MERCURY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MERCURY FOUNDATION (EIN 81-4466525)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-15
- IRS object ID
- 202501059349100930
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T15:02:27-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814466525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCURY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER WALKER GROUSBECK | InCareOfNm |
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BAKER TILLY 3 LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER GROUSBECK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $406,406,085 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,488,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,488,282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,508,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,508,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,248,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,945,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,232,221 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $490,099 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,356 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,735,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,255,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $150,167 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,056 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $50,056 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $312,535 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $140,781 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $207,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,956 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,253,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,998,424 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,940,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,194,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,856 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,545,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,545,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,485,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,194,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,612,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,749,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,061,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,899,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,591,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,591,524 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,721 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,721 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $95,300,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,300,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $198,518,540 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,531,174 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,419,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,280,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $282,730,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,327,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $406,406,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $282,730,493 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,327,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $282,730,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,327,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $282,730,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $271,327,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $282,730,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,749,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $346,649 | OtherIncreasesAmt |
| Subtotal | $271,327,366 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $271,327,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| STCG - K-1 | P | $899,495 | $899,495 | $899,495 | |
| LTCG - K-1 | P | $2,586,572 | $2,586,572 | $2,586,572 | |
| SECTION 1231 GAIN - K-1 | $92,517 | $92,517 | $92,517 | ||
| SECTION 1256 LOSS | -$41,777 | -$41,777 | $41,777 | ||
| PSG IV - SALE OF PARTNERSHIP INTEREST | P | $4,763,759 | $1,622,211 | $1,622,211 | $3,141,548 |
| PSG IV AIV - SALE OF PARTNERSHIP INTEREST | $599,665 | $69,980 | $69,980 | $529,685 | |
| VANGUARD STCG | P | $674 | $674 | $674 | |
| PSG GAIN | P | $2,549 | $2,549 | $2,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,232,221 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $209,358 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $209,358 | SubtotalAmt |
| Tax Based On Investment Income | $209,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210,721 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $210,721 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,363 | OverpaymentAmt |
| Applied To ES Tax | $1,363 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER WALKER GROUSBECK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503654646 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29129 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WALKER GROUSBECK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29129 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BAKER TILLY 3 LAGOON DRIVE | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX | ServiceTypeTxt |
| Compensation | $94,200 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,474,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,451,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $280,017,563 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $410,943,547 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $410,943,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,164,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,779,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,238,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,238,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $209,358 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,866 | IncomeTaxAmt |
| Total Tax | $236,224 | TotalTaxAmt |
| Distributable Before Adj | $20,002,746 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,002,746 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,002,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,612,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,612,856 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,002,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,378,418 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,612,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,378,418 | AppliedToYear1Amt |
| Applied To Current Year | $13,234,438 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,768,308 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER W GROUSBECK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29129 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153922123 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED ELECTRONICALLY AND INCLUDE PROOF OF IRC 501(C)(3) STATUS. UNSOLICITED GRANT REQUESTS MAY NOT RECEIVE ACKNOWLEDGEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRS SECTION 501(C)(3) DEFINED PURPOSES AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | 22ND FLOOR | NEW YORK | NY | 10038 | GENERAL | $1,500,000 | |
| KITTEN RESCUE | |||||||
| 3519 CASITAS AVENUE | LOS ANGELES | CA | 90039 | GENERAL | $10,000 | ||
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 brattle square | cambridge | MA | 02138 | GENERAL | $500,000 | ||
| FFLV USA | |||||||
| 51 SKY TERRACE PLACE | THE WOODLANDS | TX | 77381 | GENERAL | $15,000 | PC | |
| LA LGBT CENTER | |||||||
| 1625 NORTH SCHRADER BLVD | LOS ANGELES | CA | 90028 | GENERAL | $20,000 | PC | |
| NAACP LEGAL DEFENSE AND EDUCATION | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | GENERAL | $1,500,000 | PC | |
| NRDC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | GENERAL | $2,000,000 | PC | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | GENERAL | $2,000,000 | PC | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10018 | GENERAL | $3,000,000 | PC | |
| PANTHERA | |||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | GENERAL | $1,000,000 | PC | |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | GENERAL | $15,000,000 | PC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,545,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,488,282 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $549 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,508,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,048 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,232,221 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PASSTHROUGH INCOME OR LOSSES | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $462,525 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $479,122 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,255,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,735,081 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $150,167 | Amt |
| Net Investment Income | $50,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,056 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSTELLATION SOFTWARE INC | $1,917,022 | $5,817,945 |
| TOPICUS COM INC | $160,590 | $279,049 |
| LUMINE GROUP INC | $1 | $156,150 |
| PRIVATE COMPANY STOCK | $31,500,000 | $132,000,000 |
| PRIVATE COMPANY DEBT | $61,722,698 | $60,265,396 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVERSIFIED PARTNERSHIPS | CategoryOrItemTxt |
| Book Value | $64,419,810 | BookValueAmt |
| EOYFMV | $96,280,300 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY | $7,821 | $7,821 | |
| 59E EXPENSE | $176,123 | $0 | |
| OTHER DEDUCTIONS | $2,090,599 | $2,046,308 | |
| OTHER PORTFOLIO DEDUCTIONS | $93 | $93 | |
| CONTRIBUTIONS | $1,534 | $1,520 | |
| STATE FILING FEE | $800 | $0 | $800 |
| DEPLETION | $24,306 | $24,306 | |
| OTHER DEDUCTIONS | |||
| SEC 743 ADJ | $918,376 | $918,376 | |
| NONDEDUCTIBLE EXPENSE | $33,567 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY | $453,569 | -$44,363 |
| RENTAL | -$82,963 | -$42,153 |
| ROYALTIES | $54,027 | $51,787 |
| OTHER PORTFOLIO | $50,661 | $49,084 |
| OTHER INCOME | $14,805 | $13,001 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $346,649 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,000 | Amt |
| Disbursements Charitable Prps | $17,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAX | $2,262 | $2,262 |
| FOREIGN TAX | $9,892 | $2,694 |
| EXCISE TAX | $195,000 | $0 |