KNOBLOCH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KNOBLOCH FAMILY FOUNDATION (EIN 76-0538135)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349101505
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T02:39:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475456402 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAS Consulting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3072 Clarendale Dr NW | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | 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 | 760538135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Knobloch Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Foundation Source | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOB | BusinessNameControlTxt |
| Phone | 8008390054 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicole Korfanta | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8008390054 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J M Wyrick | PreparerPersonNm |
| PTIN | P00190032 | PTIN |
| Phone | 4042594243 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $212,532,315 | 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 | $14,140,235 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,146,353 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,146,353 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,038,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,038,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,224,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,950 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $630,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $630,692 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $23,070,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,930,182 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $282,249 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $282,249 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,582 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,582 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,384 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,384 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $533,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $533,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,025 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,359 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $33,359 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,407 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $918,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $918,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,107,328 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,107,328 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,025,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $918,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,107,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,955,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,011,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,131,576 | CashBOYAmt |
| Cash EOY | $146,244,163 | CashEOYAmt |
| Cash EOYFMV | $146,244,163 | CashEOYFMVAmt |
| Corporate Stock BOY | $139,967,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,269,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,539,720 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,700,647 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,330,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,748,432 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $171,799,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,844,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $212,532,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $171,799,391 | CapitalStockBOYAmt |
| Capital Stock EOY | $171,799,391 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,955,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,799,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $167,844,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,799,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $167,844,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,799,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,955,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $167,844,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $167,844,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| US Treasury Notes 1.375% 9/30/23 | P | 2023-09-30 | $47,560,000 | $47,560,000 | $0 | $0 | |
| US Treasury Notes 1.5% 2/28/23 | P | 2023-02-28 | $41,313,000 | $41,313,000 | $0 | $0 | |
| US Treasury Notes 1.625% 5/31/23 | P | 2023-05-31 | $2,615,000 | $2,615,000 | $0 | $0 | 2022-10-03 |
| US Treasury Notes 1.625% 5/31/23 | P | 2023-05-31 | $38,625,000 | $38,625,000 | $0 | $0 | 2022-05-09 |
| US Treasury Bill 4/04/23 | P | 2023-04-04 | $26,417,002 | $26,417,002 | $0 | $0 | 2023-03-09 |
| US Treasury Bill 5/30/23 | P | 2023-05-30 | $5,579,563 | $5,579,563 | $0 | $0 | 2023-02-06 |
| North Haven Credit Partners K1 | P | $424 | $424 | $424 | |||
| North Haven Credit Partners K1 | P | $114,526 | $114,526 | $114,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,950 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $424 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,364 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111,364 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $151,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $260,630 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $149,266 | OverpaymentAmt |
| Applied To ES Tax | $149,266 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008390054 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Carla Knobloch | ||||||||
| 501 Siverside Road | Wilmington | DE | 198091377 | Director | 1.00 | $0 | $0 | $0 |
| Eleanor Knobloch Ratchford | ||||||||
| 501 Siverside Road | Wilmington | DE | 198091377 | Director | 1.00 | $0 | $0 | $0 |
| Emily C Knobloch | ||||||||
| 501 Siverside Road | Wilmington | DE | 198091377 | Director | 1.00 | $0 | $0 | $0 |
| Stevens Sharkey | ||||||||
| 501 Siverside Road | Wilmington | DE | 198091377 | Director | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicole Korfanta | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $282,249 | CompensationAmt |
| Employee Benefits | $7,582 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Iliana A Pena | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 River Park Drive | AddressLine1Txt |
| City | New Braunfels | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting | ServiceTypeTxt |
| Compensation | $86,200 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $123,300,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,942,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $207,242,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $207,242,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,108,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $204,134,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,206,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,206,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111,364 | TotalTaxAmt |
| Distributable Before Adj | $10,095,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,095,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,095,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,107,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,107,328 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,095,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $18,513,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,629,861 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,903,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,046,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,107,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,095,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,011,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,058,426 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,058,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,513,222 | ExcessFromYear4Amt |
| Excess From Year3 | $4,629,861 | ExcessFromYear3Amt |
| Excess From Year1 | $6,903,368 | ExcessFromYear1Amt |
| Excess From Current Year | $16,011,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alaska Fish and Game Department | |||||||
| 333 Raspberry Road | Anchorage | AK | 99518 | N/A | N/A | Conservation- ROAD TO RECOVERY FOR LESSER YELLOWLEGS, PHASE II | $101,200 |
| American Bird Conservancy | |||||||
| 8255 E Main Street Suites D E | Marshall | VA | 20115 | N/A | N/A | Conservation- BIRDS PLUS INDEX USING BIRDS AS A BIODIVERSITY MEASURE | $243,105 |
| Bird Conservancy of the Rockies | |||||||
| 230 Cherry St Suite 150 | Fort Collins | CO | 80521 | N/A | N/A | Conservation- LINKING GRAZING, VEGETATION,AND GRASSLAND BIRDS TO IMPROVE RANGE MANAGEMENT AND CONSERVATION ON PRIVATE ISLANDS | $561,077 |
| Coastal Bend Bays Estuaries Program | |||||||
| 1305 N Shoreline Blvd Suite 205 | Corpus Christi | TX | 78401 | N/A | N/A | Conservation- ASSESSING SHOREBIRD HABITAT NEEDS AND OPPORTUNITIES IN TEXAS | $386,999 |
| Colorado State University | |||||||
| 1878 Campus Delivery | Fort Collins | CO | 80523 | N/A | N/A | Conservation- THE BIRD GENOSCAPE PROJECT | $415,670 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- CROCKFORD PIGEON NABORS TRACT ACQUISITION | $237,500 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- CROCKFORD PIGEON MOUNTAIN - HICE TRACT ACQUISITION | $485,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- GRIFFIN RIDGE ACQUISITION | $200,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- CLYBEL WMA MARBEN ACQUISITION | $450,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- SPREWELL BLUFF POTLATCH ACQUISITION | $500,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- WEYERHAEUSER OCONEE ACQUISITION | $500,000 |
| Georgetown University | |||||||
| 3700 O St NW | Washington | DC | 20057 | N/A | N/A | Conservation- ROAD TO RECOVERY TO DELIVER CONSERVATION FOR BIRDS ON THE BRINK | $10,000 |
| Georgetown University | |||||||
| 3700 O St NW | Washington | DC | 20057 | N/A | N/A | Conservation- THE CAPACITY FOR THE ROAD TO RECOVERY TO DELIVER CONSERVATION FOR BIRDS ON THE BRINK | $35,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- SMITHGALL WOODS SMITHGALL WOODS ST PARK MCCONNELL TRACT ACQUISITION | $500,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- JUPITER TALLAPOOSA TRACTS DUGDOWN ACQUISITION | $320,000 |
| Georgia Department of Natural Resources | |||||||
| 2 MLK Jr Drive Suite 1262 | Atlanta | GA | 30334 | N/A | N/A | Conservation- SPREWELL BLUFF WMA - ALEXANDER TRACT ACQUISITION | $200,000 |
| Georgia Natural Resources Foundation | |||||||
| 2070 US Hwy 278 SE | Social Circle | GA | 30025 | N/A | N/A | Conservation- DOUBLE RAILS TRACT ACQUISITION | $150,000 |
| Georgia Natural Resources Foundation | |||||||
| 2070 US Hwy 278 SE | Social Circle | GA | 30025 | N/A | N/A | Conservation- LAKE SEMINOLE FEATHERFIELD FARMS TRACT ACQUISITION | $705,000 |
| Greater Yellowstone Coalition | |||||||
| 215 South Wallace Avenue | Bozeman | MT | 59715 | N/A | N/A | Conservation- ELK OCCUPANCY AGREEMENTS | $17,412 |
| Jackson Hole Land Trust | |||||||
| 185 East Hansen Ave | Jackson | WY | 83001 | N/A | N/A | Conservation- ACCELERATING CONSERVATION PROTECTIONS IN NW WYOMING, YEAR 2 | $80,000 |
| Land Trust Alliance | |||||||
| 1660 L Street NW | Washington | DC | 20036 | N/A | N/A | Conservation- UPHOLDING LASTING CONSERVATION | $400,000 |
| National Wildlife Federation | |||||||
| 240 North Higgins Ave Ste 2 | Missoula | MT | 59802 | N/A | N/A | Conservation- SW SAGEBRUSH PARTNERSHIP, RECONNECTING HABITAT IN MONTANA'S HIGH DIVIDE HEADWATERS - FRYING PAN BASIN PROJECT | $45,000 |
| National Wildlife Federation | |||||||
| 240 North Higgins Ave Ste 2 | Missoula | MT | 59802 | N/A | N/A | Conservation- SW MONTANA SAGEBRUSH PARTNERSHIP MONTANA FENCING FOR WILDLIFE HORSE PRAIRIE | $31,479 |
| National Wildlife Federation | |||||||
| 240 North Higgins Ave Ste 2 | Missoula | MT | 59802 | N/A | N/A | Conservation- REDUCING WILDLIFE/LIVESTOCK CONFLICTS PUBLIC LAND LOST CREEK ALLOTMENT | $15,000 |
| The Nature Conservancy of Texas | |||||||
| 200 E Grayson Suite 202 | San Antonio | TX | 78215 | N/A | N/A | Conservation- POTTS CONSERVATION EASEMENT | $250,000 |
| The Nature Conservancy of Texas | |||||||
| 200 E Grayson Suite 202 | San Antonio | TX | 78215 | N/A | N/A | Conservation- POTTS RANCH CE PROJECT FEES | $1,395 |
| New Jersey Audubon | |||||||
| 600 Route 47 North | Cape May Court House | NJ | 08210 | N/A | N/A | Conservation- ROAD TO RECOVERY FOR LESSER YELLOWLEGS, PHASE II (SURINAME HUNTING REDUCTION) | $102,850 |
| Open Space Institute Land Trust Inc | |||||||
| 1350 Broadway Suite 201 | New York | NY | 10018 | N/A | N/A | Conservation- RMS-NORTH (BLACK RIVER) | $1,000,000 |
| Open Space Institute Land Trust Inc | |||||||
| 1350 Broadway Suite 201 | New York | NY | 10018 | N/A | N/A | Conservation- BLACK RIVER STATE PARK ADDITION, TOWN OF ANDREWS TRACT | $650,000 |
| Open Space Institute Land Trust Inc | |||||||
| 1350 Broadway Suite 201 | New York | NY | 10018 | N/A | N/A | Conservation- FEES FOR OSI NISBET TRACT SOUTH CAROLINA LAND PURCHASE | $59,664 |
| Open Space Institute Land Trust Inc | |||||||
| 1350 Broadway Suite 201 | New York | NY | 10018 | N/A | N/A | Conservation- OPEN SPACE INSTITUTE LAND TRUST NISBET TRACT SOUTH CAROLINA LAND PURCHASE | $690,336 |
| Partnership for Gulf Coast Land Conservation | |||||||
| PO Box 13121 | Tallahassee | FL | 32317 | N/A | N/A | Conservation- PARTNERSHIP GULF COAST LAND CONSERVATION PROJECT ASSISTANCE FUND | $300,000 |
| Pheasants Forever Inc and Quail Forever | |||||||
| 1783 Buerkle Circle | St Paul | MN | 55110 | N/A | N/A | Conservation- IMPROVING COASTAL GRASSLAND BIRD HABITAT WITH THE COASTAL GRASSLAND RESTORATION INCENTIVE PROGRAM (C-GRIP) | $600,000 |
| Protect Our Water Jackson Hole | |||||||
| PO Box 1014 | Wilson | WY | 83014 | N/A | N/A | Conservation- PROTECTION OF THE SNAKE RIVER WATERSHED | $50,000 |
| Sagebrush Steppe Land Trust | |||||||
| 109 N Arthur Ave Suite 300 | Pocatello | ID | 83204 | N/A | N/A | Conservation- SAGEBRUSH STEPPE LAND TRUST BEAR RIVER WATERSHED - PROTECTING WILDLIFE HABITAT | $62,490 |
| Teton Raptor Center | |||||||
| PO Box 1805 | Wilson | WY | 83014 | N/A | N/A | Conservation- NATIONAL EXPANSION OF SPORTING LEAD-FREE INITIATIVE | $276,278 |
| Teton Raptor Center | |||||||
| PO Box 1805 | Wilson | WY | 83014 | N/A | N/A | Conservation- GOLDEN EAGLE DECISION SUPPORT TOOL | $249,447 |
| Texas A&M University | |||||||
| 6300 Ocean Drive Unit 5869 | Corpus Christi | TX | 78412 | N/A | N/A | Conservation- COLONY ISLAND NETWORK DESIGN AND IMPLEMENTATION TO RECOVER WATERBIRDS IN THE GULF OF MEXICO: PILOT STUDY - YEAR 2 | $139,409 |
| Texas Parks & Wildlife Foundation | |||||||
| 2914 Swiss Ave | Dallas | TX | 75204 | N/A | N/A | Conservation- CONSERVING HONEY CREEK | $1,000,000 |
| Texas Parks & Wildlife Foundation | |||||||
| 2914 Swiss Ave | Dallas | TX | 75204 | N/A | N/A | Conservation- MASON MOUNTAIN WILDLIFE MANAGEMENT AREA | $170,500 |
| The Conservation Fund | |||||||
| 1655 N Fort Myer Drive Sutie 1300 | Arlington | VA | 22209 | N/A | N/A | Conservation- CONSERVATION & EXPANSION OF AMICALOLA AND THE CHATTAHOOCHEE NATIONAL FOREST | $2,000,000 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Dr | Arlington | VA | 22203 | N/A | N/A | Conservation- ROCK CREEK RANCH ACQUISITION TO REDUCE TNC LOAN AMOUNT | $1,000,000 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Dr | Arlington | VA | 22203 | N/A | N/A | Conservation- STEWARDING WORKING LANDS WITH FIRE, COASTAL TEXAS | $570,913 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Dr | Arlington | VA | 22203 | N/A | N/A | Conservation- APALACHICOLA RIVER/LONGLEAF PINE WHOLE SYSTEM COLA RIVER LAND & TIMBER, LLC | $1,000,000 |
| The Nature Conservancy in Georgia | |||||||
| 1270 Caroline St NE Ste D120 357 | Atlanta | GA | 30307 | N/A | N/A | Conservation- WEYERHAEUSER OCONEE OPERATIONS | $113,753 |
| The Nature Conservancy in Georgia | |||||||
| 1270 Caroline St NE Ste D120 357 | Atlanta | GA | 30307 | N/A | N/A | Conservation- WEYERHAEUSER OCONEE KNOBLOCK FAMILY FDN | $504,000 |
| The Nature Conservancy in West Virginia | |||||||
| 435 Wilson St | Elkins | WV | 26241 | N/A | N/A | Conservation- THE ALLEGHENY FRONT LAND EASEMENTS RESTORATION/STEWARDSHIP ENDOWMENTS GAINER TRACT AND STAFF/DUE DILIGENCE | $135,000 |
| Wyldife Fund | |||||||
| PO Box 890 | Buffalo | WY | 82834 | N/A | N/A | Conservation- A FENCE RUNS THROUGH IT: CONTINUING SUBLETTE COUNTY WILDLIFE-FRIENDLY FENCE CONVERSIONS | $37,500 |
| Wyldife Fund | |||||||
| PO Box 890 | Buffalo | WY | 82834 | N/A | N/A | Conservation- EXPENSES RELATED TO SUBLETTE COUNTY -FRIENDLY FENCE CONVERSIONS | $3,750 |
| Wyldife Fund | |||||||
| PO Box 890 | Buffalo | WY | 82834 | N/A | N/A | Conservation- ABSAROKA FENCING INITIATIVE - WILDLIFE-FRIENDLY FENCE CONVERSIONS AND REMOVALS | $51,328 |
| Wyldife Fund | |||||||
| PO Box 890 | Buffalo | WY | 82834 | N/A | N/A | Conservation- ABSAROKA FENCING INITIATIVE AFI WIRE WINDER | $8,800 |
| Theodore Roosevelt Conservation Partnership | |||||||
| 529 14th Street NW Suite 500 | Washington | DC | 20045 | N/A | N/A | Conservation- CONSERVING BIG GAME MIGRATION CORRIDORS AND WINTER RANGE IN WYOMING - 2023 | $125,000 |
| The Trust For Public Land | |||||||
| 600 W Peachtree St NW 1840 | Atlanta | GA | 30308 | N/A | N/A | Conservation- WOLFE CREEK FOREST - PADDLE TRAIL (ETO) TRACT LAND ACQUISITION | $600,000 |
| The Trust For Public Land | |||||||
| 600 W Peachtree St NW 1840 | Atlanta | GA | 30308 | N/A | N/A | Conservation- WOLFE CREEK FOREST - PADDLE TRAIL (ETO) TRACT TPL COSTS | $192,200 |
| The Trust For Public Land | |||||||
| 600 W Peachtree St NW 1840 | Atlanta | GA | 30308 | N/A | N/A | Conservation- WOLFE CREEK FOREST ELLIS TRACT LAND ACQUISITION | $531,500 |
| The Trust For Public Land | |||||||
| 600 W Peachtree St NW 1840 | Atlanta | GA | 30308 | N/A | N/A | Conservation- ELLIS TRACT EXPENSES | $191,000 |
| UC Berkeley | |||||||
| 110 Sproul Hall 5800 | Berkeley | CA | 94720 | N/A | N/A | Conservation- BEYOND YELLOWSTONE PROGRAM 2023 GRANT | $210,000 |
| University of Wyoming | |||||||
| 1200 East Invinson Street | Laramie | WY | 82070 | N/A | N/A | Conservation- NATURAL WEALTH ACCTS MULE DEER PRONGHORN AND ELK | $267,510 |
| University of Wyoming | |||||||
| 1200 East Invinson Street | Laramie | WY | 82070 | N/A | N/A | Conservation- 2022 CHALLENGE GRANT TO FUND THE WYOMING MIGRATION INITIATIVE | $195,000 |
| University of Wyoming | |||||||
| 1200 East Invinson Street | Laramie | WY | 82070 | N/A | N/A | Conservation- 2023 CHALLENGE GRANT TO FUND THE WYOMING MIGRATION INITIATIVE | $220,000 |
| The Wilderness Society | |||||||
| 1615 M St NW | Washington | DC | 20036 | N/A | N/A | Conservation- SECURING LARGE, CONNECTED LANDSCAPES AND PROTECTING BIG GAME MIGRATION CORRIDORS IN WESTERN WYOMING | $75,000 |
| World Wildlife Fund | |||||||
| 225 W Wacker Drive Suite 1500 | Chicago | IL | 60606 | N/A | N/A | Conservation- RANCH SYSTEMS AND VIABILITY PLANNING NETWORK (RSVP) | $500,000 |
| Wyoming Game and Fish Department | |||||||
| 5400 Bishop Blvd | Cheyenne | WY | 82006 | N/A | N/A | Conservation- THE SUBLETTE COUNTY WILDLIFE FRIENDLY FENCE (WFF) CONVERSIONS | $151,560 |
| Wyoming Game and Fish Department | |||||||
| 5400 Bishop Blvd | Cheyenne | WY | 82006 | N/A | N/A | Conservation- THE SUBLETTE COUNTY WILDLIFE FRIENDLY FENCE (WFF) CONVERSIONS | $25,820 |
| Wyoming Outdoor Council | |||||||
| 262 Lincoln St | Lander | WY | 82520 | N/A | N/A | Conservation- PROTECTING BIG GAME HABITAT IN WYOMING, 2023 SUPPORT | $140,000 |
| Wyoming Stock Growers Land Trust | |||||||
| PO Box 268 | Cheyenne | WY | 82003 | N/A | N/A | Conservation- WSGLT LANDOWNER SUP. FUND - LITTLE JACK CREEK | $40,200 |
| Wyoming Stock Growers Land Trust | |||||||
| PO Box 268 | Cheyenne | WY | 82003 | N/A | N/A | Conservation- WSGLT LANDOWNER SUP. FUND - ALL HAT NO CATTLE | $40,200 |
| Wyoming Wildlife Federation | |||||||
| PO Box 1312 | Lander | WY | 82520 | N/A | N/A | Conservation- LANDSCAPE CONSERVATION AND CONNECTIVITY FOR BIG GAME - 2023 GRANT | $75,000 |
| Yale University | |||||||
| P O Box 2038 | New Haven | CT | 06521 | N/A | N/A | Conservation- SCALING UP NATURAL CAPITAL ACCOUNTING | $1,437,465 |
| Atlanta Classical Academy | |||||||
| 3260 Northside Dr WY | Atlanta | GA | 30305 | N/A | N/A | Education | $20,000 |
| Coastal Prairie Conservancy | |||||||
| 5615 Kirby Drive Suite 867 | Houston | TX | 77005 | N/A | N/A | Conservation | $15,000 |
| Community Foundation of Jackson Hole | |||||||
| P O Box 574 | Jackson | WY | 83001 | N/A | N/A | Community support | $7,000 |
| Conservation History Association of Texas | |||||||
| 1304 Mariposa Dr Apt 211 | Austin | TX | 78704 | N/A | N/A | Conservation | $15,000 |
| Eleanor Ratchford Schwab Donnor Advised Fund | |||||||
| 1958 Summit Park Drive Suite 200 | Orlando | FL | 32810 | N/A | N/A | Various | $500,000 |
| First Presbyterian Church | |||||||
| 1328 Peachtree Road NE | Atlanta | GA | 30309 | N/A | N/A | Religion | $75,000 |
| First Presbyterian Church | |||||||
| 1328 Peachtree Road NE | Atlanta | GA | 30309 | N/A | N/A | Religion | $25,000 |
| Friends of the Boundary Waters | |||||||
| 2550 University Ave W Ste 180 S | St Paul | MN | 55114 | N/A | N/A | Conservation | $15,000 |
| Gunflint Trail Volunteer Fire Department | |||||||
| 7401 Gunflint Trail | Gran Marais | MN | 55604 | N/A | N/A | Community support | $5,000 |
| Gunflint Trail Volunteer Fire Department | |||||||
| 7401 Gunflint Trail | Gran Marais | MN | 55604 | N/A | N/A | Community support | $20,000 |
| Heritage Conservancy | |||||||
| 85 Old Dublin Pike | Doylestown | PA | 18901 | N/A | N/A | Conservation | $10,000 |
| High Museum of Art | |||||||
| 1280 Peachtree Street NE | Atlanta | GA | 30309 | N/A | N/A | Support of fine arts | $100,000 |
| Houston Audubon | |||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | N/A | N/A | Conservation | $5,000 |
| Houston Wilderness | |||||||
| 550 Westcott Suite 305 | Houston | TX | 77007 | N/A | N/A | Conservation | $10,000 |
| Houston Zoo Conservation | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | N/A | Conservation | $20,000 |
| Jackson Hole Land Trust | |||||||
| 185 East Hansen Ave | Jackson | WY | 77030 | N/A | N/A | Conservation | $46,440 |
| Jackson Hole Wildlife Foundation | |||||||
| PO Box 8042 | Jackson | WY | 83002 | N/A | N/A | Conservation | $10,000 |
| Legacy Philanthropy Works | |||||||
| 521 Santa Barbara St | Santa Barbara | CA | 93101 | N/A | N/A | Conservation | $20,000 |
| Madeira School | |||||||
| 8328 Georgetown Pike | McLean | VA | 22102 | N/A | N/A | Education | $50,000 |
| Momentum Education | |||||||
| 228 E 45th St 4th Floor | New York | NY | 10017 | N/A | N/A | Education | $5,000 |
| Mountain Journal | |||||||
| PO Box 11251 | Bozeman | MT | 59719 | N/A | N/A | Conservation | $20,000 |
| Museum of Fine Art Houston | |||||||
| P O Box 6826 | Houston | TX | 77265 | N/A | N/A | Support of fine arts | $100,000 |
| Museum of Fine Art Houston | |||||||
| P O Box 6826 | Houston | TX | 77265 | N/A | N/A | Support of fine arts | $50,000 |
| National Wildlife Federation | |||||||
| 240 North Higgins Ave Ste 2 | Missoula | MT | 59802 | N/A | N/A | Conservation | $20,000 |
| The Nature Conservancy in Wyoming | |||||||
| 258 Main Street | Lander | WY | 82520 | N/A | N/A | Conservation | $20,000 |
| Northern Rockies Conservation Cooperative | |||||||
| P O Box 2705 | Jackson | WY | 83001 | N/A | N/A | Conservation | $23,500 |
| The Property and Environmental Research Center- PERC | |||||||
| 2048 Analysis Dr A | Bozeman | MT | 59718 | N/A | N/A | Conservation | $50,000 |
| Protect Our Water Jackson Hole | |||||||
| PO Box 1014 | Wilson | WY | 83014 | N/A | N/A | Conservation | $50,000 |
| redefinED Atlanta | |||||||
| 830 Glenwood Ave SE Suite 510-224 | Atlanta | GA | 30316 | N/A | N/A | Education | $100,000 |
| redefinED Atlanta | |||||||
| 830 Glenwood Ave SE Suite 510-224 | Atlanta | GA | 30316 | N/A | N/A | Education | $20,000 |
| Stephanie Donaho Schwab Donnor Advised Fund | |||||||
| 1958 Summit Park Drive Suite 200 | Orlando | FL | 32810 | N/A | N/A | Conservation | $45,000 |
| Teton Raptor Center | |||||||
| PO Box 1805 | Wilson | WY | 83014 | N/A | N/A | Conservation | $25,000 |
| Teton Raptor Center | |||||||
| PO Box 1805 | Wilson | WY | 83014 | N/A | N/A | Conservation | $50,000 |
| Teton Raptor Center | |||||||
| PO Box 1805 | Wilson | WY | 83014 | N/A | N/A | Conservation | $50,000 |
| The Atlanta Opera | |||||||
| 1575 Northside Cir NW 350 | Atlanta | GA | 30318 | N/A | N/A | Support of fine arts | $100,000 |
| Madeira School | |||||||
| 8328 Georgetown Pike | McLean | VA | 22102 | N/A | N/A | Education | $10,000 |
| The Nature Conservancy of Texas | |||||||
| 200 E Grayson Suite 202 | San Antonio | TX | 78215 | N/A | N/A | Conservation | $15,000 |
| Wyldife Fund | |||||||
| PO Box 890 | Buffalo | WY | 82834 | N/A | N/A | Conservation | $19,800 |
| Wyldife Fund | |||||||
| PO Box 890 | Buffalo | WY | 82834 | N/A | N/A | Conservation | $14,533 |
| Trout Unlimited | |||||||
| 1777 N Kent St Ste 100 | Arlington | VA | 22209 | N/A | N/A | Conservation | $11,832 |
| University of Wyoming | |||||||
| 1200 East Invinson Street | Laramie | WY | 82070 | N/A | N/A | Conservation | $20,000 |
| University of Wyoming | |||||||
| 1200 East Invinson Street | Laramie | WY | 82070 | N/A | N/A | Conservation | $50,000 |
| University of Wyoming | |||||||
| 1200 East Invinson Street | Laramie | WY | 82070 | N/A | N/A | Conservation | $25,000 |
| University of Wyoming Foundation | |||||||
| 222 S 22nd St | Laramie | WY | 82070 | N/A | N/A | Conservation | $100,000 |
| University of Wyoming Foundation | |||||||
| 222 S 22nd St | Laramie | WY | 82070 | N/A | N/A | Conservation | $10,000 |
| WY Coop Unit | |||||||
| 1000 E University Ave Dept 3166 | Laramie | WY | 82071 | N/A | N/A | Conservation | $50,000 |
| WyoFile | |||||||
| 633 Mitchell St | Laramie | WY | 82072 | N/A | N/A | Conservation | $15,000 |
| Wyoming Chapter - The Wildlife Society | |||||||
| 260 Buena Vista | Lander | WY | 82520 | N/A | N/A | Conservation | $6,000 |
| Wyoming Game and Fish Department | |||||||
| 5400 Bishop Blvd | Cheyenne | WY | 82006 | N/A | N/A | Conservation | $5,395 |
| Wyoming Stock Growers Land Trust | |||||||
| PO Box 268 | Cheyenne | WY | 82003 | N/A | N/A | Conservation | $100,000 |
| YES Prep Public Schools | |||||||
| 6201 Bonhomme | Houston | TX | 77036 | N/A | N/A | Education | $95,000 |
| Manomet Inc | |||||||
| 125 Monomet Point Rd | Plymouth | MA | 02360 | N/A | N/A | Conservation- THE PARTNERSHIP FOR GULF COAST LAND CONSERVATION PROJECT ASSISTANCE FUND | $1,228,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,107,328 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,146,353 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,038,187 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $630,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,930,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,930,182 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Emily Knobloch | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,140,235 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Wyrick Consulting | $7,600 | $7,600 | $0 | $0 |
| Knobloch TP Investors | $400 | $400 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Knobloch TP Investors | $231,963 | $231,963 |
| North Haven Credit Parterns II | $5,098,831 | $8,516,469 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds | StockNm |
| EOY Book Value | $16,269,150 | EOYBookValueAmt |
| EOYFMV | $57,539,720 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other legal | CategoryTxt |
| Legal Fees | $15,384 | LegalFeesAmt |
| Net Investment Income | $15,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Supplies | $3,696 | $3,696 | $0 | $0 |
| Knobloch TP Investors | $3,786 | $3,786 | $0 | $0 |
| Knobloch TP Investors RE loss | $15,364 | $15,364 | $0 | $0 |
| North Haven Credit Partners K1 | $1,561 | $1,561 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Net Royalty Income | $26 | $26 | $0 |
| North Haven Credit Partners K1 | $62,785 | $62,785 | $0 |
| NOrth Haven Credit Partners PFIC | $567,881 | $567,881 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Knobloch TP Investors | $43 | $43 | $0 | $0 |
| Game Creek Consulting | $43,335 | $43,335 | $0 | $0 |
| Houston Trust Co x3140772 | $372,684 | $372,684 | $0 | $0 |
| Bonamia LLC Consulting | $30,465 | $30,465 | $0 | $0 |
| Anastasia Couvillon Consulting | $0 | $0 | $0 | $0 |
| Payroll processing fees | $640 | $640 | $0 | $0 |
| Illiana A Pena Consulting | $86,200 | $86,200 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll taxes | CategoryTxt |
| Amt | $14,025 | Amt |
| Net Investment Income | $14,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |