PETRA FOUNDATION CHARITABLE TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PETRA FOUNDATION CHARITABLE TRUST (EIN 04-6603552)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349304982
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-14T14:58:03-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042206126 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 CHURCH STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046603552 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRA FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETR | NameControl |
| Phone | 2126656673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 DUKE ELLINGTON BLVD NO 16 C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEG FIDLER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2126656673 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MASCI | Name |
| PTIN | P00219119 | PTIN |
| Phone | 6173570100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MEG FIDLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 DUKE ELLINGTON BLVD | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 234767 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PETRAFOUNDATION.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION ACHIEVES ITS MISSION BY ENCOURAGING AND SUPPORTING INDIVIDUALS WHO ARE WORKING IN ISOLATION AND WITHOUT PUBLICITY, GAINING ITS FELLOWS NATIONAL RECONGNITION AND WELCOMING THEM TO A LARGER NETWORK OF OTHER LEADERS AND ACTIVISTS TO STRENGTHEN THEIR EFFORTS IN THE AREA OF CIVIL AND HUMAN RIGHTS AND SOCIAL JUSTICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 145297 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 233417 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10406 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1350 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 49768 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 205471 | TotalRevenuePriorYear |
| Total Revenue Current Year | 234767 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 30000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 72500 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 78422 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 20473 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 112567 | OtherExpensePriorYear |
| Other Expenses Current Year | 124653 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 215067 | TotalExpensesPriorYear |
| Total Expenses Current Year | 233075 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9596 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1692 | RevenuesLessExpensesCY |
| Total Assets BOY | 139102 | TotalAssetsBOY |
| Total Assets EOY | 140630 | TotalAssetsEOY |
| Total Liabilities BOY | 2678 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 150 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 136424 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 140480 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATIONS PRIMARY PURPOSE IS TO SUSTAIN THE TRAJECTORY OF PETRA TOLLE SHATTUCK'S LIFE BY HONORING UNSUNG INDIVIDUALS MAKING DISTINCTIVE CONTRIBUTIONS TO THE RIGHTS, AUTONOMY AND DIGNITY OF OTHERS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 174070 | Expense |
| Grants | 30000 | Grants |
| Description | WELCOMING INDIVIDUALS TO A NATIONAL NETWORK OF LEADERS SKILLED IN LEGAL REDRESS, PUBLIC EDUCATION, ADVOCACY AND POLICYMAKING, THE PETRA FOUNDATION IS STRENTHENING CIVIL AND HUMAN RIGHTS IN THE U.S. AND BUILDING THE BASE OF CIVIL PARTICIPATION FOR SOCIAL JUSTICE AND LASTING CHANGE. | Description |
| Total Program Service Expense | 174070 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEG FIDLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2126656673 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 DUKE ELLINGTON BLVD APT 16C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RICHARD BALZER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ANN BEAUDRY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DREW DAYS III | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PREBLE JAQUES | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| KAY KOHL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOHN SHATTUCK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| GINA WOMACK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| AARON ZIMMERMAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PETER SHATTUCK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CHUCK MUCKENFUSS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| NANCY GERTNER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MEG FIDLER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 72500 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 72500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 233417 | GovernmentGrants |
| Total Contributions | 233417 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1350 | TotalRevenueColumn |
| Exclusion | $1,350 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 234767 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,350 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72500 | Total |
| Program Services | 43500 | ProgramServices |
| Management And General | 18000 | ManagementAndGeneral |
| Fundraising | 11000 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5922 | Total |
| Program Services | 3554 | ProgramServices |
| Management And General | 1480 | ManagementAndGeneral |
| Fundraising | 888 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7055 | Total |
| Program Services | 5291 | ProgramServices |
| Management And General | 1058 | ManagementAndGeneral |
| Fundraising | 706 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4382 | Total |
| Fundraising | 4382 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10908 | Total |
| Program Services | 8181 | ProgramServices |
| Management And General | 1636 | ManagementAndGeneral |
| Fundraising | 1091 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383 | Total |
| Program Services | 288 | ProgramServices |
| Management And General | 57 | ManagementAndGeneral |
| Fundraising | 38 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LEADERSHIP NETWORK | 75348 | 63323 | 10000 | 2025 |
| OUTREACH AND PUBLIC EDU | 23605 | 17704 | 5901 | |
| TELEPHONE | 2972 | 2229 | 400 | 343 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233075 | Total |
| Program Services | 174070 | ProgramServices |
| Management And General | 38532 | ManagementAndGeneral |
| Fundraising | 20473 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44712 | BOY |
| EOY | 45522 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445 | BOY |
| EOY | 180 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3869 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2560 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1692 | BOY |
| EOY | 1309 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87253 | BOY |
| EOY | 89619 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 4000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139102 | BOY |
| EOY | 140630 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2678 | BOY |
| EOY | 150 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2678 | BOY |
| EOY | 150 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136424 | BOY |
| EOY | 140480 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136424 | BOY |
| EOY | 140480 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139102 | BOY |
| EOY | 140630 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1692 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2364 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 139947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 193516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 125341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 167157 | CurrentTaxYear |
| Total | 811822 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 139947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 193516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 125341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 167157 | CurrentTaxYear |
| Total | 811822 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 811822 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23451 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1350 | CurrentTaxYear |
| Total | 32054 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23451 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1350 | CurrentTaxYear |
| Total | 32054 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12395 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24449 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66260 | CurrentTaxYear |
| Total | 141910 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175793 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 221629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206131 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 147466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234767 | CurrentTaxYear |
| Total | 985786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82350 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.82730 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03250 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3869 | InvestmentCostOrOtherBasis |
| Depreciation | 2560 | Depreciation |
| Book Value | 1309 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1309 | TotalOfBookValueLandBuildings |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FELLOWSHIP AWARDS | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 30000 | AmountOfCashGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI | THE EXECUTIVE COMMITTEE REVIEWS THE SALARY LEVEL OF THE EXECUTIVE DIRECTOR USING COMPARABLES OF OTHER FOUNDATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND DISCUSSED BY THE OFFICERS FOR ACCURACY PRIOR TO BEING SIGNED. | |
| FORM 990, PART VI, SECTION B, LINE 12 | THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT LEAST ANNUALLY AT BOARD MEETINGS, AND DISCLOSURE OF ANY POTENTIAL CONFLICTS IS SOUGHT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,364. | CHANGES IN NET ASSETS OR FUND BALANCES: |