FORSYTHIA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHIA FOUNDATION INC (EIN 81-3990775)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349100447
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T14:17:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521224986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKS & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 SWEETBAY DRIVE | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 1828 L STREET NW 400 | 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 & CHAIR | PersonTitleTxt |
| Phone | 2025951020 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D MAYBURY CPA | PreparerPersonNm |
| PTIN | P01082211 | PTIN |
| Phone | 4105465600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,759,186 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,937 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,937 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $979,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $979,303 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$10,973 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $757,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,628,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $757,135 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $762 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $762 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,747,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,747,137 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,527 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,527 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $393 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $393 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $289,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,748 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $186,329 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,618 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,971 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,971 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $691,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $398,490 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,831,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,538,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,497,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $228,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,993 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $19,019 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $110,021 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $110,021 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $32,986,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,496,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,496,172 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $33,234,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,759,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,759,186 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $112,276 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,923 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $112,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,173 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $33,121,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,755,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,121,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,755,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,234,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,759,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,121,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $717,164 | OtherIncreasesAmt |
| Subtotal | $33,755,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,755,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CAPITAL GAINS FROM PASSTHROUGH ENTITES | 2024-12-31 | $493 | -$493 | -$493 | ||
| CAPITAL GAINS FROM PASSTHROUGH ENTITES | 2024-12-31 | $116,513 | $116,513 | $116,513 | ||
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $1,109,770 | $91,004 | $91,004 | $1,200,774 | |
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $3,761,053 | $536,124 | $536,124 | $4,297,177 | |
| CAPITAL GAINS DIVIDENDS | $13,987 | $13,987 | $13,987 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $757,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,260 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,250 | TaxDueAmt |
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 | 1828 L STREET NW SUITE 400 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALISON CARLSON | ||||||||
| 1828 L STREET NW SUITE 400 | WASHINGTON | DC | 20036 | PRESIDENT & CHAIR | 30.00 | $0 | $0 | $0 |
| GEOFFREY EISENBERG | ||||||||
| 1828 L STREET NW SUITE 400 | WASHINGTON | DC | 20036 | TREASURER | 5.00 | $0 | $0 | $0 |
| SHELLEY HEARNE | ||||||||
| 1828 L STREET NW SUITE 400 | WASHINGTON | DC | 20036 | EXECUTIVE DIRECTOR | 30.00 | $150,527 | $0 | $0 |
| THEODORE GANNETT | ||||||||
| 1828 L STREET NW SUITE 400 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA ADVISORS | |||||
| 1828 L STREET NW SUITE 400 | WASHINGTON | DC | 20036 | GRANT MANAGEMENT & OPERATIONS | $163,139 |
| THINKWELL STRATEGIES LLC | |||||
| 3610 SHIRE BLVD STE 206 | RICHARDSON | TX | 75082 | EXECUTIVE DIRECTOR MANAGEMENT | $150,527 |
| ENVEST | |||||
| 7721 SE 58TH STREET | MERCER ISLAND | WA | 98040 | RESEARCH CONTRACTOR | $100,000 |
| CORIENT ADVISORS | |||||
| 101 PARK AVE SUITE 3100 | NEW YORK | NY | 10178 | FINANCIAL ADVISORS | $80,850 |
| 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 | $33,913,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,244,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,244,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $513,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,730,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,686,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,686,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,810 | TotalTaxAmt |
| Distributable Before Adj | $1,665,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,665,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,665,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,538,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,538,490 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,665,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,506,935 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,538,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,506,935 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,555 | 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 | $1,634,154 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BREAST CANCER PREVENTION PARTNERS | ||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | PC | SUPPORT OF THE TOXIC-FREE IV CAMPAIGN | $25,000 |
| CLEAN PRODUCTION ACTION | ||||||
| 1310 BROADWAY SUITE 101 | SOMERVILLE | MA | 02144 | PC | SUPPORT FOR INVESTOR ENVIRONMENTAL HEALTH NETWORK'S WORK EMBEDDING ENVIRONEMTANL JUSTIC AND GREEN CHEMISTRY ITO ESG STRATEGIES | $50,000 |
| COMMONWEAL | ||||||
| PO BOX 316 | BOLINAS | CA | 94924 | PC | SUPPORT FOR COLLABORATIVE ON HEALTH AND THE ENVIRONMENT'S DEVELOPMENTAL WORK REVISIONING CHE'S FUTURE ROLE, FOCUS, AND MEASURABLE IMPACT | $30,000 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | SUPPORT OF ERTHJUSTICE'S LEGAL TEAM'S ENVIRONMENTAL HEALTH WORK | $75,000 |
| ENVIRONMENTAL PROTECTION NETWORK | ||||||
| 2825 LEGATION STREET NW | WASHINGTON | DC | 20015 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ENVIRONMENTAL WORKING GROUP | ||||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT FOR EWG'S WORK ON PFAS, FOOD AND TOXICS | $75,000 |
| GREEN SCIENCE POLICY INSTITUTE | ||||||
| PO BOX 9127 | BERKELEY | CA | 94709 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| HEALTHY BUILDING NETWORK | ||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | PC | FOR EXPANDING THE INFLUENCE AND IMPACT OF THE PHAROS, A CHEMICAL HAZARDS DATABASE + SUBGRANT TO BEYOND BENIGN | $150,000 |
| PUBLIC HEALTH WATCH | ||||||
| 2110 RANCH ROAD 620 SOUTH 340762 | AUSTIN | TX | 78734 | PC | SUPPORT TRAINING JOURNALISTS ON ENVIRONMENTAL HEALTH DATA REPORTING | $50,000 |
| THE ARC OF THE UNITED STATES | ||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | PC | SUPPORT FOR PROJECT TENDR | $50,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | PC | SUPPORT FOR THE PROGRAM ON REPRODUCTIVE HEALTH AND THE ENVIRONMENT'S (PRHE) TOXICS LITIGATION LIBRARY | $30,000 |
| TOXIC-FREE FUTURE | ||||||
| 4649 SUNNYSIDE AVE N SUITE 540 | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT FOR MIND THE STORE, TO SUPPORT A SERIES OF CONVENINGS WITH THE ENVIRONMENTAL HEALTH COMMUNITY TO DEVELOP A COORDINATED VISION AND FRAMEWORK FOR ADVANCING SUSTAINABLE CHEMISTRY, TO SUPPORT SAFER STATES' PROCUREMENT EFFORTS, AND IN SUPPORT OF TOXIC FREE FUTURE'S LEADERSHIP ROLE FOR COORDINATED ADVOCACY IN THE TOXICS USE REDUCTION COMMUNITY | $175,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||
| 615 WEST 131ST STREET | NEW YORK | NY | 10027 | PC | TO SUPPORT THE EVIDENCE-BASED ANALYSIS OF PERSONAL CARE PRODUCTS AND RELATED INGREDIENTS TO ASSIST IN SCIENTIFIC DISCOVERY AND COLLABORATIVE POLICY ENGAGEMENT | $50,000 |
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW | ||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | PC | SUPPORT OF INVESTOR ENVIRONMENTAL HEALTH NETWORK'S (IEHN) WORK SCALING INVESTOR SUPPORT FOR SCI METRICS AND THE TRANSITION TO SAFER CHEMICALS | $100,000 |
| ENVIRONMENTAL LAW INSTITUTE | ||||||
| 1730 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | PC | SUPPORT OF ELI'S WORK ON TOXICS LITIGATION TRENDS ANALYSIS AND DATABASE | $100,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | SUPPORT FOR NRDC'S WORK ON TOXIC TECHNOLOGIES FOR PLASTIC WASTE MANAGEMENT WORK; PFAS IN DRINKING WATER; AND LEAD IN DRINKING WATER | $75,000 |
| ROSE FOUNDATION FOR COMMUNITIES AND THE ENVIRONMENT | ||||||
| 201 4TH STREET STE 102 | OAKLAND | CA | 94607 | PC | GENERAL OPERATING SUPPORT FOR CLEARYA | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,140,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,937 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $979,303 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$10,973 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $32 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $757,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $32 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,736,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,736,164 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LONG TERM INVESTMENTS | StockNm |
| EOY Book Value | $33,496,172 | EOYBookValueAmt |
| EOYFMV | $33,496,172 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $393 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $393 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,503 | $4,503 | $0 |
| OFFICE EXPENSES | $24,295 | $0 | $24,295 |
| INVESTMENT EXPENSES FROM PASSTHROUGH ENTITIES | $106,199 | $106,199 | $0 |
| ORDINARY LOSSES FROM PASSTHROUGH ENTITIES | $2,955 | $2,955 | $0 |
| UBTI ORDINARY LOSSES FROM PASSTHROUGH ENTITIES | $16,608 | $0 | $0 |
| RENTAL LOSSES | $10,973 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 1231 GAINS FROM PASSTHROUGH ENTITIES | $675 | $675 | $675 |
| UBTI ORDINARY INCOME FROM PASSTHROUGH ENTITIES | $32 | $32 | $32 |
| ROYALTIES FROM PASSTHROUGH ENTITIES | $55 | $55 | $55 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED FAIR MARKET VALUE | Desc |
| Amt | $717,164 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,250 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $149,723 | $0 | $149,723 |
| CONSULTING FEES | $117,456 | $80,850 | $36,606 |
| INVESTMENT ACCOUNT FEES | $21,898 | $21,898 | $0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION OPERATED UNDER THE NOTION THAT EXTENSIONS WERE PROPERLY FILED ON TIME FOR BOTH THE 990T AND 990PF BY THE THIRD PARTY ACCOUNTING FIRM AS USUALLY IS DONE. RECEIVING THE NOTICE OF NON-FILING GAVE LIGHT THAT THE EXTENSIONS WERE NOT ACCEPTED BY THE IRS AND THIS WAS NOT KNOWN. THE FOUNDATION IS UNABLE TO FILE ITS RETURNS UNTIL ALL DOCUMENTS ARE AVAILABLE IN OCTOBER WHEN IT RECEIVES K1S FROM VARIOUS QUALIFIED PARTNERSHIP INTERESTS. AN EXTENSION PAYMENT WAS ALSO MADE BY 5/15/2025 FOR 2024 WHICH SHOULD SERVE AS NOTICE OF REQUEST OF EXTENSION. THE FOUNDATION HAS TAKEN CORRECTIVE ACTIONS TO ENSURE FUTURE EXTENSIONS ARE MADE AND ACCEPTED BEFORE ASSUMING THEY WERE NOT REJECTED PREVIOUSLY. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $15,027 | $0 | $0 |
| FOREIGN TAXES FROM SECURITIES | $30,875 | $30,875 | $0 |
| FOREIGN TAXES FROM PASSTHROUGH ENTITIES | $2,743 | $2,743 | $0 |
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