GOATEE FOUNDATION T-A TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GOATEE FOUNDATION T-A TR (EIN 34-7158309)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201431299349101108
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T10:44:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340644631 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTHALL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE ROAD SUITE 100 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441312221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347158309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOATIE FOUNDATION TA 20 -102300680120 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOAT | BusinessNameControlTxt |
| Phone | 2166895834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KEYBANK 4900 TIEDEMAN RD OH-01-49-0 | AddressLine1 |
| Address Line2 | 50 | AddressLine2 |
| City | BROOKLYN | City |
| State | OH | State |
| ZIP Code | 441442302 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SIMMONS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2166895834 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD T LASH CPA | PreparerPersonNm |
| PTIN | P00226999 | PTIN |
| Phone | 2165732330 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,100,032 | 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 | $11,802,845 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,802,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70 | 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 |
| Legal Fees Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,736,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,736,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,739,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,736,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,063,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,100,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,100,032 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $36,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,100,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,100,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $36,587 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,100,032 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,100,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,587 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,100,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,063,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,100,032 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,100,032 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84 | TotalPaymentsAndCreditsAmt |
| Overpayment | $83 | OverpaymentAmt |
| Applied To ES Tax | $83 | 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 | OH | 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 | KEYBANK NA | IndividualWithBooksNm |
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1 |
| City | BROOKLYN | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $187,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $9,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,736,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,736,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,736,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,258,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,176,462 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,247,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,378,464 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,828,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,889,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,736,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,727,259 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,616,965 | 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 | $6,258,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,358,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,176,462 | ExcessFromYear4Amt |
| Excess From Year3 | $2,247,709 | ExcessFromYear3Amt |
| Excess From Year2 | $4,378,464 | ExcessFromYear2Amt |
| Excess From Year1 | $3,828,963 | ExcessFromYear1Amt |
| Excess From Current Year | $10,727,259 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEYBANK NA TRUSTEE ATTN MICHAEL SIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE OH-01-27-1709 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166895834 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. PRIMARILY FOR EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO THE WELFARE OF CHILDREN, WOMEN AND FAMILIES, THE EXPANSION OF OPPORTUNITIES FOR WOMEN, AND THE ELIMINATION OF PREJUDICE AND DISCRIMINATION AGAINST WOMEN, BY FUNDING PROJECTS AND ENGAGING IN ACTIVITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BACH SOLOISTS | ||||||||||||
| 44 PAGE STREET SUITE 504 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $30,000 | |||||
| BEECH BROOK | ||||||||||||
| 3737 LANDER ROAD | CLEVELAND | OH | 44124 | N/A | PC | GENERAL OPERATING FUND | $35,000 | |||||
| BEMENT SCHOOL | ||||||||||||
| 94 MAIN STREET | DEERFIELD | MA | 01342 | N/A | PC | ANNUAL FUND | $20,000 | |||||
| BEMENT SCHOOL | ||||||||||||
| 94 MAIN STREET | DEERFIELD | MA | 01342 | N/A | PC | CAPITAL PROJECTS | $75,000 | |||||
| UNIVERSITY OF CALIFORNIA-BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE | ||||||||||||
| 2625 DURANT AVENUE 2250 | BERKELEY | CA | 94720 | N/A | PC | 1ST INSTALLMENT OF $5 MILLION PLEDGE NEW BUILDING PROJECT | $1,000,000 | |||||
| BERKELEY-EAST BAY HUMANE SOCIETY | ||||||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| BERKELEY PUBLIC LIBRARY FOUNDATION | ||||||||||||
| 2090 KITTREDGE STREET | BERKELEY | CA | 94704 | N/A | PC | BRANCH RENOVATION PROGRAM | $25,000 | |||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NJ | 11217 | N/A | PC | ANNUAL FUND | $75,000 | |||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NJ | 11217 | N/A | PC | IGNITE EDUCATION FUND | $75,000 | |||||
| CAL PERFORMANCES | ||||||||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | N/A | PC | CHANCELLOR'S CHALLENGE GRANT | $125,000 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | ENDANGERED SPECIES PROTECTION | $200,000 | |||||
| CHANTICLEER INC | ||||||||||||
| 44 PAGE STREET SUITE 604 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $8,000 | |||||
| CHEZ PANISSE FOUNDATION | ||||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | N/A | PC | EDIBLE SCHOOLYARD PROJECT | $10,000 | |||||
| CHRONICLE SEASON OF SHARING | ||||||||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $350,000 | |||||
| CLEVELAND MUSEUM OF ART | ||||||||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | N/A | PC | NAMING THE GUND FAMILY PAVILION 1ST OF 2YR PLEDGE | $750,000 | |||||
| DIAN FOSSEY GORRILLA FUND INTL | ||||||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | PC | ANTI-POACHING EFFORTS IN THE DEMOCRATIC REPUBLIC OF CONGO | $200,000 | |||||
| DIAN FOSSEY GORRILLA FUND INTL | ||||||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | PC | KARISOKE RESEARCH CENTER | $100,000 | |||||
| DIAN FOSSEY GORRILLA FUND INTL | ||||||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | PC | KARISOKE RESEARCH CENTER | $150,000 | |||||
| DIAN FOSSEY GORRILLA FUND INTL | ||||||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | PC | ADDITIONAL STAFF IN ROWANDA-1ST INSTALLMENT OF 4 YEAR PLDEGE | $150,000 | |||||
| DOMESTIC VIOLENCE & CHILD ADVOCACY | ||||||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | N/A | PC | GENERAL OPERATING FUND | $30,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| MR MARK PALMER 2150 ALLSTON WAY | BERKELEY | CA | 94704 | N/A | PC | DOLPHIN PROJECTS | $50,000 | SUITE 460 | ||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $570,000 | |||||
| ECOJUSTICE | ||||||||||||
| N/A | PC | PROTECT ENDANGERED SPECIES IN CANADA | $200,000 | 131 WATER STREET SUITE 214 | VANCOUVER, BC | CA | V6B 4M3 | |||||
| FARM SANCTUARY | ||||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PC | SHELTER'S IMPROVEMENT PROJECT AND HIGHEST PRIORITIES AND NEEDS | $80,000 | |||||
| GEOS INSTITUTE | ||||||||||||
| 84 FOURTH STREET | ASHLAND | OR | 97520 | N/A | PC | GENERAL SUPPORT | $55,000 | |||||
| GLOBAL GREEN USA | ||||||||||||
| 2218 MAIN STREET 2ND FLOOR | SANTA MONICA | CA | 90405 | N/A | PC | GENERAL OPERATING SUPPORT OF THE GREENING THE RUSTBELT | $36,000 | |||||
| GREENPEACE FUND INC | ||||||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $200,000 | |||||
| GREENPEACE FUND INC | ||||||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | N/A | PC | TO PROTECT HABITAT FOR ORANGUTANS IN INDONESIA | $200,000 | |||||
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | ||||||||||||
| PO BOX 518 | DEER ISLE | ME | 04627 | N/A | PC | ANNUAL FUND AND CAPITAL IMPROVEMENT PROJECT | $50,000 | |||||
| HUMANE SOCIETY OF THE US | ||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | N/A | PC | WILDLIFE ABUSE CAMPAIGN AND PROTECT GRAY WOLVES IN THE GREAT LAKES | $150,000 | |||||
| INT'L CENTER FOR PHOTOGRAPHY | ||||||||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATIONS | $125,000 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL OPERATING FUND | $100,000 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | CHALLENGE GRANT | $50,000 | |||||
| MS FOUNDATION FOR WOMEN | ||||||||||||
| 12 METROTECH CENTER 26TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | 1ST INSTALLMENT OF 3 YEAR PLEDGE | $150,000 | |||||
| NAT'L RESOURCES DEFENSE COUNCIL | ||||||||||||
| PRISCILLA BAYLEY 40 WEST 20TH | NEW YORK | NY | 10011 | N/A | PC | ROCKY MOUNTAIN WILDLIFE PROGRAM | $100,000 | STREET | ||||
| NATIONAL AUDUBON SOCIETY | ||||||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PC | AUDUBON ADVENTURES | $57,500 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | SOUTHWEST MONTANA LAND PROTECTION | $100,000 | |||||
| NINTH STREET INDEPENDENT FILM CENTER | ||||||||||||
| 145 NINTH STREET SUITE 101 | SAN FRANCISCO | CA | 94103 | N/A | PC | YOUTH MEDIA PROGRAM | $60,000 | |||||
| OAASIS | ||||||||||||
| PO BOX 2161 | PORTLAND | OR | 97208 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| OREGON WILD | ||||||||||||
| 5825 N GREELEY AVE | PORTLAND | OR | 97217 | N/A | PC | GENERAL SUPPORT | $25,000 | |||||
| OREGON SHAKESPEARE FESTIVAL | ||||||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | N/A | PC | ARTISTIC DIRECTOR'S CIRCLE | $100,000 | |||||
| OREGON SHAKESPEARE FESTIVAL | ||||||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | N/A | PC | NEW THEATRE RENAMED THE THOMAS THEATER | $1,500,000 | |||||
| OREGON SHAKESPEARE FESTIVAL | ||||||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OH | 97520 | N/A | PC | ARTISTIC DIRECTOR'S CIRCLE | $70,000 | |||||
| PHILHARMONIA BAROQUE ORCHESTRA | ||||||||||||
| COURTNEY BECK 180 REDWOOD STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | ENDOWMENT FUND | $200,000 | SUITE 200 | ||||
| PHILHARMONIA BAROQUE ORCHESTRA | ||||||||||||
| COURTNEY BECK 180 REDWOOD STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL FUND | $60,000 | SUITE 200 | ||||
| PLANNED PARENTHOOD OF NE OHIO | ||||||||||||
| 444 W EXCHANGE STREET | AKRON | OH | 44302 | N/A | PC | PATIENT ASSISTANCE FUND | $100,000 | |||||
| PLOUGHSHARES FUND | ||||||||||||
| FORT MASON CENTER BUILDING B 330 | SAN FRANCISCO | CA | 94123 | N/A | PC | GENERAL SUPPORT | $80,000 | |||||
| PRETERM | ||||||||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |||||
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | DAVID'S ARTISTIC VISION & LEADERSHIP INITIATIVES | $1,000,000 | |||||
| SEACOLOGY | ||||||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||
| THE CLEVELAND PLAYHOUSE | ||||||||||||
| 8500 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | FOR ARTS & EDUCATION PROGRAMS | $150,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | CHALLENGE GRANT | $300,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING FUND | $200,000 | |||||
| UC REGENTS | ||||||||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | N/A | PC | GENERAL SUPPORT | $200,000 | |||||
| UNIVERSITY CIRCLE INC | ||||||||||||
| 10831 MAGNOLIA DR | CD | OH | 44106 | N/A | PC | ELI ANNUAL OPERATING EXPENSES | $40,000 | |||||
| WATER WATCH OF OREGON | ||||||||||||
| 213 SW ASH STREET SUITE 208 | PORTLAND | OR | 97204 | N/A | PC | GENERAL SUPPORT | $70,000 | |||||
| WESTERN RIVERS CONSERVANCY | ||||||||||||
| 71 SW OAK STREET SUITE 100 | PORTLAND | OR | 97204 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| WESTERN RIVERS CONSERVANCY | ||||||||||||
| 71 SW OAK STREET SUITE 100 | PORTLAND | OR | 97204 | N/A | PC | FOR BLUE CREEK SALMON SANCTUARY PROJECT | $80,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | FACILITIES/EDUCATION & GLOBAL CONSERVATION PROGRAMS | $200,000 | |||||
| WORLD SOCIETY FOR THE PROTECTION OF ANIMALS | ||||||||||||
| 450 SEVENTH AVE 31ST FLOOR | NEW YORK | NY | 10123 | N/A | PC | ERADICATE BEAR BAITING IN PAKISTAN | $300,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,736,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WOMEN'S PROJECT FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK NA TRUSTEE 4900 TIEDEMA | AddressLine1 |
| City | BROOKLYN | City |
| State | OH | State |
| ZIP Code | 441442302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,802,845 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $420 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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