PORTICUS NORTH AMERICA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PORTICUS NORTH AMERICA FOUNDATION (EIN 13-3005012)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349106232
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:59:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRODSKY CAPORRINO & KAUFMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 JERICHO QUADRANGLE SUITE 110 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 | 133005012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PORTICUS NORTH AMERICA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A THE HUMANITAS FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE PORTICUS NORTH AMERICA | InCareOfNm |
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 2127043100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 6th ave 1501 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN HAYES | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2127042300 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY GRACI CPA | PreparerPersonNm |
| PTIN | P00637270 | PTIN |
| Phone | 5168295559 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,124,336 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $431,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $431,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $772,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $772,612 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $772,612 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,064,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,064,443 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,268,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,268,909 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $121,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,575 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $204,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189,691 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $326,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,291,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,617,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,306,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $651,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,058,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,899 | CashBOYAmt |
| Cash EOY | $2,449 | CashEOYAmt |
| Cash EOYFMV | $2,449 | CashEOYFMVAmt |
| Other Investments BOY | $26,575,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,281,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,281,070 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,679,470 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,840,817 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,840,817 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,360,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,124,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,124,336 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $30,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,360,355 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,094,336 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,360,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,094,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,360,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,124,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,360,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $651,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,082,789 | OtherIncreasesAmt |
| Subtotal | $33,094,541 | SubtotalAmt |
| Other Decreases | $205 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,094,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| THROUGH CATHOLIC ENDOWMENT FUND, LP | $521,349 | $521,349 | $521,349 |
| THROUGH CATHOLIC ENDOWMENT FUND, LP | $251,263 | $251,263 | $251,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $772,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,615 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,615 | SubtotalAmt |
| Tax Based On Investment Income | $28,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $94,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $763 | EsPenaltyAmt |
| Overpayment | $65,022 | OverpaymentAmt |
| Applied To ES Tax | $65,022 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | NY | 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 |
| Website Address | porticus.com/en/our-regions/north-america | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PORTICUS NORTH AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127042300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 6TH AVE 1501 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT KUSHEN | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | PRESIDENT | 0 | $0 | $0 | $0 |
| BRIAN HAYES | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| DAISY A VAZQUEZ | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | VICE PRESIDENT & SECRETARY | 0 | $0 | $0 | $0 |
| JEAN-LOUIS BRENNINKMEIJER | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | DIRECTOR | 0 | $0 | $0 | $0 |
| BERNARD BRENNINKMEIJER | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARK BRENNINKMEIJER | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | DIRECTOR | 0 | $0 | $0 | $0 |
| COLEEN A WALDRON | ||||||||
| 1001 6th ave 1501 | NEW YORK | NY | 10018 | VICE PRESIDENT & TREASURER | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS, GRANTS AND PROGRAM-RELATED INVESTMENTS. THE FOUNDATION DOES NOT | Description1Txt |
| Description2 | CONDUCT ANY DIRECT CHARITABLE ACTIVITIES HENCE THERE ARE NO EXPENSES IN CONNECTION WITH DIRECT CHARITABLE ACTIVITIES. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,860,277 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,191,544 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,191,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $422,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,768,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,388,434 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,388,434 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,615 | TotalTaxAmt |
| Distributable Before Adj | $1,359,819 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,359,819 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,359,819 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,306,012 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,306,012 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,359,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,749 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $970,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,076,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,598 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,275,959 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,306,012 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,306,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,807 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,807 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,222,152 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,222,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $942,246 | ExcessFromYear4Amt |
| Excess From Year2 | $1,076,308 | ExcessFromYear2Amt |
| Excess From Year1 | $203,598 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FADICA | ||||||
| PO BOX 33667 | WASHINGTON | DC | 20033 | N/A / NON-PROFIT | MEMBERSHIP DUES AND GENERAL SUPPORT. | $40,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | N/A / NON-PROFIT | NEW CHALLENGES AND OPPORTUNITIES: DEMOCRACY, BUILDING BRIDGES, YOUNG PEOPLE, AND THE SYNOD. | $300,000 |
| PACE | ||||||
| 611 PENNSYLVANIA AVENUE SOUTHEAST | WASHINGTON | DC | 20003 | N/A / NON-PROFIT | PACE MEMBERSHIP. | $5,000 |
| FUNDERS TOGETHER TO END HOMELESSNESS | ||||||
| 89 SOUTH STREET SUITE 803 | BOSTON | MA | 02111 | N/A / NON-PROFIT | MEMBERSHIP DUES AND GENERAL SUPPORT. | $1,000 |
| NATIONAL COUNCIL OF THE US SOCIETY OF ST VINCENT | ||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | N/A / NON-PROFIT | TRANSITION GRANT - ST VINCENT DE PAUL. | $100,000 |
| CONSTRUCTIVE DIALOGUE INSTITUTE | ||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10016 | N/A / NON-PROFIT | SUPPORTING A FAITH-BASED COHORT OF COLLEGES AND UNIVERSITIES TO IMPROVE DISCOURSE ON THEIR CAMPUSES. | $100,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | N/A / NON-PROFIT | TRUST FOR CIVIC LIFE: INVESTING IN LOCALLY LED CIVIC PROGRAMMING IN RURAL U.S. | $175,000 |
| THE NATIONAL LEADERSHIP ROUNTABLE ON CHURCH MGMT | ||||||
| 1775 I STREET NW SUITE 1150 | WASHINGTON | DC | 20017 | N/A / NON-PROFIT | CATHOLIC PARTNERSHIP SUMMIT. | $10,000 |
| COMMONWEAL FOUNDATION | ||||||
| 475 RIVERSIDE DRIVE ROOM 244 | NEW YORK | NY | 10115 | N/A / NON-PROFIT | FUTURE READERS AND WRITERS TABLE AT THE COMMONWEAL CENTENNIAL GALA DINNER. | $5,000 |
| NEW AMERICA FOUNDATION | ||||||
| 740 15TH STREET NORTHWEST | WASHINGTON | DC | 20005 | N/A / NON-PROFIT | GENERAL OPEERATING SUPPORT. | $50,000 |
| SALT LAKE CIVIL NETWORK INC | ||||||
| 1720 EAST MILLBROOK ROAD | SALT LAKE CITY | UT | 84106 | N/A / NON-PROFIT | YOUNIFY GENERAL OPERATING SUPPORT. | $50,000 |
| ISSUE ONE | ||||||
| 1401 K STREET NORTHWEST | WASHINGTON | DC | 20005 | N/A / NON-PROFIT | COUNCIL FOR RESPONSIBLE SOCIAL MEDIA. | $100,000 |
| CATHOLIC CHURCH EXTENSION SOCIETY OF THE US | ||||||
| 150 SOUTH WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60606 | N/A / NON-PROFIT | CULTIVATING RURAL FATIH COMMUNITIES AS COMMUNITY ANCHORS. | $100,000 |
| ONE AMERICA MOVEMENT | ||||||
| 4450 MITCHELLVILLE ROAD | BOWIE | MD | 20716 | N/A / NON-PROFIT | CATHOLIC FAITH LEADER OUTREACH. | $60,000 |
| MAKOCE AGRICULTURE DEVELOPMENT | ||||||
| PO BOX 163 | PORCUPINE | SD | 57772 | N/A / NON-PROFIT | CORE ORGANIZATIONAL SUPPORT. | $35,000 |
| SOUTH DAKOTA EDUCATION EQUITY COALITION | ||||||
| PO BOX 557 | BLACKHAWK | SD | 57718 | N/A / NON-PROFIT | CREATING DIVERSE, EQUITABLE, AND INCLUSIVE LEARNING ENVIORNMENTS FOR INDIGENOUS STUDENTS IN SOUTH DAKOTA. | $35,000 |
| RED CLOUD RENEWABLE | ||||||
| 1001 SOLAR WARRIOR ROAD | PINE RIDGE | SD | 57770 | N/A / NON-PROFIT | CORE OPERATIONAL SUPPORT. | $35,000 |
| ENDING CLERGY ABUSE (ECA) GLOBAL | ||||||
| 5017 3RD AVENUE | SEATTLE | WA | 98126 | N/A / NON-PROFIT | NURTURING GROWTH: A PATH TO HEALING. | $55,240 |
| RED CLOUD INDIAN SCHOOL INC | ||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | N/A / NON-PROFIT | MAHPIYA LUTA/RED CLOUD INDIAN SCHOOL CORE SUPPORT. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,291,240 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,854 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,064,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $772,612 | 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 | $2,268,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,268,909 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CATHOLIC ENDOWMENT FUND INVEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $29,281,070 | BookValueAmt |
| EOYFMV | $29,281,070 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN RECEIVABLE-AIC TECHNOLOGI | $2,105,779 | $2,232,126 | $2,232,126 |
| INV IN CARBON COLLECT LIMITED | $1,410,000 | $1,410,000 | $1,410,000 |
| INV IN OFF THE FENCE B.V. | $163,691 | $163,691 | $163,691 |
| DUE FROM CATHOLIC ENDOWMENT | $0 | $35,000 | $35,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/D PENALTIES | Desc |
| Amt | $205 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES AND PERMITS | $343 | $343 | |
| OTHER DEDUCTIONS THRU K-1 | $182,640 | $182,640 | |
| INVESTMENT INTEREST THRU K-1 | $7,051 | $7,051 | |
| TAX PREPARATION FEES | $9,840 | $9,840 | |
| LEGAL FEES | $4,306 | $4,306 | |
| INTEREST EXPENSE | $283 | $283 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO INCOME THRU K-1 | $937,856 | $937,856 |
| OTHER PORTFOLIO INCOME THRU K-1 | $240 | $240 |
| INTEREST INCOME ON LOAN RECEIVABLE - AIC | $126,347 | $126,347 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM CED, LP | Desc |
| Amt | $2,082,789 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID THRU K-1 | $20,575 | $20,575 |
| FEDERAL INCOME TAXES | $101,234 |