SIEMENS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIEMENS FOUNDATION (EIN 52-2136074)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202602269349100325
- Schema version
- 2024v5.5
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T14:49:44-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | 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 | 522136074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEMENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEM | BusinessNameControlTxt |
| Phone | 7329063809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ETZWILER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7329063809 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA SEWARD | PreparerPersonNm |
| PTIN | P02145103 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| 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 | $86,325,212 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,008,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,008,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,263,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,751,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,263,139 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,870 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,870 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,712,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,312,929 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $567,422 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $567,422 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $340,214 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $340,214 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,945 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $68,945 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,734 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,734 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $401,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $199,687 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $201,549 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $71,029 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,936 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,936 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,621,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,376,874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,203,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,465,699 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,824,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,842,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,888,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,113,242 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,048,531 | CashBOYAmt |
| Cash EOY | $1,126,491 | CashEOYAmt |
| Cash EOYFMV | $1,126,491 | CashEOYFMVAmt |
| US Government Obligations BOY | $788,702 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $635,096 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $635,096 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $75,457,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,524,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,524,273 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $41,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,352 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,352 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $78,335,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,325,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,325,212 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $380,471 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $209,971 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,686,799 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,160,229 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,067,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,370,200 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,268,239 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $83,955,012 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,268,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,955,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,335,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,325,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,268,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,888,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,798,552 | OtherIncreasesAmt |
| Subtotal | $83,955,012 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,955,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST | PropertyDesc |
| Gross Sales Price | $28,751,257 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,488,118 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,263,139 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,263,139 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,263,139 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $140,910 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $140,910 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,630 | EsPenaltyAmt |
| Overpayment | $96,006 | OverpaymentAmt |
| Applied To ES Tax | $96,006 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 | WWW.SIEMENS-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | OUSSAMA CHALHOUB | IndividualWithBooksNm |
| Phone | 4073536102 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3850 QUADRANGLE BLVD SUITE 100 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32817 | ZIPCd |
| 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID ETZWILER | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CEO | 36.00 | $567,422 | $0 | $0 |
| BARBARA HUMPTON | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| NICOLA BATES | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | TREASURER | 2.00 | $0 | $0 | $0 |
| ROBERT MIGNELLA | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RANDI ROSENBERG | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | ASST SECRETARY | 2.00 | $0 | $0 | $0 |
| DAVID PACITTI | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DENISE QUARLES | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUAN CANTU | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN KOWALL | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RUTH GRATZKE | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| VIRGINIE MAILLARD | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DICKSON HENRY MERCER | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENIFFER HARPER TAYLOR | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 40.00 | $248,166 | $0 | $0 |
| CRYSTAL BRIDGEMAN | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM MANAGER | 40.00 | $188,072 | $0 | $0 |
| RENEE MOLLOY | ||||||||
| 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | PROGRAM COORDINATOR | 40.00 | $173,392 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERNATIONAL SCHOLARSHIP | |||||
| 40 BURTON HILLS BOULEVARD | NASHVILLE | TN | 37217 | PROGRAM ADMINISTRATION | $271,500 |
| NATIONAL MERIT SCHOLARSHIP | |||||
| 1560 SHERMAN AVENUE | CHICAGO | IL | 60693 | PROGRAM ADMINISTRATION | $206,616 |
| NORTHERN TRUST | |||||
| 3282 NORTHSIDE PKWAY NW SUITE 100 | ATLANTA | GA | 30327 | INVESTMENT MANAGEMENT FEES | $196,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $77,628,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,977,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,606,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,606,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,194,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,412,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,920,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,920,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,274 | TotalTaxAmt |
| Distributable Before Adj | $3,877,328 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,877,328 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,877,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,842,573 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,842,573 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,877,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,602,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,809,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,065,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,984,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,289,891 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,751,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,842,573 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,877,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,965,245 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,716,912 | 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 | $5,602,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,114,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,809,995 | ExcessFromYear4Amt |
| Excess From Year3 | $3,065,055 | ExcessFromYear3Amt |
| Excess From Year2 | $3,984,680 | ExcessFromYear2Amt |
| Excess From Year1 | $5,289,891 | ExcessFromYear1Amt |
| Excess From Current Year | $1,965,245 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEMENS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7329063809 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION NO LONGER AWARDS NEW SCHOLARSHIPS TO INDIVIDUALS. HOWEVER, DURING THE YEAR PAYMENTS ARE MADE WITH RESPECT TO SCHOLARSHIPS THAT WERE AWARDED IN PRIOR YEARS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 200061202 | PC | EV WORKFORCE RAPID RESPONSE FUND | $1,300,000 | |
| CAREER PATH SCHOLARSHIP | |||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37217 | I | SCHOLARSHIPS | $93,000 | N/A |
| CHOOSE HEALTHY LIFE | |||||||
| 525 WESTLAKE DRIVE | EAST STROUDSBURG | PA | 183026736 | PC | HEALTH DISPARITIES IN UNDERSERVED COMMUNITIES | $250,000 | |
| ELECTRIC VEHICLE INFRASTRUCTURE TRAINING PROGRAM | |||||||
| 811 N MAIN STREET | ROYAL OAK | MI | 480671825 | PC | EV WORKFORCE COLLABORATIVE PROJECT | $1,556,899 | |
| FOUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH STREET | BOSTON | MA | 021112746 | PC | SPONSOR - FURTHER TOGETHER CONFERENCE | $25,000 | |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | PC | PARTNERSHIP TO ADVANCE YOUTH APPRETICESHIP | $1,100,000 | |
| NORTH CAROLINA BUSINESS COMMITTEE FOR EDUCATION | |||||||
| 116 W JONES STREET | RALEIGH | NC | 276031335 | PC | EV CHARGING PRE & APPRENTICESHIP DEVELOPMENT | $140,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,465,699 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 200061202 | PC | EV WORKFORCE RAPID RESPONSE FUND | $450,000 | |
| CAREER PATH SCHOLARSHIP | |||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37217 | I | SCHOLARSHIPS | $206,500 | N/A |
| CHOOSE HEALTHY LIFE | |||||||
| 525 WESTLAKE DRIVE | EAST STROUDSBURG | PA | 183026736 | PC | HEALTH DISPARITIES IN UNDERSERVED COMMUNITIES | $250,000 | |
| ELECTRIC VEHICLE INFRASTRUCTURE TRAINING PROGRAM | |||||||
| 811 N MAIN STREET | ROYAL OAK | MI | 480671825 | PC | EV WORKFORCE COLLABORATIVE PROJECT | $532,083 | |
| NATIONAL MERIT SCHOLARSHIPS | |||||||
| 1360 SHERMAN AVENUE | CHICAGO | IL | 60693 | I | SCHOLARSHIPS | $237,282 | N/A |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | PC | PARTNERSHIP TO ADVANCE YOUTH APPRETICESHIP | $1,000,000 | |
| NORTH CAROLINA BUSINESS COMMITTEE FOR EDUCATION | |||||||
| 116 W JONES STREET | RALEIGH | NC | 276031335 | PC | EV CHARGING PRE & APPRENTICESHIP DEVELOPMENT | $280,585 | |
| WAKE TECHNICAL COMMUNITY COLLEGE | |||||||
| 9101 FAYETTEVILLE RD | RALEIGH | NC | 27603 | PC | INCREASE APPRENTICESHIP DEVELOPMENT FOR ELECTRICAL JOBS | $1,290,888 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,247,338 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,008,920 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,263,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,312,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,312,929 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIEMENS CORPORATION | ||||||
| 1 | 200 WOOD AVENUE SOUTH | ISELIN | NJ | 08830 | $3,500,000 | Yes (X) |
| SIEMENS MEDICAL SOLUTIONS USA INC | ||||||
| 2 | 40 LIBERTY BOULEVARD | MALVERN | PA | 19355 | $1,900,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING FEES | CategoryTxt |
| Amt | $44,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,900 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $635,096 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $635,096 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST CONSOLIDATED - FUNDS -COMMON STOCK | FMV | $22,303,388 | $22,303,388 |
| NORTHERN TRUST CONSOLIDATED - EQUITIES ETF | FMV | $37,725,927 | $37,725,927 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - CORPORATE BONDS | FMV | $7,042,284 | $7,042,284 |
| NORTHERN TRUST CONSOLIDATED - FIXED INCOME ETF | FMV | $7,845,705 | $7,845,705 |
| NORTHERN TRUST CONSOLIDATED - FUNDS - REAL ESTATE | FMV | $1,540,918 | $1,540,918 |
| NORTHERN TRUST CONSOLIDATED - MISCELLANEOUS | FMV | $4,000,000 | $4,000,000 |
| NORTHERN TRUST CONSOLIDATED - COMMON STOCK | FMV | $4,057,763 | $4,057,763 |
| NORTHERN TRUST - CURRENCY | FMV | $8,288 | $8,288 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,734 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,734 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $41,205 | BOYBookValueAmt |
| EOY Book Value | $39,352 | EOYBookValueAmt |
| EOYFMV | $39,352 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CELLULAR TECHNOLOGY EXPENSE | $5,314 | $0 | $5,314 |
| MEMBERSHIPS | $5,823 | $0 | $5,823 |
| MISCELLANEOUS | $3,013 | $0 | $3,013 |
| OFFICE EXPENSES | $8,719 | $0 | $8,719 |
| POSTAGE | $1,276 | $0 | $1,276 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC CASH RECEIPTS | Desc |
| Revenue And Expenses Per Books | $40,870 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,870 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,798,552 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVEST TRANSACTION CHARGES | $453 | $453 | $0 |
| INVESTMENT MANAGEMENT FEES | $196,713 | $196,713 | $0 |
| ADDITIONAL INVESTMENT EXPENSE | $2,521 | $2,521 | $0 |
| OTHER PROFESSIONAL FEES | $201,549 | $0 | $201,549 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $69,059 | $0 | $69,059 |
| FEDERAL EXCISE TAXES | $44,904 | $0 | $0 |
| OTHER TAXES | $1,970 | $0 | $1,970 |
Comments