UMSIZI FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UMSIZI FUND (EIN 46-1723396)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349101173
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T14:28:05-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461723396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Umsizi Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | UMSI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY BRAKEMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173145000024 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,768,080 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,484 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,484 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,928,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,042 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,052,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,681 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $23,037 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,037 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,883 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $993,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $993,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,052,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,051,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,000,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,780,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,495,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,494,460 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $3,285,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,273,620 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $2,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,780,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,781,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,768,080 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $911 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $911 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,780,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,780,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,780,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,780,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,780,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,781,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,780,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,000,172 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,780,332 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,780,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,928,470 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,912,428 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,042 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,042 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,042 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,222 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,609,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $257,453 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,717,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069246 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,698 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $831,519 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066983 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.206013 | TotalDistributionRt |
| Average Distribution | 0.068671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,449,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $374,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $527 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $374,728 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,051,684 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $527 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $527 | SubtotalAmt |
| Tax Based On Investment Income | $527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,725 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,198 | OverpaymentAmt |
| Applied To ES Tax | $600 | AppliedToESTaxAmt |
| Refund | $8,598 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | 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 | Yes (true) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Amy Brakeman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Roy Edgar Brakeman III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MCE SOCIAL CAPITAL: TO FUND MCE'S GLOBAL ECONOMIC OPPURTUNITY PROGRAM. PROCEEDS OF THE LOAN WILL BE USED TO FUND LOANS TO MICROFINANCE INSTITUTIONS. | Description1Txt |
| Expenses1 | $2,000,000 | Expenses1Amt |
| Total | $2,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,636,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $895,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,532,174 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,532,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,449,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $527 | TotalTaxAmt |
| Distributable Before Adj | $271,933 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,933 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,051,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,000,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,051,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $527 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,051,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,933 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $50,131 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,051,684 | QualifyingDistributionsAmt |
| Applied To Current Year | $271,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,779,751 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,117,903 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,117,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $50,131 | ExcessFromYear3Amt |
| Excess From Year2 | $131,006 | ExcessFromYear2Amt |
| Excess From Year1 | $157,015 | ExcessFromYear1Amt |
| Excess From Current Year | $2,779,751 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Amy Brakeman | ContributingManagerNm |
| Contributing Manager | Roy Edgar Brakeman III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1TO4 | ||||||||||||
| 5225 E CAMINO CIELO | SANTA BARBARA | CA | 93105 | N/A | PC | General & Unrestricted | $10,000 | |||||
| BERKLEE COLLEGE OF MUSIC INC | ||||||||||||
| 1140 BOYLSTON ST | BOSTON | MA | 02215 | N/A | PC | Africa Scholars Program | $30,000 | |||||
| BROOKLYN COMMUNITY BAIL FUND INC | ||||||||||||
| 195 MONTAGUE ST FL 14 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $25,000 | |||||
| C Onikute | ||||||||||||
| 147-55 109th Ave | Jamaica | NY | 11435 | N/A | I | grant to individual for travel, study, or similar purposes | $10,000 | |||||
| E Oketch | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $1,400 | Ongoza Regent Court C7 | Nairobi | KE | 00100 | |||||
| EDUCATE | ||||||||||||
| PO BOX 12302 | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $40,000 | |||||
| EDUCATION FOR EMPLOYMENT | ||||||||||||
| 1612 K ST NW STE 800 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $100,000 | |||||
| EQUAL JUSTICE UNDER LAW | ||||||||||||
| 601 PENNSYLVANIA AVE NW S BUILD | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $10,000 | |||||
| GENERATION - YOU EMPLOYED INC | ||||||||||||
| 1200 19TH ST NW STE 910 | WASHINGTON | DC | 20036 | N/A | PC | Generation Kenya | $50,000 | |||||
| GENERATION - YOU EMPLOYED INC | ||||||||||||
| 1200 19TH ST NW STE 910 | WASHINGTON | DC | 20036 | N/A | PC | Kenya program | $12,000 | |||||
| HARVARD COLLEGE | ||||||||||||
| 124 MOUNT AUBURN ST 4TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard School of Public Health, Dr. Fawzi, collaboration with African Leadership Academy Program | $95,000 | |||||
| J Hajjouji | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $700 | Apt 903 Al Rahma Tower | Abu Dhabi | AE | ||||||
| J Munyambanza | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $2,100 | 1st Floor Lions Shopping Arcade N | Kampala | UG | ||||||
| J Munyambanza | ||||||||||||
| 6696 South 3380 West | West Jordan | UT | 84084 | N/A | I | grant to individual for travel, study, or similar purposes | $5,000 | |||||
| J Munyambanza | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $9,000 | Makere Hill Ham Towers 3rd Floor R | Kampala | UG | ||||||
| J Shirima | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $1,600 | CosTech DTBI Offices Darecha Limite | Dar Es Salaam | TZ | Kinondoni Distric | |||||
| JITEGEMEE INC | ||||||||||||
| 411A HIGHLAND AVE 171 | SOMERVILLE | MA | 02144 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LEWA WILDLIFE CONSERVANCY USA | ||||||||||||
| 38 MILLER AVE BOX 507 | MILL VALLEY | CA | 94941 | N/A | PC | Lewa Conservancy and northern rangelands trust project | $25,000 | |||||
| M Moono | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $2,100 | c/o George Moono | Lusaka | ZA | 10101 | |||||
| M Sidahmed | ||||||||||||
| 1600 Peachtree t | Atlanta | GA | 30309 | N/A | I | grant to individual for travel, study, or similar purposes | $460 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | The Ragon Institute Program | $75,000 | |||||
| N Zoro | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $1,500 | BP 494 Bingerville | Abidjan | CI | ||||||
| O Diome | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $3,000 | No 1 Fist Close | Accra | GH | ||||||
| O Diome | ||||||||||||
| n/a | I | Short-term Emergency Assistance Grant | $3,000 | No 1 First Close | Accra | GH | ||||||
| ONGOZA FOUNDATION INC | ||||||||||||
| 111 BROADWAY RM 1703 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $100,895 | |||||
| Ouko Victor | ||||||||||||
| N/A | I | General & Unrestricted | $911 | ARGO-CHEMICAL PO BOX 18 MUHORONI | Nyanza | KE | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Discretionary Fund of the Faculty Director for the harvard university center for african studies | $5,900 | |||||
| R Noelle | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $900 | Senelec Vincent Rue Vincent | Dakar | SN | BP 93 | |||||
| RESULTS FOR DEVELOPMENT INSTITUTE INC | ||||||||||||
| 1111 19TH ST NW STE 700 | WASHINGTON | DC | 20036 | N/A | PC | Scoping and Assessing the Need for a Peer Learning network for youth skills development project | $30,000 | |||||
| SOUTH AFRICA DEVELOPMENT FUND INC | ||||||||||||
| 555 AMORY ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | Klipton Youth Program | $20,000 | |||||
| THE INTEGRATED RURAL DEVELOPMENT AND NATURE CONSER | ||||||||||||
| N/A | Other | Expenditure Responsibility Grant | $20,000 | MAERUA OFC BLOCK CENTAURUS ST 3RD | WINDHOEK | WA | ||||||
| UBUNTU EDUCATION FUND | ||||||||||||
| 32 BROADWAY STE 414 | NEW YORK | NY | 10004 | N/A | PC | Ubuntu Pathways Program | $133,333 | |||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||||||
| 2080 ADDISON ST 4200 | BERKELEY | CA | 94720 | N/A | PC | Funds for School of Public Health as they expand their curriculum to include global public health | $100,000 | |||||
| V Ouko | ||||||||||||
| N/A | I | grant to individual for travel, study, or similar purposes | $2,200 | Argo-Chemical PO Box 18 | Nyanza | KE | ||||||
| WATSON UNIVERSITY | ||||||||||||
| 4740 TABLE MESA DR | BOULDER | CO | 80305 | N/A | PC | JumpStart Academy Africa Project | $10,000 | |||||
| WEST AFRICA VOCATIONAL EDUCATION INC | ||||||||||||
| 1209 N ORANGE ST | WILMINGTON | DE | 19801 | N/A | PC | General & Unrestricted | $5,600 | |||||
| WEST AFRICA VOCATIONAL EDUCATION INC | ||||||||||||
| 1209 N ORANGE ST | WILMINGTON | DE | 19801 | N/A | PC | conference fees for Youth Economic Opportunities summit project | $1,790 | |||||
| WEST AFRICA VOCATIONAL EDUCATION INC | ||||||||||||
| 1209 N ORANGE ST | WILMINGTON | DE | 19801 | N/A | PC | Direct to Umsizi Fellowship | $19,000 | |||||
| WILDLIFE CONSERVATION NETWORK INC | ||||||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Save the Elephants in Kenya Program | $10,000 | |||||
| WORLD EDUCATION INC | ||||||||||||
| 44 FARNSWORTH ST | BOSTON | MA | 02210 | N/A | PC | Bantwana Employability and Livelihoods Initiative | $10,000 | |||||
| YOUTH CHALLENGE 4 CHANGE UGANDA | ||||||||||||
| N/A | Other | Expenditure Responsibility Grant | $10,000 | PLOT 29-31 MAIN ST KAHOORA DIVISI | HOIMA | UG | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $993,389 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,484 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,681 | 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 |
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 | Brakeman III Roy Edgar | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 Memorial Drive apt 1008 | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| YOUTH CHALLENGE 4 CHANGE UGANDA | |||||||||
| PO BOX 241 | HOIMA | UG | 2015-01-14 | $5,000 | TO HELP SUPPORT THE MUKUZA CHALLENGE CONFERENCE | $5,000 | NO | 8/4/16 | NONE NECESSARY |
| YOUTH CHALLENGE 4 CHANGE UGANDA | |||||||||
| PO BOX 241 | HOIMA | UG | 2015-02-13 | $5,000 | TO HELP SUPPORT THE MUKUZA CHALLENGE CONFERENCE | $5,000 | NO | 8/4/16 | NONE NECESSARY |
| YOUTH CHALLENGE 4 CHANGE UGANDA | |||||||||
| PO BOX 241 | HOIMA | UG | 2016-02-05 | $10,000 | TO HELP SUPPORT THE MUKUZA CHALLENGE CONFERENCE | $10,000 | NO | 8/23/17 | NONE NECESSARY |
| THE INTEGRATED RURAL DEVELOPMENT AND NAT | |||||||||
| MAERUA OFFICE BLOCK CENTARUS ST 3 | WINDHOEK | WA | 2016-08-09 | $20,000 | TO AID IN IMPROVING CURRENT ANTI-POACHING EFFORTS | NO | ER Report expected in 2017 | NONE NECESSARY | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN SHORT DURATION BOND | StockNm |
| EOY Book Value | $3,285,782 | EOYBookValueAmt |
| EOYFMV | $3,273,620 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | AMY BRAKEMAN PRESDIR | LenderPersonNm |
| Loan Original | $911 | LoanOriginalAmt |
| Balance Due | $911 | BalanceDueAmt |
| Note | 2016-12 | NoteDt |
| Loan Maturity | 2016-12 | LoanMaturityDt |
| Repayment Terms | IMMEDIATELY | RepaymentTermsTxt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | EXCLUSIVELY FOR PURPOSES SPECIFIED IN SEC 501C3 | LoanPurposeTxt |
| Lender Consideration | CONSIDERATION: CASH CONSDERATION FMV: $911 | LenderConsiderationDesc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - MCE SOCIAL | Desc |
| EOY Book Value | $2,000,000 | EOYBookValueAmt |
| EOYFMV | $2,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $28,957 | $28,957 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $836 | $836 | |
| ANNUAL SUBSCRIPTIONS | $40 | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Philanthropic Consulting Srvcs | CategoryTxt |
| Amt | $5,400 | Amt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $800 | Amt |
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