POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349102711
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:54:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 526037555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | POSN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas Posner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-10 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,102,574 | 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 |
| Interest On Sav Rev And Expnss | $4,858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,858 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $260,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $514,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,367 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,898 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $462,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $19,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,378 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $262 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,094 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,094 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $381 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $381 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,959 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $207,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,870 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $225,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $350,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $225,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $185,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,672,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,855,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,286,119 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $245,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $284,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $383,585 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,518,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,613,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,102,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,518,990 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,613,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,518,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,613,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,518,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,613,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,518,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,005 | ExcessRevenueOverExpensesAmt |
| Other Increases | $400 | OtherIncreasesAmt |
| Subtotal | $3,613,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,613,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $389,413 | $162,336 | $227,077 | $227,077 | |||
| Passthrough K1 Capital Gain/(Loss) | $421 | ||||||
| Sec 751 Gain on Sale of Ptshp Reclass | -$1,499 | ||||||
| NOTE - THE CONTACT FUND LLC | $125,000 | $125,000 | P | 2018-10-01 | 2024-09-30 | ||
| PRI LOAN FORGIVENESS - CHILDRENS THEATRE | $0 | $38,000 | -$38,000 | -$38,000 | 2017-09-17 | 2024-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,003 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,003 | SubtotalAmt |
| Tax Based On Investment Income | $6,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $797 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $797 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| Diana Erbsen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Melanie Markwell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| James R Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair Emeritus | 2.0 | $3,333 | $0 | $0 |
| Nicholas Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, CFO, Treas | 3.0 | $3,333 | $0 | $0 |
| Stephanie Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Jill Prosky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Andrew C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Rachel C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Pres, Trustee | 3.0 | $5,000 | $0 | $0 |
| Sarah Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 3.0 | $3,333 | $0 | $0 |
| Shelby Lynn Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Robert P Smith II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 2.0 | $0 | $0 | $0 |
| Robert P Smith III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,344,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $630,804 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,189,334 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,189,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,126,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,003 | TotalTaxAmt |
| Distributable Before Adj | $200,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $400 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $200,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,340 | 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 | $329,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,722 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,271 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $164,176 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $256,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $714,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,340 | QualifyingDistributionsAmt |
| Applied To Current Year | $200,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,618 | RemainingDistriFromCorpusAmt |
| Total Corpus | $843,491 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $60,271 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $783,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,854 | ExcessFromYear4Amt |
| Excess From Year3 | $164,176 | ExcessFromYear3Amt |
| Excess From Year2 | $256,640 | ExcessFromYear2Amt |
| Excess From Year1 | $139,932 | ExcessFromYear1Amt |
| Excess From Current Year | $128,618 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (241 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAM FUND INITIATIVES | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| ADAS CAFE | |||||||
| 839 NORTHAMPTON DR | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $400 |
| ALLGENERATIONS INC | |||||||
| PO BOX 11113 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $180 |
| ALLIANCE FOR MIDDLE EAST PEACE INC | |||||||
| 1725 I ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $180 |
| ALVEUS SANCTUARY INC | |||||||
| 5900 BALCONES DR | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $400 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC | |||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | N/A | SO I | Tax Section TAPS & Argrett Fellowship | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 426 17TH ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | Taub Center in Jerusalem, to support its independent, non-partisan research projects on a wide range of public policy issues as well as its annual reviews of Israeli social indicators | $1,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | Funds for under-served rural communities in Latin American | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAS SECOND HARVEST OF TAMPA BAY INC | |||||||
| 3624 CAUSEWAY BLVD | TAMPA | FL | 33619 | N/A | PC | General & Unrestricted | $1,500 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $400 |
| ANIMAL HAVEN INC | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $400 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| PO BOX 96041 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $400 |
| ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY | |||||||
| PO BOX 874611 | TEMPE | AZ | 85287 | N/A | PC | Thunderbird School of Global Management | $1,000 |
| ASHOKA | |||||||
| 1000 WILSON BLVD STE 1900 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 |
| ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR | |||||||
| 1801 E ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $180 |
| AUTISM SPEAKS | |||||||
| 1060 STATE RD 1446 | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $400 |
| AUTISM SOCIETY OF AMERICA | |||||||
| 2066 N CAPITOL AVE | SAN JOSE | CA | 95132 | N/A | PC | General & Unrestricted | $400 |
| BALLET HISPANICO OF NEW YORK | |||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | Bard Prison Initiative (BPI) | $1,000 |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 2247 6TH ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $400 |
| BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION | |||||||
| PO BOX 784 | BROOKFIELD | CT | 06804 | N/A | PC | General & Unrestricted | $5,000 |
| BEEBE MEDICAL CENTER INC | |||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | PC | General & Unrestricted | $400 |
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 266 W 37TH ST RM 803 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $800 |
| BERKELEY EAST BAY HUMANE SOCIETY INC | |||||||
| 2700 9TH ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $400 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $400 |
| BETA THETA PI FOUNDATION | |||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $400 |
| BETHANY BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 |
| BETHESDA CHEVY CHASE RESCUE SQUAD INC | |||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $400 |
| BILL WILSON CENTER | |||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | N/A | PC | General & Unrestricted | $400 |
| BOATING EDUCATION SEARCH AND RESCUE AND FRIENDS OF | |||||||
| 510 N FORT HARRISON AVE 516 | CLEARWATER | FL | 33755 | N/A | PC | General & Unrestricted | $400 |
| BOYS & GIRLS CLUBS OF SOUTHWEST WASHINGTON | |||||||
| 5109 NE 82ND AVE STE 205 | VANCOUVER | WA | 98662 | N/A | PC | General & Unrestricted | $400 |
| BRAIN INJURY ASSOCIATION OF MARYLAND INC | |||||||
| 2200 KERNAN DR RM T810 | BALTIMORE | MD | 21207 | N/A | PC | General & Unrestricted | $1,000 |
| BRING CHANGE 2 MIND | |||||||
| 155 SANSOME ST STE 530 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 |
| BROADWAY MALL ASSOCIATION INC | |||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $300 |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| PO BOX 98392 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| CAN MATEO COUNTY FIREFIGHTERS FOUNDATION | |||||||
| 335 CONVENTION WAY STE 5 | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| CANDID | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 601 16TH ST STE C 310 | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $500 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 601 16TH ST STE C 310 | GOLDEN | CO | 80401 | N/A | PC | Funds for new bond purchase | $5,000 |
| CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA | |||||||
| PO BOX 15063 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,000 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | funds For community services | $1,000 |
| CDF FIREFIGHTERS BENEVOLENT FOUNDATION | |||||||
| 1731 J ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $400 |
| CELTIC ARTS FOUNDATION | |||||||
| PO BOX 1342 | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $400 |
| CENTER FOR JEWISH FOOD ETHICS | |||||||
| 533 E GIRARD AVE UNIT 612 | PHILADELPHIA | PA | 19125 | N/A | PC | General & Unrestricted | $180 |
| CHABAD OF RANCHO MIRAGE | |||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | PC | General & Unrestricted | $500 |
| CHEETAH CONSERVATION FUND | |||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $400 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOSPITAL | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | General & Unrestricted | $400 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | Funds for Cash-flow support and staff to prepare for Charitable benefit performance of Louis Armstrong Musical and related events | $15,000 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $12,000 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | Talent and Career Pathways project | $8,000 |
| CHOPSTICKS ALLEY ART | |||||||
| 88 S 3RD ST STE 183 | SAN JOSE | CA | 95113 | N/A | PC | General & Unrestricted | $400 |
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | Continuing support for the alignment of values & programs between SPSA and BJ | $360 |
| CITIZENS BUDGET COMMISSION INC | |||||||
| 240 W 35TH ST STE 302 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,500 |
| CITY OF DREAMS | |||||||
| PO BOX 24037 | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $400 |
| CLARK COUNTY FOOD BANK | |||||||
| 6502 NE 47TH AVE | VANCOUVER | WA | 98661 | N/A | PC | General & Unrestricted | $1,400 |
| CLARK COUNTY HISTORICAL SOCIETY | |||||||
| 1511 MAIN ST | VANCOUVER | WA | 98660 | N/A | PC | General & Unrestricted | $250 |
| CLEAR GLOBAL INC | |||||||
| 9169 W STATE ST 3055 | GARDEN CITY | ID | 83714 | N/A | PC | General & Unrestricted | $5,000 |
| CLEARWATER FREE CLINIC INC | |||||||
| 1218 COURT ST | CLEARWATER | FL | 33756 | N/A | PC | General & Unrestricted | $1,500 |
| CLEARWATER MARINE AQUARIUM INC | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | N/A | PC | General & Unrestricted | $1,000 |
| COAST GUARD FOUNDATION INC | |||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | N/A | PC | Funds to be used for moral purposes at the USCG Station Sand Key at the direction of Chief S Crocker | $1,000 |
| CODE FOR AMERICA LABS INC | |||||||
| 972 MISSION ST 5TH FL | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 |
| COLORADO OUTWARD BOUND SCHOOL | |||||||
| 3840 YORK ST STE 150 | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $400 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY FAMILY CENTERS-CENTROS FAMILIARES DE LA | |||||||
| 7524 AVE E | HOUSTON | TX | 77012 | N/A | PC | General & Unrestricted | $400 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION B'NAI JESHURUN | |||||||
| 270 WEST 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $2,000 |
| COURT APPOINTED SPECIAL ADVOCATES INC | |||||||
| 48 WALL ST 11TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $400 |
| COVENANT HOUSE WASHINGTON DC | |||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | Programs to support teens and youth at risk in Anacostia | $1,000 |
| CRISIS ASSISTANCE CENTER | |||||||
| 1022 MCCALL AVE | CONROE | TX | 77301 | N/A | PC | General & Unrestricted | $5,000 |
| CROWN CENTER | |||||||
| 8350 DELCREST DR | SAINT LOUIS | MO | 63124 | N/A | PC | General & Unrestricted | $360 |
| DACOR BACON HOUSE FOUNDATION | |||||||
| 1801 F ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $300 |
| DAWNWATCH | |||||||
| 409 CAMINO DEL REMEDIO UNIT G | SANTA BARBARA | CA | 93110 | N/A | PC | General & Unrestricted | $100 |
| DC AFFORDABLE LAW FIRM | |||||||
| 1717 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC | |||||||
| 8 COURT ST | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $400 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $500 |
| DOE FUND INC | |||||||
| 345 EAST 102ND ST STE 305 | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $1,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $3,000 |
| DRISHA INSTITUTE FOR JEWISH EDUCATION INC | |||||||
| 377 INDEPENDENCE AVE FRONT 1 | BRONX | NY | 10463 | N/A | PC | General & Unrestricted | $1,000 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 S CHARLES BLVD | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $500 |
| ECHO HILL CAMPERSHIP FUND | |||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $400 |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | JCC summer camp program for low-income residents in nearby neighborhoods | $500 |
| END OF LIFE CHOICES NEW YORK | |||||||
| 244 5TH AVE 2010 | NEW YORK | NY | 10001 | N/A | PC | programs providing education and compassionate care | $1,000 |
| EVERGREEN SCHOOL DISTRICT 114 FOUNDATION | |||||||
| 13501 NE 28TH ST | VANCOUVER | WA | 98682 | N/A | PC | General & Unrestricted | $400 |
| FAMILY HOUSE INC | |||||||
| 540 MISSION BAY BLVD N | SAN FRANCISCO | CA | 94158 | N/A | PC | General & Unrestricted | $400 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | Funds to support FINCA's Mission-Related loans in Latin America, as part of "Fomentar la Unification Social en Latino-America (FUSLA)" efforts | $1,000 |
| FORT VANCOUVER PIPE BAND | |||||||
| 1008 SE 101ST AVE | VANCOUVER | WA | 98664 | N/A | PC | General & Unrestricted | $400 |
| FORT VANCOUVER REGIONAL LIBRARY FOUNDATION | |||||||
| PO BOX 2384 | VANCOUVER | WA | 98668 | N/A | PC | General & Unrestricted | $250 |
| FREE THE OPPRESSED | |||||||
| PO BOX 209938 | DALLAS | TX | 75320 | N/A | PC | General & Unrestricted | $1,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY STE 300 | IRVINE | CA | 92618 | N/A | PC | General & Unrestricted | $5,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF MOUNT MORIAH CEMETERY INC | |||||||
| PO BOX 5321 | PHILADELPHIA | PA | 19142 | N/A | PC | General & Unrestricted | $400 |
| FRIENDS OF STRAUS PARK INC | |||||||
| PO BOX 2021 | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $180 |
| FRIENDS OF THE SOUTH COASTAL LIBRARY INC | |||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 |
| GENDER SPECTRUM | |||||||
| BOX 1044 2930 DOMINGO AVE | BERKELEY | CA | 94705 | N/A | PC | General & Unrestricted | $400 |
| GENESIS WOMENS SHELTER & SUPPORT | |||||||
| 2023 LUCAS DR | DALLAS | TX | 75219 | N/A | PC | General & Unrestricted | $400 |
| GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC | |||||||
| PO BOX 6074 | CLEARWATER | FL | 33758 | N/A | PC | Daisy Fund and Food Insecurity | $500 |
| GIRLS INCORPORATED OF NEW YORK CITY | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Children in Poverty | $400 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 |
| GOOD360 | |||||||
| 625 N WASHINGTON ST STE 324 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $400 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $2,800 |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | General & Unrestricted | $500 |
| HADASSAH FOUNDATION INC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 |
| HARBOR DISH INC | |||||||
| 690 MAIN ST 123 | SAFETY HARBOR | FL | 34695 | N/A | PC | General & Unrestricted | $400 |
| HARPERS PLAYGROUND | |||||||
| 920 SW 6TH AVE STE 1300 | PORTLAND | OR | 97204 | N/A | PC | General & Unrestricted | $1,000 |
| HEART AND SOUL CHARITABLE FUND INC | |||||||
| 1157 LEXINGTON AVE | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $300 |
| HOLLINS UNIVERSITY CORPORATION | |||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | General & Unrestricted | $500 |
| HOPE MISSION SOCIETY | |||||||
| 1000 QUAIL ST STE 100 | NEWPORT BEACH | CA | 92660 | N/A | PC | General & Unrestricted | $180 |
| HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC | |||||||
| 23 STATE ST | OSSINING | NY | 10562 | N/A | PC | In-prison programming & Re-entry housing | $2,000 |
| I EARN INC | |||||||
| 1460 BROADWAY 11TH FL | NEW YORK | NY | 10036 | N/A | PC | TCP--Support Collaboration Center platform on Class.com | $10,000 |
| IN YOUR HANDS INC | |||||||
| 2462 WYANDOTTE ST | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL ELEPHANT FOUNDATION | |||||||
| PO BOX 366 | AZLE | TX | 76098 | N/A | PC | General & Unrestricted | $400 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $5,000 |
| INTERNET ARCHIVE | |||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $1,000 |
| IT HOWLS RESCUE INC | |||||||
| 109 BUCKBERG MOUNTAIN RD | TOMKINS COVE | NY | 10986 | N/A | PC | General & Unrestricted | $360 |
| JAPANESE GARDEN SOCIETY OF OREGON | |||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $400 |
| JOSE LIMON DANCE FOUNDATION | |||||||
| 466 W 152ND ST FL 2 | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $360 |
| KENYON COLLEGE | |||||||
| 209 CHASE AVE | GAMBIER | OH | 43022 | N/A | PC | General & Unrestricted | $500 |
| KESHO | |||||||
| 397 PIEDMONT RD | COLUMBUS | OH | 43214 | N/A | PC | Happiness Wambura's Lohada Schools Program | $6,500 |
| KIDS MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | N/A | PC | General & Unrestricted | $1,000 |
| KIND MOUSE PRODUCTIONS INC | |||||||
| 1801 16TH ST N STE B | ST PETERSBURG | FL | 33704 | N/A | PC | General & Unrestricted | $400 |
| KOGOOD SCHOOL OF BUSINESS ADMINISTRATION | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | The Stanley I Posner Prize Fund | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 |
| L S U FOUNDATION | |||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PC | CERA Support Fund | $400 |
| LIFE AFTER HATE INC | |||||||
| 650 W STATE ST STE 304 | MILWAUKEE | WI | 53213 | N/A | PC | General & Unrestricted | $400 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 3180 PRESIDENTIAL AVE | ATLANTA | GA | 30340 | N/A | PC | General & Unrestricted | $400 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | N/A | PC | General & Unrestricted | $400 |
| LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC | |||||||
| 575 3RD ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $180 |
| LITTLE BY LITTLE | |||||||
| 1532 8TH ST | ARGYLE | TX | 76226 | N/A | PC | General & Unrestricted | $1,400 |
| LOVE TO LANGA | |||||||
| PO BOX 104 | GLADWYNE | PA | 19035 | N/A | PC | General & Unrestricted | $400 |
| LUBUTO LIBRARY PROJECT INC | |||||||
| 5614 CONNECTICUT AVE NW STE 368 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| LUMIND IDSC FOUNDATION | |||||||
| 110 WINN ST STE 105 | WOBURN | MA | 01801 | N/A | PC | General & Unrestricted | $400 |
| MAGENTA THEATER | |||||||
| 6400 NE HWY 99 STE G PMB 160 | VANCOUVER | WA | 98665 | N/A | PC | General & Unrestricted | $400 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | N/A | PC | general operating support and regional operations & communities within the us | $2,500 |
| MBOLDEN CHANGE | |||||||
| 3790 EL CAMINO REAL 1098 | PALO ALTO | CA | 94306 | N/A | PC | General & Unrestricted | $400 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC | |||||||
| 1717 K ST NW STE 900 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $400 |
| METROPOLITAN MINISTRIES INC | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | N/A | PC | General & Unrestricted | $400 |
| MIRROR STAGE | |||||||
| 32211 22ND AVE SW | FEDERAL WAY | WA | 98023 | N/A | PC | General & Unrestricted | $7,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $400 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 663 13TH ST SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST STE 501 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $400 |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST 14TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK UNIVERSITY | |||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $400 |
| NORTH COAST OPPORTUNITIES INC | |||||||
| 413 N STATE ST | UKIAH | CA | 95482 | N/A | PC | General & Unrestricted | $400 |
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | |||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | Cooperative Income Sharing Program | $5,000 |
| NORTHERN BEDFORD SCHOOL FOUNDATION INC | |||||||
| 152 NBC DR | LOYSBURG | PA | 16659 | N/A | PC | General & Unrestricted | $1,000 |
| NURU INTERNATIONAL | |||||||
| 2020 PENNSYLVANIA NW STE 600 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $900 |
| OLD LINE MUSEUM | |||||||
| PO BOX 35 | DELTA | PA | 17314 | N/A | PC | General & Unrestricted | $400 |
| ONE ACRE FUND | |||||||
| 2070 GREEN BAY RD 183 | HIGHLAND PARK | IL | 60035 | N/A | PC | General & Unrestricted | $400 |
| OPERATION BBQ RELIEF | |||||||
| 22720 JOE HOLT PKWY | PECULIAR | MO | 64078 | N/A | PC | General & Unrestricted | $400 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON RD | PORTLAND | OR | 97221 | N/A | PC | General & Unrestricted | $400 |
| OUR HEN HOUSE | |||||||
| 25 FURMAN CRES | ROCHESTER | NY | 14620 | N/A | PC | General & Unrestricted | $120 |
| PARTNERSHIP FOR SHELTER ANIMALS NYC FUND | |||||||
| 186 RIVERSIDE DR 11C | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | General & Unrestricted | $400 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 105 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GOV | Colored Conventions Project | $1,500 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | General & Unrestricted | $400 |
| PETS IN NEED | |||||||
| 871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $400 |
| PLUMMER YOUTH PROMISE INC | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $500 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard College Fund Class of 1965 | $500 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | for support of non-US FELLOWS | $500 |
| PROJECT ORBIS INTERNATIONAL INC | |||||||
| 52 VANDERBILT AVE 8TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $400 |
| PUPSTARZ RESCUE INC | |||||||
| 11 1/2 26TH ST 2ND FLOOR | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $360 |
| RADIO BILINGUE INC | |||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | PC | General & Unrestricted | $2,100 |
| RAISING RELIEF | |||||||
| 2840 WEST BAY DR 236 | LARGO | FL | 33770 | N/A | PC | Charitable Event | $400 |
| READ AHEAD INC | |||||||
| 50 BROAD ST STE 502 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $660 |
| REDWOOD CITY LIBRARY FOUNDATION | |||||||
| 1044 MIDDLEFIELD RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE INC | |||||||
| 3399 BAY RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| REMERGE INC | |||||||
| PO BOX 54717 | ATLANTA | GA | 30308 | N/A | PC | Giving Grace program | $400 |
| RESOURCE AREA FOR TEACHING | |||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $1,500 |
| RESPONSIBLE SOURCING NETWORK | |||||||
| 1019 INSPIRATION WAY | VENTURA | CA | 93001 | N/A | PC | General & Unrestricted | $400 |
| RETHINK THE CONVERSATION LTD | |||||||
| 45 W 54TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $400 |
| SAINT FLORIAN PIPERS SOCIETY | |||||||
| PO BOX 1881 | WEAVERVILLE | CA | 96093 | N/A | PC | General & Unrestricted | $400 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $400 |
| SAN FRANCISCO AIDS FOUNDATION | |||||||
| 940 HOWARD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 |
| SAVE THE BAY | |||||||
| 560 14TH ST 400 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| SECOND CHANCE RESCUE INC | |||||||
| PO BOX 570701 | WHITESTONE | NY | 11357 | N/A | PC | General & Unrestricted | $360 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $2,500 |
| SEED SAVERS EXCHANGE INC | |||||||
| 3094 N WINN RD | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $400 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,000 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | Supervia Endowed Chair | $5,000 |
| SOCIAL & ECONOMIC ACTION FOR LEBANON INC | |||||||
| 525 PARK AVE STE 5N | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $400 |
| SOCIETY FOR THE ADVANCEMENT OF JUDAISM | |||||||
| 15 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $500 |
| SOCIETY FOR THE ADVANCEMENT OF JUDAISM | |||||||
| 15 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | 100th Anniversary Legacy Fund | $1,800 |
| SOHARMONIUMS INCORPORATED | |||||||
| 37 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $300 |
| SOME INC | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General and Unrestricted Support for Affordable Housing | $1,000 |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | N/A | PC | General & Unrestricted | $400 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $1,000 |
| STREET GRACE INC | |||||||
| N AVE PRESBYTERIAN CH 607 PEACHTRE | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $400 |
| SUNFLOWER BAKERY INC | |||||||
| 5951 HALPINE RD | ROCKVILLE | MD | 20851 | N/A | PC | General & Unrestricted | $2,000 |
| SUTTER BAY MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| TALISMAN INC | |||||||
| 64 GAP CREEK RD | ZIRCONIA | NC | 28790 | N/A | PC | General & Unrestricted | $400 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 669394 | DALLAS | TX | 75266 | N/A | PC | School of Public Health Scholarship Fund | $500 |
| THE BEACON OF DOWNTOWN HOUSTON | |||||||
| 1117 TEXAS ST | HOUSTON | TX | 77002 | N/A | PC | General & Unrestricted | $400 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $400 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | General & Unrestricted | $1,000 |
| THE TOMORROW FUND | |||||||
| RI HOSPITAL CAMPUS 593 EDDY ST | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $400 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | N/A | PC | General & Unrestricted | $400 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 741803 | LOS ANGELES | CA | 90074 | N/A | PC | General & Unrestricted | $400 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $400 |
| TRUSTEES OF AMHERST COLLEGE | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $800 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | Graduate Alumni Annual Giving Fund | $800 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 33 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $500 |
| U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 |
| UKRAINE FREEDOM PROJECT | |||||||
| 1520 BELLE VIEW BLVD STE 556 | ALEXANDRIA | VA | 22307 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED METHODIST COMMITTEE ON RELIEF | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $400 |
| UNITED POULTRY CONCERNS INC | |||||||
| PO BOX 150 | MACHIPONGO | VA | 23405 | N/A | PC | General & Unrestricted | $400 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Honors Program Scholarship Fund | $500 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | N/A | PC | General & Unrestricted | $1,000 |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLZ SW 2ND FLOOR | WASHINGTON | DC | 20024 | N/A | PC | Emerging Researchers support | $3,000 |
| VANCOUVER FARMERS MARKET FOUNDATION | |||||||
| PO BOX 61638 | VANCOUVER | WA | 98666 | N/A | PC | General & Unrestricted | $400 |
| VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT | |||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | N/A | PC | General & Unrestricted | $400 |
| VILLAGE HARVEST CORPORATION | |||||||
| PO BOX 9231 | SAN JOSE | CA | 95157 | N/A | PC | General & Unrestricted | $400 |
| VOLUNTEERS IN MEDICINE CLINIC | |||||||
| 15 NORTHRIDGE DR | HILTON HEAD | SC | 29926 | N/A | PC | General & Unrestricted | $400 |
| WEST SIDE HATZOLOH | |||||||
| C/O THE JEWISH CENTER131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| WHIS-PURR RESCUE | |||||||
| 346 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $400 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $400 |
| WILD BIRD FUND INC | |||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $300 |
| WOODLANDS METHODIST CHURCH FOUNDATION INC | |||||||
| 2200 LAKE WOODLANDS DR | THE WOODLANDS | TX | 77380 | N/A | SO I | General & Unrestricted | $400 |
| WOODLANDS METHODIST CHURCH FOUNDATION INC | |||||||
| 2200 LAKE WOODLANDS DR | THE WOODLANDS | TX | 77380 | N/A | SO I | Children of the Woodlands Ministry of The Woodlands Methodist Church | $400 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $400 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 2450 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 |
| YOUNG ADULT INSTITUTE INC | |||||||
| 220 EAST 42ND ST 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| YOUTH OPPORTUNITIES UNLIMITED INC | |||||||
| 224 BROCK AVE | NEW BEDFORD | MA | 02744 | N/A | PC | General & Unrestricted | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,858 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,109 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $5 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$1,180 | 14 | $3,889 |
| Federal Tax Refund | 01 | $150 | ||
| Sec 751 Gain on Sale of Ptshp | 525990 | $1,499 | ||
| INTEREST INCOME FROM NOTES | 14 | $5,009 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $324 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $462,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $462,338 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ONE OR MORE PARTNERSHIPS HAVE PROVIDED A SCHEDULE K-3 FOR THE TAX YEAR IN WHICH THEY HAVE CHECKED ONE OR MORE OF THE BOXES IN PART I BUT NOT PROVIDED SUFFICIENT BACK-UP INFORMATION TO ALLOW THE FOUNDATION TO VERIFY WHY SUCH BOXES WERE CHECKED OR THE EXTENT TO WHICH THE CHECKING OF SUCH BOXES AFFECTS ANY ITEM ON THIS RETURN. THE FOUNDATION HAS PREPARED THIS RETURN TO THE BEST OF ITS ABILITY AND WITHOUT ANY FOREIGN FILINGS FOR SUCH PARTNERSHIPS BASED ON THE INFORMATION PROVIDED TO IT BY THESE PARTNERSHIPS AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB INTL STRATEGIC EQUITIES POR | $195,596 | $249,866 |
| AB SELECT US EQUITY PORTFOLIO | $134,498 | $180,554 |
| ABBOTT LABS | $2,489 | $11,311 |
| ACCO BRANDS CORPORATION | $12,355 | $7,875 |
| AES CORP | $10,456 | $7,722 |
| ALLIANCE BERNSTEIN VALUE FUND | $95,185 | $123,376 |
| ALLIANCEBERN DISCOVERY GROWTH | $51,186 | $62,312 |
| ALLIANCEBERN DISCOVERY VALUE F | $56,480 | $61,198 |
| ALLIANCEBERN GLOBAL BOND ADV | $157,822 | $132,642 |
| ALLIANCEBERN HIGH INCOME ADVIS | $174,398 | $147,303 |
| ALLIANCEBERNSTEIN CONCENTRATED | $81,345 | $125,639 |
| ALLIANCEBERNSTEIN REAL RETURN | $82,420 | $70,902 |
| ALLY FINANCIAL INC | $22,884 | $25,207 |
| ALPHABET INC CL C | $12,702 | $21,901 |
| AMAZON COM | $20,607 | $29,618 |
| AMERICAN INVESTMENT CO OF AMER | $83,172 | $252,304 |
| AMGEN INC | $11,503 | $13,032 |
| APPLE INC | $13,206 | $25,042 |
| BERNSTEIN EMERGING MARKETS | $50,027 | $49,871 |
| BERNSTEIN INTERMEDIATE DURATIO | $317,472 | $273,598 |
| BLOOMIN BRANDS INC | $10,907 | $7,326 |
| CHEVRON CORP | $19,281 | $21,726 |
| COMCAST CORP | $23,225 | $20,642 |
| CONSTELLATION BRANDS INC | $16,017 | $15,470 |
| CROWN CASTLE INTL | $12,562 | $9,076 |
| CVS CAREMARK CORP | $18,820 | $13,467 |
| DELL TECHNOLOGIES INC CLASS C | $11,466 | $11,524 |
| DEVON ENERGY CORPORATION | $9,004 | $7,364 |
| DOMINION ENERGY INC | $48,896 | $37,702 |
| DOUBLELINE YIELD OPPORTUNITIES | $20,106 | $18,996 |
| DOW INC | $19,679 | $20,065 |
| ECOFIN SUSTAINABLE AND SOCIAL | $18,586 | $15,600 |
| ELI LILLY & CO | $6,866 | $10,036 |
| EMERSON ELECTRIC CO | $9,939 | $12,393 |
| EXXON MOBIL CORP | $392 | $32,271 |
| GABELLI DIVIDEND & INCOME TRUS | $34,943 | $43,470 |
| GAMING AND LEISURE PROPERTIES, | $17,807 | $19,264 |
| GOLDMAN SACHS BDC INC | $19,435 | $12,100 |
| INTERNATIONAL BUSINESS MACHINE | $1,454 | $21,983 |
| ISHARES IBOXX $ INVESTMENT GRA | $11,336 | $10,150 |
| ISHARES JP MORGAN USD EM MKTS | $14,378 | $11,842 |
| IVY SCIENCE AND TECHNOLOGY | $54,503 | $101,738 |
| JOHNSON & JOHNSON | $4,191 | $32,540 |
| KAYNE ANDERSON MLP INV CO | $19,711 | $26,691 |
| KIMBERLY CLARK CORP | $29,055 | $32,760 |
| MICROSOFT CORP | $24,683 | $33,720 |
| NATIONAL RETAIL PROPERTIES INC | $18,788 | $22,468 |
| NORTHROP GRUMMAN CORP | $17,319 | $17,833 |
| NOVARTIS AG ADR | $9,264 | $19,462 |
| NVIDIA CORP | $9,326 | $11,415 |
| PALO ALTO NETWORKS INC | $8,045 | $12,737 |
| PENN TREATY AMER CP | $19,868 | $21,142 |
| PEPSICO INC | $24,601 | $26,611 |
| RAYTHEON TECHNOLOGIES CORP | $7,909 | $12,151 |
| SALESFORCE.COM | $21,299 | $33,433 |
| SANFORD C BERNSTEIN FD, INC OV | $369,752 | $310,284 |
| SANFORD C. BERNSTEIN FD, INC. | $79,791 | $70,722 |
| SHELL ADR EACH REPRESENTING 2 | $26,660 | $31,325 |
| STARWOOD PROPERTY TRUST INC | $14,362 | $11,370 |
| THERMO FISHER SCIENTIFIC INC | $8,956 | $8,324 |
| UBER | $8,282 | $6,937 |
| UNILEVER PLC AMER | $13,566 | $17,010 |
| UNIT MORGAN STANLEY AI - 02/20 | $9,030 | $10,473 |
| UNITEDHEALTH GROUP INC | $12,595 | $12,647 |
| VANGUARD DIVIDEND APPRECIATION | $12,925 | $26,829 |
| VANGUARD FTSE DEVELOPED MARKET | $28,385 | $32,087 |
| VANGUARD FTSE EMERGING MARKETS | $26,369 | $28,098 |
| VANGUARD SF REIT ETF | $23,794 | $25,388 |
| VANGUARD TOTAL STOCK MARKET ET | $18,959 | $41,443 |
| VISA INC | $3,063 | $4,741 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADV INV 2020 - SLP VI (T | $42,131 | $56,668 |
| BROWN ADV INV 2022 - SLP VII L | $9,100 | |
| BROWN ADV PRIVATE EQ PTNS VII | $39,834 | $64,725 |
| BROWN ADV PRIVATE INC PTNS I T | $45,310 | $44,944 |
| BROWN ADV PRVT EQ PTNS VIII QP | $77,017 | $108,634 |
| BROWN ADVISORY INVESTORS 2020- | $30,034 | $40,812 |
| BROWN ADVISORY PE PARTNERS 11 | $9,553 | $10,134 |
| BROWN ADVISORY PRIVATE EQUITY | $22,818 | $26,308 |
| ENTERPRISE PRODUCTS PARTNERS L | $8,775 | $31,360 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - CAPITAL SISTERS INTL | Desc |
| EOY Book Value | $5,000 | EOYBookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,979 | $22,979 | |
| Bank Charges | $670 | $670 | |
| Indemnification Insurance | $687 | $687 | |
| K-1 Exp BROWN ADV INV 2020 - S | $871 | $871 | |
| K-1 Exp BROWN ADV INV 2022 - S | $2,001 | $1,606 | |
| K-1 Exp BROWN ADV PRIVATE EQ P | $1,072 | $1,041 | |
| K-1 Exp BROWN ADV PRIVATE INC | $678 | $566 | |
| K-1 Exp BROWN ADV PRVT EQ PTNS | $2,739 | $2,349 | |
| K-1 Exp BROWN ADVISORY INVESTO | $2,393 | $1,192 | |
| K-1 Exp BROWN ADVISORY PE PART | $1,184 | $994 | |
| K-1 Exp BROWN ADVISORY PRIVATE | $1,241 | $1,078 | |
| K-1 Exp ENTERPRISE PRODUCTS PA | $4 | ||
| Postage/Delivery Service | $240 | $240 | |
| Website Hosting/Support | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL | $109 | $109 |
| K-1 Inc/Loss BROWN ADV INV 2022 - SLP VII LLLP | $12 | $12 |
| K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL | -$619 | -$474 |
| K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP | $3,443 | $3,279 |
| K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP | $25 | $479 |
| K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL | $321 | $176 |
| K-1 Inc/Loss BROWN ADVISORY PE PARTNERS 11 (Q) | $141 | $271 |
| K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1 | $21 | $54 |
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | -$744 | -$17 |
| Federal Tax Refund | $150 | |
| Interest Income from Notes | $5,009 | $5,009 |
| Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS | $1,499 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $400 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| ROOT CAPITAL INC | ||||||||
| $125,000 | $125,000 | 2013-12 | 2026-12 | INTEREST ANN; PRINCIPAL AT MATURITY | 1.5 | NONE | INVESTMENT | CASH 0 CASH 0 CASH 0 |
| GLOBAL SUN PARTNERS | ||||||||
| $100,000 | $100,000 | 2010-11 | 2018-12 | INTEREST QUART; PRINCIPAL AT MATURI | 8. | NONE | INVESTMENT | CASH 0 CASH 0 CASH 0 |
| THE CONTACT FUND LLC | ||||||||
| $125,000 | $0 | 2018-10 | 2024-09 | INTEREST ANN; PRINCIPAL AT MATURITY | 2.5 | NONE | INVESTMENT | CASH 0 CASH 0 CASH 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,378 | Amt |
| Net Investment Income | $19,378 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $4,000 | |
| 990-PF Extension for 2023 | $2,000 | |
| Foreign Tax Paid | $262 | $262 |
| State Income Tax 2023 | $500 |
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