FORSYTHIA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHIA FOUNDATION INC (EIN 81-3990775)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201803129349100865
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T12:28:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET STE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 813990775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTHIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORS | BusinessNameControlTxt |
| Phone | 2025951020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVE NW STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON CARLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2025951020 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT ITO | PreparerPersonNm |
| PTIN | P01797468 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.76.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 12:27:21 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B1E2E8CC59754D3E39E93141819ADBF1D6FC326B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | 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 | $27,997,027 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,522,219 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,862 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,862 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $236,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $708,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $708,723 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,940 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,489,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $952,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,911 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,779 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,971 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,621 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,580 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,580 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,277 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,339 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $390,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,060,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $660,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,450,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $865,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,038,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $772,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $177,301 | CashEOYAmt |
| Cash EOYFMV | $177,301 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $6,742 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,742 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,812,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,812,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,997,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,997,027 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $42,139 | AccountsPayableEOYAmt |
| Grants Payable EOY | $400,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $442,139 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,554,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,554,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,997,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,038,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,515,916 | OtherIncreasesAmt |
| Subtotal | $27,554,888 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,554,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| FIDELITY #9937 | P | $4,744 | $4,744 | |
| FIDELITY #9937 | P | $471,270 | $471,270 | |
| FIDELITY #6679 | P | $10,668 | $10,668 | |
| FROM PASSTHROUGHS | P | $7,978 | $7,978 | |
| FROM PASSTHROUGHS | P | $211,475 | $211,475 | |
| CAPITAL GAINS DIVIDENDS | P | $2,588 | $2,588 | $2,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $708,723 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,041,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,416,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042636 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,060,034 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,457,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,142,993 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,752,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046176 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,084,372 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,663,090 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045825 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $487,851 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,433,388 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026466 | DistributionYr5Rt |
| Total Distribution | 0.202742 | TotalDistributionRt |
| Average Distribution | 0.040548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,111,565 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,099,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,724 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,107,044 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $865,698 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $481 | EsPenaltyAmt |
| Overpayment | $14,071 | OverpaymentAmt |
| Applied To ES Tax | $14,071 | 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 | DC | 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.FORSYTHIAFDN.ORG | WebsiteAddressTxt |
| Individual With Books | ARABELLA ADVISORS | IndividualWithBooksNm |
| Phone | 2025951020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVE NW STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALISON CARLSON | |||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | 300 | WASHINGTON | DC | 20036 | PRESIDENT & CHAIR | 30.00 | $0 | $0 | $0 |
| GEOFFREY EISENBERG | |||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | 300 | WASHINGTON | DC | 20036 | TREASURER | 5.00 | $0 | $0 | $0 |
| SHELLEY HEARNE | |||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | 300 | WASHINGTON | DC | 20036 | EXECUTIVE DIRECTOR | 30.00 | $84,000 | $0 | $0 |
| THEODORE GANNETT | |||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | 300 | WASHINGTON | DC | 20036 | SECRETARY | 5.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THINKWELL CONSULTING LLC | |||||
| 3610 SHIRE BLVD STE 206 | RICHARDSON | TX | 75082 | EXECUTIVE DIRECTOR MANAGEMENT | $84,000 |
| ARABELLA ADVISORS | |||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | GRANT MANAGEMENT & OPERATIONS | $56,779 |
| 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 | $16,282,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,038,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,203,094 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,524,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,524,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $412,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,111,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,355,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,355,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,448 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,868 | IncomeTaxAmt |
| Total Tax | $42,316 | TotalTaxAmt |
| Distributable Before Adj | $1,313,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,313,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,313,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $865,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $865,698 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $865,698 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,313,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $741,229 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $865,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $741,229 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,188,793 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALISON CARLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAST CANCER PREVENTION PARTNERS | |||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC CHARITY | SUPPORT FOR BCPP'S POLICY ADVOCACY FOCUSED ON STRENGTHENING THE OVERSIGHT AND REGULATION OF CONSUMER PRODUCTS AND CHEMICAL MANAGEMENT | $50,000 |
| CLEAN PRODUCTION ACTION | |||||||
| 1310 BROADWAY | SOMERVILLE | MA | 02144 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR CPA'S CHEMICAL FOOTPRINT PROJECT AND GREENSCREEN | $50,000 |
| ENVIRONMENTAL HEALTH STRATEGY CENTER | |||||||
| 565 CONGREE STREET SUITE 204 | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | SUPPORT FOR EHSC'S WORK IN REDUCING TOXICS IN FOOD PRODUCT/PACKAGING | $40,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SUPPORT FOR TSCA IMPLEMENTATION | $50,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | TO SUPPORT A COORDINATED COMMUNICATIONS COLLABORATIVE | $75,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 950 NEW HAMPSHIRE AVE NW 4TH FLOOR | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | PLANNING GRANT TO HOST A SUMMIT FOR ADVANCING THE FOOD AND TOXICS REGULATION AGENDA IN PARTNERSHIP WITH FORSYTHIA FOUNDATION | $50,000 |
| HEALTHY BUILDING NETWORK | |||||||
| 2001 S STREET NW SUITE 570 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SUPPORT FOR THE DATA COMMONS | $50,000 |
| KITCHEN TABLE CAMPAIGNS | |||||||
| 641 S ST NW THIRD FLOOR | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SUPPORT FOR THE EXPANSION OF SAFER CHEMICALS, HEALTHY FAMILIES' MIND THE STORE'S RETAILER COVERAGE | $50,000 |
| TOXIC-FREE FUTURE | |||||||
| 4649 SUNNYSIDE ANE N SUITE 540 | SEATTLE | WA | 98103 | NONE | PUBLIC CHARITY | SUPPORT FOR SAFER STATES/LAUNCH OF THE MULTI-PARTNER MUNICIPAL GOVERNMENT PROCUREMENT INITIATIVE | $50,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | |||||||
| ONE BEACON STREET 31ST FLOOR | BOSTON | CA | 02108 | NONE | PUBLIC CHARITY | SUPPORT FOR THE LOWELL CENTER FOR SUSTAINABLE PRODUCTION'S GC3'S GREEN & BIO-BASED START-UP NETWORK | $25,000 |
| UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PUBLIC CHARITY | FIVE-YEAR COMMITMENT OF $500,000, DISBURSED AT $100,000 PER YEAR, TO CREATE AN ENDOWMENT FOR THE PROGRAM ON REPRODUCTIVE HEALTH AND THE ENVIRONMENT ("PRHE"), WITH THE INTENTION OF FORMING AN ENDOWED CHAIR FOR PRHE'S DIRECTOR | $100,000 |
| VIRGINIA ORGANIZING | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | DISSEMINATION OF GREEN CHEMISTRY AND ENVIRONMENTAL HEALTH NEWS FOR ENVIRONMENTAL HEALTH SCIENCES (EHS) | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $660,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 45339 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FIVE-YEAR COMMITMENT OF $500,000, DISBURSED AT $100,000 PER YEAR, TO CREATE AN ENDOWMENT FOR THE PROGRAM ON REPRODUCTIVE HEALTH AND THE ENVIRONMENT ("PRHE"), WITH THE INTENTION OF FORMING AN ENDOWED CHAIR FOR PRHE'S DIRECTOR | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,862 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,706 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,940 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $708,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $967,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $967,231 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALISON CARLSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,522,219 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LONG TERM INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $27,812,984 | BookValueAmt |
| EOYFMV | $27,812,984 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE - FROM PASSTHROUGH ENTITIES | $55,277 | $55,277 | $0 |
| GENERAL AND ADMINISTRATIVE | $19,339 | $0 | $19,339 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM PASSTHROUGH ENTITIES | -$11,081 | -$11,081 | -$11,081 |
| UNREALIZED GAIN ON INVESTMENTS | $15,021 | $0 | $15,021 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS TRANSFERRED PER IRC 507(B)(2) | Desc |
| Amt | $26,515,916 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEES | $116,911 | $116,911 | $0 |
| MANAGEMENT FEES | $56,779 | $0 | $56,779 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,621 | $7,621 | $0 |
| OTHER TAXES | $3,000 | $0 | $0 |
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