NEWTMONT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEWTMONT FOUNDATION (EIN 87-1267501)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349103720
- 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
- All Oth Prog Rltd Investments Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:36:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 NOBEL DRIVE SUITE 300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | 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 | 871267501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTMONT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 4074911049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 NORTH ORANGE ST 4TH FLOOR 2 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L CHAPMAN LEEDY IV | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074911049 | PhoneNum |
| Signature | 2024-11-14 | 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 | KATHLEEN SCHMIDT | PreparerPersonNm |
| PTIN | P01878863 | PTIN |
| Phone | 8585974100 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $350,884 | 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 | $560,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $560,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,291 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,291 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,674 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,758 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $729,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $729,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $745,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $745,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $536,707 | CashBOYAmt |
| Cash EOY | $350,884 | CashEOYAmt |
| Cash EOYFMV | $350,884 | CashEOYFMVAmt |
| Total Assets BOY | $536,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $350,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $350,884 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $536,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $350,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $536,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $350,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $536,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $350,884 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $350,884 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | L CHAPMAN LEEDY IV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4074911049 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 NORTH ORANGE ST 4TH FLOOR 242 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHAPMAN LEEDY | ||||||||
| 112 REVERE ST APT 31 | BOSTON | MA | 02114 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRIS TOOMEY | ||||||||
| 112 REVERE ST APT 31 | BOSTON | MA | 02114 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - THE FOUNDATION IS A NONOPERATING PRIVATE FOUNDATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $455,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $455,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $455,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $448,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,417 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $22,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $745,823 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $745,823 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $29,238 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,708 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $690,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $745,823 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $723,406 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,414,352 | 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 | $1,414,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $29,238 | ExcessFromYear2Amt |
| Excess From Year1 | $661,708 | ExcessFromYear1Amt |
| Excess From Current Year | $723,406 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHAPMAN LEEDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 REVERE ST APT 31 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074911049 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL APPLICATION FORM WITH PROPOSED BUDGET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF LOS ANGELES | ||||||||
| 3424 WILSHIRE BLVD 6TH FLOOR | LOS ANGELES | CA | 90010 | NONE | PC | FOR TOGETHER IN MISSION FUND | $1,000 | |
| BISHOP HIGH SCHOOL | ||||||||
| 4000 LA COLINA ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | FOR ADOPT-A-STUDENT FUND | $35,000 | |
| BOSTON COLLEGE | ||||||||
| CADIGAN ALUMNI CENTER 140 COMMONWEA | BOSTON | MA | 02647 | NONE | PC | FOR THE MCMULLEN MUSEUM OF ART & THE PETER MCMULAUGHLIN SAINT COLUMBKILLE SCHLORSHIP FUND | $105,000 | TH AVE |
| CASA DORINDA | ||||||||
| 300 HOT SPRINGS ROAD | MONTICETO | CA | 93108 | NONE | PC | GENERAL FUND | $2,500 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | ||||||||
| 609 EAST HALEY ST | SANTA BARBARA | CA | 93103 | NONE | PC | FOR THE 2022 MISTLETOE GALA. | $25,000 | |
| CENTER FOR SUCCESSFUL AGING | ||||||||
| 228 E ANAPAMU ST STE 203 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $1,000 | |
| COLLEGE OF THE ATLANTIC | ||||||||
| 105 EDEN STREET | BAR HARBOR | ME | 94609 | NONE | PC | ANNUAL GIFT | $5,000 | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | FOR 17TH ANNUAL SCHOLARSHIP BENEFIT | $25,000 | |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM | ||||||||
| 555 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | FOR THE 2023 ANNUAL CONTRIBUTION APPEAL | $500 | |
| FRIENDS OF ARCADIA | ||||||||
| 43 COTTAGE ST | BAR HARBOR | MS | 04609 | NONE | PC | FOR 34TH ANNUAL FOR BENEFIT | $10,000 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY RD | SANTA BARBARA | CA | 93108 | NONE | PC | VARIOUS FUNDS | $42,000 | |
| HOLY FAMILY CATHOLIC COMMUNITY | ||||||||
| 209 E LOMITA AVE | GLENDALE | CA | 91205 | NONE | PC | FOR BUILDING OUR FUTURE CAPITAL CAMPAIGNE | $5,000 | |
| ISLAND HOUSING TRUST | ||||||||
| 851 MOUNT SESERT DR | BANGOR | ME | 04660 | NONE | PC | GENERAL FUND | $5,000 | |
| JOHN E PROFANT FOUNDATION FOR THE ARTS | ||||||||
| 3905 STATE ST SUITE 7-128 | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL FUND | $1,000 | |
| LAND & GARDEN PRESERVE | ||||||||
| PO BOX 208 | SEAL HARBOR | ME | 04657 | NONE | PC | FOR ABBY ALDRICH ROCKEFELLER GARDEN | $5,000 | |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | PC | FOR THE BARN RAISING INITIATIVE | $15,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | NONE | PC | VARIOUS | $100,000 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON ST | BOSTON | MA | 02114 | NONE | PC | FUND & MEMBERSHIP | $10,000 | |
| MDI COMMUNITY SAILING CENTER | ||||||||
| 168 CLARK POINT RD | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | ANNUAL GIVING | $10,000 | |
| MENTAL WELLNESS CENTER | ||||||||
| 617 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $10,000 | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL FUND | $20,850 | |
| OUR LADY OF MOUNT CARMEL | ||||||||
| 530 HOT SPRINGS RD | SANTA BARBARA | CA | 93108 | NONE | PC | VARIOUS | $37,500 | |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS | ||||||||
| 1214 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | FOR THE GRANADA THEATRE FUND | $5,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| 400 WEST PUEBLO ST | SANTA BARBARA | CA | 93102 | NONE | PC | REACHING HIGHER TOGETHER CAMPAIGN | $25,000 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA ST SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | FOR THE KEY CLASS | $5,000 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NONE | PC | NAVIGATORS CIRCLE ANNUAL GIVING CAMPAIGN | $2,500 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | VARIOUS | $16,500 | |
| SANTA BARBARA YOUTH SAILING | ||||||||
| 130 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL FUND | $1,000 | |
| SOOTHE OUR SOULS (SOS) | ||||||||
| 4737 GULF BLVD | ST PETE BEACH | FL | 33706 | NONE | PC | GENERAL FUND | $1,000 | |
| SOUTHWEST HARBORTREMONT AMBULANCE SERVICE | ||||||||
| PO BOX 437 | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | GENERAL FUND | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $10,000 | |
| ST VINCENT'S | ||||||||
| 42000 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | FIRST ANNUAL FOR THE CHILDREN GOLF TOURNAMENT | $3,500 | |
| THE CECILIA FUND | ||||||||
| PO BOX 50136 | SANTA BARBARA | CA | 93150 | NONE | PC | GENERAL FUND | $2,500 | |
| THE MITFORD MUSEUM | ||||||||
| 145 CEDAR VALLEY RD | HUDSON | NC | 28638 | NONE | PC | GENERAL FUND | $1,000 | |
| THE NOTRE DAME SCHOOL - SANTA BARBARA | ||||||||
| 33 EAST MICHELTORENA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $2,500 | |
| THE THOMAS JEFFERSON FOUNDATION | ||||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | VARIOUS | $75,000 | |
| VNA HEALTH | ||||||||
| 509 E MONTECITO ST SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | VARIOUS | $20,000 | |
| WENDELL GILLY MUSEUM | ||||||||
| 4 HERRICK RD | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | GENERAL FUND | $500 | |
| WEST TISBURY LIBRARY FOUNDATION | ||||||||
| PO BOX 1238 | WEST TIBBURY | MA | 02575 | NONE | PC | GENERAL FUND | $1,000 | |
| WORD ON FIRE CATHOLIC MINIISTRIES | ||||||||
| 25 NORTHWEST POINT BLVD SUITE 1025 | ELK GORVE VILLAGE | IL | 60007 | NONE | PC | GENERAL FUND | $5,000 | |
| ASHLEY TREATMENT | ||||||||
| 800 TYDINGS LN | HAVRE DE GRACE | MD | 21078 | NONE | PC | GENERAL FUND | $1,000 | |
| BAR HARBOR HISTORICAL SOCIETY | ||||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | PC | GENERAL FUND | $250 | |
| BELLOSGUARDO FOUNDATION INC | ||||||||
| 407 EAST CABRILLO BOULEVARD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL FUND | $1,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST | BOSTON | MA | 02116 | NONE | PC | THE 'QUIN IMPACT FUND | $10,000 | |
| FREE METHODIST CHURCH OF SANTA BARBARA | ||||||||
| 1435 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL FUND | $1,000 | |
| THE GUILD OF BOSTON ARTISTS | ||||||||
| 162 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL FUND | $1,000 | |
| HARBOR HOUSE | ||||||||
| PO BOX 836 | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | GENERAL FUND | $5,000 | |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | ||||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | NONE | PC | IN MEMORY OF BARB BOROS | $500 | |
| MOUNT DESERT ISLAND HISTORICAL SOCIETY | ||||||||
| PO BOX 653 373 SOUND DRIVE | MOUNT DESERT | ME | 04660 | NONE | PC | GENERAL FUND | $500 | |
| MOUNT DESERT ISLAND HOSPITAL | ||||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 046090008 | NONE | PC | GENERAL FUND | $50,000 | |
| ROCKING THE BOAT | ||||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | PC | GENERAL FUND | $2,500 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 950531400 | NONE | PC | JESUIT SCHOOL OF THEOLOGY | $5,000 | |
| ST BOTOLPH CLUB FOUNDATION | ||||||||
| 199 COMMONWELATH AVE | BOSTON | MA | 02116 | NONE | PC | ST. BOTOLPH CLUB HERITAGE FUND | $1,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 065081849 | NONE | PC | GENERAL FUND | $500 | |
| YOUTH DEVELOPMENT ORGANIZATION | ||||||||
| 15 UNION ST STE 500 | LAWRENCE | MA | 01840 | NONE | PC | GENERAL FUND | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $729,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENAIR INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 AIR WAY | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $560,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP FEE | $5,750 | $0 | $5,750 |
| BANK FEES | $8 | $0 | $8 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,291 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,291 | DisbursementsCharitablePrpsAmt |