EXCELERATE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EXCELERATE FOUNDATION INC (EIN 52-1772345)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-03-03
- IRS object ID
- 202610629349100121
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T12:54:08-08:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942771548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholson & Olson CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 729 Sunrise Avenue Suite 303 | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521772345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELERATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 9165868444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 IRON POINT CIRCLE 140 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ALEX SLOAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles A Nicholson | PreparerPersonNm |
| PTIN | P00410549 | PTIN |
| Phone | 9167867997 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,372,935 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $205,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,977 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $372,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,156,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $372,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $578,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578,618 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $212,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $212,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $191 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $191 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,863 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,863 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,936 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $14,507 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,564 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $246,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $409,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $409,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $655,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $522,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,565 | CashBOYAmt |
| Cash EOY | $201,741 | CashEOYAmt |
| Cash EOYFMV | $201,741 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,002,383 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $693,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $693,038 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,965,426 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,448,427 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,448,427 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,574,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,239,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,239,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $812,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $768,148 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $768,148 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $19,619 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,608 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,608 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,594,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,372,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,372,935 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $572 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,176 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,176 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,593,690 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,370,759 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,593,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,370,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,594,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,372,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,593,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,074 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,475,616 | SubtotalAmt |
| Other Decreases | $104,857 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,370,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK | P | 2025-09-30 | 2025-09-30 | $82,548 | $63,485 | $19,063 | $19,063 |
| US BANK | P | 2000-09-30 | 2025-09-30 | $1,074,299 | $720,721 | $353,578 | $353,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $372,641 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,269 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,269 | SubtotalAmt |
| Tax Based On Investment Income | $7,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,088 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,088 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,819 | OverpaymentAmt |
| Applied To ES Tax | $1,819 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | excelerate-foundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORE 4 FINANCIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165868444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 IRON POINT CIRCLE 140 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN ALEX SLOAN | ||||||
| 50 IRON POINT CIRCLE 140 | FOLSOM | CA | 95630 | President | 10.00 | $60,500 |
| ERNEST LEWIS | ||||||
| 50 IRON POINT CIRCLE 140 | FOLSOM | CA | 95630 | Board Member | 6.00 | $50,500 |
| EDWARD DADAKIS | ||||||
| 50 IRON POINT CIRCLE 140 | FOLSOM | CA | 95630 | Treasurer | 6.00 | $50,500 |
| FARAH PANDITH | ||||||
| 50 IRON POINT CIRCLE 140 | FOLSOM | CA | 95630 | Secretary | 6.00 | $50,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,797,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,029,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,029,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,879,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,269 | TotalTaxAmt |
| Distributable Before Adj | $486,693 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $486,693 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $486,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $655,554 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $655,554 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $486,693 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $157,070 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,860 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $472,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $655,554 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $486,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $168,861 | RemainingDistriFromCorpusAmt |
| Total Corpus | $641,646 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $157,070 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $484,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,206 | ExcessFromYear4Amt |
| Excess From Year3 | $91,860 | ExcessFromYear3Amt |
| Excess From Year2 | $98,064 | ExcessFromYear2Amt |
| Excess From Year1 | $89,585 | ExcessFromYear1Amt |
| Excess From Current Year | $168,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDSLifeCycle | |||||||
| PO Box 6000 | San Francisco | CA | 94160 | n/a | 501(c)(3) | Sponsor riders of a cycling event, which raises funds for SF AIDS Foundation and community. | $15,500 |
| Transportation Association of Green | |||||||
| 13 Riverside Avenue | Riverside | CT | 06878 | n/a | 501(c)(3) | General program support of the organization and to help meet budget shortfall. Organization specializes in transportation services for elderly disabled individuals and transportation for the disadvantaged of all ages. | $15,000 |
| UC Davis Foundation | |||||||
| 1460 Drew Ave Ste 100 | Davis | CA | 95616 | n/a | 501(c)(3) | Grants to support staffing budgets of a specific program, as well as general program support for campus and public arboretum operations. | $90,000 |
| Greenwich Point Conservancy | |||||||
| PO Box 377 | Old Greenwich | CT | 06870 | n/a | 501(c)(3) | Sponsor for annual fundraising event to support the renovation of historic buildings in town. | $7,500 |
| Glenville Volunteer Fire Company No | |||||||
| 266 Glenville Road | Greenwich | CT | 06831 | n/a | 501(c)(3) | Support for fundraising event for volunteer firefighter company. | $10,000 |
| National AIDS Memorial GroveLight | |||||||
| PO Box 2270 | San Francisco | CA | 94126 | n/a | 501(c)(3) | Sponsorship of the annual Light in the Grove fundraising event for organization that provides, in perpetuity, a place of remembrance so that the lives of people who died from AIDS are not forgotten and the story is known by future generations. | $15,000 |
| Muhammad Ali Center | |||||||
| 144 N MTh St | Louisville | KY | 40202 | n/a | 501(c)(3) | Fundraiser event sponsorship for organization whose charter is to mobilize Muhammad Ali's legacy to foster respect, inspire generations of changemakers, and advance social justice. | $46,000 |
| We Are Family Foundation | |||||||
| 163 Amsterdam Ave 1417 | New York | NY | 10023 | n/a | 501(c)(3) | Grant for "Youth to the Front" program to support the organization's thats dedicated to the vision of a global family by creating and supporting programs that promote cultural diversity while nurturing and mentoring the vision, talents, and ideas of young people who are positively changing the world. | $55,000 |
| Give us the Floor | |||||||
| 465 Montgomery Blvd Ste 1040 | San Francisco | CA | 94104 | n/a | 501(c)(3) | General support for organization that is helping teens deal with distress though unique peer support groups. | $15,000 |
| Icahn School of Medicine at Mt Sina | |||||||
| One Gustave L Levy Place - Box 1223 | New York | NY | 10029 | n/a | 501(c)(3) | Support for annual fundraising event. This organization seeks to help both prevent prostrate cancer and improve the qualify of life for those in treatment. | $10,000 |
| The Transgender District | |||||||
| 1067 Market St Ste 2001 | San Francisco | CA | 94103 | n/a | 501(c)(3) | Grant to support for core programs for organization that create a thriving environment that fosters the rich history, culture, legacy and empowerment of transgender people. | $50,000 |
| United Way of Greenwich | |||||||
| 500 W Putnam Ave | Greenwich | CT | 06830 | n/a | 501(c)(3) | Support the Early Childhood Achievement Gap solutions, helping at-risk students | $50,000 |
| GLORIA Great Basin | |||||||
| 111 Henderson Street | Bozeman | MT | 59715 | n/a | 501(c)(3) | Support for scholarships. Organization enables youngsters from under represented groups to study effects of climate change along side professionals in the field. | $10,000 |
| Memorial Sloan Kettering Foundation | |||||||
| 885 Second Ave 7th Floor | New York | NY | 10017 | n/a | 501(c)(3) | Sponsor of rider raising money for cancer research. | $1,000 |
| Greenwich Town Party | |||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | n/a | 501(c)(3) | Grant to offset the costs of a public function put on by the town's non-profit organization. | $6,000 |
| George Mason University Foundation | |||||||
| 4400 Univeristy Drive | MS A Fairfax | VA | 22030 | n/a | 501(c)(3) | Grant to support organization whose mission it is to drive diversity into the field of national security. | $12,000 |
| AIDS Walk San Francisco | |||||||
| 273 9th St | San Francisco | CA | 94103 | n/a | 501(c)(3) | Sponsor participant for annual AIDS walk, helping to raise money for HIV and aging research. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $409,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $372,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $578,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $578,618 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,863 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,863 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $768,148 | EOYBookValueAmt |
| EOYFMV | $768,148 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,239,973 | EOYBookValueAmt |
| EOYFMV | $6,239,973 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,448,427 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,448,427 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $191 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $191 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $19,619 | BOYBookValueAmt |
| EOY Book Value | $21,608 | EOYBookValueAmt |
| EOYFMV | $21,608 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GRANTS RELATED EXPENSES | $3,462 | $3,462 |
| INSURANCE | $3,272 | $3,272 |
| OFFICE EXPENSE | $1,132 | $1,132 |
| TAXES | $14,507 | $14,507 |
| WEBSITE HOSTING | $191 | $191 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING - SPECIAL PROJECTS | $178 | $0 | $0 | $178 |
| GRANT ADMINISTRATION | $1,758 | $0 | $0 | $1,758 |
| INVESTMENT FEES | $41,138 | $41,138 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Net Investment Income | $14,507 | NetInvestmentIncomeAmt |
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