THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC (EIN 39-1923558)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349101999
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:13:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 391923558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT D AND PATRICIA E KERN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2629686838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C RAHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2629686838 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $841,791,534 | 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 | $150,723,335 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,707,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,670,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,214,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,421,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,915,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,559,465 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,603,858 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $170,205,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,190,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,467,175 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $172,166 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,295,010 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,602,195 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,541 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,569,654 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,402,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $57,561 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,344,817 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $106,574 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $106,202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,624 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,312 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,312 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,928,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,801,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $127,463 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,033,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200,277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $28,436 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,436 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,305,685 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,305,685 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,174 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,174 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,742,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,742,533 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,665,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,285,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,546,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,002,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,002,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,667,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,285,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,548,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,537,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,904,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,578 | CashBOYAmt |
| Cash EOY | $36,426 | CashEOYAmt |
| Cash EOYFMV | $36,426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,314,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,987,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,987,677 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $287,411,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $359,481,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $359,481,892 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,377,906 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $86,333,347 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,333,347 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $320,879,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $384,952,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $384,952,192 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $688,020,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $841,791,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $841,791,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $688,020,368 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $841,791,534 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $688,020,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $841,791,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,020,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $841,791,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,020,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,537,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,233,805 | OtherIncreasesAmt |
| Subtotal | $841,791,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $841,791,534 | 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 |
|---|---|---|---|---|
| VARIOUS STOCKS AND BONDS | $171,421,833 | $167,043,701 | $4,378,132 | $4,378,132 |
| GAINS REPORTED ON K-1S AND PARTNERSHIPS | $1,163,616 | -$1,163,616 | -$1,163,616 | |
| ROBERT D KERN PRIVATE RVOC TR | $2,701,355 | $2,701,355 | $2,701,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,915,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $304,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $304,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $304,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $580,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $755,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $450,532 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $450,532 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KFFDN.ORG | WebsiteAddressTxt |
| Individual With Books | MR MICHAEL W SENSKE | IndividualWithBooksNm |
| Phone | 2629686838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BODE KYLE R | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | VICE PRESIDENT | 40.00 | $379,817 | $80,819 | $0 |
| GRABER RICHARD | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| HANSON GAIL | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| PETERSON MARCIA | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| PIERSON WARREN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| RAHN JAMES C | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & PRESIDENT | 40.00 | $711,404 | $84,339 | $0 |
| RAMIREZ AUSTIN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| ROELL STEVEN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| SENSKE MICHAEL W | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | CFO & TREASURER | 40.00 | $362,454 | $85,739 | $0 |
| TABAT DAWN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STAWSKI CHRISTOPHER | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $219,325 | $66,986 | $0 |
| MELTON DOUG | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $210,142 | $63,872 | $0 |
| WILKEN KAREN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $186,696 | $63,741 | $0 |
| ZWISLER STASIA | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $178,812 | $66,569 | $0 |
| PURVIS ELIZABETH | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $160,242 | $51,351 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FRANKLINCOVEY CLIENT SALES INC | |||||
| 2200 WEST PARKWAY BLVD | SALT LAKE CITY | UT | 84119 | CONSULTING | $11,750,000 |
| PGIM REAL ESTATE | |||||
| 7 GIRALDA FARMS | MADISON | NJ | 07940 | INVESTMENT ADVISORY | $543,126 |
| ARTEMIS REAL ESTATE PARTNERS | |||||
| 5404 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | INVESTMENT ADVISORY | $378,534 |
| CONCURRENCY | |||||
| 13600 BISHOPS CT | BROOKFIELD | WI | 53005 | CONSULTING | $360,414 |
| FRED ALGER MANAGEMENT INC | |||||
| 111 FIFTH AVENUE | NEW YORK | NY | 10003 | INVESTMENT ADVISORY | $317,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 16 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FRANKLINCOVEY CLIENT SALES INC. - CONSULTING TO EXPAND THE LEADER IN ME NETWORK | Description1Txt |
| Expenses1 | $11,750,000 | Expenses1Amt |
| Description2 | MAINTENANCE AND ENHANCEMENT OF KEEN DIGITAL PLATFORM FOR USE BY THE KEEN NETWORK OF OVER 6,600 USERS | Description2Txt |
| Expenses2 | $624,750 | Expenses2Amt |
| Description3 | FACULTY DEVELOPMENT - 14 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 244 GRANTEES IN ATTENDANCE | Description3Txt |
| Expenses3 | $1,255,732 | Expenses3Amt |
| Description4 | KEEN PROGRAM NETWORK CONFERENCES - HOSTED 2 EVENTS IN 2023 WITH A TOTAL OF 555 GRANTEES IN ATTENDANCE | Description4Txt |
| Expenses4 | $980,397 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $452,346,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $381,298,011 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $833,764,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $833,764,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,506,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $821,258,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,062,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,062,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $304,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $304,468 | TotalTaxAmt |
| Distributable Before Adj | $40,758,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $43,171 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,801,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,801,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,548,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,548,303 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,801,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,009,234 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,200,664 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,262,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,444,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,105,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,022,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,548,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,801,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,746,689 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $157,769,534 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,009,234 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,760,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,200,664 | ExcessFromYear4Amt |
| Excess From Year3 | $30,262,866 | ExcessFromYear3Amt |
| Excess From Year2 | $39,444,829 | ExcessFromYear2Amt |
| Excess From Year1 | $11,105,252 | ExcessFromYear1Amt |
| Excess From Current Year | $34,746,689 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | ||||||||||||
| 98 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | N/A | PC | OPERATIONAL SUPPORT AND OUTREACH | $1,600,000 | |||||
| AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES | ||||||||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | N/A | PC | SUPPORT FOR THE COALITION FOR LIFE TRANSFORMATIVE EDUCATION (CLTE) | $600,000 | |||||
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT THE INITIATIVE ON FAITH AND PUBLIC LIFE | $750,000 | |||||
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | ||||||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 200362479 | N/A | PC | SUPPORT PROGRAM ACTIVITIES TO ADVANCE ENTREPRENEURIAL MINDSET (EM) RESOURCES FOR ASEE MEMBERS | $250,000 | |||||
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||||||
| ASU FOUNDATION FOR A NEW AMERICAN | TEMPE | AZ | 85281 | N/A | PC | IMPLEMENTING PRINCIPLED INNOVATION AS THE 9TH DESIGN PRINCIPLE AT ASU; EMBEDDING EM INSTITUTIONALLY | $1,725,000 | UNIVERSITY 300 E UNIVERSITY DR | ||||
| ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC | ||||||||||||
| 2626 ALUMNI BLVD | JONESBORO | AR | 72401 | N/A | PC | INTEGRATE CHARACTER WITHIN EDUCATION SCHOOL | $150,000 | |||||
| ARRAY EDUCATION INC | ||||||||||||
| 25 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | N/A | PC | SUPPORT THE DEAN OF STUDENTS CURRICULUM FOR HIGH SCHOOL STUDENTS | $261,200 | |||||
| ASBURY THEOLOGICAL SEMINARY | ||||||||||||
| 204 N LEXINGTON AVE | WILMORE | KY | 40390 | N/A | PC | FAITH WORK & ECONOMICS (FWE) INTEGRATION | $2,250 | |||||
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | ||||||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | N/A | PC | GROW APDP | $70,000 | |||||
| AZUSA PACIFIC UNIVERSITY | ||||||||||||
| PO BOX 7000 901 E ALOSTA AVENUE | AZUSA | CA | 91702 | N/A | PC | IMPLEMENT APDP; FAITH WORK & ECONOMICS (FWE) INTEGRATION | $315,838 | |||||
| BELMONT UNIVERSITY | ||||||||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | N/A | PC | INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY; FWE INTEGRATION | $777,250 | |||||
| BES INC | ||||||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | N/A | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $580,000 | |||||
| BETHEL UNIVERSITY | ||||||||||||
| 3900 BETHEL DRIVE | ST PAUL | MN | 55112 | N/A | PC | IMPLEMENT APDP | $2,250 | |||||
| BIOLA UNIVERSITY INC | ||||||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | N/A | PC | GROW APDP; FWE INTEGRATION | $269,932 | |||||
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | ||||||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | N/A | PC | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $396,998 | |||||
| BOSTON COLLEGE TRUSTEES | ||||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 024673800 | N/A | PC | SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) | $400,000 | |||||
| BRADLEY UNIVERSITY | ||||||||||||
| 1501 W BRADLEY AVE | PEORIA | IL | 61625 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | ||||||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | N/A | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $1,099,472 | |||||
| BUCKNELL UNIVERSITY | ||||||||||||
| 235 DANA ENGINEERING BLDG | LEWISBURG | PA | 17837 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| CALIFORNIA BAPTIST UNIVERSITY | ||||||||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | N/A | PC | IMPLEMENT APDP | $100,000 | |||||
| CAMPBELL UNIVERSITY INC | ||||||||||||
| 450 LESLIE CAMPBELL AVE | BUIS CREEK | NC | 27506 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| CARNEGIE MELLON UNIVERSITY | ||||||||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC | ||||||||||||
| 221 SOUTH HARTWELL AVENUE | WAUKESHA | WI | 53186 | N/A | PC | OPERATING EXPENSES | $25,000 | |||||
| CENTER FOR URBAN TEACHING INC | ||||||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $490,308 | |||||
| CHARACTER LAB INC | ||||||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | N/A | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $675,000 | |||||
| CLARKSON UNIVERSITY | ||||||||||||
| 8 CLARKSON AVE | POTSDAM | NY | 13699 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | N/A | PC | OPERATING EXPENSES | $400,000 | |||||
| COLORADO SCHOOL OF MINES FOUNDATION | ||||||||||||
| 1500 ILLINOIS ST | GOLDEN | CO | 80401 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| COLUMBIA INTERNATIONAL UNIVERSITY | ||||||||||||
| 7435 MONTICELLO ROAD | COLUMBIA | SC | 29203 | N/A | PC | IMPLEMENTATION OF FLOW PRINCIPLES INTO THEOLOGICAL EDUCATION | $2,250 | |||||
| CONCORDIA UNIVERSITY | ||||||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 926123203 | N/A | PC | IMPLEMENT APDP | $500,000 | |||||
| CROWN COLLEGE | ||||||||||||
| 8700 COLLEGE VIEW DRIVE | ST BONIFACIUS | MN | 55375 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| DR HOWARD FULLER COLLEGIATE ACADEMY INC | ||||||||||||
| 4030 NORTH 29TH STREET | MILWAUKEE | WI | 53216 | N/A | PC | OPERATING EXPENSES | $25,000 | |||||
| DREXEL UNIVERSITY | ||||||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 191042875 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $100,000 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | N/A | PC | IMPLEMENT APDP; EMBEDDING EM INSTITUTIONALLY | $425,000 | |||||
| ELIZABETHTOWN COLLEGE | ||||||||||||
| 1 ALPHA DR | ELIZABETHTOWN | PA | 17022 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| EMMANUEL ACADEMIES INC | ||||||||||||
| 777 MOORING LINE DRIVE | NAPLES | FL | 34102 | N/A | PC | FWE INTEGRATION | $3,000 | |||||
| FLORIDA GULF COAST UNIVERSITY FOUNDATION INC | ||||||||||||
| 10501 FGCU BOULEVARD SOUTH | FORT MYERS | FL | 33965 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $10,000 | |||||
| FLORIDA INSTITUTE OF TECHNOLOGY INC | ||||||||||||
| 150 WEST UNIVERSITY BOULEVARD | MELBOURNE | FL | 32901 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | PC | CAPACITY BUILDING | $250,000 | |||||
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | ||||||||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| FRESNO PACIFIC UNIVERSITY | ||||||||||||
| 1717 S CHESTNUT AVE | FRESNO | CA | 93702 | N/A | PC | IMPLEMENT APDP | $137,750 | |||||
| GEORGE FOX UNIVERSITY | ||||||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | N/A | PC | IMPLEMENT A 5-YEAR BA/MDIV PROGRAM; EMBEDDING EM INSTITUTIONALLY | $103,250 | |||||
| GEORGE MASON UNIVERSITY | ||||||||||||
| 4400 UNIVERSITY DR | FAIRFAX | VA | 22030 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| GEORGE WASHINGTON UNIVERSITY | ||||||||||||
| 2121 STREET NW | WASHINGTON | DC | 20052 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $779,319 | |||||
| GEORGIA TECH RESEARCH CORPORATION | ||||||||||||
| 800 WEST PEACHTREE STREET NW-ROOM | ATLANTA | GA | 303081149 | N/A | SO III FI | EMBEDDING EM INSTITUTIONALLY | $669,000 | 4428 | ||||
| GORDON COLLEGE | ||||||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 019841899 | N/A | PC | IMPLEMENT APDP; FWE INTEGRATION | $117,000 | |||||
| GPS EDUCATION PARTNERS INC | ||||||||||||
| N19W24075 RIVERWOOD DRIVE SUITE 300 | WAUKESHA | WI | 53188 | N/A | PC | OPERATING EXPENSES | $25,000 | |||||
| GRACE SCHOOLS | ||||||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | N/A | PC | FWE INTEGRATION | $4,500 | |||||
| GRAND CANYON UNIVERSITY | ||||||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | N/A | PC | IMPLEMENT APDP; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION; EMBEDDING EM INSTITUTIONALLY; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION | $1,562,250 | |||||
| GREATHEARTS FOUNDATION | ||||||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | N/A | SO I | SUPPORT THE EXPANSION OF THE GREAT HEARTS SCHOOL NETWORK; SUPPORT THE VIRTUE LEADERSHIP PROGRAM | $6,500,000 | |||||
| HOPE INSTITUTE | ||||||||||||
| SAMFORD UNIVERSITY ORLEAN BEESON | BIRMINGHAM | AL | 35229 | N/A | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $40,000 | SCHOOL OF EDUCATION ROOM 415 800 LA | ||||
| HOUSTON BAPTIST UNIVERSITY | ||||||||||||
| 7502 FONDREN ROAD | HOUSTON | TX | 77074 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| IN MEDIAS RES | ||||||||||||
| 3 UNIVERSITY CIR | CHARLOTTESVILLE | VA | 229031801 | N/A | PC | SUPPORT FOUR ONGOING INITIATIVES | $1,965,311 | |||||
| INDIANA WESLEYAN UNIVERSITY | ||||||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | N/A | PC | OPERATING EXPENSES | $250,000 | |||||
| JAMES MADISON UNIVERSITY FOUNDATION INC | ||||||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| KINGDOM PREP LUTHERAN HIGH SCHOOL INC | ||||||||||||
| 2520 N WAUWATOSA AVENUE | WAUWATOSA | WI | 53213 | N/A | PC | OPERATING EXPENSES | $50,000 | |||||
| LAWRENCE TECHNOLOGICAL UNIVERSITY | ||||||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 480751058 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $185,000 | |||||
| LEGATUM INSTITUTE FOUNDATION | ||||||||||||
| N/A | PC | FORUM US PILOT | $265,500 | 11 CHARLES STREET | LONDON | UK | W1J 5DW | |||||
| LETOURNEAU UNIVERSITY | ||||||||||||
| 2100 S MOBBERLY AVENUE | LONGVIEW | TX | 75602 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| LIFE PACIFIC UNIVERSITY | ||||||||||||
| WEST COVINA BOULEVARD | SAN DIMAS | CA | 91773 | N/A | PC | FWE INTEGRATION | $1,310 | |||||
| LIPSCOMB UNIVERSITY | ||||||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | N/A | PC | ENHANCE CHARACTER EDUCATION THROUGHOUT THE PRINCIPAL PREPARATION PROGRAM; IMPLEMENT APDP; IMPLEMENTATION OF FLOW PRINCIPLES INTO THEOLOGICAL EDUCATION; FWE INTEGRATION | $353,470 | |||||
| LUTHERAN UNIVERSITY ASSOCIATION | ||||||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | N/A | PC | SUPPORT STEERING COMMITTEE FOR THE REFORMATION OF HIGHER EDUCATION BOARDS | $150,000 | |||||
| MARIAN UNIVERSITY | ||||||||||||
| 3200 COLD SPRING RD | INDIANAPOLIS | IN | 46222 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| MARQUETTE UNIVERSITY | ||||||||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| MIAMI UNIVERSITY-OXFORD | ||||||||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| MICHIGAN TECH FUND | ||||||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $233,500 | |||||
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 523033109 | N/A | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY | $216,000 | |||||
| MINNESOTA STATE UNIVERSITY MANKATO | ||||||||||||
| MINNESOTA STATE UNIVERSITY - | MANKATO | MN | 56001 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | MANKATO 131 TRAFTON SCIENCE CENTER | ||||
| MONTANA STATE UNIVERSITY | ||||||||||||
| CULBERTSON HALL 100 | BOZEMAN | MT | 59717 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| MTF FUND | ||||||||||||
| 10901 LOWELL AVE STE 130 | OVERLAND PARK | KS | 66210 | N/A | SO I | ONGOING OPERATIONAL SUPPORT | $2,882,500 | |||||
| NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY | ||||||||||||
| 3939 GENTILLY BLVD | NEW ORLEANS | LA | 70126 | N/A | PC | IMPLEMENT APDP | $126,500 | |||||
| NEW SCHOOLS FOR ALABAMA | ||||||||||||
| 2 20TH ST N STE 1315 | BIRMINGHAM | AL | 35203 | N/A | PC | SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA | $905,000 | |||||
| NEW YORK INSTITUTE OF TECHNOLOGY | ||||||||||||
| NORTHERN BOULEVARD VALENTINES LN | OLD WESTBURY | NY | 11568 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| NORTH AMERICAN BAPTIST SEMINARY | ||||||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | N/A | PC | GROW APDP; FWE INTEGRATION | $130,450 | |||||
| NORTH CAROLINE STATE UNIVERSITY | ||||||||||||
| NORTH CAROLINA STATE UNIVERSITY | RALEIGH | NC | 276957001 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | HOLLADAY HALL BOX 7001 | ||||
| NORTH CENTRAL COLLEGE | ||||||||||||
| 30 NORTH BRAINARD ST | NAPERVILLE | IL | 60540 | N/A | PC | CHARACTER EDUCATION PROJECT | $629,523 | |||||
| NORTH CENTRAL UNIVERSITY | ||||||||||||
| 910 ELLIOT AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| NORTHWEST NAZARENE UNIVERSITY INC | ||||||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | N/A | PC | IMPLEMENT APDP | $119,000 | |||||
| OHIO NORTHERN UNIVERSITY | ||||||||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $195,000 | |||||
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $645,000 | |||||
| PALM BEACH ATLANTIC UNIVERSITY INC | ||||||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | N/A | PC | IMPLEMENT APDP | $111,000 | |||||
| PARENT CHOICE INC | ||||||||||||
| 350 BISHOPS WAY STE 104 | BROOKFIELD | WI | 53005 | N/A | SO I | OPERATING EXPENSE | $475,000 | |||||
| PBS FOUNDATION | ||||||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | SO I | DEVELOPMENT OF KEN BURNS FILM | $1,000,000 | |||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | N/A | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $700,000 | |||||
| PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE | ||||||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 947206070 | N/A | PC | SUPPORT GREATER GOOD SCIENCE CENTER | $243,725 | MC 6070 | ||||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||||||
| 4901 EVERGREEN RD | DEARBORN | MI | 48128 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $150,000 | |||||
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $202,500 | |||||
| ROWAN UNIVERSITY FOUNDATION INC | ||||||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $140,000 | |||||
| SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY | ||||||||||||
| 501 E ST JOSEPH ST | RAPID CITY | SD | 57701 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $23,739 | |||||
| SOUTHEASTERN UNIVERSITY INC | ||||||||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | N/A | PC | GROW APDP; FWE INTEGRATION | $702,250 | |||||
| ST AUGUSTINE PREPARATORY ACADEMY INC | ||||||||||||
| 2607 S 5TH STREET | MILWAUKEE | WI | 53207 | N/A | PC | OPERATING EXPENSES | $25,000 | |||||
| ST LOUIS UNIVERSITY | ||||||||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| TEACH FOR AMERICA INC | ||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | OPERATING EXPENSES | $375,000 | |||||
| TENNESSEE TECHNOLOGICAL UNIVERSITY | ||||||||||||
| 1 WILLIAM L JONES DR | COOKEVILLE | TN | 38505 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | ||||||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL | $112,580 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||||||
| PRESIDENTS OFFICE MC-346 506 S | CHAMPAIGN | IL | 61801 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $735,000 | WRIGHT ST | ||||
| THE CEDARVILLE UNIVERSITY | ||||||||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | N/A | PC | IMPLEMENT APDP | $171,000 | |||||
| THE CITADEL THE MILITARY COLLEGE OF SOUTH CAROLINA | ||||||||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 294090001 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $45,000 | |||||
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK | $8,100,000 | |||||
| THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA | ||||||||||||
| 101 E 13TH ST | HOLLAND | MI | 49423 | N/A | PC | IMPLEMENT APDP | $57,553 | |||||
| TRINITY BIBLE COLLEGE AND GRADUATE SCHOOL | ||||||||||||
| 50 SIXTH AVE S | ELLENDALE | ND | 58436 | N/A | PC | FWE INTEGRATION | $4,500 | |||||
| UNION UNIVERSITY | ||||||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | N/A | PC | IMPLEMENT APDP; FWE INTEGRATION | $46,000 | |||||
| UNIVERSITY OF DAYTON | ||||||||||||
| 300 COLLEGE PARK | DAYTON | OH | 454690238 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $50,000 | |||||
| UNIVERSITY OF DENVER | ||||||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| UNIVERSITY OF MISSOURI | ||||||||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | N/A | GOV | SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC); EMBEDDING EM INSTITUTIONALLY | $164,209 | |||||
| UNIVERSITY OF MOUNT UNION | ||||||||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $10,000 | |||||
| UNIVERSITY OF NEW HAVEN | ||||||||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 275997431 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $381,000 | |||||
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||||||||
| OFFICE OF RESEARCH AND SPONSORED | CEDAR FALLS | IA | 506140394 | N/A | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $645,000 | PROGRAMS 213 EAST BARTLETT HALL | ||||
| UNIVERSITY OF NORTHWESTERN-ST PAUL | ||||||||||||
| 3003 SNELLING AVE N | ST PAUL | MN | 55113 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||||||
| 216 HESBURGH CENTER | NOTRE DAME | IN | 46556 | N/A | PC | TO FACILITATE THE CULTIVATION OF CHARACTER IN EDUCATION ACROSS DIVERSE FIELDS | $500,000 | |||||
| UNIVERSITY OF PORTLAND | ||||||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $145,500 | |||||
| UNIVERSITY OF SAN DIEGO | ||||||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| UNIVERSITY OF ST THOMAS | ||||||||||||
| 2115 SUMMIT AVENUE | SAINT PAUL | MN | 55105 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| UNIVERSITY OF TOLEDO | ||||||||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| UNIVERSITY OF WEST ALABAMA FOUNDATION | ||||||||||||
| STATION 200 | LIVINGSTON | AL | 35470 | N/A | PC | TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL | $887,000 | |||||
| UPLIFT EDUCATION | ||||||||||||
| 3000 PEGASUS PARK DRIVE STE 1100 | DALLAS | TX | 75247 | N/A | PC | TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE | $353,000 | |||||
| UW-PLATTEVILLE FOUNDATION INC | ||||||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $305,000 | |||||
| VANDERBILT UNIVERSITY | ||||||||||||
| 110 MAGNOLIA CIRCLE | NASHVILLE | TN | 37203 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| VILLANOVA UNIVERSITY | ||||||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 190851603 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| WAKE FOREST UNIVERSITY | ||||||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | N/A | PC | TO SUPPORT THE PLACEMENT OF 1 POST-DOC FOR 2 YEARS; EMBEDDING EM INSTITUTIONALLY | $2,217,280 | |||||
| WELCH COLLEGE | ||||||||||||
| 1045 BISON TR | GALLATIN | TN | 37066 | N/A | PC | IMPLEMENT APDP; FWE INTEGRATION | $166,000 | |||||
| WESLEYAN CHURCH CORPORATION | ||||||||||||
| PO BOX 50434 | INDIANAPOLIS | IN | 46250 | N/A | PC | IMPLEMENT APDP | $99,550 | |||||
| WESTERN NEW ENGLAND UNIVERSITY | ||||||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $45,000 | |||||
| WGU ADVANCEMENT | ||||||||||||
| 4001 S 700 EAST 700 | SALT LAKE CITY | UT | 84107 | N/A | SO III FI | SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING | $1,014,000 | |||||
| WICHITA STATE UNIVERSITY | ||||||||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | |||||
| WILLIAM JESSUP UNIVERSITY | ||||||||||||
| 2121 UNIVERSITY AVENUE | ROCKLIN | CA | 95765 | N/A | PC | FWE INTEGRATION | $2,250 | |||||
| WISCONSIN INSTITUTE FOR LAW & LIBERTY INC | ||||||||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | N/A | PC | OPERATING EXPENSES | $500,000 | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| 100 INSTITUTE ROAD WASHBURN 216 C | WORCESTER | MA | 01609 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |||||
| YERKES FUTURE FOUNDATION INC | ||||||||||||
| 373 W GENEVA ST | WILLIAMS BAY | WI | 53191 | N/A | PC | BUILD PROGRAM CAPACITY | $500,000 | |||||
| YES EVERY KID FOUNDATION | ||||||||||||
| 1320 N COURTHOUSE RD STE 400 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT FUTURE IMPLEMENTATION STRATEGY | $182,000 | |||||
| YORK COLLEGE PENNSYLVANIA | ||||||||||||
| 441 COUNTRY CLUB RD | YORK | PA | 17403 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,002,017 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES | ||||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | N/A | PC | SUPPORT FOR THE CLTE | $600,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| ASU FOUNDATION FOR A NEW AMERICAN | TEMPE | AZ | 85281 | N/A | PC | IMPLEMENTING PRINCIPLED INNOVATION AS THE 9TH DESIGN PRINCIPLE AT ASU; EMBEDDING EM INSTITUTIONALLY | $21,600,000 | UNIVERSITY 300 E UNIVERSITY DR |
| BES INC | ||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | N/A | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $1,390,000 | |
| BIOLA UNIVERSITY INC | ||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | N/A | PC | GROW APDP; FWE INTEGRATION | $66,294 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 024673800 | N/A | PC | SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) | $100,000 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | ||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | N/A | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $1,778,389 | |
| CALIFORNIA BAPTIST UNIVERSITY | ||||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | N/A | PC | IMPLEMENT APDP | $84,000 | |
| CENTER FOR URBAN TEACHING INC | ||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $516,384 | |
| CHARACTER LAB INC | ||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | N/A | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $332,100 | |
| DUKE UNIVERSITY | ||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | N/A | PC | IMPLEMENT APDP; EMBEDDING EM INSTITUTIONALLY | $285,000 | |
| FLORIDA GULF COAST UNIVERSITY FOUNDATION INC | ||||||||
| 10501 FGCU BOULEVARD SOUTH | FORT MYERS | FL | 33965 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | PC | CAPACITY BUILDING | $250,000 | |
| FRESNO PACIFIC UNIVERSITY | ||||||||
| 1717 S CHESTNUT AVE | FRESNO | CA | 93702 | N/A | PC | IMPLEMENT APDP | $137,750 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2121 STREET NW | WASHINGTON | DC | 20052 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $524,000 | |
| GORDON COLLEGE | ||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 019841899 | N/A | PC | IMPLEMENT APDP; FWE INTEGRATION | $114,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | N/A | PC | IMPLEMENT APDP; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION; EMBEDDING EM INSTITUTIONALLY; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION | $1,716,000 | |
| GREATHEARTS FOUNDATION | ||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | N/A | SO I | SUPPORT THE EXPANSION OF THE GREAT HEARTS SCHOOL NETWORK; SUPPORT THE VIRTUE LEADERSHIP PROGRAM | $9,500,000 | |
| IN MEDIAS RES | ||||||||
| 3 UNIVERSITY CIR | CHARLOTTESVILLE | VA | 229031801 | N/A | PC | SUPPORT FOUR ONGOING INITIATIVES | $967,989 | |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | N/A | PC | FWE INTEGRATION | $939,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | N/A | PC | OPERATING EXPENSES | $250,000 | |
| JAMES MADISON UNIVERSITY FOUNDATION INC | ||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $60,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | N/A | PC | ENHANCE CHARACTER EDUCATION THROUGHOUT THE PRINCIPAL PREPARATION PROGRAM; IMPLEMENT APDP; IMPLEMENTATION OF FLOW PRINCIPLES INTO THEOLOGICAL EDUCATION; FWE INTEGRATION | $667,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | N/A | PC | SUPPORT STEERING COMMITTEE FOR THE REFORMATION OF HIGHER EDUCATION BOARDS | $300,000 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 523033109 | N/A | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY | $1,000,000 | |
| MONTANA STATE UNIVERSITY | ||||||||
| CULBERTSON HALL 100 | BOZEMAN | MT | 59717 | N/A | GOV | EMBEDDING EM INSTITUTIONALLY | $98,000 | |
| MTF FUND | ||||||||
| 10901 LOWELL AVE STE 130 | OVERLAND PARK | KS | 66210 | N/A | SO I | ONGOING OPERATIONAL SUPPORT | $45,306,200 | |
| NEW SCHOOLS FOR ALABAMA | ||||||||
| 2 20TH ST N STE 1315 | BIRMINGHAM | AL | 35203 | N/A | PC | SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA | $450,000 | |
| NORTHWEST NAZARENE UNIVERSITY INC | ||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | N/A | PC | IMPLEMENT APDP | $185,000 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $1,390,000 | |
| PARENT CHOICE INC | ||||||||
| 350 BISHOPS WAY STE 104 | BROOKFIELD | WI | 53005 | N/A | SO I | OPERATING EXPENSE | $775,000 | |
| PBS FOUNDATION | ||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | SO I | DEVELOPMENT OF KEN BURNS FILM | $6,500,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | N/A | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $680,500 | |
| ROWAN UNIVERSITY FOUNDATION INC | ||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $200,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | OPERATING EXPENSES | $175,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL | $8,702,520 | |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| PRESIDENTS OFFICE MC-346 506 S | CHAMPAIGN | IL | 61801 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $470,000 | WRIGHT ST |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK | $42,500,000 | |
| THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA | ||||||||
| 101 E 13TH ST | HOLLAND | MI | 49423 | N/A | PC | IMPLEMENT APDP | $376,962 | |
| UNION UNIVERSITY | ||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | N/A | PC | IMPLEMENT APDP; FWE INTEGRATION | $40,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | N/A | GOV | SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC); EMBEDDING EM INSTITUTIONALLY | $141,943 | |
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||||
| OFFICE OF RESEARCH AND SPONSORED | CEDAR FALLS | IA | 506140394 | N/A | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $643,000 | PROGRAMS 213 EAST BARTLETT HALL |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 216 HESBURGH CENTER | NOTRE DAME | IN | 46556 | N/A | PC | TO FACILITATE THE CULTIVATION OF CHARACTER IN EDUCATION ACROSS DIVERSE FIELDS | $1,000,000 | |
| UW-PLATTEVILLE FOUNDATION INC | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | N/A | PC | EMBEDDING EM INSTITUTIONALLY | $112,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | N/A | PC | TO SUPPORT THE PLACEMENT OF 1 POST-DOC FOR 2 YEARS; EMBEDDING EM INSTITUTIONALLY | $4,393,000 | |
| WESLEYAN CHURCH CORPORATION | ||||||||
| PO BOX 50434 | INDIANAPOLIS | IN | 46250 | N/A | PC | IMPLEMENT APDP | $99,550 | |
| WGU ADVANCEMENT | ||||||||
| 4001 S 700 EAST 700 | SALT LAKE CITY | UT | 84107 | N/A | SO III FI | SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING | $1,572,415 | |
| WISCONSIN INSTITUTE FOR LAW & LIBERTY INC | ||||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | N/A | PC | OPERATING EXPENSES | $500,000 | |
| YES EVERY KID FOUNDATION | ||||||||
| 1320 N COURTHOUSE RD STE 400 | ARLINGTON | VA | 22201 | N/A | PC | TO SUPPORT FUTURE IMPLEMENTATION STRATEGY | $302,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $159,816,496 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,707,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,214,516 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | -$87,564 | 14 | $8,603,858 | |
| PRIOR YEAR GRANT REFUND | $43,171 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$87,564 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,526,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $43,171 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,481,969 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | PRIOR YEAR GRANT REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D KERN PRIVATE REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,723,335 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INTERESTS IN MULTIPLE INVESTMENT FUNDS | NoncashPropertyDesc |
| Fair Market Value | $150,723,335 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY | CategoryTxt |
| Amt | $44,624 | Amt |
| Net Investment Income | $22,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,312 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LORD ABBETT HIGH YIELD FUND | $10,225,443 | $10,225,443 |
| BAIRD ADVISORS | $76,107,904 | $76,107,904 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMI INTERNATIONAL | $39,689,961 | $39,689,961 |
| FIDUCIARY MANAGEMENT | $65,928,398 | $65,928,398 |
| EUROPACIFIC GROWTH FUND | $34,400,802 | $34,400,802 |
| ACADIAN ASSET MANAGEMENT | $43,378,430 | $43,378,430 |
| SBH SMALL CAP CORE FUND | $10,486,295 | $10,486,295 |
| VANGUARD S&P 500 INDEX | $66,872,083 | $66,872,083 |
| FRED ALGER | $67,900,528 | $67,900,528 |
| ISHARES MSCI EAFE INTL INDEX FUND | $30,825,395 | $30,825,395 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGELO GORDON ENERGY | FMV | $720,274 | $720,274 |
| CRESCENT PRIVATE CREDIT PARTNERS | FMV | $15,068,102 | $15,068,102 |
| SUMMIT PARTNERS CREDIT | FMV | $12,994,677 | $12,994,677 |
| RREEF INSTITUTIONAL | FMV | $16,802,032 | $16,802,032 |
| PARAMETRIC | FMV | $47,427,789 | $47,427,789 |
| PRISA III | FMV | $34,021,838 | $34,021,838 |
| PORTFOLIO ADVISORS | FMV | $4,671,089 | $4,671,089 |
| NIS | FMV | $30,508,794 | $30,508,794 |
| CLAIRION LION PROPERTIES FUND | FMV | $21,091,807 | $21,091,807 |
| ABERDEEN PRIVATE EQUITY | FMV | $113,655,284 | $113,655,284 |
| PRUDENTIAL CAPITAL PARTNERS | FMV | $36,695,479 | $36,695,479 |
| PIMCO TACTICAL OPPORTUNITIES | FMV | $37,486,311 | $37,486,311 |
| ARTEMIS REAL ESTATE PARTNERS | FMV | $2,733,730 | $2,733,730 |
| CCMP CAPITAL INVESTORS | FMV | $10,132,901 | $10,132,901 |
| PENNYBACKER VI LP | FMV | $942,085 | $942,085 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BLICK ROTHENBERG | $14,921 | $0 | $14,921 |
| C3 LEGAL | $3,604 | $0 | $3,604 |
| QUARLES & BRADY | $88,049 | $0 | $87,677 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $7,602 | $0 | $7,602 |
| COMPUTER TECHNOLOGY | $62,835 | $0 | $62,835 |
| DUES & SUBSCRIPTIONS | $8,970 | $0 | $8,970 |
| FURNITURE | $18,666 | $0 | $18,666 |
| RECRUITMENT EXPENSES | $769 | $0 | $769 |
| MEMORIALS/MISC | $2,588 | $0 | $2,588 |
| OFFICE SUPPLIES | $10,200 | $0 | $10,200 |
| POSTAGE & DELIVERY | $421 | $0 | $421 |
| KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) | $624,750 | $0 | $624,750 |
| KEEN FACULTY DEVELOPMENT (DCA) | $1,255,732 | $0 | $1,255,732 |
| FRANKLINCOVEY CLIENT SALES INC. (DCA) | $11,750,000 | $0 | $11,750,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $8,516,294 | $8,603,858 | $8,516,294 |
| PRIOR YEAR GRANT REFUND | $43,171 | $43,171 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $64,233,805 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (38 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AARON JAGDFELD - INVESTMENT CONSULTING | $1,000 | $1,000 | $0 |
| ACADIAN - INVESTMENT ADVISORY SERVICES | $139,161 | $139,161 | $0 |
| ARTEMIS - INVESTMENT CONSULTING | $378,534 | $378,534 | $0 |
| BANK OF AMERICA - CUSTODY SERVICES | $70,499 | $70,499 | $0 |
| BETH JONES - CONSULTING | $5,000 | $0 | $5,000 |
| BETTER PARTNERS, LLC - CONSULTING | $1,013 | $0 | $1,013 |
| BRENT PETERSON - CONSULTING | $5,000 | $0 | $5,000 |
| BRENT WATERS - CONSULTING | $5,000 | $0 | $5,000 |
| CHARLES E. SELF - CONSULTING | $11,000 | $0 | $11,000 |
| CHRISTINA LAKE - CONSULTING | $5,000 | $0 | $5,000 |
| CLARION LION - INVESTMENT ADVISORY SERVICES | $235,089 | $235,089 | $0 |
| EDDY SHIGLEY - CONSULTING | $8,000 | $0 | $8,000 |
| FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES | $317,304 | $317,304 | $0 |
| FRED ALGER - INVESTMENT ADVISORY SERVICES | $317,863 | $317,863 | $0 |
| GARY LATO - INVESTMENT CONSULTING | $2,000 | $2,000 | $0 |
| GREG HENSON - CONSULTING | $6,000 | $0 | $6,000 |
| JASON HILES - CONSULTING | $5,500 | $0 | $5,500 |
| JEANNINE BROWN - CONSULTING | $2,500 | $0 | $2,500 |
| JENNIFER GRAFFIUS - CONSULTING | $12,000 | $0 | $12,000 |
| JONATHAN GRENZ - CONSULTING | $5,500 | $0 | $5,500 |
| MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES | $204,000 | $204,000 | $0 |
| NATHAN HELLING - CONSULTING | $5,500 | $0 | $5,500 |
| NIS - INVESTMENT ADVISORY SERVICES | $198,948 | $198,948 | $0 |
| OFI GLOBAL - INVESTMENT ADVISORY SERVICES | $214,643 | $214,643 | $0 |
| PARAMETRIC - INVESTMENT ADVISORY SERVICES | $149,449 | $149,449 | $0 |
| PENNYBACKER - INVESTMENT ADVISORY SERVICES | $224,384 | $224,384 | $0 |
| PIMCO - INVESTMENT CONSULTING | $348,460 | $348,460 | $0 |
| PRISA III - INVESTMENT ADVISORY SERVICES | $543,126 | $543,126 | $0 |
| PRUDENTIAL REAL ESTATE - INVESTMENT ADVISORY SERVICES | $296,369 | $296,369 | $0 |
| RREEF - INVESTMENT ADVISORY SERVICES | $157,767 | $157,767 | $0 |
| SARAH ESTELLE - CONSULTING | $5,000 | $0 | $5,000 |
| SEVENSIDED CONSULTING | $6,750 | $0 | $6,750 |
| SHARON KOENINGS - CONSULTING | $28,000 | $0 | $28,000 |
| W. JAY MOON | $5,000 | $0 | $5,000 |
| WARREN PIERSON - INVESTMENT CONSULTING | $2,000 | $2,000 | $0 |
| GAIL HANSON - INVESTMENT CONSULTING | $500 | $500 | $0 |
| MILLWHEEL - CONSULTING | $5,000 | $0 | $5,000 |
| LEESON COMMUNICATIONS - CONSULTING | $700 | $0 | $700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAYMENT | $833,316 | $0 | $0 |
| FOREIGN TAXES | $200,277 | $200,277 | $0 |