PRENTICE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PRENTICE FOUNDATION INC (EIN 06-1386173)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202443059349100014
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2024-10-31T09:17:46-05:00 | 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 | 061386173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentice Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PREN | 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 | john powers | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-28 | 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 | $33,427,322 | 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 | $40,904 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,904 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $225,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,081,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,272,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,083,554 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,861 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,723 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,395,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,390,798 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,056 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,056 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,612 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,612 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $132,753 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,753 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,775 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,131 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,131 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $467,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $153,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,512,851 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,512,851 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,980,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,666,811 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,585,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,102,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,147,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,512,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,512,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,752,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,727,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,989,805 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,678,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,767,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,925,361 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,579,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,007,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,427,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,579,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,007,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,579,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,007,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,579,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,007,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,579,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,585,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,500 | OtherIncreasesAmt |
| Subtotal | $25,007,203 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,007,203 | 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 |
|---|---|---|---|---|
| Publicly-traded Securities | $4,695,519 | $4,002,580 | $692,939 | $692,939 |
| Passthrough K1 Capital Gain/(Loss) | -$186,332 | |||
| GEN IM CLIM-CAP DIST IN EXCESS OF BASIS | $576,947 | $576,947 | $576,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,083,554 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,326 | SubtotalAmt |
| Tax Based On Investment Income | $15,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $26,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,574 | OverpaymentAmt |
| Applied To ES Tax | $11,574 | 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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | 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 | Yes (true) | 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 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Jerry Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Lynn P Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| James Bohart Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Barbara Hapgood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| John Powers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 3.0 | $0 | $0 | $0 |
| Lauren Zuskin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ms Janna Six | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 HOYT ST | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,056 | CompensationAmt |
| Employee Benefits | $4,865 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC Wealth Management | |||||
| 345 CALIFORNIA ST 29TH FL | SAN FRANCISCO | CA | 94104 | Investment MGMT | $132,753 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $73,998 |
| 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 | $16,033,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,229,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,860,297 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,122,829 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,122,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,640,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,582,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,582,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,326 | TotalTaxAmt |
| Distributable Before Adj | $1,566,723 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,579,223 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,579,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,666,811 | 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 | $2,666,811 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,579,223 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $507,775 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $297,569 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $378,641 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,076,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,574,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,835,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,666,811 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,579,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,087,588 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,923,413 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $507,775 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,415,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $297,569 | ExcessFromYear4Amt |
| Excess From Year3 | $378,641 | ExcessFromYear3Amt |
| Excess From Year2 | $1,076,945 | ExcessFromYear2Amt |
| Excess From Year1 | $1,574,895 | ExcessFromYear1Amt |
| Excess From Current Year | $1,087,588 | 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 (226 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 COLORADO | |||||||
| 2861 ELLISON PL | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $10,000 |
| A LOTTA LOVE INC | |||||||
| PO BOX 4331 | CHAPEL HILL | NC | 27515 | N/A | PC | General & Unrestricted | $2,528 |
| ABORTION FUND OF OHIO | |||||||
| 700 BRYDEN RD RM 127 | COLUMBUS | OH | 43215 | N/A | PC | General & Unrestricted | $10,000 |
| ACTIVATE 48 EDUCATION FUND | |||||||
| 5716 N 19TH AVE | PHOENIX | AZ | 85015 | N/A | PC | General & Unrestricted | $60,000 |
| ADVOCATES FOR YOUTH | |||||||
| 1325 G ST NW STE 980 | WASHINGTON | DC | 20005 | N/A | PC | Comprehensive Sex Education in Florida | $2,500 |
| ALLIANCE FOR YOUTH ORGANIZING | |||||||
| 650 MASSACHUSETTS AVE NW STE 600 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $10,000 |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT | |||||||
| 14010 ROOSEVELT BLVD STE 709 | CLEARWATER | FL | 33762 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | The First Amendment and Education Censorship | $20,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | to keep abortion available for all Floridians WITH full reproductive care | $10,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH NW ST STE 360 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $6,235 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $2,030 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $3,051 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $2,547 |
| AS YOU SOW | |||||||
| PO BOX 751 | BERKELEY | CA | 94701 | N/A | PC | General & Unrestricted | $55,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | Third Generation Fund | $50,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | General Purpose and "Connected" community event | $10,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST SUITE 204 | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $5,000 |
| BERKSHIRE HUMANE SOCIETY INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $5,081 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $8,131 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $10,000 |
| BLUE MOUNTAIN CLINIC INC | |||||||
| 610 N CALIFORNIA ST | MISSOULA | MT | 59802 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUB OF INDIAN RIVER COUNTY INC | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $1,000 |
| BREAKTHROUGH | |||||||
| 3100 E 5TH ST STE 375 | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $15,000 |
| BROWARD WOMENS EMERGENCY FUND INC | |||||||
| 2215 CYPRESS ISLAND DR APT 602 | POMPANO BEACH | FL | 33069 | N/A | PC | General & Unrestricted | $2,500 |
| CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS | |||||||
| 98 ELECTRIC AVE STE 1 | SOMERVILLE | MA | 02144 | N/A | PC | Women Help Women Innovation Project | $44,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | N/A | PC | General & Unrestricted | $25,000 |
| CAROLINA ABORTION FUND | |||||||
| 5540 CENTERVIEW DR STE 204 | RALEIGH | NC | 27606 | N/A | PC | General & Unrestricted | $5,000 |
| CATHOLICS FOR CHOICE | |||||||
| 1436 U ST NW STE 301 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN ST STE A | BROOKLYN | NY | 11237 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST FL 22 | NEW YORK | NY | 10038 | N/A | PC | Passage of the Women's Health Protection Act | $10,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST FL 22 | NEW YORK | NY | 10038 | N/A | PC | Nancy Northup Fellowship | $5,000 |
| CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 877 | CARRBORO | NC | 27510 | N/A | PC | Empowerment Scholarship Fund | $20,000 |
| CHAPMAN PARTNERSHIP INC | |||||||
| 1550 N MIAMI AVE | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $5,081 |
| CI FOUNDATION INC | |||||||
| 7150 SW 139TH ST | MIAMI | FL | 33158 | N/A | PC | General & Unrestricted | $3,495 |
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | |||||||
| 1331 F ST NW STE 900 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $25,000 |
| CLIMATE DEMOCRACY INITIATIVE | |||||||
| 1536 WYNKOOP ST STE 427 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $5,000 |
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||
| 3883 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | N/A | PC | General & Unrestricted | $2,030 |
| COASTAL CONNECTIONS INC | |||||||
| 130 10TH CT | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,000 |
| COBALT FOUNDATION | |||||||
| 2755 S LOCUST ST STE 104 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $2,500 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $1,021 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 907 GLENWOOD AVE | RALEIGH | NC | 27605 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY FOUNDATION SANTA CRUZ COUNTY | |||||||
| 7807 SOQUEL DR | APTOS | CA | 95003 | N/A | PC | To help those hurt by the recent floods | $2,500 |
| CONSERVATION LAW FOUNDATION INC | |||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $2,500 |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | Climate and Energy Funders Group | $2,500 |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | N/A | PC | General & Unrestricted | $7,627 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 3000 AERIAL CTR PKWY STE 160 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $10,000 |
| DEMOCRACY PROJECT OF TRANSYLVANIA INC | |||||||
| 41 JUMPING BRANCH LN | BREVARD | NC | 28712 | N/A | PC | General & Unrestricted | $5,000 |
| DENVER FOUNDATION | |||||||
| 1009 N GRANT ST | DENVER | CO | 80203 | N/A | PC | Eye on the Future Fund | $20,203 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | Turkey/Syria Earthquake Relief | $1,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $2,500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | for the Earthjustice Advocates Match | $2,500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 |
| EAST CHAPEL HILL ROTARY CLUB FOUNDATION | |||||||
| PO BOX 2254 | CHAPEL HILL | NC | 27515 | N/A | PC | Teacher's Store | $5,000 |
| ECO-INSTITUTE AT PICKARDS MOUNTAIN INC | |||||||
| 8519 PICKARDS MEADOW RD | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $5,000 |
| ECOAMERICA | |||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| ECOFLIGHT | |||||||
| 307 ASPEN AIRPORT BUS CENTER STE | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $25,000 |
| EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI | |||||||
| PO BOX 163701 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $15,000 |
| EMERGENCY MEDICAL ASSISTANCE INC | |||||||
| PO BOX 33552 | PALM BCH GDNS | FL | 33420 | N/A | PC | General & Unrestricted | $10,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||
| 475 RIVERSIDE DR STE 960 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $4,000 |
| ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $7,627 |
| EVANGELICALS FOR DEMOCRACY | |||||||
| PO BOX 941 | FREDERICKSBURG | VA | 22401 | N/A | PC | General & Unrestricted | $5,000 |
| EX STUDENTS' ASSOCIATION OF THE UNIVERSITY OF TEXA | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | The 40 Acres Society Scholarship Fund | $10,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TERRRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | General & Unrestricted | $5,081 |
| FEMINIST MAJORITY FOUNDATION | |||||||
| 1600 WILSON BLVD | ARLINGTON | VA | 22209 | N/A | PC | National Clinic Access Project | $5,000 |
| FIT KIDS OF AMERICA CORP | |||||||
| 9395 BIRD RD | MIAMI | FL | 33165 | N/A | PC | General & Unrestricted | $20,000 |
| FLATHEAD SPAY & NEUTER TASK FORCE INC | |||||||
| PO BOX 2095 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $2,773 |
| FLATWATER FOUNDATION | |||||||
| 3575 FAR W BLVD 29810 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $1,500 |
| FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC | |||||||
| 25550 SW 152ND AVE | HOMESTEAD | FL | 33032 | N/A | PC | General & Unrestricted | $10,000 |
| FLORIDA CONSERVATION VOTERS EDUCATION FUND INC | |||||||
| 1700 N MONROE ST STE 11-286 | TALLAHASSEE | FL | 32303 | N/A | PC | General & Unrestricted | $2,500 |
| FLORIDA LEAGUE OF CONSERVATION VOTERS EDUCATION FU | |||||||
| PO BOX 972 | TALLAHASSEE | FL | 32302 | N/A | PC | General & Unrestricted | $2,500 |
| FREE SPEECH FOR PEOPLE INC | |||||||
| 505 W 38TH ST UNIT A4 | AUSTIN | TX | 78705 | N/A | PC | General & Unrestricted | $25,000 |
| FRIENDS OF ANIMALS INC | |||||||
| 777 POST RD STE 205 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $5,081 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE CHILDREN - AUSTIN | |||||||
| 1023 SPRINGDALE RD STE 13C | AUSTIN | TX | 78721 | N/A | PC | General & Unrestricted | $20,000 |
| FRIENDS OF THE EARTH | |||||||
| PO BOX 7010 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $5,000 |
| GENERATION SERVE | |||||||
| 5555 N LAMAR BLVD STE C123 | AUSTIN | TX | 78751 | N/A | PC | General & Unrestricted | $5,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER INC | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $2,500 |
| GLEN HIGHLAND FARM INC | |||||||
| 6699 FOX CENTRE PKWY STE 434 | GLOUCESTER | VA | 23061 | N/A | PC | General & Unrestricted | $882 |
| GLOBAL EMPOWERMENT MISSION INC | |||||||
| 1850 NW 84TH STE 100 | DORAL | FL | 33126 | N/A | PC | General & Unrestricted | $10,000 |
| GREEN CHIMNEYS CHILDRENS SERVICES INC | |||||||
| PUTNAM LAKE RD CALLER BOX 719 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $5,081 |
| GUTTMACHER INSTITUTE INC | |||||||
| 125 MAIDEN LANE 7TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | General & Unrestricted | $2,000 |
| HABITAT FOR HUMANITY ORANGE COUNTY | |||||||
| 88 VILCOM CENTER DR STE L110 | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $10,000 |
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $5,081 |
| HIGHER ED WORKS | |||||||
| 3737 GLENWOOD AVE STE 260 | RALEIGH | NC | 27612 | N/A | PC | General & Unrestricted | $15,000 |
| HOLLIDAYS HELPING HANDS FOUNDATION | |||||||
| 17420 S AVALON BLVD | CARSON | CA | 90746 | N/A | PC | General & Unrestricted | $2,861 |
| HONEY SHINE INC | |||||||
| 100 SOUTH BISCAYNE BLVD STE 300 | MIAMI | FL | 33131 | N/A | PC | General & Unrestricted | $10,000 |
| HOPEWELL FUND | |||||||
| PO BOX 38068 | BALTIMORE | DC | 21297 | N/A | PC | Resources for Abortion Delivery | $2,517 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | General & Unrestricted | $5,081 |
| INDIAN RIVER HOSPITAL FOUNDATION INC | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $5,000 |
| INNATA INC | |||||||
| 6402 PEMBROKE RD | MIRAMAR | FL | 33023 | N/A | PC | Miami Loves Ukraine program | $2,000 |
| INSTITUTE FOR LOCAL SELF RELIANCE INC | |||||||
| 2720 E 22ND ST | MINNEAPOLIS | MN | 55406 | N/A | PC | General & Unrestricted | $1,000 |
| INSTITUTO LAB LLC | |||||||
| 221 E INDIANOLA AVE | PHOENIX | AZ | 85012 | N/A | PC | General & Unrestricted | $30,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 125 MAIDEN LANE 9TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $500 |
| IRIE FOUNDATION INC | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $30,000 |
| JANES DUE PROCESS INC | |||||||
| 1401 LAVACA ST PMB 41363 | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $37,500 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $3,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A SUITE 234 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $4,000 |
| JOURNALISM FUNDING PARTNERS | |||||||
| 1731 HOWE AVE 242 | SACRAMENTO | CA | 95825 | N/A | PC | Wilmington Star News Climate Beat | $10,000 |
| KANSAS ABORTION FUND | |||||||
| PO BOX 1093 | LAWRENCE | KS | 66044 | N/A | PC | Kansas Abortion Fund | $5,000 |
| LEAGUE OF WOMEN VOTERS LOWER CAPE FEAR | |||||||
| PO BOX 4503 | WILMINGTON | NC | 28406 | N/A | PC | General & Unrestricted | $10,000 |
| LEAGUE OF WOMEN VOTERS OF CATAWBA VALLEY | |||||||
| PO BOX 1121 | CLAREMONT | NC | 28610 | N/A | PC | General & Unrestricted | $7,000 |
| LEAGUE OF WOMEN VOTERS OF CHARLOTTE MECKLENBURG | |||||||
| 1900 QUEENS RD STE A | CHARLOTTE | NC | 28207 | N/A | PC | General & Unrestricted | $20,000 |
| LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $12,500 |
| MAKE THE ROAD STATES INC | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | for Make the Road Pennsylvania | $10,000 |
| MANCHESTER MUSIC FESTIVAL INC | |||||||
| PO BOX 33 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $5,000 |
| MARGARET BYRD RAWSON INSTITUTE INC | |||||||
| 122 E PATRICK ST 106 | FREDERICK | MD | 21701 | N/A | PC | General & Unrestricted | $121,000 |
| MCCOMBS SCHOOL OF BUSINESS FOUNDATION | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | N/A | SO I | General & Unrestricted | $20,000 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,000 |
| MEDIATORS FOUNDATION INC | |||||||
| 2525 ARAPAHOE AVE UNIT E4 BOX 509 | BOULDER | CO | 80302 | N/A | PC | Jennifer Walton/Wisdom Beyond Borders project | $15,000 |
| MEMPHIS CENTER FOR REPRODUCTIVE | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | General & Unrestricted | $10,000 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I | |||||||
| 820 37TH PL | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $30,000 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $5,000 |
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION F | |||||||
| 340 BEAKES ST STE 110 | ANN ARBOR | MI | 48104 | N/A | PC | General & Unrestricted | $10,000 |
| MICHIGAN VOICES | |||||||
| 2727 2ND AVE STE 109 | DETROIT | MI | 48201 | N/A | PC | General & Unrestricted | $10,000 |
| MIDDLE COLORADO WATERSHED COUNCIL | |||||||
| 200 LION PARK CIR | RIFLE | CO | 81650 | N/A | PC | General & Unrestricted | $7,500 |
| MOHAWK AND HUDSON RIVER HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | N/A | PC | General & Unrestricted | $4,072 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPY | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $5,081 |
| MSI-US | |||||||
| PO BOX 35528 | WASHINGTON | DC | 20033 | N/A | SO I | Mexico Program | $15,000 |
| MULTICULTURAL REFUGEE COALITION | |||||||
| PO BOX 41566 | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVE NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN | |||||||
| 747 3RD AVE FL 33C | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $4,885 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 11757 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 3014 DAUPHIONE ST STE A PMB 36529 | NEW ORLEANS | LA | 70117 | N/A | PC | Louisiana Abortion Fund | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FREEDOM FUND | |||||||
| PO BOX 92 | MARSHFIELD | WI | 54449 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | Plan C Initiative | $85,000 |
| NATIONAL WOMENS LAW CENTER | |||||||
| 1350 I ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | To extend abortion access | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | defend our environment on all fronts | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $5,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Florida chapter for work to save sea grass and manatees | $5,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $2,030 |
| NEO PHILANTHROPY INC | |||||||
| 1001 AVE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| NEW ERA COLORADO FOUNDATION | |||||||
| PO BOX 181153 | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $8,000 |
| NEW YORK FOUNDATION FOR THE ARTS INC | |||||||
| 29 W 38TH ST 94 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| NEXTGEN EDUCATION FUND | |||||||
| 548 MARKET ST 98097 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | |||||||
| 711 HILLSBOROUGH ST STE 102 | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA BLACK ALLIANCE INC | |||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $20,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Network of Grantmakers | $1,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Local News Lab | $10,000 |
| NORTH CAROLINA CONSERVATION NETWORK | |||||||
| 234 FAYETTEVILLE ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH DAKOTA WOMEN IN NEED | |||||||
| 512 1ST AVE N | FARGO | ND | 58102 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $5,081 |
| NOVA UKRAINE | |||||||
| 3277 S WHITE RD PMB 8475 | SAN JOSE | CA | 95148 | N/A | PC | Blue Check Ukraine | $1,000 |
| NPA FOUNDATION | |||||||
| 108 NW 9TH AVE STE 300 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $50,000 |
| OHIO STATE UNIVERSITY | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | N/A | GOV | School of Biological sciences | $6,000 |
| OHIO STATE UNIVERSITY | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | N/A | GOV | College of Biological Sciences | $5,000 |
| ONE ARIZONA | |||||||
| 3104 E CAMELBACK RD UNIT 7651 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $50,000 |
| PA ALLIANCE FOUNDATION | |||||||
| 1528 WALNUT ST STE 808 | PHILADELPHIA | PA | 19102 | N/A | PC | The Voter Initiative | $40,000 |
| PA ALLIANCE FOUNDATION | |||||||
| 1528 WALNUT ST STE 808 | PHILADELPHIA | PA | 19102 | N/A | PC | The Voter Project | $10,000 |
| PENNSYLVANIA VOICE | |||||||
| 915 SPRING GARDEN ST STE 401 | PHILADELPHIA | PA | 19123 | N/A | PC | General & Unrestricted | $50,000 |
| PHILANTHROPY COLORADO | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $1,000 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH INC | |||||||
| PO BOX 35 | HARTSDALE | NY | 10530 | N/A | PC | To increase access to abortion and contraceptives | $5,000 |
| PITTIELOVE RESCUE INC | |||||||
| PO BOX 3532 | FRAMINGHAM | MA | 01705 | N/A | PC | General & Unrestricted | $1,021 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | PPFA and to affiliates with need given to fund abortions and contraceptives only | $35,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | FOR 3 Texas affiliates to help preserve reproductive healthcare | $20,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $6,000 |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | N/A | PC | Abortion services | $10,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DRIVE STE 110 | COLCHESTER | VT | 05446 | N/A | PC | abortion services | $10,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | General & Unrestricted | $2,500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | to keep abortion legal for all Floridians through the second trimester of pregnancy | $10,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | N/A | PC | Abortion services | $25,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $10,000 |
| PLAYING FOR CHANGE FOUNDATION | |||||||
| 171 PIER AVE 271 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $10,000 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | General & Unrestricted | $5,528 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | Reproductive Freedom Program to work with affiliated groups in Florida | $20,000 |
| PROGRESSNOW COLORADO EDUCATION | |||||||
| 1536 WYNKOOP ST STE 224 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $25,000 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH ST 10TH FL | OAKLAND | CA | 94607 | N/A | PC | Access Bridge | $10,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,030 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTH FLORIDA I | |||||||
| 1430 S DIXIE HWY STE 311 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $10,000 |
| RURAL ARIZONA ENGAGEMENT | |||||||
| 381 W CENTRAL AVE | COOLIDGE | AZ | 85128 | N/A | PC | General & Unrestricted | $47,349 |
| SAVE THE MANATEE CLUB INC | |||||||
| 317 WEKIVA SPRINGS RD STE 100 | LONGWOOD | FL | 32779 | N/A | PC | General & Unrestricted | $2,000 |
| SECU FAMILY HOUSE AT UNC HOSPITALS | |||||||
| 123 OLD MASON FARM RD | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $3,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | For the Florida chapter in recognition of Earth Day | $5,000 |
| SOMOS SIEMBRA | |||||||
| 801 NEW GARDEN RD | GREENSBORO | NC | 27410 | N/A | PC | General & Unrestricted | $10,000 |
| SOUL DOG RESCUE | |||||||
| 1245 FACTORY CIR | FORT LUPTON | CO | 80621 | N/A | PC | General & Unrestricted | $5,169 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 GARRETT ST STE 400 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $10,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | To focus on treating the whole patient including complete reproductive healthcare and mental health | $5,000 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | GOV | General & Unrestricted | $8,131 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $10,000 |
| STATE INNOVATION EXCHANGE | |||||||
| 1360 REGENT ST PMB 257 | MADISON | WI | 53715 | N/A | PC | Reproductive Freedom Leadership Council programs | $30,000 |
| STEP UP MARYLAND | |||||||
| 5315 PLYMOUTH RD | BALTIMORE | MD | 21214 | N/A | PC | General & Unrestricted | $10,000 |
| SUSTAINABLE FOOD CENTER INC | |||||||
| 2921 E 17TH ST BLDG C | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $30,000 |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | |||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $10,000 |
| THE ALLIANCE FOR COLLECTIVE ACTION | |||||||
| 1536 WYNKOOP ST SUITE 100 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $30,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 25 CAREW ST | CHICOPEE | MA | 01020 | N/A | PC | General & Unrestricted | $6,505 |
| THE JEMICY SCHOOL INC | |||||||
| 11 CELADON RD | OWINGS MILLS | MD | 21117 | N/A | PC | education for the dyslexic learner Scholarship Fund | $50,000 |
| THE LEARNING ALLIANCE INC | |||||||
| 2066 14TH AVE STE 102 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $1,500 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $3,000 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | Do Good Feel Good Programming Fund | $24,000 |
| THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC | |||||||
| PO BOX 1848 | MERRIFIELD | DC | 22116 | N/A | PC | To provide abortions to those in need | $5,000 |
| THE PINK HOUSE FUND | |||||||
| 2918 HILLRISE DR | LAS CRUCES | NM | 88011 | N/A | PC | General & Unrestricted | $10,000 |
| THINGS OF MY VERY OWN INC | |||||||
| 243-249 GREEN ST | SCHENECTADY | NY | 12305 | N/A | PC | General & Unrestricted | $2,862 |
| THIRTY PERCENT COALITION | |||||||
| 9235 RED WASH DR | JENSEN | UT | 84035 | N/A | PC | General & Unrestricted | $10,528 |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $27,500 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | General & Unrestricted | $10,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC | |||||||
| PO BOX 588 | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC | |||||||
| PO BOX 588 | BENNINGTON | VT | 05201 | N/A | PC | Care for acute anxiety and physical disability from long term Lyme disease | $2,000 |
| UNITED STATES PUBLIC INTEREST RESEARCH GROUP EDUCA | |||||||
| 1543 WAZEE ST STE 460 | DENVER | CO | 80202 | N/A | PC | Beyond Plastics Program | $2,500 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND | |||||||
| 523 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | N/A | PC | PlayMakers Repertory Company | $1,000 |
| UTAH FILM CENTER | |||||||
| 50 W BROADWAY STE 1125 | SALT LAKE CITY | UT | 84101 | N/A | PC | PLAN C | $15,000 |
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUN | |||||||
| 141 MAIN ST | MONTPELIER | VT | 05602 | N/A | PC | make Big Oil Pay | $15,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $750 |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | |||||||
| 445 24TH ST STE 300 | VERO BEACH | FL | 32960 | N/A | PC | Charitable Event | $2,000 |
| VOCES DE LA FRONTERA | |||||||
| 1027 S 5TH ST | MILWAUKEE | WI | 53204 | N/A | PC | General & Unrestricted | $10,000 |
| WE THE BEST FOUNDATION INC | |||||||
| 3000 MARCUS AVE STE 3W4 | NEW HYDE PARK | NY | 11042 | N/A | PC | General & Unrestricted | $7,000 |
| WEST ALABAMA WOMENS CENTER INC | |||||||
| 535 JACK WARNER PKWY NE STE I | TUSCALOOSA | AL | 35404 | N/A | PC | General & Unrestricted | $10,000 |
| WISCONSIN VOICES INC | |||||||
| 4201 N 27TH ST 7TH FL | MILWAUKEE | WI | 53216 | N/A | PC | General & Unrestricted | $10,000 |
| WMHT EDUCATIONAL TELECOMMUNICATIONS INC | |||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $2,500 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | General & Unrestricted | $20,000 |
| WOMENS HEALTH PROJECT INC | |||||||
| 227 N DUBUQUE ST | IOWA CITY | IA | 52245 | N/A | PC | Abortion Fund | $10,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $10,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | For work in Ukraine | $2,500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | To Protect Elephants | $5,000 |
| YOU CAN VOTE | |||||||
| 2726 CROASDAILE DR STE 201 | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $10,000 |
| YOUNG CHANCES FOUNDATION | |||||||
| 2703 TASKER ST | PHILADELPHIA | PA | 19145 | N/A | PC | General & Unrestricted | $1,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,512,851 | 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 | $40,904 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,617 | 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 | $1,081,266 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $27 | 14 | $40,634 |
| Federal Tax Refund | 01 | $7,111 | ||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $89 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,395,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,395,648 | 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (240 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $81,597 | $83,839 |
| ACCENTURE PLC | $145,113 | $250,199 |
| ACI WORLDWIDE INC | $27,561 | $30,600 |
| ADOBE SYSTEMS, INC | $188,394 | $278,612 |
| ADYEN N.V. | $51,526 | $34,119 |
| AGILENT TECHNOLOGIES INC | $67,603 | $98,711 |
| AIA GROUP LTD ADR | $94,724 | $85,600 |
| AKAMAI TECH COM STK | $21,178 | $22,250 |
| AKZO NOBEL NV-ADR | $51,722 | $46,881 |
| ALCON INC | $89,648 | $106,399 |
| ALFA LAVAL AB | $26,010 | $44,178 |
| ALIGN TECHNOLOGY, INC | $67,008 | $90,968 |
| ALLEGION PLC | $17,306 | $17,230 |
| ALLIANZ SE | $102,964 | $115,568 |
| ALPHABET INC CL A | $37,274 | $166,790 |
| ALPHABET INC CL C | $143,127 | $468,029 |
| AMAZON COM | $216,560 | $438,043 |
| AMBEV SA | $41,972 | $27,639 |
| AMDOCS LIMITED | $16,688 | $19,863 |
| AMER FIN GRP HLD | $19,688 | $22,946 |
| AMERIPRISE FINANCIAL INC | $23,888 | $81,663 |
| ANALOG DEVICES INC | $100,495 | $172,549 |
| APPLE INC | $236,260 | $485,368 |
| APPLIED IDNS TECH | $15,392 | $27,458 |
| APTAR GROUP INC | $26,873 | $29,669 |
| APTIV PLC | $97,314 | $64,329 |
| ASHTEAD GROUP PLC | $51,870 | $78,453 |
| ASSA ABLOY UNSP/ADR | $70,994 | $88,149 |
| ATLAS COPCO AB A SHS ADR | $23,777 | $57,481 |
| AUTODESK, INC | $56,298 | $53,322 |
| AVANTOR HOLDINGS INC | $114,018 | $89,334 |
| AVERY DENNISON CORP | $13,634 | $21,025 |
| BANCO BILBAO ARG SA | $48,332 | $61,502 |
| BERKSHIRE HATHAWAY INC. CLASS | $98,623 | $250,732 |
| BGC GROUP INC CLASS A | $31,911 | $46,634 |
| BIO TECHNE CORPORATION | $76,388 | $74,768 |
| BIONTECH SE ADR | $28,586 | $29,024 |
| BJ'S WHLSL CLUB INC | $29,088 | $28,331 |
| BLACKROCK INC | $56,221 | $85,239 |
| BOOKING HOLDINGS INC | $58,597 | $141,889 |
| BRIGHT HORIZONS FAMILY SOLUTIO | $75,713 | $57,863 |
| BROOKFIELD CORP ORD SHS CL A | $82,341 | $104,954 |
| BROWN CAPITAL MANAGEMENT INTL | $308,440 | $326,866 |
| C H ROBINSON WORLDWIDE INC | $10,803 | $10,540 |
| CABLE ONE INC | $26,088 | $12,802 |
| CAMDEN PPTY TR | $11,886 | $11,418 |
| CANADIAN NATL RAILWAY CO | $69,351 | $117,464 |
| CARMAX INC | $58,134 | $78,121 |
| CARRIER GLOBAL | $33,451 | $65,838 |
| CARTER'S INC | $20,428 | $18,648 |
| CAVCO INDS INC DEL | $8,774 | $13,518 |
| CBIZ, INC | $29,411 | $75,296 |
| CBOE HOLDINGS INC | $16,606 | $29,462 |
| CHECK POINT SOFTWARE TECHNOLOG | $13,125 | $14,209 |
| CHEMED CORP | $22,881 | $28,068 |
| CHOICE HOTELS INTERNATIONAL IN | $31,114 | $30,025 |
| CHUGAI PHARMACEUTICAL CO., LTD | $60,387 | $84,768 |
| CME GROUP, INC | $79,705 | $83,819 |
| COHEN & STEERS INC | $10,560 | $13,177 |
| COLUMBIA BANKING SYSTEM, INC | $48,654 | $43,328 |
| COLUMBIA SPORTSWEAR CO | $18,495 | $15,351 |
| COMMERCE BANCSHARES, INC | $16,145 | $13,833 |
| COMMMUNITY HEALTHCARE TRUST | $27,028 | $21,552 |
| CONSENSUS CLOUD SOLUTION | $17,628 | $9,619 |
| COOPER COMPANIES INC | $28,323 | $32,924 |
| CREDICORP LTD | $77,241 | $84,111 |
| CROWDSTRIKE HOLDINGS, INC | $70,725 | $112,596 |
| CUBESMART | $15,814 | $19,096 |
| DAIFUKU CO LTD UNSPONSRED ADS | $22,060 | $22,370 |
| DAIKIN INDS LTD ADR | $55,402 | $63,580 |
| DASSAULT SYS SA SPN ADR | $54,861 | $74,756 |
| DBS GROUP HLDGS SPON ADR | $106,037 | $142,574 |
| DEERE CO | $96,691 | $104,366 |
| DOLBY LABORATORIES | $20,631 | $23,786 |
| DONALDSON CO. INC | $20,420 | $26,271 |
| EAST WEST BANCORP, INC | $21,928 | $21,153 |
| EATON CORP PLC | $130,263 | $205,419 |
| EDWARDS LIFESCIENCES | $43,744 | $133,819 |
| ELI LILLY & CO | $84,419 | $162,052 |
| ENOVIS CORPORATION | $33,797 | $32,436 |
| EQUITY COMMONWEALTH | $29,703 | $24,979 |
| ERSTE BK DER OEST SP | $29,636 | $45,929 |
| ESAB CORP | $27,108 | $48,507 |
| ESCO TECH INC | $15,501 | $21,299 |
| EVERI HOLDINGS INC | $28,229 | $15,755 |
| EXLSERVICE HOLDINGS INC | $26,342 | $26,747 |
| EXPEDITORS INTL WASH INC | $15,747 | $25,822 |
| EXPERIAN GROUP LTD S/ADR | $50,627 | $55,162 |
| F5 NETWORKS, INC | $26,182 | $31,679 |
| FACTSET RESH SYST INC | $24,853 | $34,348 |
| FANUC LIMITED UNSPONSORED | $47,553 | $36,882 |
| FB FINANCIAL CORPORATION | $38,111 | $49,813 |
| FERGUSON PLC | $97,544 | $117,773 |
| FIRST CITIZENS BANCSHARES INC | $73,226 | $123,450 |
| FIRST MERCHANTS CORPORATION | $47,813 | $56,176 |
| FISERV, INC | $77,103 | $97,637 |
| FLOWERS FOODS INC | $24,273 | $24,176 |
| FOMENTO ECONOMICO MEXICANO | $52,125 | $97,893 |
| FULLER H B CO | $14,980 | $18,154 |
| GENMAB A/S SPON | $38,365 | $28,879 |
| GOLDEN ENTERTAINMENT INC | $7,997 | $7,786 |
| GSK PLC | $64,453 | $60,445 |
| GUARDANT HEALTH INC | $87,201 | $66,597 |
| GXO LOGISTICS | $36,310 | $43,791 |
| HAIER SMART HOME ADR | $75,959 | $61,285 |
| HALEON PLC | $99,917 | $107,928 |
| HDFC BANK LTD ADR | $36,926 | $45,366 |
| HEINEKEN N V S ADR | $51,781 | $56,945 |
| HENRY JACK & ASSOC INC | $17,011 | $17,321 |
| HUBBELL INCORPORATED | $138,519 | $164,465 |
| ICICI BK LTD ADS | $13,172 | $34,496 |
| IDEX CP | $19,728 | $22,579 |
| IDEXX CORP | $102,627 | $128,217 |
| INFINEON TECH ADS | $72,207 | $98,766 |
| ING GROUP N V SPONSORED ADR | $57,975 | $95,182 |
| INTERDIGITAL COMMUNICATIONS CO | $27,094 | $39,617 |
| INTERNATIONAL BANCSHARES CORPO | $16,354 | $16,568 |
| INTERPUBLIC GROUP OF COS | $14,932 | $21,575 |
| INTUIT | $72,296 | $158,758 |
| JONES LANG LASALLE | $24,206 | $29,275 |
| KAMAN CORPORATION | $29,467 | $17,124 |
| KAR AUCTION SERVICES INC | $44,603 | $35,825 |
| KDDI CP UNSP ADR | $52,869 | $53,046 |
| KKR & CO INC | $96,166 | $223,198 |
| KOMATSU LTD | $30,271 | $34,215 |
| KUBOTA CORPORATION | $50,286 | $48,073 |
| KYNDRYL HOLDINGS INC | $7,784 | $7,896 |
| L'AIR LIQUIDE ADR OTC | $24,212 | $36,652 |
| L'OREAL ADR | $55,505 | $99,907 |
| LAMAR ADVERTISING CO CL A REIT | $14,292 | $19,874 |
| LIGAND PHARMACEUTICALS INC | $38,013 | $39,852 |
| LINCOLN ELECTRIC HOLDING INC | $18,132 | $30,227 |
| LITHIA MOTORS INC CL A | $23,663 | $50,380 |
| LIVANOVA PLC | $23,974 | $22,921 |
| LONZA GROUP AG UNSP/ADR | $18,604 | $24,412 |
| LOWES COMPANIES INC | $30,877 | $75,444 |
| LVMH MOET HENN UNSP | $44,189 | $65,955 |
| MAGNA INTERNATIONAL INC | $47,827 | $51,872 |
| MANHATTAN ASSOCIATES INC | $10,698 | $20,455 |
| MANULIFE FIN CORP | $60,831 | $74,013 |
| MASCO CORP | $12,208 | $13,597 |
| MASTERCARD INC | $56,703 | $303,675 |
| MEDPACE HOLDINGS, INC | $15,565 | $38,316 |
| MERCK & CO INC | $38,598 | $58,108 |
| META PLATFORMS INC | $22,836 | $39,644 |
| MGM RESORTS INTERNATIONAL | $157,391 | $160,625 |
| MICHELIN CIE GEN UNSP/ADR | $55,759 | $56,376 |
| MICROSOFT CORP | $166,073 | $756,216 |
| MIDDLEBY CORPORATION | $14,403 | $14,423 |
| MODINE MFG CO | $12,940 | $20,119 |
| MODIVCARE INC | $49,761 | $20,631 |
| MUENCHENER RUECKVERS | $52,560 | $92,574 |
| NETAPP, INC | $12,325 | $21,687 |
| NETFLIX INC | $32,896 | $67,189 |
| NEWMARK GROUP INC | $19,653 | $22,895 |
| NEXSTAR MEDIA GROUP, INC | $37,305 | $57,371 |
| NIDEC CORPORATION ADR | $52,308 | $25,165 |
| NOMAD FOODS LIMITED | $84,855 | $76,970 |
| NORDSON CP | $20,544 | $29,058 |
| NORTHERN TRUST CORPORATION | $16,959 | $19,661 |
| NOTORI HOLDINGS | $36,734 | $29,632 |
| NOVOZYMES A/S UNSP/ADR | $22,058 | $22,950 |
| NVIDIA CORP | $81,930 | $201,555 |
| OLD DOMINION FREIGHT LINE | $43,216 | $84,714 |
| OMNICOM GROUP | $16,742 | $20,676 |
| OSI SYSTEMS, INC | $11,118 | $16,647 |
| OTSUKA HOLDINGS CO | $53,498 | $49,601 |
| OXFORD INDUSTRIES | $15,494 | $19,500 |
| PACCAR INC | $40,894 | $42,185 |
| PACIFIC PREMIER BANCORP INC | $39,774 | $48,439 |
| PACKAGING CORP AMER | $11,949 | $17,920 |
| PAN PAC INTL HLDGS UNSPONSORED | $57,849 | $74,923 |
| PAYCOM SOFTWARE | $20,762 | $23,773 |
| PHYSICIANS REALTY TRUST | $24,589 | $17,622 |
| PING AN INSURANCE GROUP ADR | $49,961 | $19,528 |
| PINTEREST INC | $87,354 | $57,597 |
| PROGRESS SOFTWARE CORP | $15,675 | $20,634 |
| PROGRESSIVE CORP OHIO | $63,651 | $86,808 |
| PT TELEKOM. IND. TBK ADR | $34,525 | $33,308 |
| QUALYS INC COM | $20,624 | $32,779 |
| RENTOKIL INITIAL PLC SPON ADR | $54,922 | $44,689 |
| REVVITY INC | $19,071 | $17,052 |
| ROBERT HALF INTL INC | $17,123 | $13,628 |
| ROCHE HOLDING LTD ADR | $43,289 | $44,201 |
| ROCKWELL AUTOMATION INC | $98,433 | $143,442 |
| RPM INTERNATIONAL INC | $19,985 | $25,228 |
| S&P GLOBAL INC COM | $72,717 | $157,266 |
| SAFRAN SA - UNSPON ADR | $48,938 | $73,653 |
| SAP AKTIENGESELL ADS | $58,543 | $74,049 |
| SBA COMMUNICATIONS CORP | $54,269 | $76,868 |
| SCHNEIDER ELEC UNSP/ADR | $27,816 | $57,931 |
| SEI INVESTMENTS | $26,584 | $30,504 |
| SELECTIVE INS GROUP INC | $18,887 | $19,200 |
| SHIMANO INC UNSP ADR EACH REPR | $17,408 | $16,083 |
| SHIONOGI & CO LTD | $31,106 | $26,542 |
| SHISEIDO CO LTD | $23,514 | $14,840 |
| SHOPIFY INC | $86,309 | $106,334 |
| SILGAN HOLDINGS, INC | $61,072 | $72,310 |
| SMITH A O CORP DEL COM | $14,552 | $23,743 |
| SNAP ON INC | $18,833 | $25,707 |
| SONOVA HOLDING AG AD | $17,127 | $28,743 |
| SONY GROUP CORP | $134,200 | $141,372 |
| SPECTRUM BRANDS HOLDINGS INC | $61,049 | $57,753 |
| SPLUNK INC | $39,000 | $45,400 |
| STAG INDUSTRIAL INC | $19,982 | $21,711 |
| STARWOOD PROPERTY TRUST INC | $42,832 | $53,895 |
| SUMMIT MATERIALS INC | $10,370 | $10,692 |
| SYMRISE AG UNSPONSORED | $87,022 | $91,938 |
| SYSMEX CORP UNSP ASDR | $34,874 | $22,152 |
| T-MOBILE US INC | $69,994 | $87,701 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $160,518 | $240,448 |
| TELEFLEX INC | $25,875 | $26,430 |
| TENCENT HOLDINGS LIMITED | $41,001 | $27,095 |
| TERADATA CORPORATION | $19,054 | $16,316 |
| TEXAS ROADHOUSE, INC | $8,708 | $17,601 |
| THE BLACKSTONE GROUP INC CL A | $37,858 | $67,424 |
| THERMO FISHER SCIENTIFIC INC | $76,447 | $72,187 |
| TJX COMPANIES INC | $51,582 | $97,750 |
| TOPBUILD CORP | $17,595 | $35,929 |
| TORO CO | $19,020 | $16,894 |
| TRACTOR SUPPLY CO COM | $62,447 | $61,069 |
| UBER | $44,867 | $72,222 |
| UMB FINANCIAL CORPORATION | $16,783 | $16,209 |
| UNICHARM CORP - SPN ADR | $29,230 | $29,767 |
| UNILEVER PLC AMER | $67,744 | $58,952 |
| UNITED RENTALS INC | $28,706 | $139,341 |
| UNITEDHEALTH GROUP INC | $193,855 | $319,041 |
| VERINT SYSTEMS INC | $30,280 | $20,948 |
| VERRA MOBILITY CORPORATION | $28,663 | $42,652 |
| VISA INC | $159,037 | $571,468 |
| WATERS CORP | $28,081 | $39,508 |
| WIDEOPENWEST INC | $34,548 | $8,331 |
| WILEY JOHN & SONS INC CL A | $7,536 | $5,396 |
| WILLIAMS SONOMA INC | $14,354 | $34,706 |
| XP INC CL A | $27,147 | $22,837 |
| XPO LOGISTICS INC | $20,539 | $36,437 |
| YANDEX N V | $17,265 | $9,432 |
| ZEBRA TECHNOLOGIES CORP | $22,078 | $19,953 |
| ZIFF DAVIS, INC | $41,285 | $39,978 |
| ZOETIS INC | $95,716 | $137,172 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALKEON INNOVATION OFFSHORE FUN | $651,500 | $522,964 |
| ALTERNATIVE INVESTMENTS SUSTAI | $2,052,075 | $2,789,288 |
| DBL PARTNERS III, LP | $1,062,328 | $1,905,817 |
| DBL PTNS IV, LP | $1,416,431 | $2,211,653 |
| GENERATION IM CLIMATE SOLUTION | $880,233 | |
| GENERATION IM GLOBAL EQUITY FD | $4,754,253 | $4,880,923 |
| GENERATION IM SUSTAINABLE III | $1,350,781 | $1,374,953 |
| GENERATION IM SUSTAINABLE IV | $337,500 | $274,642 |
| JUST CLIMATE CAF I (B) SCSP | $142,825 | $84,888 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $73,998 | $73,998 | |
| Bank Charges | $5,913 | $5,913 | |
| Foundation Dues & Memberships | $1,875 | $1,875 | |
| Indemnification Insurance | $2,361 | $2,361 | |
| K-1 Exp DBL PARTNERS III, LP | $28,453 | $28,453 | |
| K-1 Exp DBL PTNS IV, LP | $71,046 | $70,287 | |
| K-1 Exp GENERATION IM GLOBAL E | $40,030 | $40,030 | |
| Payroll Processing Fees | $660 | $660 | |
| Registered Agent Fee | $257 | $257 | |
| State or Local Filing Fees | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DBL PARTNERS III, LP | $658 | $658 |
| K-1 Inc/Loss DBL PTNS IV, LP | $2,503 | $2,476 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FD, LLC | $37,500 | $37,500 |
| Class Action Lawsuit Proceeds | $89 | $89 |
| Federal Tax Refund | $7,111 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $12,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $132,753 | Amt |
| Net Investment Income | $132,753 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $12,300 | |
| 990-PF Extension for 2022 | $12,600 | |
| Foreign Tax Paid | $10,775 | $10,775 |