BROADCOM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROADCOM FOUNDATION (EIN 26-4754581)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349103000
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets 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 | 2023-05-12T12:34:23-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264754581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Broadcom Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA WRONSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | WRONSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $106,177,759 | 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 | $2,505 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $71,321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,321 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,654,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,618,163 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,074,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,771,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $105 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,654,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,689,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $496,178 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $496,178 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $164,917 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $164,917 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $120,062 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $120,062 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,471 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,471 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,065 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $585,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $443,424 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $141,577 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,094 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,141 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $8,141 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $53,970 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,970 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $77,018 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $77,018 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $191,922 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $190,353 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,785,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $451,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,274,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,819,708 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,819,708 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,605,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $451,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,094,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,951,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,238,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,342,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,741,423 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,741,423 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $23,598 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,213 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $23,598 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $23,598 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,317,457 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,546,883 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,213,197 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,284,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,813,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,190,921 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,894,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,758,956 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,980,493 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,787 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,127 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,127 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,863,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,912,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,177,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,863,917 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,912,858 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,863,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,912,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,863,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,912,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,863,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,951,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79 | OtherIncreasesAmt |
| Subtotal | $94,912,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $94,912,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $45,771,059 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,845,132 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,074,073 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,074,073 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,074,073 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,115 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,115 | SubtotalAmt |
| Tax Based On Investment Income | $31,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $29,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,515 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Paula Golden | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Pres | 40.0 | $348,537 | $29,366 | $0 |
| Carl McKinzie | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | dir | 1.0 | $0 | $0 | $0 |
| Henry Samueli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | dir | 1.0 | $0 | $0 | $0 |
| Maria Wronski | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | CFO, Sec | 20.0 | $147,641 | $31,410 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL MCDONALD | ||||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | EXECUTIVE ADMIN | 40.0 | $77,334 | $17,723 | $0 |
| DANA ORSINI | ||||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | SR COMMUNICATION MGR | 20.0 | $63,559 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Covington Capital Management | |||||
| 601 South Figueroa St Ste 2000 | Los Angeles | CA | 900175726 | Investment Mgmt | $391,985 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $96,400 |
| LITCO | |||||
| 2422 Guthrie Court | Los Angeles | CA | 90034 | DESIGN | $53,270 |
| 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 | $100,250,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,419,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,670,025 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,670,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,660,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,009,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,450,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,450,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,115 | TotalTaxAmt |
| Distributable Before Adj | $5,419,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $79 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,419,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,419,463 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,094,460 | 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 | $6,094,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,419,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,611,325 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $6,094,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,611,325 | AppliedToYear1Amt |
| Applied To Current Year | $483,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,936,328 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF SCIENCE OF ST LOUIS | |||||||||||||
| 5050 OAKLAND AVE | SAINT LOUIS | MO | 63110 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| ALABAMA ACADEMY OF SCIENCE | |||||||||||||
| 75 S UNIV BLVD STE S 1000 | MOBILE | AL | 36688 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| ALAMEDA COUNTY SCIENCE AND ENGINEERING FAIR ASSOCI | |||||||||||||
| 691 THORNHILL RD | DANVILLE | CA | 94526 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| ALASKA SCIENCE AND ENGINEERING FAIR INCORPORATED | |||||||||||||
| PO BOX 240222 | ANCHORAGE | AK | 99524 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $1,500 | ||||||
| AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC | |||||||||||||
| 8 W 40TH ST 8TH FL | NEW YORK | NY | 10018 | N/A | PC | to develop and enhance a FABlab in TAU's designated space of the broadcom building under the direction of dean yossi rosenwaks | $75,000 | ||||||
| ARIZONA SCIENCE CENTER | |||||||||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| AUSTIN SCIENCE EDUCATION FOUNDATION | |||||||||||||
| 704 W GIBSON ST | AUSTIN | TX | 78704 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| BAY AREA DISCOVERY MUSEUM | |||||||||||||
| 557 MCREYNOLDS RD | SAUSALITO | CA | 94965 | N/A | PC | Outreach: Mobile STEM Education "try it truck" for bay area children | $10,000 | ||||||
| BERGEN COUNTY ACADEMIES | |||||||||||||
| 200 HACKENSACK AVE | HACKENSACK | NJ | 07601 | N/A | GOV | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| BIBLIOTECA PUBLICA DE SAN MIGUEL DE ALLENDE A C | |||||||||||||
| 220 N ZAPATA HWY STE 11 | LAREDO | TX | 78043 | N/A | PC | Code Club collaboration with UCI, RPF & Biblioteca on behalf of the children in sma. expansion of the Spanish speaking pilot at el sol school in Santa Ana, California. | $15,000 | ||||||
| BLACK GIRLS CODE INC | |||||||||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | Silicon Valley Academy - Code Club Development | $20,000 | ||||||
| BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC | |||||||||||||
| 533 TOWER RD | ITHACA | NY | 14853 | N/A | PC | Zimbabwe Science Huskers STEM Festival and Broadcom coding with commitment award | $10,000 | ||||||
| BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY | |||||||||||||
| 201 W ORANGE AVE | S SAN FRAN | CA | 94080 | N/A | PC | Community program | $5,000 | ||||||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION IN | |||||||||||||
| 25800 CARLOS BEE BLVD SA 2750 | HAYWARD | CA | 94542 | N/A | PC | Broadcom Foundation VRES Coding Program in East Bay | $12,500 | ||||||
| CARNEGIE INSTITUTE | |||||||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| CENTRAL ARKANSAS REGIONAL SCIENCE FAIR ASSOCIATION | |||||||||||||
| 221 S MARTIN ST | BENTON | AR | 72015 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $2,500 | ||||||
| CHILDREN NOW | |||||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | to advance STEM readiness programs in the Bay Area ecosystem with a focus on san francisco/san mateo partners | $20,000 | ||||||
| CHILDREN NOW | |||||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | Oversight of California STEM and Bay Area STEM Ecosystems (expanded as state and NoCal regional leader (STEM access/pathways for underrepresented students; advocacy for funding into out of school and afterschool spaces)) | $120,000 | ||||||
| COLORADO STATE SCIENCE FAIR INC | |||||||||||||
| CSU CAMPUS DELIVERY 1802 | FORT COLLINS | CO | 80523 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| COMMUNIVERSITY FOUNDATION | |||||||||||||
| 1107 LAKEVIEW DR | FAIRFIELD | IA | 52556 | N/A | PC | Raspberry Pi Workshop Program in South Africa Township | $3,000 | ||||||
| DELAWARE VALLEY SCIENCE FAIRS INC | |||||||||||||
| 690 STOCKTON DR STE 105 | EXTON | PA | 19341 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $2,000 | ||||||
| DISCOVERY SCIENCE CENTER OF ORANGE COUNTY | |||||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | Gift for Discovery Cube's coding curriculum development program | $2,505 | ||||||
| DISCOVERY SCIENCE CENTER OF ORANGE COUNTY | |||||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | Charitable Event | $22,500 | ||||||
| DISCOVERY SCIENCE CENTER OF ORANGE COUNTY | |||||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | STEM Education Outreach / Expanding Coding Programs | $125,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | US National STEM Ecosystem Initiative (TIES) | $100,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | 2022 Community of Practice Sponsorship (TIES) | $25,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | Sponsorship: STEM Ecosystem Communities of Practice (ties) | $25,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | Israel STEM Ecosystem Initiative (TIES) | $35,000 | ||||||
| GEORGE MASON UNIVERSITY FOUNDATION INC | |||||||||||||
| 4400 UNIVERSITY DR MSN 1A3 | FAIRFAX | VA | 22030 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| GIRL SCOUTS OF ORANGE COUNTY | |||||||||||||
| 9500 TOLEDO WAY STE 100 | IRVINE | CA | 92618 | N/A | PC | General Support for STEM Activities, including expanding coding programs with raspberry pi | $30,000 | ||||||
| GIRLS INCORPORATED OF ORANGE COUNTY | |||||||||||||
| 1801 E EDINGER AVE | SANTA ANA | CA | 92705 | N/A | PC | Afterschool STEM Programs | $10,000 | ||||||
| GREATER SAN DIEGO SCIENCE AND ENGINEERING FAIR INC | |||||||||||||
| PO BOX 15547 | SAN DIEGO | CA | 92175 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| GWINNETT COUNTY PUBLIC SCHOOLS FOUNDATION FUND INC | |||||||||||||
| 437 OLD PEACHTREE RD NW | SUWANEE | GA | 30024 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| HAWAII ACADEMY OF SCIENCE | |||||||||||||
| UH COE1776 UNIVERSITY AVE NO UA4 | HONOLULU | HI | 96822 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $2,000 | ||||||
| IDAHO DEPARTMENT OF EDUCATION | |||||||||||||
| 650 W STATE ST | BOISE | ID | 83720 | N/A | GOV | Fair fund / Broadcom Coding with Commitment / community outreach | $1,000 | ||||||
| INTERNATIONAL MEDICAL CORPS | |||||||||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | emergency relief efforts in Ukraine | $25,000 | ||||||
| IOWA STATE UNIVERSITY | |||||||||||||
| 2221 WANDA DALEY DR | AMES | IA | 50011 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| IRVINE PUBLIC SCHOOLS FOUNDATION | |||||||||||||
| 1 POST STE 250 | IRVINE | CA | 92618 | N/A | PC | OC STEAM Fest In a Box program | $5,000 | ||||||
| IRVINE PUBLIC SCHOOLS FOUNDATION | |||||||||||||
| 1 POST STE 250 | IRVINE | CA | 92618 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $15,000 | ||||||
| MAINE MATHEMATICS AND SCIENCE ALLIANCE | |||||||||||||
| 343 WATER ST | AUGUSTA | ME | 04330 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $1,500 | ||||||
| MASSACHUSETTS SCIENCE & ENGINEERING FAIR INC | |||||||||||||
| 955 MASSACHUSETTS AVE 350 | CAMBRIDGE | MA | 02139 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| MINNESOTA ACADEMY OF SCIENCE | |||||||||||||
| 970 RAYMOND AVE STE 103 | SAINT PAUL | MN | 55114 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| MUSKOGEE SCHOOL DISTRICT | |||||||||||||
| 202 W BROADWAY | MUSKOGEE | OK | 74401 | N/A | GOV | Fair fund / Broadcom Coding with Commitment / community outreach | $2,500 | ||||||
| NORTH CAROLINA SCIENCE FAIR FOUNDATION | |||||||||||||
| 3800 HILLSBOROUGH ST / DEPT NAT MAT | RALEIGH | NC | 27607 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| OCTANE FOUNDATION FOR INNOVATION | |||||||||||||
| 4041 MACARTHUR BLVD STE 260 | NEWPORT BEACH | CA | 92660 | N/A | SO I | Outreach program to advance underrepresented youth along stem innovation pipeline | $10,000 | ||||||
| OHIO ACADEMY OF SCIENCE | |||||||||||||
| 5930 WILCOX PL STE F | DUBLIN | OH | 43016 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $15,000 | ||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | OC Workforce Development through Hispanic Education endowment | $10,000 | ||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | OCCF - Annual Meeting (fund raising for OC community needs) | $5,000 | ||||||
| ORANGE COUNTY SCIENCE AND ENGINEERING FAIR INC | |||||||||||||
| PO BOX 11151 | SANTA ANA | CA | 92711 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $20,000 | ||||||
| PENANG SCIENCE CLUSTER | |||||||||||||
| N/A | PC | Coolest Projects Malaysia (in collaboration with Broadcom Malaysia) | $30,000 | WISMA YEAP CHOR EE 37 | gat lebuh china | george town, pena | MY | 10200 | |||||
| PIKES PEAK REGIONAL SCIENCE FAIR INC | |||||||||||||
| 4350 SEESAW LN | COLORADO SPGS | CO | 80917 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1600 SW 4TH AVE STE 730 | PORTLAND | OR | 97201 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| RASPBERRY PI FOUNDATION | |||||||||||||
| N/A | PC | Project Development for Collaboration & Coding Partnership | $440,000 | 30 STA ROAD | CAMBRIDGE | CAMBRIDGESHIRE | UK | CB1 2JH | |||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | General Support and Code Club Development in the United state | $30,000 | ||||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | Support for 2021 Coolest Projects International (In collaboration with raspberry pi foundation in cambridge) | $30,000 | ||||||
| RBSEF INC | |||||||||||||
| PO BOX 13314 | READING | PA | 19612 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| RENAISSANCE YOUTH CENTER | |||||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | Establishment of a new RYC Saturday program featuring 4-hour sessions for 12-16 years olds called "ryc youth tech expo" | $20,000 | ||||||
| RENAISSANCE YOUTH CENTER | |||||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | Expand Code the Bronx / Develop an inner-city Code club with raspberry pi foundation | $50,000 | ||||||
| RIVERSIDE COUNTY OFFICE OF EDUCATION FOUNDATION | |||||||||||||
| 3939 13TH ST | RIVERSIDE | CA | 92501 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| SAN MATEO COUNTY OFFICE OF EDUCATION | |||||||||||||
| 101 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | N/A | GOV | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| SANTA CLARA VALLEY SCIENCE FAIR ASN | |||||||||||||
| PO BOX 307 | LOS ALTOS | CA | 94023 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| SARSEF-SOUTHERN ARIZONA RESEARCH SCIENCE AND ENGIN | |||||||||||||
| 5049 E BROADWAY BLVD STE 125 | TUCSON | AZ | 85711 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| SCIENCE AND ENGINEERING FAIR OF METROPOLITAN DETRO | |||||||||||||
| PO BOX 158 | FARMINGTON | MI | 48332 | N/A | PC | Science Fair Fund / Broadcom Coding with Commitment award and community outreach | $20,000 | ||||||
| SCIENCE BUDDIES | |||||||||||||
| 560 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Support for increasing Online Science & Engineering programs | $50,000 | ||||||
| SILICON VALLEY EDUCATION FOUNDATION | |||||||||||||
| 1400 PARKMOOR AVE SUITE 200 | SAN JOSE | CA | 95126 | N/A | PC | Support for the ELEVATE [Math] Program | $20,000 | ||||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Broadcom MASTERS | $1,976,844 | ||||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Outreach fund | $300,000 | ||||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Directors' Breakfast fund | $30,000 | ||||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Qualifying California delegation (7 Students) | $28,000 | ||||||
| SOUTH CAROLINA ACADEMY OF SCIENCE | |||||||||||||
| 715 SUMTER ST 4TH FL | COLUMBIA | SC | 29208 | N/A | PC | Fair Fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||||||||
| 815 MEDARY AVE | BROOKINGS | SD | 57006 | N/A | PC | Fair Fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| STEM NEXT OPPORTUNITY FUND | |||||||||||||
| 2305 HISTORIC DECATUR RD STE 100 | SAN DIEGO | CA | 92106 | N/A | PC | STEM Next Opportunity Fellowship (OSTP) | $250,000 | ||||||
| THE FOUNDATION AT FCOE | |||||||||||||
| 1111 VAN NESS AVE THIRD FLOOR | FRESNO | CA | 93721 | N/A | PC | Fair Fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| THE SAN JOSE PUBLIC LIBRARY FOUNDATION | |||||||||||||
| PO BOX 611540 | SAN JOSE | CA | 95161 | N/A | PC | in support for programs for San Jose Aspires | $100,000 | ||||||
| THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY FOUNDATI | |||||||||||||
| 701 E EXPY 83 BOX 13 | MCALLEN | TX | 78501 | N/A | PC | Fair fund / Broadcom Coding with Commitment / community outreach | $10,000 | ||||||
| TIDES CENTER | |||||||||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 94139 | N/A | PC | 100k in 10 - STEM community Storytelling / Amplification of stem | $25,000 | ||||||
| TIGER WOODS FOUNDATION INC | |||||||||||||
| 15440 LAGUNA CANYON RD STE 230 | IRVINE | CA | 92618 | N/A | PC | Full time Multiple-Site Coding Program challenged students (anaheim, vir, dc, fla, pa) | $50,000 | ||||||
| UNION STATION KANSAS CITY INC | |||||||||||||
| 30 W PERSHING RD STE 400 | KANSAS CITY | MO | 64108 | N/A | PC | 2021 and 2022 Fair fund / Broadcom Coding with commitment / community outreach | $10,000 | ||||||
| UNIVERSITY OF MONTANA | |||||||||||||
| 32 CAMPUS DR | MISSOULA | MT | 59812 | N/A | GOV | Fair fund / Broadcom Coding with Commitment / community outreach | $2,500 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | FAB Camp scholarship fund for Middle Schoolers | $35,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | Raspberry Pi Lab / Multi-Lingual Development (Spanish) y22-23 | $30,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | OC STEM Ecosystem Initiative directed by Leyla DeSilva riley | $115,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | UCI Future Innovators Initiative & ASPIRE/INSPIRE, directed by marvin maldenado | $75,000 | ||||||
| UNIVERSITY OF NEW MEXICO | |||||||||||||
| MSC01 1310 1 UNIVERSITY OF NM | ALBUQUERQUE | NM | 87131 | N/A | GOV | Fair Fund / Broadcom Coding with Commitment / community outreach | $2,000 | ||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 332 S 1400 EAST STE 150 | SALT LAKE CITY | UT | 84112 | N/A | PC | Fair Fund / Broadcom Coding with Commitment / community outreach | $5,000 | ||||||
| UNIVERSITY OF WYOMING | |||||||||||||
| 1000 E UNIVERSITY AVE DEPT 3314 | LARAMIE | WY | 82071 | N/A | GOV | Fair Fund / Broadcom Coding with Commitment / community outreach | $2,000 | ||||||
| WASHINGTON STATE SCIENCE AND ENGINEERING FAIR | |||||||||||||
| PO BOX 2412 | SILVERDALE | WA | 98383 | N/A | PC | Fair Fund / Broadcom Coding with Commitment / community outreach | $2,000 | ||||||
| WIKI EDUCATION FOUNDATION | |||||||||||||
| 341 BROADWAY ST STE 408 | CHICO | CA | 95928 | N/A | PC | To expand STEM biographies (particularly women and people of color in math & engineering) for wikipedia through instruction-led student research projects | $50,000 | ||||||
| WORKING WARDROBES FOR A NEW START | |||||||||||||
| 2000 E MCFADDEN AVE | SANTA ANA | CA | 92705 | N/A | PC | Support for under-privileged individuals re-entering the oc workforce | $5,000 | ||||||
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | Hurricane Ian Relief Efforts | $25,000 | ||||||
| J Quezada | |||||||||||||
| 703 Wolfe Ln | Mohnton | PA | 19540 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $393 | ||||||
| D Kent | |||||||||||||
| 6965 Winter Hawk Circle | Colorado Springs | CO | 80919 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| T Holt | |||||||||||||
| 1992 E Hedgewood ct | Holladay | UT | 84121 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| L Fan | |||||||||||||
| 8385 Orange Haven Place | San Diego | CA | 92129 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| C Horn | |||||||||||||
| Hilldale Middle School | Muskogee | OK | 74403 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | 400 E Smith Ferry Rd | |||||
| R Sreedhar | |||||||||||||
| 1 post suite 250 | irvine | CA | 92618 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| S Shah | |||||||||||||
| Challenger School - Berryessa | San Jose | CA | 95112 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | 711 E Gish Road | |||||
| N Khan | |||||||||||||
| 10820 Natches Trace | Austin | TX | 78717 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| S Gupta | |||||||||||||
| none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | sec 48 tower j flat 84 | gurgaon | haryana | IN | 122018 | |||||
| M Kohli | |||||||||||||
| 13011 West 137th Court | overland park | KS | 66221 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $743 | ||||||
| K Pauli | |||||||||||||
| Osborne Middle School | Hoschton | GA | 30548 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | 4401 Braselton Hwy | |||||
| E Graham | |||||||||||||
| Osborne Middle School | Hoschton | GA | 30548 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | 4401 Braselton Hwy | |||||
| S Roy | |||||||||||||
| 4706 Pine Glen court | Greensboro | NC | 27410 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| N Saldivar | |||||||||||||
| 2424 Mimosa St | Mission | TX | 78574 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| A Kumar Jha | |||||||||||||
| none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | E-302 Ram Niketan Barauda Rd | Raipur | Chhattisgarh | IN | 492007 | |||||
| F McGill | |||||||||||||
| 12321 E Barry Baker Pl | Tucson | AZ | 85749 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| H Wan | |||||||||||||
| 9915 Bridgeport Drive | Colorado Springs | CO | 80920 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| J Dao | |||||||||||||
| 1472 Athenour Court | San Jose | CA | 95120 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| S Rohrbach | |||||||||||||
| 8448 E Bowline Rd | Tucson | AZ | 85710 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| E Eayre | |||||||||||||
| 55 Canal Run West | Washington Crossing | PA | 18977 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| A Borad | |||||||||||||
| 12051 Paul Eels Dr apt 106 | Maumelle | AR | 72113 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| M Darji | |||||||||||||
| 9119 Gateway Lane | Eden Prairie | MN | 55347 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| A Gia-Diep | |||||||||||||
| 1340 Kaihee St | Honolulu | HI | 96822 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| B Koo | |||||||||||||
| 616 8th Avenue | Honolulu | HI | 96817 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| A Li | |||||||||||||
| 1705 Olona Ln | Honolulu | HI | 96817 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| K Hayden | |||||||||||||
| 64 River Road | Sleetmute | AK | 99668 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| S Pai | |||||||||||||
| 9622 NW Skyline Heights Dr | Portland | OR | 97229 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| S Pai | |||||||||||||
| 9622 NW Skyline Heights Dr | Portland | OR | 97229 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| A Khan | |||||||||||||
| 7513 Jacob Pl | Cheyenne | WY | 82009 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| A Journey | |||||||||||||
| 712 Sunny Meadows Dr | Rio Rancho | NM | 87144 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| M Sun | |||||||||||||
| Crocker Middle School | Hillsborough | CA | 94010 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | 2600 Ralston Ave | |||||
| J Young | |||||||||||||
| 1010 Hadwin Drive | Florrissant | MO | 63033 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| C Moeykens | |||||||||||||
| 24 Crestview Dr | Orono | ME | 04473 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| S Padmanabhan | |||||||||||||
| 1425 Mystic valley Dr | Sewickley | PA | 15143 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| A Narendrakumar | |||||||||||||
| 29191 Weybridge Drive | Westlake | OH | 44145 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| J Milewski | |||||||||||||
| 12 Corinth Drive | Worcester | MA | 01606 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| J Maridass | |||||||||||||
| 34730 Oakland | Farmington | MI | 48335 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| S Manohar-reddy | |||||||||||||
| 34730 Oakland | Farmington | MI | 48335 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| T Raja | |||||||||||||
| 34730 Oakland | Farmington | MI | 48335 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $371 | ||||||
| A Amanbaev | |||||||||||||
| 10991 Winding Brook Ct | Manassas | VA | 20111 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| M Menaker | |||||||||||||
| 27 Seton Rd | Irvine | CA | 92612 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| V Nguyen | |||||||||||||
| 15392 Summerwood St | Westminster | CA | 92683 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | ||||||
| N Mapara | |||||||||||||
| none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $372 | 3260 Tynwald North | Westgate | Harare | ZI | 00242 | |||||
| K Ziya Rao | |||||||||||||
| 14015 24th Ave NE | Seattle | WA | 98125 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $377 | ||||||
| S Dessal | |||||||||||||
| 15221 10th Ave NE | Shoreline | WA | 98155 | none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $377 | ||||||
| N Pranav Patcha | |||||||||||||
| none | I | SCIENCE AND ENGINEERING FAIR PRIZE | $127 | 37 Gat Lebuh China | Georgetown | Penang | MY | 10200 | |||||
| Renaissance Youth Center | |||||||||||||
| 3485 Third Ave | Bronx | NY | 10456 | none | GOV | general & unrestricted (see attached general explanation) | $608 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,819,708 | 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 | $71,321 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,654,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,074,073 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,651,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,651,542 | 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 | Audit Fees | CategoryTxt |
| Amt | $16,065 | Amt |
| Disbursements Charitable Prps | $16,065 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF Raspberry kits & cases: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $608 TOTAL BOOK VALUE OF PROPERTY: $608 TOTAL AMOUNT OF GRANTS: $608 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Raspberry Kit with case UNITS: 5 DATE OF DISTRIBUTION: 3/24/2022 GRANT RECIPIENT: Renaissance Youth Center FMV OF PROPERTY: $608 BOOK VALUE OF PROPERTY: $608 TOTAL AMOUNT OF GRANT: $608 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINL INC NOTE - 1.450% - | $1,247,568 | $1,214,637 |
| BANK OF AMERICA - 6.250% - 12/ | $165,150 | $144,054 |
| BANK OF AMERICA CORP JR SUBORD | $259,375 | $247,500 |
| BANK OF NOVA SCOTIA - 2.700% - | $999,810 | $925,520 |
| BK OF AMERICA CORP SER M - 3.9 | $1,095,810 | $923,643 |
| BOEING CO NOTE - 4.508% - 05/0 | $970,101 | $898,326 |
| CAPITAL ONE FINANCIAL - 3.900% | $1,094,920 | $987,810 |
| CITIGROUP - 3.520% - 10/27/202 | $1,231,892 | $1,028,104 |
| CITIGROUP INC - 5.950% - 12/29 | $253,750 | $247,563 |
| CITIGROUP INC BOND - 6.250% - | $255,625 | $242,500 |
| COMCAST CORP NOTE - 3.950% - 1 | $851,263 | $735,135 |
| CVS HEALTH CORP - 1.300% - 08/ | $965,400 | $848,574 |
| FIFTH THIRD BANCORP BOND PERPE | $411,141 | $371,608 |
| GENERAL MTRS - 3.700% - 05/09/ | $1,038,490 | $995,040 |
| GENERAL MTRS FINL CO INC - 5.1 | $254,122 | $249,080 |
| GENERAL MTRS FINL COINC BOND P | $258,125 | $210,475 |
| GOLDMAN SACHS GROUP INC - 1.09 | $963,630 | $882,470 |
| GOLDMAN SACHS PERP - 5.300% - | $163,155 | $142,349 |
| JPMORGAN CHASE & CO - 1.578% - | $1,173,938 | $1,096,296 |
| JPMORGAN CHASE & CO - 5.150% - | $252,500 | $243,438 |
| JPMORGAN CHASE NOTE - 4.625% - | $300,000 | $296,625 |
| METLIFE INC. NOTE PERPETUAL - | $413,688 | $371,500 |
| MORGAN STANLEY SER I - 4.210% | $1,205,130 | $1,187,149 |
| ORACLE CORP - 2.950% - 04/01/2 | $1,135,380 | $853,562 |
| PNC FIN - 6.750% - 12/31/2049 | $166,188 | $149,625 |
| ROYAL BK CDA SER H - 1.150% - | $1,004,900 | $915,330 |
| SCHWAB CHARLES CORP BOND PERPE | $353,525 | $352,080 |
| SIMON PPTY GROUP LP - 2.000% - | $194,003 | $190,165 |
| STARBUCKS CORP COM - 3.550% - | $1,148,960 | $924,130 |
| SVB FINANCIAL GROUP - 4.000% - | $503,250 | $330,010 |
| TORONTO DOMINION BANK SER C - | $1,234,477 | $1,236,062 |
| TOYOTA MOTOR CORP - 0.681% - 0 | $1,243,387 | $1,186,564 |
| TRUIST FINL CORP TIER I PERP B | $526,500 | $450,125 |
| TRUIST FINL SER G - 1.125% - 0 | $977,990 | $843,975 |
| VERIZON COMMUNICATIONS INC - 4 | $1,112,410 | $973,940 |
| WELLS FARGO & CO NEW DEPOSITAR | $266,875 | $241,888 |
| WELLS FARGO &CO BOND PERPETUAL | $251,213 | $218,818 |
| WELLS FARGO - 2.393% - 06/02/2 | $790,785 | $662,293 |
| WELLS FARGO - 3.550% - 09/29/2 | $1,024,530 | $962,530 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $525,283 | $502,590 |
| ABBOTT LABS | $465,646 | $658,740 |
| ACCENTURE PLC | $243,560 | $800,520 |
| ADOBE SYSTEMS, INC | $762,470 | $538,448 |
| ALLIANZ AGIC CONVERTIBLE INS | $960,571 | $703,955 |
| ALPHABET INC CL A | $541,405 | $882,300 |
| AMAZON COM | $412,140 | $588,000 |
| AMERICAN WATER WORKS COMPANY I | $217,420 | $762,100 |
| AMGEN INC | $384,445 | $787,920 |
| ANALOG DEVICES INC | $259,707 | $1,025,188 |
| APPLE INC | $550,700 | $1,656,607 |
| AVALONBAY CMNTYS INC | $581,372 | $565,320 |
| BARON INTERNATIONAL GROWTH FUN | $683,127 | $662,510 |
| BERKSHIRE HATHAWAY INC. CLASS | $340,348 | $772,250 |
| BLACKROCK HY MUNI FD I | $288,156 | $236,006 |
| BLACKROCK INC | $166,683 | $566,904 |
| BLACKROCK TECHNOLOGY OPPORTUNI | $350,825 | $361,922 |
| BOOKING HOLDINGS INC | $527,852 | $453,438 |
| BROADCOM INC | $551,273 | $1,034,391 |
| CHENIERE ENERGY INC | $449,573 | $487,370 |
| CHEVRON CORP | $671,899 | $1,256,430 |
| CISCO SYSTEMS INC | $792,097 | $857,520 |
| CONOCOPHILLIPS | $426,892 | $442,500 |
| CONSTELLATION BRANDS INC | $369,240 | $463,500 |
| COSTCO WHOLESALE CORPORATION | $335,440 | $913,000 |
| CVS CAREMARK CORP | $453,463 | $745,520 |
| DODGE & COX STOCK | $647,104 | $616,731 |
| FASTENAL COMPANY | $243,995 | $567,840 |
| FEDERATED KAUFMANN SM CAP | $411,762 | $403,244 |
| FIDELITY ADVISOR HEALTH CARE F | $549,848 | $512,276 |
| FISERV INC | $575,942 | $505,350 |
| FLAHERTY&CRUMRINE CLAYMORE P | $874,142 | $751,000 |
| GARMIN LTD | $400,039 | $461,450 |
| GENUINE PARTS COMPANY | $408,564 | $780,795 |
| GOLDMAN SACHS GROUP PFD SER J | $260,000 | $246,500 |
| HARTFORD BALANCED INCOME FUND | $221,357 | $183,648 |
| HARTFORD SCHRODERS INTERNATION | $257,564 | $203,274 |
| HOME DEPOT INC | $155,070 | $631,720 |
| HP INC | $379,200 | $335,875 |
| INTERCONTINENTAL EXCHANGE, INC | $540,134 | $743,778 |
| INVESCO OPPENHEIMER ROCHESTER | $529,395 | $433,776 |
| INVESCO PREFERRED ETF | $1,566,814 | $1,229,800 |
| JOHNSON & JOHNSON | $454,069 | $883,250 |
| JP MORGAN CHASE | $322,943 | $838,125 |
| JPMORGAN EMERGING MARKETS EQUI | $216,127 | $147,712 |
| KRAFT HEINZ CO | $431,641 | $610,650 |
| L3HARRIS TECHNOLOGIES | $398,314 | $416,420 |
| LOCKHEED MARTIN CORP | $504,984 | $583,788 |
| LOOMIS SAYLES GLOBAL ALLOCATIO | $662,556 | $487,710 |
| MERCK & CO INC | $457,044 | $1,109,500 |
| MFS INTERNATIONAL DIVERSIFICAT | $417,341 | $417,177 |
| MICROSOFT CORP | $155,188 | $1,199,100 |
| MORGAN STANLEY PFD SER E - 7.1 | $228,975 | $201,200 |
| MORGAN STANLEY PFD SER F - 6.8 | $202,894 | $187,350 |
| NEW PERSPECTIVE FUND, CLASS F | $608,878 | $610,296 |
| NEXTERA ENERGY, INC | $160,429 | $836,000 |
| NIKE INC-CL B | $166,175 | $585,050 |
| NUVEEN HIGH YIELD MUNICIPAL BD | $398,333 | $323,698 |
| PAYCHEX | $322,430 | $808,920 |
| PEPSICO INC | $285,500 | $541,980 |
| PIMCO INCOME FUND | $2,355,619 | $2,002,177 |
| PIMCO MORTGAGE OPPORTUNITIES F | $367,429 | $316,257 |
| PIONEER NAT RES CO | $403,809 | $411,102 |
| PRINCIPAL SPECTRUM PREFERRED S | $1,738,788 | $1,454,349 |
| PUBLIC STORAGE INC | $423,999 | $630,428 |
| RAYTHEON TECHNOLOGIES CORP | $492,631 | $807,360 |
| ROPER INDUSTRIES | $450,897 | $626,531 |
| STRYKER CORPORATION | $183,219 | $855,715 |
| T ROWE PRICE CAPITAL APPRECIAT | $1,094,338 | $953,139 |
| T. ROWE PRICE GROUP | $467,869 | $490,770 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $210,588 | $744,900 |
| THE BLACKSTONE GROUP INC CL A | $643,396 | $370,950 |
| THE COCA-COLA CO | $401,239 | $540,685 |
| THERMO FISHER SCIENTIFIC INC | $412,316 | $826,035 |
| TJX COMPANIES INC | $551,004 | $796,000 |
| TRACTOR SUPPLY CO COM | $319,380 | $337,455 |
| TRUIST FINANCIAL CORPORATION | $712,047 | $537,875 |
| UNION PACIFIC | $247,314 | $621,210 |
| UNITEDHEALTH GROUP INC | $267,294 | $1,060,360 |
| V F CORP | $291,087 | $220,880 |
| VANGUARD INTL GROWTH FD ADMIRA | $698,389 | $607,611 |
| VANGUARD INTL VALUE FUND | $265,431 | $208,925 |
| VICTORY MARKET NEUTRAL INCOME | $2,500,000 | $2,192,428 |
| VICTORY SMALL COMPANY OPPORTUN | $667,336 | $649,486 |
| VICTORY SYCAMORE ESTABLISHED V | $1,064,355 | $1,063,601 |
| VISA INC | $356,674 | $1,038,800 |
| WASTE MANAGEMENT INC | $501,085 | $705,960 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,546,883 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,213,197 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $6,471 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,471 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROADCOM GIFT CARDS | $3,750 | $22,250 | $22,250 |
| RASPBERRY PI 400 KIT | $7,037 | $2,300 | $2,300 |
| RASPBERRY PI CARRYING CASE | $668 | $668 | |
| MICROPYTHON RASPBERRY PI KIT | $2,909 | $2,909 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $96,400 | $96,400 | |
| Bank Charges | $1,569 | $1,569 | |
| Cell Phone Expense | $3,158 | $3,158 | |
| Computers/Electronic Devices | $6,072 | $6,072 | |
| Digital Subscriptions | $465 | $465 | |
| Equipment Maintenance | $30 | $30 | |
| Foundation Dues & Memberships | $10,000 | $10,000 | |
| Indemnification Insurance | $10,030 | $10,030 | |
| Insurance Premiums | $11,031 | $11,031 | |
| EQUIVALENCY DETERMINATION FEES | $850 | $850 | |
| IT SUPPORT EXPENSES | $7,525 | $7,525 | |
| Office & Supplies | $3,867 | $3,867 | |
| PROMOTIONAL ITEMS | $16,002 | $16,002 | |
| Payroll Processing Fees | $6,816 | $6,816 | |
| Postage/Delivery Service | $3,887 | $3,887 | |
| State or Local Filing Fees | $400 | $400 | |
| Website Hosting/Support | $13,482 | $13,482 | |
| FOUNDATION CREDIT CARD FEE | $99 | $99 | |
| GIFT CARD FEES | $239 | $239 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJ P I CARRYING CASES TO ACTUAL | Desc |
| Amt | $79 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $1,845 | $1,845 | |
| Investment Management Services | $443,424 | $443,424 | |
| Philanthropic Consulting Srvcs | $40,000 | $40,000 | |
| POST PRODUCTION/EDITING SRVCS | $28,015 | $28,015 | |
| DESIGN SERVICES | $62,717 | $62,717 | |
| SOCIAL MEDIA MANAGEMENT | $9,000 | $9,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $29,600 | |
| 990-PF Excise Tax for 2021 | $30,038 | |
| Foreign Tax Paid | $6,094 | $6,094 |