,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,152,054 | TotalAssetsEOYFMVAmt |
| 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $102,766,348 | CapitalStockBOYAmt |
| Capital Stock EOY | $114,152,054 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,766,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,152,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,766,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,152,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,766,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,852,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,533,255 | OtherIncreasesAmt |
| Subtotal | $114,152,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,152,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PRINCE CHARITABLE TRUST POOLED FUND ST | $50,188 | $50,188 | $0 | $50,188 | |
| PRINCE CHARITABLE TRUST POOLED FUND LT | $4,380,383 | $4,380,383 | $0 | $4,380,383 | |
| LOSS ON DISPOSAL OF FIXED ASSETS | $0 | -$422 | $0 | -$422 | $422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,430,149 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,919,166 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $98,467,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,377,439 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $104,092,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,463,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $106,915,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051105 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,495,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,567,088 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044705 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,706,139 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $92,477,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050890 | DistributionYr5Rt |
| Total Distribution | 0.248317 | TotalDistributionRt |
| Average Distribution | 0.049663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $106,277,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,278,048 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,373 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,346,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,862,484 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136,747 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $136,747 | SubtotalAmt |
| Tax Based On Investment Income | $136,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $147,544 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $147,544 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,797 | OverpaymentAmt |
| Applied To ES Tax | $10,797 | 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDERICK H PRINCE | ||||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | TRUSTEE | 2.500 | $33,542 | $0 | $0 |
| PATRICK WOOD-PRINCE | ||||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | TRUSTEE | 2.500 | $35,000 | $0 | $0 |
| DIANA C PRINCE | ||||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | TRUSTEE | 2.500 | $1,458 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|
| Carolynn Brunette | |||||||
| 816 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20006 | Managing Director | 35.000 | $142,477 | $0 |
| BENNA WILDE | |||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | DIRECTOR OF ARTS | 20.000 | $143,917 | $0 |
| CHARLES TWICHELL | |||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | Executive Director | 35.000 | $154,610 | $0 |
| TONI DOBBINS | |||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | Dir of Acct & Hr | 35.000 | $103,746 | $0 |
| SHARON ROBINSON | |||||||
| 140 SOUTH DEARBORN STREET 1410 | CHICAGO | IL | 60603 | Grants Manager | 35.000 | $89,020 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEONARD BERMAN | |||||
| 3058 6TH STREET | BOULDER | CO | 80304 | CONSULTING | $79,932 |
| JULIA BAER | |||||
| 2238 NORTH ILLINOIS STREET | ARLINGTON | VA | 22205 | CONSULTING | $64,160 |
| 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 | $107,118,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $777,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,895,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $107,895,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,618,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,277,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,313,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,313,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136,747 | TotalTaxAmt |
| Distributable Before Adj | $5,177,116 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,177,116 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,177,116 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,862,484 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,862,484 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,862,484 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,177,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $174,689 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $267,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $295,531 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,481 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $810,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,862,484 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,862,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $314,632 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $314,632 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $496,201 | 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 | $496,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $127,189 | ExcessFromYear3Amt |
| Excess From Year2 | $295,531 | ExcessFromYear2Amt |
| Excess From Year1 | $73,481 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,862,484 | CurrentYearAmt |
| Year1 | $4,919,166 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $9,781,650 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,862,484 | CurrentYearAmt |
| Year1 | $4,919,166 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $9,781,650 | TotalAmt |
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/#howtoapplychicago | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE RECEIVED THROUGHOUT THE YEAR. DEADLINES USUALLY ARE IN JAN, MAY AND JUNE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (189 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Parkway STE 600 | Downers Grove | IL | 60515 | None | PC | Staff Resiliency Program | $25,000 | |
| Albany Park Theater Project | ||||||||
| PO Box 25072 | Chicago | IL | 60625 | None | PC | general operating support | $1,870 | |
| Allendale Association Inc | ||||||||
| PO Box 1088 | Lake Villa | IL | 60046 | None | PC | general operating support | $2,500 | |
| Alliance for the Great Lakes | ||||||||
| 17 North State Street Suite 1390 | Chicago | IL | 60602 | None | PC | Illinois Coastal Resilience Project | $25,000 | |
| American University | ||||||||
| 4400 Massachusetts Ave NW | Washington | DC | 20016 | None | PC | WAMU general operating support | $1,000 | |
| Animal Welfare League | ||||||||
| 10305 Southwest Highway | Chicago Ridge | IL | 60415 | None | PC | general operating support | $500 | |
| Ann & Robert H Lurie Childrens Hospital of Chicago | ||||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | None | PC | CLOCC Baby-Friendly Hospital Initiative | $35,000 | |
| Aquidneck Land Trust | ||||||||
| 790 Aquidneck Avenue | Middletown | RI | 02842 | None | PC | general operating support | $50,000 | |
| Arcadia Food Inc | ||||||||
| 2000 Mount Vernon Avenue | Alexandria | VA | 22301 | None | PC | for the Veteran Farmer Program | $20,000 | |
| Artstream Inc | ||||||||
| 620 Pershing Drive | Silver Spring | MD | 20910 | None | PC | for You Are a Work of Art, a Hospital Morale Program for Nurses at Walter Reed National Military Center | $20,000 | |
| Association House of Chicago | ||||||||
| 1116 North Kedzie Avenue | Chicago | IL | 60651 | None | PC | Family Literacy Program | $10,000 | |
| Baffler Foundation | ||||||||
| PO Box 390049 | Cambridge | MA | 02139 | None | PC | general operating support | $1,000 | |
| Ballet Theatre Foundation Inc | ||||||||
| 890 Broadway 3rd Floor | New York | NY | 10003 | None | PC | for the Annual Residency at the Kennedy Center | $2,500 | |
| Barrow Street Nursery School at Greenwich House Inc | ||||||||
| 27 Barrow Street | New York | NY | 10014 | None | PC | for the Fund-A-Need/Auction Program | $10,000 | |
| Bay Journal Media Inc | ||||||||
| 619 Oakwood Drive | Seven Valley | PA | 17360 | None | PC | support of the two-year fundraising campaing | $20,000 | |
| Best Pets Inc | ||||||||
| 4567 West Moncrieff Place | Denver | CO | 80212 | None | PC | general operating support | $5,000 | |
| Between Friends | ||||||||
| PO Box 608548 | Chicago | IL | 60660 | None | PC | general operating support | $200 | |
| Boston Symphony Orchestra Inc | ||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | None | PC | in honor of Ellen Highstein, Director, Tanglewood Music Center | $1,500 | |
| Boulder Valley Women's Health Center Inc | ||||||||
| 2855 Valmont Road | Boulder | CO | 80301 | None | PC | In honor of Allegra Twichell | $1,000 | |
| Boys & Girls Clubs | ||||||||
| 550 W Van Buren St | Chicago | IL | 60607 | None | PC | Paddle Raise at the 2017 Summer Ball | $5,000 | |
| Boys Clubs & Girls Clubs of Newport County Inc | ||||||||
| 95 Church Street | Newport | RI | 02840 | None | PC | general operating support | $40,000 | |
| Boys & Girls Clubs Newport Partnership for Families | ||||||||
| 95 Church Street | Newport | RI | 02840 | None | NC | for the Reading Reaps Rewards Summer Reading Program | $6,000 | |
| Building Bridges Across the River | ||||||||
| 1901 Mississippi Avenue SE | Washington | DC | 20020 | None | PC | SUPPORT THE CAPITAL CAMPAIGN FOR THE KITCHEN, CAFE AND EXPANDED GARDEN (50,000) and GENERAL OPERATING SUPPORT FOR THE 11TH STREET BRIDGE PARK ($10,000) | $60,000 | |
| C & O Canal Trust Inc | ||||||||
| 1850 Dual Highway Suite 100 | Hagerstown | MD | 21740 | None | PC | general operating support | $5,000 | |
| Cairn Rescue USA | ||||||||
| 67 Richards Street | Geneva | IL | 60134 | None | PC | general operating support | $1,500 | |
| Capital Fringe Inc | ||||||||
| 607 New York Avenue NW | Washington | DC | 20001 | None | PC | general operating support | $5,000 | |
| Center for Economic Progress | ||||||||
| 567 West Lake Street Suite 1150 | Chicago | IL | 60661 | None | PC | general operating support | $500 | |
| Center for Neighborhood Technology | ||||||||
| 2125 West North Avenue | Chicago | IL | 60647 | None | PC | RainReady Chicago Program | $25,000 | |
| Center for Watershed Protection | ||||||||
| 3290 North Ridge Road Suite 290 | Ellicott City | MD | 21043 | None | PC | for the Clean Water Certificate Training Program | $20,000 | |
| Center on Budget and Policy Priorities | ||||||||
| 820 First Street NE Suite 510 | Washington | DC | 20002 | None | PC | for improving morale for DC-based nurses and community based health clinic staff | $10,000 | |
| Chesapeake Bay Foundation Inc | ||||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | None | PC | support of the Chesapeake Bay Foundation's rotational grazing program in Virginia | $25,000 | |
| Chesapeake Bay Trust | ||||||||
| 60 West Street Suite 405 | Annapolis | MD | 21401 | None | PC | support the Anacostia Park and Community Collaborative, a project of the Chesapeake Bay Funders Network's Capacity Building Initiative | $50,000 | |
| Chicago Foundation for Women | ||||||||
| 140 South Dearborn | Chicago | IL | 60603 | None | PC | 32ND ANNUAL LUNCHEON (5,000) and GENERAL OPERATING SUPPORT (400) | $5,400 | |
| Chicago Gateway Green Committee | ||||||||
| 100 N Milwaukee Ave | Chicago | IL | 60611 | None | PC | Green Tie Ball in honor of Beth Heller and Jacky Ferro | $2,500 | |
| Chicago Jazz Philharmonic | ||||||||
| 1111 N Wells Street | Chicago | IL | 60610 | None | PC | general operating support | $750 | |
| Chicago Run | ||||||||
| 3611 N Kedzie | Chicago | IL | 60618 | None | PC | general operating support | $15,000 | |
| Chicago Shakespeare Theater | ||||||||
| 800 East Grand Street | Chicago | IL | 60611 | None | PC | 2017 Prince Prize for Commissioning Original Work | $75,000 | |
| Chicago Symphony Orchestra | ||||||||
| 220 South Michigan Avenue | Chicago | IL | 60604 | None | PC | Citizen Musician Fellowship Program | $20,000 | |
| Chicago Theatre Group Inc | ||||||||
| 170 North Dearborn | Chicago | IL | 60601 | None | PC | Opening of "A View from the Bridge" ($5,000) and GENERAL OPERATING SUPPORT ($30,000) | $35,000 | |
| Childrens Home & Aid Society of Illinois | ||||||||
| 125 South Wacker Drive 14th Floor | Chicago | IL | 60606 | None | PC | for the Early Childhood Quality Imitative at the Mitzi Friedheim Englewood Child & Family Center | $15,000 | |
| Childrens Hospital Foundation | ||||||||
| 801 Roeder Road Suite 410 | Chicago | IL | 20910 | None | PC | for the Critical Events Stress Management program | $50,000 | |
| Childrens Law Center Incorporated | ||||||||
| 501 3rd Street NW 8th Floor | Washington | DC | 20001 | None | PC | for the Healthy Together Medical-Legal Partnership | $25,000 | |
| ChildServ | ||||||||
| 8765 West Higgins Road Suite 450 | Chicago | IL | 60631 | None | PC | Emerge Program for Homeless Youth | $15,000 | |
| Christopher House | ||||||||
| 5235 W Belden Avenue | Chicago | IL | 60639 | None | PC | social work services in the infant and preschool classrooms | $15,000 | |
| City Wildlife Inc | ||||||||
| 15 Oglethorpe Street NW | Washington | DC | 20011 | None | PC | general operating support | $2,500 | |
| Clean Ocean Access | ||||||||
| 23 Johnny Cake Hill | Middletown | RI | 02842 | None | PC | general operating support | $5,000 | |
| Community MusicWorks | ||||||||
| 1392 Westminster Street | Providence | RI | 02909 | None | PC | Newport String Project | $30,000 | |
| Community of Hope Inc | ||||||||
| 4 Atlantic Street SW | Washington | DC | 20032 | None | PC | to create a reflection courtyard at Marie Reed Health Center | $32,500 | |
| Company of the Redwood Library and Athenaeum | ||||||||
| 50 Bellevue Avenue | Newport | RI | 02840 | None | PC | general operating support | $25,000 | |
| Conservation Law Foundation Inc | ||||||||
| 62 Summer Street | Boston | MA | 02110 | None | PC | to protect Aquidneck Island water resources | $20,000 | |
| Council on Foundations Inc | ||||||||
| 2121 Crystal Drive Suite 700 | Arlington | VA | 22202 | None | PC | general operating support | $3,100 | |
| Crossroads Fund | ||||||||
| 3411 W Diversey Avenue 20 | Chicago | IL | 60647 | None | PC | Chicago Youth Storage Initiative general operating support $30,000; general oppertaing support $15,000 and to support the Lyte Collective Storage Project $15,000 | $30,000 | |
| Day One | ||||||||
| 100 Medway Street | Providence | RI | 02906 | None | PC | general operating support for the Aquidneck Island Programs | $20,000 | |
| Days End Farm Horse Rescue | ||||||||
| PO Box 309 | Lisbon | MD | 21765 | None | PC | general operating support | $2,500 | |
| Democracy Now Productions Inc | ||||||||
| 207 W 25th Street 11th floor | New York | NY | 10001 | None | PC | general operating support | $2,000 | |
| East Bay Community Action Program | ||||||||
| 19 Broadway | Newport | RI | 02840 | None | PC | to EBCAP for the Newport Family & Child Opportunity Zone "Parents as Teachers" program ($35,000) and East Bay Skills Alliance ($20,000) | $55,000 | |
| Elephant Sanctuary in Tennessee | ||||||||
| PO Box 393 | Hohenwald | TN | 38462 | None | PC | general operating support | $2,300 | |
| Environmental Law & Policy Center of the Midwest | ||||||||
| 35 East Wacker Drive | Chicago | IL | 60601 | None | PC | general operating support | $30,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | None | PC | general operating support | $1,000 | |
| 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 | North End Renaissance Program | $15,000 | |
| Facets-Multimedia Incorporated | ||||||||
| 1517 W Fullerton Ave | Chicago | IL | 60614 | None | PC | for the Chicago International Children's Film Festival | $1,000 | |
| Field Museum of Natural History | ||||||||
| 1400 S Lakeshore Drive | Chicago | IL | 60605 | None | PC | Keller Science Action Center through the "Always Evolving: Transforming the Field Museum" fundraising campaign | $95,000 | |
| Food Research & Action Center Inc | ||||||||
| 1200 18th Street NW Suite 400 | Washington | DC | 20036 | None | PC | support of food policy work in Washington, DC | $20,000 | |
| For the Love of Paws Corp | ||||||||
| 105 South Newland Street | Lakewood | CO | 80226 | None | PC | general operating support | $3,000 | |
| Forefront | ||||||||
| 205 South LaSalle Street Suite 1540 | Chicago | IL | 60604 | None | PC | general operating support ($6,900) and Peer Skill Share Program ($6,000) | $12,900 | |
| French Heritage Society Inc | ||||||||
| 14 East 60th Street Suite 605 | New York | NY | 10022 | None | PC | Restricted to the restoration of the Pyramid section of the Rochambeau Statue and Memorial in King Park, Newport, RI | $5,000 | |
| Friends of Audubon School | ||||||||
| 3500 North Hoyne Street | Chicago | IL | 60618 | None | PC | for Eve Enriquez Hawk Walk | $200 | |
| Friends of Jones | ||||||||
| 700 South State | Chicago | IL | 60605 | None | PC | Annual Fund | $5,000 | |
| Friends of the Parks | ||||||||
| 17 North State Street Suite 1450 | Chicago | IL | 60602 | None | PC | support for youth programming in Chicago Parks | $25,000 | |
| Friends of Whitney M Young High School | ||||||||
| 211 S Laflin Street | Chicago | IL | 60607 | None | PC | Annual Fund | $5,000 | |
| Future Harvest Inc | ||||||||
| 9407 Hale Place | Silver Spring | MD | 20910 | None | PC | $15,000 to support the farm to institution, workplace and $10,000 for the Community, Ownership, Empowerment and Prosperity (COEP) project | $25,000 | |
| Georgetown University (Georgetown Climate Center) | ||||||||
| 37th and O Streets NW | Washington | DC | 20007 | None | PC | for the Infusing Equity into DC Climate Planning Program, focused on the Watts Branch tributary of the Anacostia River | $30,000 | |
| Giorls in the Game NFP | ||||||||
| 1401 S Sacramento Drive | Chicago | IL | 60623 | None | PC | general operating support | $25,000 | |
| Glass Slipper Project | ||||||||
| PO Box 577915 | Chicago | IL | 60657 | None | PC | general operating support | $1,000 | |
| Greater Washington Educational Telecommunications Association Inc | ||||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | None | PC | for broadcast of Classical WETA's Opera House | $5,000 | |
| Grow Smart Rhode Island | ||||||||
| One Empire Plaza | Providence | RI | 02903 | None | PC | general operating support | $40,000 | |
| Health and Medicine Policy Research Group | ||||||||
| 29 East Madison Street Suite 602 | Chicago | IL | 60602 | None | PC | Improving the Health Outcomes of Court-Involved Youth | $35,000 | |
| Healthy Schools Campaign | ||||||||
| 175 North Franklin Street Suite 300 | Chicago | IL | 60606 | None | PC | Space to Grow: Greening Chicago Schoolyards | $25,000 | |
| Hispanic Federation Inc | ||||||||
| 55 Exchange Place 5th Floor | New York | NY | 10005 | None | PC | for Unidos - Disaster Relief & Recovery Program to support Puerto Rico | $750 | |
| Hope for Animals Clear Creek Rescue | ||||||||
| PO Box 63 | Georgetown | CO | 80444 | None | PC | general operating support | $3,000 | |
| Indiana University Foundation | ||||||||
| 902 W New York Street | Indianapolis | IN | 46202 | None | PC | to establish a Pierce-Prince endowed scholarship to be matched 1:1 by the University | $10,000 | |
| Island Moving Company | ||||||||
| PO Box 746 | Newport | RI | 02840 | None | PC | general operating support | $25,000 | |
| John F Kennedy Center for the Performing Arts | ||||||||
| 2700 F Street NW | Washington | DC | 20566 | None | PC | for the DC Public Schools Initiative for Opera programming and the Opera Institute | $30,000 | |
| Journey Through Hallowed Ground | ||||||||
| PO Box 77 | Waterford | VA | 20197 | None | PC | general operating support | $25,000 | |
| La Casa Norte | ||||||||
| 3533 West North Avenue | Chicago | IL | 60647 | None | PC | general operating support | $15,000 | |
| Lambs Farm Inc | ||||||||
| PO Box 520 | Libertyville | IL | 60048 | None | PC | general operating support | $4,000 | |
| Latin School of Chicago | ||||||||
| 59 W North Boulevard | Chicago | IL | 60610 | None | PC | general operating support ($200) and Scholarship Fund Dinner in honor of Denise Gibson and Liv Mihas ($7,500) | $7,700 | |
| Local Food Hub | ||||||||
| PO Box 4647 | Charlottesville | VA | 22905 | None | PC | general operating support | $20,000 | |
| Lost Boyz Inc | ||||||||
| 7601 S Phillips Ave | Chicago | IL | 60649 | None | PC | general operating support | $15,000 | |
| Lucys Hearth | ||||||||
| 913 West Main Road | Middletown | RI | 02842 | None | PC | general operating support | $30,000 | |
| Lutheran Volunteer Corps | ||||||||
| 1226 Vermont Avenue NW | Washington | DC | 20005 | None | PC | general opertaing support | $100 | |
| Lyric Opera of Chicago | ||||||||
| 20 North Wacker Drive | Chicago | IL | 60606 | None | PC | My Fair Lady Gala ($25,000) and 2018 Wine Auction in honor of Keith Goldstein and Nance Searle and their dedication and tireless work to make this evening amazing ($7,500) | $32,500 | |
| Marthas Table | ||||||||
| 2114 14th Street NW | Washington | DC | 20009 | None | PC | for the Joyful Food Markets East of the Anacostia River | $20,000 | |
| Martin Luther King Community Center | ||||||||
| 20 Dr Marcus F Wheatland Boulevard | Newport | RI | 02840 | None | PC | general operating support | $25,000 | |
| MedStar-Georgetown Innovation Network Caregiver Wellness | ||||||||
| 3800 Reservoir Road NW | Washington | DC | 20007 | None | PC | to support Early Childhood Innovation Network Caregiver Wellness | $35,000 | |
| Metropolitan Family Services | ||||||||
| One North Dearborn | Chicago | IL | 60602 | None | PC | mental health services at the Learning and Wellness Center | $15,000 | |
| Metropolitan Washington Council of Governments | ||||||||
| 777 North Capital Street NE | Washington | DC | 20002 | None | PC | general operating support for the Value Chain Coordinator | $25,000 | |
| MetroSquash NFP | ||||||||
| 6100 S Cottage Grove Avenue | Chicago | IL | 60637 | None | PC | 2017 MetroSquash Cup ($5,000) and Paddle Raise for MetroSquash ($2,500) | $7,500 | |
| Middleburg Humane Foundation | ||||||||
| PO Box 1238 | Middleburg | VA | 20118 | None | PC | general operating support | $2,500 | |
| Modern School of Fashion and Design Inc | ||||||||
| 136 Newberry Street | Boston | MA | 02116 | None | PC | general operating support | $5,000 | |
| Mosaic Theater Company of DC | ||||||||
| 1333 H Street NE | Washington | DC | 20002 | None | PC | general operating support | $10,000 | |
| N1 Foundation Inc | ||||||||
| 68 Jay Street 405 | Brooklyn | NY | 11201 | None | PC | general operating support | $1,000 | |
| National Gallery of Art | ||||||||
| 2000B South Club Drive | Landover | MD | 20785 | None | PC | Collectors' Committee ($20,000); Exhibition Circle ($20,000); to support the endowment campaign for education and outreach programs ($50,000) | $90,000 | |
| National Park Foundation | ||||||||
| 1110 Vermont Avenue NW | Washington | DC | 20005 | None | PC | support the revitalization of Anacostia Park | $40,000 | |
| National Sporting Library Incorporated | ||||||||
| PO Box 1335 | Middleburg | VA | 20118 | None | PC | general operating support and membership | $5,000 | |
| National Wildlife Federation | ||||||||
| 1100 Wildlife Center Drive | Reston | VA | 20190 | None | PC | for Choose Clean Water Coalition in Virginia and engagement with federal clean water policy campaigns | $50,000 | |
| Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | PC | general operating support | $5,000 | |
| Near North Montessori School | ||||||||
| 1434 West Division Street | Chicago | IL | 60622 | None | PC | general operating support | $1,000 | |
| Neighborspace | ||||||||
| 445 N Sacramento Avenue | Chicago | IL | 60612 | None | PC | general operating support | $20,000 | |
| The New York Public Library Astor Lenox and Tilden Foundations | ||||||||
| Fifth Avenue and 42nd Street | New York | NY | 10018 | None | PC | for the Library Luncheon | $25,000 | |
| New Moms Inc | ||||||||
| 5317 West Chicago Aveue | Chicago | IL | 60618 | None | PC | general operating support | $200 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue NW Suite 33 | Washington | DC | 20036 | None | PC | general operating support | $12,000 | |
| 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 | for the NCS Connects program | $10,000 | |
| Newport County Womens Resource Center | ||||||||
| 114 Touro Street | Newport | RI | 02840 | None | PC | general operating support | $30,000 | |
| Newport Historical Society | ||||||||
| 82 Touro Street | Newport | RI | 02840 | None | PC | general operating support ($25,000) and for the 2017 Newport Antiques Show ($5,000) | $30,000 | |
| Newport Hospital | ||||||||
| 11 Friendship Street | Newport | RI | 02840 | None | PC | to support uncompensated care for the residents of Newport | $10,000 | |
| The Newport Tree Society | ||||||||
| 320 Thames Street Suite 278 | Newport | RI | 02840 | None | PC | general operating support | $15,000 | |
| Night Ministry | ||||||||
| 4711 N Ravenswood Avenue | Chicago | IL | 60640 | None | PC | Interim Youth Housing Services | $15,000 | |
| Norman Bird Sanctuary Trust | ||||||||
| 583 Third Beach Road | Middletown | RI | 02842 | None | PC | general operating support | $25,000 | |
| Northwestern Memorial Healthcare(Northwestern Lake Forest Hospital) | ||||||||
| 660 North Westmoreland Road | Lake Forest | IL | 60045 | None | PC | Women's Auxiliary Board | $3,000 | |
| Opera Lafayette | ||||||||
| 921 Pennsylvania Avenue SE | Washington | DC | 20003 | None | PC | general operating support | $2,500 | |
| Orphans of the Storm | ||||||||
| 2200 Riverwoods Road | Riverwoods | IL | 60015 | None | PC | general operating support | $2,500 | |
| Peabody Essex Museum Inc | ||||||||
| 161 Essex Street | Salem | MA | 01970 | None | PC | general operating support and gala support | $5,000 | |
| Phillips Collection | ||||||||
| 1600 21st Street NW | Washington | DC | 20009 | None | PC | general operating support | $15,000 | |
| Piedmont Environmental Council | ||||||||
| PO Box 460 | Warrenton | VA | 02188 | None | PC | general operating support | $150,000 | |
| Piedmont Environmental Council (Coalition for Smarter Growth) | ||||||||
| PO Box 460 | Warrenton | VA | 20188 | None | NC | for the Regional Land Use, Transportation and Affordable Housing Campaigns | $120,000 | |
| Planned Parenthood Association of Metropolitan Washington DC Inc | ||||||||
| 1225 4th Street NE | Washingtn | DC | 20002 | None | PC | general operating support | $1,000 | |
| Planned Parenthood of Southern New England Inc | ||||||||
| 111 Point Street | Providence | RI | 02903 | None | PC | support of the Building Futures Campaign ($50,000) and general operating support ($35,000) | $85,000 | |
| The Poetry Foundation | ||||||||
| 61 W Superior Street | Chicago | IL | 60654 | None | POF | educational programs | $1,000 | |
| Potomac Appalachian Trail Club Inc | ||||||||
| 118 Park Street SE | Vienna | VA | 22180 | None | PC | general operating spport | $1,000 | |
| Preservation Society of Newport County | ||||||||
| 424 Bellevue Avenue | Newport | RI | 02840 | None | PC | Tree and Landscape Preservation Program | $45,000 | |
| Primo Center for Women and Children | ||||||||
| 4241 W Washington Blvd | Chicago | IL | 60624 | None | PC | Winifred Primo Early Childhood Center | $15,000 | |
| Prince Foundation | ||||||||
| 140 S Dearborn Street Suite 1410 | Chicago | IL | 60603 | None | PF | PWP discretionary funds granted to PF | $25,000 | |
| Protestant Episcopal Cathedral Foundation of the D of C | ||||||||
| Massachusetts and Wisconsin Ave NW | Washington | DC | 20016 | None | PC | general operating support | $2,500 | |
| Restoring the Path | ||||||||
| 1406 W 64th Street | Chicago | IL | 60636 | None | PC | general operating support | $15,000 | |
| Rhode Island Arts Foundation at Newport Incorporated | ||||||||
| 26 Valley Road Suite 103 | Middletown | RI | 02842 | None | PC | for the Newport Music Festival 2017 | $5,000 | |
| Rhode Island Arts Foundation at Newport Incorporated | ||||||||
| 850 Aquidmeck Avenue | Middletown | RI | 02842 | None | PC | general operating support ($20,000) and Challenge Grant ($25,000) | $45,000 | |
| Rhode Island Community Food Bank Association | ||||||||
| 200 Niantic Avenue | Providence | RI | 02907 | None | PC | general operating support for Newport County programs | $25,000 | |
| Rhode Island Kids Count Inc | ||||||||
| One Union Station | Providence | RI | 02903 | None | PC | general operating support | $50,000 | |
| Rhode Island Legal Services Inc | ||||||||
| 56 Pine Street | Providence | RI | 02903 | None | PC | general operating support for the Newport office | $35,000 | |
| Rhode Island Natural History Survey | ||||||||
| PO Box 1858 | Kingston | RI | 02881 | None | PC | Narragansett Bay Coyote Study ($30,000) and coyote educational video ($15,000) | $45,000 | |
| RhodySquash Inc | ||||||||
| 80 Bliss Mine Road | Newport | RI | 02840 | None | NC | student support and transportation | $20,000 | |
| Robert Potter League for Animals Inc | ||||||||
| PO Box 412 | Middletown | RI | 02840 | None | PC | general operating support ($20,000) and CoyoteSmarts Program ($20,000) | $40,000 | |
| Rush University Medical Center | ||||||||
| 1700 W Van Buren Street | Chicago | IL | 60612 | None | PC | ACCEPTS, pediatric palliative care training | $25,000 | |
| Sail to Prevail Inc | ||||||||
| PO Box 1264 | Newport | RI | 02840 | None | PC | general operating support | $10,000 | |
| Saint Anthony Hospital Foundation | ||||||||
| 2875 W 19th Street | Chicago | IL | 60623 | None | PC | Emerging Leader Program | $18,317 | |
| Sargent Shriver National Center on Poverty Law | ||||||||
| 50 E Washington Street Suite 500 | Chicago | IL | 60602 | None | PC | general operating support | $15,000 | |
| Save The Bay Inc | ||||||||
| 100 Save the Bay Drive | Providence | RI | 02916 | None | PC | general operating support ($65,000) and support the Bay Defense Fund as part of the capital campaign for the 50th Anniversary Campaign of Save the Bay ($50,000) | $115,000 | |
| Shedd Aquarium Society | ||||||||
| 1200 South Lake Shore Drive | Chicago | IL | 60605 | None | PC | sponsorship of the "Rufus the Triggerfish" Sculpture | $75,000 | |
| Smithsonian Institution Office of the Comptroller | ||||||||
| 1500 Remount Road | Front Royal | VA | 22630 | None | PC | to support the Virginia Working Landscapes program | $25,000 | |
| Society for the Preservation of New England Antiquities Inc | ||||||||
| 141 Cambridge Street | Boston | MA | 02114 | None | PC | Project CHICK ($2,500) and 1:1 challenge grant issued in 2016 ($5,000) | $7,500 | |
| Soul Dog Rescue | ||||||||
| 4844 South Kalamath Street | Englewood | CO | 80110 | None | PC | general operating support | $3,300 | |
| Sox Place Inc | ||||||||
| PO Box 544 | Denver | CO | 80201 | None | PC | general operating support | $15,000 | |
| St Georges School | ||||||||
| PO Box 1910 | Newport | RI | 02840 | None | PC | Turf Field Project | $100,000 | |
| St Lukes School | ||||||||
| 487 Hudsons Street | New York | NY | 10014 | None | PC | capital support | $30,000 | |
| St Patrick Residence | ||||||||
| 1400 Brookdale Road | Naperville | IL | 60563 | None | PC | for the Gold Key Gala | $1,000 | |
| Steppenwolf Theatre Company | ||||||||
| 758 West North Avenue | Chicago | IL | 60610 | None | PC | general operating support | $25,000 | |
| Teen Living Programs Inc | ||||||||
| 162 W Hubbard Street Suite 4900 | Chicago | IL | 60654 | None | PC | general operating support | $15,000 | |
| theatreWashington | ||||||||
| 1825 Connecticut Avenue NW Suite 10 | Washington | DC | 20007 | None | PC | general operating support | $5,000 | 0 |
| Third Coast Percussion NFP | ||||||||
| 4045 N Rockwell Street Unit 301 | Chicago | IL | 60618 | None | PC | general operating support | $500 | |
| Third Sector New England Inc | ||||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | None | PC | general operating support Rhode Island Land Trust Council | $10,000 | |
| Travellers Rest Equine Elders Sanctuary | ||||||||
| PO Box 2260 | Spotsylvania | VA | 22553 | None | PC | general operating support | $2,500 | |
| Trinity Services Inc | ||||||||
| 100 North Gouger Road | Joliet | IL | 60432 | None | PC | Wilcox Group Home In Joliet | $2,500 | |
| Tudor Place Foundation Inc | ||||||||
| 1644 31st Street NW | Washington | DC | 20007 | None | PC | 25th Annual Spring Garden Party $10,000 and 2017 Annual Fund $5,000 | $15,000 | |
| Umoja Student Development Corporation | ||||||||
| 2935 West Polk Room 116 | Chicago | IL | 60612 | None | PC | general operating support | $1,000 | |
| Little Sisters of the Poor St Josephs Home for the Elderly | ||||||||
| 80 West Northwest Highway | Palatine | IL | 60067 | None | PC | general operating support | $4,000 | |
| United States Equestrian Federation Inc | ||||||||
| 4047 Iron Works Parkway | Lexington | KY | 40511 | None | PC | Equine Disaster Relief Fund | $5,000 | |
| University of Chicago | ||||||||
| 5235 S Harper Court | Chicago | IL | 60615 | None | PC | Extension for Community Healthcare Outcomes-Chicago Program | $25,000 | |
| University of Rhode Island Foundation | ||||||||
| 79 Upper College Road | Kingston | RI | 02881 | None | PC | Aquidneck Island Climate Change Adaptation Planning | $35,000 | |
| Upbeat Music and Arts Center | ||||||||
| 4318 W Irving Park Road | Chicago | IL | 60641 | None | PC | general operating support | $2,500 | |
| Urban Initiatives Inc | ||||||||
| 650 West Lake Street Suite 340 | Chicago | IL | 60661 | None | PC | general operating support | $25,000 | |
| Vassar College | ||||||||
| 124 Raymond Avenue | Poughkeepsie | NY | 12604 | None | PC | for the Class of '67 Scolarship Fund ($3,000) and for the Vassar Fund ($1,000) | $4,000 | |
| Virginia Conservation Network | ||||||||
| 409 E Main Street | Richmond | VA | 23219 | None | PC | general operating support | $15,000 | |
| Virginia League of Conservation Voters Education Fund | ||||||||
| 100 West Franklin Street Suite 102 | Richmond | VA | 23220 | None | PC | for targeted outreach and education in Loudoun County | $20,000 | |
| Visiting Nurse Service of Newport & Bristol Counties | ||||||||
| 1184 East Main Road | Portsmouth | RI | 02871 | None | PC | general operating support | $15,000 | |
| Wades Army | ||||||||
| 12 Heather Lane | Belle Meade | NJ | 08502 | None | PC | general operating support | $100 | |
| Washington Concert Opera | ||||||||
| 1808 Connecticut Ave NW | Washington | DC | 20009 | None | PC | general operating support | $5,000 | |
| Washington Humane Society the Society for the Prevention of | ||||||||
| 71 Oglethorpe Street NW | Washington | DC | 20011 | None | PC | general operating support | $5,000 | |
| Washington Independent Review of Books Inc | ||||||||
| PO Box 3622 | Washington | DC | 20027 | None | PC | general operating support for the Washington Independent Review of Books | $15,000 | |
| Washington Performing Arts Society | ||||||||
| 2000 L Street NW Suite 510 | Washington | DC | 20036 | None | PC | general operating support | $7,500 | |
| Washington Regional Association of Grantmakers | ||||||||
| 1400 16th Street NW | Washington | DC | 20036 | None | PC | Medical Moralge Program | $50,000 | |
| Wild Animal Sanctuary a Colorado Non-Profit Corporation | ||||||||
| 1946 WCR 53 | Keenesburg | CO | 80643 | None | PC | general operating support | $3,400 | |
| Windy Hill Foundation Inc | ||||||||
| PO Box 1593 | Middleburg | VA | 20118 | None | PC | Windy Hill Endowment Fund | $10,000 | |
| Windward | ||||||||
| 1201 Connecticut Avenue NW Suite 30 | Washington | DC | 20036 | None | PC | to the Washington Area Food Funders for general operating support | $10,000 | 0 |
| Wings of Rescue Inc | ||||||||
| 6303 Owl Way | Livermore | CA | 94551 | None | PC | worl within the United States and its territories | $2,500 | |
| 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 | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,723,587 | 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 | $67,500 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,463,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,430,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,960,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,960,929 | 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 | $11,955 | Amt |
| Net Investment Income | $8,369 | 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 | $3,300 |
| Computer Equipment | $4,626 |
| Leasehold Improvements | $838 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRINCE CHARITABLE TRUST POOLED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $111,702,426 | BookValueAmt |
| EOYFMV | $111,702,426 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $12,566 | $3,770 | $8,796 | $8,796 |
| Other | $108,940 | $82,556 | $26,384 | $26,384 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,636 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,636 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $33,352 | $0 | $0 | $33,352 |
| DUES & SUBSCRIPTIONS | $17,177 | $0 | $0 | $17,177 |
| PAYROLL SERVICE FEES | $2,943 | $447 | $0 | $2,496 |
| FUNCTION SUPPORT | $16,603 | $0 | $0 | $16,603 |
| COMPUTER EXPENSE | $3,957 | $0 | $0 | $3,957 |
| INSURANCE EXPENSE GENERAL | $37,759 | $0 | $0 | $37,759 |
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 | $2,463,280 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,463,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $9,533,255 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT ENVIRONMENTAL COUNCIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,800,000 | LoanOriginalAmt |
| Balance Due | $1,800,000 | BalanceDueAmt |
| Note | 2012-07 | NoteDt |
| Loan Maturity | 2018-07 | LoanMaturityDt |
| Repayment Terms | NOTE DUE IN LUMP-SUM PAYMENT AT MATURITY | RepaymentTermsTxt |
| Interest | 3.0 | InterestRt |
| Security Provided Borrower | CERTAIN REAL ESTATE LOCATED IN LOUDON COUNTY, VA | SecurityProvidedBorrowerTxt |
| Loan Purpose | TO CONTROL DEVELOPMENT OF CERTAIN REAL ESTATE | LoanPurposeTxt |
| Consideration FMV | $1,800,000 | ConsiderationFMVAmt |
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 | $170,431 | $0 | $0 | $170,431 |
| ADMINISTRATIVE SERVICES | $1,190 | $252 | $0 | $938 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $110,000 | $0 | $0 | $0 |
| PAYROLL TAX | $69,578 | $10,558 | $0 | $59,020 |
| OTHER TAX | $50 | $0 | $0 | $0 |
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