LENNOX FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LENNOX FOUNDATION (EIN 42-6053380)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349106533
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:52:30-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 426053380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lennox Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LENN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Storey | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $72,517,640 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $70,337 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,337 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,282,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,282,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,798,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,949,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,798,306 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,186 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,222,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,252,999 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $78,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,251 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $13,307 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,307 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,586 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,586 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $261,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,721 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $112,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $377,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,361 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,050,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,050,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,428,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,174,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$206,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,012,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,916,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,563,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,563,134 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,597,303 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,622,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,795,259 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,729,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,851,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,159,247 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,243,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,037,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,517,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $41,243,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,037,427 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,243,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,037,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,243,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,037,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,243,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$206,136 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,037,427 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,037,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $5,949,394 | $4,381,986 | $1,567,408 | $1,567,408 | |||
| Passthrough K1 Capital Gain/(Loss) | $85,179 | ||||||
| MERCER HEDGE FUND INVESTORS SP FUND | $1,000,000 | $854,281 | $145,719 | $145,719 | P | 2008-06-25 | 2023-09-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,798,306 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,877 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,877 | SubtotalAmt |
| Tax Based On Investment Income | $41,877 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,892 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,392 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,515 | OverpaymentAmt |
| Applied To ES Tax | $2,515 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Nick Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, co-Sec | 1.0 | $0 | $0 | $0 |
| Katie Concannon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, vice chair | 1.0 | $0 | $0 | $0 |
| Jovan James | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kristin Krahmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kasey Mossey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Laura Newman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Megan Norris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, co-Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Puchir | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jeff Storey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chair | 1.0 | $0 | $0 | $0 |
| John Zink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Linnea Zink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $109,894 |
| Mercer Investment Counsulting | |||||
| 99 high st fl 8 | BOSTON | MA | 021102356 | Investment Mgmt | $78,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,967,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,974,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,816,644 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,757,902 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,757,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $971,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,786,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,189,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,189,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,877 | TotalTaxAmt |
| Distributable Before Adj | $3,147,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,147,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,147,450 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,174,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,174,168 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,147,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $523,876 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,174,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $523,876 | AppliedToYear1Amt |
| Applied To Current Year | $2,650,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $497,158 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | |||||||||||
| 4942 W 44TH ST | CHICAGO | IL | 60638 | N/A | PC | General & Unrestricted | $7,500 | ||||
| AFRICAN WILDLIFE FOUNDATION | |||||||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $2,500 | ||||
| AGA KHAN FOUNDATION USA | |||||||||||
| 1825 K ST NW SUITE 901 | WASHINGTON | DC | 20006 | N/A | PC | BEEtopia Bee Center - Arusha, Tanzania | $7,500 | ||||
| ALLIANCE FOR COMMUNITIES IN ACTION INC | |||||||||||
| 356 GOLFVIEW RD APT 1205 | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $15,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,875 | ||||
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | Equipment and Medical Supplies (Rocky's Fund) for the Mountain Humane medical clinic | $100,000 | ||||
| ANIMEALS | |||||||||||
| 1700 RANKIN ST | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $7,500 | ||||
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Community Vitality fund | $100,000 | ||||
| BIG BROTHERS & BIG SISTERS OF COLORADO INC | |||||||||||
| 7535 E HAMPDEN AVE STE 605 | DENVER | CO | 80231 | N/A | PC | General & Unrestricted | $7,500 | ||||
| BOSTON MOUNTAIN CYCLISTS | |||||||||||
| PO BOX 963 | BENTONVILLE | AR | 72712 | N/A | PC | General & Unrestricted | $7,500 | ||||
| BRIDGE | |||||||||||
| 17 MAIN ST STE 2 | LEE | MA | 01238 | N/A | PC | Managing Director of BRIDGE: Organizational Stewardship for the Future | $100,000 | ||||
| BRIDGER SKI FOUNDATION | |||||||||||
| PO BOX 1243 | BOZEMAN | MT | 59771 | N/A | PC | Accessible Transportation and Vehicle Safety for BSF Students Initiative | $50,000 | ||||
| BUCKS ROCK CAMP INC | |||||||||||
| 59 BUCKS ROCK RD | NEW MILFORD | CT | 06776 | N/A | PC | Enrichment Fund | $2,500 | ||||
| CAMP CHIPPEWA FOUNDATION | |||||||||||
| 7359 NIAGARA LN N | MAPLE GROVE | MN | 55311 | N/A | PC | General & Unrestricted | $7,500 | ||||
| CAPE ELIZABETH LAND TRUST INC | |||||||||||
| 330 OCEAN HOUSE RD | CAPE ELIZ | ME | 04107 | N/A | PC | Conserving the Davis Parcel for Habitat, Trails and Climate Resiliency | $25,000 | ||||
| CARMEL OF JESUS MARY JOSEPH FAIRFIELD INC | |||||||||||
| 327 WATER ST | FAIRFIELD | PA | 17320 | N/A | PC | General & Unrestricted | $3,750 | ||||
| CATHOLIC CHARITIES FAMILY & COMMUNITY SERVICES | |||||||||||
| 87 N CLINTON AVE | ROCHESTER | NY | 14604 | N/A | PC | General & Unrestricted | $7,500 | ||||
| CHEYENNE REGIONAL MEDICAL CENTER FOUNDATION | |||||||||||
| 214 EAST 23RD ST | CHEYENNE | WY | 82001 | N/A | PC | behavioral health services fund | $4,500 | ||||
| CHILDRENS CANCER ASSOCIATION | |||||||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | N/A | PC | JoyRx Music | $2,500 | ||||
| COMEA INC | |||||||||||
| 1504 STINSON AVE | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $4,500 | ||||
| CONGREGATION OF NORBERTINE SISTERS | |||||||||||
| 943 LAGOON AVE | WILMINGTON | CA | 90744 | N/A | PC | Chapel fund | $7,500 | ||||
| CORNELL UNIVERSITY | |||||||||||
| PO BOX 37334 | BOONE | IA | 50037 | N/A | PC | Garth Cummings, DVM & Sons Externship Fund | $7,500 | ||||
| CRESTED BUTTE LAND TRUST | |||||||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A | PC | General & Unrestricted | $2,500 | ||||
| DREAM VOLUNTEERS | |||||||||||
| 211 HOPE ST 390726 | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $7,500 | ||||
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION | |||||||||||
| 401 W MOUNTAIN ST | FAYETTEVILLE | AR | 72701 | N/A | PC | Fayetteville Public Library's 2023 Books and Bites Program | $50,000 | ||||
| FISH OF SOUTH VALLEY SAN JOSE | |||||||||||
| 5100 CAMDEN AVE | SAN JOSE | CA | 95124 | N/A | PC | General & Unrestricted | $7,500 | ||||
| FOOD BANK OF THE ROCKIES | |||||||||||
| PO BOX 1540 | EVANSVILLE | WY | 82636 | N/A | PC | General & Unrestricted | $2,000 | ||||
| FOOD FOR ALL SERVICES | |||||||||||
| 151 WALTON ST | PORTLAND | ME | 04103 | N/A | PC | General & Unrestricted | $7,500 | ||||
| FRATERNITY WITHOUT BORDERS US CORP | |||||||||||
| 415 EAST 75TH ST APT 8 | NEW YORK | NY | 10021 | N/A | PC | Act Madagascar - School fund | $50,000 | ||||
| FRIDAY FOOD BAG FOUNDATION | |||||||||||
| PO BOX 1186 | CHEYENNE | WY | 82003 | N/A | PC | General & Unrestricted | $1,500 | ||||
| FRIENDS OF PORTLAND ADULT EDUCATION | |||||||||||
| PO BOX 3185 | PORTLAND | ME | 04104 | N/A | PC | Bus Passes fund & General Support fund | $7,500 | ||||
| FRIENDS OF RESCUE ANIMALS | |||||||||||
| 14 PINNACLE LN | ARNOLD | MO | 63010 | N/A | PC | General & Unrestricted | $200 | ||||
| GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC | |||||||||||
| 1390 N MCDOWELL BLVD STE G 331 | PETALUMA | CA | 94954 | N/A | PC | Youth Programing | $4,000 | ||||
| GRACE FOR 2 BROTHERS FOUNDATION | |||||||||||
| 507 E 18TH ST 330 | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $7,500 | ||||
| GREEN MOUNTAIN HORSE ASSOCIATION INC | |||||||||||
| PO BOX 8 | S WOODSTOCK | VT | 05071 | N/A | PC | GMHA Office HVAC Upgrade and Replacement fund | $30,000 | ||||
| GREEN MOUNTAIN HORSE ASSOCIATION INC | |||||||||||
| PO BOX 8 | S WOODSTOCK | VT | 05071 | N/A | PC | Capital Campaign | $2,500 | ||||
| HABITAT FOR CATS INC | |||||||||||
| PO BOX 25637 | ROCHESTER | NY | 14625 | N/A | PC | General & Unrestricted | $7,500 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||||||
| 715 E 15TH ST | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $2,000 | ||||
| HEAL THE OCEAN | |||||||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | N/A | PC | General & Unrestricted | $750 | ||||
| HEALTH ENVIRONMENTAL AND LEARNING PROGRAM | |||||||||||
| 5302 RIVIERA CT | COLLEGE STATION | TX | 77845 | N/A | PC | General & Unrestricted | $7,500 | ||||
| HERMITS OF OUR LADY OF MOUNT CARMEL | |||||||||||
| PO BOX 485 | FAIRFIELD | PA | 17320 | N/A | PC | General & Unrestricted | $3,750 | ||||
| HOLE IN THE WALL GANG FUND INC | |||||||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | The Hole in the Wall Gang Camp's Boundless Playground fund | $100,000 | ||||
| HOSPICE OF SOUTHERN MAINE | |||||||||||
| 390 US RTE 1 | SCARBOROUGH | ME | 04074 | N/A | PC | Gosnell Sustainability fund - New HVAC and energy upgrades to improve patient comfort, reduce costs, and protect the environment | $100,000 | ||||
| HUMAN RIGHTS ACADEMY | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $90,557 | KOLSTADGATA 1 | OSLO | NO | 0652 | ||||
| HURU INTERNATIONAL INC | |||||||||||
| 15 WEST 26TH ST 11TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $800 | ||||
| HURU INTERNATIONAL INC | |||||||||||
| 15 WEST 26TH ST 11TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | Community Distributions Program | $5,000 | ||||
| I LIVE TO WPD | |||||||||||
| 304 SORENSON ST | N LITTLE ROCK | AR | 72118 | N/A | PC | General & Unrestricted | $15,000 | ||||
| INTERNATIONAL CHILDREN ASSISTANCE NETWORK INC | |||||||||||
| 532 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | "International Extremity Project" | $3,500 | ||||
| JANADA L BATCHELOR FOUNDATION FOR CHILDREN INC | |||||||||||
| PO BOX 4541 | TULSA | OK | 74159 | N/A | PC | General & Unrestricted | $7,500 | ||||
| JH ISRAEL | |||||||||||
| 402 OFC PARK DR STE 310 | MOUNTAIN BRK | AL | 35223 | N/A | PC | General & Unrestricted | $7,500 | ||||
| KENNEBEC VALLEY COMMUNITY ACTION PROGRAM | |||||||||||
| 101 WATER ST | WATERVILLE | ME | 04901 | N/A | PC | Building Better Beginnings | $96,000 | ||||
| KEYSTONE COMMUNITY SERVICES | |||||||||||
| 2000 ST ANTHONY AVE | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $7,500 | ||||
| MAGIC VALLEY LAND TRUST INC | |||||||||||
| 704 ASH ST S | KIMBERLY | ID | 83341 | N/A | PC | Bringing Cooperative Conservation to the Magic Valley of Idaho | $50,000 | ||||
| MAINE COMMUNITY FOUNDATION INC | |||||||||||
| 245 MAIN ST | ELLSWORTH | ME | 04605 | N/A | PC | Community Health Options Community Benefit Expenditure | $50,000 | ||||
| MAINE ENVIRONMENTAL EDUCATION ASSOCIATION | |||||||||||
| 31 WOODSIDE RD | BRUNSWICK | ME | 04011 | N/A | PC | Educator Support to Advance Environmental Education and Outdoor Learning in Maine | $50,000 | ||||
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||||||
| 1702 E HIGHLAND AVE STE 400 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $750 | ||||
| MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC | |||||||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | N/A | PC | General & Unrestricted | $15,000 | ||||
| MANO A MANO INTERNATIONAL PARTNERS | |||||||||||
| 925 PIERCE BUTLER RTE | SAINT PAUL | MN | 55104 | N/A | PC | Drilling Deep Water Wells in Partnership with Bolivian Communities to Provide Consistent Access to Water | $100,000 | ||||
| MARIN COUNTRY DAY SCHOOL | |||||||||||
| 5221 PARADISE DR | CORTE MADERA | CA | 94925 | N/A | PC | General & Unrestricted | $5,000 | ||||
| MARIN COUNTY BICYCLE COALITION | |||||||||||
| PO BOX 695 | FAIRFAX | CA | 94978 | N/A | PC | General & Unrestricted | $7,500 | ||||
| MISSOULA CURLING CLUB | |||||||||||
| PO BOX 5523 | MISSOULA | MT | 59806 | N/A | PC | MCC Dedicated Ice Initiative | $100,000 | ||||
| MOFFETT FIELD HISTORICAL SOCIETY | |||||||||||
| PO BOX 16 | MOFFETT FIELD | CA | 94035 | N/A | PC | K-22 Control Car Restoration Phase II fund | $80,000 | ||||
| MONTANA SKATEPARK ASSOCIATION | |||||||||||
| 618 S HIGGINS AVE | MISSOULA | MT | 59801 | N/A | PC | Drop-in Program | $100,000 | ||||
| MOUNTAIN PET RESCUE | |||||||||||
| PO BOX 1841 | WINTER PARK | CO | 80482 | N/A | PC | General & Unrestricted | $2,500 | ||||
| NAOMIS VILLAGE INC | |||||||||||
| 6841 VIRGINIA PKWY STE 103-105 | MCKINNEY | TX | 75071 | N/A | PC | Construction fund for Two Post-Teen Houses for Young Men and Women | $100,000 | ||||
| NATURE CONSERVANCY | |||||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | The Nature Conservancy Staff Enrichment Week fund | $100,000 | ||||
| NEW ENGLAND PUBLIC MEDIA INC | |||||||||||
| 44 HAMPDEN ST | SPRINGFIELD | MA | 01103 | N/A | PC | General & Unrestricted | $2,500 | ||||
| NORTHWEST ARKANSAS CHESS CENTER | |||||||||||
| 2355 E GOLDEN OAKS DR | FAYETTEVILLE | AR | 72703 | N/A | PC | General & Unrestricted | $7,500 | ||||
| NORTHWEST ARKANSAS WOMENS SHELTER | |||||||||||
| PO BOX 1059 | ROGERS | AR | 72757 | N/A | PC | General & Unrestricted | $7,500 | ||||
| OZARK GRAVEL CYCLISTS | |||||||||||
| PO BOX 3004 | FAYETTEVILLE | AR | 72702 | N/A | PC | General & Unrestricted | $5,000 | ||||
| PACIFIC ART LEAGUE OF PALO ALTO | |||||||||||
| 668 RAMONA ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $2,500 | ||||
| PEGASUS EARLY MUSIC | |||||||||||
| 211 COBBS HILL DR | ROCHESTER | NY | 14610 | N/A | PC | General & Unrestricted | $5,000 | ||||
| PLANNED PARENTHOOD MAR MONTE INC | |||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | Sex Ed for All: Monterey County | $50,000 | ||||
| PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK | |||||||||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | N/A | PC | General & Unrestricted | $1,000 | ||||
| PORTLAND WHEELERS | |||||||||||
| PO BOX 11314 | PORTLAND | ME | 04104 | N/A | PC | Portland Wheelers 2023 Power Up Capital Campaign | $100,000 | ||||
| PREBLE STREET | |||||||||||
| 55 PORTLAND ST | PORTLAND | ME | 04101 | N/A | PC | Elena's Way Start Up Technology fund | $50,000 | ||||
| PROTECT OUR WINTERS | |||||||||||
| 1919 14TH ST STE 700 | BOULDER | CO | 80302 | N/A | PC | Hot planet Cool athletes fund | $65,000 | ||||
| PUBLICK MUSICK INC | |||||||||||
| 276 MOUNT VERNON AVE | ROCHESTER | NY | 14620 | N/A | PC | General & Unrestricted | $1,500 | ||||
| RABBIT RESCUE OF MN | |||||||||||
| PO BOX 314 | LAKEVILLE | MN | 55044 | N/A | PC | Rabbit Rescue Medical Fund | $7,500 | ||||
| REBUILDING TOGETHER SAN FRANCISCO | |||||||||||
| PO BOX 882823 | SAN FRANCISCO | CA | 94188 | N/A | PC | Sustainable Home Preservation fund | $45,000 | ||||
| REBUILDING TOGETHER SAN FRANCISCO | |||||||||||
| PO BOX 882823 | SAN FRANCISCO | CA | 94188 | N/A | PC | General & Unrestricted | $2,500 | ||||
| RIPPLEFFECT INC | |||||||||||
| PO BOX 441 | PORTLAND | ME | 04112 | N/A | PC | General Support/ROLE | $6,000 | ||||
| ROCKY MOUNTAIN INSTITUTE | |||||||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | The Environmental Justice Impact of Oil and Gas Flares in the United States | $100,000 | ||||
| ROUTT COUNTY HUMANE SOCIETY INC | |||||||||||
| PO BOX 772080 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $2,500 | ||||
| ROUTT COUNTY RIDERS | |||||||||||
| PO BOX 770094 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $10,000 | ||||
| SAFE PASSAGE | |||||||||||
| 49 FARM VIEW DR STE 302 | NEW GLOUCESTR | ME | 04260 | N/A | PC | General & Unrestricted | $2,500 | ||||
| SAFESPACE CENTER INC | |||||||||||
| 1155 SAXON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $1,500 | ||||
| SAN FRANCISCO FOOD BANK | |||||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $2,500 | ||||
| SANTA BARBARA BOTANIC GARDEN INC | |||||||||||
| 1212 MISSION CANYON RD | SANTA BARBARA | CA | 93105 | N/A | PC | Shalawa/Hammond's Meadow RestorationUnknown Project | $100,000 | ||||
| SAUSALITO NURSERY SCHOOL | |||||||||||
| 625 MAIN ST | SAUSALITO | CA | 94965 | N/A | PC | General & Unrestricted | $10,000 | ||||
| SAVE THE CHILDREN FEDERATION INC | |||||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | OCCUPIED PALESTINIAN TERRITORY fund | $7,500 | ||||
| SAVE THE SEA TURTLES INTERNATIONAL | |||||||||||
| PO BOX 940 | HALEIWA | HI | 96712 | N/A | PC | General & Unrestricted | $275 | ||||
| SECOND HARVEST OF SILICON VALLEY | |||||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $1,875 | ||||
| STEAMBOAT HEALTH & RECREATION ASSOCIATION | |||||||||||
| 136 LINCOLN AVE | STEAMBOAT SPRINGS | CO | 80487 | N/A | PC | OTHS Community Swimming Pool fund | $100,000 | ||||
| STEAMBOAT SPRINGS WINTER SPORTS CLUB INC | |||||||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | Bring the Kids to Snow and Make Them Stronger fund | $100,000 | ||||
| TAPESTRY HEALTH SYSTEMS INC | |||||||||||
| 1985 MAIN ST STE 202 | SPRINGFIELD | MA | 01103 | N/A | PC | General & Unrestricted | $2,500 | ||||
| THE AGAINST MALARIA FOUNDATION | |||||||||||
| PO BOX 7247-6370 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $1,500 | ||||
| THE ARC OF THE FARMINGTON VALLEY INC | |||||||||||
| 225 COMMERCE DR | CANTON | CT | 06019 | N/A | PC | Sunset Hill Group Home Renovations fund | $100,000 | ||||
| THE NATURE CONSERVANCY OF TEXAS | |||||||||||
| 200 E GRAYSON ST STE 202 | SAN ANTONIO | TX | 78215 | N/A | PC | Protecting Texas Grasslands for People and Nature | $50,000 | ||||
| THE TREEHOUSE FOUNDATION INC | |||||||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | Treehouse Replication fund | $100,000 | ||||
| TREEHOUSE FOUNDATION | |||||||||||
| 2233 KEYES AVE | MADISON | WI | 53711 | N/A | PC | General & Unrestricted | $2,500 | ||||
| UNACCOMPANIED STUDENTS INITIATIVE | |||||||||||
| PO BOX 22103 | CHEYENNE | WY | 82003 | N/A | PC | General & Unrestricted | $2,000 | ||||
| UNIVERSITY OF WYOMING | |||||||||||
| C/O MANAGER OF ACCOUNTING | LARAMIE | WY | 82071 | N/A | GOV | Wyoming Public Media fund | $3,000 | ||||
| VALO | |||||||||||
| PO BOX 222 | FREEPORT | ME | 04032 | N/A | PC | General & Unrestricted | $7,500 | ||||
| WEST DALLAS COMMUNITY SCHOOL | |||||||||||
| 2300 CANADA DR | DALLAS | TX | 75212 | N/A | PC | General & Unrestricted | $5,000 | ||||
| WITH LOVE OREGON | |||||||||||
| 14555 SW 74TH AVE | TIGARD | OR | 97224 | N/A | PC | General & Unrestricted | $225 | ||||
| WYOMING HUMANITIES COUNCIL | |||||||||||
| PO BOX 400 | LARAMIE | WY | 82073 | N/A | PC | General & Unrestricted | $1,500 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||||||
| 169 STEUART ST | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $2,500 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENT | |||||||||||
| 31105 THOUSAND OAKS BLVD | WESTLAKE VILLAGE | CA | 91362 | N/A | PC | Find My Genius Afterschool Enrichment Programs | $100,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,050,807 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,337 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,282,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,798,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$30,728 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$30,728 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,253,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,222,554 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HUMAN RIGHTS ACADEMY | ||||||||||
| KOLSTADGATA 1 | Oslo | NO | 0652 | 2023-05-31 | $90,557 | human rights educ toolkit for people with disabilities women/youth and minority background | $90,557 | NO | 4/11/24, 4/17/24 | none necessary |
| HUMAN RIGHTS ACADEMY | ||||||||||
| KOLSTADGATA 1 | OSLO | NO | 0652 | 2021-05-28 | $88,339 | TO SUPPORT THE EDUCATIONAL TOOLKIT FOR DEMOCRACY AND HUMAN RIGHTS PROJECT | $88,339 | NO | 05/31/22, 02/15/23 | NONE NECESSARY |
| BASECAMP FOUNDATION KENYA | ||||||||||
| ARBORETUM VIEW | NAIROBI | KE | C 00100 | 2022-07-05 | $100,000 | TO SUPPORT THE BAMBOO-4-KENYA PROJECT | $100,000 | NO | 11/02/23, 11/30/23 | NONE NECESSARY |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 926 | FORM 926 | The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| FORM 8865 | FORM 8865 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS GLOBAL REALTY S | $946,980 | $772,250 |
| CONESTOGA SMID CAP FUND INSTIT | $738,942 | $787,191 |
| DOUBLELINE TOTAL RETURN BOND | $2,397,250 | $2,088,661 |
| GRANDEUR PEAK INTERNATIONAL ST | $1,161,154 | $1,309,888 |
| LENNOX INTL INC | $176,914 | $25,931,105 |
| LSV SMALL CAP VALUE FUND | $1,147,717 | $1,785,259 |
| MERCER EMERGING MARKETS EQUITY | $6,202,665 | $4,065,728 |
| MFS INTL INTRINSIC VALUE FD I | $1,692,745 | $1,959,139 |
| PIMCO INCOME FUND | $1,201,902 | $1,244,926 |
| TRANSAMERICA INTERNATIONAL EQU | $2,248,013 | $2,611,972 |
| VANGUARD 500 INDEX FUND ADM | $4,778,317 | $8,220,879 |
| VANGUARD DEVELOPED MARKETS IDX | $1,993,076 | $2,179,937 |
| VANGUARD INFLATION-PROTECTED S | $1,932,977 | $1,654,248 |
| VANGUARD TOTAL BOND MARKET IND | $2,236,201 | $2,352,159 |
| VANGUARD VALUE INDEX ADM SHARE | $767,782 | $831,917 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCER HEDGE FUND INVESTORS SP | $4,185,719 | $6,176,583 |
| MERCER PRIVATE INV PTNS IV LP | $887,286 | $1,502,538 |
| MERCER PRIVATE INV PTNS V LP | $1,039,309 | $1,493,836 |
| MERCER PRIVATE INV PTNS, LP | $63,164 | $9,793 |
| MERCER PRIVATE INV PTNS VI LP | $1,036,297 | $1,227,445 |
| MERCER PRIVATE INV PTNS VII LP | $1,639,883 | $1,749,052 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $125 | LegalFeesAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $109,894 | $109,894 | |
| Indemnification Insurance | $2,756 | $2,756 | |
| K-1 EXP MERCER PRIV INV PT IV | $23,067 | $23,048 | |
| K-1 EXP MERCER PRIV INV PT V | $32,819 | $32,816 | |
| K-1 EXP MERCER PRIV INV PT LP | $467 | $467 | |
| K-1 EXP MERCER PRIV INV PT VI | $32,823 | $32,803 | |
| K-1 EXP MERCER PRIV INV PT VII | $59,588 | $59,587 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss MERCER PRIVATE INV PTNS IV LP | $33,606 | $36,262 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS V LP | $13,747 | $19,618 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS, LP | $1,828 | $1,847 |
| K-1 Inc/Loss MERCER PRIVATE INV Ptns Vi | $7,832 | $14,021 |
| K-1 Inc/Loss MERCER PRIVATE INV PtnS Vii | $14,728 | $30,438 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $78,251 | Amt |
| Net Investment Income | $78,251 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $14,000 |
| 990-T Extension for 2022 | $200 |