ELEANOR CROOK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELEANOR CROOK FOUNDATION (EIN 74-2857866)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202533079349101558
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T12:15:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | 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 | 742857866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR CROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEA | BusinessNameControlTxt |
| Phone | 2027732150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 N MITCHELL ST | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H MOORE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2027732150 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2025-10-27 | 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 | $83,307,909 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,960,993 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $898,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $898,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,635,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,817,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,617,570 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170,903 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $222,558 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,665,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,738,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $217,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,216,992 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $92,768 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,124,225 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $251,024 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,738 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $242,690 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $123,606 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $105,331 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $129,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $51,821 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $77,192 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,320,305 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $382,520 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,096,451 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $252,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,109 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $168,482 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $149,168 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $186,297 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,612 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $169,695 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $366,078 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $373,633 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,968 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,968 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $478,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $463,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,700,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $724,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,938,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,158,122 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,158,122 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,858,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $724,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,096,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,193,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,013,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,411,308 | CashBOYAmt |
| Cash EOY | $140,961 | CashEOYAmt |
| Cash EOYFMV | $140,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,180,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,409,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,409,610 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,167,301 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,064,883 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,167,301 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,167,301 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $56,367 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $71,836 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $71,836 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,872,037 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,072,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,072,791 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,479,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,776,714 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,776,714 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,469,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,027,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,027,504 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,796,568 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $205,355 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,657,721 | LandBOYAmt |
| Land EOY | $5,591,213 | LandEOYAmt |
| Land EOYFMV | $5,591,213 | LandEOYFMVAmt |
| Other Assets BOY | $6,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,979 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,979 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $82,198,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,307,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,307,909 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $506,053 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,182 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,110,097 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $3,616,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,182 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,581,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,174,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,582,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,175,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,198,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,307,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,582,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,193,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,786,389 | OtherIncreasesAmt |
| Subtotal | $83,175,727 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,175,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $16,406,523 | $13,035,429 | $3,371,094 | $3,371,094 |
| PUBLICLY TRADED SECURITIES | P | $4,375,876 | $4,392,841 | -$16,965 | -$16,965 |
| GAINS FROM PASSTHROUGH INVESTMENTS | P | $1,266,084 | $771,264 | $494,820 | $494,820 |
| CAPITAL GAINS DIVIDENDS | P | $768,621 | $768,621 | $768,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,617,570 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,375 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $78,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,875 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,957 | EsPenaltyAmt |
| Overpayment | $33,233 | OverpaymentAmt |
| Applied To ES Tax | $33,233 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | TX | 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.ELEANORCROOKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027732150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 N MITCHELL ST | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78666 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELEANOR CROOK | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | PRESIDENT (THRU 11/24)/PRES. EMERITA | 5.00 | $0 | $0 | $0 |
| WILLIAM H CROOK JR | ||||||||
| 3450 GATLIN CREEK ROAD | DRIPPING SPRINGS | TX | 78620 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARY ELIZABETH CROOOK | ||||||||
| 1510 W 24TH STREET | AUSTIN | TX | 78703 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NOEL CROOK MOORE | ||||||||
| 3385 CHARLIE GRISSOM | KITTRELL | NC | 27544 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM H MOORE | ||||||||
| 227 N MITCHELL ST | SAN MARCOS | TX | 78666 | PRESIDENT (FROM 11/24)/CEO | 35.00 | $217,750 | $16,092 | $3,675 |
| AMY CROOK KOWALSKI | ||||||||
| 3515 GATLIN CREEK ROAD | DRIPPING SPRINGS | TX | 78620 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY CERNAK | ||||||||
| 227 N MITCHELL | SAN MARCOS | TX | 78666 | MANAGING DIRECTOR | 35.00 | $242,750 | $17,848 | $1,310 |
| JACK CLIFT | ||||||||
| 227 N MITCHELL | SAN MARCOS | TX | 78666 | SR. DIRECTOR OF POLI | 40.00 | $198,500 | $17,914 | $1,618 |
| LESLY WEBER MCNITT | ||||||||
| 227 N MITCHELL | SAN MARCOS | TX | 78666 | SR. DIRECTOR US ADVO | 35.00 | $188,494 | $15,787 | $928 |
| NYEQUAI HARTE | ||||||||
| 227 N MITCHELL | SAN MARCOS | TX | 78666 | ASSOCIATE DIR., COMM | 40.00 | $186,711 | $14,285 | $263 |
| YASHODHARA RANA | ||||||||
| 227 N MITCHELL | SAN MARCOS | TX | 78666 | ASSOCIATE DIR., RESE | 40.00 | $175,166 | $5,313 | $2,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| SEEK DEVELOPMENT CONSULTANTS | |||||||||
| COTHENIUSSTABE 3 | BERLIN | GM | 10407 | CONSULTING | $983,665 | ||||
| VELOCITY GLOBAL LLC | |||||||||
| STAFFING SERVICES | $330,541 | 1701 PLATTE ST SUITE 210 | DENVER | CO | 80202 | ||||
| KYLE HOUSE GROUP | |||||||||
| CONSULTING | $279,500 | 1747 PENNSYLVANIA AVE NW SUITE 1150 | WASHINGTON | DC | 20006 | ||||
| LCG ASSOCIATES INC | |||||||||
| INVESTMENT MANAGEMENT | $184,331 | 400 GALLERIA PARKWAY SUITE 1800 | ATLANTA | GA | 30339 | ||||
| ZANDER WOOLLCOMBE CONSULTING LTD | |||||||||
| 3A PROSPERO RD | LONDON | UK | CONSULTING | $149,133 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 12 | 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 | $72,275,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,879,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,154,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,154,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,112,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,042,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,652,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,652,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,685 | TotalTaxAmt |
| Distributable Before Adj | $3,582,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $604,798 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,187,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,187,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,096,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,096,714 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,187,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,402,922 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,644,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,311,173 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,177,584 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,536,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,096,714 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,187,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,909,487 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,445,925 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,445,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,402,922 | ExcessFromYear4Amt |
| Excess From Year3 | $1,644,759 | ExcessFromYear3Amt |
| Excess From Year2 | $6,311,173 | ExcessFromYear2Amt |
| Excess From Year1 | $1,177,584 | ExcessFromYear1Amt |
| Excess From Current Year | $12,909,487 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELEANOR CROOK | ContributingManagerNm |
| Contributing Manager | WILLIAM H CROOK JR | ContributingManagerNm |
| Contributing Manager | MARY ELIZABETH CROOOK | ContributingManagerNm |
| Contributing Manager | NOEL CROOK MOORE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||||||||
| ONE WHITEHALL STREET 2ND FL | NEW YORK | NY | 10004 | NONE | PC | WEIGHT GAIN ANALYSIS;UGANDA WASTING REFORM;NEPAL WASTING PREVENTION; NEPAL ACUTE MALNUTRITION; CONTRE LA FAIM 2024: ACCELERATING UPTAKE OF NEW WASTING GUIDELINES | $794,558 | ||||||
| ACTION SANTE MONDIALE - GLOBAL HEALTH ADVOCATES | |||||||||||||
| NONE | NC | BUILDING MOMENTUM FOR NUTRITION AT THE N4G SUMMIT IN FRANCE; GHA NUTRITION 4 GROWTH SUMMIT | $245,617 | 176 RUE DU TEMPLE | PARIS | FR | 75003 | ||||||
| ALLIANCE TO END HUNGER | |||||||||||||
| 425 3RD ST SW 1200 | WASHINGTON | DC | 20024 | NONE | PC | HUNGER WASTING ADVOCACY 2024-2025 | $90,278 | ||||||
| ALLIANCE TO END MALNUTRITION AND HUNGER LIMITED (UK GBP) | |||||||||||||
| NONE | NC | GENERAL OPERATIONAL SUPPORT; UNITED AGAINST MALNUTRITION & HUNGER | $686,606 | 8 ST THOMAS STREET | LONDON | UK | SE1 9RS | ||||||
| BRITISH OVERSEAS NGOS FOR DEVELOPMENT - AID ALLIANCE | |||||||||||||
| NONE | NC | AID ALLIANCE ADVOCACY SUPPORT | $165,169 | 1 TRITON SQUARE | LONDON | UK | NW1 3DX | ||||||
| ASPEN INSTITUTE | |||||||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $375,000 | ||||||
| CENTER FOR GLOBAL DEVELOPMENT | |||||||||||||
| 2055 L STREET NW 5TH FL | WASHINGTON | DC | 20036 | NONE | PC | REFORM FOR NUTRITION SCALING | $224,657 | ||||||
| CLINTON HEALTH ACCESS INITIATIVE INC | |||||||||||||
| 383 DORCHESTER AVE STE 400 | BOSTON | MA | 02127 | NONE | PC | COTE D'IVOIRE SCOPING 2024; GLOBAL MALNUTRITION FINANCE REFORM 2024;GHANA 2023-2027; UGANDA MMS 2024-2025 | $1,614,349 | ||||||
| COALITION FOR GLOBAL PROSPERITY | |||||||||||||
| NONE | NC | GENERAL OPERATIONAL SUPPORT | $527,169 | 1 HORSE GUARDS AVE | LONDON | UK | SW1A 2HU | ||||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||||
| LOW MEMORIAL LIBRARY 535 W 116TH ST | NEW YORK | NY | 10027 | NONE | GOV | CLIMATE-SENSITIVE NUTRITION PROGRAMMING | $41,000 | ||||||
| CONCERN WORLDWIDE US INC | |||||||||||||
| 420 LEXINGTON AVE 2035 | NEW YORK | NY | 10170 | NONE | PC | NUTRITION ADVOCACY IN IRELAND | $50,000 | ||||||
| CONCORDIA SUMMIT INC | |||||||||||||
| 134 EAST 40TH ST 5TH FL | NEW YORK | NY | 10016 | NONE | PC | UN GENERAL ASSEMBLY 2024 PANEL | $55,000 | ||||||
| DEVEX | |||||||||||||
| 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | NC | NEPAL MMS STORYTELLING AND MMS EXPLAINER VIDEO | $122,500 | ||||||
| DIMAGI | |||||||||||||
| 585 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02139 | NONE | NC | KANGAROO MOTHER CARE SUPPORT | $250,000 | ||||||
| EDESIA NUTRITION | |||||||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PC | IFPRI PROMIS; U OF WASHINGTON WACH WASTING; NUTRITION ADVOCACY 2024-2025 | $190,000 | ||||||
| FOCUS 2030 | |||||||||||||
| NONE | NC | N4G ADVOCACY SUPPORT | $72,504 | 4 PL DE LA BOURSE | PARIS | FR | 75002 | ||||||
| HELEN KELLER INTERNATIONAL | |||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA FL 2 | NEW YORK | NY | 10017 | NONE | PC | SENEGAL CNDN N4G WORKSHOP;NEPAL MMS SUPPLY; COTE D'IVOIRE MMS ROADMAP; ADVOCACY; SCALING ACUTE MALNUTRITION MANAGEMENT SENEGAL; | $272,933 | ||||||
| INTERACTION | |||||||||||||
| 1400 16TH ST NW STE 210 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATIONS SUPPORT | $200,000 | ||||||
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | |||||||||||||
| 1200 POTOMAC ST NW | WASHINGTON | DC | 20007 | NONE | PC | USG CONGRESSIONAL CONSERVATION FIELD MISSIONS | $271,260 | ||||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | SCALING PROOF OF CONCEPT; UK ADVOCACY; | $346,840 | ||||||
| INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||||||||
| NONE | NC | ADVOCACY SUPPORT | $26,218 | FOURTH FLOOR 8 STOREYS GATE | LONDON | UK | SW1P 3AY | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | NONE | PC | NEPAL MMS MONITORING | $65,000 | ||||||
| LONDON SCHOOL OF HYGIENE AND TROPICAL MEDICINE | |||||||||||||
| NONE | NC | COMMUNITY MANAGEMENT OF AT-RISK MOTHERS AND INFANTS | $742,542 | KEPPEL STREET | LONDON | UK | WC1E 7HT | ||||||
| MAKERERE UNIVERSITY | |||||||||||||
| NONE | NC | WASTING REFORM SUPPORT | $50,000 | 7062 UNIVERSITY RD | KAMPALA | UG | |||||||
| MANA NUTRITION | |||||||||||||
| 189 SEABOARD RD | FITZGERALD | GA | 31750 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $250,000 | ||||||
| MICRONUTRIENT FORUM | |||||||||||||
| 1201 EYE ST NW 10TH FL | WASHINGTON | DC | 20005 | NONE | PC | MMS ACCEPTABILITY; CONFERENCE MMS PRESENTATION | $90,552 | ||||||
| NUTRITION INTERNATIONAL USA INC | |||||||||||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | COST-EFFETIVENESS ANALYSIS FOR MMS SCALE UP IN SENEGAL | $84,710 | ||||||
| PAN AMERICAN HEALTH SERVICE INC | |||||||||||||
| 2301 FM2280 | CLEBURNE | TX | 76031 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $25,000 | ||||||
| PARIS PEACE FORUM | |||||||||||||
| NONE | NC | FRENCH NUTRITION ADVOCACY SUPPORT | $80,534 | 41 AVE | PARIS | FR | 75008 | HOCHE | |||||
| RESULTS CANADA | |||||||||||||
| NONE | NC | NUTRITION ADVOCACY SUPPORT | $96,386 | 280 ALBERT ST STE 905 | ONTARIO | CA | K1P 5G8 | OTTAWA | |||||
| RESULTS EDUCATIONAL FUND INC | |||||||||||||
| 1101 15TH ST NW STE 1200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $150,000 | ||||||
| RISK POOL ALLIANCE | |||||||||||||
| NONE | NC | GENERAL OPERATIONAL SUPPORT | $88,000 | PO BOX 417 | LEYLAND | UK | PR25 9GT | ||||||
| ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | PC | POWER OF NUTRITION POWER 4 SCALING | $449,340 | ||||||
| SIGHT AND LIFE FOUNDATION | |||||||||||||
| NONE | NC | NEPAL MMS SUPPLY AND RWANDA MMS SCALING SUPPORT | $161,250 | WURMISWEG 576 | KAISERAUGST | SZ | 4303 | ||||||
| SOLTHIS | |||||||||||||
| NONE | NC | NUTRITION ADVOCACY SUPPORT IN FRANCE | $55,474 | 34 AVE JEAN JAURES | PARIS | FR | 75019 | ||||||
| STOPAIDS | |||||||||||||
| NONE | NC | UK MALNUTRITION ADVOCACY | $83,946 | 167-169 GREAT PORTLAND ST 5TH FL | LONDON | UK | W1W 5F | ||||||
| THE CANADIAN NETWORK FOR MATERNAL NEWBORN AND CHILD HEALTH | |||||||||||||
| NONE | NC | NUTRITION ADVOCACY SUPPORT | $75,000 | 266 CHARLOTTE STREET STE 435 | ONTARIO | CA | PETERBOROUGH | ||||||
| THE GLOBAL FOODBANKING NETWORK | |||||||||||||
| 70 E LAKE ST STE 1200 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| THE GLOBAL FUND FOR WOMEN INC | |||||||||||||
| 505 MONTGOMERY ST 11TH FL | SAN FRANCICCO | CA | 94111 | NONE | PC | MMS ADVOCACY SUPPORT | $350,000 | ||||||
| SICKKIDS - THE HOSPITAL FOR SICK CHILDREN | |||||||||||||
| NONE | NC | ROBERT BANDSMA FORMULATED MILK RESEARCH TRIAL SUPPORT | $96,086 | 170 ELIZABETH ST | TORONTO | CA | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| 1111 FRANKLIN ST 12TH FL | OAKLAND | CA | 94607 | NONE | GOV | SQ-LNS TASK FORCE SUPPORT | $47,329 | ||||||
| UNICEF FRANCE | |||||||||||||
| NONE | NC | FRENCH MALNUTRTION ADVOCACY | $135,604 | 3 RUE DUGUAY TROUIN | PARIS | FR | 75006 | ||||||
| UNITED NATIONS FOUNDATION INC | |||||||||||||
| 1750 PENNSYLVANIA AVE NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $259,275 | ||||||
| CENTER FOR US GLOBAL LEADERSHIP | |||||||||||||
| 1120 19TH ST NW 300 | WASHINGTON | DC | 20036 | NONE | PC | 2024 TRIBUTE CELEBRATION SPONSORSHIP | $20,000 | ||||||
| FOOD & FRIENDS INC | |||||||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PC | DONATION IN HONOR OF ANNE YEO | $5,000 | ||||||
| RESULTS UK | |||||||||||||
| NONE | NC | GENERAL OPERATIONAL SUPPORT | $65,436 | UNIT 141 CITIBASE LONDON MILLBANK | UK | SW1P 4QP | LONDON | TOWER | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,158,122 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $898,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,153 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,617,570 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| GAIN/LOSS ON FOEIGN CURRENCY EXCHANGE | 01 | $4,004 | ||
| INCOME FROM PASSTHROUGH INVESTMENTS | 14 | $229,283 | 523000 | -$62,384 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$44,231 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,748,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,704,660 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOOD VENTURES FOUNDATION | |||||||||||
| 1 | 182 HOWARD ST POB 225 | SAN FRANCISCO | CA | 94105 | $384,919 | Yes (X) | |||||
| NOEL CROOK AND RICHARD MOORE | |||||||||||
| 2 | 3385 CHARLIE GRISSOM | KITTRELL | NC | 27544 | $500,000 | Yes (X) | |||||
| ELEANOR CROOK | |||||||||||
| 3 | 227 N MITCHELL STREET | SAN MARCOS | TX | 78666 | $2,418,752 | Yes (X) | |||||
| AMY CROOK KOWALSKI AND THOMAS KOWALSKI | |||||||||||
| 4 | 3515 GATLIN CREEK ROAD | DRIPPING SPRINGS | TX | 78620 | $5,000 | Yes (X) | |||||
| WILLIAM CROOK AND CARYL CROOK | |||||||||||
| 5 | 3450 GATLIN CREEK ROAD | DRIPPING SPRINGS | TX | 78620 | $700,000 | Yes (X) | |||||
| ELIZABETH CROOK AND MARC LEWIS | |||||||||||
| 6 | 1510 WEST 24TH ST | AUSTIN | TX | 78703 | $700,000 | Yes (X) | |||||
| FONDATION JUMPSTART AMAEA | |||||||||||
| 7 | $100,000 | Yes (X) | C/O PFLX CONSULTING SARL RUE DU 31- | GENEVE | SZ | CH-1207 | |||||
| FAMILY LARSSON-ROSENQUIST FOUNDATION | |||||||||||
| 8 | $100,000 | Yes (X) | RHEINSTRASSE 1 8500 FRAUENFELD | FRAUENFELD | SZ | ||||||
| BUTT FAMILY FOUNDATION S&S | |||||||||||
| 9 | 4701 DREXEL DRIVE | DALLAS | TX | 75205 | $50,000 | Yes (X) | |||||
| CHARLES BUTT | |||||||||||
| 10 | 335 KING WILLIAM | SAN ANTONIO | TX | 78204 | $1,000,000 | Yes (X) | |||||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,418,752 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $129,553 | Amt |
| Net Investment Income | $51,821 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $77,192 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (18 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION SANTE MONDIALE - GLOBAL HEALTH ADVOCATES | |||||||||||||||
| 176 RUE DU TEMPLE | PARIS | FR | 75003 | 2024-01-09 | $245,617 | FRENCH MALNUTRITION ADVOCACY LEADING UP TO NUTRITION 4 GROWTH SUMMIT | $245,617 | NONE | 2/15/25 | 2025-02-15 | DOCUMENTATION WAS RECEIVED VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| ALLIANCE TO END MALNUTRITION AND HUNGER LIMITED (UK) | |||||||||||||||
| 8 ST THOMAS STREET | LONDON | UK | SE1 9RR | 2023-04-01 | $686,606 | UK MALNUTRITION ADVOCACY | $442,743 | NONE | 4/28/25 | 2025-04-28 | DOCUMENTATION WAS RECEIVED VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| DEVEX | |||||||||||||||
| 2024-01-09 | $50,000 | MMS EXPLAINER VIDEO | $0 | NONE | 9/2/25 | 2025-09-02 | THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | ||||
| DEVEX | |||||||||||||||
| 2024-08-01 | $145,000 | NEPAL MMS STORYTELLING; FIRST HALF OF GRANT DISBURSED IN 2024. | $7,455 | NONE | 12/4/24 | 2024-12-04 | THE FOUNDATION AGREED TO PROVIDE $145,000 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $72,500 WAS MADE IN 2024. THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. AS OF THE FILING OF THIS RETURN, ONLY A PORTION OF THE FUNDS PROVIDED WERE EXPENSED. DOCUMENTATION WAS RECEIVED VERIFYING GRANT FUNDS USED WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | ||||
| DIMAGI | |||||||||||||||
| 2024-08-01 | $500,000 | DIGITALLY-SUPPORTED MECHANISM TO SCALE EVIDENCE-BASED KMC INTERVENTION FOR SMALL AND VULNERABLE NEWBORNS; FIRST HALF OF GRANT DISBURSED IN 2024 | $0 | NONE | 3/25/25 | 2025-03-25 | THE FOUNDATION AGREED TO PROVIDE $500,000 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $250,000 WAS MADE IN 2024. THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | 585 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02139 | ||||
| FOCUS 2030 | |||||||||||||||
| 33 RUE DU MAIL | PARIS | FR | 75002 | 2024-10-07 | $145,000 | ADVOCACY SUPPORT IN FRANCE LEADING UP TO NUTRITION 4 GROWTH SUMMIT; FIRST HALF OF GRANT DISBURSED IN 2024 | $16,345 | NONE | 7/18/25 | 2025-07-15 | THE FOUNDATION AGREED TO PROVIDE $145,000 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $72,504 WAS MADE IN 2024. THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. AS OF THE FILING OF THIS RETURN, ONLY A PORTION OF THE FUNDS PROVIDED WERE EXPENSED. DOCUMENTATION WAS RECEIVED VERIFYING GRANT FUNDS USED WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||||||||||
| FOURTH FLOOR 8 STOREYS GATE | LONDON | UK | SW1P 3AY | 2024-07-26 | $26,218 | UK MALNUTRITION ADVOCACY | $0 | NONE | 9/11/25 | 2025-09-11 | THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | ||||
| PARIS PEACE FORUM | |||||||||||||||
| 164 RUE DE VAUGIRARD | PARIS | FR | 75015 | 2024-11-11 | $161,000 | FRANCE MALNUTRITION ADVOCACY; FIRST HALF OF GRANT DISBURSED IN 2024 | $0 | NONE | 4/30/25 | 2025-04-30 | THE FOUNDATION AGREED TO PROVIDE $161,000 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $80,534 WAS MADE IN 2024. THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WILL NOT USE THE FUNDS FOR THEIR INTENDED PURPOSE(S). | ||||
| RESULTS CANADA | |||||||||||||||
| 280 ALBERT ST STE 905 | OTTAWA | CA | K1P 5G8 | 2024-06-01 | $96,386 | CANADA MALNUTRITION ADVOCACY | $0 | NONE | 5/29/25 | 2025-05-29 | THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | ||||
| RISK POOL ALLIANCE | |||||||||||||||
| PO BOX 417 | LEYLAND | UK | PR25 9GT | 2024-11-15 | $88,000 | GENERAL OPERATIONAL SUPPORT | $0 | NONE | 9/22/25 | 2025-09-22 | THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | ||||
| SIGHT AND LIFE FOUNDATION | |||||||||||||||
| WURMISWEG 576 | KAISERAUGST | SZ | 4303 | 2024-02-01 | $86,250 | ASSESSMENT OF SUPPLY READINESS FOR TRANSITION FROM IFA TO MMS IN NEPAL | $86,250 | NONE | 1/31/25 | 2025-01-31 | DOCUMENTATION WAS RECEIVED VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| SIGHT AND LIFE FOUNDATION | |||||||||||||||
| WURMISWEG 576 | KAISERAUGST | SZ | 4303 | 2024-09-01 | $150,000 | MMS SCALE UP SUPPORT IN RWANDA; FIRST HALF OF GRANT DISBURSED IN 2024 | $0 | NONE | 8/2/25 | 2025-08-02 | THE FOUNDATION AGREED TO PROVIDE $150,000 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $75,000 WAS MADE IN 2024. THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | ||||
| SOLTHIS | |||||||||||||||
| 34 AVE JEAN JAURES | PARIS | FR | 75019 | 2024-08-01 | $55,474 | FRANCE MALNUTRITION ADVOCACY | $26,636 | NONE | 5/1/25 | 2025-05-01 | THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. AS OF THE FILING OF THIS RETURN, ONLY A PORTION OF THE FUNDS PROVIDED WERE EXPENSED. DOCUMENTATION WAS RECEIVED VERIFYING GRANT FUNDS USED WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| THE CANADIAN NETWORK FOR MATERNAL NEWBORN AND CHILD HEALTH | |||||||||||||||
| 266 CHARLOTTE STREET STE 435 | PETERBOROUGH | CA | 2024-05-01 | $150,000 | CANADA MALNUTRITION ADVOCACY; FIRST HALF OF GRANT DISBURSED IN 2024 | $0 | NONE | 5/29/25 | 2025-05-29 | THE FOUNDATION AGREED TO PROVIDE $150,000 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $75,000 WAS MADE ON 8/13/24. THE FOUNDATION IS CURRENTLY WORKING WITH THE GRANTEE TO PROVIDE DOCUMENTATION VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE GRANTEE WITH NOT USE THE FUNDS FOR THEIR INTENDED PURPOSES. | |||||
| UNICEF FRANCE | |||||||||||||||
| 3 RUE DUGUAY TROUIN | PARIS | FR | 75006 | 2024-10-28 | $271,200 | FRANCE MALNUTRTION ADVOCACY; FIRST HALF OF GRANT DISBURSED IN 2024 | $30,378 | NONE | 7/21/25 | 2025-07-21 | THE FOUNDATION AGREED TO PROVIDE $271,200 IN FUNDING PAYABLE OVER TWO YEARS. A PAYMENT OF $135,604 WAS MADE IN 2024. THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. AS OF THE FILING OF THIS RETURN, ONLY A PORTION OF THE FUNDS PROVIDED WERE EXPENSED. DOCUMENTATION WAS RECEIVED VERIFYING GRANT FUNDS USED WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| LONDON SCHOOL OF HYGIENE AND TROPICAL MEDICINE | |||||||||||||||
| KEPPEL STREET | LONDON | UK | WC1E 7HT | 2019-08-01 | $2,729,512 | RANDOMIZED CONTROLLED TRIAL ASSESSING THE IMPACT OF THE MAMI CARE PATHWAY IN ETHIOPIA. FINAL GRANT PAYMENT DISBURSED IN 2024. | $2,397,492 | NONE | 3/1/20, 9/1/20, 3/1/21, 3/1/22, 9/1/22, 3/15/23, 3/1/24, 9/16/24, 2/28/25 | 2025-02-28 | THE FOUNDATION AGREED TO PROVIDE $2,729,512 IN FUNDING PAYABLE OVER FIVE YEARS. FINAL PAYMENTS TOTALING $742,542 WERE MADE IN 2024. THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. AS OF THE FILING OF THIS RETURN, A PORTION OF THE FUNDS PROVIDED WERE EXPENSED. DOCUMENTATION WAS RECEIVED VERIFYING GRANT FUNDS USED WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| SIGHT AND LIFE FOUNDATION | |||||||||||||||
| WURMISWEG 576 | KAISERAUGST | SZ | 4303 | 2022-01-20 | $500,000 | PRODUCT INNOVATIONS IN NUTRITION IN LOW AND MIDDLE INCOME COUNTRIES. | $355,380 | NONE | 1/15/23, 7/15/23, 1/15/24, 7/15/24, 2/3/25 | 2025-02-03 | THE FOUNDATION AGREED TO PROVIDE $500,000 IN FUNDING PAYABLE OVER TWO YEARS. THE FOUNDATION PERIODICALLY RECEIVES REPORTS OF HOW THE FUNDS WERE USED. AS OF THE FILING OF THIS RETURN, A PORTION OF THE FUNDS PROVIDED WERE EXPENSED. DOCUMENTATION WAS RECEIVED VERIFYING GRANT FUNDS USED WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| JIMMA UNIVERSITY | |||||||||||||||
| PO BOX 378 | JIMMA | ET | 2022-03-15 | $44,084 | DOCUMENTATION OF EVIDENCE TO ACTION EXPERIENCES BY JIMMA UNIVERSITY IN ETHIOPIA | $44,084 | NONE | 7/1/22, 5/31/23, 9/30/23, 3/4/25 | 2025-03-04 | DOCUMENTATION WAS RECEIVED VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S). THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | $926,934 | $926,934 |
| ISHARES CORE S&P SMALL-CAP ETF | $1,172,824 | $1,172,824 |
| ISHARES SHORT TREASURY BOND ETF | $676,956 | $676,956 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG GW&K SMALL CAP CORE FUND - I CLASS-INSTL #10 | $1,224,671 | $1,224,671 |
| ARTISAN INTERNATIONAL VALUE FUND CLASS INS #1672 | $2,084,621 | $2,084,621 |
| FIRST EAGLE GLOBAL FUND INSTITUTIONAL #901 | $2,783,389 | $2,783,389 |
| GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND | $2,960,552 | $2,960,552 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS INST | $3,314,299 | $3,314,299 |
| MFS INTERNATIONAL NEW DISCOVERY FUND CLASS R6 #4820 | $2,039,374 | $2,039,374 |
| NETFLIX INC | $260,265 | $260,265 |
| NUANCE MID CAP VALUE FUND CLASS Z | $966,702 | $966,702 |
| NVIDIA CORP COM | $517,151 | $517,151 |
| PGIM JENNISON GLOBAL OPPORTUNITIES FUND | $2,015,369 | $2,015,369 |
| SERVICENOW INC | $496,136 | $496,136 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,361,407 | $1,361,407 |
| VANGUARD INSTITUTIONAL INDEX FUND #94 | $13,862,391 | $13,862,391 |
| VISA INC-CLASS A SHRS | $186,464 | $186,464 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACP INVESTMENT FUND IV-A LP | AT COST | $262,046 | $262,046 |
| BLACKROCK US CORE PROPERTY FUND LP | AT COST | $2,412,804 | $2,412,804 |
| CROW HOLDINGS REALTY PARTNERS IX LP | AT COST | $760,201 | $760,201 |
| DRIVE CAPITAL OVERDRIVE FUND II L.P. | AT COST | $553,452 | $553,452 |
| FORESITE CAPITAL FUND VI LP | AT COST | $762,480 | $762,480 |
| FORESITE CAPITAL FUND V LP | AT COST | $1,648,285 | $1,648,285 |
| FORESITE CAPITAL OPPORTUNITY FUND V LP | AT COST | $399,822 | $399,822 |
| HENDERSON PARK REAL ESTATE I US TE LP | AT COST | $2,069,761 | $2,069,761 |
| HENDERSON PARK REAL ESTATE FUND II USD POOL SCSP | AT COST | $1,407,524 | $1,407,524 |
| HIG ADVANTAGE BUYOUT FUND II LP | AT COST | $219,681 | $219,681 |
| HIG MIDDLE MARKET LBO FUND III LP | AT COST | $794,915 | $794,915 |
| HIG MIDDLE MARKET LBO FUND IV LP | AT COST | $36,534 | $36,534 |
| HIG PRIVATE EQUITY CO INVESTMENT FUND LO | AT COST | $1,986,837 | $1,986,837 |
| HPS SPECIALTY LOAN INSTITUTIONAL FUND VI-L, L.P. | AT COST | $332,214 | $332,214 |
| MARATHON DISTRESSED CREDIT EUROPE FUND | AT COST | $917,026 | $917,026 |
| MDCF II (LUX) SCSP | AT COST | $410,767 | $410,767 |
| MUDRICK DISTRESSED OPPORTUNITY DRAWDOWN OFFSHORE FUND II | AT COST | $2,042,489 | $2,042,489 |
| MUDRICK DISTRESSED - CASH HELD (ASSUME DISTRIBUTION RECEIVABLE) | AT COST | $204,091 | $204,091 |
| OAKTREE REAL ESTATE INCOME FUND LP | AT COST | $3,605,441 | $3,605,441 |
| PACELINE EQUITY PARTNERS OPPOR TUNITY FUND II CAYMAN LP | AT COST | $532,879 | $532,879 |
| PFM HEALTHCARE GROWTH EQUITY FUND I LP | AT COST | $539,070 | $539,070 |
| TIGER GLOBAL PIP XIVL | AT COST | $1,224,448 | $1,224,448 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV LP | AT COST | $1,363,971 | $1,363,971 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XVI FEEDER LP | AT COST | $347,772 | $347,772 |
| TRANSFORMATION CAPITAL FUND III-A LP | AT COST | $495,480 | $495,480 |
| VELOCIS FUND II INSTITUTIONAL LP | AT COST | $580,886 | $580,886 |
| WARBURG PINCUS GLOBAL GROWTH LP | AT COST | $2,458,546 | $2,458,546 |
| WARBURG PINCUS GLOBAL 14, L.P. | AT COST | $658,082 | $658,082 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $5,290,009 | $0 | $5,290,009 | $5,290,009 |
| FIXED ASSETS | $338,339 | $205,355 | $132,984 | $132,984 |
| ARTWORK | $168,220 | $0 | $168,220 | $168,220 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $123,606 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $105,331 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EOR STAFF DEPOSIT | $0 | $49,979 | $49,979 |
| DISTRIBUTIONS RECEIVABLE | $6,533 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $25,249 | $7,978 | $18,308 |
| BANK & CREDIT FEES | $1,071 | $0 | $1,071 |
| IT HARDWARE & EQUIPMENT | $30,276 | $10,092 | $29,210 |
| IT SOFTWARE & SUBSCRIPTIONS | $58,120 | $19,373 | $54,215 |
| TELECOMMUNICATIONS | $173 | $0 | $173 |
| INTERNET | $2,334 | $778 | $1,556 |
| PROFESSIONAL DEVELOPMENT | $93,428 | $0 | $93,428 |
| TEAM BUILDING | $4,881 | $0 | $4,881 |
| EVENTS & CONFERENCES | $68,466 | $0 | $68,466 |
| OFFICE EXPENSES | $14,083 | $3,179 | $11,577 |
| DUES & SUBSCRIPTIONS | $32,614 | $0 | $32,614 |
| ARTWORK | $32,115 | $0 | $32,115 |
| GIFTS | $1,067 | $0 | $1,067 |
| GRANT RELATED EXPENSES | $114,369 | $0 | $114,369 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GAIN/LOSS ON FOEIGN CURRENCY EXCHANGE | $4,004 | $4,004 | $4,004 |
| INCOME FROM PASSTHROUGH INVESTMENTS | $166,899 | $218,554 | $166,899 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $7,841,436 |
| PRIOR PERIOD ADJUSTMENT | $2,340,155 |
| RETURNED GRANTS | $604,798 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $379,828 | $379,828 | $0 |
| PROGRAM CONSULTING | $2,324,259 | $0 | $2,469,999 |
| HR CONSULTING & RECRUITING | $182,026 | $0 | $176,856 |
| IT CONSULTING | $5,015 | $0 | $6,667 |
| MEDIA, MARKETING, & GRAPHIC DESIGN | $41,746 | $0 | $46,579 |
| OTHER PROFESSIONAL FEES | $17,947 | $2,692 | $11,605 |
| STAFFING AGENCY FEES | $366,273 | $0 | $381,480 |
| PAYROLL FEES | $3,211 | $0 | $3,265 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $181,206 | $12,723 | $168,482 |
| FEDERAL | $71,106 | $0 | $0 |
| FOREIGN TAXES | $386 | $386 | $0 |
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