LIFESTANCE HEALTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIFESTANCE HEALTH FOUNDATION (EIN 87-1039909)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349107784
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T17:24:57-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST THOMAS ROAD SUITE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871039909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFESTANCE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 2025084645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 N SCOTTSDALE RD 6000 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN GOUK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2025084645 | PhoneNum |
| Signature | 2024-11-14 | 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 | MELISSA HANGSLEBEN | PreparerPersonNm |
| PTIN | P02087031 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,004,643 | 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 |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,610 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,266 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,633 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,633 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $819 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,062 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $669,167 | CashBOYAmt |
| Cash EOY | $534,643 | CashEOYAmt |
| Cash EOYFMV | $534,643 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,760,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,470,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,470,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,429,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,004,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,004,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,429,167 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,004,643 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,429,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,004,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,429,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,004,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,429,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,294,643 | SubtotalAmt |
| Other Decreases | $2,290,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,004,643 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | LIFESTANCE.COM/THE-FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN GOUK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025084645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 N SCOTTSDALE RD 6000 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL LESTER | |||||||||
| 4800 NORTH SCOTTSDALE ROAD SUITE | 6000 | SCOTTSDALE | AZ | 85251 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WARREN GOUK | |||||||||
| 4800 NORTH SCOTTSDALE ROAD SUITE | 6000 | SCOTTSDALE | AZ | 85251 | TREASURER | 1.00 | $0 | $0 | $0 |
| RYAN PARDO | |||||||||
| 4800 NORTH SCOTTSDALE ROAD SUITE | 6000 | SCOTTSDALE | AZ | 85251 | SECRETARY | 1.00 | $0 | $0 | $0 |
| FELICIA GORCYCA | |||||||||
| 4800 NORTH SCOTTSDALE ROAD SUITE | 6000 | SCOTTSDALE | AZ | 85251 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANISHA PATEL-DUNN | |||||||||
| 4800 NORTH SCOTTSDALE ROAD SUITE | 6000 | SCOTTSDALE | AZ | 85251 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GWEN BOOTH | |||||||||
| 4800 NORTH SCOTTSDALE ROAD SUITE | 6000 | SCOTTSDALE | AZ | 85251 | EXECUTIVE DIRECTOR | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,570,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $621,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,191,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,191,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,129,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,456 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $206,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $74,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $74,323 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $74,323 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,671 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARREN GOUK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 NORTH SCOTTSDALE ROAD SUITE | AddressLine1Txt |
| Address Line2 | 6000 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2025084645 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION WILL ENGAGE IN A PRE-GRANT INQUIRY OF EACH PROSPECTIVE RECIPIENT, AS WELL AS REQUIRE GRANT PROPOSALS FROM ORGANIZATIONS SEEKING GRANTS ABOVE A CERTAIN DOLLAR THRESHOLD. IN SELECTING GRANT RECIPIENTS, THE FOUNDATION WILL TAKE INTO ACCOUNT EACH PROSPECTIVE RECIPIENT'S FINANCIAL STATUS AND NEED, TAX-EXEMPT STATUS, MISSION, EXEMPT ACTIVITIES, AND ABILITY TO ACCOMPLISH THE PURPOSES FOR WHICH THE GRANT WOULD BE PROVIDED. GRANT RECIPIENTS WILL BE REQUIRED TO SUBMIT FISCAL AND NARRATIVE REPORTS ON THE USE OF GRANTS ON A REGULAR BASIS FROM THE DATE OF THE DISTRIBUTION UNTIL SUCH TIME AS THE GRANT HAS BEEN FULLY EXPENDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WILL PROVIDE GRANTS AND SUPPORT TO ORGANIZATIONS FOR CHARITABLE OR EDUCATIONAL PURPOSES. IN THE EVENT THE FOUNDATION LEARNS THAT A GRANT HAS BEEN MADE OR USED FOR PURPOSES INCONSISTENT WITH THE FOUNDATION'S REQUIREMENTS AND/OR EXEMPT PURPOSES, THE FOUNDATION WILL TAKE REMEDIAL ACTION, WHICH MAY INCLUDE REQUIRING THAT THE RECIPIENT ORGANIZATION RETURN THE GRANT AND WITHHOLDING ANY FURTHER GRANT PAYMENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 MILE CLUB | |||||||
| 2191 FIFTH STREET SUITE 211 | NORCO | CA | 92860 | PC | GENERAL OPERATIONS | $450 | |
| ACMNP - A CHRISTIAN MINISTRY IN THE NATIONAL PARKS | |||||||
| 9250 E COSTILLA AVE SUITE 203 | GREENWOOD VILLAGE | CO | 80112 | PC | GENERAL OPERATIONS | $450 | |
| ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET 15TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $450 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $450 | |
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | PC | GENERAL OPERATIONS | $450 | 200 |
| AMERICAN CLEFT PALATE-CRANIOFACIAL ASSOCIATION | |||||||
| 1504 EAST FRANKLIN STREET SUITE 102 | CHAPEL HILL | NC | 27514 | PC | GENERAL OPERATIONS | $450 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATIONS | $69,900 | |
| AMERICAN PSYCHOSOCIAL ONCOLOGY SOCIETY | |||||||
| 5034A THOROUGHBRED LANE | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATIONS | $450 | |
| ASCENT HEALTH INC | |||||||
| 502 N 2ND STREET | MONROE | LA | 71201 | PC | GENERAL OPERATIONS | $450 | |
| ASPIRE OF ILLINOIS | |||||||
| 1815 S WOLF ROAD | HILLSIDE | IL | 60162 | PC | GENERAL OPERATIONS | $450 | |
| BATTERED WOMEN'S FOUNDATION | |||||||
| 4166 WILLMAN AVENUE | NORTH RICHLAND HILLS | TX | 76180 | PC | GENERAL OPERATIONS | $450 | |
| BAY AREA CANCER CONNECTIONS | |||||||
| 2335 EL CAMINO REAL | PALO ALTO | CA | 94306 | PC | GENERAL OPERATIONS | $450 | |
| BAYADA HOME HEALTH CARE INC | |||||||
| 4300 HADDONFIELD ROAD | PENNSAUKEN | NJ | 08109 | PC | GENERAL OPERATIONS | $450 | |
| BRANDYWINE VALLEY | |||||||
| 1212 PHOENIXVILLE PIKE | WEST CHESTER | PA | 19380 | PC | GENERAL OPERATIONS | $450 | |
| BRYSON FOUNDATION AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | PC | GENERAL OPERATIONS | $450 | |
| CASTING FOR RECOVERY | |||||||
| 109 EAST OAK ST STE 1G | BOZEMAN | MT | 59715 | PC | GENERAL OPERATIONS | $450 | |
| CENTRALLY HUMAN INC | |||||||
| 65 WEST JACKSON BLVD SUITE 116 | CHICAGO | IL | 60604 | PC | GENERAL OPERATIONS | $450 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATIONS | $450 | |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $450 | |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | PC | GENERAL OPERATIONS | $450 | |
| CRIS | |||||||
| 1925 E DUBLIN-GRANVILLE RD STE 100 | COLUMBUS | OH | 43229 | PC | GENERAL OPERATIONS | $450 | |
| DBSA | |||||||
| 55 E JACKSON 490 | CHICAGO | IL | 60604 | PC | GENERAL OPERATIONS | $450 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL OPERATIONS | $450 | |
| FAMILIES FOR FAMILIES | |||||||
| 431 LINCOLN AVENUE | WYCKOFF | NJ | 07481 | PC | GENERAL OPERATIONS | $450 | |
| FEED MY STARVING CHILD | |||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PC | GENERAL OPERATIONS | $450 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | PC | GENERAL OPERATIONS | $450 | |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PKWY SUITE 410 | ROCKVILL | MD | 20852 | PC | GENERAL OPERATIONS | $450 | |
| FIVE ACRES | |||||||
| 760 WEST MOUNTAIN VIEW STREET | ALTADENA | CA | 91001 | PC | GENERAL OPERATIONS | $450 | |
| FRIENDS OF THE MANCHESTER MOUNTED PATROL | |||||||
| 405 VALLEY ST | MANCHESTER | NH | 03103 | PC | GENERAL OPERATIONS | $450 | |
| GIRL UP | |||||||
| 5662 CALLE REAL 123 | GOLETA | CA | 93117 | PC | GENERAL OPERATIONS | $450 | |
| HAKOMI INSTITUTE-SOMATIC PSYCHOLOGY MINDFULNESS CENTERED | |||||||
| PO BOX 1873 | BOULDER | CO | 80306 | PC | GENERAL OPERATIONS | $450 | |
| HAPPY CATS HAVEN INC | |||||||
| 327 MANITOU AVENUE | MANITOU SPRINGS | CO | 80829 | PC | GENERAL OPERATIONS | $450 | |
| HAPPY HOLLOW CHILDREN'S CAMP | |||||||
| 615 N ALABAMA ST SUITE 134 | INDIANAPOLIS | IN | 46204 | PC | GENERAL OPERATIONS | $450 | |
| HEALTHRIGHT 360 | |||||||
| 1563 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATIONS | $450 | |
| HIGHLANDER RESEARCH | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | PC | GENERAL OPERATIONS | $450 | |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | PC | GENERAL OPERATIONS | $450 | |
| HOMELESS INTERVENTION OF OC | |||||||
| PO BOX 1293 | PLACENTIA | CA | 92871 | PC | GENERAL OPERATIONS | $450 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | GENERAL OPERATIONS | $450 | |
| HUMAN ANIMAL BOND RESEARCH INSTITUTE | |||||||
| 1310 L ST NW SUITE 860 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $450 | |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | PC | GENERAL OPERATIONS | $450 | |
| ITALIAN HOME FOR CHILD | |||||||
| 1125 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATIONS | $450 | |
| JEWISH FEDERATION OF SAN DIEGO COUNTY | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | PC | GENERAL OPERATIONS | $450 | |
| LEE INITIATIVE | |||||||
| 613 W MAGNOLIA AVENUE | LOUISVILLE | KY | 40222 | PC | GENERAL OPERATIONS | $450 | |
| LOS ANGELES LGBT CENTER | |||||||
| 1118 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | PC | GENERAL OPERATIONS | $450 | |
| LOST-N-FOUND YOUTH ATLANTA | |||||||
| 2585 CHANTILLY DRIVE | ATLANTA | GA | 30324 | PC | GENERAL OPERATIONS | $450 | |
| MANCHESTER ASSOCIATION OF POLICE COMFORT DOGS | |||||||
| 405 VALLEY STREET | MANCHESTER | NH | 03103 | PC | GENERAL OPERATIONS | $450 | |
| MATERNAL MENTAL HEALTH NOW | |||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | PC | GENERAL OPERATIONS | $450 | |
| MENTAL HEALTH ASSOCIATION IN DELAWARE | |||||||
| 100 W 10TH ST SUITE 600 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATIONS | $450 | |
| MUSEUM OF ART FORT COLLINS | |||||||
| 201 S COLLEGE AVE SUITE 101 | FORT COLLINS | CO | 80524 | PC | GENERAL OPERATIONS | $450 | |
| NAACP EMPOWERMENT PROGRAMS | |||||||
| 4805 MOUNT HOPE DR | BALTIMORE | MD | 21215 | PC | GENERAL OPERATIONS | $450 | |
| NAMI MASSACHUSETTS | |||||||
| 331 MONTVALE AVENUE SUITE 200 | WOBURN | MA | 01801 | PC | GENERAL OPERATIONS | $450 | |
| NAMI OHIO | |||||||
| 1225 DUBLIN RD SUITE 210 | COLUMBUS | OH | 43215 | PC | GENERAL OPERATIONS | $450 | |
| NATIONAL COALITION AGAINST DOMESTIC VIOLENCE | |||||||
| 600 GRANT SUITE 750 | DENVER | CO | 80203 | PC | GENERAL OPERATIONS | $450 | |
| NATIONAL EATING DISORDERS ASSOCIATION | |||||||
| 3308 PRESTON ROAD SUITE 350-111 | PLANO | TX | 75093 | PC | GENERAL OPERATIONS | $450 | |
| NEABPD (NATIONAL EDUCATION ALLIANCE FOR BORDERLINE PERSONALITY DISORDER) | |||||||
| 52 WHITE BEECHES DRIVE | TOWNSHIP OF WASHINGTON | NJ | 07676 | PC | GENERAL OPERATIONS | $450 | |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | PC | GENERAL OPERATIONS | $450 | |
| NEW HOPE FOR KIDS | |||||||
| 544 MAYO AVE | MAITLAND | FL | 32751 | PC | GENERAL OPERATIONS | $450 | |
| NO KID HUNGRYSHARE OUR STRENGTH | |||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | PC | GENERAL OPERATIONS | $450 | |
| NORTH SHORE ANIMAL LEAGUE AMERICA | |||||||
| 16 LEWYT ST | PORT WASHINGTON | NY | 11050 | PC | GENERAL OPERATIONS | $450 | |
| NORTHERN OHIO RECOVERY ASSOCIATION | |||||||
| 1400 EAST 55TH STREET | CLEVELAND | OH | 44103 | PC | GENERAL OPERATIONS | $450 | |
| NOT ONE MORE VET INC | |||||||
| PO BOX 426656 | SAN FRANCISCO | CA | 94142 | PC | GENERAL OPERATIONS | $450 | |
| OHIO STATE UNIVERSITY | |||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | PC | GENERAL OPERATIONS | $450 | |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | PC | GENERAL OPERATIONS | $450 | |
| PROVIDENCE ANIMAL CENTER | |||||||
| 555 SANDY BANK ROAD | MEDIA | PA | 19063 | PC | GENERAL OPERATIONS | $450 | |
| RUSSIAN JEWISH COMMUNITY FOUNDATION | |||||||
| 200 WELLS AVENUE | NEWTON | MA | 02459 | PC | GENERAL OPERATIONS | $450 | |
| SAFEHOUSE PROGRESSIVE ALLIANCE FOR NON-VIOLENCE (SPAN) | |||||||
| 835 NORTH STREET | BOULDER | CO | 80304 | PC | GENERAL OPERATIONS | $450 | |
| SALVATION ARMY | |||||||
| PO BOX 60115 | CITY OF INDUSTRY | CA | 91716 | PC | GENERAL OPERATIONS | $450 | |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL OPERATIONS | $450 | |
| SEACOAST OUTRIGHT | |||||||
| 100 CAMPUS DRIVE | PORTSMOUTH | NH | 03801 | PC | GENERAL OPERATIONS | $450 | |
| SOUTHERN POVERTY LAW | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL OPERATIONS | $450 | |
| SPCA INTERNATIONAL | |||||||
| PO BOX 8682 | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $450 | |
| STANDISH HUMANE SOCIETY | |||||||
| PO BOX 634 | DUXBURY | MA | 02331 | PC | GENERAL OPERATIONS | $450 | |
| SURVIVORS OF TORTURE INTERNATIONAL | |||||||
| PO BOX 151240 | SAN DIEGO | CA | 92175 | PC | GENERAL OPERATIONS | $450 | |
| THE BAIL PROJECT INC | |||||||
| PO BOX 102592 | PASADENA | CA | 91189 | PC | GENERAL OPERATIONS | $450 | |
| THE LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | PC | GENERAL OPERATIONS | $450 | |
| THE LOVELAND FOUNDATION INC | |||||||
| 320 7TH AVE 263 | BROOKLYN | NY | 11215 | PC | GENERAL OPERATIONS | $450 | |
| THE NIGHT MINISTRY | |||||||
| 1735 NORTH ASHLAND AVENUE SUITE | CHICAGO | IL | 60622 | PC | GENERAL OPERATIONS | $450 | 2000 |
| THE RIVER CENTER | |||||||
| 9 VOSE FARM RD STE 115 | PETERBOROUGH | NH | 03458 | PC | GENERAL OPERATIONS | $450 | |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | GENERAL OPERATIONS | $450 | |
| TO WRITE LOVE ON HER ARMS | |||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | PC | GENERAL OPERATIONS | $450 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | GENERAL OPERATIONS | $450 | |
| TURNING POINT INC | |||||||
| PO BOX 952 | MONROE | NC | 28111 | PC | GENERAL OPERATIONS | $450 | |
| URBAN PEAK DENVER | |||||||
| 2100 STOUT STREET | DENVER | CO | 80205 | PC | GENERAL OPERATIONS | $450 | |
| VINDEKET | |||||||
| P O BOX 9 | FORT COLLINS | CO | 80522 | PC | GENERAL OPERATIONS | $450 | |
| VOLUNTEERS IN PSYCHOTHERAPY | |||||||
| 7 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | PC | GENERAL OPERATIONS | $450 | |
| WALK WITH SALLY | |||||||
| 840 APOLLO STREET SUITE 324 | EL SEGUNDO | CA | 90245 | PC | GENERAL OPERATIONS | $450 | |
| WAYNE METROPOLITAN COMMUNITY ACTION AGENCY | |||||||
| 7310 WOODWARD AVE SUITE 800 | DETROIT | MI | 48202 | PC | GENERAL OPERATIONS | $450 | |
| WILDLIFE CONSERVATION | |||||||
| PO BOX 96215 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATIONS | $450 | |
| WORLD VISION INTERNATIONAL | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PC | GENERAL OPERATIONS | $450 | |
| YWCA NEW HAMPSHIRE | |||||||
| 72 CONCORD ST | MANCHESTER | NH | 03101 | PC | GENERAL OPERATIONS | $450 | |
| AMERICAN PSYCHIATRIC | |||||||
| 800 MAINE AVENUE SW SUITE 900 | WASHINGTON | DC | 20024 | PC | GENERAL OPERATIONS | $450 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,266 | Amt |
| Net Investment Income | $1,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,633 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDMENT SUMMARY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE RETURN IS BEING AMENDED TO REFLECT CHANGES RESULTING FROM A STOCK CONTRIBUTION THAT WAS INADVERTENTLY OMITTED FROM THE 2021 ORIGINALLY FILED RETURN. CHANGES INCLUDE ADJUSTMENTS TO PART II, COLUMNS B AND C, LINE 10B; PART III, LINE 5 AND PARTS IX, X, AND XI FOR QUALIFYING DISTRIBUTIONS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LIFESTANCE HEALTH GROUP, INC. - 500,000 SHARES | StockNm |
| EOY Book Value | $2,470,000 | EOYBookValueAmt |
| EOYFMV | $2,470,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $19,220 | LegalFeesAmt |
| Net Investment Income | $9,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,610 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $2,290,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,620 | $810 | $810 |
| OFFICE EXPENSES | $18 | $9 | $9 |