CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION (EIN 13-1623924)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-08
- IRS object ID
- 202620989349100212
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-08T11:33:34-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT OF TEACHING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 6505665100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY KNOWLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6505665100 | PhoneNum |
| Signature | 2026-04-08 | 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 | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2026-04-08 | PreparationDt |
| 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 | $166,054,258 | 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 | $8,007,178 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,635 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $93,635 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,881,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,881,817 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,881,817 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $60,272 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $60,272 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $60,272 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $12,571 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,573,610 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,373,956 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,068,551 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,595 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,068,551 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,685,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,046,319 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,104,275 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,066,827 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,066,827 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,979,968 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,979,968 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,545,215 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,545,215 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,838 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $55,838 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,902,801 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,724,947 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $371,710 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $343,546 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $343,546 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,240,370 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,240,370 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,521 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $9,521 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $738,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,701 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $47,701 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $690,734 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,254,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $225,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $47,701 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,656,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,654,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $225,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $47,701 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,056,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,969,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,820,764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,056,574 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,599,328 | CashBOYAmt |
| Cash EOY | $1,475,342 | CashEOYAmt |
| Cash EOYFMV | $1,475,342 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,968,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,815,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,815,443 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,379,332 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,730,454 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,379,332 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,379,332 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $10,563,729 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $12,906,568 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $10,563,729 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $10,563,729 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $506,472 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $116,888 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $116,888 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $118,659,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,219,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $130,219,335 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,533,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,610,428 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,215,301 | LandBOYAmt |
| Land EOY | $8,922,654 | LandEOYAmt |
| Land EOYFMV | $8,922,654 | LandEOYFMVAmt |
| Other Assets BOY | $526,670 | OtherAssetsBOYAmt |
| Other Assets EOY | $561,535 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $561,535 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $158,113,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,054,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,054,258 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,042,319 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,078,928 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,400,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $688 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $1,867,941 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,846,799 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,910,948 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,325,727 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,271,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,566,597 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $137,930,772 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $144,161,934 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,202,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,728,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,113,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $166,054,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,202,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,969,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,495,360 | OtherIncreasesAmt |
| Subtotal | $161,728,531 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $161,728,531 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-02-26 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
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 | Yes (true) | 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 | WWW.CARNEGIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRAD JEWELL | IndividualWithBooksNm |
| Phone | 6505665100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | 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 |
| 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 (20 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE TAVENNER | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| JANELLE SCOTT | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ODILE DISCH-BHADKAMKAR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT HUGHES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JORGE AGUILAR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RUSSLYNN ALI | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SYDNEE DICKSON | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALEJANDRO HERNANDEZ | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| YO YO MA | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AARON RASMUSSEN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DOUGLAS SHULMAN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NICOLE TAYLOR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW HO - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SONJA SANTELISES - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TIMOTHY KNOWLES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | PRESIDENT | 40.00 | $795,675 | $180,333 | $0 |
| DOUGLAS MIHOK - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | CONTROLLER | 40.00 | $57,402 | $13,138 | $0 |
| BROOKE STAFFORD-BRIZARD - VP FOR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | INNOVATION & | 40.00 | $345,000 | $33,759 | $0 |
| DIEGO ARAMBULA - VP FOR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | EDUCATION TR | 40.00 | $345,000 | $54,733 | $0 |
| KITO CETRULO - MANAGING DIRECTOR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | OF COMMUNICA | 40.00 | $250,000 | $55,599 | $0 |
| KEICY TOLBERT | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | VP, ADMINIST | 40.00 | $273,750 | $58,523 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| BARBARA SHREVE - MANAGING DIRECTOR | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | IMPROVEMENT | 40.00 | $209,260 | $25,111 |
| PATRICIA BALANA - MANAGING DIRECTOR | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | GRAD PARTNER | 40.00 | $206,876 | $24,825 |
| NORMA MING - MANAGING DIRECTOR | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | EVIDENCE & I | 40.00 | $214,402 | $15,409 |
| STEVE GIUSTI - DIRECTOR OF | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | IT & FACILIT | 40.00 | $200,000 | $24,000 |
| VICKI YIM | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SR EVENTS MA | 40.00 | $197,203 | $13,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 49 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Business Name Line2BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| EDUCATIONAL TESTING SERVICE | ||||||
| PO BOX 371986 | PITTSBURGH | PA | 15251 | EDUC ASSESSMENT | $1,358,231 | |
| THE HISTORY COLAB | ||||||
| 381 CANTON AVENUE | MILTON | MA | 02186 | LEARN EXPERIENC | $468,784 | |
| VERSE VIDEO EDUCATION INC | ||||||
| PO BOX 380340 | CAMBRIDGE | MA | 02238 | LEARN EXPERIENC | $277,193 | |
| BUCK INSTITUTE FOR EDUCATION | ||||||
| 3 HAMILTON LANDING SUITE 220 | NOVATO | CA | 94949 | LEARN EXPERIENC | $254,000 | |
| PURDUE POLYTECHNIC HIGH SCHOOL OF | ||||||
| 100 AVE OF THE AMERICAS 16TH FL | NEW YORK | NY | 10013 | EDUCAT RESEARCH | $150,000 | INDIANAPOLIS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 17 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUTURE OF LEARNING WE AIM TO CATALYZE A BROAD-SCALE SHIFT TO COMPETENCY-BASED SYSTEMS OF SECONDARY SCHOOLING. PROJECTS WITHIN THE FUTURE OF LEARNING INCLUDE EFFORTS TO SPUR CREATION OF MORE INNOVATIVE AND HIGH-QUALITY HIGH SCHOOL LEARNING EXPERIENCES THAT ARE NOT BASED ON THE CREDIT HOUR; CONVENING NETWORKS OF EDUCATORS FROM AROUND THE COUNTRY TO SHARE LEARNINGS ABOUT HOW TO CREATE MORE ENGAGING AND RELEVANT LEARNING FOR STUDENTS THAT HAS REAL-WORLD VALUE; ENGAGING STAKEHOLDERS IN THE FIELD AND COMMUNICATING STORIES TO ADVANCE OUR VISION OF WHAT A COMPETENCY-BASED HIGH SCHOOL EXPERIENCE COULD LOOK LIKE. | Description1Txt |
| Expenses1 | $7,098,356 | Expenses1Amt |
| Description2 | INNOVATION AND IMPACT PURSUING ACTIONABLE RESEARCH: WE STUDY THE CATALYZING FORCES IN BOTH HIGH SCHOOL AND POSTSECONDARY THAT ALLOW INNOVATIONS TO ROOT, SUSTAIN AND SCALE. THE CARNEGIE LAB WILL ANCHOR THIS KNOWLEDGE-BUILDING WORK (IN COLLABORATION WITH SEVERAL RESEARCH PARTNERS) GUIDED BY TWO PRIMARY QUESTIONS: 1)HOW AND TO WHAT EFFECT ARE PARTNERS DEVELOPING THE NEW ARCHITECTURE FOR HIGH SCHOOL LEARNING? 2)WHAT ARE THE CATALYZING FORCES (E.G., POLICY, TOOLS, DEMAND) THAT HELP TO ROOT, SUSTAIN AND SCALE TRANSFORMATION? IN THIS BODY OF WORK, THE FOUNDATION IS ALSO PARTNERING CLOSELY WITH EDUCATION TESTING SERVICE (ETS) TO RESEARCH, DEVELOP, AND TEST THE NEXT GENERATION OF SKILLS ASSESSMENTS - ONE THAT IS BASED ON COMPETENCY AND IS BOTH USEFUL FOR THE STUDENT AND HAS MEANING TO POSTSECONDARY SCHOOLS AND EMPLOYERS. | Description2Txt |
| Expenses2 | $3,798,187 | Expenses2Amt |
| Description3 | IMPROVEMENT THE FOUNDATION HAS HISTORICALLY ADVOCATED FOR THE HIGH- QUALITY USE OF IMPROVEMENT SCIENCE TO ADDRESS THE NATIONS MOST IMPORTANT EDUCATIONAL EQUITY CHALLENGES. IN FY25, THE FOUNDATION MOVED TO WIND DOWN THIS LINE OF WORK. FOR EXAMPLE, THE MAIN ACTIVITY IN THIS BUDGET CATEGORY WAS THE CARNEGIE SUMMIT ON IMPROVEMENT IN EDUCATION. IN 2025, THE FOUNDATION ORGANIZED ITS LAST SUMMIT AND HANDED IT TO A NEW ORGANIZATION TO STEWARD THE EVENT GOING FORWARD. THE PROJECTS CONTINUING IN THIS BUDGET CATEGORY ARE THOSE THAT AIM TO DESIGN AND BUILD ONLINE COURSES AND SELF-SERVICE RESOURCES TO ALLOW MORE PEOPLE TO ACCESS IMPROVEMENT PRINCIPLES, TOOLS, AND METHODS. | Description3Txt |
| Expenses3 | $2,937,582 | Expenses3Amt |
| Description4 | POSTSECONDARY INNOVATION OUR MAIN AIM IS TO SPUR THE POSTSECONDARY SECTOR TO BECOME A MORE POWERFUL ENGINE OF ECONOMIC OPPORTUNITY, TO FOCUS MORE DECIDEDLY ON STUDENT OUTCOMES, AND TO DRIVE INSTITUTIONAL IMPROVEMENT IN WAYS THAT INCREASE ACCESS TO HIGHER EDUCATION FOR LOW-INCOME STUDENTS AND IMPROVE RESULTS SECTOR-WIDE. PROJECTS WITHIN POSTSECONDARY INNOVATION INCLUDE EFFORTS WITH STRATEGIC RESEARCH PARTNERS TO IDENTIFY INNOVATORS THAT DEMONSTRATE NOTABLE ACCELERATION OF ECONOMIC MOBILITY. WE SHARE FINDINGS WITH A BROAD RANGE OF STAKEHOLDERS, FOCUSING ON LEADERS OF IHES AND INSTITUTIONS AND INDIVIDUALS THAT INFLUENCE STATE AND FEDERAL POLICY. | Description4Txt |
| Expenses4 | $1,759,798 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,439,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,429,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $678,423 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,547,394 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $139,547,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,093,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,454,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,872,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,056,966 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,056,966 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $20,056,966 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $20,056,966 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,056,966 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,872,709 | CurrentYearAmt |
| Year1 | $6,287,620 | Year1Amt |
| Year2 | $5,928,551 | Year2Amt |
| Year3 | $6,345,754 | Year3Amt |
| Total | $25,434,634 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,841,803 | CurrentYearAmt |
| Year1 | $5,344,477 | Year1Amt |
| Year2 | $5,039,268 | Year2Amt |
| Year3 | $5,393,891 | Year3Amt |
| Total | $21,619,439 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,056,966 | CurrentYearAmt |
| Year1 | $20,196,745 | Year1Amt |
| Year2 | $17,578,571 | Year2Amt |
| Year3 | $13,296,915 | Year3Amt |
| Total | $71,129,197 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,056,966 | CurrentYearAmt |
| Year1 | $20,196,745 | Year1Amt |
| Year2 | $17,578,571 | Year2Amt |
| Year3 | $13,296,915 | Year3Amt |
| Total | $71,129,197 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,581,806 | CurrentYearAmt |
| Year1 | $4,191,747 | Year1Amt |
| Year2 | $3,952,367 | Year2Amt |
| Year3 | $4,230,503 | Year3Amt |
| Total | $16,956,423 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON PUBLIC SCHOOLS | ||||||
| 10 N MAIN STREET | AKRON | OH | 44308 | GOV | EDUCATION RESEARCH | $100,000 |
| ALDINE INDEPENDENT SCHOOL DISTRICT | ||||||
| 2520 W THORNE BLVD | HOUSTON | TX | 77073 | GOV | EDUCATION RESEARCH | $100,000 |
| BUILDING 21 | ||||||
| 6501 LIMEKILN PIKE | PHILADELPHIA | PA | 19138 | GOV | EDUCATION RESEARCH | $100,000 |
| CALIFORNIA AREA SCHOOL DISTRICT | ||||||
| 40 TROJAN WAY | COAL CENTER | PA | 15423 | GOV | EDUCATION RESEARCH | $100,000 |
| CANON CITY SCHOOL DISTRICT | ||||||
| 101 NORTH 14TH STREET | CANON CITY | CO | 81212 | GOV | EDUCATION RESEARCH | $100,000 |
| CENTER FOR APPLIED SCIENCE AND TECH | ||||||
| 200 E BASSE ROAD | SAN ANTONIO | TX | 78209 | PC | EDUCATION RESEARCH | $100,000 |
| CSC OF EASTERN HANCOCK COUNTY | ||||||
| 10370 E 250 N | CHARLOTTESVILLE | IN | 46117 | GOV | EDUCATION RESEARCH | $100,000 |
| CONCORD COMMUNITY SCHOOOL CORPOR | ||||||
| 59040 MINUTEMAN WAY | ELKHART | IN | 46517 | GOV | EDUCATION RESEARCH | $100,000 |
| CROSSTOWN HIGH | ||||||
| 1365 TOWER AVENUE | MEMPHIS | TN | 38104 | PC | EDUCATION RESEARCH | $100,000 |
| EDNOVATE | ||||||
| 3939 S VERMONT AVE | LOS ANGELES | CA | 90037 | PC | EDUCATION RESEARCH | $100,000 |
| GRAND RAPIDS PUBLIC SCHOOLS | ||||||
| 54 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | GOV | EDUCATION RESEARCH | $100,000 |
| LIBERTY 53 SCHOOL DISTRICT | ||||||
| 8 VICTORY LANE | LIBERTY | MO | 64068 | GOV | EDUCATION RESEARCH | $100,000 |
| MONROE CENTRAL SCHOOL CORPORTATION | ||||||
| 1918 N CR 1000 W | PARKER CITY | IN | 47368 | GOV | EDUCATION RESERACH | $100,000 |
| MOORESVILLE GRADED SCHOOL DISTRICT | ||||||
| 305 N MAIN STREET | MOORESVILLE | NC | 28115 | GOV | EDUCATION RESERACH | $100,000 |
| NEW YORK CITY DEPARTMENT OF EDUC | ||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | GOV | EDUCATION RESEARCH | $100,000 |
| NORTHEAST ACADEMY FOR AEROSPACE | ||||||
| 1413 W EHRINGHAUS STREET | ELIZABETH CITY | NC | 27909 | PC | EDUCATION RESEARCH | $100,000 |
| NORTHERN CASS PUBLIC SCHOOL DIST | ||||||
| 16021 18TH STREET SE | HUNTER | ND | 58048 | GOV | EDUCATION RESEARCH | $100,000 |
| PURDUE POLYTECHNIC HIGH SCHOOLS | ||||||
| 1115 BROAD RIPPLE AVENUE | INDIANAPOLIS | IN | 46220 | PC | EDUCATION RESEARCH | $100,000 |
| ROANOKE COUNTY PUBLIC SCHOOLS | ||||||
| 5937 COVE ROAD NW | ROANOKE | VA | 24019 | GOV | EDUCATION RESEARCH | $100,000 |
| SPRINGFILED EMPOWERMENT ZONE | ||||||
| PO BOX 15331 | SPRINGFIELD | MA | 01115 | PC | EDUCATION RESEARCH | $100,000 |
| SUMMIT PUBLIC SCHOOLS | ||||||
| 780 BROADWAY | REDWOOD CITY | CA | 94063 | PC | EDUCATION RESEARCH | $100,000 |
| COUNTY SCHOOL BOARD OF HENRICO COU | ||||||
| 3820 NINE MILE ROAD | HENRICO | VA | 23223 | GOV | EDUCATION RESEARCH | $100,000 |
| PIPER SCHOOL DISTRICT | ||||||
| 3130 N 122ND STREET | KANSAS CITY | KS | 66109 | GOV | EDUCATION RESEARCH | $100,000 |
| PORTAGE SCHOOL OF LEADERS | ||||||
| 306 W MARION STREET | SOUTH BEND | IN | 46601 | PC | EDUCATION RESEARCH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,400,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONTRACTS AND CONSULTING | $2,695,205 |
| REGISTRATION & WORKSHOP FEE | $361,460 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,635 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,881,817 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12,571 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $10,595 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,573,610 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EV FEES | Desc |
| Related Or Exempt Function Incm | $1,291 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,998,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,631,566 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,630,184 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACTS PROVIDE RESOURCES TO RESEARCH AND SUPPORT EDUCATION TRANSFORMATION |
| 1B | REGISTRATION FEES ARE RECEIVED TO CONVENE MEETINGS FOR EDUCATORS ACROSS AMERICA TO EXCHANGE IDEAS RELATED TO VARIOUS EDUCATION TOPICS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM FLORA HEWLETT FOUNDATION | ||||||
| 1 | 2121 SAND HILL RD | MENLO PARK | CA | 94025 | $2,460,900 | Yes (X) |
| BILL AND MELINDA GATES FOUNDATION | ||||||
| 2 | PO BOX 23350 | SEATTLE | WA | 98102 | $116,712 | Yes (X) |
| THE WALTON FAMILY FOUNDATION | ||||||
| 3 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $205,374 | Yes (X) |
| XQ INSTITUTE | ||||||
| 4 | 248 3RD STREET 319 | OAKLAND | CA | 94607 | $4,426,665 | Yes (X) |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 5 | 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | $200,000 | Yes (X) |
| US TREASURY | ||||||
| 6 | 1500 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20220 | $594,827 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $3,466,265 | PriorYearDepreciationAmt |
| Current Year Expense | $371,710 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|
| SIGULER GUFF | PURCHASE | 2025-06 | $6,095 | $6,095 | |
| VANGUARD | PURCHASE | 2025-06 | $10,367,861 | $3,567,515 | $6,800,346 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $53,627,127 | $53,627,127 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | FMV | $39,237,342 | $39,237,342 |
| LIMITED PARTNERSHIPS | FMV | $35,741 | $35,741 |
| BOND MUTUAL FUNDS | FMV | $37,319,125 | $37,319,125 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING AND IMPROVEMENTS | $14,808,390 | $6,069,104 | $8,739,286 | $8,739,286 |
| COMPUTER EQUIPMENT | $1,656,848 | $1,541,324 | $115,524 | $115,524 |
| ASSETS UNDER CONSTRUCTION | $67,844 | $67,844 | $67,844 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING - LEGAL | CategoryTxt |
| Legal Fees | $55,838 | LegalFeesAmt |
| Disbursements Charitable Prps | $55,838 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $43,115 | $15,685 | $15,685 |
| INVESTMENT IN RETIREMENT ANNUITY | $483,555 | $545,850 | $545,850 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENTAL | ||||
| $47,701 | $47,701 | $47,701 | ||
| EXPENSES | ||||
| TELEPHONE/COMMUNICATIONS | $98,303 | $98,303 | ||
| INSURANCE | $156,599 | $156,599 | ||
| OFFICE SUPPLIES | $46,606 | $46,606 | ||
| EQUIPMENT - NON CAPITAL | $57,414 | $57,414 | ||
| BANK AND PAYROLL FEES | $9,679 | $9,679 | ||
| POSTAGE AND SHIPPING | $5,533 | $5,533 | ||
| TRAINING | $8,143 | $8,143 | ||
| MEMBERSHIP FEES | $288,353 | $288,353 | ||
| BENEFIT ADMINISTRATION FEES | $10,107 | $10,107 | ||
| EQUIPMENT LEASING AND RENTAL | $3,583 | $3,583 | ||
| ADVERTISING | $6,414 | $6,414 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONTRACTS AND CONSULTING | $2,695,205 | $2,695,205 | |
| REGISTRATION & WORKSHOP FEES | $361,460 | $361,460 | |
| ROYALTY REVENUE | $10,595 | $10,595 | $10,595 |
| EV FEES | $1,291 | $1,291 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGES OTHER THAN NET PERIODIC BENEFIT COST | $174,920 |
| UNREALIZED GAIN ON INVESTMENTS | $9,320,440 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST EMPLOYMENT BENEFIT OBLIGATION | $1,384,386 | $1,296,093 |
| RETIREMENT ANNUITY CONTRACTS | $483,555 | $545,850 |
| DEPOSITS PAYABLE | $4,856 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TEMPORARY HELP | $69,433 | $69,433 | |
| BROKER INVESTMENT FEES | $177,854 | $177,854 | |
| CONSULTANTS - OPERATIONS | $481,374 | $481,374 | |
| STIPENDS AND HONORARIA | $226,600 | $226,600 | |
| PROGRAM CONSULTANTS | $1,411,832 | $1,411,832 | |
| SUBCONTRACTS | $2,535,708 | $2,535,708 |
Comments