THE LEONARD AND SOPHIE DAVIS FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE LEONARD AND SOPHIE DAVIS FUND (EIN 94-3402266)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202433129349101988
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T16:16:22-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112318995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARKOUH FURMAN & FACCIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 943402266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD & SOPHIE DAVIS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2122455900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALAN DAVIS PO BOX 590723 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122455900 | PhoneNum |
| Signature | 2024-11-07 | 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 | FRED C FARKOUH | PreparerPersonNm |
| PTIN | P00092160 | PTIN |
| Phone | 2122455900 | 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 | $194,971,782 | 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 | $6,255,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139,084 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139,084 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,917,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,917,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,974,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,252,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,974,567 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,371 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,289,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,034,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $51,078 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $51,078 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,579 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,579 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $136,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $136,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,073,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $685,516 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $388,398 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,728 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,242 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109,822 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,301 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,457,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $832,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,132,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,132,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,589,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $832,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,757,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,299,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,202,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,816,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,308,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,308,107 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $168,411,754 | CorporateStockBOYAmt |
| Corporate Stock EOY | $166,315,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $166,315,751 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,845,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,529,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,529,489 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $812,052 | OtherAssetsBOYAmt |
| Other Assets EOY | $818,435 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $818,435 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $183,885,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,971,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,971,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,491,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,491,126 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $174,394,588 | RetainedEarningBOYAmt |
| Retained Earning EOY | $185,480,656 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,885,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,971,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $183,885,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,971,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,885,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,299,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,395,407 | OtherIncreasesAmt |
| Subtotal | $194,981,232 | SubtotalAmt |
| Other Decreases | $9,450 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $194,971,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION | P | 2023-01-01 | 2023-12-31 | $2,084,480 | $2,136,542 | -$52,062 | -$52,062 |
| US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION | P | 2022-01-01 | 2023-12-31 | $6,689,702 | $5,603,142 | $1,086,560 | $1,086,560 |
| US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION | P | 2023-01-01 | 2023-12-31 | $3,997,402 | $4,082,873 | -$85,471 | -$85,471 |
| US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION | P | 2022-01-01 | 2023-12-31 | $14,374,854 | $13,398,884 | $975,970 | $975,970 |
| US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION | P | 2023-01-01 | 2023-12-31 | $3,680,046 | $3,420,986 | $259,060 | $259,060 |
| US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION | P | 2022-01-01 | 2023-12-31 | $14,520,735 | $10,178,530 | $4,342,205 | $4,342,205 |
| CAPITAL GAINS DIVIDENDS | P | 2022-01-01 | 2023-12-31 | $11,070 | $11,070 | $11,070 | |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2023-01-01 | 2023-12-31 | $869,063 | $844,198 | $24,865 | $24,865 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2022-01-01 | 2023-12-31 | $5,612,297 | $4,154,341 | $1,457,956 | $1,457,956 |
| PINEBRIDGE PEP IV | P | 2022-01-01 | 2023-12-31 | $5,752 | -$5,752 | -$5,752 | |
| THE LYME FOREST FUND III TE, LP | P | 2022-01-01 | 2023-12-31 | $1,505 | -$1,505 | -$1,505 | |
| DBL PARTNERS III,LP | P | 2022-01-01 | 2023-12-31 | $5,749 | $5,749 | $5,749 | |
| YOLEV INVESTMENTS | P | 2023-01-01 | 2023-12-31 | $433,027 | -$433,027 | -$433,027 | |
| THE LYME FOREST FUND III TE, LP SECTION 1231 | P | 2022-01-01 | 2023-12-31 | $348 | -$348 | -$348 | |
| PARTNERS GROUP REAL ESTATE SECONDARY CLASS P LP | P | 2023-01-01 | 2023-12-31 | $9 | -$9 | -$9 | |
| PARTNERS GROUP REAL ESTATE SECONDARY CLASS P LP | P | 2022-01-01 | 2023-12-31 | $1,105 | $1,105 | $1,105 | |
| PARTNERS GROUP REAL ESTATE SECONDARY CLASS P LP SECTION 1231 | P | 2022-01-01 | 2023-12-31 | $159 | $159 | $159 | |
| YOLEV INVESTMENTS | P | 2022-01-01 | 2023-12-31 | $405,419 | $405,419 | $405,419 | |
| REV ALL, LLC SECTION 1231 | P | 2022-01-01 | 2023-12-31 | $17,375 | -$17,375 | -$17,375 | |
| PARTNERS GROUP REAL ESTATE SECONDARY CLASS P LP SECTION 1256 | P | 2022-01-01 | 2023-12-31 | $2 | -$2 | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,974,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $207,813 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $95,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $302,813 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $161,005 | OverpaymentAmt |
| Applied To ES Tax | $161,005 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Individual With Books | ALAN DAVIS | IndividualWithBooksNm |
| Phone | 2122455900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN S DAVIS | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | CHIEF EXECUTIVE OFFICER | 10.00 | $5,000 | $0 | $0 |
| MARY LOU DAVIS | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | CHIEF FINANCIAL OFFICER | 2.00 | $5,000 | $0 | $0 |
| JAMES HASSAN | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | DIRECTOR | 1.00 | $5,000 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY | |||||
| ONE BEACON STREET | BOSTON | MA | 02108 | INVESTMENT ADVISORS | $590,413 |
| LARRY OTTINGER | |||||
| 7004 W GREENVALE PARKWAY | CHEVY CHASE | MD | 20815 | CONSULTING | $135,000 |
| FARKOUH FURMAN & FACCIO LLP | |||||
| 460 PARK AVE 12TH FL | NEW YORK | NY | 10022 | ACCOUNTING FEES | $121,750 |
| TCC GROUP | |||||
| 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | CONSULTING | $105,000 |
| WELLS FARGO | |||||
| 6325 S RAINBOW BLVD STE 300 | LAS VEGAS | NV | 89118 | INVESTMENT ADVISORS | $95,103 |
| 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 | $184,014,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,669,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129,599 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,813,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,813,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,847,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,965,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,348,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,348,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141,808 | TotalTaxAmt |
| Distributable Before Adj | $9,206,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,206,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,206,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,757,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,757,268 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,206,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,073,603 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,401,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,037,839 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,785,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,634,392 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,933,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,757,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,206,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,550,784 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,484,568 | 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 | $1,073,603 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,410,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,401,979 | ExcessFromYear4Amt |
| Excess From Year3 | $20,037,839 | ExcessFromYear3Amt |
| Excess From Year2 | $8,785,971 | ExcessFromYear2Amt |
| Excess From Year1 | $11,634,392 | ExcessFromYear1Amt |
| Excess From Current Year | $11,550,784 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| 20 JAY ST SUITE 732 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| ACLU OF NORTHERN CALIFORNIA | ||||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $110,000 | |
| ACRE INSTITUTE | ||||||||
| 1901 W CARROLL AVE | CHICAGO | IL | 60612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| AMERICA-ISRAEL CULTURAL FOUNDATION | ||||||||
| 178 COLUMBUS AVENUE PO BOX 237133 | NEW YORK | NY | 10023 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | ||||||||
| 247 W 30TH ST 8F | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| AMERICAN CONSERVATORY THEATER | ||||||||
| 415 GEARY ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| AMERICAN CONSTITUTION SOCIETY | ||||||||
| 601 13TH ST NW SUITE 610 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA INC | ||||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| AMERICAN PROMISE EDUCATION FUND | ||||||||
| 1110 VERMONT AVE NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| AMERICAN TECHNION SOCIETY | ||||||||
| 55 E 59TH ST FL 13 | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| AMERICANS FOR FINANCIAL REFORM | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 311 W 43RD ST 7TH FLOOR | NEW YORK | NY | 10036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| ARENA STAGE | ||||||||
| 1101 SIXTH STREET SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| ASIAN COMMUNITY DEVELOPMENT | ||||||||
| 38 OAK ST | BOSTON | MA | 02111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| BAREFOOT ARTISTS | ||||||||
| 2412 WAVERLY STREET | PHILA | PA | 19146 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| BERKELEY REPERTORY THEATRE | ||||||||
| 2025 ADDISON ST | BERKELEY | CA | 94704 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| BETH ISRAEL MEDICAL CENTER | ||||||||
| 281 FIRST AVENUE | NEW YORK | NY | 10003 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $400,000 | |
| BEYOND NUCLEAR INTERNATIONAL | ||||||||
| 7304 CARROLL AVENUE 182 | TAKOMA PARK | MD | 20912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| BIONEERS COLLECTIVE HERITAGE | ||||||||
| 1041 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| BLACK MOUNTAIN COLLEGE | ||||||||
| 120 COLLEGE ST | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| CALIFORNIA BUDGET AND POLICY CENTER | ||||||||
| 1107 9TH STREET SUITE 310 | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CALIFORNIA CALLS EDUCATION FUND | ||||||||
| 4801 EXPOSITION BLVD | LOS ANGELES | CA | 90016 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CALIFORNIA COMMON CAUSE | ||||||||
| 430 S GARFIELD AVE SUITE 418 | ALHAMBRA | CA | 91801 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,100,000 | |
| CALIFORNIA ENVIRONMENTAL VOTERS | ||||||||
| 1111 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| CAPITAL AND MAIN | ||||||||
| 1910 W SUNSET BLVD SUITE 740 | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| CARTER CENTER | ||||||||
| 230 BROAD ST | STATEN ISLAND | NY | 10304 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| CELIAC AWARENESS NATL FDTN FOR CANCER RESEARCH | ||||||||
| PO BOX 544 | AMBLER | PA | 19002 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $70,000 | |
| CENTER FOR MIND BODY MEDICINE | ||||||||
| 5335 WISCONSIN AVE NW SUITE 440 | WASHINGTON | DC | 20015 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN ST | BROOKLYN | NY | 11237 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CENTER ON BUDGET AND POLICY | ||||||||
| 1275 FIRST STREET NE SUITE 12000 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $160,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 5TH AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| CHILDREN'S FUNDING PROJECT | ||||||||
| 2101 L ST NW SUITE 300 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CHRONICLE SEASON OF SHARING FUND | ||||||||
| 901 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| COLOR OF CHANGE EDUCATION FUND | ||||||||
| 1714 FRANKLIN ST STE 100 136 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| COMMUNITY CATALYST | ||||||||
| TWO LIBERTY SQUARE 11TH FL | BOSTON | MA | 02109 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| CONGRESSIONAL PROGRESSIVE CAUCUS | ||||||||
| 2346 RAYBURN HOUSE OFFICE BUILDING | WASHINGTON | DC | 20515 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE SUITE 110 N | BETHESDA | MD | 20814 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| DANCE THEATER OF HARLEM | ||||||||
| 466 W 152ND ST | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | ||||||||
| 80 BROAD ST FL 4 | NEW YORK | NY | 100042258 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| DOLORES HUERTA FOUNDATION | ||||||||
| PO BOX 2087 | BAKERSFIELD | CA | 93303 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| DRAWBRIDGE | ||||||||
| PO BOX 2698 | SAN RAFAEL | CA | 94912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| EVERY VOICE CENTER | ||||||||
| 140 S DEARBORN STREET | CHICAGO | IL | 606035285 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| FAIR ELECTIONS CENTER | ||||||||
| PO BOX 66 | MARIETTA | OH | 45750 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| FAIREWINDS ENERGY EDUCATION | ||||||||
| 520 FOLLY ROAD SUITE 25 344 | CHARLESTON | SC | 29412 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| FAIRVOTE | ||||||||
| 8484 GEORGIA AVE SUITE 240 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| FAITH IN ACTION | ||||||||
| 1616 P STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | ||||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| FIX THE COURT | ||||||||
| 348 4TH AVE 1007 | BROOKLYN | NY | 11215 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| FLORIDA GULF COAST UNIVERSITY | ||||||||
| 10501 FGCU BLVD | FORT MEYERS | FL | 33965 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,500,000 | |
| FOUNDATION FOR CITY COLLEGE | ||||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| FOUNDATION FOR CIVIC LEADERSHIP | ||||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20 | |
| FOUNDATION FOR NATIONAL PROGRESS | ||||||||
| 222 SUTTER ST 600 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| FREE SPEECH FOR PEOPLE INC | ||||||||
| 48 N PLEASANT ST STE 304 | AMHERST | MA | 01002 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| FREEDOM COMMUNITY CLINIC | ||||||||
| 3215 TELEGRAPH AVE 101 | OAKLAND | CA | 94609 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| GLIDE FOUNDATION | ||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| GLOBAL IMPACT | ||||||||
| 1199 N FAIRFAX STREET SUITE 300 | ALEXANDRIA | CA | 22314 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| GREATER WASHINGTON FIELD OF DREAMS | ||||||||
| 1825 K ST NW 701 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| GUARDIANORG FOUNDATION | ||||||||
| 900 17TH STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| HARLEM STAGE | ||||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| HEADLANDS CENTER FOR THE ARTS | ||||||||
| 944 SIMMONDS RD | SAUSALITOC | CA | 94965 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| HIP HOP CAUCUS EDUCATION FUND | ||||||||
| 20 F ST NW 7TH FL | WASHINGTON | DC | 20001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| HISTIOCYTOSIS ASSOC OF AMERICA | ||||||||
| 332 NORTH BROADWAY | PITMAN | NJ | 08071 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| IMAGINE NORTH CAROLINA FIRST | ||||||||
| PO BOX 428 | RALEIGH | NC | 27602 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| INDIVISIBLE CIVICS | ||||||||
| PO BOX 43884 | WASHINGTON | DC | 20010 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| INSTITUTE ON TAXATION AND ECONOMIC POLICY | ||||||||
| 1200 18TH STREET NW SUITE 675 | WASHINGTON | DE | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| ISSUE ONE | ||||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 334 AMSTERDAM AVE AT 76TH ST | NEW YORK | NY | 10023 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| JOBS WITH JUSTICE EDUCATION FUND | ||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | 200 |
| JUSTICE FUNDERS INC | ||||||||
| 1423 BROADWAY 1139 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| KIPP SCHOOLS | ||||||||
| 520 8TH AVE 2005 | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| KQED | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| KWIZERA MINISTRIES | ||||||||
| 2839 S CALIFORNIA ST | MILWAUKEE | WI | 53207 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| LARKIN STREET YOUTH SERVICES | ||||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| LEAGUE OF CONSERVATION VOTERS | ||||||||
| 1920 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| MAPLIGHT | ||||||||
| 2150 ALLSTON WAY STE 320 | BERKELEY | CA | 94704 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 | |
| MOMSRISING EDUCATION FUND | ||||||||
| 12011 BEL-RED ROAD SUITE 100B | BELLEVUE | WA | 98005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| MUSIC CONSERVATORY OF SANDPOINT | ||||||||
| 110 MAIN ST | SANDPOINT | ID | 83864 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| NATIONAL GHOST RANCH FOUNDATION | ||||||||
| 280 PRIVATE DRIVE 1708 | ABIQUIU | NM | 87510 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $42,000 | |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| NATIONAL SAFE BOATING COUNCIL | ||||||||
| 3350 ULMERTON ROAD SUITE 8 | CLEARWATER | FL | 33762 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| NATIONAL VOTE AT HOME INSTITUTE | ||||||||
| PO BOX 65752 | WASHINGTON | DC | 200355752 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 6TH AVE 2TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $300,000 | |
| NETROOTS FOUNDATION | ||||||||
| 4741 CENTRAL STREET 3377 | KANSAS CITY | MO | 64112 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $550,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| ONE FAIR WAGE | ||||||||
| 393 CANAL STREET SUITE 103 | NEW YORK | NY | 10013 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| ONE TREASURE ISLAND | ||||||||
| 1 AVENUE OF THE PALMS ROOM 166 | SAN FRANCISCO | CA | 94130 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| PEACE DEVELOPMENT FUND | ||||||||
| PO BOX 1280 | AMHERST | MA | 01004 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| PENNSYLVANIA STANDS UP INSTITUTE | ||||||||
| 201 WASHINGTON ST STE 529 | READING | PA | 19601 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| PEOPLE FOR THE AMERICAN WAY | ||||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $110,000 | |
| PEOPLE'S ACTION INSTITUTE | ||||||||
| PO BOX 221000 | CHICAGO | IL | 60622 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PLAM BEACH | FL | 33409 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| PLOUGHSHARES FUND | ||||||||
| 1100 VERMONT AVE NW 300 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| PROGRESSIVE MULTIPLIER FUND | ||||||||
| 1802 VERNON ST NW 1122 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| PROJECT SOUTH | ||||||||
| 9 GAMMON ST SE | ATLANTA | GA | 30315 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| PROTEUS FUND | ||||||||
| 250 E 31ST STREEET | NEW YORK | NY | 10016 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| REPOWER FUND | ||||||||
| 2136 FORD PARKWAY SUITE 5523 | SAINT PAUL | MN | 55116 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| REAL NEWS PROJECT INC | ||||||||
| PO BOX 1103 | NEW YORK | NY | 10276 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| REGISTER HER | ||||||||
| 12100 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 | |
| ROCKEFELLER FAMILY FUND | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $650,000 | |
| ROOSEVELT INSTITUTE | ||||||||
| 8484 GEORGIA AVE SUITE 240 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| SAN FRANCISCO FOUNDATION | ||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,100,000 | |
| SAN FRANCISCO FREE CLINIC | ||||||||
| 4900 CALIFORNIA ST AT 11TH AVE | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 | |
| SF JAZZ | ||||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| SILICON VALLEY COMMUNITY | ||||||||
| 444 CASTRO STREET SUITE 140 | MOUNTAIN VIEW | CA | 94041 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| SOLIDAIRE NETWORK INC | ||||||||
| 1423 BROADWAY 314 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $720,000 | |
| SOPHIA ACADEMY | ||||||||
| 9806 SAN JUAN ST | SPRING VALLEY | CA | 91977 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| STATE INNOVATION EXCHANGE | ||||||||
| PO BOX 290230 | MADISON | WI | 53726 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| STATE VOICES | ||||||||
| 1616 P ST NW 220 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| TAKE BACK THE COURT | ||||||||
| 2370 MARKET ST 433 | SAN FRANCISCO | CA | 94114 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| TESSERACT RESEARCH CENTER | ||||||||
| 1701 K ST NW STE 750 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 | |
| THANKS TO SCANDINAVIA | ||||||||
| 2218 BROADWAY 205 | NEW YORK | NY | 10024 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 | |
| THE ADVOCATES FOR HUMAN RIGHTS | ||||||||
| 330 SECOND AVENUE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $3,560,000 | |
| UNITED FOR A FAIR ECONOMY | ||||||||
| 184 HIGH ST SUITE 603 | BOSTON | MA | 02210 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| VERIFIED VOTING FOUNDATION | ||||||||
| 1550 BRYANT ST 855 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $150,000 | |
| VIDEO VERACITY | ||||||||
| 3020 ROYAL ST | NEW ORLEANS | LA | 70117 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 | |
| VIOLENCE POLICY CENTER | ||||||||
| 1730 RHODE ISLAND AVE NW 1014 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $80,000 | |
| WE ARE DOWN HOME | ||||||||
| PO BOX 10671 | GREENSBORO | NC | 27404 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| WINE TO WATER | ||||||||
| PO BOX 2567 | BOONE | NC | 28607 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 | |
| WORKING AMERICA EDUCATION FUND | ||||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,000,000 | |
| WORKMONEY FOUNDATION INC | ||||||||
| 7090 N MILWAUKEE ST STE 300 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $800,000 | |
| CENTER FOR EMPOWERED POLITICS | ||||||||
| 1042 GRANT AVE | SAN FRANCISCO | CA | 94133 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 | |
| SAFE & SOUND | ||||||||
| 1757 WALLER ST | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,132,020 | 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 | $139,084 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,917,085 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,974,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,034,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,034,107 | 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 | ALAN STEPHEN DAVIS CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILMINGTON TRUST FSB 100 WILSHIRE B | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,255,338 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FARKOUH, FURMAN & FACCIO LLP | $121,750 | $0 | $121,750 |
| SOBEL & CO, LLC | $14,900 | $0 | $14,900 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK #6247 - DETAILS IN TAXPAYER'S POSSESSION | $49,053,567 | $49,053,567 |
| US BANK #6775 - DETAILS IN TAXPAYER'S POSSESSION | $46,696,251 | $46,696,251 |
| US BANK #7198 - DETAILS IN TAXPAYER'S POSSESSION | $47,548,264 | $47,548,264 |
| US BANK #9393 - DETAILS IN TAXPAYER'S POSSESSION | $8,863,865 | $8,863,865 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | $14,153,804 | $14,153,804 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REV+ALL, LLC | FMV | $113,376 | $113,376 |
| ROYAL BANK OF CANADA | FMV | $10,000,000 | $10,000,000 |
| WELLS FARGO HEDGE FUNDS - DETAILS IN TAXPAYER'S POSSESSION | FMV | $1,036,114 | $1,036,114 |
| YOLEV INVESTMENT LLC | FMV | $13,379,999 | $13,379,999 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FARELLA BRAUN & MARTEL | CategoryTxt |
| Legal Fees | $27,579 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,579 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART | $666,450 | $666,450 | $666,450 |
| ACCRUED DIVIDEND INCOME | $145,602 | $151,985 | $151,985 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DIVIDENDS/DISTRIBUTIONS | Desc |
| Amt | $9,450 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP | $2,675 | $2,675 | $0 |
| 2% PORTFOLIO DEDUCTION FROM YOLEV | $72,174 | $72,174 | $0 |
| INTEREST EXPENSE FROM PARTNERS GROUP REAL ESTATE | $271 | $271 | $0 |
| 2% PORTFOLIO DEDUCTION FROM REV ALL, LLC | $56 | $56 | $0 |
| 2% PORTFOLIO DEDUCTION FROM DBL PARTNERS III LLP | $4,743 | $4,743 | $0 |
| 2% PORTFOLIO DEDUCTION FROM PARTNERS GROUP REAL ESTATE SECONDARY | $3,075 | $3,075 | $0 |
| OTHER DEDUCTIONS FROM PARTNERS GROUP REAL ESTATE SECONDARY | $506 | $506 | $0 |
| PORTFOLIO DEDUCTIONS FROM PARTNERS GROUP REAL ESTATE | $1 | $1 | $0 |
| OTHER DEDUCTIONS FROM THE LYME FOREST FUND III TE LP | $538 | $538 | $0 |
| OTHER LOSS FROM PARTNERS GROUP REAL ESTATE SECONDARY | $21 | $21 | $0 |
| PORTFOLIO LOSS FROM PARTNERS GROUP REAL ESTATE | $1,799 | $1,799 | $0 |
| RENTAL LOSS FROM PARTNERS GROUP REAL ESTATE | $3,102 | $3,102 | $0 |
| PORTFOLIO INCOME FROM YOLEV INVESTMENTS | $1,522 | $1,522 | $0 |
| OTHER DEDUCTIONS FROM PINEBRIDGE | $103 | $103 | $0 |
| MISCELLANEOUS EXPENSE | $1,812 | $0 | $1,812 |
| PAYROLL SERVICE FEE | $468 | $0 | $468 |
| ORDINARY BUSINESS LOSS FROM THE LYME FOREST FUND III TE LP | $2 | $2 | $0 |
| ORDINARY BUSINESS LOSS FROM PARTNERS GROUP REAL ESTATE | $551 | $551 | $0 |
| ORDINARY BUSINESS LOSS FROM REV ALL, LLC | $18,683 | $18,683 | $0 |
| FILING FEES | $21 | $0 | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PINEBRIDGE | $3 | $3 | $3 |
| CANCELLATION OF DEBT FROM PARTNERS GROUP REAL ESTATE | $10 | $10 | $10 |
| CANCELLATION OF DEBT FROM REV ALL, LLC | $3,347 | $3,347 | $3,347 |
| OTHER INCOME FROM WELLS FARGO | $11 | $11 | $11 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FROM PASS THROUGHS - BOOK TO TAX DIFFERENCES | $44 |
| UNREALIZED APPRECIATION | $15,395,363 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $685,516 | $685,516 | $0 |
| CONSULTING | $335,282 | $0 | $335,282 |
| OTHER PROFESSIONAL FEES | $53,116 | $0 | $53,116 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $36,728 | $36,728 | $0 |
| PAYROLL TAX | $4,242 | $0 | $4,242 |