LAKESHORE FOUNDATION 04052011: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAKESHORE FOUNDATION 04052011 (EIN 30-6284987)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-14
- IRS object ID
- 202341049349100539
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T19:01:20-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESHORE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DATED APRIL 5 2011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HADLEY G WILLIAMS | InCareOfNm |
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 4153922123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET Suite 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HADLEY WILLIAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5106121207 | PhoneNum |
| Signature | 2023-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HADLEY | PersonFirstNm |
| Person Last | WILLIAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $397,448,876 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,247,694 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,247,694 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,011,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,010,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,131,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,500,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,500,705 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $491,575 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,289 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,882,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,826,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $140,829 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,943 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $46,943 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $125,570 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $52,679 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,226 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,719,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,516,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,020,072 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,618,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,005,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,005,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,025,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,618,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,072,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,142,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,207,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,752 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $146,751,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,338,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,338,142 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $62,424,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,049,289 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $156,512,671 | OtherAssetsBOYAmt |
| Other Assets EOY | $172,068,398 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $277,061,445 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $303,268,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,830,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $397,448,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $303,268,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $293,830,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $303,268,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,830,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $303,268,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,830,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $303,268,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,142,344 | ExcessRevenueOverExpensesAmt |
| Subtotal | $300,125,947 | SubtotalAmt |
| Other Decreases | $6,294,984 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $293,830,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 STCG | P | $135,318 | $135,318 | $135,318 | |
| K-1 LTCG | P | $1,529,770 | $1,529,770 | $1,529,770 | |
| K-1 1231 GAIN | P | $468,066 | $468,066 | $468,066 | |
| K-1 1256 GAIN | P | $152,519 | $152,519 | $152,519 | |
| 28102.924 SH ROUTEONE REDEEMED | P | $34,215,032 | $6,215,032 | $6,215,032 | $28,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,500,705 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183,587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $183,587 | SubtotalAmt |
| Tax Based On Investment Income | $183,587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148,841 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $148,841 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,724 | EsPenaltyAmt |
| Tax Due | $36,470 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HADLEY G WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106121207 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11064 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HADLEY G WILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11064 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEILER LLP | |||||
| 220 MONTGOMERY ST 300 | SAN FRANCISCO | CA | 94104 | ACCOUNTING AND TAX | $85,989 |
| MARY BULETZA | |||||
| PO BOX 730 | POINT PLEASANT | NJ | 08742 | ACCOUNTING AND TAX | $54,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,896,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,517,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $273,529,348 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $407,944,019 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $407,944,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,119,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $401,824,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,091,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,091,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $183,587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $183,587 | TotalTaxAmt |
| Distributable Before Adj | $19,907,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,907,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,907,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,072,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,072,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,907,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,538,632 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,538,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,072,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $18,072,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,538,632 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,538,632 | ExcessDistributionCyovAppCYAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $296,521 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HADLEY G WILLIAMS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11064 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5106121207 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED ELECTRIONICALLY AND INCLUDE PROOF OF IRC 501(C)(3) STATUS. UNSOLICITED GRANT REQUESTS MAY NOT RECEIVE ACKNOWLEDGEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRC SECTION 501(C)(3) DEFINED PURPOSE AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| LEGAL OUTREACH INC | ||||||||
| 36-14 35TH Street | Long Island city | NY | 11106 | PC | GENERAL | $100,000 | ||
| THE BRENNAN CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | PC | GENERAL | $3,000,000 | ||
| THE INNOCENCE PROJECT INC | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | PC | GENERAL | $1,500,000 | ||
| ASIAN IMMIGRANT WOMEN ADVOCATS | ||||||||
| 310 8TH STREET 301 | OAKLAND | CA | 94607 | PC | GENERAL | $100,000 | ||
| CENTER FOR GLOBAL DEVELOPMENT | ||||||||
| 2055 L STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL | $1,000,000 | ||
| ECOLOGICAL DEVELOPMENT FUND | ||||||||
| 25 MT AUBURN STREET SUITE 203 | CAMBRIDGE | MA | 02138 | PC | GENERAL | $100,000 | ||
| ECORISE | ||||||||
| 4900 GONZALES STREET | AUSTIN | TX | 78702 | PC | GENERAL | $150,000 | ||
| ENERGY FOUNDATION | ||||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | PC | GENERAL | $500,000 | ||
| FLORENCE IMMIGRANT & REFUGEES RIGHTS PROJECT | ||||||||
| PO BOX 654 | FLORENCE | AZ | 85132 | PC | GENERAL | $1,500,000 | ||
| GEORGIA INNOCENCE PROJECT | ||||||||
| 2645 N DECATUR RD | DECATUR | GA | 30033 | PC | GENERAL | $500,000 | ||
| IMMIGRANT JUSTICE CORPS | ||||||||
| 17 BATTERY PLACE ST 236 | NEW YORK | NY | 10004 | PC | GENERAL | $1,000,000 | ||
| INNOCENCE PROJECT NEW ORLEANS | ||||||||
| 4051 Ulloa Street | New Orleans | LA | 70119 | PC | GENERAL | $150,000 | ||
| INNOCENCE PROJECT OF FLORIDA INC | ||||||||
| 1100 EAST PARK AVENUE | TALLAHASSEE | FL | 32301 | PC | GENERAL | $100,000 | ||
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 120 TREMONT ST 735 | BOSTON | MA | 02108 | PC | GENERAL | $500,000 | ||
| NORTHERN CALIFORNIA INNOCENCE PROJECT | ||||||||
| 900 LAFAYETTE STREET SUITE 105 | SANTA CLARA | CA | 95050 | PC | GENERAL | $325,000 | ||
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY STREET 5TH FOOR | BOSTON | MA | 02114 | PC | GENERAL | $2,000,000 | ||
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL | $1,000,000 | ||
| TEXAS CIVIL RIGHTS PROJECT | ||||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | PC | GENERAL | $500,000 | ||
| THE LEADERSHIP CONFERENCE EDUCATION FUND | ||||||||
| 1620 L ST NW 1100 | WASHINGTON | DC | 20036 | PC | GENERAL | $2,000,000 | ||
| CENTER FOR INTEGRITY IN FORENSIC SCIENCE | ||||||||
| 33 E MAIN STREET SUITE 460 | MADISON | WI | 53703 | PC | GENERAL | $100,000 | ||
| WASHINGTON INNOCENCE PROJECT | ||||||||
| PO BOX 85110 | SEATTLE | WA | 98145 | PC | GENERAL | $200,000 | ||
| HESPERIAN HEALTH GUIDES | ||||||||
| 1919 ADDISON STREET NO 304 | BERKELEY | CA | 94704 | PC | GENERAL | $300,000 | ||
| Fund For Investigative Foundation | ||||||||
| old chelsea station | NEW YORK | NY | 10113 | PC | GENERAL | $150,000 | PO BOX 1205 | NONE |
| Justice for Migrant Women | ||||||||
| 1907 West State Street 184 | Fremont | OH | 43420 | PC | GENERAL | $100,000 | NONE | |
| GREAT NORTH INNOCENCE PROJECT | ||||||||
| 229 19TH AVENUE SOUTH | MINNEAPOLIS | MN | 55455 | PC | GENERAL | $250,000 | STE 285 | |
| ROCKY MOUNTAIN INNOCENCE CENTER | ||||||||
| 358 SOUTH 700 EAST | SALT LAKE CITY | UT | 84102 | PC | GENERAL | $80,000 | ||
| ALLIANCE FOR SAFETY AND JUSTICE | ||||||||
| 1624 Franklin Street | Oakland | CA | 94612 | PC | GENERAL | $800,000 | 11th Floor | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,005,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,247,694 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $867 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,010,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,631,153 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,500,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PASSTHROUGH INCOME OR LOSSES | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $424,286 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,056,306 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,826,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,882,728 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX FEES | CategoryTxt |
| Amt | $140,829 | Amt |
| Net Investment Income | $46,943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,943 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD | $60,700,000 | $58,581,896 |
| CONSTELLATION SOFTWARE INC | $1,591,112 | $2,322,486 |
| TOPICUS COM INC | $133,311 | $144,907 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROUTE ONE INVESTMENT | $66,328,859 | $28,000,000 | $30,976,971 |
| PRIVATE COMPANY DEBT | $31,445,124 | $61,722,698 | $47,217,864 |
| DIVERSIFIED PARTNERSHIP | $27,238,688 | $50,845,700 | $66,866,610 |
| PRIVATE COMPANY STOCK | $31,500,000 | $31,500,000 | $132,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $6,294,984 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY | $5,945 | $5,945 | |
| 59(E) EXPENSE | $104,313 | -$3,864 | |
| OTHER EXPENSE | $32,895 | $32,895 | |
| OTHER DEDUCTIONS | $1,504,854 | $1,436,369 | |
| CONTRIBUTIONS | $268 | $268 | |
| NONDEDUCTIBLE EXPENSES | $10,769 | ||
| DEPLETION | $23,554 | $9,225 | |
| SECTION 743(B) ADJ | $36,046 | $36,046 | |
| STATE FILING FEE | $560 | $560 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY | $202,378 | $604 |
| RENTAL | -$117,059 | -$47,958 |
| ROYALTIES | $58,615 | $58,615 |
| OTHER PORTFOLIO | $52,057 | $52,057 |
| OTHER INCOME | $287,475 | $3,971 |
| CANCELLATION OF DEBT | $8,109 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $20,000 | Amt |
| Disbursements Charitable Prps | $20,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $12,389 | $146 |
| STATE TAXES | $2,080 | $2,080 |