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NIA COMMUNITY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NIA COMMUNITY FOUNDATION (EIN 45-5624662)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-15
IRS object ID
202422289349100747
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-15T22:33:38-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455624662EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nia Community FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlNIACBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personkristin hullPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,659,955FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,184InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,184InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$124,848DividendsRevAndExpnssAmt
Dividends Net Invst Incm$124,848DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,926NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$361,351GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,926CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$464,958TotalRevAndExpnssAmt
Total Net Invst Incm$214,958TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$27,646TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,796TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$32,769OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,589OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,180OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,415TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,385TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,180TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$383,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$383,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$443,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,385TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$414,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,293ExcessRevenueOverExpensesAmt
Net Investment Income$208,573NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$767,452SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$893,258SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$893,258SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,049,672CorporateStockBOYAmt
Corporate Stock EOY$8,950,159CorporateStockEOYAmt
Corporate Stock EOYFMV$9,754,218CorporateStockEOYFMVAmt
Other Investments BOY$12,500OtherInvestmentsBOYAmt
Other Investments EOY$12,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,479OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,829,624TotalAssetsBOYAmt
Total Assets EOY$9,855,917TotalAssetsEOYAmt
Total Assets EOYFMV$10,659,955TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,829,624RetainedEarningBOYAmt
Retained Earning EOY$9,855,917RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,829,624TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,855,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,829,624TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,855,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,829,624TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,293ExcessRevenueOverExpensesAmt
Other Increases$5,000OtherIncreasesAmt
Subtotal$9,855,917SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,855,917TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$361,351GrossSalesPriceAmt
Cost Or Other Basis$293,425CostOrOtherBasisAmt
Gain Or Loss$67,926GainOrLossAmt
Gains Minus Excess Or Losses$67,926GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$67,926CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,899InvestmentIncomeExciseTaxAmt
Subtotal$2,899SubtotalAmt
Tax Based On Investment Income$2,899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$101OverpaymentAmt
Applied To ES Tax$101AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKristin HullPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos10.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,518,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$776,912AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,479FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,307,587TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,307,587AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$154,614CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,152,973NetVlNoncharitableAssetsAmt
Minimum Investment Return$507,649MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$507,649MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,899TaxBasedOnInvestmentIncomeAmt
Total Tax$2,899TotalTaxAmt
Distributable Before Adj$504,750DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$509,750DistributableBeforeDedAmt
Distributable As Adjusted$509,750DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$414,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$414,430QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$509,750DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$155,097ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,948ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$158,045TotalExcessDistributionCyovAmt
Qualifying Distributions$414,430QualifyingDistributionsAmt
Applied To Current Year$414,430AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$95,320ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$95,320ExcessDistributionCyovAppCYAmt
Total Corpus$62,725TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$59,777ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,948ExcessDistriCyovToNextYrAmt
Excess From Year4$2,948ExcessFromYear4Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKristin HullContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AARON JUDGE ALL RISE FOUNDATION
628 LINCOLN CTRSTOCKTONCA95207N/APCGeneral & Unrestricted$1,000
ALABAMA ARISE
400 SOUTH UNION STMONTGOMERYAL36104N/APCGeneral & Unrestricted$200
AMALGAMATED CHARITABLE FOUNDATION INC
1825 K ST NWWASHINGTONDC20006N/APCWomen & Money fund$5,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221N/APCGeneral & Unrestricted$1,000
AMERICAN RIVERS INC
1101 14TH ST NW STE 1400WASHINGTONDC20005N/APCGeneral & Unrestricted$12,000
ARCHDIOCESE OF NEWARK
171 CLIFTON AVENEWARKNJ07104N/APCRJI in c/o Investor Advocates for Social Justice pROGRAM$2,500
AS YOU SOW
PO BOX 751BERKELEYCA94701N/APCProxy Preview$5,000
AS YOU SOW
PO BOX 751BERKELEYCA94701N/APCCharitable Event$5,000
B LAB COMPANY
PO BOX 37635PHILADELPHIAPA19101N/APCCharitable Event$10,000
BACKBONE CAMPAIGN
PO BOX 278VASHONWA98070N/APCGeneral & Unrestricted$2,500
BAY AREA WOMEN LEADERS NETWORK
1947 VISTA CAUDALNEWPORT BEACHCA92660N/APCCharitable Event$10,000
BAY AREA WOMEN LEADERS NETWORK
1947 VISTA CAUDALNEWPORT BEACHCA92660N/APCCharitable Event$10,000
BOYS & GIRLS CLUBS IN INDIAN COUNTRY INC
1275 PEACHTREE ST NEATLANTAGA30309N/APCGeneral & Unrestricted$2,500
BRIDGE
17 MAIN ST STE 2LEEMA01238N/APCGeneral & Unrestricted$5,000
BROKEN TO PRICELESS
5162 FELICIA AVELIVERMORECA94550N/APCGeneral & Unrestricted$1,000
CELEBRATION NATION INC
3031 TISCH WAY 110 PLZ WESTSAN JOSECA95128N/APCGeneral & Unrestricted$400
CITY SURF PROJECT INC
400 TREAT AVE STE GSAN FRANCISCOCA94110N/APCCharitable Event$5,000
CLIMATE GROUP INC
125 W 25TH ST FL 2NEW YORKNY10001N/APCGeneral & Unrestricted$1,000
CODORNICES FOUNDATION
2637 ROSE STBERKELEYCA94708N/APCGeneral & Unrestricted$500
COMMUNITY KITCHENS INC
438 WAYNE AVEOAKLANDCA94606N/APCCharitable Event$5,000
COMMUNITY STUDIES OF NEW YORK INC
310 W 86TH ST APT 6BNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
CROATAN INSTITUTE
PO BOX 2044DURHAMNC27702N/APCCharitable Event$5,000
DIGDEEP RIGHT TO WATER PROJECT
932 WILSON STSUITE 2DLOS ANGELESCA90021N/APCGeneral & Unrestricted$500
DIGITAL BRIDGES 4 NEPAL INC
3515 75TH ST APT 301JACKSON HTSNY11372N/APCGeneral & Unrestricted$1,250
DRESS FOR SUCCESS SAN FRANCISCO
500 SUTTER STSAN FRANCISCOCA94102N/APCCharitable Event$5,000
EARTHJUSTICE
50 CALIFORNIA ST SUITE 500SAN FRANCISCOCA94111N/APCGeneral & Unrestricted$5,000
EARTHRIGHTS INTERNATIONAL INC
1612 K ST NW STE 800WASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
EAST BAY COMMUNITY FOUNDATION
200 FRANK H OGAWA PLZOAKLANDCA94612N/APCGeneral & Unrestricted$5,000
EDWARD CHARLES FOUNDATION
269 S BEVERLY DR STE 338BEVERLY HILLSCA90212N/APCIDIF Support fUND$10,000
EMPOWER WORK INC
PO BOX 170562SAN FRANCISCOCA94117N/APCGeneral & Unrestricted$10,000
EQUAL RIGHTS ADVOCATES INC
611 MISSION ST FL 4SAN FRANCISCOCA94105N/APCERA 2023 Gala$5,000
FORGE SURVIVORSHIP CENTER
1321 19TH ST SBIRMINGHAMAL35205N/APCGeneral & Unrestricted$200
FOUNDATION FOR NATIONAL PROGRESS
222 SUTTER ST STE 600SAN FRANCISCOCA94108N/APCthe Mother Jones Investigative Fund$5,000
FUND FOR WOMENS EQUALITY INC
1 THOMAS CIR NW STE 700WASHINGTONDC20005N/APCGeneral & Unrestricted$5,000
FUTURE TALENT OF SILICON VALLEY
2797 PARK AVE STE 205SANTA CLARACA95050N/APCGeneral & Unrestricted$500
GASP
2320 HIGHLAND AVE S STE 270BIRMINGHAMAL35205N/APCGeneral & Unrestricted$400
GEORGE MARK CHILDRENS FUND
2121 GEORGE MARK LNSAN LEANDROCA94578N/APCCharitable Event$7,500
GIRLS INCORPORATED OF ALAMEDA COUNTY
510 16TH STOAKLANDCA94612N/APCCharitable Event$6,500
GIRLS INCORPORATED OF ALAMEDA COUNTY
510 16TH STOAKLANDCA94612N/APCCharitable Event$3,000
GIRLS WHO CLICK
PO BOX 26PETALUMACA94953N/APCGeneral & Unrestricted$250
GREEN CORPS INC
1543 WAZEE ST STE 300DENVERCO80202N/APCGeneral & Unrestricted$500
GREENPEACE FUND INC
1300 EYE ST NW SUITE 1100 EASTWASHINGTONDC20005N/APCGeneral & Unrestricted$10,000
GRIST MAGAZINE INC
1501 E MADISON ST SUITE 650SEATTLEWA98122N/APCGeneral & Unrestricted$1,000
HOMELESS PRENATAL PROGRAM INC
2500 18TH STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$1,000
IGNITE
510 16TH STOAKLANDCA94612N/APCGeneral & Unrestricted$10,000
IMPACTASSETS INC
4340 EAST WEST HWY STE 210BETHESDAMD20814N/APCHeading For Change fUND$5,000
KITTY KAT HAVEN & RESCUE
3432 OLD COLUMBIANA RDHOOVERAL35226N/APCGeneral & Unrestricted$200
LAST CHANCE ENDEAVORS INC
3619 4TH AVECOLUMBUSGA31904N/APCIn support of The Conservation Connection$2,500
LEADERSHIP BRAINERY
266 A BEACON STBOSTONMA02116N/APCGeneral & Unrestricted$1,000
MARY GRAHAM CHILDRENS SHELTER FOUNDATION
PO BOX 792STOCKTONCA95201N/APCGeneral & Unrestricted$500
MOSAIC PROJECT
478 SANTA CLARA AVE STE 200OAKLANDCA94610N/APCCharitable Event$10,000
MOSAIC PROJECT
478 SANTA CLARA AVE STE 200OAKLANDCA94610N/APCMosaic Brunch Event$10,000
MUSCOGEE CREEK INDIAN FREEDMEN BAND ASSOCIATION
601 S I35 BOX 6366MOOREOK73160N/APCGeneral & Unrestricted$500
OAKLAND CHILDRENS FAIRYLAND INC
699 BELLEVUE AVEOAKLANDCA94610N/APCCharitable Event$5,000
OAKLAND PROMISE
360 GRAND AVE 363OAKLANDCA94610N/APCGeneral & Unrestricted$1,000
OMNI COMMONS
4799 SHATTUCK AVEOAKLANDCA94609N/APCGeneral & Unrestricted$2,500
OUTDOOR AFRO
2323 BROADWAYOAKLANDCA94612N/APCGeneral & Unrestricted$5,000
PACHAMAMA ALLIANCE
PRESIDIO BLDG 1009 PO BOX 29191SAN FRANCISCOCA94129N/APCCharitable Event$10,000
PLANTING JUSTICE
319 105TH AVEOAKLANDCA94603N/APCGeneral & Unrestricted$5,000
POSSIBILITY LABS
1410 FRANKLIN ST 135SAN FRANCISCOCA94109N/APCJust Economy Institute fund$10,000
RAINFOREST ACTION NETWORK
425 BUSH ST SUITE 300SAN FRANCISCOCA94108N/APCCharitable Event$5,000
REBECCA BENDER INITIATIVE
445 E FM 1382 STE 3 218CEDARS HILLTX75104N/APCGeneral & Unrestricted$5,000
ROCK THE VOTE
200 MASSACHUSETTS AVE NW STE 700WASHINGTONDC20001N/APCGeneral & Unrestricted$5,000
RUKMINI FOUNDATION
121 MARKHAM DRPITTSBURGHPA15228N/APCGeneral & Unrestricted$250
SAN FRANCISCO FILM SOCIETY
455 9TH STSAN FRANCISCOCA94103N/APCFund the Future of Film Initiative$1,000
SAN FRANCISCO MIME TROUPE
855 TREAT AVESAN FRANCISCOCA94110N/APCGeneral & Unrestricted$1,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEWTOWNCT06470N/APCGeneral & Unrestricted$300
SDG IMPACT FUND INC
475 E MAIN ST 154CARTERSVILLEGA30121N/APCThe Four Worlds Global Impact Fund$5,000
SOCIAL GOOD FUND INC
PO BOX 5473RICHMONDCA94805N/APCStudio Pathways Event Sponsorship Fund$1,500
SOGOREA TE LAND TRUST
2501 HARRISON STOAKLANDCA94612N/APCGeneral & Unrestricted$5,000
SOUTH SUBURBAN HUMANE SOCIETY
21800 CENTRAL AVEMATTESONIL60443N/APCGeneral & Unrestricted$2,500
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915N/APCGeneral & Unrestricted$5,000
THE CRANE INSTITUTE OF SUSTAINABILITY INC
PO BOX 983ANDOVERMA01810N/APCCharitable Event$2,500
THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVEBERKELEYCA94709N/APCCharitable Event$1,000
THE THRESHOLD FOUNDATION
12 MAIN ST PMB 1508BREWSTERNY10509N/APCEndowment fund$18,000
THE THRESHOLD FOUNDATION
12 MAIN ST PMB 1508BREWSTERNY10509N/APCGeneral & Unrestricted$5,000
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069N/APCGeneral & Unrestricted$2,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA90088N/APCMovement Voter Fund$2,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA90088N/APC1060 California Table Fund - Tides Center$10,000
TONIIC INSTITUTE
PO BOX 6866BENDOR97708N/APCGeneral & Unrestricted$6,000
UC BERKELEY FOUNDATION - HAAS SCHOOL OF BUSINESS
1995 UNIVERSITY AVE STE 400BERKELEYCA94704N/APCGeneral & Unrestricted$6,000
UE RESEARCH AND EDUCATION FUND
FOUR SMITHFIELD ST - 9TH FLOORPITTSBURGHPA15222N/APCGeneral & Unrestricted$2,500
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090N/APCGeneral & Unrestricted$5,000
UNCOMMON LAW
318 HARRISON ST STE 103OAKLANDCA94607N/APCCharitable Event$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 400BERKELEYCA94704N/APCfunds for the Charter Hill Society, The School of Education$5,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APCGeneral & Unrestricted$5,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APC2023 Annual Fund$5,000
WOMEN OF THE WORLD ENDOWMENT INC
7272 WISCONSIN AVE STE 200BETHESDAMD20814N/APCGeneral & Unrestricted$5,000
WOMENS FOUNDATION OF CALIFORNIA
1301 CLAY ST UNIT 71719OAKLANDCA94612N/APCCharitable Event$5,000
WOMENS FOUNDATION OF FLORIDA INC
3826 BERESFORD RD EWEST PALM BCHFL33417N/APCGeneral & Unrestricted$2,500
YELLOWHAMMER FUND
PO BOX 610250BIRMINGHAMAL35261N/APCGeneral & Unrestricted$300
YOSEMITE CLIMBING ASSOCIATION
PO BOX 2006MARIPOSACA95338N/APCGeneral & Unrestricted$500
YOUTH FOR ENVIRONMENTAL SANITY
3240 KING STBERKELEYCA94703N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$383,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,184ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124,848ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,926ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$214,958ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$214,958TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHull BlairContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1141 W Jackson Blvd Suite 1650AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERESCO INC CL A$20,613$55,201
APPLE INC$100,173$267,232
ATLASSIAN CORP CL A$49,711$83,251
AUTODESK, INC$62,118$86,435
AZURE POWER GLOBAL LTD$180,610$6,106
BLOCK INC$129,583$110,920
BROOKFIELD RENEWABLE CORP CL A$324,810$370,815
CALIFORNIA WATER SVC$85,034$95,181
CITY DEVELOPMENTS LT$128,572$119,161
CRISPR THERAPEUTICS AG$216,198$189,741
DIGITAL RLTY TR INC$9,180$7,671
EDITAS MEDICINE INC$129,995$38,200
ETSY INC$110,221$124,736
FIDELITY ADVISOR SUSTAINABLE U$421,736$502,385
FIDELITY ENVIRONMENT & ALTERNA$84,276$98,987
FIDELITY SUSTAINABLE EMERGING$426,918$433,144
FIDELITY SUSTAINABLE INTERNATI$425,983$447,276
FIDELITY WOMEN'S LEADERSHIP FU$84,414$98,914
FIRST SOLAR INC$160,706$527,005
FORTINET INC$99,984$279,481
GILEAD SCIENCES INC$108,892$134,558
GROUPE DANONE ADS$264,019$231,170
HANNON ARMSTRONG SUST INFRAST$193,644$236,967
HOLOGIC, INC$84,425$109,819
INFINEON TECH ADS$207,832$303,496
INTERNATIONAL BUSINESS MACHINE$311,404$405,113
INVITAE CORP$118,510$2,909
KONINKLIJKE PHILIPS ELECTRONIC$188,511$97,193
KYNDRYL HOLDINGS INC$13,584$10,286
MATERIALISE NV$110,321$36,744
MAXEON SOLAR TECHNOLOGIES LTD$324,890$83,143
MILLERKNOLL LLC$96,501$72,756
MODERNA, INC$142,134$161,805
MUELLER WATER PRODUCTS INC$88,507$91,814
NIA IMPACT SOLUTIONS FUND$352,807$379,369
ORASURE TECHNOLOGIES INC$149,129$89,175
PALO ALTO NETWORKS INC$105,608$419,319
PLURI INC$193,514$21,746
PROGYNY ORD SHS$118,044$95,739
SANLAM LTD SPONSORED ADR (SOUT$134,383$115,023
SCHNITZER STEEL INDUSTRIES, IN$125,491$128,059
SOLAREDGE TECHNOLOGIES INC$126,450$38,938
SPLUNK INC$184,112$170,937
STEELECASE INC$142,489$114,731
STMICROELECTRONICS$149,955$309,051
SUNPOWER CORP$184,353$68,861
SUNRUN INC$27,269$49,605
TAIWAN SEMICONDUCTOR MFG CO LT$226,205$291,408
TESLA MOTORS INC$21,302$245,995
THE HAIN CELESTIAL GROUP, INC$79,980$30,956
TPI COMPOSITES INC$138,154$23,925
TREE.COM, INC$159,121$20,709
UNIVERSAL DISPLAY CORP$125,559$184,375
VESTAS WIND SYS UNSP/ADR$162,744$392,085
VITA COCO CO INC$85,811$83,106
WHERE FOOD COMES FROM ORD SHS$92,593$116,997
WOLTERS KLUWER S/ADR$129,811$222,737
XYLEM INC$144,352$205,505
ZOOM VIDEO COMMUNICATIONS INC$86,914$16,252

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRED BAY COFFEE COMPANY, INCCategoryOrItemTxt
Book Value$12,500BookValueAmt
EOYFMV$12,479EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$31,155$31,155
Bank Charges$1,589$1,589
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Amt$5,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2023$1,800
990-PF Excise Tax for 2022$50
990-PF Extension for 2022$21,000
Foreign Tax Paid$4,796$4,796