ALCOA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALCOA FOUNDATION (EIN 36-4831759)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349103055
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:18:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 364831759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALCOA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALCO | BusinessNameControlTxt |
| Phone | 4125533279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ISABELLA STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE WARUSZEWSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4123152719 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $141,663,592 | 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 | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,398,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,438,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,023,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,209,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $186,463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,561,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,436,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,001 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,001 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $118,528 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $118,528 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,177 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $445,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $357,988 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,879 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $911 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $179,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,402 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $166,076 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,193,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $457,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $541,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,522,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,897,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,715,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $457,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,439,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,154,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,978,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,585 | CashBOYAmt |
| Cash EOY | $44 | CashEOYAmt |
| Cash EOYFMV | $44 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $710,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $411,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $411,692 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $198,387 | AcctRcvblAmt |
| Acct Rcvbl BOY | $133,085 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $198,387 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $198,387 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $25,236,358 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $27,213,690 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $27,213,690 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $96,288,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $109,159,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,159,921 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,778,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,679,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,679,858 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $102,859 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,278,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,663,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,663,592 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $60,674 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $116,476 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,595,454 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,178,058 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $135,893 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,656,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,430,427 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $125,622,550 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $140,233,165 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,622,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,233,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,278,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,663,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,622,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,154,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,764,768 | OtherIncreasesAmt |
| Subtotal | $140,233,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,233,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FLOWTHROUGH FROM PARTNERSHIPS | P | $38,923 | -$38,923 | -$38,923 | |
| PUBLICLY TRADED SECURITIES | $44,191,602 | -$1,655,777 | -$1,655,777 | $42,535,825 | |
| CAPITAL GAIN DISTRIBUTION | P | $311,378 | $311,378 | $311,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,383,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $110,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $136 | EsPenaltyAmt |
| Overpayment | $68,465 | OverpaymentAmt |
| Applied To ES Tax | $68,465 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.ALCOA.COM/FOUNDATION/EN | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE WARUSZEWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123152719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ISABELLA STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| ROSA GARCIA PINEIRO | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | PRESIDENT | 22.00 | $109,012 | $75,754 | $0 |
| CAROLINE ROSSIGNOL | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | EX-OFFICIO (ENTERED 09/23) | 40.00 | $36,900 | $14,350 | $0 |
| ROBERT BEAR | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| OTAVIO CARVALHEIRA | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| ANNE-CATHERINE COUTURE | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SONYA ELAM HARDEN | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| DARRIN STRANGE | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| KATIE WARUSZEWSKI | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | TREASURER | 2.00 | $11,770 | $4,577 | $0 |
| KAYLA BRANCH GRANTS ADMINISTRATOR | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | ASST SECRETARY, PROG MGR | 40.00 | $61,318 | $23,846 | $0 |
| MOLLY BEERMAN | ||||||||
| 201 ISABELLA STREET | PITTSBURGH | PA | 15212 | EX-OFFICIO | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALCOA CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ISABELLA STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $428,386 | 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 | $130,506,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,933,922 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,468,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,468,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,032,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,436,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,671,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,671,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,399 | TotalTaxAmt |
| Distributable Before Adj | $6,630,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,630,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,630,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,439,088 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,439,088 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,630,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $297,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $501,522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $180,903 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $979,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,439,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,439,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $191,331 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $191,331 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $788,664 | 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 | $106,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $682,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $501,522 | ExcessFromYear4Amt |
| Excess From Year2 | $180,903 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLEGHENY COUNTY PARKS FOUNDATION | |||||||||||||
| 675 OLD FRANKSTOWN ROAD | PITTSBURGH | PA | 15239 | N/A | PC | ENHANCING SUSTAINABILITY IN ALLEGHENY COUNTY PARKS | $20,000 | ||||||
| ASPEN MEDICAL FOUNDATION | |||||||||||||
| N/A | NC | PROVIDE PROSTHETICS TO VICTIMS OF THE UKRAINE WAR | $330,000 | 2 KING STREET DEAKIN | CANBERRA | AS | 2601 | ||||||
| ASPEN MEDICAL FOUNDATION | |||||||||||||
| N/A | NC | MALPA'S YOUNG DOCTOR COURSE IN 6 LOCATIONS IN WA | $73,675 | 2 KING STREET DEAKIN | CANBERRA | AS | 2601 | ||||||
| BADIN HISTORIC MUSEUM INC | |||||||||||||
| 60 FALLS ROAD PO BOX 516 | BADIN | NC | 28009 | N/A | PC | HARDAWAY AMERICAN INDIAN MUSEUM WEBSITE GRANT PROPOSAL | $50,000 | ||||||
| CALHOUN COUNTY INDEPENDENT SCHOOL DISTRICT | |||||||||||||
| 525 N COMMERCE STREET | PORT LAVACA | TX | 77979 | N/A | GOV | CCISD MARINE SCIENCE EDUCATION GRANT | $20,000 | ||||||
| CAMP PORTNEUF | |||||||||||||
| N/A | PC | ENHANCED EDUCATION PROGRAM AND MAKE CAMP ACCESSIBLE | $115,500 | 4229 CHEMIN DU LAC SEPT-ILES | SAINTRAYMOND | CA | G3L 2S6 | QUEBEC | |||||
| CASTLE ROBOTICS CLUB INCORPORATED | |||||||||||||
| 3344 IND-261 | NEWBURGH | IN | 47630 | N/A | PC | CASTLE ROBOTICS CLUB FUNDING | $25,000 | ||||||
| CEGEP DE BAIE-COMEAU | |||||||||||||
| N/A | PC | INFRASTRUCTURES SUPPORTING WORKFORCE TRAINING, RESEARCH REGARDING GREEN AND DIGITAL TRANSITIONS | $235,000 | 537 BOUL BLANCHE | BAIECOMEAU | CA | G5C 282 | QUEBEC | |||||
| CITEC INC | |||||||||||||
| BOX 8561 CLARKSON UNIVERSITY | POTSDAM | NY | 13699 | N/A | PC | WORKFORCE RETENTION BY DESIGN TO ENCOURAGE ECONOMIC DEVELOPMENT LOCALLY | $40,000 | ||||||
| COMITE ZIP DE LA RIVE NORD DE LESTUAIRE | |||||||||||||
| N/A | PC | IMPROVE COASTAL HABITAT KNOWLEDGE AND IMPROVE CONSERVATION MANAGEMENT | $25,000 | 31 AVENUE MARQUETTE | BAIECOMEAU | CA | G47 1K4 | QUEBEC | |||||
| COMMITTEE ENCOURAGING CORPORATE PHILANTHROPY | |||||||||||||
| 447 BROADWAY 2ND FL 547 | NEW YORK | NY | 10013 | N/A | PC | ANNUAL MEMBERSHIP | $25,000 | ||||||
| CONSEIL DE DEVELOPPEMENT DU LOISIR SCIENTIFIQUE - RESEAU TECHNOSCIENCE | |||||||||||||
| N/A | PC | ENVIRONMENTALLY FRIENDLY SCIENCE FAIRS | $40,000 | 7665 BOULEVARD LACORDAIRE | MONTREAL | CA | H1S 2A7 | QUEBEC | |||||
| COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF NY | |||||||||||||
| 355 W MAIN STREET SUITE 150 | MALONE | NY | 12953 | N/A | PC | FRANKLIN COUNTY 4H ENTREPRENEURSHIP EDUCATION PROGRAM | $20,000 | ||||||
| ENVIRONMENTAL EDUCATION FOUNDATION OF SOIL AND WATER CONSERVATION | |||||||||||||
| 7413 COUNTY HOUSE ROAD | AUBURN | NY | 13021 | N/A | PC | NORTHERN ADIRONDACK REGIONAL ENVIROTHON AND THE NEW YORK STATE ENVIROTHON | $20,000 | ||||||
| FADEMA - FUNDACAO DE APOIO AO DESENVOLVIMENTO DA EXTENSAO PESQUISA ENSINO | |||||||||||||
| N/A | PC | MAPPING OF FOREST REMNANTS AROUND POCOS DE CALDAS | $21,000 | RODOVIA MACHADO - PARAGUACU KM 3 | MACHADOMG | BR | 37750 | SANTO ANTNIO | |||||
| FITSPIRIT COMMUNITY ORGANIZATION | |||||||||||||
| N/A | PC | ACTIVE TODAY, HEALTHY FOR LIFE! | $60,000 | 141 RUE SAINT-CHARLES BUREAU 4 | SAINTETHERESE | CA | J7E 2A9 | QUEBEC | |||||
| GREENING AUSTRALIA | |||||||||||||
| N/A | PC | MANNA GUM RESTORATION | $450,000 | 379 COLLINS STREET | MELBOURNE | AS | 3000 | ||||||
| GROW SOUTHWEST INDIANA WORKFORCE BOARD INC | |||||||||||||
| 4600 WASHINGTON AVE STE 113 | EVANSVILLE | IN | 47714 | N/A | PC | GROW SOUTHWEST TEACHER MANUFACTURING BOOTCAMP | $25,000 | ||||||
| IES ILLA DE SARON | |||||||||||||
| N/A | PC | ADVANCED ENGINEERING LABORATORY SUPPORT | $44,000 | C/ AGRAMONTE S/N | XOVE | SP | 27870 | ||||||
| IES MONTE CASTELO | |||||||||||||
| N/A | PC | LABS INNOVATION | $36,200 | RIL SN | BURELA LUGO | SP | 27880 | ||||||
| INSTITUTO ALCOA | |||||||||||||
| N/A | NC | DONATION OF BASIC BASKETS, HYGIENE AND CLEANING PRODUCTS, IN ADDITION TO EQUIPMENT FOR EVERYDAY LIFE | $50,000 | AV DAS NACOES UNIDAS 14261 - ALA B | SAO PAULOSP | BR | 04578000 | 17 ANDAR | |||||
| INSTITUTO ALCOA | |||||||||||||
| N/A | NC | HUMANITARIAN AID FOR INDIVIDUALS AND/OR COMMUNITIES IMPACTED BY THE FLOODS THROUGH THE PURCHASE OF 2350 FOOD BASKETS. | $25,000 | AV DAS NACOES UNIDAS 14261 - ALA B | SAO PAULOSP | BR | 04578000 | 17 ANDAR | |||||
| JUNIOR ACHIEVEMENT NORWAY AGDER (JA NORWAY AGDER) | |||||||||||||
| N/A | PC | EQUIPPING THE WORKFORCE OF TOMORROW FACING UNS SUSTAINABILITY GOALS | $78,000 | UNIVERSITETSVEIEN 19 | KRISTIANSAND S | NO | 4630 | ||||||
| JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA INC | |||||||||||||
| 90 EMERSON LN SUITE 1403 | BRIDGEVILLE | PA | 15017 | N/A | PC | JUNIOR ACHIEVEMENT - EDUCATION & WORKFORCE DEVELOPMENT | $25,000 | ||||||
| KANYA DONSE FANYI | |||||||||||||
| N/A | PC | SELF-SUSTAINED IMPROVEMENT OF FOOD SECURITY AND NUTRITION IN BOKE 2 | $176,021 | KANYA DONSE FANYI KALIAKHORY | KINDIA | GV | |||||||
| KELSO LONGVIEW CHAMBER OF COMMERCE EDUCATION FOUNDATION | |||||||||||||
| 105 MINOR ROAD | KELSO | WA | 98626 | N/A | PC | CAREER EXPLORATION EXPO - CONNECT STUDENTS WITH POTENTIAL EMPLOYERS/BUSINESS | $20,000 | ||||||
| LES OUVRIERS DE PAIX | |||||||||||||
| N/A | PC | CHEMIN DU LAC - COMPLETION | $44,300 | 264 RANG DE LA GRANDE-TERRE | STFRANCOISDULAC | CA | J0G1M0 | QUEBEC | |||||
| LHAQ'TEMISH FOUNDATION | |||||||||||||
| 2665 KWINA RD | BELLINGHAM | WA | 98226 | N/A | PC | SOLAR CREDIT REDISTRIBUTION PROJECT: ACCESS TO RENEWABLES FOR LUMMI NATIVE COMMUNITY | $50,000 | ||||||
| LITERACY PITTSBURGH | |||||||||||||
| 411 SEVENTH AVENUE SUITE 525 | PITTSBURGH | PA | 15219 | N/A | PC | AN INVESTMENT IN LITERACY PITTSBURGH'S CAREER-ORIENTED STUDENTS AND REGIONAL WORKFORCE | $25,000 | ||||||
| MANIVA TAPAJOS BIOFACTORY | |||||||||||||
| N/A | PC | PRODUCTION OF DISEASE TOLERANT CASSAVA SEEDLINGS | $50,000 | RUA VERA PAZ S/N SALE CEP 68040-255 | SANTAREM | BR | PARA | ||||||
| MUNICIPALITY OF FJARDABYGGD | |||||||||||||
| N/A | GOV | THIS HUMANITARIAN AID WILL BE USED IN TOWN OF NESKAUPSTAOUR IN FJAROABYGGO MUNICIPALITY TO THOSE WHO SUFFERED THROUGH AVALANCHES 27TH OF MARCH 2023. | $25,000 | HAFNARGATA 2 | REYOARFJOROUR | IC | 8000 | ||||||
| MURDOCH UNIVERSITY | |||||||||||||
| N/A | PC | ALCOA FOUNDATION COMMUNITY WATER MONITORING PROJECT. | $250,000 | 90 SOUTH STREET | MURDOCH | AS | 6150 | ||||||
| MURDOCH UNIVERSITY | |||||||||||||
| N/A | PC | HARVEY RIVER ECOSYSTEM RESTORATION, MONITORING AND PROMOTION PROGRAM | $200,000 | 90 SOUTH STREET | MURDOCH | AS | 6150 | ||||||
| NATURE CONSERVANCY | |||||||||||||
| 4245 FAIRFAX DR 100 | ARLINGTON | VA | 22203 | N/A | PC | GLOBAL MANGROVE WATCH: HARNESSING TECHNOLOGY TO PROTECT AND RESTORE MANGROVES | $100,000 | ||||||
| NATURE CONSERVANCY | |||||||||||||
| 620 E OHIO ST | INDIANAPOLIS | IN | 46202 | N/A | PC | LOWER PIGEON CREEK WATER QUALITY IMPROVEMENT | $20,000 | ||||||
| OTITIS MEDIA GROUP INC TAS EARBUS FOUNDATION OF WESTERN AUSTRALIA | |||||||||||||
| N/A | PC | ALCOA EARBUS PROGRAM | $300,000 | 35 BREWER STREET PERTH | WESTERN AUSTRALIA | AS | 6000 | ||||||
| POLICE ACTIVITIES LEAGUE OF MASSENA INC | |||||||||||||
| 30 BAYLEY RD | MASSENA | NY | 13662 | N/A | PC | ENVIRONMENTAL STEWARDSHIP AND HERITAGE EDUCATION. | $20,000 | ||||||
| PRONATURA | |||||||||||||
| 926 HIGHLAND AVE | PELHAM | NY | 108032908 | N/A | PC | JURUTI SVP | $350,000 | ||||||
| RASSEMBLEMENT DES JEUNES LEADERS DE GUINEE | |||||||||||||
| N/A | PC | SUPPORT WOMEN/GIRLS IN SITUATIONS OF ECONOMIC VULNERABILITY IN THE BOKE | $98,570 | QUARTIER DIXINN-COMMUNE DE DIXINN | CONAKRY | GV | 224 | ||||||
| REGIONAL MINISTRY OF CULTURE EDUCATION PROFESSIONAL TRAINING AND UNIVERSIT | |||||||||||||
| N/A | PC | MINIEMPRESAS LUGO 23-24 | $70,600 | EDIFICIO ADMINISTRATIVO SAN CAETANO | SANTIAGO DE COMPOSTELA | SP | 15781 | S/N | |||||
| REGIONAL MINISTRY OF CULTURE EDUCATION PROFESSIONAL TRAINING AND UNIVERSIT | |||||||||||||
| N/A | PC | EDUCATION PROGRAM ON ENVIRONMENT | $42,000 | EDIFICIO ADMINISTRATIVO SAN CAETANO | SANTIAGO DE COMPOSTELA | SP | 15781 | S/N | |||||
| SCIENTIST FACTORY AS | |||||||||||||
| N/A | NC | COUNTERACT SOCIAL INEQUALITIES OFFERING QUALITY STEM-SUMMER SCHOOLS AND MATH TRAINING | $78,000 | KJELSASVEIEN 164 | OSLO | NO | 0884 | ||||||
| STICHTING BOEKENPORTAAL SURINAME | |||||||||||||
| N/A | PC | CONNECTING SURINAMESE PUPILS WITH SURINAMESE BOOKS | $50,600 | TOURTONNELAAN 36-38 | PARAMARIBO | NS | |||||||
| STICHTING CHIMBO | |||||||||||||
| N/A | PC | SCOPING STUDY: BAUXITE, FULA AND DARI | $42,000 | HUNINGSPAED 6 | OUDEMIRDUM | NL | 8567LL | ||||||
| STICHTING GO BANA SURINAME VAN BANANENSTAM TOT STOF | |||||||||||||
| N/A | PC | GO BANA SURINAME ENVIRONMENTAL ALCOA PROJECT | $60,000 | SIDOREDJOWEG 31 SARAMACCA SURINAME | PARAMARIBO | NS | SA | ||||||
| STIFTELSEN FEE NORWAY | |||||||||||||
| N/A | PC | EDUCATION FOR POSITIVE CLIMATE ACTION - PART 2 | $114,000 | FRYSJAVEIEN 33E | OSLO | NO | 0884 | ||||||
| SZEKESFEHERVARI NEMETH LASZLO ALTALANOS ISKOLA TELJES ELET ALAPITVANY | |||||||||||||
| N/A | PC | RENOVATION OF SCHOOL GARDEN AND CREATING A STUDENT KITCHEN | $30,000 | 8000 SZEKESFEHERVAR SALETROM UTCA | SZEKESFEHERVAR | HU | 8000 | 4-6 | |||||
| THE BACK LOT FOUNDATION | |||||||||||||
| N/A | PC | GROEIPLAN | $30,000 | HEERENSTRAAT 24 | PARAMARIBO | NS | |||||||
| THE RECYCLING PARTNERSHIP | |||||||||||||
| 20 F ST | WASHINGTON | DC | 20001 | N/A | PC | GENERAL PARTNERSHIP & ALUMINUM RECYCLING INITIATIVE | $100,000 | ||||||
| THREE RIVERS LAND TRUST | |||||||||||||
| 204 E INNES STREET SUITE 120 | SALISBURY | NC | 28144 | N/A | PC | HABITAT ENHANCEMENT LANDS PROGRAM (HELP) | $50,000 | ||||||
| TOURING CLUB OF FLJOTSDALSHERAD | |||||||||||||
| N/A | PC | MITIGATION AND PREVENTION OF OFF-ROAD DRIVING IN EAST-ICELAND. | $30,000 | TJARNARAS 8 | EGILSSTADIR MULATHING | IC | 700 | ||||||
| TROIS-RIVIERES FOUNDATION FOR SUSTAINABLE DEVELOPMENT | |||||||||||||
| N/A | PC | DISCOVER YOUR NATURE | $80,000 | 1075 RUE CHAMPFLOUR | TROISRIVIERES | CA | G9A 2A1 | QUEBEC | |||||
| UNITED WAY OF SOUTHWEST LOUISIANA | |||||||||||||
| 815 RYAN STREET | LAKE CHARLES | LA | 70601 | N/A | PC | UNITED WAY SUMMER OF SERVICE | $20,000 | ||||||
| UNIVERSITY OF A CORUNA | |||||||||||||
| N/A | PC | EDUCATION FOR SUSTAINABILITY | $49,800 | REITORIA RUA DA MAESTRANZA 9 | A CORUNA | SP | 15001 | ||||||
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | N/A | PC | MULTI-LEVEL STEM ENGAGEMENT PROGRAM | $32,000 | ||||||
| VICTORIA COLLEGE FOUNDATION INC | |||||||||||||
| 2200 EAST RED RIVER | VICTORIA | TX | 77901 | N/A | PC | VICTORIA COLLEGE INDUSTRIAL TRADE CAREERS MOBILE UNIT | $21,000 | ||||||
| WATER MUSEUM OF FEDERAL UNIVERSITY OF TOCANTINS | |||||||||||||
| N/A | PC | WATER MUSEUM OFF FEDERAL UNIVERSITY OF TOCANTINS | $40,080 | ORLA 14 AVENIDA PARQUE QI04 LOTE 03 | PALMAS | BR | 77001-090 | PRAIA DA GRACIOSA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,522,346 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAMP PORTNEUF | ||||||||||||
| 4229 CHEMIN DU LAC SEPT-ILES | SAINTRAYMOND | QUEBEC | CA | G3L 2S6 | N/A | PC | ENHANCED EDUCATION PROGRAM AND MAKE CAMP ACCESSIBLE | $59,200 | ||||
| CEGEP DE BAIE-COMEAU | ||||||||||||
| 537 BOUL BLANCHE | BAIECOMEAU | QUEBEC | CA | G5C 282 | N/A | PC | INFRASTRUCTURES SUPPORTING WORKFORCE TRAINING, RESEARCH REGARDING GREEN AND DIGITAL TRANSITIONS | $160,000 | ||||
| CONSEIL DE DEVELOPPEMENT DU LOISIR SCIENTIFIQUE | ||||||||||||
| 7665 BOULEVARD LACORDAIRE | MONTREAL | QUEBEC | CA | H1S 2A7 | N/A | PC | ENVIRONMENTALLY FRIENDLY SCIENCE FAIRS | $20,000 | ||||
| FITSPIRIT COMMUNITY ORGANIZATION | ||||||||||||
| 141 RUE SAINT-CHARLES BUREAU 4 | SAINTETHERESE | QUEBEC | CA | J7E 2A9 | N/A | PC | ACTIVE TODAY, HEALTHY FOR LIFE! | $40,000 | ||||
| GREENING AUSTRALIA | ||||||||||||
| 379 COLLINS STREET | MELBOURNE | AS | 3000 | N/A | PC | MANNA GUM RESTORATION | $150,000 | |||||
| LES OUVRIERS DE PAIX | ||||||||||||
| 264 RANG DE LA GRANDE-TERRE | STFRANCOISDULAC | QUEBEC | CA | J0G1M0 | N/A | PC | CHEMIN DU LAC - COMPLETION | $20,000 | ||||
| LHAQ'TEMISH FOUNDATION | ||||||||||||
| N/A | PC | SOLAR CREDIT REDISTRIBUTION PROJECT: ACCESS TO RENEWABLES FOR LUMMI NATIVE COMMUNITY | $14,691 | 2665 KWINA RD | BELLINGHAM | WA | 98226 | |||||
| MURDOCH UNIVERSITY | ||||||||||||
| 90 SOUTH STREET | MURDOCH | AS | 6150 | N/A | PC | HARVEY RIVER ECOSYSTEM RESTORATION, MONITORING AND PROMOTION PROGRAM | $100,000 | |||||
| MURDOCH UNIVERSITY | ||||||||||||
| 90 SOUTH STREET | MURDOCH | AS | 6150 | N/A | PC | ALCOA FOUNDATION COMMUNITY WATER MONITORING PROJECT. | $80,000 | |||||
| OTITIS MEDIA GROUP INC TAS EARBUS FOUNDATION OF WESTERN AUSTRALIA | ||||||||||||
| 35 BREWER STREET PERTH | WESTERN AUSTRALIA | AS | 6000 | N/A | PC | ALCOA EARBUS PROGRAM | $200,000 | |||||
| TROIS-RIVIERES FOUNDATION FOR SUSTAINABLE DEVELOPMENT | ||||||||||||
| 1075 RUE CHAMPFLOUR | TROISRIVIERES | QUEBEC | CA | G9A 2A1 | N/A | PC | DISCOVER YOUR NATURE | $55,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $898,891 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,398,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,023,178 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUNDS | Desc |
| Related Or Exempt Function Incm | $186,463 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,374,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $186,463 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,561,341 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | ALL INCOME IS USED TO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $50,125 | Amt |
| Net Investment Income | $18,177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (15 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Province Or StateForeignAddress/ProvinceOrStateNm | Expended By GranteeExpendedByGranteeAmt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCIENTIST FACTORY AS | |||||||||||
| KJELSASVEIEN 164 | OSLO | NO | 0884 | 2021-04-06 | $104,976 | COUNTERACT SOCIAL INEQUALITIES OFFERING QUALITY KINDERGARTEN EDUCATION AND STEM-SUMMER SCHOOLS | 45322 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | |||
| CARREFOUR JEUNESSE-EMPLOI DE PORTNEUF | |||||||||||
| 350 RUE DE LEGLISE CP3009 | SAINT BASILE | CA | G0A 3G0 | 2021-04-27 | $56,000 | INCREASE SCHOOL PERSEVERANCE AND EDUCATIONAL SUCCESS FOR YOUNG PEOPLE | 45107 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | QUEBEC | $56,000 | |
| RESERVE MONDIALE DE LA BIOSPHERE MANICOUAGAN-UAPISHKA | |||||||||||
| 31 AV MARQUETTE | BAIECOMEAU | CA | G4Z 1K4 | 2021-04-23 | $115,000 | ACHIEVEMENT OF THE ENERGY AUTONOMY OF UAPISHKA RESEARCH STATION | 45153 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | QUEBEC | $115,000 | |
| AUSTURBRU SES | |||||||||||
| TJARNARBRAUT 39E | IC | 2021-08-27 | $100,000 | STARTUP OF SATELLITE CAMPUS FOR UNIVERSITY EDUCATION IN EAST ICELAND | 7/9/2022 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | EGILSSTADIR 700 | ||||
| STICHTING PUBLIC & PRIVATE CENTER OF EXCELLENCE FOR TECHNOLOGY | |||||||||||
| MARTIN LUTHER KING HIGHWAY KM 23 | PARA | NS | 2021-03-05 | $86,400 | PROVIDING HANDS-ON OCCUPATIONAL SKILLS TRAINING TO THE DISADVANTAGED | 45292 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | $8,400 | |||
| INSTITUTO ALCOA | |||||||||||
| AVENIDA DAS NAES UNIDAS 14261 ALAB | SAO PAULO | BR | 4790000 | 2021-11-09 | $3,278,945 | CONNECTED SCHOOL: A LINK TO COLLABORATIVE LEARNING | 6/19/2024 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | 17OANDAR CJ 17A | ||
| CANADIAN RED CROSS SOCIETY | |||||||||||
| 6 PLACE DU COMMERCE | VERDUN | CA | H3E2B5 | 2022-05-01 | $150,000 | HUMANITARIAN AID FOR INDIVIDUALS AND/OR COMMUNITIES IMPACTED BY THE WAR IN UKRAINE | 11/28/2024 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | QUEBEC | $150,000 | |
| SADC DE NICOLET-BECANCOUR | |||||||||||
| 19205 BOULEVARD DES ACADIENS BUREAU | BECANCOUR | CA | G9H 1M5 | 2022-06-09 | $95,000 | PROACTION | 7/1/2024 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | 102 | ||
| STIFTELSEN TERMIK | |||||||||||
| PETER BECHS GATE 36 | MOSJOEN | NO | 8657 | 2022-08-17 | $10,000 | OASE DAY--AF ANNIVERSARY GRANT | 12/1/2023 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | $10,000 | ||
| JEUNESSOR PORTNEUF | |||||||||||
| 350 RUE DE LEGLISE PC 3009 | SAINTBASILE | CA | G0A3G0 | 2022-02-23 | $20,000 | SUMMER CAMPS FOR LITTLE READERS | 12/1/2023 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | QUEBEC | $20,000 | |
| INSTITUTO ALCOA | |||||||||||
| AVENIDA DAS NAES UNIDAS 14261 ALAB | SAO PAULO | BR | 4790000 | 2023-03-27 | $50,000 | DONATION OF BASIC BASKETS, HYGIENE AND CLEANING PRODUCTS, IN ADDITION TO EQUIPMENT FOR EVERYDAY LIFE | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | $50,000 | 17OANDAR CJ 17A | ||
| INSTITUTO ALCOA | |||||||||||
| AVENIDA DAS NAES UNIDAS 14261 ALAB | SAO PAULO | BR | 4790000 | 2023-04-21 | $25,000 | HUMANITARIAN AID FOR INDIVIDUALS AND/OR COMMUNITIES IMPACTED BY THE FLOODS THROUGH THE PURCHASE OF 2350 FOOD BASKETS. | 8/1/2023 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | $25,000 | 17OANDAR CJ 17A | |
| SCIENTIST FACTORY AS | |||||||||||
| KJELSASVEIEN 164 | OSLO | NO | 0884 | 2023-05-24 | $78,000 | COUNTERACT SOCIAL INEQUALITIES OFFERING QUALITY STEM-SUMMER SCHOOLS AND MATH TRAINING | 45607 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | |||
| ASPEN MEDICAL FOUNDATION | |||||||||||
| 2 KING STREET DEAKIN | CANBERRA | AS | 2601 | 2023-12-14 | $73,676 | MALPA'S YOUNG DOCTOR COURSE IN 6 LOCATIONS IN WA | 10/4/2024 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | |||
| ASPEN MEDICAL FOUNDATION | |||||||||||
| 2 KING STREET DEAKIN | CANBERRA | AS | 2601 | 2023-12-13 | $330,000 | PROVIDE PROSTHETICS TO VICTIMS OF THE UKRAINE WAR | 7/1/2024 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | |||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | ROSA GARCIA PINEIRO, CAROLINE ROSSIGNOL, KATIE WARUSZEWSKI, AND KAYLA BRANCH ARE EMPLOYEES OF ALCOA CORPORATION, AND, AS A RESULT, ALCOA CORPORATION PAYS THEIR RESPECTIVE SALARIES AND BENEFITS. ALCOA FOUNDATION HAS NO EMPLOYEES, AND CONTRACTS WITH THE ALCOA CORPORATION'S EMPLOYEES TO PROVIDE ITS SERVICES. THE SALARY AND BENEFIT AMOUNTS LISTED IN PART VII, LINE 1 ARE ALSO REFLECTED IN PART VII, LINE 3 OF FORM 990-PF UNDER COMPENSATION PAID TO ALCOA CORPORATION FOR CONTRACTED SERVICES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD US ESG ETF | $21,435,800 | $21,435,800 |
| GMO QUALITY MF | $11,228,809 | $11,228,809 |
| VANGUARD EMERGING MARKET | $9,365,924 | $9,365,924 |
| CBRE CLARION GBL INF | $22,217,822 | $22,217,822 |
| VANGUARD DEV MARKET | $23,133,480 | $23,133,480 |
| CIF BROAD MARKET SIF | $21,778,086 | $21,778,086 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,213,690 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $27,213,690 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HARBOURVEST HIPEP III | FMV | $5,064 | $5,064 |
| WARBURG PINCUS PRIVATE EQUITY IX | FMV | $1,715 | $1,715 |
| ADAMS STREET 2004 NON-U.S. FUND | FMV | $16,671 | $16,671 |
| ADAMS STREET 2004 U.S. FUND | FMV | $14,160 | $14,160 |
| BLACKSTONE CAPITAL PARTNERS V | FMV | $7,759 | $7,759 |
| ADAMS STREET 2007 DIRECT FUND | FMV | $36,438 | $36,438 |
| HARBOURVEST INT'L PEP V | FMV | $1,963 | $1,963 |
| CARLYLE PARTNERS V | FMV | $70,045 | $70,045 |
| ADAMS STREET 2007 NON U.S. FUND | FMV | $81,135 | $81,135 |
| KKR 2006 FUND LP I | FMV | $493 | $493 |
| ADAMS STREET 2007 U.S. FUND | FMV | $144,547 | $144,547 |
| SEQUOIA CAPITAL INDIA GROWTH FUND I | FMV | $91,596 | $91,596 |
| SEQUOIA CAPITAL ISRAEL III LP | FMV | $281,086 | $281,086 |
| BLACKSTONE CAPITAL PARTNERS VI | FMV | $428,186 | $428,186 |
| HARBOURVEST INT'L PEP VI | FMV | $519,989 | $519,989 |
| SEQUOIA CAPITAL ISRAEL FUND IV, L.P. | FMV | $540,758 | $540,758 |
| SEQUOIA CAPITAL INDIA GROWTH FUND II | FMV | $856,967 | $856,967 |
| SEQUOIA CAPITAL GROWTH III | FMV | $201,416 | $201,416 |
| SEQUOIA CAPITAL GROWTH IV | FMV | $1,379,870 | $1,379,870 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL TAX ASSET | Desc |
| BOY Book Value | $102,859 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION EXPENSES | $166,076 | $0 | $166,076 |
| OTHER K-1 EXPENSES | $0 | $23,531 | $0 |
| CARRIED INTEREST | $12,777 | $12,777 | $0 |
| PARTNERSHIP EXPENSES | $1,915 | $1,915 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $186,463 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $186,463 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $17,764,768 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $135,893 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALCOA MANAGEMENT FEES | $264,847 | $259,894 | $0 |
| INVESTMENT ADVISORY FEES | $81,093 | $53,478 | $0 |
| CONSULTING FEES | $79,486 | $25,000 | $37,879 |
| TRUSTEE FEES | $19,616 | $19,616 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAYMENTS | $141,034 | $0 | $0 |
| UBTI/STATE TAX PAYMENTS | $25,328 | $0 | $0 |
| PSHIP WITHOLDING | $13,321 | $13,321 | $0 |
| FOREIGN TAXES | $0 | $29,081 | $0 |