CEDAR TREE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CEDAR TREE FOUNDATION INC (EIN 13-3601934)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202523169349101717
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T11:12:35-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET 17TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133601934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CEDAR TREE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCEDABusinessNameControlTxt
Phone6176956767PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 FRANKLIN ST 26TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021102853ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN MARGOT SMITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6176956767PhoneNum
Signature2025-11-07SignatureDt
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 PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6178075000PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,860,491FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$47,119InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47,119InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,336,605DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,279,014DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,083,500NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,358,945GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,833,661CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,467,224TotalRevAndExpnssAmt
Total Net Invst Incm$8,159,794TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$229,079CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$34,750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$194,329CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$214,812OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$32,585OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$182,227OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$204,539PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$21,133PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$183,406PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,056LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$15,056LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$44,155AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,740AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$38,415AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$416,290OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$416,290OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$137,876TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,980TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$33,907TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,276DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$426DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$183,174OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$23,597OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$159,577OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$12,724TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,724TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$541,643OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$246,452OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$106,467OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,002,624TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$785,953TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$926,108TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,789,567ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,205,505ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,792,191TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$785,953TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,131,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,324,967ExcessRevenueOverExpensesAmt
Net Investment Income$7,373,841NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,149,947SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,465,901SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,465,901SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$78,479PrepaidExpensesBOYAmt
Prepaid Expenses EOY$84,176PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$84,176PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$64,556,269CorporateStockBOYAmt
Corporate Stock EOY$65,057,266CorporateStockEOYAmt
Corporate Stock EOYFMV$65,057,266CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$525,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$525,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$525,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$525,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$19,927,117OtherInvestmentsBOYAmt
Other Investments EOY$18,502,441OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,502,441OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$78,652LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$74,141LandBldgEquipAccumDeprecAmt
Land BOY$4,092LandBOYAmt
Land EOY$4,511LandEOYAmt
Land EOYFMV$4,511LandEOYFMVAmt
Other Assets BOY$383,167OtherAssetsBOYAmt
Other Assets EOY$221,196OtherAssetsEOYAmt
Other Assets EOYFMV$221,196OtherAssetsEOYFMVAmt
Total Assets BOY$86,624,071TotalAssetsBOYAmt
Total Assets EOY$85,860,491TotalAssetsEOYAmt
Total Assets EOYFMV$85,860,491TotalAssetsEOYFMVAmt
Accounts Payable BOY$122,872AccountsPayableBOYAmt
Accounts Payable EOY$251,477AccountsPayableEOYAmt
Grants Payable BOY$13,523,484GrantsPayableBOYAmt
Grants Payable EOY$15,113,675GrantsPayableEOYAmt
Other Liabilities BOY$256,834OtherLiabilitiesBOYAmt
Other Liabilities EOY$76,440OtherLiabilitiesEOYAmt
Total Liabilities BOY$13,903,190TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,441,592TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$72,720,881NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$70,418,899NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$72,720,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$70,418,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,624,071TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,860,491TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,720,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,324,967ExcessRevenueOverExpensesAmt
Other Increases$2,022,985OtherIncreasesAmt
Subtotal$70,418,899SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$70,418,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EAGLE CAPITAL MANAGEMENTP$6,069,930$2,878,386$3,191,544$3,191,544
GRANITE INVESTMENT MANAGEMENTP$4,240,491$3,341,561$898,930$898,930
RIVERBRIDGEP$317,577$205,887$111,690$111,690
WALDEN ASSET MANAGEMENTP$1,281,194$1,023,808$257,386$257,386
HARDING LOEVNERP$6,377,575$5,453,058$924,517$924,517
BRECKINRIDGEP$5,227,658$5,309,914-$82,256-$82,256
PASSTHROUGH GAINS FROM PARTNERSHIP INVESTMENTSP$1,443,926$249,839$1,194,087$1,194,087
MUTUAL FUNDSP$227,225$227,225$227,225
MUTUAL FUND - NEW ALTERNATIVESP$2,173,369$2,062,831$110,538$110,538
FieldValueIRS element (for citing)
Capital Gain Net Income$6,833,661CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$102,496InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$102,496SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$102,496TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$103,023EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$64,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$167,023TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$584EsPenaltyAmt
Overpayment$63,943OverpaymentAmt
Applied To ES Tax$63,943AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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.CEDARTREEFOUND.ORGWebsiteAddressTxt
Individual With BooksDEBRA MONIZIndividualWithBooksNm
Phone6176956767PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1225 FRANKLIN ST 26TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021102853ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN M SMITH
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853PRESIDENT5.00$0$0$0
ANDREA L SMITH
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853VICE PRESIDENT5.00$8,000$0$0
KRISTIN LEADER
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853CLERK5.00$8,000$0$0
RACHEL ALTERNATIVE
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853BOARD MEMBER5.00$0$0$0
JENNIFER L SMITH
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853TREASURER5.00$8,500$0$0
SOPHIA KOLEHMAINEN
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853EXECUTIVE DIRECTOR40.00$204,579$71,643$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DEBRA MONIZ
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853DIRECTOR FINANCE & A40.00$186,741$70,330$0
GREG HORNER
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853SENIOR PROGRAM OFFIC30.00$85,221$58,619$0
DANA CAMPION
225 FRANKLIN ST 26TH FLOORBOSTONMA021102853GRANTS MANAGER20.00$65,698$12,887$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARINA GERVACIOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11325 QUINCY ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20011ZIPCd
FieldValueIRS element (for citing)
Service TypeGRANTS CONSULTANTServiceTypeTxt
Compensation$54,655CompensationAmt
FieldValueIRS element (for citing)
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$81,379,859AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,699,611AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$834,883FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$85,914,353TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$85,914,353AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,288,715CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,625,638NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,231,282MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,231,282MinimumInvestmentReturnAmt
Tax Based On Investment Income$102,496TaxBasedOnInvestmentIncomeAmt
Income Tax$3,637IncomeTaxAmt
Total Tax$106,133TotalTaxAmt
Distributable Before Adj$4,125,149DistributableBeforeAdjAmt
Recoveries Qualfied Distri$920,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,045,149DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,045,149DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,131,613ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,131,613QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,045,149DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,634,522ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,661,950ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,082,912ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,840,132ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,281,847ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,501,363TotalExcessDistributionCyovAmt
Qualifying Distributions$10,131,613QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,045,149AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,086,464RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,587,827TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,634,522ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,953,305ExcessDistriCyovToNextYrAmt
Excess From Year4$2,661,950ExcessFromYear4Amt
Excess From Year3$2,082,912ExcessFromYear3Amt
Excess From Year2$3,840,132ExcessFromYear2Amt
Excess From Year1$6,281,847ExcessFromYear1Amt
Excess From Current Year$5,086,464ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVANCEMENT PROJECT EDUCATION FUND
1220 L STREET NW SUITE 850WASHINGTONDC20005PCGENERAL SUPPORT$150,000
AGARIAN TRUST
22 BUXTON SCHOOL RDWEARENH03281PCPROJECT SUPPORT FOR THE P8GUASSO REMATRIATION PROJECT AT BOGASTOW FARM$100,000
ALASKA COMMUNITY ACTION ON TOXINS
505 WEST NORTHERN LIGHTS SUITE 205ANCHORAGEAK99503PCGENERAL SUPPORT$125,000
ALDO LEOPOLD FOUNDATION
E13701 LEVEE ROADBARABOOWI53913PCPROJECT SUPPORT OF THE FUTURE LEADERS FELLOWSHIP$20,000
ALL IN ENERGY
30 FAIRVIEW STROSLINDALEMA02131PCGENERAL SUPPORT$15,000
ALL SOULS CHURCH UNITARIAN
1500 HARVARD STREET NWWASHINGTONDC20009PCPROJECT SUPPORT FOR BUILDING REPAIR CAMPAIGN$200,000
ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT
2201 WASHINGTON STREET SUITE 302ROXBURYMA02119PCGENERAL SUPPORT$30,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K STREET NWWASHINGTONDC20006PCGENERAL SUPPORT$30,000
BEACON HOUSE COMMUNITY MINISTRY INC
601 EDGEWOOD STREET NE SUITE 15WASHINGTONDC20017PCGENERAL SUPPORT$5,000
BELOVED COMMUNITY CENTER OF GREENSBORO
PO BOX 875GREENSBORONC27402PCGENERAL SUPPORT$100,000
BEYOND BOND AND LEGAL DEFENSE
394 CENTRAL STREETSAUGUSMA01906PCPROJECT SUPPORT FOR THE BOSTON IMMIGRATION JUSTICE ACCOMPANIMENT NETWORK$8,000
BK ROT
86 WYCKOFF AVENUEBROOKLYNNY11237PCGENERAL SUPPORT AND PROJECT SUPPORT FOR PROFESSIONAL DEVELOPMENT OR CAPACITY BUILDING$13,000
BLACKFEET COMMUNITY COLLEGE
PO BOX 819BROWNINGMT59417PCPROJECT SUPPORT FOR THE NATIVE SCIENCE FIELD CENTER'S ENVIRONMENTAL STEWARDSHIP PROGRAM$20,000
BOSTON IMPACT INITIATIVE FUND
PO BOX 300443JAMAICA PLAINMA02130SO IPROJECT SUPPORT FOR FIELD BUILDING INITIATIVES$50,000
BRAVER ANGELS
733 THIRD AVENUE FLOOR 16NEW YORKNY10017PCGENERAL SUPPORT$101,500
BREAKTHROUGH GREATER BOSTON
PO BOX 381486CAMBRIDGEMA02238PCPROJECT SUPPORT FOR STUDENT SUCCESS PROGRAMMING$30,000
CENTER FOR CIVIC POLICY
PO BOX 27616ALBUQUERQUENM87102PCPROJECT SUPPORT FOR THE NEW MEXICO DREAM TEAM$150,000
CENTER FOR CIVIC POLICY
PO BOX 27616ALBUQUERQUENM87102PCGENERAL SUPPORT$150,000
CENTER FOR ECONOMIC DEMOCRACY
434 MASSACHUSETTS AVENUE SUITE 201BOSTONMA02118PCPROJECT SUPPORT FOR BOSTON UJIMA PROJECT$24,000
CENTER FOR EMPOWERED POLITICS EDUCATION FUND
1212 BROADWAY STE 700OAKLANDCA94612PCPROJECT SUPPORT FOR VIETLEAD'S YOUTH WORK AT RESILIENT ROOTS FARM$3,000
CENTER FOR EMPOWERED POLITICS EDUCATION FUND
1212 BROADWAY STE 700OAKLANDCA94612PCPROJECT SUPPORT FOR PROFESSIONAL DEVELOPMENT OR CAPACITY BUILDING$10,000
CENTER FOR ENVIRONMENTAL HEALTH
2201 BROADWAY SUITE 302OAKLANDCA94612PCPROJECT SUPPORT FOR CHILDREN'S ENVIRONMENTAL HEALTH$250,000
CENTRO OBERO DEL FRONTERIZO
200 TEXAS AVEEL PASOTX79901PCPROJECT SUPPORT FOR LA MUJER OBRERA'S CHILDREN'S ENVIRONMENTAL HEALTH PROGRAM$75,000
CHILDREN'S ENVIRONMENTAL HEALTH NETWORK
110 MARYLAND AVENUE NE SUITE 404WASHINGTONDC20002PCGENERAL SUPPORT$100,000
CHINESE PROGRESSIVE ASSOCIATION
1080 BERGEN STREET STE 219BROOKLYNNY11216PCPROJECT SUPPORT FOR BLACK FUTURE LABS$150,000
CITY BLOSSOMS
516 KENNEDY ST NWWASHINGTONDC20011PCGENERAL SUPPORT$80,000
CIVIL EATS
502 E COTATI AVE UNIT 7014COTATICA94931PCGENERAL SUPPORT$6,000
CLICK INC
41 CLUB ROADWINDHAMCT06280PCPROJECT SUPPORT FOR GROW WINDHAM$10,000
COLORADO PLATEAU FOUNDATION
113 E BIRCH AVEFLAGSTAFFAZ86001PCGENERAL SUPPORT$50,000
COMING CLEAN
28 VERNON STREET SUITE 434BRATTLEBOROVT05301PCGENERAL SUPPORT$125,000
COMITE DE APOYO A LOS TRABAJADORES AGRICOLAS INC
4 DELSEA DR SGLASSBORONJ08028PCPROJECT SUPPORT FOR PROFESSIONAL DEVELOPMENT OR CAPACITY BUILDING WITHIN YOUTH FOOD JUSTICE INTERNSHIP PROGRAM$25,000
COMMON FUTURE
2323 BROADWAYOAKLANDCA94612PCPROJECT SUPPORT FOR POTLIKKER CAPITAL$60,000
CONSERVATORY LAB CHARTER SCHOOL FOUNDATION
2120 DORCHESTER AVENUEDORCHESTERMA02124PCPROJECT SUPPORT FOR ENVIRONMENTAL SCIENCE TEACHERS$160,000
CONSERVATORY LAB CHARTER SCHOOL FOUNDATION
2120 DORCHESTER AVENUEDORCHESTERMA02124PCGENERAL SUPPORT$70,000
CULTIVATE CHARLOTTESVILLE
PO BOX 5282CHARLOTTESVILLEVA22905PCPROJECT SUPPORT FOR YOUTH PROGRAM$25,000
DEFEND OUR HEALTH
565 CONGRESS STREETPORTLANDMA04101PCGENERAL SUPPORT$125,000
DETROIT FOOD ACADEMY
4444 SECOND AVENUEDETROITMI48201PCPROJECT SUPPORT FOR PROFESSIONAL DEVELOPMENT OR CAPACITY BUILDING WITHIN ADVANCED AFTER SCHOOL LEADERSHIP PROGRAM$25,000
DOCUMENTARY EDUCATIONAL RESOURCES
108 WATER STREET SUITE 5AWATERTOWNMA02472PCPROJECT SUPPORT FOR JOIN OR DIE 2024 IMPACT TOUR$100,000
EARTHFORCE
PO BOX 1228DENVERCO80201PCGENERAL SUPPORT$100,000
ENVIRONMENTAL WORKING GROUP
1436 U ST NW SUITE 100WASHINGTONDC20009PCPROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH CAMPAIGN$125,000
ENVIRONMENTAL WORKING GROUP
1436 U ST NW SUITE 100WASHINGTONDC20009PCPROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH CAMPAIGN$125,000
EVKIDS
PO BOX 220502DORCHESTERMA02122PCGENERAL SUPPORT$100,000
FIRST PARISH BROOKLINE
24 FARNSWORTH STBOSTONMA02210PCGENERAL SUPPORT$10,000
FLORIDA RISING TOGETHER
10800 BISCAYNE BOULEVARD SUITE 1050MIAMIFL33161PCGENERAL SUPPORT$135,000
GEORGIA MUSLIM VOTER PROJECT
5680 OAKBROOK PARKWAY SUITE 145NORCROSSGA30093PCGENERAL SUPPORT$125,000
GREATER LOWELL COMMUNITY FOUNDATION
100 MERRIMACK STREET SUITE 202LOWELLMA01852PCPROJECT SUPPORT FOR MOSIAC LOWELL$50,000
GREEN GUERILLAS INC
925 BERGEN STREET UNIT 206BROOKLYNNY11238PCPROJECT SUPPORT FOR YOUTH EMPOWERMENT PIPELINE$25,000
GREENROOTS
227 MARGINAL ST SUITE 1CHELSEAMA02150PCGENERAL SUPPORT$20,000
GROUNDSWELL
PO BOX 71642OAKLANDCA94612PCPROJECT SUPPORT FOR THE LIBERATION FUND$30,000
GROUNDWORK LAWRENCE INC
90 HATCH STNEW BEDFORDMA02745PCPROJECT SUPPORT FOR GROUNDWORK SOUTHCOAST$25,000
GROW DAT YOUTH FARM
1 PALM DRNRE ORLEANSLA70124PCPROJECT SUPPORT FOR YOUTH PROGRAM$28,000
GROWING HOPE INC
922 W MICHIGAN AVEYPSILANTIMI48197PCPROJECT SUPPORT FO TEEN LEADERSHIP PROGRAM$25,000
HABITABLE
4911 7TH STREET NWWASHINGTONDC20011PCPROJECT SUPPORT FOR CHILDREN'S ENVIRONMENTAL HEALTH$125,000
HEALTHY BUILDING NETWORK
1710 CONNECTICUT AVENUE NW 4THWASHINGTONDC20009PCPROJECT SUPPORT FOR THE HOME FREE PROJECT$125,000FLOOR
HOME ENERGY EFFICIENCY TEAM
21 ACORN STREETCAMBRIDGEMA02139PCGENERAL SUPPORT$25,000
HOME ENERGY EFFICIENCY TEAM
21 ACORN STREETCAMBRIDGEMA02139PCPROJECT SUPPORT FOR COMMUNITY OUTREACH$20,000
IMMIGRANT FAMILY SERVICES INSTITUTE
5 JALLEISON STREETHYDE PARKMA02136PCGENERAL SUPPORT$10,000
IMMIGRANT FAMILY SERVICES INSTITUTE
5 JALLEISON STREETHYDE PARKMA02136PCGENERAL SUPPORT$5,000
INDIAN COUNTRY TODAY
PO BOX 929PHOENIXAZ85001PCGENERAL SUPPORT$7,000
INTERTRIBAL AGRICULTURE COUNCIL
100 NORTH 27TH STREET SUITE 500BILLINGSMT59101PCPROJECT SUPPORT OF THE REGENERATIVE GRAZING INIATIATIVE$150,000
JONES VALLEY TEACHING FARM
701 25TH STREET NORTHBIRMINGHAMAL35203PCPROJECT SUPPORT FOR YOUTH PROGRAM$10,000
LA COLABORATIVA
318 BROADWAYCHELSEAMA02150PCGENERAL SUPPORT$15,000
LAND STEWARDSHIP PROJECT
821 EAST 35TH STREET SUITE 200MINNEAPOLISMN55407PCPROJECT SUPPORT FOR PROMOTING REGENERATIVE GRAZING AS PART OF THE BRIDGE TO SOIL HEALTH PROGRAM$125,000
LENAPE NATIVE AMERICAN FOUNDATION
5100 TUXEDO BLVDBARTLESVILLEOK74006PCPROJECT SUPPORT FOR SCHOLARSHIP FUND$100,000
MAINE FARMLAND TRUST
97 MAIN STREETBELFASTME04915PCGENERAL SUPPORT$50,000
MARTHA'S VINEYARD MUSEUM
PO BOX 1310EDGARTOWNMA02539PCGENERAL SUPPORT$3,000
MARY MITCHELL FAMILY & YOUTH CENTER INC
2007 MAPES AVEBRONXNY10460PCPROJECT SUPPORT FOR FOOD JUSTICE CLUB$25,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCPROJECT SUPPORT FOR DYNAMIT$2,500
NAAEE
1725 DESALES 401 NWWASHINGTONDC20036PCPROJECT SUPPORT FOR ESTABLISHMENT OF CEE CHANGE FELLOWSHIP$80,000
NA'AH ILLAHEE FUND
PO BOX 17844SEATTLEWA98127PCPROJECT SUPPORT FOR CAPACITY BUILDING & REGRANTING PROGRAMS$50,000
NA'AH ILLAHEE FUND
PO BOX 17844SEATTLEWA98127PCPROJECT SUPPORT FOR YOUTH PROGRAMS$50,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014PCPROJECT SUPPORT FOR THE AUDUBON CONSERVATION RANCHING PROGRAM$125,000
NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND
15 COURT SQUARE SUITE 345BOSTONMA02108PCPROJECT SUPPORT FOR ENVIRONMENTAL AND CLIMATE JUSTICE WORK$22,000
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCPROJECT SUPPORT FOR THE YOUTH ENGAGEMENT FUND$50,000
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCPROJECT SUPPORT FOR THE CYPRESS FUND$100,000
NEW ENGLAND CONSERVATORY
290 HUNTINGTON AVEBOSTONMA02115PCGENERAL SUPPORT$3,000
NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND
PO BOX 611NEWMARKETNH03857PCPROJECT SUPPORT FOR INDIGENOUS REGRANTING IN NEW ENGLAND$55,000
NEW URBAN ARTS
10 DAVOL SQPROVIDENCERI02903PCPROJECT SUPPORT FOR MOVEMENT EDUCATION OUTDOORS WEST END RAICES YOUTH LEADERSHIP GARDEN$25,000
NORRIS SQUARE NEIGHBORHOOD PROJECT
2141 NORTH HOWARD STREETPHILADELPHIAPA19122PCPROJECT SUPPORT YOUTH LEADERSHIP PROGRAMS$3,000
PIIKANI LODGE HEALTH INSTITUTE
PO BOX 850 GOVERNMENT SQUAREBROWNINGMT59417PCPROJECT SUPPORT OF THE BLACKFEET NATION REGENERATIVE GRAZING INITIATIVE$130,000
POLLY HILL ARBORETUM
PO BOX 561 809 STATE ROADWEST TISBURYMA02575PCGENERAL SUPPORT$40,000
PRACTICAL FARMERS OF IOWA
1615 GOLDEN ASPEN DRIVESUITE 101AMESIA50010PCPROJECT SUPPORT FOR PROMOTING REGENERATIVE GRAZING$175,000
PRESIDENT AND FELLOWS HARVARD COLLEGE
241 PERKINS ST UNIT J601JAMAICA PLAINMA02130PCPROJECT SUPPORT FOR ARNOLD ARBORETUM'S YOUNG SCIENTIST PROGRAM$31,000
QUIVIRA COALITION
1413 SECOND ST STE 1SANTE FENM87505PCPROJECT SUPPORT FOR NEW AGRARIAN APPRENTICESHIP PROGRAM IN NORTHERN PLAINS$120,000
RESILIENT SISTERHOOD PROJECT
263 HUNTINGTON AVENUE SUITE 302BOSTONMA02115PCGENERAL SUPPORT$60,000
RIVERZEDGE ARTS
196 SECOND AVENUEWOONSOCKETRI02895PCGENERAL SUPPORT$25,000
SAGE FOUNDATION
9299 HWY 24 SUITE 132FORT YATESND58538PCPROJECT SUPPORT FOR THE STANDING ROCK WIND FARM AND OTHER RENEWABLE ENERGY PROJECTS$50,000
SASSAFRAS EARTH EDUCATION
5 CHURCH STAQUINNAHMA02535PCGENERAL SUPPORT$20,000
SEED COMMONS
116 NASSAU ST SUITE 513NEW YORKNY10038PCGENERAL SUPPORT$30,000
SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION
8 MULBERRY RDSELMAAL36703PCPROJECT SUPPORT FOR THE LOCAL FARM COOPERATIVE$3,000
SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC
PO BOX 4569ARCATACA95518PCGENERAL SUPPORT$40,000
SHERIFFS MEADOW FOUNDATION
PO BOX 1088VINEYARD HAVENMA02568PCGENERAL SUPPORT$20,000
SILENT SPRING INSTITUTE
320 NEVADA STREET SUITE 302NEWTONMA02460PCGENERAL SUPPORT$30,000
SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC FOR BUILDING EQUITY AND ALIGNMENT
23532 CALABASAS ROAD SUITE ACALABASASCA91302PCPROJECT SUPPORT FOR THE BUILDING EQUITY AND ALIGNMENT FOR IMPACT FUND$60,000
SOCIETY FOR CONSERVATION BIOLOGY
1133 15TH STREET NW SUITE 300WASHINGTONDC20005PCPROJECT SUPPORT FOR SMITH FELLOWS PROGRAM$247,430
SOCIETY FOR CONSERVATION BIOLOGY
1133 15TH STREET NW SUITE 300WASHINGTONDC20005PCPROJECT SUPPORT FOR SMITH FELLOWS PROGRAM$1,664,075
SOUL FIRE FARM
1972 NY-2PETERSBURGNY12138PCGENERAL SUPPORT$15,000
SOUTHERN VISION ALLIANCE FOR MUSLIM WOMEN
PO BOX 51698DURHAMNC27717PCPROJECT SUPPORT FOR MUSLIM WOMEN$60,000
SOUTHWEST ORGANIZING PROJECT
211 10TH ST SWALBUQUERQUENM87102PCGENERAL SUPPORT$100,000
SPEAK FOR THE TREES BOSTON
49 OLIVER STREETWATERTOWNMA02472PCGENERAL SUPPORT$60,000
SPIRIT OF THE SUN
1400 N WILLIAMS ST 204DENVERCO80218PCPROJECT SUPPORT FOR YOUTH PROGRAMS$20,000
TANKA FUND
287 WATER TOWER ROADKYLESD57752PCGENERAL SUPPORT$30,000
TEXAS ORGANIZING PROJECT EDUCATION FUND
PO BOX 120296SAN ANTONIOTX78212PCGENERAL SUPPORT$100,000
THE CENTER FOR BLACK WOMANS WELLNESS
477 WINDSOR ST SW RM 309ATLANTAGA30312PCPROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH CAMPAIGN$125,000
THE NATURE CONSERVANCY
99 BEDFORD STREETBOSTONMA02111PCPROJECT SUPPORT FOR WORK ON MARTHA'S VINEYARD$3,000
THE PRAXIS PROJECT
548 MARKET STREET PMB 87527SAN FRANCISCOCA94104PCPROJECT SUPPORT FOR ROOTED IN COMMUNITY$20,000
TNSE
PO BOX 90774SPRINGFIELDMA01139PCPROJECT SUPPORT FOR GARDENING THE COMMUNITY$25,000
UNIVERSITY OF ARKANSAS FOUNDATION INC
535 W RESEARCH CENTER BLVD STE 120FAYETTEVILLEAR72701PCPROJECT SUPPORT FOR THE INDIGENOUS FOOD & AGRICULTURE INITIATIVE$80,000
URBAN FARMING INSTITUTE
34 LINWOOD STREETROXBURYMA02119PCGENERAL SUPPORT$25,000
URBAN FARMING INSTITUTE
34 LINWOOD STREETROXBURYMA02119PCPROJECT SUPPORT FOR THE CAPITAL CAMPAIGN$50,000
URBANITY DANCE
725 HARRISON AVE 100BOSTONMA02118PCGENERAL SUPPORT$5,000
VINEYARD CONSERVATION SOCIETY
PO BOX 2189 VINEYARD HAVEN MA 02568VINEYARD HAVENMA02568PCGENERAL SUPPORT$75,000
WEST TISBURY LIBRARY FOUNDATION
PO BOX 1238WEST TISBURYMA02575PCGENERAL SUPPORT$3,000
WESTERN SUSTAINABILITY EXCHANGE
PO BOX 1448LIVINGSTONMT59047PCPROJECT SUPPORT FOR ADVANCING REGENERATIVE GRAZING IN MONTANA$90,000
WOLFE'S NECK FARM FOUNDATION
184 BURNETT RDFREEPORTME04032PCGENERAL SUPPORT$125,000
WOMEN ENGAGED
1530 DEKALB AVE NE STE AATLANTAGA30307PCGENERAL SUPPORT$100,000
WOMEN WITH A VISION
1001 S BROAD STREET SUITE 206NEW ORLEANSLA70125PCGENERAL SUPPORT$100,000
WOMEN'S VOICES FOR THE EARTH
PO BOX 8743MISSOULAMT05980PCGENERAL SUPPORT$125,000
WOODS HOLE OCEANOGRAPHIC INSITUTION
266 WOODS HOLE ROAD MS 15WOODS HOLEMA02543PCPROJECT SUPPORT FOR OCEAN STEAM POWERED WOMEN FELLOWSHIP$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,205,505TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANCEMENT PROJECT EDUCATION FUND
1220 L STREET NW SUITE 850WASHINGTONDC20005PCGENERAL SUPPORT$150,000
ALASKA COMMUNITY ACTION ON TOXINS
505 WEST NORTHERN LIGHTS SUITE 205ANCHORAGEAK99503PCGENERAL SUPPORT$250,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K STREET NWWASHINGTONDC20006PCGENERAL SUPPORT$30,000
BEACON HOUSE COMMUNITY MINISTRY INC
601 EDGEWOOD STREET NE SUITE 15WASHINGTONDC20017PCGENERAL SUPPORT$10,000
BELOVED COMMUNITY CENTER OF GREENSBORO
PO BOX 875GREENSBORONC27402PCGENERAL SUPPORT$100,000
BLACKFEET COMMUNITY COLLEGE
PO BOX 819BROWNINGMT59417PCPROJECT SUPPORT FOR THE NATIVE SCIENCE FIELD CENTER'S ENVIRONMENTAL STEWARDSHIP PROGRAM$20,000
BRAVER ANGELS
733 THIRD AVENUE FLOOR 16NEW YORKNY10017PCGENERAL SUPPORT$100,000
BREAKTHROUGH GREATER BOSTON
PO BOX 381486CAMBRIDGEMA02238PCPROJECT SUPPORT FOR STUDENT SUCCESS PROGRAMMING$30,000
CENTER FOR CIVIC POLICY
PO BOX 27616ALBUQUERQUENM87102PCPROJECT SUPPORT FOR THE NEW MEXICO DREAM TEAM$150,000
CENTER FOR CIVIC POLICY
PO BOX 27616ALBUQUERQUENM87102PCGENERAL SUPPORT$150,000
CENTER FOR ENVIRONMENTAL HEALTH
2201 BROADWAY SUITE 302OAKLANDCA94612PCPROJECT SUPPORT FOR CHILDREN'S ENVIRONMENTAL HEALTH$250,000
CHINESE PROGRESSIVE ASSOCIATION
1080 BERGEN STREET STE 219BROOKLYNNY11216PCPROJECT SUPPORT FOR BLACK FUTURE LABS$150,000
CITY BLOSSOMS
516 KENNEDY ST NWWASHINGTONDC20011PCGENERAL SUPPORT$90,000
CIVIL EATS
502 E COTATI AVE UNIT 7014COTATICA94931PCGENERAL SUPPORT$6,000
COLORADO PLATEAU FOUNDATION
113 E BIRCH AVEFLAGSTAFFAZ86001PCGENERAL SUPPORT$100,000
COMING CLEAN
28 VERNON STREET SUITE 434BRATTLEBOROVT05301PCGENERAL SUPPORT$250,000
COMITE DE APOYO A LOS TRABAJADORES AGRICOLAS INC
4 DELSEA DR SGLASSBORONJ08028PCPROJECT SUPPORT FOR PROFESSIONAL DEVELOPMENT OR CAPACITY BUILDING WITHIN YOUTH FOOD JUSTICE INTERNSHIP PROGRAM$25,000
CONSERVATORY LAB CHARTER SCHOOL FOUNDATION
2120 DORCHESTER AVENUEDORCHESTERMA02124PCPROJECT SUPPORT FOR ENVIRONMENTAL SCIENCE TEACHERS$160,000
DEFEND OUR HEALTH
565 CONGRESS STREETPORTLANDMA04101PCGENERAL SUPPORT$250,000
DETROIT FOOD ACADEMY
4444 SECOND AVENUEDETROITMI48201PCPROJECT SUPPORT FOR PROFESSIONAL DEVELOPMENT OR CAPACITY BUILDING WITHIN ADVANCED AFTER SCHOOL LEADERSHIP PROGRAM$25,000
EARTHFORCE
PO BOX 1228DENVERCO80201PCGENERAL SUPPORT$200,000
ENVIRONMENTAL WORKING GROUP
1436 U ST NW SUITE 100WASHINGTONDC20009PCPROJECT SUPPORT FOR THE CHILDREN'S ENVIRONMENTAL HEALTH CAMPAIGN$250,000
EVKIDS
PO BOX 220502DORCHESTERMA02122PCGENERAL SUPPORT$100,000
FLORIDA RISING TOGETHER
10800 BISCAYNE BOULEVARD SUITE 1050MIAMIFL33161PCGENERAL SUPPORT$135,000
GEORGIA MUSLIM VOTER PROJECT
5680 OAKBROOK PARKWAY SUITE 145NORCROSSGA30093PCGENERAL SUPPORT$125,000
GREATER LOWELL COMMUNITY FOUNDATION
100 MERRIMACK STREET SUITE 202LOWELLMA01852PCPROJECT SUPPORT FOR MOSIAC LOWELL$100,000
GREEN GUERILLAS INC
925 BERGEN STREET UNIT 206BROOKLYNNY11238PCPROJECT SUPPORT FOR YOUTH EMPOWERMENT PIPELINE$25,000
GROUNDWORK LAWRENCE INC
90 HATCH STNEW BEDFORDMA02745PCPROJECT SUPPORT FOR GROUNDWORK SOUTHCOAST$25,000
GROWING HOPE INC
922 W MICHIGAN AVEYPSILANTIMI48197PCPROJECT SUPPORT FO TEEN LEADERSHIP PROGRAM$25,000
HABITABLE
4911 7TH STREET NWWASHINGTONDC20011PCPROJECT SUPPORT FOR CHILDREN'S ENVIRONMENTAL HEALTH$250,000
IMMIGRANT FAMILY SERVICES INSTITUTE
5 JALLEISON STREETHYDE PARKMA02136PCGENERAL SUPPORT$15,000
INDIAN COUNTRY TODAY
PO BOX 929PHOENIXAZ85001PCGENERAL SUPPORT$7,000
MARY MITCHELL FAMILY & YOUTH CENTER INC
2007 MAPES AVEBRONXNY10460PCPROJECT SUPPORT FOR FOOD JUSTICE CLUB$25,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCPROJECT SUPPORT FOR DYNAMIT$30,000
NAAEE
1725 DESALES 401 NWWASHINGTONDC20036PCPROJECT SUPPORT FOR ESTABLISHMENT OF CEE CHANGE FELLOWSHIP$147,707
NA'AH ILLAHEE FUND
PO BOX 17844SEATTLEWA98127PCPROJECT SUPPORT FOR CAPACITY BUILDING & REGRANTING PROGRAMS$50,000
NA'AH ILLAHEE FUND
PO BOX 17844SEATTLEWA98127PCPROJECT SUPPORT FOR YOUTH PROGRAMS$100,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014PCPROJECT SUPPORT FOR THE AUDUBON CONSERVATION RANCHING PROGRAM$250,000
NAVA EDUCATION PROJECT
PO BOX 35698ALBUQUERQUENM87176PCGENERAL SUPPORT$80,000
NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND
15 COURT SQUARE SUITE 345BOSTONMA02108PCPROJECT SUPPORT FOR ENVIRONMENTAL AND CLIMATE JUSTICE WORK$22,000
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCPROJECT SUPPORT FOR THE YOUTH ENGAGEMENT FUND$50,000
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCPROJECT SUPPORT FOR THE CYPRESS FUND$100,000
NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND
PO BOX 611NEWMARKETNH03857PCPROJECT SUPPORT FOR INDIGENOUS REGRANTING IN NEW ENGLAND$55,000
NEW URBAN ARTS
10 DAVOL SQPROVIDENCERI02903PCPROJECT SUPPORT FOR MOVEMENT EDUCATION OUTDOORS WEST END RAICES YOUTH LEADERSHIP GARDEN$25,000
POLLY HILL ARBORETUM
PO BOX 561 809 STATE ROADWEST TISBURYMA02575PCGENERAL SUPPORT$40,000
PRACTICAL FARMERS OF IOWA
1615 GOLDEN ASPEN DRIVESUITE 101AMESIA50010PCPROJECT SUPPORT FOR PROMOTING REGENERATIVE GRAZING$350,000
PRESIDENT AND FELLOWS HARVARD COLLEGE
241 PERKINS ST UNIT J601JAMAICA PLAINMA02130PCPROJECT SUPPORT FOR ARNOLD ARBORETUM'S YOUNG SCIENTIST PROGRAM$31,000
QUIVIRA COALITION
1413 SECOND ST STE 1SANTE FENM87505PCPROJECT SUPPORT FOR NEW AGRARIAN APPRENTICESHIP PROGRAM IN NORTHERN PLAINS$240,000
REGENERATIVE AGRICULTURE FOUNDATION
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCPROJECT SUPPORT FOR THE HERD FELLOWS SCHOLARSHIP FUND$15,000
RESILIENT SISTERHOOD PROJECT
263 HUNTINGTON AVENUE SUITE 302BOSTONMA02115PCGENERAL SUPPORT$60,000
RIVERZEDGE ARTS
196 SECOND AVENUEWOONSOCKETRI02895PCGENERAL SUPPORT$25,000
SAGE FOUNDATION
9299 HWY 24 SUITE 132FORT YATESND58538PCPROJECT SUPPORT FOR THE STANDING ROCK WIND FARM AND OTHER RENEWABLE ENERGY PROJECTS$100,000
SASSAFRAS EARTH EDUCATION
5 CHURCH STAQUINNAHMA02535PCGENERAL SUPPORT$20,000
SHERIFFS MEADOW FOUNDATION
PO BOX 1088VINEYARD HAVENMA02568PCGENERAL SUPPORT$20,000
SOCIETY FOR CONSERVATION BIOLOGY
1133 15TH STREET NW SUITE 300WASHINGTONDC20005PCPROJECT SUPPORT FOR SMITH FELLOWS PROGRAM$1,134,265
SOCIETY FOR CONSERVATION BIOLOGY
1133 15TH STREET NW SUITE 300WASHINGTONDC20005PCPROJECT SUPPORT FOR SMITH FELLOWS PROGRAM$969,084
SOUL FIRE FARM
1972 NY-2PETERSBURGNY12138PCGENERAL SUPPORT$6,379,551
SOUTHERN VISION ALLIANCE FOR MUSLIM WOMEN
PO BOX 51698DURHAMNC27717PCPROJECT SUPPORT FOR MUSLIM WOMEN$60,000
SPEAK FOR THE TREES BOSTON
49 OLIVER STREETWATERTOWNMA02472PCGENERAL SUPPORT$60,000
SPIRIT OF THE SUN
1400 N WILLIAMS ST 204DENVERCO80218PCPROJECT SUPPORT FOR YOUTH PROGRAMS$20,000
TANKA FUND
287 WATER TOWER ROADKYLESD57752PCGENERAL SUPPORT$30,000
TEXAS ORGANIZING PROJECT EDUCATION FUND
PO BOX 120296SAN ANTONIOTX78212PCGENERAL SUPPORT$100,000
TNSE
PO BOX 90774SPRINGFIELDMA01139PCPROJECT SUPPORT FOR GARDENING THE COMMUNITY$36,000
URBAN FARMING INSTITUTE
34 LINWOOD STREETROXBURYMA02119PCGENERAL SUPPORT$50,000
WESTERN SUSTAINABILITY EXCHANGE
PO BOX 1448LIVINGSTONMT59047PCPROJECT SUPPORT FOR ADVANCING REGENERATIVE GRAZING IN MONTANA$180,000
WOMEN ENGAGED
1530 DEKALB AVE NE STE AATLANTAGA30307PCGENERAL SUPPORT$100,000
WOMEN WITH A VISION
1001 S BROAD STREET SUITE 206NEW ORLEANSLA70125PCGENERAL SUPPORT$100,000
WOODS HOLE OCEANOGRAPHIC INSITUTION
266 WOODS HOLE ROAD MS 15WOODS HOLEMA02543PCPROJECT SUPPORT FOR OCEAN STEAM POWERED WOMEN FELLOWSHIP$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$14,677,607TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,119ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$18,320UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,318,285ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,083,500ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$18,320UnrelatedBusinessTaxblIncmAmt
Exclusion$8,448,904ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,467,224TotalIncomeProducingActyAmt

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$44,155Amt
Net Investment Income$5,740NetInvestmentIncomeAmt
Disbursements Charitable Prps$38,415DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALTERNATIVE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 HUNT STREET SUITE 441AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48207ZIPCd
FieldValueIRS element (for citing)
Grant2023-12-15GrantDt
Grant$3,000,000GrantAmt
Purpose Of GrantPROJECT SUPPORT FOR ACTIVITIES WITHIN THE HISTORIC PRACTICES OF CEDAR TREE FOUNDATION, INCLUDING INITIATIVES PRIMARILY FOCUSED ON THE ENVIRONMENT.PurposeOfGrantTxt
Expended By Grantee$0ExpendedByGranteeAmt
Any Diversion By GranteeCEDAR TREE FOUNDATION HAS NO KNOWLEDGE OF ANY DIVERSION.AnyDiversionByGranteeTxt
Dates Of Reports By GranteeTHE GRANTEE'S ANNUAL REPORT WAS SUBMITTED ON JANUARY 15, 2025DatesOfReportsByGranteeTxt
Results Of VerificationVERIFICATION WILL OCCUR AS DEEMED NECESSARY.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EAGLE CAPITAL MANAGEMENT$13,832,913$13,832,913
GRANITE$14,472,912$14,472,912
WALDEN CAPITAL$5,735,898$5,735,898
GENERATION$14,472,427$14,472,427
RIVERBRIDGE ADVISORS$5,787,531$5,787,531
PAX GLOBAL ENVIRONMENT MARKETS FUND$5,600,134$5,600,134
HARDING LOVE$5,155,383$5,155,383
GLACIER$68$68

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CASH EQUIVALENTSFMV$3,082,410$3,082,410
REAL ESTATE INVESTMENT TRUSTFMV$247,547$247,547
INV. PARTNERSHIP - CLEANTECH FUND OF FUNDSFMV$357,898$357,898
LOW DURATION/HIGH CREDIT PORTFOLIO - BRECKINRIDGE ADVISORSFMV$14,814,586$14,814,586

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$15,056LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,056DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$29,640$29,640$29,640
INVESTMENT INCOME RECEIVABLE$121,565$122,813$122,813
RIGHT-OF-USE ASSET$231,962$68,743$68,743

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$292,857$202,107$90,750
BOARD EXPENSE$99,939$12,992$86,947
INSURANCE$20,871$2,713$18,158
FELLOW PROGRAM EXPENSE$52,646$0$52,646
OFFICE EXPENSE$40,936$662$40,274
FOREIGN TAXES$27,978$27,978$0
STATE FILING FEE$6,416$0$6,416
ACCRUAL TO CASH ADJUSTMENT$0$0-$188,724

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$2,022,985Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
BOY Book Value$256,834BOYBookValueAmt
EOY Book Value$76,440EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEES - ALL ACCOUNTSCategoryTxt
Amt$416,290Amt
Net Investment Income$416,290NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$98,989$0$0
PAYROLL TAXES$38,887$4,980$33,907

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