RX FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RX FOUNDATION (EIN 81-0556499)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-18
- IRS object ID
- 202442929349100114
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2024-10-18T15:22:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810556499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RXFO | BusinessNameControlTxt |
| Phone | 6172756415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23 | AddressLine1Txt |
| City | HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010350023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER RILEY | PersonNm |
| Person Title | SECRETRARY | PersonTitleTxt |
| Phone | 6172756415 | PhoneNum |
| Signature | 2024-10-17 | 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 | THOMAS F BLANEY CPA | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,820,351 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $147,038 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $147,038 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $534,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,092,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,883,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,090,909 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$46,634 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$54,215 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,727,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,718,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,708 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $67,708 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,146 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,146 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,336 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,336 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $403,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $233,034 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $170,615 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $825 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $658 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,379 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,737 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,714 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $243,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $457,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,417,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,417,792 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,130,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $243,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,875,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,403,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,474,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,975,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,028,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,028,090 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,335,945 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,405,575 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,405,575 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,150,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,059,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,059,105 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $928,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $997,748 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $997,748 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,267,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,329,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,329,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,658,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,820,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,820,351 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,658,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,820,351 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,658,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,820,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,658,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,820,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,658,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,403,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,565,660 | OtherIncreasesAmt |
| Subtotal | $41,820,351 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,820,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,694,090 | $5,265,153 | $1,428,937 | $1,428,937 |
| THRU SCH K-1 - CLEAN GROWTH FUND V, LP | P | $49,935 | $49,935 | ||
| THRU SCH K-1 - ECOSYSTEM INTEGRITY FUND III, L.P. | P | $127 | $127 | ||
| THRU SCH K-1 - ECOSYSTEM INTEGRITY FUND IV, L.P. | P | $16,644 | $16,644 | ||
| THRU SCH K-1 - GENERATION IM GLOBAL EQUITY FUND LLC | P | -$232,298 | -$232,298 | ||
| THRU SCH K-1 - HIGHCLERE INTERNATIONAL INVESTORS SMALLER COMPANIES FUND | P | -$283,226 | -$283,226 | ||
| THRU SCH K-1 - LEGACY VENTURE XI, LLC | P | $579 | $579 | ||
| THRU SCH K-1 - SJF VENTURES IV, LP | P | -$70,897 | -$70,897 | ||
| THRU SCH K-1 - SJF VENTURES V, LP | P | -$8,244 | -$8,244 | ||
| CAPITAL GAINS DIVIDENDS | P | $189,352 | $189,352 | $189,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,090,909 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,409 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,409 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,915 | OverpaymentAmt |
| Applied To ES Tax | $9,915 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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.RXFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172756415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PKFOD 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE HATCH | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE, PRESIDENT | 5.00 | $0 | $0 | $0 |
| WHITNEY HATCH | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE, TREASURER | 5.00 | $0 | $0 | $0 |
| CHRISTOPHER ANGELL | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| HEIDI BEHFOROUZ MD | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DONALD M BERWICK MD MPP FRCP | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANN HWANG MD | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MATTHEW LIANG MD MPH | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MICHELLE MORSE MD | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JENNIFER RILEY | ||||||||
| PO BOX 23 | HADLEY | MA | 010350023 | SECRETARY, EXECUTIVE DIRECTOR | 25.00 | $98,600 | $2,634 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN COOK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23 | AddressLine1Txt |
| City | HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010350023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAMS AND OPERATI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,708 | CompensationAmt |
| Employee Benefits | $6,481 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POWERLABS | |||||
| 3824 CEDAR SPRINGS RD 801-2545 | DALLAS | TX | 75219 | PROGRAMMATIC AND TECHNICAL ASSISTANCE CONSULTANT | $80,000 |
| PATHSTONE | |||||
| 24 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $73,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE RX PARTNERS NETWORK - THE RX FOUNDATION PROVIDES TRAINING, COACHING, AND COMMUNICATIONS OPPORTUNITIES FOR RX FOUNDATION GRANT RECIPIENTS AND CONNECTS GRANT PARTNERS DIRECTLY WITH CONTENT AND SKILL EXPERTS AND TECHNICAL ASSISTANCE ORGANIZATIONS. THE TARGETED COACHING PROGRAM INCLUDES FUNDING AND INTRODUCTIONS TO A ROSTER OF COACHES AND TECHNICAL ASSISTANCE PROVIDERS WHO WERE READY AND WILLING TO ENGAGE. THIS OPTIONAL PROGRAM GIVES GRANT PARTNERS A BOOST TO FOCUS ON GOALS THAT ARE ALIGNED WITH THE PURPOSE OF THE GRANT BUT MIGHT NOT HAVE BEEN ARTICULATED IN THEIR ORIGINAL PROPOSALS, AND TO MEET COACHES AND EXPERTS WHO WERE NOT ALREADY KNOWN TO THEM. | Description1Txt |
| Expenses1 | $170,615 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,278,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,337,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,615,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,615,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $609,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,006,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,000,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,000,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,494 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,445 | IncomeTaxAmt |
| Total Tax | $21,939 | TotalTaxAmt |
| Distributable Before Adj | $1,978,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,978,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,978,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,875,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,875,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,978,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $97,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $458,899 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,026,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $797,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $664,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,045,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,875,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,978,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $897,159 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,942,923 | 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 | $97,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,845,026 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $458,899 | ExcessFromYear4Amt |
| Excess From Year3 | $1,026,767 | ExcessFromYear3Amt |
| Excess From Year2 | $797,860 | ExcessFromYear2Amt |
| Excess From Year1 | $664,341 | ExcessFromYear1Amt |
| Excess From Current Year | $897,159 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA ARISE | |||||||
| PO BOX 1188 | MONTGOMERY | AL | 36101 | N/A | PC | SUPPORTING ARISE'S EFFORTS TO STRENGTHEN GRASSROOTS ORGANIZING AND COMMUNITY ENGAGEMENT TO WORK PROACTIVELY TOWARD POLICIES AND PRACTICES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN ALABAMA. | $75,000 |
| ALABAMA COALITION FOR IMMIGRANT JUSTICE | |||||||
| 1826 6TH AVENUE SOUTH | IRONDALE | AL | 35210 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF ACIJ'S COMMUNITY IN THE YEAR AHEAD. | $50,000 |
| ARAB COMMUNITY CENTER FOR ECONOMIC AND SOCIAL SERVICES (ACCESS) | |||||||
| 2651 SAULINO COURT | DEARBORN | MI | 48120 | N/A | PC | FISCAL SPONSOR FOR THE NATIONAL NETWORK OF ARAB AMERICAN COMMUNITIES: CAPACITY-BUILDING AND INFRASTRUCTURE OF THE NATIONAL NETWORK FOR ARAB AMERICAN COMMUNITIES AND ITS MEMBERS TO ORGANIZE AND ADVOCATE FOR POLICIES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ARAB AMERICAN PEOPLE IN THE UNITED STATES. | $150,000 |
| BAY AREA WOMEN COALITION INC | |||||||
| PO BOX 13277 | MOBILE | AL | 36663 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF BAY AREA WOMEN COALITION'S COMMUNITY IN THE YEAR AHEAD. | $25,000 |
| COMMON COUNSEL FOUNDATION | |||||||
| 1624 FRANKLIN STREET SUITE 1022 | OAKLAND | CA | 94612 | N/A | PC | FISCAL SPONSOR OF RISING MAJORITY: SUPPORTING RISING MAJORITY'S EFFORTS TO EXPAND THEIR COALITION AND SHARPEN THEIR ANALYSIS OF THE ROLE THAT HEALTH JUSTICE PLAYS IN THE BROADER PUSH FOR STRUCTURAL CHANGE. | $150,000 |
| COMMONSENSE CHILDBIRTH INC | |||||||
| 1150 E PLANT STREET SUITE F | WINTER GARDEN | FL | 34787 | N/A | PC | FISCAL SPONSOR OF ANCIENT SONG DOULA SERVICES: GENERAL OPERATING SUPPORT TO ANCIENT SONG DOULA SERVICES. | $50,000 |
| COVID SAFE AT HOME INC | |||||||
| 185 DARTMOUTH STREET SUITE 1002 | BOSTON | MA | 02116 | N/A | PC | GENERAL OPERATING SUPPORT FOR CAPACITY-BUILDING EFFORTS. | $50,000 |
| DOCTORS FOR AMERICA | |||||||
| PO BOX 53313 | WASHINGTON | DC | 20009 | N/A | PC | FISCAL SPONSOR OF CIVIC HEALTH ALLIANCE: GENERAL OPERATING SUPPORT TO SUPPORT CAPACITY-BUILDING EFFORTS. | $65,000 |
| EASTERN UNION MISSIONARY BAPTIST ASSOCIATION | |||||||
| 1358 MOUNT VERNON AVENUE | COLUMBUS | OH | 43203 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF EUMBA'S COMMUNITY IN THE YEAR AHEAD. | $25,000 |
| EL CENTRO | |||||||
| 650 MINNESOTA AVENUE | KANSAS CITY | KS | 66101 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF EL CENTRO'S COMMUNITY IN THE YEAR AHEAD. | $25,000 |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVENUE SUITE 3 | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT EMPIRICAL RESEARCH ON THE EFFECT OF REIT OWNERSHIP ON HOSPITAL FINANCIAL PERFORMANCE, PATIENT ACCESS, AND CLINICAL QUALITY. | $100,000 |
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE AGENDA | |||||||
| 601 13TH STREET NW SUITE 650N | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT YOUR IOOV'S EFFORTS TO BUILD A POWERFUL AND SUSTAINABLE NETWORK OF BLACK REPRODUCTIVE JUSTICE ORGANIZATIONS THAT HAVE THE CAPACITY FOR PROACTIVE ORGANIZING AND ADVOCACY FOR CHANGE THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN COMMUNITIES THROUGHOUT THE UNITED STATES. | $150,000 |
| LA CASITA CENTER | |||||||
| PO BOX 1844 | LOUISVILLE | KY | 40201 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF LA CASITA CENTER'S COMMUNITY IN THE YEAR AHEAD. | $25,000 |
| MASS GENERAL BRIGHAM | |||||||
| 800 BOYLSTON STREET SUITE 1150 | BOSTON | MA | 01299 | N/A | PC | SUPPORTING THE CONVENING OF COMMUNITY LEADERS AND COMMUNITY-BASED ORGANIZATIONS WITH BRIGHAM AND WOMEN'S HOSPITAL FACULTY AND STAFF TO ESTABLISH KEY PRINCIPLES FOR CREATING A BI-DIRECTIONAL ENGAGEMENT INFRASTRUCTURE FOR RESEARCH AT THE BRIGHAM'S CENTER FOR COMMUNITY HEALTH AND HEALTH EQUITY (CCHHE). | $100,000 |
| MHM SUPPORT SERVICES | |||||||
| 15740 SOUTH OUTER 40 ROAD | CHESTERFIELD | MO | 63017 | N/A | PC | FISCAL SPONSOR FOR MISSISSIPPI HEALTH ADVOCACY PROGRAM: SUPPORTING CAPACITY-BUILDING EFFORTS OF THE CARE4MS COALITION, TO ADVOCATE AND ORGANIZE FOR INCREASED ACCESS TO QUALITY HEALTHCARE FOR ALL MISSISSIPPIANS | $150,000 |
| MISSOURI JOBS WITH JUSTICE | |||||||
| 2725 CLIFTON AVENUE | SAINT LOUIS | MO | 63139 | N/A | PC | SUPPORTING EFFORTS TO INCREASE THE COLLECTIVE CAPACITY OF GRASSROOTS ORGANIZATIONS ACROSS MISSOURI WORKING FOR HEALTH JUSTICE, INCLUDING PARTICIPATION IN STATE AND NATIONAL CAMPAIGNS. | $150,000 |
| MISSOURI ORGANIZING AND VOTER ENGAGEMENT COLLABORATIVE | |||||||
| 4526 PASEO BOULEVARD | KANSAS CITY | MO | 64110 | N/A | PC | SUPPORTING MOVE AND ITS GRASSROOTS MEMBER ORGANIZATIONS IN BUILDING OUT ORGANIZING AND INTEGRATED VOTER ENGAGEMENT CAPACITY THROUGHOUT THE STATE TO ADVOCATE FOR POLICIES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF MISSOURIANS. | $150,000 |
| NEW DIRECTION HEALTH CARE SOLUTIONS | |||||||
| 3615 MARTIN LUTHER KING JR AVENUE | KNOXVILLE | TN | 37914 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF NEW DIRECTION'S COMMUNITY IN THE YEAR AHEAD. | $50,000 |
| NORTHEAST OHIO BLACK HEALTH COALITION INC | |||||||
| 18115 HARVARD AVENUE | CLEVELAND | OH | 44128 | N/A | PC | SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF NEOBHC'S COMMUNITY IN THE YEAR AHEAD. | $25,000 |
| ORGANIZING EMPOWERMENT FUND | |||||||
| PO BOX 288 | MCFARLAND | WI | 53558 | N/A | PC | BUILDING GRASSROOTS ORGANIZING CAPACITY BY PROVIDING RELATIONAL ORGANIZING TRAINING, COACHING, AND TECHNICAL ASSISTANCE SUPPORT TO NONPROFIT ORGANIZATIONS ACROSS THE UNITED STATES, AND TO EMPOWER COMMUNITIES TO ADVOCATE FOR POLICIES THAT WILL IMPROVE THEIR HEALTH AND WELL-BEING. | $150,000 |
| ROCKEFELLER FAMILY FUND | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | N/A | PC | SUPPORTING THE DEMOCRACY AND POWER INNOVATION FUNDS RESEARCH AND INNOVATION AGENDA, INCLUDING WORK TO EXPAND ITS PARTNERS AND SCALE OF IMPLEMENTATION. | $50,000 |
| TENNESSEE HEALTH CARE CAMPAIGN | |||||||
| 1423 KENSINGTON SQUARE COURT | MURFREESBORO | TN | 37130 | N/A | PC | EFFORTS TO INCREASE CAPACITY AND INFRASTRUCTURE FOR PROACTIVE ORGANIZING AND ADVOCACY FOR POLICIES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN TENNESSEE. | $75,000 |
| THE NEW YORK COMMUNITY TRUST | |||||||
| 909 3RD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | PC | DONOR ADVISED FUND - GENERAL PURPOSES RELATED TO THE MISSION OF THE FOUNDATION. | $152,792 |
| TRI-COUNTY COMMUNITY NETWORK | |||||||
| 724 NORTH ADAMS STREET SUITE 203 | POTTSTOWN | PA | 19464 | N/A | PC | FISCAL SPONSOR OF WE GOT US: SUPPORTING WE GOT US IN BUILDING AND STRENGTHENING ITS ORGANIZATIONAL CAPACITY TO CONTINUE TO MAKE PROGRESS ON ITS GOALS AND THEORY OF CHANGE. | $100,000 |
| UNITED VISION FOR IDAHO | |||||||
| 1912 W JEFFERSON | BOISE | ID | 83720 | N/A | PC | EFFORTS TO INCREASE CAPACITY AND INFRASTRUCTURE FOR PROACTIVE ORGANIZING AND ADVOCACY FOR CHANGE THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN IDAHO AND THROUGHOUT THE UNITED STATES. | $150,000 |
| VOT-ER | |||||||
| 12 MOHAWK STREET UNIT 9 | SOUTH BOSTON | MA | 02127 | N/A | PC | TO BUILD CAPACITY FOR CIVIC ENGAGEMENT LEADERSHIP IN HEALTHCARE ACROSS THE UNITED STATES. | $150,000 |
| WOMEN WITH A VISION | |||||||
| 1226 N BROAD STREET | NEW ORLEANS | LA | 70119 | N/A | PC | FISCAL SPONSOR OF LOUISIANA COMMUNITY HEALTH OUTREACH NETWORK: SUPPORTING EFFORTS TO BUILD AND SUSTAIN THE HEALTH AND RESILIENCY OF LACHON'S COMMUNITY IN THE YEAR AHEAD. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,417,792 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA ARISE | |||||||
| PO BOX 1188 | MONTGOMERY | AL | 36101 | N/A | PC | SUPPORTING ARISE'S EFFORTS TO STRENGTHEN GRASSROOTS ORGANIZING AND COMMUNITY ENGAGEMENT TO WORK PROACTIVELY TOWARD POLICIES AND PRACTICES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN ALABAMA. | $75,000 |
| ARAB COMMUNITY CENTER FOR ECONOMIC AND SOCIAL SERVICES (ACCESS) | |||||||
| 2651 SAULINO COURT | DEARBORN | MI | 48120 | N/A | PC | FISCAL SPONSOR FOR THE NATIONAL NETWORK OF ARAB AMERICAN COMMUNITIES: CAPACITY-BUILDING AND INFRASTRUCTURE OF THE NATIONAL NETWORK FOR ARAB AMERICAN COMMUNITIES AND ITS MEMBERS TO ORGANIZE AND ADVOCATE FOR POLICIES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF ARAB AMERICAN PEOPLE IN THE UNITED STATES. | $150,000 |
| COMMON COUNSEL FOUNDATION | |||||||
| 1624 FRANKLIN STREET SUITE 1022 | OAKLAND | CA | 94612 | N/A | PC | FISCAL SPONSOR OF RISING MAJORITY: SUPPORTING RISING MAJORITY'S EFFORTS TO EXPAND THEIR COALITION AND SHARPEN THEIR ANALYSIS OF THE ROLE THAT HEALTH JUSTICE PLAYS IN THE BROADER PUSH FOR STRUCTURAL CHANGE. | $150,000 |
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE AGENDA | |||||||
| 601 13TH STREET NW SUITE 650N | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT YOUR IOOV'S EFFORTS TO BUILD A POWERFUL AND SUSTAINABLE NETWORK OF BLACK REPRODUCTIVE JUSTICE ORGANIZATIONS THAT HAVE THE CAPACITY FOR PROACTIVE ORGANIZING AND ADVOCACY FOR CHANGE THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN COMMUNITIES THROUGHOUT THE UNITED STATES. | $300,000 |
| MHM SUPPORT SERVICES | |||||||
| 15740 SOUTH OUTER 40 ROAD | CHESTERFIELD | MO | 63017 | N/A | PC | FISCAL SPONSOR FOR MISSISSIPPI HEALTH ADVOCACY PROGRAM: SUPPORTING CAPACITY-BUILDING EFFORTS OF THE CARE4MS COALITION, TO ADVOCATE AND ORGANIZE FOR INCREASED ACCESS TO QUALITY HEALTHCARE FOR ALL MISSISSIPPIANS | $300,000 |
| MISSOURI JOBS WITH JUSTICE | |||||||
| 2725 CLIFTON AVENUE | SAINT LOUIS | MO | 63139 | N/A | PC | SUPPORTING EFFORTS TO INCREASE THE COLLECTIVE CAPACITY OF GRASSROOTS ORGANIZATIONS ACROSS MISSOURI WORKING FOR HEALTH JUSTICE, INCLUDING PARTICIPATION IN STATE AND NATIONAL CAMPAIGNS. | $300,000 |
| MISSOURI ORGANIZING AND VOTER ENGAGEMENT COLLABORATIVE | |||||||
| 4526 PASEO BOULEVARD | KANSAS CITY | MO | 64110 | N/A | PC | SUPPORTING MOVE AND ITS GRASSROOTS MEMBER ORGANIZATIONS IN BUILDING OUT ORGANIZING AND INTEGRATED VOTER ENGAGEMENT CAPACITY THROUGHOUT THE STATE TO ADVOCATE FOR POLICIES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF MISSOURIANS. | $150,000 |
| ORGANIZING EMPOWERMENT FUND | |||||||
| PO BOX 288 | MCFARLAND | WI | 53558 | N/A | PC | BUILDING GRASSROOTS ORGANIZING CAPACITY BY PROVIDING RELATIONAL ORGANIZING TRAINING, COACHING, AND TECHNICAL ASSISTANCE SUPPORT TO NONPROFIT ORGANIZATIONS ACROSS THE UNITED STATES, AND TO EMPOWER COMMUNITIES TO ADVOCATE FOR POLICIES THAT WILL IMPROVE THEIR HEALTH AND WELL-BEING. | $150,000 |
| ROCKEFELLER FAMILY FUND | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | N/A | PC | SUPPORTING THE DEMOCRACY AND POWER INNOVATION FUNDS RESEARCH AND INNOVATION AGENDA, INCLUDING WORK TO EXPAND ITS PARTNERS AND SCALE OF IMPLEMENTATION. | $50,000 |
| TENNESSEE HEALTH CARE CAMPAIGN | |||||||
| 1423 KENSINGTON SQUARE COURT | MURFREESBORO | TN | 37130 | N/A | PC | EFFORTS TO INCREASE CAPACITY AND INFRASTRUCTURE FOR PROACTIVE ORGANIZING AND ADVOCACY FOR POLICIES THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN TENNESSEE. | $75,000 |
| UNITED VISION FOR IDAHO | |||||||
| 1912 W JEFFERSON | BOISE | ID | 83720 | N/A | PC | EFFORTS TO INCREASE CAPACITY AND INFRASTRUCTURE FOR PROACTIVE ORGANIZING AND ADVOCACY FOR CHANGE THAT WILL IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN IDAHO AND THROUGHOUT THE UNITED STATES. | $150,000 |
| VOT-ER | |||||||
| 12 MOHAWK STREET UNIT 9 | SOUTH BOSTON | MA | 02127 | N/A | PC | TO BUILD CAPACITY FOR CIVIC ENGAGEMENT LEADERSHIP IN HEALTHCARE ACROSS THE UNITED STATES. | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,038 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $9 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534,454 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,232 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,090,909 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (LOSS) THRU SCHEDULE K-1'S | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,581 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$54,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,822 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,718,186 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,727,008 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $12,000 | $0 | $12,000 |
| FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | $23,336 | $0 | $23,336 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (49 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC 3.2000% 11/21/2029 25,000 QTY | $23,370 | $23,370 |
| ALEXANDRIA REAL ESTATE 4.9000% 12/15/2030 10,000.000 QTY | $10,012 | $10,012 |
| AMERICAN ELECTRIC POWER 1.0000% 11/01/2025 20,000 QTY | $18,562 | $18,562 |
| AMERICAN EXPRESS CO 3.9500% 08/01/2025 25,000 QTY | $24,596 | $24,596 |
| AMERICAN TOWER CORP 1.6000% 04/15/2026 5,000.000 QTY | $4,622 | $4,622 |
| AMERICAN TOWER CORP 3.1250% 01/15/2027 5,000.000 QTY | $4,726 | $4,726 |
| AMGEN INC 2.2000% 02/21/2027 20,000 QTY | $18,597 | $18,597 |
| ANTHEM INC 3.6500% 12/01/2027 25,000 QTY | $24,250 | $24,250 |
| ASTRAZENECA FINANCE LLC 4.8750% 03/03/2028 25,000.000 QTY | $25,488 | $25,488 |
| BANK OF AMERICA CORP 1.8980% 07/23/2031 40,000 QTY | $32,722 | $32,722 |
| BANK OF NY MELLON CORP 4.4140% 07/24/2026 30,000.000 QTY | $29,681 | $29,681 |
| BHP BILLITON FIN USA LTD 4.7500% 02/28/2028 25,000.000 QTY | $25,258 | $25,258 |
| BOSTON PROPERTIES LP 2.7500% 10/01/2026 10,000 QTY | $9,275 | $9,275 |
| CARRIER GLOBAL CORP 2.2420% 02/15/2025 7,000 QTY | $6,783 | $6,783 |
| CHUBB INA HOLDINGS INC 1.3750% 09/15/2030 25,000.000 QTY | $20,566 | $20,566 |
| CITIGROUP INC 3.2000% 10/21/2026 20,000 QTY | $19,071 | $19,071 |
| COMCAST CORP 3.1500% 03/01/2026 35,000 QTY | $33,977 | $33,977 |
| CVS HEALTH CORP 4.3000% 03/25/2028 20,000.000 QTY | $19,661 | $19,661 |
| DTE ELECTRIC CO 2.2500% 03/01/2030 25,000 QTY | $21,932 | $21,932 |
| ENBRIDGE INC 4.2500% 12/01/2026 10,000.000 QTY | $9,865 | $9,865 |
| EQUINIX INC 3.2000% 11/18/2029 15,000.000 QTY | $13,776 | $13,776 |
| FIFTH THIRD BANCORP 6.3610% 10/27/2028 24,000 QTY | $24,902 | $24,902 |
| GENERAL MILLS INC 4.2000% 04/17/2028 15,000 QTY | $14,792 | $14,792 |
| GOLDMAN SACHS GROUP 3.8140% 04/23/2029 20,000 QTY | $18,987 | $18,987 |
| HOME DEPOT INC 2.9500% 06/15/2029 35,000 QTY | $32,895 | $32,895 |
| INT'L BK OF RECON & DEVELOPMENT 0.6250% 04/22/2025 10,000 QTY | $9,499 | $9,499 |
| JOHN DEERE CAPITAL CORP 4.7500% 01/20/2028 20,000.000 QTY | $20,331 | $20,331 |
| JP MORGAN CHASE & CO 3.7020% 15,000 QTY | $14,116 | $14,116 |
| JPMORGAN CHASE & CO 2.5800% 04/22/2032 38,000.000 QTY | $32,142 | $32,142 |
| KEYCORP DTD 2.5500% 10/1/2029 15,000.000 QTY | $12,758 | $12,758 |
| LINCOLN NATIONAL CORP 3.0500% 01/15/2030 10,000 QTY | $8,834 | $8,834 |
| LOWE'S COS INC 4.4000% 09/08/2025 20,000.000 QTY | $19,848 | $19,848 |
| MASTERCARD INC 4.8500% 03/09/2033 20,000.000 QTY | $20,653 | $20,653 |
| MORGAN STANLEY 1.5930% 05/04/2027 25,000 QTY | $23,035 | $23,035 |
| NEXTERA ENERGY CAPITAL 3.5500% 05/01/2027 20,000.000 QTY | $19,260 | $19,260 |
| NORTHROP GRUMMAN CORP 3.2500% 01/15/2028 25,000 QTY | $23,890 | $23,890 |
| PNC FINANCIAL SERVICES 3.5000% 01/23/2024 25,000 QTY | $24,964 | $24,964 |
| PROLOGIS LP 1.2500% 10/15/2030 30,000 QTY | $24,238 | $24,238 |
| PUBLIC SERVICE ELECTRIC 4.9000% 12/15/2032 10,000.000 QTY | $10,145 | $10,145 |
| ROYAL BANK OF CANADA 6.0000% 11/01/2027 20,000.000 QTY | $20,953 | $20,953 |
| SEMPRA ENERGY 3.4000% 02/01/2028 25,000.000 QTY | $23,825 | $23,825 |
| SIMON PROPERTY GROUP 2.0000% 09/13/2024 25,000 QTY | $24,432 | $24,432 |
| STARBUCKS CORP 2.4500% 06/15/2026 35,000 QTY | $33,306 | $33,306 |
| TORNOTO-DOMINION BANK 0.7500% 01/06/2026 40,000 QTY | $36,948 | $36,948 |
| UNIV COLORADO ENTERPRISE SYS REV PREREF 0.6840% 06/01/2024 5,000.000 QTY | $4,897 | $4,897 |
| UNIV COLORADO ENTERPRISE SYS REV UNREF 0.6840% 06/01/2024 45,000.000 QTY | $44,187 | $44,187 |
| VERIZON COMMUNICATIONS 1.5000% 09/18/2030 20,000 QTY | $16,477 | $16,477 |
| WASTE MANAGEMENT INC 4.8750% 02/15/2034 25,000.000 QTY | $25,496 | $25,496 |
| WILLIS NORTH WMERICA INC 5.3500% 05/15/2033 15,000.000 QTY | $15,148 | $15,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC (ADBE) 61.000 SHARES | $36,393 | $36,393 |
| AGILENT TECHNOLOGIES INC (A) 99.000 SHARES | $13,764 | $13,764 |
| ALPHABET INC CL A (GOOGL) 385.000 SHARES | $53,781 | $53,781 |
| AMAZON.COM INC COM (AMZN) 464.000 SHARES | $70,500 | $70,500 |
| AMERICAN TOWER CORP CL A (REIT) (AMT) 215.000 SHARES | $46,414 | $46,414 |
| ANALOG DEVICES INC COM (ADI) 151.000 SHARES | $29,983 | $29,983 |
| ATLASSIAN CORP A (TEAM) 122.000 SHARES | $29,019 | $29,019 |
| BLACKSTONE INC (BX) 282.000 SHARES | $36,919 | $36,919 |
| CADENCE DESIGN SYSTEMS INC COM (CDNS) 127.000 SHARES | $34,591 | $34,591 |
| CHIPOTLE MEXICAN GRILL INC (CMG) 15.000 SHARES | $34,304 | $34,304 |
| DANAHER CORP COM (DHR) 204.000 SHARES | $47,193 | $47,193 |
| DYNATRACE INC (DT) 559.000 SHARES | $30,572 | $30,572 |
| ECOLAB INC COM (ECL) 133.000 SHARES | $26,381 | $26,381 |
| EDWARDS LIFESCIENCES CORP (EW) 451.000 SHARES | $34,389 | $34,389 |
| FORTIVE CORP COM (FTV) 456.000 SHARES | $33,575 | $33,575 |
| GALLAGHER (ARTHUR J.) & CO (AJG) 79.000 SHARES | $17,766 | $17,766 |
| GARTNER INC (IT) 73.000 SHARES | $32,931 | $32,931 |
| IDEXX LABS INC COM (IDXX) 64.000 SHARES | $35,523 | $35,523 |
| INTUIT INC COM (INTU) 105.000 SHARES | $65,628 | $65,628 |
| MARVELL TECHNOLOGY GROUP LTD (MRVL) 558.000 SHARES | $33,653 | $33,653 |
| MERCK & CO INC (MRK) 6,608.000 SHARES | $720,404 | $720,404 |
| MICROSOFT CORP COM (MSFT) 223.000 SHARES | $83,857 | $83,857 |
| MONOLITHIC POWER SYSTEMS INC COM (MPWR) 64.000 SHARES | $40,370 | $40,370 |
| MSCI INC CL A (MSCI) 65.000 SHARES | $36,767 | $36,767 |
| NIKE INC CL B (NKE) 279.000 SHARES | $30,291 | $30,291 |
| NVIDIA CORP COM (NVDA) 160.000 SHARES | $79,235 | $79,235 |
| SERVICENOW INC (NOW) 76.000 SHARES | $53,693 | $53,693 |
| THERMO FISHER SCIENTIFIC INC COM (TMO) 71.000 SHARES | $37,686 | $37,686 |
| UBER TECHNOLOGIES INC (UBER) 603.000 SHARES | $37,127 | $37,127 |
| UNITEDHEALTH GROUP INC COM (UNH) 102.000 SHARES | $53,700 | $53,700 |
| VERALTO CORP (VLTO) 212.000 SHARES | $17,439 | $17,439 |
| VERISK ANALYTICS INC A (VRSK) 140.000 SHARES | $33,440 | $33,440 |
| VISA INC CL A (V) 235.000 SHARES | $61,182 | $61,182 |
| WEST PHARMACEUTICAL SERVICES INC COM (WST) 87.000 SHARES | $30,635 | $30,635 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,009,713 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,009,713 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $395,862 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $395,862 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARIEL FUND (ARGFX) 36,279.168 SHARES | FMV | $2,477,867 | $2,477,867 |
| ARTISAN INTL VALUE FUND - ADV (APDKX) 81,309.174 SHARES | FMV | $3,718,269 | $3,718,269 |
| BOSTON TRUST WALDEN SMID CAP (WASMX) 100,350.570 SHARES | FMV | $2,277,958 | $2,277,958 |
| CALVERT ABSOLUTE RETURN BOND FUND - I (CUBIX) 164,835.640 SHARES | FMV | $2,376,930 | $2,376,930 |
| CALVERT US LARGE CAP VALUE RESPONSIBLE I (CFJIX) 61,246.231 SHARES | FMV | $1,817,176 | $1,817,176 |
| CLEAN GROWTH FUND V, LP | FMV | $481,986 | $481,986 |
| DORCHESTER CAPITAL SECONDARIES OFFSHORE IV, L.P. | FMV | $160,548 | $160,548 |
| ECOSYSTEM INTEGRITY FUND III, LP | FMV | $592,584 | $592,584 |
| ECOSYSTEM INTEGRITY FUND IV, LP | FMV | $309,731 | $309,731 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $6,454,856 | $6,454,856 |
| ISHARES RUSSELL 1000 INDEX ETF (IWB) 8,101.000 SHARES | FMV | $2,124,568 | $2,124,568 |
| LEGACY VENTURE XI, LLC | FMV | $69,639 | $69,639 |
| RBC EMERGING MARKETS EQUITY I (REEIX) 248,090.123 SHARES | FMV | $3,101,126 | $3,101,126 |
| SJF VENTURES IV, LP | FMV | $522,744 | $522,744 |
| SJF VENTURES V, LP | FMV | $168,536 | $168,536 |
| SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LIMITED | FMV | $3,140,457 | $3,140,457 |
| VANGUARD SHORT-TERM BD INDEX ADM (VBIRX) 61,968.750 SHARES | FMV | $625,884 | $625,884 |
| VANGUARD SHORT-TERM INV-GRADE ADMRL SHS (VFSUX) 67,739.122 SHARES | FMV | $692,971 | $692,971 |
| VANGUARD ULTRASHORT TERM BOND FUND CL ADM (VUSFX) 102,276.981 SHARES | FMV | $2,040,426 | $2,040,426 |
| WCM FOCUSED INTL GROWTH INSTL (WCMIX) 95,587.752 SHARES | FMV | $2,175,577 | $2,175,577 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $10,626 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,626 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $2,481 | $0 | $2,481 |
| MEMBERSHIP FEES | $8,040 | $0 | $8,040 |
| OFFICE AND OTHER EXPENSES | $39,193 | $0 | $39,193 |
| OTHER INVESTMENT EXPENSES | $3,737 | $3,737 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION PROCEEDS | $405 | $405 | $405 |
| OTHER INCOME (LOSS) THRU SCHEDULE K-1'S | -$47,039 | -$54,620 | -$47,039 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION ON INVESTMENTS | $3,501,067 |
| REALIZED GAIN ON GRANT OF INVESTMENTS TO GRANTEE | $64,593 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY | $233,034 | $233,034 | $0 |
| PROGRAMMATIC AND TECHNICAL ASSISTANCE CONSULTANT | $170,615 | $0 | $170,615 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $11,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $6,379 | $6,379 | $0 |