IBM INTERNATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IBM INTERNATIONAL FOUNDATION (EIN 13-3267906)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349103731
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:05:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH STREET SUITE 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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 | 133267906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBM INTERNATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IBMI | BusinessNameControlTxt |
| Phone | 9144994690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO IBM TAX DEPT NORTH CASTLE DRIV | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTINA NIXON-SAINTIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9144994690 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA A COLLINS | PreparerPersonNm |
| PTIN | P00008888 | PTIN |
| Phone | 3362753394 | 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 | $357,711,304 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $355,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $355,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,651,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,711,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,317,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,163,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,888,149 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$71,399 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,324,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,883,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,840,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,167,559 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $443,646 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,340,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $752,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,167,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,478,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,736,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,818,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $752,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,903,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,505,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,130,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,524,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,717,526 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,717,526 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,059,637 | CorporateStockBOYAmt |
| Corporate Stock EOY | $348,993,778 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,993,778 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $340,584,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,711,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $357,711,304 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $496,078 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,162,290 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $496,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,162,290 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $340,088,270 | RetainedEarningBOYAmt |
| Retained Earning EOY | $354,549,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $340,088,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $354,549,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $340,584,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $357,711,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $340,088,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,505,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,955,329 | OtherIncreasesAmt |
| Subtotal | $354,549,014 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $354,549,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $130,163,624 | GrossSalesPriceAmt |
| Cost Or Other Basis | $100,275,475 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,888,149 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,888,149 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,888,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $543,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $543,918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $543,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $462,541 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $812,541 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,199 | EsPenaltyAmt |
| Overpayment | $264,424 | OverpaymentAmt |
| Applied To ES Tax | $264,424 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | IBM INTERNATIONAL FOUNDATION | IndividualWithBooksNm |
| Phone | 9144994690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEW ORCHARD ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ARVIND KRISHNA | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | CHAIRMAN, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTINA NIXON-SAINTIL | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | DIRECTOR, PRESIDENT & VICE CHAIR | 10.00 | $0 | $0 | $0 |
| SIMON J BEAUMONT END 512024 | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| BRIEN WIERZCHOWSKI BEGIN 512024 | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| KATHLEEN MCDONALD | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | CONTROLLER | 1.00 | $0 | $0 | $0 |
| FRANK SEDLARCIK END 512024 | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JANE EDWARDS BEGIN 512024 | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEPHEN LETT | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | ASSISTANT CONTROLLER | 1.00 | $0 | $0 | $0 |
| MARK HOBBERT | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| EXPERIS US INC | |||||||||
| 29973 NETWORK PLACE | CHICAGO | IL | 60673 | PROGRAM CONSULTING | $2,858,979 | ||||
| FLEXIBLE ROAD LLC DBA SKILL-UP TECHNOLOGIES | |||||||||
| 11911 NE 1ST ST SUITE 202 | BELLEVUE | WA | 98005 | PROGRAM DEVELOPMENT | $2,064,164 | ||||
| MYRIAD MEDIA | |||||||||
| 1053 E WHITAKER MILL RD STE 115 | RALEIGH | NC | 27604 | PROGRAM DEVELOPMENT | $1,271,316 | ||||
| REDSPACE | |||||||||
| PROGRAM DEVELOPMENT | $383,648 | 168-1595 BEDFORD HWY | BEDFORD NS | CA | B4A 3Y4 | ||||
| NIIT | |||||||||
| 3 RAVINIA DR SUITE 1930 | ATLANTA | GA | 30346 | PROGRAM DEVELOPMENT | $85,600 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE IBM INTERNATIONAL FOUNDATION PROVIDED EDUCATIONAL AND SKILLS PROGRAMS TO FOCUS ON SKILLS NEEDED FOR 21ST CENTURY JOBS THROUGH THE FOLLOWING PROGRAMS:P-TECH IS A GROUND BREAKING EDUCATION MODEL WHICH COMBINES PUBLIC HIGH SCHOOL AND NO-COST COMMUNITY COLLEGE WITH PREPARATION FOR "NEW COLLAR" JOBS. P-TECH STUDENTS, PRIMARILY FROM UNDER-SERVED BACKGROUNDS, GRADUATE WITH A NO-COST ASSOCIATE DEGREE, ALONG WITH WORKPLACE EXPERIENCES INCLUDING MENTORSHIPS.SKILLSBUILD OFFERS FREE LEARNING, SUPPORT, AND RESOURCES FROM SECONDARY EDUCATION (STUDENTS AGED 13-18) TO ADULTS SEEKING ENTRY-LEVEL EMPLOYMENT. SKILLSBUILD PROVIDES SKILLS FOR ENTRY-LEVEL TECH JOBS. | Description1Txt |
| Expenses1 | $6,663,706 | Expenses1Amt |
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 | $347,365,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,176,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,542,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $354,542,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,318,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $349,224,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,461,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,461,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $543,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $543,918 | TotalTaxAmt |
| Distributable Before Adj | $16,917,303 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $473,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,390,303 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,390,303 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,903,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,903,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,390,303 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,208,187 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,983,619 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,462,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $878,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,022,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,556,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,903,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,390,303 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $513,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,069,687 | 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 | $2,208,187 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,861,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,983,619 | ExcessFromYear4Amt |
| Excess From Year3 | $1,462,555 | ExcessFromYear3Amt |
| Excess From Year2 | $878,685 | ExcessFromYear2Amt |
| Excess From Year1 | $4,022,965 | ExcessFromYear1Amt |
| Excess From Current Year | $513,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||||||
| 40 E MAIN ST STE 887 | NEWARK | DE | 19711 | PC | OPERATIONS | $8,480,000 | |||||
| BUSINESS IN THE COMMUNITY | |||||||||||
| PC | OPERATIONS | $140,000 | 3RD FL PHIBSBOROUGH TOWER PHIBSBORO | GH RD | DUBLIN | EI | D07 XH2D | ||||
| CONFEDERATION OF INDUSTRY OF THE CZECH REPUBLIC | |||||||||||
| PC | OPERATIONS | $60,000 | FREYOVA 948/11 | PRAGUE | EZ | 190 00 | |||||
| EDUCATION AMBASSADORS | |||||||||||
| PC | OPERATIONS | $36,000 | RUA FLORIDA 40 - SION - APT 04 | BELO HORIZONTE | BR | 30310710 | |||||
| GOODWILL INDUSTRIES INTERNATIONAL | |||||||||||
| 15810 INDIANOLA DRIVE | ROCKVILLE | MD | 20855 | PC | OPERATIONS | $275,000 | |||||
| INTERNATIONAL ASSOCIATION FOR VOLUNTEER EFFORT (IAVE) | |||||||||||
| 611 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PC | OPERATIONS | $100,000 | |||||
| JOBS FOR THE FUTURE INC | |||||||||||
| 50 MILK ST | BOSTON | MA | 02110 | PC | OPERATIONS | $1,121,235 | |||||
| JUNIOR ACHIEVEMENT SINGAPORE | |||||||||||
| PC | OPERATIONS | $50,000 | 2 KALLANG AVENUE 04-02 CT HUB | SINGAPORE | SN | 339407 | |||||
| JUNIOR ACHIEVEMENT WORLDWIDE | |||||||||||
| 131 DARTMOUTH ST 3RD FL | BOSTON | MA | 02116 | PC | OPERATIONS | $474,000 | |||||
| MOTT HAVEN NY COMMUNITY FRIDGE | |||||||||||
| 1760 2ND AVENUE APT 20F | NEW YORK | NY | 10128 | PC | OPERATIONS | $25,000 | |||||
| STRADA COLLABORATIVE INC DBA INSIDE TRACK | |||||||||||
| 10 W MARKET ST SUITE 1100 | INDIANAPOLIS | IN | 46204 | PC | OPERATIONS | $270,185 | |||||
| THE LOWER EAST SIDE GIRLS CLUB OF NEW YORK | |||||||||||
| 101 AVENUE D | NEW YORK | NY | 10009 | PC | OPERATIONS | $25,000 | |||||
| UNESCO | |||||||||||
| PC | OPERATIONS | $70,000 | 7 PLACE DE FONTENOY | PARIS | FR | 1060 | |||||
| UNITED WAY BRAZIL | |||||||||||
| PC | OPERATIONS | $10,000 | 399 NICOLAS BOER AVENUE PARQUE | INDUSTRIAL TOMAS EDSON | SAO PAULO | BR | Z01140-060 | ||||
| USHERS NEW LOOK INC | |||||||||||
| 500 BISHOP ST NW - STE B4 | ATLANTA | GA | 30318 | PC | OPERATIONS | $500,000 | |||||
| USTA FOUNDATION | |||||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | PC | OPERATIONS | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,736,420 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GIRLS WHO CODE | |||||||||||
| 1250 BROADWAY | NEW YORK | NY | 10004 | PC | OPERATIONS | $3,000,000 | |||||
| INCO | |||||||||||
| PC | OPERATIONS | $428,223 | 20 RUE CLAVEL | PARIS | FR | 75019 | |||||
| JUNIOR ACHIEVEMENT SINGAPORE | |||||||||||
| PC | OPERATIONS | $50,000 | 2 KALLANG AVENUE 04-02 CT HUB | SINGAPORE | SN | 339407 | |||||
| JUNIOR ACHIEVEMENT WORLDWIDE | |||||||||||
| 131 DARTMOUTH ST 3RD FL | BOSTON | MA | 02116 | PC | OPERATIONS | $1,000,000 | |||||
| UNITED WAY BRAZIL | |||||||||||
| PC | OPERATIONS | $10,500 | 399 NICOLAS BOER AVENUE PARQUE | SAO PAULO | BR | Z01140-060 | INDUSTRIAL TOMAS EDSON | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,488,723 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,046 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,651,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,317,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,324,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,324,298 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BUSINESS IN THE COMMUNITY | |||||||||||
| 3RD FL PHIBSBOROUGH TWR PHIBSBOROUG | RD | DUBLIN | EI | D07 XH2D | 2023-06-02 | $285,441 | OPERATIONS | $285,000 | NONE | 03/27/2024, 03/31/2025 | GRANT FUNDS MEET STATED PURPOSE |
| CONFEDERATION OF INDUSTRY OF THE CZECH REPUBLIC | |||||||||||
| FREYOVA 948/11 | PRAGUE | EZ | 190 00 | 2023-06-02 | $120,000 | OPERATIONS | $120,000 | NONE | 03/18/2024, 09/05/2025 | GRANT FUNDS MEET STATED PURPOSE | |
| JUNIOR ACHIEVEMENT (SINGAPORE) LTD | |||||||||||
| 2 KALLANG AVENUE 04-02 CT HUB | SINGAPORE | SN | 339407 | 2024-09-12 | $100,000 | OPERATIONS | $50,000 | NONE | 03/31/2025 | GRANT FUNDS MEET STATED PURPOSE | |
| UNESCO | |||||||||||
| 7 PLACE DE FONTENOY | PARIS | FR | 1060 | 2024-08-08 | $70,000 | OPERATIONS | $70,000 | NONE | 08/01/2025 | GRANT FUNDS MEET STATED PURPOSE | |
| UNITED WAY BRAZIL | |||||||||||
| 399 NICOLAS BOER AVENUE PARQUE | INDUSTRIAL TOMAS EDSON | SAO PAULO | BR | Z01140-060 | 2024-11-25 | $20,500 | OPERATIONS | $10,000 | NONE | 10/06/2025 | GRANT FUNDS MEET STATED PURPOSE |
| EDUCATION AMBASSADORS | |||||||||||
| RUA FLORIDA 40 - SION - APT 04 | BELO HORIZONTE | BR | 30310710 | 2024-12-20 | $36,000 | OPERATIONS | $36,000 | NONE | 03/31/2025 | GRANT FUNDS MEET STATED PURPOSE | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON TRUST FUNDS | StockNm |
| EOY Book Value | $348,993,778 | EOYBookValueAmt |
| EOYFMV | $348,993,778 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$71,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $3,955,329 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $3,531,489 | $0 | $6,167,559 |
| INVESTMENT MANAGEMENT | $309,309 | $309,309 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL NET INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $500,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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