CORE KNOWLEDGE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CORE KNOWLEDGE FOUNDATION (EIN 54-1371584)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349304831
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:46:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541371584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORE KNOWLEDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORE | BusinessNameControlTxt |
| Phone | 4349777550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4349777550 | PhoneNum |
| Signature | 2025-11-11 | 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 | CLARISSA B HOFFMAN | PreparerPersonNm |
| PTIN | P01390684 | PTIN |
| Phone | 4342962156 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BETH ANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,872,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COREKNOWLEDGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CORE KNOWLEDGE FOUNDATION IS TO ADVANCE EXCELLENCE AND EQUITY IN EDUCATION FOR ALL CHILDREN.TO ACHIEVE THIS MISSION, WE OFFER DETAILED CURRICULAR GUIDANCE AND MATERIALS TO SCHOOLS, TEACHERS, PARENTS, AND POLICY MAKERSTO ANYONE WHO BELIEVES, AS WE DO, THAT EVERY CHILD IN A DIVERSE DEMOCRACY DESERVES ACCESS TO ENABLING KNOWLEDGE.BY PROVIDING OPEN ACCESS TO AN EXEMPLARY CURRICULUM FOR PRESCHOOL THROUGH TWELFTH GRADE, WE ENDEAVOR TO:- CREATE LITERATE CITIZENS ABLE TO CONTRIBUTE TO A DEMOCRATIC SOCIETY.- EMPOWER EACH CHILD TO ACHIEVE HIS OR HER GREATEST ACADEMIC POTENTIAL.- SHRINK THE EXCELLENCE GAP BETWEEN THE ACADEMIC ACHIEVEMENT OF AMERICAN STUDENTS AND THAT OF THEIR INTERNATIONAL PEERS FROM HIGH-PERFORMING COUNTRIES.- SHRINK THE FAIRNESS GAP BETWEEN THE ACADEMIC ACHIEVEMENT OF AMERICAN STUDENTS LIVING IN POVERTY AND THAT OF THEIR ECONOMICALLY ADVANTAGED PEERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,421 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,169,104 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,111,363 | CYProgramServiceRevenueAmt |
| PY Investment Income | $455,037 | PYInvestmentIncomeAmt |
| CY Investment Income | $737,031 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,496,573 | PYOtherRevenueAmt |
| CY Other Revenue | $6,433,935 | CYOtherRevenueAmt |
| PY Total Revenue | $22,135,314 | PYTotalRevenueAmt |
| CY Total Revenue | $25,293,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,774,149 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,320,060 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,120 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,405,872 | PYOtherExpensesAmt |
| CY Other Expenses | $4,835,821 | CYOtherExpensesAmt |
| PY Total Expenses | $6,180,021 | PYTotalExpensesAmt |
| CY Total Expenses | $7,155,881 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,955,293 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,137,869 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,066,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,556,470 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,582,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $942,470 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,483,988 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,614,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE EXCELLENCE AND EQUITY IN EDUCATION FOR ALL CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,941,757 | ExpenseAmt |
| Revenue | $24,545,298 | RevenueAmt |
| Desc | THE FOUNDATION ADVANCES EDUCATIONAL EXCELLENCE AND OPPORTUNITY FOR ALL STUDENTS BY CREATING AND SHARING RIGOROUS, CONTENT-RICH, INTENTIONALLY SEQUENCED CURRICULUM, BOOKS, AND INSTRUCTIONAL MATERIALS - MOST AVAILABLE FOR FREE - AND BY PARTNERING WITH SCHOOLS, DISTRICTS, STATES, AND EDUCATORS NATIONWIDE TO BRING COHERENT KNOWLEDGE-BASED EDUCATION TO LIFE. SPECIFIC ACTIVITIES AND PUBLICATIONS INCLUDE: THE CORE KNOWLEDGE SEQUENCE; CURRICULUM AND ALIGNED RESOURCES IN LANGUAGE ARTS, HISTORY, SOCIAL STUDIES, SCIENCE, ARTS, AND MATH; EDUCATOR PROFESSIONAL LEARNING AND SUPPORT; AND ADVOCACY AND AWARENESS THROUGH PUBLICATIONS, CONFERENCES, AND OTHER ACTIVITIES. | Desc |
| Total Program Service Expenses | $3,941,757 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4349777550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| LINDA BEVILACQUA | |||||||
| PRESIDENT | 50.00 | Yes (X) | $217,119 | $0 | $1,514 | ||
| DANIEL FRANCK | |||||||
| DIRECTOR OF SCIENCE CURRIC | 40.00 | $141,439 | $0 | $1,176 | Yes (X) | ||
| ROSEMARY MCCORMICK | |||||||
| DIRECTOR OF PUBLICATIONS D | 40.00 | $131,560 | $0 | $1,123 | Yes (X) | ||
| KRISTEN RODRIGUEZ | |||||||
| DIRECTOR OF SCHOOL ENGAGEM | 40.00 | $120,283 | $0 | $1,130 | Yes (X) | ||
| SAMANTHA LEGARD | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $120,283 | $0 | $1,130 | Yes (X) | ||
| ILENE GOLDMAN | |||||||
| DIRECTOR OF SOCIAL STUDIES | 40.00 | $112,550 | $0 | $12,774 | Yes (X) | ||
| JOHN BALLEN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEPHEN TOMLIN | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LOUISA SPENCER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MIKE GIARLA | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BETH ANDERSON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LEWIS BLAUSTEIN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ED HIRSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN HIRSCH | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID HURWITZ | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF LITT | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRAD MILLER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARC SMITH | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $843,234 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,847 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIX RED MARBLES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 STATION LANDING SUITE 310 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PUBLICATION DEVELOPMENT | ServicesDesc |
| Compensation | $1,125,595 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,421 | AllOtherContributionsAmt |
| Total Contributions | $11,421 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL MATERIAL USAGE | 900099 | $15,756,196 | $15,756,196 |
| CONTRACT INCOME | 900099 | $2,179,253 | $2,179,253 |
| WORKSHOP REVENUE | 900099 | $175,914 | $175,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,111,363 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $743,415 | TotalRevenueColumnAmt |
| Exclusion | $743,415 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,201,517 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,207,901 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,384 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,384 | TotalRevenueColumnAmt |
| Exclusion | -$6,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,804,288 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,370,353 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,433,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,433,935 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,293,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,545,298 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $737,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,633 | TotalAmt |
| Management And General | $208,295 | ManagementAndGeneralAmt |
| Fundraising | $10,338 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722,462 | TotalAmt |
| Program Services | $59,406 | ProgramServicesAmt |
| Management And General | $1,663,056 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,171 | TotalAmt |
| Management And General | $228,171 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,794 | TotalAmt |
| Program Services | $8,053 | ProgramServicesAmt |
| Management And General | $141,959 | ManagementAndGeneralAmt |
| Fundraising | $782 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,342,009 | TotalAmt |
| Program Services | $2,998,779 | ProgramServicesAmt |
| Management And General | $343,230 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,876 | TotalAmt |
| Program Services | $39,452 | ProgramServicesAmt |
| Management And General | $51,424 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,358 | TotalAmt |
| Management And General | $256,358 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,813 | TotalAmt |
| Program Services | $90,250 | ProgramServicesAmt |
| Management And General | $148,563 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,202 | TotalAmt |
| Program Services | $1,126 | ProgramServicesAmt |
| Management And General | $3,076 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,168 | TotalAmt |
| Management And General | $59,168 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,131 | TotalAmt |
| Program Services | $89,131 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| POSTAGE AND SHIPPING | $653,754 | $652,454 | $1,300 |
| BANK FEES | $82,186 | $82,186 | |
| MAINTENANCE, REPAIRS AN | $38,874 | $339 | $38,535 |
| LICENSES AND TAXES | $17,434 | $17,434 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$36,984 | TotalAmt |
| Program Services | $2,767 | ProgramServicesAmt |
| Management And General | -$39,751 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,155,881 | TotalAmt |
| Program Services | $3,941,757 | ProgramServicesAmt |
| Management And General | $3,203,004 | ManagementAndGeneralAmt |
| Fundraising | $11,120 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,893 | BOYAmt |
| EOY | $1,034,903 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,733,998 | BOYAmt |
| EOY | $14,237,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,422 | BOYAmt |
| EOY | $1,390,463 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,807,178 | BOYAmt |
| EOY | $5,144,574 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,421 | BOYAmt |
| EOY | $9,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,024,711 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,499,258 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,592 | BOYAmt |
| EOY | $525,453 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,451,639 | BOYAmt |
| EOY | $19,304,791 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,827 | BOYAmt |
| EOY | $9,773 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,170,967 | BOYAmt |
| EOY | $11,899,036 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,066,937 | BOYAmt |
| EOY | $53,556,470 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,288 | BOYAmt |
| EOY | $136,771 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,003 | BOYAmt |
| EOY | $75,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,078,658 | BOYAmt |
| EOY | $730,142 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,582,949 | BOYAmt |
| EOY | $942,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,473,324 | BOYAmt |
| EOY | $52,606,336 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,664 | BOYAmt |
| EOY | $7,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,483,988 | BOYAmt |
| EOY | $52,614,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,066,937 | BOYAmt |
| EOY | $53,556,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,137,869 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,992,143 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,421 | CurrentTaxYearAmt |
| Total | $287,931 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,227,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,964,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,136,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,045,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,915,651 | CurrentTaxYearAmt |
| Total | $74,291,108 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,429,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,992,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,170,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,060,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,927,072 | CurrentTaxYearAmt |
| Total | $74,579,039 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,000 | CurrentTaxYearMinus1YearAmt |
| Total | $3,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,000 | CurrentTaxYearMinus1YearAmt |
| Total | $3,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $74,576,039 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $455,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $743,415 | CurrentTaxYearAmt |
| Total | $1,416,332 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $455,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $743,415 | CurrentTaxYearAmt |
| Total | $1,416,332 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,351 | CurrentTaxYearMinus1YearAmt |
| Total | $46,425 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,478,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,048,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,326,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,518,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,670,487 | CurrentTaxYearAmt |
| Total | $76,041,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98280 | PublicSupportPY509Pct |
| Investment Income CY | 0.01860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01610 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,986,255 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $444,054 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,430,309 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,843,385 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $142,870 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,986,255 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,398,645 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$555,260 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,843,385 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,769,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $628,702 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,398,645 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,600,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $289,888 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,000 | OtherExpendituresAmt |
| End Year Balance | $2,769,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,662 | OtherCostOrOtherBasisAmt |
| Book Value | $186,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $644,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $393,180 | DepreciationAmt |
| Book Value | $251,568 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,025 | DepreciationAmt |
| Book Value | $9,233 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,094,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,016,053 | DepreciationAmt |
| Book Value | $77,990 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $525,453 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSET | $612,357 |
| ROYALTY INCOME RECEIVABLE | $11,286,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,899,036 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $730,142 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $730,142 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,285,893 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,992,143 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,992,143 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,293,750 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,293,750 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,155,881 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,155,881 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,155,881 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FASB AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. |
| PART V, LINE 4: | THE BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS AS AN ENDOWMENT FUND. INVESTMENT INCOME EARNED ON THESE ASSETS IS REINVESTED IN THIS FUND. THESE FUNDS CAN BE USED TO FINANCE UNRESTRICTED OPERATIONS AS NECESSARY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BEVILACQUA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $142,119 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $75,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,514 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,633 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN HIRSCH IS THE SON OF E.D. HIRSCH. NEITHER RECEIVES COMPENSATION FOR THEIR SERVICES, OR CONDUCTS OTHER BUSINESS WITH THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE THEN PRESENTS IT TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, BOARD MEMBERS AND OFFICERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE PRESIDENT MAKES THE DETERMINATION OF WHETHER CONFLICTS EXIST AND REVIEWS ACTUAL CONFLICTS. TO REGULARLY AND CONSISTENTLY MONITOR COMPLIANCE WITH THE POLICY, ALL EMPLOYEES ARE ASKED TO SIGN A CONFIDENTIALITY AGREEMENT UPON HIRE. THEY ARE REQUIRED TO LET THE PRESIDENT KNOW OF ANY OTHER EMPLOYMENT AND IT IS AT THE DISCRETION OF THE PRESIDENT TO DETERMINE IF THERE IS A CONFLICT AND PROVIDE APPROVAL. WHEN DEALING WITH A BOARD MEMBER OR AN OFFICER, AND AD HOC COMMITTEE OF THE BOARD IS FORMED TO EXPLORE ISSUES RELATED TO THE POTENTIAL CONFLICT. THE COMMITTEE PRESENTS ITS RESEARCH TO THE BOARD AND THE BOARD MAKES A DECISION ON APPROVAL OR DISAPPROVAL. THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | MANAGEMENT, KEY EMPLOYEES AND OFFICERS' COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE BOARD DETERMINES REASONABLENESS OF COMPENSATION AMOUNTS BASED ON COMPARISON TO OTHER SIMILAR ORGANIZATIONS AND COMPARABILITY DATA. ALL DECISION ARE DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 35,258. MANAGEMENT AND GENERAL EXPENSES 255,524. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,782. PUBLICATION AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,880,396. MANAGEMENT AND GENERAL EXPENSES 87,706. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,968,102. CONSULTANTS: PROGRAM SERVICE EXPENSES 83,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,125. |
| PART XII, LINE 2C: | NO CHANGE IN OVERSIGHT PROCESS DURING THE YEAR. |
Comments