BETA

SUSIE TOMPKINS BUELL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUSIE TOMPKINS BUELL FOUNDATION (EIN 77-0266801)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-10-06
IRS object ID
202542799349100334
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-06T18:48:27-05:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EMBARCADERO CTR STE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770266801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUSIE TOMPKINS BUELL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUSIBusinessNameControlTxt
Phone4154391144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 29921AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941299921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBELINDA VIRAY-MUNOZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4154391144PhoneNum
Signature2025-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL A MCMILLANPreparerPersonNm
PTINP01538325PTIN
Phone4154391144PhoneNum
Preparation2025-09-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,353,299FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$46,241InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46,241InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$158,911DividendsRevAndExpnssAmt
Dividends Net Invst Incm$158,911DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$231,516NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$994,691GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$231,516CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$436,668TotalRevAndExpnssAmt
Total Net Invst Incm$436,668TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$80,282OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80,282OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,582TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,582TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,764OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$276OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103,778TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$102,014TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$276TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$395,720ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$395,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$499,498TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$102,014TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$395,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,830ExcessRevenueOverExpensesAmt
Net Investment Income$334,654NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,170CashBOYAmt
Cash EOY$26,058CashEOYAmt
Cash EOYFMV$26,058CashEOYFMVAmt
Sav And Temp Cash Invst BOY$316,354SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$299,378SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$299,378SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,235,092CorporateStockBOYAmt
Corporate Stock EOY$4,968,794CorporateStockEOYAmt
Corporate Stock EOYFMV$6,745,295CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,124,613CorporateBondsBOYAmt
Corporate Bonds EOY$1,335,169CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,282,568CorporateBondsEOYFMVAmt
Total Assets BOY$6,692,229TotalAssetsBOYAmt
Total Assets EOY$6,629,399TotalAssetsEOYAmt
Total Assets EOYFMV$8,353,299TotalAssetsEOYFMVAmt
Accounts Payable BOY-$8,150AccountsPayableBOYAmt
Accounts Payable EOY-$10,701AccountsPayableEOYAmt
Total Liabilities BOY-$8,150TotalLiabilitiesBOYAmt
Total Liabilities EOY-$10,701TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,000,000CapitalStockBOYAmt
Capital Stock EOY$5,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,700,379RetainedEarningBOYAmt
Retained Earning EOY$1,640,100RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,700,379TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,640,100TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,692,229TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,629,399TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,700,379TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,830ExcessRevenueOverExpensesAmt
Other Increases$2,551OtherIncreasesAmt
Subtotal$6,640,100SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,640,100TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2023-12-012024-11-30$14,613$17,183-$2,570-$2,570
PUBLICLY TRADED SECURITIESP2023-12-012024-11-30$980,078$745,992$234,086$234,086
FieldValueIRS element (for citing)
Capital Gain Net Income$231,516CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,652InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,652SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,652TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,076EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,076TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13,424OverpaymentAmt
Applied To ES Tax$13,424AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SUSIETOMPKINSBUELL.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MCAULIFFE FRANK RIMERMAN CO LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4154391144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EMBARCADERO CENTER SUITE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSIE TOMPKINS BUELL
PO BOX 29921SAN FRANCISCOCA94129PRESIDENT1.00$0$0$0
MARK BUELL
PO BOX 29921SAN FRANCISCOCA94129VICE PRESIDENT0.05$0$0$0
BELINDA VIRAY-MUNOZ
PO BOX 29921SAN FRANCISCOCA94129EXECUTIVE DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,869,026AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$408,874AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,277,900TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,277,900AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$124,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,153,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$407,687MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$407,687MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,652TaxBasedOnInvestmentIncomeAmt
Total Tax$4,652TotalTaxAmt
Distributable Before Adj$403,035DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$403,035DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$403,035DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$395,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$395,996QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$403,035DistributableAsAdjustedAmt
Undistributed Income PY$375,784UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$395,996QualifyingDistributionsAmt
Applied To Year1$375,784AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$382,823UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSIE TOMPKINS BUELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
REMAKE
1012 TORNEY AVESAN FRANCISCOCA94129PCTO GET WOMEN IN THE CLOTHING INDUSTRY PAID FAIRLY$25,000
RED WINE & BLUE EDUCATION FUND
3675 WARRENSVILLE CENTER RD 202359CLEVELANDOH44120PCNATIONAL NETWORK OF WOMEN TO SUPPORT DIVERSE LIBRARY SHELVES FOR CHILDREN TO PROMOTE BOOKS THAT DISCUSS DIVERSITY, EQUITY AND INCLUSION$50,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET SUITE 10 FLNEW YORKNY10038PCTO PROVIDE COMPREHENSIVE REPRODUCTIVE HEALTH CARE SERVICES, ADVOCATE FOR PUBLIC POLICIES AND ENSURE ACCESS TO SERVICES AND PROVIDE SEX EDUCATION$50,000
GLOBAL PRESS INSTITUTE
5636 CONNECTICUT AVE NWWASHINGTONDC20015PCBUILD REPRESENTATIVE NEWSROOMS THAT PUT LOCAL WOMEN JOURNALISTS AT THE FOREFRONT OF ADVANCING NARRATIVE CHANGE$50,000
VOTO LATINO FOUNDATION
PO BOX 35608WASHINGTONDC20033PCEDUCATES AND EMPOWERS A NEW GENERATION OF LATINO VOTERS$25,000
ASIAN COMMUNITY DEVELOPMENT COUNCIL
1027 S RAINBOW BLVDLAS VEGASNV89145PCTO IMPROVE THE GENERAL WELL-BEING AND EDUCATION OF THE ASIAN PACIFIC ISLANDER AND OTHER ETHNIC COMMUNITIES; AND PROMOTE, FOSTER, CHAMPION AND ADVOCATE FOR ASIAN AMERICAN AND PACIFIC ISLANDERS IN THE GREATER NEVADA COMMUNITY.$10,000
SPARK REPRODUCTIVE JUSTICE NOW
1065 RALPH DAVID ABERNATHY BLVDATLANTAGA30310PCWOMENS HEALTHCARE, EDUCATION AND ADVOCACY WITH AN EMPHASIS ON QUEER YOUTH AND ADULTS OF COLOR$15,000
WISCONSIN CONSERVATION VOICES-WISCONSIN NATIVE VOTE PROGRAM
133 S BUTLER ST STE 320MADISONWI53703PCTO EDUCATE CITIZENS AND ORGANIZATIONS IN THE TECHNIQUES OF EFFECTIVE PARTICIPATION IN GOVERNMENT TO FURTHER CONSERVATION GOALS.$10,000
DETROIT PEOPLE'S PLATFORM
15354 PIEDMONTDETROITMI48219PCPROVIDE RESOURCES TO RELIEVE THE POOR, THE DISTRESS AND THE UNDER-PRIVILEAGED ON OUR COMMUNITY$15,000
BLACK LEADERS ORGANIZING COMMUNITIES (BLOC)
3500 N 26TH STMILWAUKEEWI53206PCENSURE A HIGH QUALITY OF LIFE FOR BLACK COMMUNITIES IN WISCONSIN$15,000
MAKE THE ROAD STATES-PA
301 GROVE STREETBROOKLYNNY11237PCSUPPORT COMMUNITIES, REDUCE OPPRESSION AND DISCRIMINATION AND HELP INDIVIDUALS, FAMILIES AND COMMUNITIES TO THRIVE.$15,000
MOTHERING JUSTICE
PO BOX 21728DETROITMI48221PCORGANIZE A DIVERSE LEADERSHIP OF MOTHERS THROUGHOUT MICHIGAN TO REPRESENT THEIR COLLECTIVE INTEREST$15,000
ARIZONA COALITION FOR CHANGE
1241 E WASHINGTON STREET APT 103PHOENIXAZ85034PCEMPOWERS EVERYDAY PEOPLE TO TRANSFORM THEIR COMMUNITY THROUGH BUILDING CIVIC POWER, JUST AND EQUITABLE SCHOOLS AND SAFER NEIGHBORHOODS$10,000
WE ARE DOWN HOME
PO BOX 10694GREENSBORONC27404PCFOCUS ON SMALL TOWN AND RURAL ORGANIZING SPECIFICALLY BUILDING MULTI RACIAL BASE REFLECTIVE OF DEMOGRAPHICS OF THE COUNTIES AND STATE$15,000
PENNSYLVANIA STANDS UP INSTITUTE
15 N LIME STREETLANCASTERPA17602PCDEVELOP TRANSFORMATIVE LEADERS IN OUR OWN NEIGHTBORHOODS TO CREATE A MULTI-RACIAL DEMOCRACY AND BUILD POWER FOR WORKING PEOPLE$10,000
PODER IN ACTION
PO BOX 23406PHOENIXAZ85063PCTRAINING UNDER REPRESENTED, LOW INCOME ARIZONANS TO ENGAGE STAKEHOLDERS IN MEANINGFUL DIALOGUE FROM COLLABORATIVE PARTNERSHIPS AND TAKE ACTION TO ADDRESS LOCAL ISSUES TO SHIFT THE LANDSCAPE OF SOCIAL JUSTICE AND PUBLIC POLICY.$15,000
VOTE MAMA FOUNDATION
32 AVON PLACEAMITYVILLENY11701PCBREAK THE STRUCTURAL BARRIERS MOMS FACE WHILE RUNNING FOR OFFICE, NORMALIZE MOTHERS OF YOUNG CHILDREN RUNNING FOR OFFICE, AND EQUIP LEGISLATORS WITH THE TOOLS THEY NEED TO ADVANCE POLICIES THAT ALLOW ALL WOMEN AND WORKING FAMILIES TO THRIVE.$25,000
VOTEAMERICA INC
1270 GROVE STREET 301SAN FRANCISCOCA94117PCUSES TECHNOLOGY TO SIMPLIFY POLITICAL ENGAGEMENT AND INCREASE VOTER TURNOUT.$25,000
WOMEN FOR WOMEN INTERNATIONAL
2000 M STREET NW 200WASHINGTONDC20036PCPROVIDE TRAINING FOR WOMEN TO GENERATE INCOME, IMPROVE HEALTH, AND INFLUENCE DECISIONS.$720
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$395,720TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,241ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158,911ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$231,516ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$436,668ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$436,668TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,150Amt
Net Investment Income$12,150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,335,169EOYBookValueAmt
EOYFMV$1,282,568EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,968,794EOYBookValueAmt
EOYFMV$6,745,295EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,443$0$0
WEBSITE$276$0$276
BANK CHARGE$45$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOPENING BALANCE EQUITY ADJUSTMENTDesc
Amt$2,551Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL/MANAGEMENT FEES$49,758$49,758$0
INVESTMENT ADVISOR FEES$30,524$30,524$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$9,582Amt
Net Investment Income$9,582NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.