REED FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- REED FAMILY FOUNDATION (EIN 26-1247721)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349105019
- Schema version
- 2025v4.1
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T20:59:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364239396 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELL & ANDERSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 HUNT CLUB WAY | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261247721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REED FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REED | BusinessNameControlTxt |
| Phone | 2623843700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 HUNT CLUB WAY | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER W BELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2623843700 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY D SHIMKUS | PreparerPersonNm |
| PTIN | P01539536 | PTIN |
| Phone | 2623843700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $61,870,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,217,591 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $607,981 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $607,981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $498,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $541,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $800,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $541,536 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,865,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,647,798 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $144,010 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $144,010 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $211 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $176,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,684,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,684,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,860,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,684,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,005,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,491,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,307 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,792,977 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,613,343 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,723,254 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,905,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,061,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,038,764 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $26,777,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,783,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,870,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,777,904 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,783,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,777,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,783,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,777,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,783,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,777,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,005,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,783,239 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,783,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $800,732 | GrossSalesPriceAmt |
| Cost Or Other Basis | $259,196 | CostOrOtherBasisAmt |
| Gain Or Loss | $541,536 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $541,536 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $541,536 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,774 | 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 | $29,774 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,039 | OverpaymentAmt |
| Applied To ES Tax | $9,039 | 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 | WI | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | WALTER W BELL | IndividualWithBooksNm |
| Phone | 2623843700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 HUNT CLUB WAY | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN S REED JR | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| GINEVRA R RALPH | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| L KEITH REED | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| HELEN S REED | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| PETER S REED | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| WALTER W BELL | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | DIRECTOR/TREASURER/SECR. | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $56,429,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,574,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,574,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $848,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,725,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,786,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,786,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,735 | TotalTaxAmt |
| Distributable Before Adj | $2,765,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,765,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,765,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,684,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,684,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,765,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $843,081 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,130,969 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $784,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,758,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,684,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,765,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $918,463 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,676,817 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,676,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $843,081 | ExcessFromYear3Amt |
| Excess From Year2 | $1,130,969 | ExcessFromYear2Amt |
| Excess From Year1 | $784,304 | ExcessFromYear1Amt |
| Excess From Current Year | $918,463 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (239 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL INC | ||||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $5,500 | |
| AMERICAN RHODODENDRON SOCIETY | ||||||||
| PO BOX 24122 | EUGENE | OR | 97402 | NONE | PC | GENERAL | $1,000 | |
| AMIGOS BRAVOS | ||||||||
| PO BOX 238 | TAOS | NM | 87571 | NONE | PC | GENERAL | $1,250 | |
| AMIGOS BRAVOS | ||||||||
| PO BOX 238 | TAOS | NM | 87571 | NONE | PC | GENERAL | $1,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL | $10,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL | $500 | |
| ARTISTIC NOISE INC | ||||||||
| 2185 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $2,500 | |
| ATLANTIC SALMON FEDERATION | ||||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | PC | GENERAL | $500 | |
| BAY AREA LYME FOUNDATION | ||||||||
| 884 PORTOLA ROAD A7 | PORTOLA VALLEY | CA | 94028 | NONE | PC | GENERAL | $5,000 | |
| BEAVERKILL VALLEY VOLUNTEER FIRE CO INC | ||||||||
| 1524 BEAVERKILL ROAD | LEW BEACH | NY | 12758 | NONE | PC | GENERAL | $10,000 | |
| BELOVED ASHEVILLE | ||||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | NONE | PC | GENERAL | $10,000 | |
| BERKSHIRE SCHOOL | ||||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | NONE | PC | GENERAL | $25,000 | |
| BEYOND TYPE 1 | ||||||||
| 400 CONAR DRIVE | SAN MATEO | CA | 94402 | NONE | PC | GENERAL | $2,000 | |
| BODYVOX INC | ||||||||
| 1201 NW 17TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL | $1,000 | |
| BOZEMAN DEACONESS FOUNDATION | ||||||||
| 875 S COTTONWOOD ROAD - STE 350 | BOZEMAN | MT | 59718 | NONE | PC | GENERAL | $500 | |
| BOZEMAN SPORTS PARKS FOUNDATION | ||||||||
| PO BOX 1126 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL | $2,000 | |
| BOZEMAN SYMPHONY SOCIETY | ||||||||
| 402 E MAIN STREET SUITE 202 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $10,000 | |
| BRIDGES PROJECT FOR EDUCATION | ||||||||
| PO BOX 308 | TAOS | NM | 87571 | NONE | PC | GENERAL | $1,000 | |
| BRIDGES PROJECT FOR EDUCATION | ||||||||
| PO BOX 308 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,000 | |
| BRIDGES PROJECT FOR EDUCATION | ||||||||
| PO BOX 308 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,500 | |
| BRING RECYCLING | ||||||||
| 4446 FRANKLIN BLVD | EUGENE | OR | 97403 | NONE | PC | GENERAL | $500 | |
| BRING RECYCLING | ||||||||
| 4446 FRANKLIN BLVD | EUGENE | OR | 97403 | NONE | PC | GENERAL | $500 | |
| CAMP DUDLEY INC | ||||||||
| 126 DUDLEY RD | WEST PORT | NY | 12993 | NONE | PC | GENERAL | $2,500 | |
| CAMPAIGN LEGAL CENTER INC | ||||||||
| 1101 14TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $15,500 | |
| CAMPAIGN LEGAL CENTER INC | ||||||||
| 1101 14TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $5,000 | |
| CATSKILL FLY FISHING CENTER & MUSEUM | ||||||||
| PO BOX 1295 | LIVINGSTON MANOR | NY | 12758 | NONE | PC | GENERAL | $2,500 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $1,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE | NEW YORK CITY | NY | 10022 | NONE | PC | GENERAL | $1,000 | |
| CHAMBER MUSIC AMICI | ||||||||
| PO BOX 50824 | EUGENE | OR | 97405 | NONE | PC | GENERAL | $500 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $60,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL | $750 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | GENERAL | $500 | |
| CHICAGO ZOOLOGICAL SOCIETY | ||||||||
| 3300 GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | PC | GENERAL | $1,000 | |
| CLAREMONT MUSEUM OF ART | ||||||||
| PO BOX 1136 | CLAREMONT | CA | 91711 | NONE | PC | GENERAL | $1,000 | |
| CMN HOSPITALS (CHILDREN'S MIRACLE NETWORK) | ||||||||
| PO BOX 35146 LOCKBOX 1093 | SEATTLE | WA | 98124 | NONE | PC | GENERAL | $1,000 | |
| COLBY COLLEGE | ||||||||
| 4335 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | PC | GENERAL | $1,250 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | GENERAL | $1,000 | |
| COLLEGE OF THE ATLANTIC | ||||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | NONE | PC | GENERAL | $750 | |
| COLUMBIA LAND CONSERVANCY | ||||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | NONE | PC | GENERAL | $150,000 | |
| COLUMBIA LAND CONSERVANCY | ||||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | NONE | PC | GENERAL | $70,000 | |
| COLUMBIA MEMORIAL HEALTH FOUNDATION (ALBANY MED) | ||||||||
| 71 PROSPECT AVENUE | HUDSON | NY | 12534 | NONE | PC | GENERAL | $750 | |
| COMMUNITY AGAINST VIOLENCE | ||||||||
| 945 SALAZAR ROAD | TAOS | NM | 87571 | NONE | PC | GENERAL | $500 | |
| COMMUNITY AGAINST VIOLENCE | ||||||||
| 945 SALAZAR ROAD | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,750 | |
| CORNERSTONE FAMILY PROGRAMS | ||||||||
| 12 FLAGLER STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL | $3,500 | |
| DEIRDRE'S HOUSE | ||||||||
| 8 COURT STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL | $3,500 | |
| DELTA WATERFOWL FOUNDATION | ||||||||
| 1412 BASIN AVENUE | BISMARK | ND | 58504 | NONE | PC | GENERAL | $3,500 | |
| DIGDEEP RIGHT TO WATER PROJECT | ||||||||
| 110 W 11TH STREET - SUITE 400 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL | $5,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL | $5,000 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $3,000 | |
| DREAM TREE PROJECT | ||||||||
| PO BOX 1677 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,500 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL | $5,000 | |
| EAST WOODS SCHOOL | ||||||||
| 31 YELLOW COTE ROAD | OYSTER BAY | NY | 11771 | NONE | PC | GENERAL | $1,250 | |
| EL PUEBLITO UNITED METHODIST | ||||||||
| PO BOX 1302 | EL PRADO | NM | 87529 | NONE | PC | GENERAL | $1,500 | |
| ENCHANTED CIRCLE TRAIL ASSOCIATION | ||||||||
| PO BOX 1634 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,500 | |
| ENERGY SHARE OF MONTANA INC | ||||||||
| PO BOX 5959 | HELENA | MT | 59604 | NONE | PC | GENERAL | $1,000 | |
| EQUINE SPIRIT SANCTUARY | ||||||||
| 13 LOS CABALLOS ROAD | RANCHOS DE TAOS | NM | 87557 | NONE | PC | GENERAL | $25,000 | |
| EUGENE BALLET COMPANY | ||||||||
| 174 EAST 16TH AVENUE | EUGENE | OR | 97401 | NONE | PC | GENERAL | $1,000 | |
| EUGENE BALLET COMPANY | ||||||||
| 174 EAST 16TH AVENUE | EUGENE | OR | 97401 | NONE | PC | GENERAL | $150,000 | |
| EUGENE FAMILY YMCA | ||||||||
| 600 E 24TH AVENUE | EUGENE | OR | 97405 | NONE | PC | GENERAL | $5,000 | |
| EUGENE FAMILY YMCA | ||||||||
| 600 E 24TH AVENUE | EUGENE | OR | 97405 | NONE | PC | GENERAL | $2,500 | |
| EUGENE OPERA | ||||||||
| 174 EAST 16TH AVE SUITE 131 | EUGENE | OR | 97401 | NONE | PC | GENERAL | $1,000 | |
| EUGENE OPERA | ||||||||
| 174 EAST 16TH AVE SUITE 131 | EUGENE | OR | 97401 | NONE | PC | GENERAL | $500 | |
| EUGENE SYMPHONY | ||||||||
| 115 WEST 8TH AVE SUITE 115 | EUGENE | OR | 97401 | NONE | PC | GENERAL | $500 | |
| FANCONI ANEMIA RESEARCH FUND INC | ||||||||
| 360 E 10TH AVENUE SUITE 201 | EUGENE | OR | 97401 | NONE | PC | GENERAL | $250 | |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||||
| PO BOX 807 | FAR HILLS | NJ | 07931 | NONE | PC | GENERAL | $500 | |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||||
| PO BOX 807 | FAR HILLS | NJ | 07931 | NONE | PC | GENERAL | $1,500 | |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||||
| PO BOX 807 | FAR HILLS | NJ | 07931 | NONE | PC | GENERAL | $2,000 | |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||||
| PO BOX 807 | FAR HILLS | NJ | 07931 | NONE | PC | GENERAL | $600 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $3,500 | |
| FIELD INSTITUTE OF TAOS | ||||||||
| PO BOX 486 | ARROYO SECO | NM | 87514 | NONE | PC | GENERAL | $1,500 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $10,000 | |
| FILM INDEPENDENT | ||||||||
| 5670 WILSHRE BOULEVARD 9TH FLOOR | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $1,050 | |
| FIRST PRESBYTERIAN CHURCH OF LAKE FOREST | ||||||||
| 700 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $500 | |
| FIRST PRESBYTERIAN CHURCH OF NEW VERNON | ||||||||
| PO BOX 218 | NEW VERNON | NJ | 07976 | NONE | PC | GENERAL | $11,000 | |
| FIVE VALLEYS LAND TRUST | ||||||||
| 120 HICKORY STREET SUITE B | MISSOULA | MT | 59801 | NONE | PC | GENERAL | $750 | |
| FLY FISHERS INTERNATIONAL | ||||||||
| 1201 US HIGHWAY 10 WEST SUITE D4 | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL | $750 | |
| FOOD FOR LANE COUNTY | ||||||||
| 770 BAILEY HILL RD | EUGENE | OR | 97402 | NONE | PC | GENERAL | $500 | |
| FORT PECK COMMUNITY COLLEGE | ||||||||
| PO BOX 398 | POPLAR | MT | 59255 | NONE | PC | GENERAL | $3,000 | |
| FORT PECK COMMUNITY COLLEGE | ||||||||
| PO BOX 398 | POPLAR | MT | 59255 | NONE | PC | GENERAL | $2,000 | |
| FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES | ||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $2,500 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL | $25,000 | |
| FRIENDS OF BUFORD PARK & MT PISGAH | ||||||||
| PO BOX 5266 | EUGENE | OR | 97405 | NONE | PC | GENERAL | $1,500 | |
| FRIENDS OF HENDRICKS PARK | ||||||||
| PO BOX 3784 | EUGENE | OR | 97403 | NONE | PC | GENERAL | $75,000 | |
| FRIENDS OF HUDSON YOUTH INC | ||||||||
| PO BOX 285 | HUDSON | NY | 12534 | NONE | PC | GENERAL | $1,000 | |
| FRIENDS OF RIO GRANDE DEL NORTE | ||||||||
| PO BOX 1602 | RANCHOS DE TAOS | NM | 87557 | NONE | PC | GENERAL | $750 | |
| FRIENDS OF THE CLARENCE DILLON PUBLIC LIBRARY | ||||||||
| 2336 LAMINGTON ROAD | BEDMINISTER | NJ | 07921 | NONE | PC | GENERAL | $600 | |
| FRIENDS OF TREES | ||||||||
| 1238 1/2 LINCOLN STREET | EUGENE | OR | 97401 | NONE | PC | GENERAL | $20,000 | |
| GALLATIN 4-H UNLIMITED LEADERS COUNCIL | ||||||||
| 903 NORTH BLACK | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $750 | |
| GALLATIN VALLEY LAND TRUST | ||||||||
| PO BOX 7021 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL | $100,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | NONE | PC | GENERAL | $2,000 | |
| GOLDEN WILLOW RETREAT | ||||||||
| PO BOX 569 | ARROYO HONDO | NM | 87513 | NONE | PC | GENERAL | $840 | |
| GREAT SWAMP WATERSHED ASSOCIATION | ||||||||
| PO BOX 300 | NEW VERNON | NJ | 07976 | NONE | PC | GENERAL | $10,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL | $500 | |
| HABITAT FOR HUMANITY OF TAOS INC | ||||||||
| PO BOX 1888 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,000 | |
| HARDING LAND TRUST | ||||||||
| PO BOX 576 | NEW VERNON | NJ | 07976 | NONE | PC | GENERAL | $10,000 | |
| HARLEM VALLEY RAIL TRAIL ASSOCIATION | ||||||||
| PO BOX 356 | MILLERTON | NY | 12546 | NONE | PC | GENERAL | $1,000 | |
| HEADWATERS COMMUNITY HOUSING TRUST | ||||||||
| PO BOX 12013 | BOZEMAN | MT | 59719 | NONE | PC | GENERAL | $4,000 | |
| HOLT INTERNATIONAL CHILDREN'S SERVICES | ||||||||
| 250 COUNTRY CLUB ROAD | EUGENE | OR | 97401 | NONE | PC | GENERAL | $1,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL | $2,000 | |
| HOPE & SAFETY ALLIANCE | ||||||||
| PO BOX 50127 | EUGENE | OR | 97405 | NONE | PC | GENERAL | $250 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | GENERAL | $500 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | GENERAL | $100,000 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | GENERAL | $1,500 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | GENERAL | $2,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC) | ||||||||
| 32 S TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $10,500 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC) | ||||||||
| 32 S TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $35,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC) | ||||||||
| 32 SOUTH TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $10,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC) | ||||||||
| 32 SOUTH TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $32,000 | |
| ICCS (INTERCOLLEGIATE CENTER FOR CLASSICAL STUDIES) | ||||||||
| 2028 E BEN WHITE BOULEVARD | AUSTIN | TX | 78741 | NONE | PC | GENERAL | $750 | |
| IMPACT NETWORK INTERNATIONAL INC | ||||||||
| 61 GREENPOINT AVE | BROOKLYN | NY | 10022 | NONE | PC | GENERAL | $5,000 | |
| INTERFAITH FOOD PANTRY | ||||||||
| 2 EXECUTIVE DR | MORRIS PLAINS | NJ | 07950 | NONE | PC | GENERAL | $7,500 | |
| INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $7,500 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL | $4,000 | |
| JACOB'S PILLOW DANCE FESTIVAL INC | ||||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PC | GENERAL | $5,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $500 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $1,250,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $15,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $25,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $65,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $20,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $1,750 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $50,000 | |
| JUNIOR LEAGUE OF CHICAGO INC | ||||||||
| 1447 NORTH ASTOR STREET | CHICAGO | IL | 60610 | NONE | PC | GENERAL | $1,000 | |
| KELLOGG SCHOOL OF MANAGEMENT - NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL | $250 | |
| KEMMERER LIBRARY | ||||||||
| PO BOX 283 | NEW VERNON | NJ | 07976 | NONE | PC | GENERAL | $5,000 | |
| KENTS HILL SCHOOL | ||||||||
| PO BOX 257 1614 MAINE STREET | KENTS HILL | ME | 04349 | NONE | PC | GENERAL | $10,000 | |
| LAKE FOREST COLLEGE | ||||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $1,000 | |
| LAKE FOREST COLLEGE | ||||||||
| 555 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $25,000 | |
| LAKE FOREST COUNTRY DAY SCHOOL | ||||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $500 | |
| LAKE FOREST COUNTRY DAY SCHOOL | ||||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $1,000 | |
| LAKE FOREST COUNTRY DAY SCHOOL | ||||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $250 | |
| LAKE FOREST LIBRARY | ||||||||
| 360 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $500 | |
| LAKE FOREST LIBRARY | ||||||||
| 360 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $3,000 | |
| LAKE FOREST LIBRARY | ||||||||
| 360 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $1,500 | |
| LAKE FOREST LIBRARY | ||||||||
| 360 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $5,000 | |
| LAND TRUST ALLIANCE INC | ||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $5,000 | |
| LANE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 4000 E 30TH AVENUE | EUGENE | OR | 97405 | NONE | PC | GENERAL | $1,000 | |
| LAS CUMBRES COMMUNITY SERVICES | ||||||||
| 1911 5TH STREET SUITE 100 | SANTA FE | NM | 87505 | NONE | PC | GENERAL | $500 | |
| LAWRENCE UNIVERSITY | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | NONE | PC | GENERAL | $10,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL | $10,000 | |
| LIFE CAMP INC | ||||||||
| 53 MAPLE AVENUE | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL | $3,500 | |
| MAKE A WISH FOUNDATION OF NEW MEXICO | ||||||||
| 7400 TIBURON DR NE STE A1 | ALBUQUERQUE | NM | 87109 | NONE | PC | GENERAL | $2,500 | |
| MCKENZIE RIVER TRUST | ||||||||
| 120 SHELTON MCMURPHY BOULEVARD - | EUGENE | OR | 97401 | NONE | PC | GENERAL | $1,000 | SUITE 270 |
| MCKENZIE RIVER TRUST | ||||||||
| 120 SHELTON MCMURPHY BOULEVARD - | EUGENE | OR | 97401 | NONE | PC | GENERAL | $1,000 | SUITE 270 |
| METROSQUASH | ||||||||
| 6100 S COTTAGE AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL | $1,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL | $3,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL | $2,500 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL | $6,800 | |
| MILLICENT ROGERS MUSEUM | ||||||||
| PO BOX 1210 | TAOS | NM | 87571 | NONE | PC | GENERAL | $250 | |
| MONTANA FOOD BANK NETWORK INC | ||||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | PC | GENERAL | $10,000 | |
| MONTANA LAND RELIANCE | ||||||||
| PO BOX 10843 | BOZEMAN | MT | 59719 | NONE | PC | GENERAL | $12,500 | |
| MONTANA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1501 SOUTH 11TH AVENUE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $18,000 | |
| MUDDY PAWS RESCUE | ||||||||
| 821 9TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $27,500 | |
| MUSEUM OF THE ROCKIES | ||||||||
| 600 W KAGY BLVD | BOZEMAN | MT | 59717 | NONE | PC | GENERAL | $1,500 | |
| MUSKINGUM UNIVERSITY | ||||||||
| 10 COLLEGE DRIVE | NEW CONCORD | OH | 43762 | NONE | PC | GENERAL | $500 | |
| NATIONAL LGBTQ TASK FORCE | ||||||||
| 1050 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20035 | NONE | PC | GENERAL | $1,000 | |
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER | ||||||||
| 200 LIBERT STREET - 16TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL | $2,500 | |
| NATIVE RENEWABLES INC | ||||||||
| PO BOX 3722 | FLAGSTAFF | AZ | 86003 | NONE | PC | GENERAL | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 W 20TH STREET - 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $1,000 | |
| NEW JERSEY CONSERVATION FOUNDATION | ||||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | NONE | PC | GENERAL | $10,000 | |
| NEW JERSEY CONSERVATION FOUNDATION | ||||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | NONE | PC | GENERAL | $26,000 | |
| NEW VERNON VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 143 | NEW VERNON | NJ | 07976 | NONE | PC | GENERAL | $11,500 | |
| NORTH SHORE COUNTRY DAY SCHOOL | ||||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | NONE | PC | GENERAL | $750 | |
| NYU LANGONE HOSPITALS | ||||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $25,000 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1370 BROADWAY 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $6,000 | |
| OPHELIA'S PLACE | ||||||||
| 1577 PEARL STREET | EUGENE | OR | 97401 | NONE | PC | GENERAL | $250 | |
| ORCHESTRA NEXT | ||||||||
| 174 EAST 16TH AVENUE SUITE 142 | EUGENE | OR | 97401 | NONE | PC | GENERAL | $10,000 | |
| OREGON COAST AQUARIUM INC | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PC | GENERAL | $250 | |
| OREGON PUBLIC BROADCASTING (OPB) | ||||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $2,500 | |
| PLANNED PARENTHOOD OF SOUTHWESTERN OREGON | ||||||||
| 3579 FRANKLIN BOULEVARD | EUGENE | OR | 97403 | NONE | PC | GENERAL | $1,000 | |
| PREP FOR PREP | ||||||||
| 328 W 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $2,000 | |
| PROTEZ FOUNDATION | ||||||||
| 3510 HOKINS PLACE W130D | OAKDALE | MN | 55128 | NONE | PC | GENERAL | $5,000 | |
| PS21 INC | ||||||||
| PO BOX 321 | CHATHAM | NY | 12037 | NONE | PC | GENERAL | $2,500 | |
| RARITAN HEADWATERS ASSOCIATION | ||||||||
| PO BOX 273 | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL | $750 | |
| REACH INC | ||||||||
| 322 GALLATIN PARK DRIVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $6,000 | |
| REACH INC | ||||||||
| 322 GALLATIN PARK DRIVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $2,000 | |
| REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK | ||||||||
| 965 ALBANY SHAKER RD | LATHAM | NY | 12110 | NONE | PC | GENERAL | $500 | |
| RELIEF NURSERY | ||||||||
| 1720 W 25TH AVE | EUGENE | OR | 97405 | NONE | PC | GENERAL | $500 | |
| ROCKY MOUNTAIN YOUTH CORPS | ||||||||
| PO BOX 1960 | RANCHOS DE TAOS | NM | 87557 | NONE | PC | GENERAL | $750 | |
| ROCKY MOUNTAIN YOUTH CORPS | ||||||||
| PO BOX 1960 | RANCHOS DE TAOS | NM | 87557 | NONE | PC | GENERAL | $1,500 | |
| RUBY HABITAT FOUNDATION | ||||||||
| PO BOX 638 | SHERIDAN | MT | 59749 | NONE | PC | GENERAL | $500 | |
| SHAKER MUSEUM AND LIBRARY | ||||||||
| PO BOX 328 | CHATHAM | NY | 12037 | NONE | PC | GENERAL | $5,000 | |
| SHEDD-PORTER MEMORIAL LIBRARY | ||||||||
| PO BOX 209 | ALSTEAD | NH | 03602 | NONE | PC | GENERAL | $5,000 | |
| SHEDD-PORTER MEMORIAL LIBRARY | ||||||||
| PO BOX 209 | ALSTEAD | NH | 03602 | NONE | PC | GENERAL | $3,500 | |
| SHEDD-PORTER MEMORIAL LIBRARY | ||||||||
| PO BOX 209 | ALSTEAD | NH | 03602 | NONE | PC | GENERAL | $5,000 | |
| SHELTERING ARMS FOUNDATION | ||||||||
| PO BOX 91758 | RICHMOUND | VA | 23291 | NONE | PC | GENERAL | $2,000 | |
| SOMERSET HILLS YMCA | ||||||||
| 140 MOUNT AIRY RD | BASKING RIDGE | NJ | 07920 | NONE | PC | GENERAL | $5,000 | |
| SPECIAL OLYPICS NEW JERSEY INC | ||||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL | $3,500 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| PO BOX 89367 | TAMPA | FL | 33689 | NONE | PC | GENERAL | $3,340 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL | $2,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL | $2,800 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL | $2,500 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DR | CANTON | NY | 13617 | NONE | PC | GENERAL | $102,000 | |
| ST VINCENT DE PAUL SOCIETY OF LANE COUNTY INC | ||||||||
| PO BOX 24608 | EUGENE | OR | 97402 | NONE | PC | GENERAL | $2,000 | |
| STONY BROOK SCHOOL | ||||||||
| 1 CHAPMAN PKWY | STONY BROOK | NY | 11790 | NONE | PC | GENERAL | $2,000 | |
| SULLIVAN CATSKILLS REGIONAL FOOD HUB INC | ||||||||
| PO BOX 1015 | LIBERTY | NY | 12754 | NONE | PC | GENERAL | $2,000 | |
| TALL PINES CONSERVANCY INC | ||||||||
| PO BOX 65 | NASHOTAH | WI | 53058 | NONE | PC | GENERAL | $6,000 | |
| TALL PINES CONSERVANCY | ||||||||
| PO BOX 65 | NASHOTAH | WI | 53058 | NONE | PC | GENERAL | $2,000 | |
| TALPA COMMUNITY CENTER ASSOCIATION INC | ||||||||
| 4 ARCHULETA ROAD | RANCHOS DE TAOS | NM | 87557 | NONE | PC | GENERAL | $1,000 | |
| TAOS CENTER FOR THE ARTS | ||||||||
| 133 PASEO DE PUEBLO NORTE | TAOS | NM | 87571 | NONE | PC | GENERAL | $1,000 | |
| TAOS HEALTH SYSTEMS INC | ||||||||
| 1397 WEIMER ROAD | TAOS | NM | 87571 | NONE | PC | GENERAL | $590 | |
| TAOS MOUNTAIN BILE ASSOCIATION | ||||||||
| PO BOX 1541 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,500 | |
| TAOS YOUTH SOCCER LEAGUE | ||||||||
| PO BOX 2692 | TAOS | NM | 87571 | NONE | PC | GENERAL | $750 | |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | ||||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | NONE | PC | GENERAL | $15,000 | |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | ||||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | NONE | PC | GENERAL | $5,550 | |
| THE JOHN G SHEDD INSTITUTE FOR THE ARTS | ||||||||
| PO BOX 1497 | EUGENE | OR | 97440 | NONE | PC | GENERAL | $325,000 | |
| THE JOHN G SHEDD INSTITUTE FOR THE ARTS | ||||||||
| PO BOX 1497 | EUGENE | OR | 97440 | NONE | PC | GENERAL | $46,870 | |
| THE JOHN G SHEDD INSTITUTE FOR THE ARTS | ||||||||
| PO BOX 1497 | EUGENE | OR | 97440 | NONE | PC | GENERAL | $100,000 | |
| THE JOHN G SHEDD INSTITUTE FOR THE ARTS | ||||||||
| PO BOX 1497 | EUGENE | OR | 97440 | NONE | PC | GENERAL | $5,000 | |
| THE JOHN G SHEDD INSTITUTE FOR THE ARTS | ||||||||
| PO BOX 1497 | EUGENE | OR | 97440 | NONE | PC | GENERAL | $2,500 | |
| THE NATURE CONSERVANCY OF MONTANA | ||||||||
| 32 SOUTH EWING SUITE 215 | HELENA | MT | 59601 | NONE | PC | GENERAL | $4,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $2,000 | |
| THE PASEO PROJECT INC | ||||||||
| PO BOX 1075 | TAOS | NM | 87571 | NONE | PC | GENERAL | $750 | |
| THE SEEING EYE INC | ||||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PC | GENERAL | $10,000 | |
| THE TAOS COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 1925 | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,000 | |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 210 S 34TH STREET - 102 MEYERSON | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL | $5,000 | HALL |
| TROUT UNLIMITED INC - ENCHANTED CIRCLE CHAPTER | ||||||||
| PO BOX 53 | UTE PARK | NM | 87449 | NONE | PC | GENERAL | $250 | |
| TROUT UNLIMITED INC | ||||||||
| PO BOX 98166 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL | $3,500 | |
| TROUT UNLIMITED INC | ||||||||
| PO BOX 98166 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL | $15,000 | |
| TROUT UNLIMITED INC | ||||||||
| PO BOX 98166 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL | $12,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | NONE | PC | GENERAL | $1,500 | |
| UNDUE MEDICAL DEBT | ||||||||
| 28-07 JACKSON AVENUE 5TH FLOOR | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL | $2,500 | |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PC | GENERAL | $2,500 | |
| UNIVERSITY OF OREGON FOUNDATION | ||||||||
| 1720 E 13TH AVENUE SUITE 410 | EUGENE | OR | 97403 | NONE | PC | GENERAL | $13,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 110 UR DRIVE BOSTWICK HOUSE 3 | UNIVERSITY OF RICHMOND | VA | 23173 | NONE | PC | GENERAL | $3,000 | |
| WALDO'S RESCUE PEN INC | ||||||||
| 24 PECK SLIP APT 5E | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $1,000 | |
| WILMINGTON FRIENDS SCHOOL | ||||||||
| 101 SCHOOL RD | WILMINGTON | DE | 19803 | NONE | PC | GENERAL | $2,500 | |
| WINDHORSE EQUINE LEARNING | ||||||||
| 3477 JOHNSON ROAD | BOZEMAN | MT | 59718 | NONE | PC | GENERAL | $3,000 | |
| WORKING ON WELLNESS | ||||||||
| 800 UPPER RANCHITOS ROAD | TAOS | NM | 87571 | NONE | PC | GENERAL | $500 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $15,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $5,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $990 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $4,970 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $15,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | GENERAL | $2,000 | |
| YOUTH HEARTLINE | ||||||||
| 224 CRUZ ALTA ROAD SUITE F | TAOS | NM | 87571 | NONE | PC | GENERAL | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,684,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $607,981 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $541,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,647,798 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,647,798 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN SHEDD REED CHARITABLE ANNUITY TRUST | ||||||
| 1 | 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | $1,490,000 | Yes (X) |
| MARJORIE L REED CHARITABLE ANNUITY TRUST | ||||||
| 2 | 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | $1,694,127 | Yes (X) |
| REED FAMILY EDUCATION TRUST | ||||||
| 3 | 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | $33,464 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BELL & ANDERSON LLC | CategoryTxt |
| Amt | $144,010 | Amt |
| Net Investment Income | $144,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $56,231 | $120,075 |
| ABBOTT LABORATORIES | $483,807 | $1,387,587 |
| ABBVIE INC | $281,353 | $1,514,889 |
| ACCENTURE PLC | $313,471 | $700,263 |
| ALIGN TECHNOLOGY INC. | $164,752 | $413,798 |
| ALPHABET INC CLASS A | $229,193 | $1,878,000 |
| ALPHABET INC CLASS C | $248,754 | $1,995,768 |
| AMAZON.COM INC. | $564,232 | $1,865,026 |
| APPLE INC | $237,316 | $3,505,635 |
| ARTHUR J. GALLAGHER & CO. | $310,875 | $353,248 |
| BERKSHIRE HATHAWAY INC. CL B | $307,657 | $1,527,553 |
| CISCO SYSTEMS INC. | $519,338 | $1,295,799 |
| CME GROUP INC | $373,347 | $928,472 |
| DANAHER CORP. | $251,637 | $700,495 |
| HOME DEPOT, INC. | $345,467 | $920,123 |
| ILLINOIS TOOL WORKS | $403,776 | $863,282 |
| INTEL CORP | $405,942 | $671,949 |
| ISHARES EMERGING MARKETS MIN VOL | $394,565 | $480,300 |
| ISHARES RUSSELL 2000 INDEX FUND | $18,110 | $27,078 |
| ISHARES RUSSELL MIDCAP VALUE INDEX | $847,798 | $1,581,171 |
| JOHNSON AND JOHNSON | $368,630 | $879,538 |
| JP MORGAN CHASE & CO. INC. | $657,166 | $2,242,651 |
| LENNAR CORPORATION | $184,516 | $109,996 |
| MICROSOFT CORP | $631,413 | $3,943,921 |
| NESTLE SA ADR | $320,285 | $492,070 |
| NVIDIA CORP. | $143,053 | $7,379,805 |
| ORACLE SYSTEMS CORP | $423,892 | $2,000,751 |
| PEPSICO INC. | $304,773 | $606,372 |
| PROCTER & GAMBLE | $353,556 | $652,777 |
| THERMO FISHER SCIENTIFIC, INC. | $203,810 | $1,146,152 |
| TRIMBLE NAVIGATION LTD. | $395,093 | $818,993 |
| VANGUARD EMERGING MARKETS STOCK ETF | $409,225 | $585,984 |
| VISA INC | $382,936 | $1,293,068 |
| XYLEM INC. | $357,955 | $932,833 |
| MILLROSE PROPERTIES INC. | $12,567 | $15,980 |
| MERCK & CO., INC. | $155,097 | $207,362 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15,613,343 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,723,254 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT FEES-WISCONSIN | $40 | $40 | $0 |
| ADR FEES | $99 | $99 | $0 |
| OTHER | $72 | $72 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $11,833 | $11,833 | $0 |
| UNITED STATES TREASURY - 2025 ESTIMATED TAX | $20,000 | $0 | $0 |