SUMMIT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT CHARITABLE FOUNDATION INC (EIN 52-1743817)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-06-16
- IRS object ID
- 202601679349100725
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-16T15:38:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521743817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2029122900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200065321 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS SANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2029122900 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,046,230 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $772,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,679,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,384,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,448,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,196,250 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,805 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $468,494 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,159,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,344,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,569,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $403,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,165,810 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,205,545 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,205,545 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $703,698 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $117,044 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $586,654 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $108,932 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $108,932 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,989 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,299 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,690 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $853,848 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $395,376 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $458,472 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $196,013 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $257,395 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $257,395 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $90,124 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $90,124 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $244,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $871,042 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $244,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,390,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,792,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,164,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,258,753 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,254,053 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,648,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,792,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,418,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,510,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,551,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,634 | CashBOYAmt |
| Cash EOY | $194,457 | CashEOYAmt |
| Cash EOYFMV | $194,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,950,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,504,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,504,610 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,042,215 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,492,002 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,042,215 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,042,215 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $54,256 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $79,356 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $79,356 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,093,271 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,093,271 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,567,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,795,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,795,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,268,609 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,739,306 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,739,306 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,579,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,354,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,354,787 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,796,793 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,348,034 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $537,951 | LandBOYAmt |
| Land EOY | $448,759 | LandEOYAmt |
| Land EOYFMV | $448,759 | LandEOYFMVAmt |
| Other Assets BOY | $2,758,382 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,794,434 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,794,434 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $161,368,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,046,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,046,230 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $404,720 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $292,316 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,290,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,296,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,028,661 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,063,301 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,723,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,651,617 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $154,644,933 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $152,394,613 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,644,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,394,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,368,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,046,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,644,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,510,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $159,155,389 | SubtotalAmt |
| Other Decreases | $6,760,776 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,394,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $17,300,030 | $12,814,863 | $4,485,167 | $4,485,167 | ||
| ACACIA INSTITUTIONAL PARTNERS, LP | P | $155,007 | $155,007 | $155,007 | 2024-01-01 | 2024-12-31 | |
| CEP III FEEDER, LP | P | $4,192 | $4,192 | $4,192 | 2024-01-01 | 2024-12-31 | |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | P | $145,129 | $145,129 | $145,129 | 2024-01-01 | 2024-12-31 | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | P | $8,280 | -$8,280 | -$8,280 | 2024-01-01 | 2024-12-31 | |
| FOCUSED INVESTORS FUND LP | P | $68,513 | $68,513 | $68,513 | 2024-01-01 | 2024-12-31 | |
| GAIP 2019 (BERMUDA) AIV, LP | P | $46,012 | $46,012 | $46,012 | 2024-01-01 | 2024-12-31 | |
| GAIP 2019 AIV B, LP | P | $1,585 | $1,585 | $1,585 | 2024-01-01 | 2024-12-31 | |
| GENERAL ATLANTIC INVESTMENT PARTNERS 2019, LP | P | $60,637 | $44,832 | $15,805 | $15,805 | 2024-01-01 | 2024-12-31 |
| OWNERSHIP CAPITAL GLOBAL EQUITY (USD) FUND, LP | P | $10,513 | $10,513 | $10,513 | 2024-01-01 | 2024-12-31 | |
| PALMER SQUARE MULTI-ASSET CREDIT FUND LLC | P | $4,702 | -$4,702 | -$4,702 | 2024-01-01 | 2024-12-31 | |
| RETHINK IMPACT, LP | P | $116,400 | $116,400 | $116,400 | 2024-01-01 | 2024-12-31 | |
| THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY EXCLUSION | P | $447,281 | $447,281 | $447,281 | 2024-01-01 | 2024-12-31 | |
| TERRA ALPHA CONCENTRATED STRATEGY FUND LP | P | $103,187 | $103,187 | $103,187 | 2024-01-01 | 2024-12-31 | |
| TECHNOLOGY IMPACT FUND, LP | P | $474 | -$474 | -$474 | 2024-01-01 | 2024-12-31 | |
| TRUEBRIDGE CAPITAL PARTNERS FUND VIII, LP | P | $311 | $311 | $311 | 2024-01-01 | 2024-12-31 | |
| ANGELENO INVESTORS NEW FORESTS CO-INVEST LP | P | $315,737 | $20,041 | $295,696 | $295,696 | 2024-01-01 | 2024-12-31 |
| DENHAM COMMODITY PARTNERS FUND V LP | P | $13,369 | -$13,369 | -$13,369 | 2024-01-01 | 2024-12-31 | |
| PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS II LLC | P | $311,206 | -$311,206 | -$311,206 | 2024-01-01 | 2024-12-31 | |
| THE OVERLOOK PARTNERS FUND LP | P | $623,906 | $536,708 | $87,198 | $87,198 | 2024-01-01 | 2024-12-31 |
| ROCKEFELLER ACCESS FUND I, LLC | P | $6,047 | -$6,047 | -$6,047 | 2024-01-01 | 2024-12-31 | |
| ROCKEFELLER CLEANTECH VENTURES FUND, LLC | P | $9,224 | -$9,224 | -$9,224 | 2024-01-01 | 2024-12-31 | |
| 2006 SPECIAL GLOBAL OPPORTUNITIES, LLC | P | $6 | -$6 | -$6 | 2024-01-01 | 2024-12-31 | |
| AQUA-SPARK COOPERATIVE U.A. | P | $175,747 | $176,382 | -$635 | -$635 | 2024-01-01 | 2024-12-31 |
| PHAROS/LEVITRONIX | P | $2,000,007 | $249,183 | $1,750,824 | $1,750,824 | 2024-01-01 | 2024-12-31 |
| GENERATION IM GLOBAL EQUITY | P | $4,853,393 | $4,853,393 | $4,853,393 | 2024-01-01 | 2024-12-31 | |
| TACONIC OFFSHORE FUND 1.5 LTD | P | $3,646,914 | $3,646,914 | $3,646,914 | 2024-01-01 | 2024-12-31 | |
| CADENCE HEALTH | P | $317,066 | $317,066 | $317,066 | 2024-01-01 | 2024-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,196,250 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $230,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $230,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $230,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,972 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $103,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $233,811 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,740 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SUMMITFDN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029122900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 K STREET NW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200065321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | RP | ForeignCountryCd |
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 | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXIS SANT | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | PRESIDENT | 40.00 | $395,831 | $75,910 | $0 |
| SIOBAN REYES | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | VICE PRESIDENT | 40.00 | $329,353 | $44,358 | $0 |
| JASON HICKS | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TREASURER | 40.00 | $351,021 | $76,934 | $0 |
| JENNIFER RUFFNER | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | ASSISTANT SECRETARY | 40.00 | $180,902 | $51,674 | $0 |
| KATHERINE BANKS | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | CFO | 40.00 | $243,969 | $34,486 | $0 |
| ROGER SANT | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | CHAIRMAN | 4.00 | $0 | $0 | $0 |
| SHARI SANT | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | SECRETARY | 3.00 | $0 | $0 | $0 |
| ALISON SANT JOHNSON | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CHRISSIE SANT | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN SANT | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MICHAEL SANT | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SHIRA SAPERSTEIN | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| CRISTIAN SAMPER | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| LINDI VON MUTIUS | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | TRUSTEE | 3.00 | $15,000 | $0 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KATHERINE HALL | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | PROGRAM DIRECTOR | 40.00 | $242,333 | $74,222 | $0 |
| CHERI RECCHIA | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | PROGRAM DIRECTOR | 40.00 | $241,936 | $41,907 | $0 |
| NICKOLAS SIFUENTES | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | PROGRAM DIRECTOR | 40.00 | $243,923 | $38,814 | $0 |
| PAVLA TEIE | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | EXECUTIVE ASSISTANT | 40.00 | $133,660 | $60,540 | $0 |
| JUSTIN DAVIS | ||||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 200065321 | OPERATIONS MANAGER | 40.00 | $102,470 | $21,300 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | ||||||
| 115 FEDERAL ST SUITE 2600 | BOSTON | MA | 02110 | INVESTMENT CONSULTING | $359,008 | |
| MRAG AMERICAS INC | ||||||
| 65 EASTERN AVE | ESSEX | MA | 01929 | CONSULTANTS | $121,122 | |
| BERNUTH & WILLIAMSON | ||||||
| 2000 P ST NW 730 | WASHINGTON | DC | 20036 | CONSULTANTS | $88,800 | |
| ARENTFOX SCHIFF | ||||||
| 1717 K STREET NW | WASHINGTON | DC | 20006 | LEGAL SERVICES | $85,057 | |
| CBIZ | ||||||
| 5959 ROCKSIDE WOODS BLVD NORTH | CLEVELAND | OH | 44131 | AUDIT SERVICES | $52,989 | SUITE 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDAECO: FUNDAECO IS AN ORGANIZATION THAT PROTECTS CRITICAL HABITAT IN GUATEMALA. | Description1Txt |
| Expenses1 | $400,000 | Expenses1Amt |
| Total | $400,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,777,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,709,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $102,031,364 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,517,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,517,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,407,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,110,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,905,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,905,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230,071 | TotalTaxAmt |
| Distributable Before Adj | $7,675,435 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,675,435 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,675,435 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,418,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $400,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $106,820 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,925,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,675,435 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,817,562 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,679,391 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,194,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $452,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,902,923 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,802,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,032,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,925,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,817,562 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,675,435 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,432,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,464,882 | 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 | $2,679,391 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,785,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,194,926 | ExcessFromYear4Amt |
| Excess From Year3 | $452,381 | ExcessFromYear3Amt |
| Excess From Year2 | $3,902,923 | ExcessFromYear2Amt |
| Excess From Year1 | $5,802,499 | ExcessFromYear1Amt |
| Excess From Current Year | $2,432,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBUQUERQUE COMMUNITY FOUNDATION | |||||||||||||
| 624 TIJERAS NW | ALBUQUERQUE | NM | 87102 | N/A | PC | BUILDING TRANSPORTATION EQUITY AND SAFETY IN ALBUQUERQUE, NEW MEXICO | $40,000 | ||||||
| ALLIANCE FOR A JUST SOCIETY | |||||||||||||
| 3518 SOUTH EDMUNDS STREET | SEATTLE | WA | 98118 | N/A | PC | STATE DOT REFORM | $37,500 | ||||||
| AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY | |||||||||||||
| 529 14TH STREET NW SUITE 600 | WASHINGTON | DC | 20045 | N/A | PC | MEETING THE MOMENT: LEVERAGING TRANSFORMATIVE FEDERAL FUNDING TO ADVANCE DECARBONIZATION AND EQUITY IN BUILDINGS AND TRANSPORTATION | $100,000 | ||||||
| ASOCIACION AMA | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | 4A CALLE 5-09 ZONA 1 BARRIO EL | CENTRO | POPTUN | GT | PE 1712 | |||||
| ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN | |||||||||||||
| N/A | PC | HOLISTIC EDUCATION FOR YOUTH IN HONDURAS | $50,000 | BARRIO BELLA VISTA 5TA AVE 24 CALLE | LA CEIBA | HO | AT 31101 | ||||||
| ASOCIACION GOJOVEN HONDURAS | |||||||||||||
| N/A | PC | SEXUAL HEALTH, REPRODUCTIVE HEALTH AND HEALTH FOR MY LIFE | $70,000 | COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO W-20 CASA 1340 CONTI | TEGUCIGALPA | HO | 504 | |||||
| ASOCIACION GUATEMALTECA DE JOVENES POR LA ADOLESCENCIA Y LA JUVENTUD | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | 2 AV B 8-89 CIUDAD PERONIA ZONA 8 | DE VILLA NUEVA | GUATEMALA | GT | GU 502 | |||||
| ASOCIACION INTERAMERICANA PARA LA DEFENSA DEL AMBIENTE (AIDA) | |||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | IMPROVING THE WATER QUALITY AND HEALTH OF THE MOTAGUA RIVER, 2024 | $175,000 | ||||||
| ASOCIACION TAN UX'IL | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $25,480 | AVENIDA BARRIOS ISLA DE FLORES | PETEN | GT | PE 17001 | ||||||
| BLUE VENTURES CONSERVATION | |||||||||||||
| N/A | PC | GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN BELIZE, 2025-2027 | $40,000 | MEZZANINE THE OLD LIBRARY TRINITY | ROAD ST JUDES | BRISTOL | UK | BST BS2 0NW | |||||
| BLUE WORLD FOUNDATION INC | |||||||||||||
| 1900 PURDY AVENUE SUITE 803 | MIAMI BEACH | FL | 33139 | N/A | PC | SEEKING TO REDUCE FISHING PRESSURE IN CARIBBEAN GUATEMALA THROUGH ALTERNATIVE LIVELIHOODS, 2024-2026 | $20,000 | ||||||
| BOSTON BALLET | |||||||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| BRONX RIVER ALLIANCE INC | |||||||||||||
| 1 BRONX RIVER PKWY | BRONX | NY | 10462 | N/A | PC | SUSTAINABLE ENGAGEMENT AND DESIGN JUSTICE FOR THE CROSS BRONX EXPRESSWAY | $25,000 | ||||||
| CARNEGIE INSTITUTION FOR SCIENCE | |||||||||||||
| 5251 BROAD BRANCH ROAD NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CASA MYRNA | |||||||||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES) | |||||||||||||
| N/A | NC | RECARGA HONDURAS RESOURCE SUPPORT CENTER | $26,000 | RESIDENCIAL ROBLE OESTE BLOQUE 15 | CASA 15 II ETAPA | TEGUCIGALPA | HO | FM 11101 | |||||
| CHARITIES AID FOUNDATION OF AMERICA | |||||||||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | FOR THE ORGANIZATION'S WORK WITH MINGA PERU, TO PROMOTE SUSTAINABLE CHANGE FOR INDIGENOUS WOMEN AND THEIR COMMUNITIES THROUGHOUT THE PERUVIAN AMAZON | $2,000 | ||||||
| CHISHOLM LEGACY PROJECT | |||||||||||||
| 300 E LOMBARD STREET SUITE 840 | BALTIMORE | MD | 21202 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| COINCIDIR | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | KM 155 CARRETERA A EL SALVADOR LOTE | 8 VALLE DEL ENSUENO | SANTA CATARINA PINULA | GT | GU 01051 | |||||
| COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS | |||||||||||||
| PO BOX 40991 | DENVER | CO | 80204 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| CORAL REEF ALLIANCE | |||||||||||||
| 548 MARKET STREET SUITE 29802 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL PROGRAM SUPPORT FOR CORAL'S WORK IN THE MESOAMERICAN REEF ECOREGION, 2025-2027 | $245,000 | ||||||
| DC ABORTION FUND | |||||||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | |||||||||||||
| 1412 PEARL STREET EUGENE | EUGENE | OR | 97401 | N/A | PC | GENERAL PROGRAM SUPPORT FOR APPLYING LEGAL TOOLS TO PROTECT THE MESOAMERICAN REEF, 2023-2025 | $300,000 | ||||||
| FOS FEMINISTA | |||||||||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | ||||||
| FRAGMENTS OF HOPE LTD | |||||||||||||
| 11729 RAINTREE DR | TAMPA | FL | 33617 | N/A | PC | GENERAL OPERATING SUPPORT 2024 | $15,000 | ||||||
| FRIENDS OF TURNEFFE ATOLL DBA TURNEFFE ATOLL TRUST | |||||||||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | N/A | PC | GENERAL OPERATING SUPPORT, 2024-2027 | $150,000 | ||||||
| FUNDACION ACCESO | |||||||||||||
| N/A | PC | WEAVING REGIONAL NETWORKS AND CAPACITIES FOR THE COMPREHENSIVE PROTECTION OF INDIVIDUALS, COLLECTIVES AND COMMUNITIES THAT PROMOTE AND DEFEND HUMAN RIGHTS | $50,000 | APARTADO POSTAL 288-2050 | MONTES DE OCA | CS | SJ 11502 | ||||||
| FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION (FUNDAECO) | |||||||||||||
| N/A | PC | SCALING UP NO-TAKE AREAS AND SUSTAINABLE FISHERIES MANAGEMENT IN CARIBBEAN GUATEMALA 2023-2024 | $150,000 | 25 CALLE 2-39 ZONA 1 | GUATEMALA | GT | GU 01001 | ||||||
| FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION (FUNDAECO) | |||||||||||||
| N/A | PC | SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR RURAL INDIGENOUS WOMEN IN GUATEMALA: CONSOLIDATING AND SCALING UP A SUCCESSFUL DELIVERY MODEL | $150,000 | 25 CALLE 2-39 ZONA 1 | GUATEMALA | GT | GU 01001 | ||||||
| GIRL RISING | |||||||||||||
| PO BOX 1836 | PITTSFIELD | MA | 01201 | N/A | PC | COMPARSA: FEATURE DOCUMENTARY IN COLLABORATION WITH YOUTH ACTIVISTS IN CIUDAD PERONIA, GUATEMALA. | $10,000 | ||||||
| GIRL RISING | |||||||||||||
| PO BOX 1836 | PITTSFIELD | MA | 01201 | N/A | PC | GIRL RISING GUATEMALA GENDER EQUITY PROGRAMMING AND CAMPAIGN | $125,000 | ||||||
| GLASSWING INTERNATIONAL USA | |||||||||||||
| 1300 I STREET NW SUITE 400E | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| GLOBAL FUND FOR CHILDREN | |||||||||||||
| 1411 K STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | N/A | PC | ORGANIZATIONAL STRENGTHENING TO SUSTAIN GENDER-BASED VIOLENCE PREVENTION IN GUATEMALA | $27,500 | ||||||
| GLOBAL FUND FOR CHILDREN | |||||||||||||
| 1411 K STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | N/A | PC | EDUCATIONAL RECOVERY IN CENTRAL AMERICA: SUPPORTING THE CRITICAL ROLE OF CIVIL SOCIETY ORGANIZATIONS | $100,000 | ||||||
| GLOBAL FUND FOR CHILDREN | |||||||||||||
| 1411 K STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | N/A | PC | HEEL: BOOSTING YOUTH LEADERSHIP FOR GENDER JUSTICE IN CENTRAL AMERICA | $150,000 | ||||||
| GLOBAL PHILANTHROPY PARTNERSHIP | |||||||||||||
| 303 E WACKER DRIVE SUITE 2108 | CHICAGO | IL | 60601 | N/A | PC | CLEAN RIDES NETWORK PLANNING PHASE | $150,000 | ||||||
| GLOBAL PHILANTHROPY PARTNERSHIP | |||||||||||||
| 303 E WACKER DRIVE SUITE 2108 | CHICAGO | IL | 60601 | N/A | PC | EQUITABLE TRANSPORTATION FUND ROUNDS 4 (2023) AND 5 (2024) | $100,000 | ||||||
| GREATER GREATER WASHINGTON COMMONS | |||||||||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | N/A | PC | EQUITABLE TRANSPORTATION IN THE DMV REGION | $90,000 | ||||||
| GREEN EMPOWERMENT | |||||||||||||
| PO BOX 8802 | PORTLAND | OR | 97207 | N/A | PC | TRAINING FOR WOMEN IN RURAL COMMUNITIES WITH DIGITAL COMMUNITY CENTERS IN ALTA VERAPAZ, HUEHUETENANGO AND QUICHE | $30,000 | ||||||
| HEALTHY REEFS FOR HEALTHY PEOPLE INC | |||||||||||||
| 1525 SW 5TH STREET | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL OPERATING SUPPORT 2023-2024 | $151,300 | ||||||
| HEALTHY REEFS FOR HEALTHY PEOPLE INC | |||||||||||||
| 1525 SW 5TH STREET | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL OPERATING SUPPORT, 2024-2027 | $200,000 | ||||||
| ILLINOIS CAUCUS FOR ADOLESCENT HEALTH | |||||||||||||
| 2501 CHATHAM RD SUITE N SPRINGFIELD | SPRINGFIELD | IL | 62704 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | IL 62704 UNITED STATES | |||||
| INICIATIVA GUATEMALA | |||||||||||||
| PO BOX 1153 BEALETON VA 22712 | BEALETON | VA | 22712 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | UNITED STATES | |||||
| INNOVATION NETWORK FOR COMMUNITIES | |||||||||||||
| 156 GROVER LANE | TAMWORTH | NH | 04429 | N/A | PC | COMMUNITY-DRIVEN RETROFIT ACCELERATORS: AN INCLUSIVE AND SCALABLE BUILDING DECARBONIZATION STRATEGY | $150,000 | ||||||
| INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES | |||||||||||||
| N/A | PC | EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN GUATEMALA | $60,000 | 6A CALLE 1-36 ZONA 10 EDIFICIO | VALSARI 7O NIVEL OFICINA 702 | GUATEMALA | GT | GU 01001 | |||||
| INSTITUTE FOR LOCAL SELF-RELIANCE INC | |||||||||||||
| 2720 E 22ND STREET | MINNEAPOLIS | MN | 55406 | N/A | PC | ENERGY DEMOCRACY INITIATIVE | $50,000 | ||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PC | DESIGNATED FOR THE FRIENDS OF CENTRO MUJERES FUND | $2,000 | ||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PC | SUPPORTING THE DEVELOPMENT OF CIVIL SOCIETY ORGANIZATION PLATFORMS IN GUATEMALA | $21,200 | ||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PC | GENERAL PROGRAM SUPPORT FOR LOCAL SOLUTIONS FOR SCALING IMPACT IN MEXICO AND THE WIDER MESOAMERICAN REEF FOR RESILIENT COMMUNITIES, SUSTAINABLE FISHERIES AND HEALTHY OCEANS | $42,400 | ||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PC | IMPROVING FISHERIES IN THE MESOAMERICAN REEF AND WATER QUALITY IN THE MAYAN AQUIFER, 2025-2027 | $225,000 | ||||||
| INTERNEWS NETWORK | |||||||||||||
| PO BOX 4448 | ARCATA | CA | 95518 | N/A | PC | STRENGTHENING FISHERIES REPORTING IN BELIZE | $5,000 | ||||||
| ISLAND PRESS | |||||||||||||
| 2000 M STREET NW SUITE 480-B | WASHINGTON | DC | 20036 | N/A | PC | SUPPORTING THOUGHT LEADERSHIP ON SUSTAINABLE CITIES | $75,000 | ||||||
| JANE'S DUE PROCESS INC | |||||||||||||
| 1401 LAVACA STREET PMB 41363 | AUSTIN | TX | 75227 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| LATIN AMERICA WORKING GROUP EDUCATION FUND | |||||||||||||
| 1301 CONNECTICUT AVENUE SUITE 600 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| LIGHTHOUSE BLACK GIRL PROJECTS THE | |||||||||||||
| PO BOX 607 | JACKSON | MS | 39205 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| LIGHTHOUSE BLACK GIRL PROJECTS THE | |||||||||||||
| PO BOX 607 | JACKSON | MS | 39205 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MAIA | |||||||||||||
| 1031 33RD STREET SUITE 176 | DENVER | CO | 80205 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | ||||||
| MARALLIANCE | |||||||||||||
| 2000 EDWARDS STREET SUITE B-100 | HOUSTON | TX | 77007 | N/A | PC | STRENGTHENING MARALLIANCES ROLE IN CONSERVATION AND COMMUNITY ENGAGEMENT IN BELIZE AND HONDURAS | $15,000 | ||||||
| MESOAMERICAN REEF FUND | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | 22 AVENIDA 0-59 ZONA 15 VISTA | HERMOSA II | GUATEMALA | GT | GU 01015 | |||||
| MESOAMERICAN REEF FUND | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | 22 AVENIDA 0-59 ZONA 15 VISTA | HERMOSA II | GUATEMALA | GT | GU 01015 | |||||
| MONGABAY | |||||||||||||
| 1259 EL CAMINO REAL 150 | MENLO PARK | CA | 94025 | N/A | PC | SOLUTIONS JOURNALISM PROJECT ON THE MANAGEMENT OF THE MESOAMERICAN REEF, WITH A FOCUS ON BELIZE | $50,000 | ||||||
| MOTHERS OUT FRONT | |||||||||||||
| PO BOX 55071 23686 | BOSTON | MA | 02205 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| MULTIPLIER | |||||||||||||
| 548 MARKET STREET PMB 81178 | SAN FRANCISCO | CA | 94104 | N/A | PC | COMBATTING OCEAN SEWAGE 2024 | $5,000 | ||||||
| NATIONAL ASSOCIATION OF CITY TRANSPORTATION OFFICIALS | |||||||||||||
| 120 PARK AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | N/A | PC | CLEAN RIDES PARTNERSHIP | $50,000 | ||||||
| NEW JERSEY ENVIRONMENTAL JUSTICE ALLIANCE | |||||||||||||
| 45 ACADEMY ST SUITE 205 | NEWARK | NJ | 07102 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| NEW YORK BOTANICAL GARDEN | |||||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| OCEANA INC | |||||||||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN MEXICO, 2024 | $20,000 | 200 | |||||
| OCEANA INC | |||||||||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | ASSESSING AND STRENGTHENING OCEANA'S SECURITY IN BELIZE | $45,000 | 200 | |||||
| OCEANA INC | |||||||||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | GENERAL PROGRAM SUPPORT FOR OCEANA'S WORK IN BELIZE, 2023-2026 | $175,000 | 200 | |||||
| ORGANIZATION FOR YOUTH EMPOWERMENT | |||||||||||||
| 3351 18TH STREET NW | WASHINGTON | DC | 20010 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| PANORAMA GLOBAL | |||||||||||||
| 2101 4TH AVENUE SUITE 2100 | SEATTLE | WA | 98121 | N/A | PC | TRANSFORMING SYSTEMS TO BENEFIT NATIVE AMERICAN COMMUNITIES BY INVESTING IN THE RISING GENERATION OF INDIGENOUS GIRLS AND 2SLGBTQ YOUNG PEOPLE | $75,000 | ||||||
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||||||||
| PO BOX 460 | WARRENTON | VA | 20188 | N/A | PC | TRANSPORTATION AND SMART GROWTH FOR THE WASHINGTON DC REGION TO ACHIEVE CLIMATE AND EQUITY GOALS | $30,000 | ||||||
| POPULATION COUNCIL INC | |||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | N/A | PC | CONSOLIDATING THE LEGACY OF THE ABRIENDO OPORTUNIDADES PROGRAM FOR INDIGENOUS GIRLS AND MENTORS IN MOMOSTENANGO | $125,000 | ||||||
| POPULATION COUNCIL INC | |||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | N/A | PC | RESOURCE CENTER FOR EQUITABLE EDUCATIONAL RECOVERY IN GUATEMALA | $30,000 | ||||||
| PROTEUS FUND | |||||||||||||
| 275 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10016 | N/A | PC | THIRD WAVE FUND | $20,000 | ||||||
| PUBLIC HEALTH INSTITUTE | |||||||||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 94607 | N/A | PC | BUILDING POWER WITH RISE UP GIRLS NETWORKS TO ADVANCE GENDER EQUITY IN GUATEMALA AND HONDURAS | $150,000 | ||||||
| REGIONAL PLAN ASSOCIATION INC | |||||||||||||
| 1 WHITEHALL ST 16TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | ENSURING CLIMATE AND EQUITY IN NEW YORK TRANSPORTATION SPENDING | $50,000 | ||||||
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC | |||||||||||||
| 47 KEARNY STREET ITE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| RIDERS ALLIANCE INC | |||||||||||||
| 150 BROADWAY SUITE 1005 | NEW YORK | NY | 10038 | N/A | PC | SUPPORTING NYSDOT REFORM & NYC BUS IMPROVEMENT | $50,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | N/A | PC | STATE-LEVEL DOT REFORM | $25,434 | ||||||
| SEATTLE INTERNATIONAL FOUNDATION | |||||||||||||
| 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | N/A | SO I | 2024 CENTRAL AMERICA DONORS FORUM | $20,000 | ||||||
| SEATTLE INTERNATIONAL FOUNDATION | |||||||||||||
| 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | N/A | SO I | GENERAL PROGRAM SUPPORT FOR CAMY FUND | $150,000 | ||||||
| SHARED-USE MOBILITY CENTER | |||||||||||||
| 222 MERCHANDISE MART PLAZA SUITE | CHICAGO | IL | 60654 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | 570 | |||||
| SHE'S THE FIRST INC | |||||||||||||
| 590 AVENUE OF THE AMERICAS 8TH | NEW YORK | NY | 10011 | N/A | PC | ELLAS AL FRENTE: A TRAINING INITIATIVE TO INCREASE GIRLS POWER IN EMERGING CBOS IN GUATEMALA, HONDURAS, AND EL SALVADOR | $25,000 | FLOOR | |||||
| SMART GROWTH AMERICA | |||||||||||||
| 1350 I STREET NW SUITE 425 | WASHINGTON | DC | 20005 | N/A | PC | TRANSPORTATION POLICY REFORM (CLEAN RESPONSIBLE INVESTMENTS TO DECREASE EMISSIONS IN STATES) | $150,000 | ||||||
| SMITHSONIAN INSTITUTION | |||||||||||||
| OFFICE OF SPONSORED PROJECTS PO BOX | WASHINGTON | DC | 20013 | N/A | PC | SUPPORTING MARINE RESOURCE MANAGEMENT IN THE MESOAMERICAN REEF REGION, 2024 - 2026 | $50,000 | 37012 MRC 1205 | |||||
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC | |||||||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | N/A | PC | LOCAL CLEAN ENERGY ALLIANCE | $35,000 | ||||||
| SOCIAL GOOD FUND | |||||||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | DIVERSE CITY FUND - FINANCIAL AND SOCIAL CAPITAL FOR RACIAL AND SOCIAL JUSTICE | $1,000 | ||||||
| SOUTHEAST SUSTAINABILITY DIRECTORS NETWORK | |||||||||||||
| 9 VON RUCK TERRACE | ASHEVILLE | NC | 28801 | N/A | PC | LEVERAGING NETWORKS TO ACCELERATE LOCAL CLIMATE ACTION | $75,000 | ||||||
| SPRING STREET CLIMATE FUND | |||||||||||||
| PO BOX 24685 | BROOKLYN | NY | 11202 | N/A | PC | NEW AMBITION IN NEW YORK: LEADING ON TRANSPORTATION INVESTMENT AND BUILDING DECARBONIZATION | $50,000 | ||||||
| STAND | |||||||||||||
| 548 MARKET STREET SUITE 74196 | SAN FRANCISCO | CA | 94104 | N/A | PC | SAFE CITIES: FAST TRACKING CLEAN ENERGY SOLUTIONS | $75,000 | ||||||
| STICHTING RUTGERS | |||||||||||||
| N/A | PC | YIELD COLLECTIVE ACTION LEARNING HUB | $75,000 | PO BOX 9022 | UTRECHT | NL | UT 3506 GA | ||||||
| TAHIRIH JUSTICE CENTER | |||||||||||||
| 6400 ARLINGTON BOULEVARD SUITE 400 | FALLS CHURCH | VA | 22042 | N/A | PC | GENERAL SUPPORT OF EFFORTS TO ASSIST REFUGEE WOMEN AND CHILDREN FLEEING GENDER-BASED VIOLENCE AND TO ADVOCATE FOR BETTER POLICIES TO PROTECT THEM | $3,000 | ||||||
| TEEN HEALTH MISSISSIPPI | |||||||||||||
| 125 S CONGRESS STREET SUITE 1330 | JACKSON | MS | 39201 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| TIDES CENTER | |||||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | ORGANIZING FOR A CLEAN ECONOMY IN THE HUDSON VALLEY | $30,000 | ||||||
| TIDES CENTER | |||||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | SHIFTING TRANSPORTATION POLICY AND NARRATIVES TOWARDS CLIMATE JUSTICE AND UNIVERSAL MOBILITY | $50,000 | ||||||
| TRANSPORTATION CHOICES COALITION | |||||||||||||
| 1402 3RD AVENUE SUITE 310 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATING SUPPORT | $33,239 | ||||||
| TRI-STATE TRANSPORTATION CAMPAIGN | |||||||||||||
| 231 W 29TH STREET SUITE 904 | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| TRUST FOR PUBLIC LAND | |||||||||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| N/A | PC | ASSESSING FISHING MORTALITY FOR KEY SPECIES IN THE MESOAMERICAN REEF | $6,000 | 102-6190 AGRONOMY ROAD | VANCOUVER | CA | V6T 1Z3 | ||||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| N/A | PC | ASSESSING FISHERIES SUSTAINABILITY IN BELIZE AND THE WIDER MESOAMERICAN REEF | $95,000 | 102-6190 AGRONOMY ROAD | VANCOUVER | CA | V6T 1Z3 | ||||||
| URBAN SUSTAINABILITY DIRECTORS NETWORK | |||||||||||||
| 500 WESTOVER DRIVE 14973 | SANFORD | NC | 27330 | N/A | PC | ADVANCING JUST CLIMATE ACTION IN THE BUILT ENVIRONMENT | $125,000 | ||||||
| URBAN SUSTAINABILITY DIRECTORS NETWORK | |||||||||||||
| 500 WESTOVER DRIVE 14973 | SANFORD | NC | 27330 | N/A | PC | LEVERAGING NETWORKS TO ACCELERATE LOCAL CLIMATE ACTION | $75,000 | ||||||
| URGE UNITE FOR REPRODUCTIVE & GENDER EQUALITY | |||||||||||||
| 1012 14TH STREET NW SUITE 305 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| WINDWARD FUND | |||||||||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | N/A | PC | COLLABORATIVE FUND TO DECARBONIZE THE BUILT ENVIRONMENT | $75,000 | ||||||
| WOMEN'S JUSTICE INITIATIVEINICIATIVA DE LOS DERECHOS DE LA MUJER | |||||||||||||
| PO BOX 21540 | NEW YORK | NY | 10087 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| WORLD RESOURCES INSTITUTE | |||||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | ADVANCING STATE TRANSPORTATION POLICY REFORM | $75,000 | ||||||
| WORLD WILDLIFE FUND | |||||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PC | IMPROVING BUFFER ZONES IN KEY WATERSHEDS TO REDUCE AGRICULTURAL RUN-OFF INTO THE MESOAMERICAN REEF, 2023-2025 | $150,000 | ||||||
| GOJOVEN BELIZE ALUMNI ASSOCIATION | |||||||||||||
| N/A | PC | EMPOWERING TOMORROW'S LEADERS: ADVANCING SEXUAL AND REPRODUCTIVE HEALTH THROUGH YOUTH LEADERSHIP | $70,000 | 54 BEST BUILDING HUMMINGBIRD | HIGHWAY | BELMOPAN | BH | CY 501 | |||||
| UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA | |||||||||||||
| N/A | PC | BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE, AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLANTIDA, HONDURAS | $33,000 | COLONIA BANTRAL CALLE PRINCIPAL | CASA NO 1 CONTIGUO A LA CASETA DE S | LA CEIBA | HO | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,254,053 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBUQUERQUE COMMUNITY FOUNDATION | |||||||||||||
| 624 TIJERAS NW | ALBUQUERQUE | NM | 87102 | N/A | PC | BUILDING TRANSPORTATION EQUITY AND SAFETY IN ALBUQUERQUE, NEW MEXICO | $40,000 | ||||||
| ASOCIACION AMA | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | 4A CALLE 5-09 ZONA 1 BARRIO EL | CENTRO | POPTUN | GT | PE 1712 | |||||
| ASOCIACION GOJOVEN HONDURAS | |||||||||||||
| N/A | PC | SEXUAL HEALTH, REPRODUCTIVE HEALTH AND HEALTH FOR MY LIFE | $60,000 | COL ALTOS DE MIRAMONTES DIAGONAL | FRISCO LOTE NO W-20 CASA 1340 CONTI | TEGUCIGALPA | HO | 504 | |||||
| BLUE VENTURES CONSERVATION | |||||||||||||
| N/A | PC | GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN BELIZE, 2025-2027 | $80,000 | MEZZANINE THE OLD LIBRARY TRINITY | ROAD ST JUDES | BRISTOL | UK | BST BS2 0NW | |||||
| BLUE WORLD FOUNDATION INC | |||||||||||||
| 1900 PURDY AVENUE SUITE 803 | MIAMI BEACH | FL | 33139 | N/A | PC | SEEKING TO REDUCE FISHING PRESSURE IN CARIBBEAN GUATEMALA THROUGH ALTERNATIVE LIVELIHOODS, 2024-2026 | $20,000 | ||||||
| COINCIDIR | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | KM 155 CARRETERA A EL SALVADOR LOTE | 8 VALLE DEL ENSUENO | SANTA CATARINA PINULA | GT | GU 01051 | |||||
| CORAL REEF ALLIANCE | |||||||||||||
| 548 MARKET STREET SUITE 29802 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL PROGRAM SUPPORT FOR CORAL'S WORK IN THE MESOAMERICAN REEF ECOREGION, 2025-2027 | $490,000 | ||||||
| FOS FEMINISTA | |||||||||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 | ||||||
| FRIENDS OF TURNEFFE ATOLL DBA TURNEFFE ATOLL TRUST | |||||||||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | N/A | PC | GENERAL OPERATING SUPPORT, 2024-2027 | $250,000 | ||||||
| GREATER GREATER WASHINGTON COMMONS | |||||||||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | N/A | PC | EQUITABLE TRANSPORTATION IN THE DMV REGION | $180,000 | ||||||
| GREEN EMPOWERMENT | |||||||||||||
| PO BOX 8802 | PORTLAND | OR | 97207 | N/A | PC | TRAINING FOR WOMEN IN RURAL COMMUNITIES WITH DIGITAL COMMUNITY CENTERS IN ALTA VERAPAZ, HUEHUETENANGO AND QUICHE | $30,000 | ||||||
| HEALTHY REEFS FOR HEALTHY PEOPLE INC | |||||||||||||
| 1525 SW 5TH STREET | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL OPERATING SUPPORT, 2024-2027 | $400,000 | ||||||
| INICIATIVA GUATEMALA | |||||||||||||
| PO BOX 1153 | BEALETON | VA | 22712 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PC | IMPROVING FISHERIES IN THE MESOAMERICAN REEF AND WATER QUALITY IN THE MAYAN AQUIFER, 2025-2027 | $440,000 | ||||||
| JANE'S DUE PROCESS INC | |||||||||||||
| 1401 LAVACA STREET PMB 41363 | AUSTIN | TX | 75227 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| MAIA | |||||||||||||
| 1031 33RD STREET SUITE 176 | DENVER | CO | 80205 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | ||||||
| NATIONAL ASSOCIATION OF CITY TRANSPORTATION OFFICIALS | |||||||||||||
| 120 PARK AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | N/A | PC | CLEAN RIDES PARTNERSHIP | $50,000 | ||||||
| PANORAMA GLOBAL | |||||||||||||
| 2101 4TH AVENUE SUITE 2100 | SEATTLE | WA | 98121 | N/A | PC | TRANSFORMING SYSTEMS TO BENEFIT NATIVE AMERICAN COMMUNITIES BY INVESTING IN THE RISING GENERATION OF INDIGENOUS GIRLS AND 2SLGBTQ YOUNG PEOPLE | $150,000 | ||||||
| POPULATION COUNCIL INC | |||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | N/A | PC | CONSOLIDATING THE LEGACY OF THE ABRIENDO OPORTUNIDADES PROGRAM FOR INDIGENOUS GIRLS AND MENTORS IN MOMOSTENANGO | $250,000 | ||||||
| SEATTLE INTERNATIONAL FOUNDATION | |||||||||||||
| 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | N/A | PC | GENERAL PROGRAM SUPPORT FOR CAMY FUND | $150,000 | ||||||
| SMART GROWTH AMERICA | |||||||||||||
| 1350 I STREET NW SUITE 425 | WASHINGTON | DC | 20005 | N/A | PC | TRANSPORTATION POLICY REFORM (CLEAN RESPONSIBLE INVESTMENTS TO DECREASE EMISSIONS IN STATES) | $300,000 | ||||||
| SMITHSONIAN INSTITUTION | |||||||||||||
| OFFICE OF SPONSORED PROJECTS PO BOX | WASHINGTON | DC | 20013 | N/A | PC | SUPPORTING MARINE RESOURCE MANAGEMENT IN THE MESOAMERICAN REEF REGION, 2024 - 2026 | $50,000 | 37012 MRC 1205 | |||||
| TIDES CENTER | |||||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | ORGANIZING FOR A CLEAN ECONOMY IN THE HUDSON VALLEY | $30,000 | ||||||
| TIDES CENTER | |||||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | SHIFTING TRANSPORTATION POLICY AND NARRATIVES TOWARDS CLIMATE JUSTICE AND UNIVERSAL MOBILITY | $50,000 | ||||||
| URBAN SUSTAINABILITY DIRECTORS NETWORK | |||||||||||||
| 500 WESTOVER DRIVE 14973 | SANFORD | NC | 27330 | N/A | PC | ADVANCING JUST CLIMATE ACTION IN THE BUILT ENVIRONMENT | $125,000 | ||||||
| WINDWARD FUND | |||||||||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | N/A | PC | COLLABORATIVE FUND TO DECARBONIZE THE BUILT ENVIRONMENT | $100,000 | ||||||
| WORLD RESOURCES INSTITUTE | |||||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | N/A | PC | ADVANCING STATE TRANSPORTATION POLICY REFORM | $75,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,705,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $772,032 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$104,526 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,488,924 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$104,526 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,263,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,159,365 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $52,989 | Amt |
| Net Investment Income | $5,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,690 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt | Foreign PostalForeignAddress/ForeignPostalCd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BELIZE NETWORK OF NGOS | ||||||||||||||||
| 2358 HIBISCUS AVENUE | BELMOPAN | BH | 2023-11-29 | $15,000 | BUILDING THE EFFECTIVENESS OF THE BELIZE NETWORK OF NGOS | $11,780 | NONE | 3/27/24, 2/3/25 AND 5/30/25 | 2025-02-04 | INTERIM REPORTS SUBMITTED 3-27-24 AND 2-3-25; FINAL REPORT DUE 5-30-25 | ||||||
| CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES) | ||||||||||||||||
| RESIDENCIAL ROBLE OESTE BLOQUE 15 | TEGUCIGALPA | HO | 2023-05-01 | $26,000 | RECARGA HONDURAS RESOURCE SUPPORT CENTER | $17,480 | NONE | 5/16/24 AND 5/15/25 | 2025-05-15 | INTERIM REPORT SUBMITTED 5-16-24; INTERIM REPORT DUE 5-15-25; FINAL REPORT DUE 8-31-26 | CASA 15 II ETAPA | FM 11101 | ||||
| NEW SUN ROAD PBC | ||||||||||||||||
| 2023-08-18 | $25,000 | TECHNICAL ASSISTANCE TO WOMEN LEADERS OF THE DIGITAL COMMUNITY CENTERS IN HUEHUETENANGO AND ALTA VERAPAZ, GUATEMALA | $25,000 | NONE | 1/23/24, 3/5/24 AND 9/17/24 | 2024-11-27 | INTERIM REPORTS SUBMITTED 1-23-24 AND 3-5-24; FINAL REPORT SUBMITTED 9-17-24 | 1301 SOUTH 46TH STREET BUILDING 112 | RICHMOND | CA | 94804 | |||||
| CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES) | ||||||||||||||||
| RESIDENCIAL ROBLE OESTE BLOQUE 15 | TEGUCIGALPA | HO | 2024-01-01 | $26,000 | RECARGA HONDURAS RESOURCE SUPPORT CENTER | $0 | NONE | 5/16/24 AND 5/15/25 | 2025-05-15 | INTERIM REPORT SUBMITTED 5-16-24; INTERIM REPORT DUE 5-15-25; FINAL REPORT DUE 8-31-26 | CASA 15 II ETAPA | FM 11101 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART II, BALANCE SHEET | ON 11:59PM OF DECEMBER 31, 2023 THE SUMMIT CHARITABLE FOUNDATION, INC. MERGED WITH SANT CHARITABLE FOUNDATION, INC. 2024 BEGINNING BALANCE SHEET NUMBERS REFLECT THE DISTRIBUTION. |
| FORM 990PF, AMENDED RETURN | FORM 990-PF, PART VII, LINE 1, COLUMN (C), AND CORRESPONDING SCHEDULES AND STATEMENTS ARE AMENDED TO REPORT TRUSTEE COMPENSATION THAT WAS INADVERTENTLY OMITTED WHEN THE RETURN WAS ORIGINALLY FILED. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (63 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXELON CORP | $123,830 | $123,830 |
| PUBLIC SERVICE ELECTRIC | $116,242 | $116,242 |
| NEXTERA ENERGY CAPITAL | $152,569 | $152,569 |
| XCEL ENERGY INC | $145,370 | $145,370 |
| AMERICAN ELECTRIC POWER | $173,549 | $173,549 |
| DTE ELECTRIC CO | $151,014 | $151,014 |
| EVERSOURCE ENERGY | $167,565 | $167,565 |
| NATIONAL RURAL UTIL COOP | $76,840 | $76,840 |
| BANK OF MONTREAL | $224,476 | $224,476 |
| BANK OF NOVA SCOTIA | $153,044 | $153,044 |
| STATE STREET CORP | $141,040 | $141,040 |
| PNC FINANCIAL SERVICES | $140,967 | $140,967 |
| CANADIAN IMPERIAL BANK | $298,782 | $298,782 |
| BANK OF NY MELLON CORP | $152,473 | $152,473 |
| TRUIST FINANCIAL CORP | $245,566 | $245,566 |
| AMERICAN EXPRESS CO | $154,444 | $154,444 |
| ROYAL BANK OF CANADA | $187,667 | $187,667 |
| SUMITOMO MITSUI FINL GRP | $225,259 | $225,259 |
| FIFTH THIRD BANCORP | $114,919 | $114,919 |
| GOLDMAN SACHS GROUP INC | $175,278 | $175,278 |
| KEYCORP | $71,521 | $71,521 |
| JPMORGAN CHASE & CO | $259,634 | $259,634 |
| CITIGROUP INC | $258,118 | $258,118 |
| BANK OF AMERICA CORP | $262,780 | $262,780 |
| MORGAN STANLEY | $123,056 | $123,056 |
| HSBC HOLDINGS PLC | $264,448 | $264,448 |
| BLACKROCK FUNDING INC | $110,316 | $110,316 |
| ELEVANCE HEALTH INC | $148,596 | $148,596 |
| UNITEDHEALTH GROUP INC | $223,853 | $223,853 |
| AON CORP | $130,376 | $130,376 |
| PROGRESSIVE CORP | $150,672 | $150,672 |
| WILLIS NORTH AMERICA INC | $125,090 | $125,090 |
| SIMON PROPERTY GROUP LP | $150,900 | $150,900 |
| BOSTON PROPERTIES LP | $62,936 | $62,936 |
| REALTY INCOME CORP | $132,070 | $132,070 |
| PROLOGIS LP | $151,872 | $151,872 |
| ALEXANDRIA REAL ESTATE E | $73,971 | $73,971 |
| CNH INDUSTRIAL CAP LLC | $95,724 | $95,724 |
| NORTHROP GRUMMAN CORP | $176,536 | $176,536 |
| JOHN DEERE CAPITAL CORP | $243,015 | $243,015 |
| LOCKHEED MARTIN CORP | $144,120 | $144,120 |
| WASTE MANAGEMENT INC | $99,867 | $99,867 |
| AMERICAN TOWER CORP | $63,941 | $63,941 |
| VERIZON COMMUNICATIONS | $174,846 | $174,846 |
| COMCAST CORP | $205,917 | $205,917 |
| WALT DISNEY COMPANY | $178,944 | $178,944 |
| AT&T INC | $162,214 | $162,214 |
| LOWE'S COS INC | $161,968 | $161,968 |
| STARBUCKS CORP | $112,242 | $112,242 |
| AMERICAN HONDA FINANCE | $149,762 | $149,762 |
| HOME DEPOT INC | $134,759 | $134,759 |
| ZOETIS INC | $106,342 | $106,342 |
| THERMO FISHER SCIENTIFIC | $146,762 | $146,762 |
| AMGEN INC | $127,927 | $127,927 |
| ASTRAZENECA FINANCE LLC | $102,152 | $102,152 |
| CVS HEALTH CORP | $156,888 | $156,888 |
| MEDTRONIC GLOBAL HOLDINGS | $149,682 | $149,682 |
| BRISTOL-MYERS SQUIBB CO | $174,650 | $174,650 |
| ABBVIE INC | $125,760 | $125,760 |
| MERCK & CO INC | $221,735 | $221,735 |
| UNION PACIFIC CORP | $152,946 | $152,946 |
| CANADIAN PACIFIC RAILWAY | $75,852 | $75,852 |
| RYDER SYSTEM INC | $73,652 | $73,652 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNERGY HOLDINGS CORP | $117,829 | $117,829 |
| AES CORP | $1,711,710 | $1,711,710 |
| BROWN ADVISORY SUSTAINABLE GROWTH FUND | $6,323,613 | $6,323,613 |
| MFC VANGUARD INTL STOCK ETF | $3,807,405 | $3,807,405 |
| MFC VANGUARD US STOCK ETF | $8,904,322 | $8,904,322 |
| ACCENTURE PLC-CL A | $123,127 | $123,127 |
| ADOBE INC | $77,819 | $77,819 |
| AGILENT TECHNOLOGIES, INC. | $43,741 | $43,741 |
| AIR PRODUCTS & CHEMICALS INC | $87,012 | $87,012 |
| ALPHABET INC | $371,358 | $371,358 |
| AMERICAN WATER WORKS CO INC | $52,908 | $52,908 |
| AMETEK INC NEW | $49,572 | $49,572 |
| ANALOG DEVICES INC | $74,361 | $74,361 |
| APPLE INC | $375,630 | $375,630 |
| APPLIED MATERIALS, INC | $81,315 | $81,315 |
| APTARGROUP INC | $66,768 | $66,768 |
| AUTOMATIC DATA PROCESSING | $95,638 | $95,638 |
| AUTOZONE INC | $160,100 | $160,100 |
| AVERY DENNISON CORP | $32,748 | $32,748 |
| BALL CORP | $45,482 | $45,482 |
| BECTON DICKINSON AND CO | $39,702 | $39,702 |
| BJ'S WHOLESALE CLUB HOLDINGS | $64,779 | $64,779 |
| BLACKROCK, INC. | $51,256 | $51,256 |
| BOOKING HLDGS INC | $124,211 | $124,211 |
| CARTER INC | $23,031 | $23,031 |
| CHECK POINT SOFTWARE TECH LTORD | $65,345 | $65,345 |
| CHEMED CORP | $52,980 | $52,980 |
| CHUBB LTD | $84,549 | $84,549 |
| CHURCH & DWIGHT INC | $64,397 | $64,397 |
| CISCO SYSTEMS INC | $105,080 | $105,080 |
| COMCAST CORP NEW CL A | $82,566 | $82,566 |
| COOPER COS INC | $53,319 | $53,319 |
| DEERE & CO | $106,330 | $106,330 |
| DONALDSON CO INC | $63,983 | $63,983 |
| EXPEDITORS INTL WASH INC | $36,000 | $36,000 |
| F5 INC | $44,007 | $44,007 |
| FACTSET RESH SYS INC | $72,042 | $72,042 |
| FLOWERS FOODS INC COM | $30,990 | $30,990 |
| HUBBELL INC | $94,250 | $94,250 |
| JOHNSON & JOHNSON | $130,158 | $130,158 |
| JONES LANG LASALLE INC | $75,942 | $75,942 |
| JPMORGAN CHASE & CO | $209,746 | $209,746 |
| LINCOLN ELECTRIC HOLDINGS | $65,877 | $65,877 |
| LOWES COS INC | $86,380 | $86,380 |
| LULULEMON ATHLETICA INC | $86,042 | $86,042 |
| M & T BANK CORP | $42,302 | $42,302 |
| MARSH MCLENNAN COS INC | $84,964 | $84,964 |
| MCDONALD'S CORPORATION | $56,529 | $56,529 |
| MERCK & CO INC NEW | $65,189 | $65,189 |
| METTLER-TOLEDO INTERNATIONAL | $55,066 | $55,066 |
| MICROSOFT CORP | $410,963 | $410,963 |
| NORTHERN TRUST CORPORATION | $54,206 | $54,206 |
| OMNICOM GROUP | $30,359 | $30,359 |
| ORACLE CORP | $59,157 | $59,157 |
| PEPSICO INC | $99,720 | $99,720 |
| QUALCOMM INC | $56,071 | $56,071 |
| ROSS STORES INC | $78,660 | $78,660 |
| RPM INTERNATIONAL INC | $49,224 | $49,224 |
| SEI INVESTMENTS COMPANY | $64,302 | $64,302 |
| STAG INDUSTRIAL INC | $30,549 | $30,549 |
| STRYKER CORP | $117,289 | $117,289 |
| SYSCO CORP | $61,168 | $61,168 |
| TE CONNECTIVITY LTD | $60,047 | $60,047 |
| THE HERSHEY COMPANY | $46,571 | $46,571 |
| UNION PACIFIC CORP | $79,814 | $79,814 |
| UNITED HEALTH GROUP INC | $116,348 | $116,348 |
| UNITED PARCEL SERVICE | $60,528 | $60,528 |
| US BANCORP | $64,037 | $64,037 |
| VALMONT INDUSTRIES | $53,772 | $53,772 |
| VISA INC | $194,365 | $194,365 |
| WATERS CORP | $63,067 | $63,067 |
| WATTS WATER TECHNOLOGIES | $55,908 | $55,908 |
| WILLIAMS-SONOMA INC | $69,440 | $69,440 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,354,451 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,354,451 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,738,820 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,738,820 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENT A | AT COST | $541,333 | $541,333 |
| ALTERNATIVE INVESTMENT B | AT COST | $792,645 | $792,645 |
| ALTERNATIVE INVESTMENT C | FMV | $504,930 | $504,930 |
| ALTERNATIVE INVESTMENT D | FMV | $12,620 | $12,620 |
| ALTERNATIVE INVESTMENT E | FMV | $158,675 | $158,675 |
| ALTERNATIVE INVESTMENT F | FMV | $162,220 | $162,220 |
| ALTERNATIVE INVESTMENT G | FMV | $453,034 | $453,034 |
| ALTERNATIVE INVESTMENT H | FMV | $6,026,510 | $6,026,510 |
| ALTERNATIVE INVESTMENT I | FMV | $466,997 | $466,997 |
| ALTERNATIVE INVESTMENT J | FMV | $65,344 | $65,344 |
| ALTERNATIVE INVESTMENT K | FMV | $1 | $1 |
| ALTERNATIVE INVESTMENT L | FMV | $427,716 | $427,716 |
| ALTERNATIVE INVESTMENT M | FMV | $82,809 | $82,809 |
| ALTERNATIVE INVESTMENT N | AT COST | $682,934 | $682,934 |
| ALTERNATIVE INVESTMENT O | FMV | $14,820 | $14,820 |
| ALTERNATIVE INVESTMENT P | FMV | $6,655,669 | $6,655,669 |
| ALTERNATIVE INVESTMENT Q | FMV | $715,472 | $715,472 |
| ALTERNATIVE INVESTMENT R | AT COST | $1 | $1 |
| ALTERNATIVE INVESTMENT S | FMV | $986,832 | $986,832 |
| ALTERNATIVE INVESTMENT T | FMV | $87,521 | $87,521 |
| ALTERNATIVE INVESTMENT U | FMV | $5,806,038 | $5,806,038 |
| ALTERNATIVE INVESTMENT V | FMV | $1,801,984 | $1,801,984 |
| ALTERNATIVE INVESTMENT W | FMV | $5,944,804 | $5,944,804 |
| ALTERNATIVE INVESTMENT X | FMV | $5,612,799 | $5,612,799 |
| ALTERNATIVE INVESTMENT Y | FMV | $3,279,675 | $3,279,675 |
| ALTERNATIVE INVESTMENT Z | FMV | $2,348,615 | $2,348,615 |
| ALTERNATIVE INVESTMENT AA | FMV | $2,912,934 | $2,912,934 |
| ALTERNATIVE INVESTMENT AB | FMV | $4,225,144 | $4,225,144 |
| ALTERNATIVE INVESTMENT AC | FMV | $4,184,666 | $4,184,666 |
| ALTERNATIVE INVESTMENT AD | FMV | $2,321,795 | $2,321,795 |
| ALTERNATIVE INVESTMENT AE | FMV | $418,835 | $418,835 |
| ALTERNATIVE INVESTMENT AF | FMV | $9,866,977 | $9,866,977 |
| ALTERNATIVE INVESTMENT AG | FMV | $1,041,691 | $1,041,691 |
| ALTERNATIVE INVESTMENT AH | FMV | $261,284 | $261,284 |
| ALTERNATIVE INVESTMENT AI | FMV | $25 | $25 |
| ALTERNATIVE INVESTMENT AJ | FMV | $16,913 | $16,913 |
| ALTERNATIVE INVESTMENT AK | FMV | $85,583 | $85,583 |
| ALTERNATIVE INVESTMENT AL | FMV | $15,744 | $15,744 |
| ALTERNATIVE INVESTMENT AM | FMV | $1,695,345 | $1,695,345 |
| ALTERNATIVE INVESTMENT AN | FMV | $6,013,945 | $6,013,945 |
| ALTERNATIVE INVESTMENT AO | AT COST | $489,074 | $489,074 |
| ALTERNATIVE INVESTMENT AP | AT COST | $3,850,000 | $3,850,000 |
| ALTERNATIVE INVESTMENT AQ | FMV | $2,072,318 | $2,072,318 |
| ALTERNATIVE INVESTMENT AS | FMV | $3,124,986 | $3,124,986 |
| ALTERNATIVE INVESTMENT AT | FMV | $2,436,974 | $2,436,974 |
| ALTERNATIVE INVESTMENT AU | FMV | $3,194,723 | $3,194,723 |
| ALTERNATIVE INVESTMENT AV | FMV | $3,132,498 | $3,132,498 |
| ALTERNATIVE INVESTMENT AW | FMV | $158,007 | $158,007 |
| ALTERNATIVE INVESTMENT AX | FMV | $203,328 | $203,328 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,386,961 | $1,081,792 | $305,169 | $305,169 |
| FURNITURE | $236,786 | $195,803 | $40,983 | $40,983 |
| COMPUTER EQUIPMENT | $173,046 | $70,439 | $102,607 | $102,607 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $108,932 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $108,932 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS RECEIVABLE | $126,487 | $105,898 | $105,898 |
| PROGRAM RELATED INVESTMENTS | $1,088,257 | $1,239,428 | $1,239,428 |
| RIGHT OF USE ASSET | $1,543,638 | $1,449,108 | $1,449,108 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS OR LOSSES ON INVESTMENTS | $4,245,169 |
| IMPAIRMENT LOSS ON INVESTMENT HELD AT COST | $2,371,421 |
| DEFERRED TAX | $144,186 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $244,264 | $0 | $244,264 |
| PASSTHROUGH DEDUCTIONS | $0 | $871,042 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PASSTHROUGH INCOME | $0 | $467,791 | $0 |
| OTHER INVESTMENT INCOME | $703 | $703 | $703 |
| EXCISE TAX REFUND | $2,102 | $2,102 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $284,814 | $429,000 |
| LEASE LIABILITY | $1,743,847 | $1,634,301 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $395,376 | $395,376 | $0 |
| OTHER PROFESSIONAL FEES | $458,472 | $0 | $458,472 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $105,000 | $0 | $0 |
| UBI TAXES | $1,901 | $0 | $0 |
| STATE TAXES | $1,037 | $0 | $0 |