NATIONAL RECREATION FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL RECREATION FOUNDATION INC (EIN 13-6172514)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-19
- IRS object ID
- 201231109349100203
- Schema version
- 2011v1.2
- Note
- A later return for the same period supersedes this one.
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-19T06:27:57-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bee Bergvall & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 Easton Road / PO BOX 754 | AddressLine1 |
| City | Warrington | City |
| State | PA | State |
| ZIP Code | 18976 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136172514 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Recreation Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 8128551342 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Tony Mobley PO Box 8007 | AddressLine1 |
| City | Bloomington | City |
| State | IN | State |
| ZIP Code | 47407 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tony Mobley | Name |
| Title | Secretary/ED | Title |
| Date Signed | 2012-04-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia R Bergvall | Name |
| Phone | 2153432727 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 35747388 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 741531 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 741531 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 741531 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1000987 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11314564 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1000987 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1000987 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 46869 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 46869 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1789387 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1789387 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1742518 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 155662 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 155662 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7695 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 156363 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 156363 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 156363 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 82156 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 82156 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 82156 | TaxesAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 8510 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 8510 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 3348 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 3348 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 66426 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 66426 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 480160 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 238519 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 238519 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 233946 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1950477 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1950477 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2430637 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 238519 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 238519 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2184423 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -641250 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1550868 | NetInvestmentIncome |
| Adjusted Net Income | 1503999 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2955654 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1267877 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1267877 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 4044896 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 3697149 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 3906820 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4838081 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5312950 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5400461 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 416480 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 791310 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 785778 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 23854247 | InvestmentsOtherBOY |
| Investments Other EOY | 24417420 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 24309842 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 80782 | OtherAssetsBOY |
| Other Assets EOY | 76610 | OtherAssetsEOY |
| Other Assets EOYFMV | 76610 | OtherAssetsEOYFMV |
| Total Assets BOY | 36190140 | TotalAssetsBOY |
| Total Assets EOY | 35563316 | TotalAssetsEOY |
| Total Assets EOYFMV | 35747388 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 28040 | AccountsPayableBOY |
| Accounts Payable EOY | 1896 | AccountsPayableEOY |
| Other Liabilities BOY | 1 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 28041 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1897 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 36162099 | UnrestrictedBOY |
| Unrestricted EOY | 35561419 | UnrestrictedEOY |
| Total Net Assets BOY | 36162099 | TotalNetAssetsBOY |
| Total Net Assets EOY | 35561419 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 36190140 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 35563316 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 36162099 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -641250 | ExcessOfRevenueOverExpenses |
| Other Increases | 40570 | OtherIncreases |
| Subtotal | 35561419 | Subtotal |
| Total Net Assets Fund Balances EOY | 35561419 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1000987 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1000987 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1945748 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 33801947 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05756 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1921052 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 31644331 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06071 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2228682 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 38096802 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05850 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.17677 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05892 | AverageDistributionRatio |
| Net Noncharitable Assets | 36667867 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2160617 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 15509 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2176126 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2184423 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 15509 | InvestmentIncomeExciseTax |
| Subtotal | 15509 | Subtotal |
| Tax Based On Investment Income | 15509 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 40655 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 40655 | TotalCreditsAndPayments |
| Overpayment | 25146 | Overpayment |
| Amount Credited To Next Year | 25146 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.nationalrecreationfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tony Mobley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8128551342 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8007 | AddressLine1 |
| City | Bloomington | City |
| State | IN | State |
| ZIP Code | 47407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | true | ForeignBank |
| Name Of Foreign Country | OC | NameOfForeignCountry |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Tony Mobley | ||||||
| PO Box 8007 | Bloomington | IN | 47407 | Secretary/ED | 30.00 | 155662 |
| James R Donnelley | ||||||
| PO Box 8007 | Bloomington | IN | 47407 | Past President | 1.00 | 0 |
| Jonathan D Scott | ||||||
| PO Box 8007 | Bloomington | IN | 47407 | Treasurer | 1.00 | 0 |
| Robert A Stuart Jr | ||||||
| PO Box 8007 | Bloomington | IN | 47407 | Second VP | 1.00 | 0 |
| Francis P Pandolfi | ||||||
| PO Box 8007 | Bloomington | IN | 47407 | Vice President | 1.00 | 0 |
| Kathryn A Porter | ||||||
| PO Box 8007 | Bloomington | IN | 47407 | President | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 36667867 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1274958 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 37942825 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 37942825 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1274958 | CashDeemedCharitable |
| Net Noncharitable Assets | 36667867 | NetNoncharitableAssets |
| Minimum Investment Return | 1833393 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1833393 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15509 | TaxBasedOnInvestmentIncome |
| Total Tax | 15509 | TotalTax |
| Distributable Amount Before Adj | 1817884 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1817884 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1817884 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2184423 | ExpensesAndContributions |
| Qualifying Distributions | 2184423 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 15509 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2168914 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1817884 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 346965 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 353287 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 276097 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 976349 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2184423 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1817884 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 366539 | RemainingDistriFromCorpus |
| Total Corpus | 1342888 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1342888 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 346965 | ExcessFromYear3 |
| Excess From Year2 | 353287 | ExcessFromYear2 |
| Excess From Year1 | 276097 | ExcessFromYear1 |
| Excess From Current Year | 366539 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Namaste Charter School | |||||||
| 3737 S Paulina Street | Chicago | IL | 60609 | none | 501c(3) | To support the academic and wellness programs for the students. | $30,000 |
| Haven for Hope of Bexar County | |||||||
| One Haven for Hope Way | San Antonio | TX | 78207 | none | 501c(3) | To support their programs assisting homeless men, women and children. | $50,000 |
| USTA Serves Inc | |||||||
| 70 West Red Oak Lane | White Plains | MA | 10604 | none | 501c(3) | To support the Adopt-a-Unit Program | $112,500 |
| Latino Theater Company | |||||||
| 514 S Spring Street | Los Angeles | CA | 90013 | none | 501c(3) | To support the Summer Conservatory for Dance program | $75,000 |
| SOS Outreach | |||||||
| 910 Nottingham N-12 | Avon | CO | 81632 | none | 501c(3) | To support the University Program | $30,000 |
| North Texas Public Broadcasting | |||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | none | 501c(3) | To support the Healthy Families Initiative | $30,000 |
| Stonington Community Center | |||||||
| 28 Cutler Street | Stonington | CT | 06378 | none | 501c(3) | To support the establishment of a new arts center. | $30,000 |
| The MGR Foundation | |||||||
| 6348 N Milwaukee Avenue | Chicago | IL | 60646 | none | 501c(3) | To support the Team M3: Chicago Student Mentor Run Program | $30,000 |
| Youth and Community Services | |||||||
| 9 East 89th Street | New York | NY | 10128 | none | 501c(3) | To support the African Runners Art Exhibit. | $30,000 |
| Outward Bound Bay Area Center | |||||||
| 1539 Pershing Dr | San Francisco | CA | 94129 | none | 501c(3) | To support student participation in 3-5 day urban or wilderness courses. | $30,000 |
| Board of Trustees of the Univ of IL | |||||||
| 1603 West Taylor Street | Chicago | IL | 60612 | none | 501c(3) | To support the planning, preparation and implementation of a series of peace conferences. | $30,000 |
| Volunteers of America NNE | |||||||
| 14 Maine Street | Brunswick | ME | 04011 | none | 501c(3) | To support Camp Postcard. | $30,000 |
| Sequor Foundation | |||||||
| PO Box 550 | Marshall | TX | 75671 | none | 501c(3) | To support the Afterschool Alliance Program. | $30,000 |
| TCU Institute of Child Development | |||||||
| TCU Box 298920 | Fort Worth | TX | 76129 | none | 501c(3) | To support the implementation of a comprehensive training program for children's residential care centers, community agencies, and other professionals who support at-risk children | $125,000 |
| Greater Newark Conservancy | |||||||
| 972 Broad Street 8th Floor | Newark | NJ | 07102 | none | 501c(3) | To support the Youth Garden and Nutrition Initiative | $30,000 |
| Focus Hope | |||||||
| 1355 Oakman Blvd | Detroit | MI | 48238 | none | 501c(3) | To expand the Focus:Hope after school program and summer camp | $50,000 |
| Cristo Rey Jesuit High School | |||||||
| 420 S Chester Steet | Baltimore | MD | 21231 | none | School | To support the Healthy Lifestyles pilot program | $47,092 |
| Boys Girls Clubs of Lake County | |||||||
| 724 S Genesee Street | Waukegan | IL | 60085 | none | 501c(3) | To support the Triple Play Program | $30,000 |
| Boys Girls Clubs of Gulf Coast | |||||||
| 11975-B Seaway Road | Gulfport | MS | 39503 | none | 501c(3) | To support the Triple Play Program, with the future goal of expanding the program to all youth served on the Mississippi Gulf coast | $30,000 |
| Big Brothers Big Sisters - Metro De | |||||||
| 23077 Greenfield Rd Ste 430 | Southfield | MI | 48075 | none | 501c(3) | To support the Sports Buddies Program | $100,000 |
| Urban Youth Ministries | |||||||
| PO Box 11295 | Denver | CO | 80211 | none | 501c(3) | To support programs seeking to fill the gap in parenting resources that exist in single parent households of at-risk youth in the Denver area. | $25,000 |
| Neighborhood Youth Association | |||||||
| 1016 Pleasant View Ave | Venice | CA | 90291 | none | 501c(3) | To support the NYA Personal Best Program which assists the prevention of anti-social behavior and encourages proactive lifestyles and healthy values for at-risk youth. | $35,000 |
| National Recreation Parks Admin | |||||||
| 22337 Belmot Ridge Road | Ashburn | VA | 20148 | none | 501c(3) | To support the development and expansion of community gardens within urban settings | $106,500 |
| Cranbrook Education Community | |||||||
| PO Box 801 | Bloomfield Hills | MI | 48303 | none | 501c(3) | To support the newly created mentoring program and the Exercise, Gardening and Reading program | $129,090 |
| Colorado UpLIFT | |||||||
| 3914 King Street | Denver | CO | 80211 | none | 501c(3) | To support their five program areas: character education, arts, professional development, sports, cooking, outdoor recreation, team building and mentoring | $405,000 |
| Camp for All Foundation | |||||||
| 10500 Northwest Freeway Suite 220 | Houston | TX | 77092 | none | 501c(3) | To support the Camp For All program through enhancing ropes challenge course, and increasing the number of participant who can simultaneously use the course | $38,000 |
| Audubon Colorado | |||||||
| 1966 13th Street Suite 230 | Boulder | CO | 80302 | none | 501c(3) | To support the environmental education program in southwest Colorado. | $25,000 |
| American Trauma Society | |||||||
| 2 Flowers Drive | Mechanicsburg | PA | 17050 | none | 501c(3) | To fund the production of materials and continued development of the "I'm Ready" program | $30,000 |
| Russell Byers Charter School | |||||||
| 1911 Arch Street | Philadelphia | PA | 19103 | none | 501c(3) | To support the Healthy Leaders Program and the ABC Leadership Program | $107,295 |
| Trust of Public Lands | |||||||
| 20 Community Place 2nd Floor | Morristown | NJ | 07960 | none | 501c(3) | To support the Parks for People project that will build four new play spaces for the youth of Newark and implement a sustainable stewardship strategy for these sites. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1950477 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $741,531 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,000,987 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $46,869 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,789,387 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1789387 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $7,695 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Corporate Bonds | NameOfBond |
| EOY Book Value | 791310 | EOYBookValue |
| EOYFMV | 785778 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Stocks | NameOfStock |
| EOY Book Value | 5312950 | EOYBookValue |
| EOYFMV | 5400461 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 3697149 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 3906820 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Other Securities | FMV | 4383286 | 4415885 |
| Mutual Funds | FMV | 13734134 | 14335959 |
| Alternate Investments | FMV | 6300000 | 5557998 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued Income | Description |
| BOY Book Value | 80782 | BOYBookValue |
| EOY Book Value | 76610 | EOYBookValue |
| EOYFMV | 76610 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Web site | 180 | 180 |
| Office Supplies | 2948 | 2948 |
| Miscellaneous | 4479 | 4479 |
| Insurance | 3283 | 3283 |
| Grad Student | 19216 | 19216 |
| Donations | 5000 | 5000 |
| Book Design | 13500 | 13500 |
| Board Meeting | 17820 | 17820 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 46869 | RevenueAndExpensesPerBooks |
| Net Investment Income | 46869 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Gains Distribution | Description |
| Amount | $40,570 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| BOY Book Value | 1 | BOYBookValue |
| EOY Book Value | 1 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Investment Fees | $138,395 | 138395 | 138395 | 0 |
| Bank Fees | $17,968 | 17968 | 17968 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Foreign Tax | $34,568 | 34568 | 34568 |
| Excise Taxes | $47,588 | 47588 | 47588 |
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