ENDEAVOR FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ENDEAVOR FOUNDATION INC (EIN 13-6147952)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349102668
- 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
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:14:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 136147952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENDEAVOR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDE | BusinessNameControlTxt |
| Phone | 2125346620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101281008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE J KIDD | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2125346620 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | KIDD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $365,349,113 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,567,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,567,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,767,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,840,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,767,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,334,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,334,795 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $513,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $496,567 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $374,503 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $374,503 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $141,040 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $141,040 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $365,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $122,912 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $242,393 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $629,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $537,728 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,243 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $584,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96,677 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $289,431 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $289,431 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,205 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,205 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,244 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,244 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $419,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $337,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,402,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $774,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,058,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,419,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,419,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,821,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $774,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,477,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,560,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $719,587 | CashBOYAmt |
| Cash EOY | $619,009 | CashEOYAmt |
| Cash EOYFMV | $619,009 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,147,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,635,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,635,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $446,942,637 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,422,186 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $340,422,186 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,672,829 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,672,829 | LandBOYAmt |
| Land EOY | $3,672,829 | LandEOYAmt |
| Land EOYFMV | $3,672,829 | LandEOYFMVAmt |
| Other Assets BOY | $83,973 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $472,566,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,349,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $365,349,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $472,566,437 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $365,349,113 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $472,566,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $365,349,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $472,566,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $365,349,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $472,566,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,961,840 | OtherIncreasesAmt |
| Subtotal | $480,041,776 | SubtotalAmt |
| Other Decreases | $114,692,663 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $365,349,113 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,840,541 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,073,244 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,767,297 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,767,297 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,767,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $341,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $341,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $341,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | 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 | $70,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $271,389 | 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 | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE J KIDD | IndividualWithBooksNm |
| Phone | 2125346620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE J KIDD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | PRESIDENT & TREASURER | 45.00 | $342,000 | $5,230 | $0 |
| ASHLEY B KIDD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | VICE PRESIDENT & DIR OF PROGRAMS | 50.00 | $171,667 | $17,129 | $0 |
| CHRISTEN L KIDD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | SECRETARY | 4.00 | $0 | $0 | $0 |
| DONALD W HARWARD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 6.00 | $0 | $0 | $0 |
| ANN BENNETT SPENCE | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 4.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| ISABEL ROCHE O'BRIEN | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | EXEC DIR OF SPEC PRG | 40.00 | $250,000 | $0 | $0 |
| LESLIE R WEILLER | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | ASSISTANT TO THE PRE | 40.00 | $91,500 | $48,626 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | |||||
| 45 ROCKEFELLER PLAZA | NEW YORK | NY | 10011 | CUSTODIAL SERVICES | $597,476 |
| KATHLEEN A SHEA | |||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | ACCOUNTING/ CONSULTING SERVICES | $307,280 |
| RSM US LLP | |||||
| 331 WEST 3RD STREET SUITE 200 | DAVENPORT | IA | 52801 | AUDIT/TAX SERVICES | $58,025 |
| PATTERSON BELKNAP WEBB TAYLOR | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL SERVICES | $55,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN INDIAN EDUCATION THROUGH ART - ACQUISITION OF INTERVIEWS, PHOTOS, ETC. RELATED TO AN INDIAN EXHIBITION. | Description1Txt |
| Expenses1 | $120,539 | Expenses1Amt |
| Description2 | ENDEAVOR DIALOGUES - DISCUSSIONS RELATED TO MODELS, MISSIONS AND INSTITUTIONAL SUSTAINABILITY OF SMALL LIBERAL ARTS COLLEGES. | Description2Txt |
| Expenses2 | $59,163 | Expenses2Amt |
| Description3 | THE PROJECT FOR CHILD AND PARENT WELLBEING - FOCUSES ON ISSUES RELATED TO PREGNANT WOMEN WITH SUBSTANCE ABUSE DISORDER AND THEIR INFANTS. | Description3Txt |
| Expenses3 | $10,187 | Expenses3Amt |
| Description4 | DEMOCRACY EDUCATION REPORT/DEMOCRACY PROJECT - STRENGTHENING DEMOCRACY AND RESEARCH INTO PROMISING CIVIC EDUCATION. | Description4Txt |
| Expenses4 | $5,625 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $379,371,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,827,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $399,198,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $399,198,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,987,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $393,210,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,660,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,660,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $341,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $341,389 | TotalTaxAmt |
| Distributable Before Adj | $19,319,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,319,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,319,153 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,477,924 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,477,924 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,319,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,326,200 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,326,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,477,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,319,153 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,158,771 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,484,971 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,484,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,326,200 | ExcessFromYear2Amt |
| Excess From Current Year | $5,158,771 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE J KIDD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125346620 | RecipientPhoneNum |
| Form And Info And Materials | INITIALLY A WRITTEN FORM WITH A BRIEF DESCRIPTION OF THE PROPOSAL. IF REQUESTED, AN INDEPTH PROPOSAL WITH FINANCIAL STATEMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 350 ORG | |||||||||||||
| PO BOX 843004 | BROOKLYN | NY | 02284 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||||
| ALLEGHENY COLLEGE | |||||||||||||
| 520 N MAIN ST | MEADVILLE | PA | 16335 | NONE | PC | LAW & POLICY PROGRAM | $82,690 | ||||||
| AMERICAN OPERA PROJECTS INC | |||||||||||||
| 138 SOUTH OXFORD STREET SUITE 3B | BROOKLYN | NY | 11217 | NONE | PC | YIDDISH FOLKSONG PROJECT | $50,000 | ||||||
| BEDFORD 2030 INC | |||||||||||||
| PO BOX 812 | BEDFORD HILLS | NY | 10507 | NONE | PC | GENERAL OPERATING SUPPORT | $80,000 | ||||||
| BENNINGTON COLLEGE CORPORATION | |||||||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | JOINT EXPLORATION OF POSSIBLE SHARED IT & CYBER SECURITY SERVICES | $15,000 | ||||||
| BENNINGTON COLLEGE CORPORATION | |||||||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | MENTAL HEALTH AND WELLNESS INITIATIVE | $50,000 | ||||||
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | |||||||||||||
| NONE | NC | ADVANCING LIBERAL ARTS EDUCATION IN EUROPE & PROVIDING FUNDING FOR STIPENDS FOR FACULTY RESEARCH | $643,553 | GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | ||||||
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | |||||||||||||
| NONE | NC | PURCHASING ACCOMMODATIONS FOR FOREIGN STUDENTS | $534,260 | GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | ||||||
| BROWN UNIVERSITY OF PROVIDENCE | |||||||||||||
| 164 ANGELL STREET BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | ||||||
| CANDID | |||||||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | ||||||
| CENTER FOR LIBERAL ARTS AESTHETIC EDUCATION AND THE ENVIRONMENT GGMBH | |||||||||||||
| NONE | NC | DEVELOPMENT OF NEW FORMS OF AESTHETIC EDUCATION | $95,000 | C/O HERRN DR PETER HAJNAL WORTHER | BERLIN | GM | 10435 | STRASSE 7 | |||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | |||||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GLOBAL MIGRATION PROJECT | $200,000 | 4524 | |||||
| COMMUNITY-WORD PROJECT INC | |||||||||||||
| 11 BROADWAY SUITE 508 | NEW YORK | NY | 10004 | NONE | PC | EVALUATION PROTOCOL DEVELOPMENT | $90,000 | ||||||
| COUNCIL ON FOUNDATIONS INC | |||||||||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $19,000 | ||||||
| DE LA SALLE ACADEMY | |||||||||||||
| 332 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| ECOLOGICAL CITIZENS PROJECT INC | |||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | REGENERATIVE COMMUNITIES | $130,000 | ||||||
| ECOLOGICAL CITIZENS PROJECT INC | |||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | HUDSON VALLEY COMMUNITY CLIMATE ACTION PROGRAM | $60,000 | ||||||
| ELON UNIVERSITY | |||||||||||||
| PO 398 100 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | BRINGING THEORY TO PRACTICE PROJECT | $350,000 | ||||||
| ELON UNIVERSITY | |||||||||||||
| PO 398 100 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | PARADIGM PROJECT | $200,000 | ||||||
| FRANKLIN & MARSHALL COLLEGE | |||||||||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | NONE | PC | CENTER FOR SUSTAINED ENGAGEMENT WITH LANCASTER | $390,000 | ||||||
| FRANKLIN & MARSHALL COLLEGE | |||||||||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | NONE | PC | CENTER FOR SUSTAINED ENGAGEMENT WITH LANCASTER | $375,678 | ||||||
| FREE SPEECH FOR PEOPLE INC | |||||||||||||
| 505 W 38TH ST UNIT A4 | AUSTIN | TX | 78705 | NONE | PC | MOVEMENT TO DEFEND THE REPUBLIC AND CONSTITUTION | $250,000 | ||||||
| FUND FOR PARK AVENUE NEW YORK INC | |||||||||||||
| 445 PARK AVE STE 900 | NEW YORK | NY | 10022 | NONE | PC | HOLIDAY LIGHTING | $1,500 | ||||||
| GREAT LAKES COLLEGES ASSOCIATION INC | |||||||||||||
| 535 W WILLIAM ST STE 301 | ANN ARBOR | MI | 48103 | NONE | SO I | GLOBAL LIBERAL ARTS ALLIANCE STRATEGIC INNOVATION FUND | $16,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| 124 MOUNT AUBURN | CAMBRIDGE | MA | 02138 | NONE | PC | HPAIED GENERAL OPERATING SUPPORT | $300,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| 124 MOUNT AUBURN | CAMBRIDGE | MA | 02138 | NONE | PC | JULIE JOHNSON KIDD PROFESSORSHIP OF INDIGENOUS GOVERNANCE AND DEVELOPMENT ENDOWMENT FUND | $4,000,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| 124 MOUNT AUBURN | CAMBRIDGE | MA | 02138 | NONE | PC | JULIE JOHNSON KIDD PROFESSORSHIP OF INDIGENOUS GOVERNANCE AND DEVELOPMENT ENDOWMENT FUND | $2,009,511 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| 124 MOUNT AUBURN | CAMBRIDGE | MA | 02138 | NONE | PC | JULIE JOHNSON KIDD PROFESSORSHIP OF INDIGENOUS GOVERNANCE AND DEVELOPMENT ENDOWMENT FUND | $2,007,329 | ||||||
| HUMANITY IN ACTION INC | |||||||||||||
| 41 FLATBUSH AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| INCOMMON NON-PROFIT CIVIL COMPANY | |||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $53,303 | STR NAP ZERVA 10 | THESSALONIKI | GR | 54640 | ||||||
| INCOMMON NON-PROFIT CIVIL COMPANY | |||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $75,352 | STR NAP ZERVA 10 | THESSALONIKI | GR | 54640 | ||||||
| INCOMMON NON-PROFIT CIVIL COMPANY | |||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $69,358 | STR NAP ZERVA 10 | THESSALONIKI | GR | 54640 | ||||||
| INCOMMON NON-PROFIT CIVIL COMPANY | |||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $96,107 | STR NAP ZERVA 10 | THESSALONIKI | GR | 54640 | ||||||
| INSTITUTE ARTES LIBERALES FOUNDATION | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $800,000 | UL JARACZA 10 LOK 28 | WARSAW | PL | 00-378 | ||||||
| JUSTICE INNOVATION INC | |||||||||||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | STRONG STARTS COURT INITIATIVE | $150,000 | ||||||
| MAKE THE ROAD NEW YORK | |||||||||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| PO BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | NONE | PC | KIDD FAMILY ENDEAVOR FUND FOR IMMUNOTHERAPY RESEARCH | $1,000,000 | ||||||
| NATIONAL ADVOCATES FOR PREGNANT WOMEN INC | |||||||||||||
| 575 8TH AVE FL 7 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||||
| NEW ECONOMY COALITION INC | |||||||||||||
| PO BOX 390503 | CAMBRIDGE | MA | 02139 | NONE | PC | RESEARCHING AND DEVELOPING REGIONAL SOLIDARITY ECONOMY ORGANIZING | $75,000 | ||||||
| NEW YORK PUBLIC RADIO | |||||||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | THE BRIAN LEHRER SHOW | $75,000 | ||||||
| NORTHERN ARIZONA UNIVERSITY FDN INC | |||||||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | NONE | PC | SCHOLARSHIP SUPPORT FOR TRIBAL NATION-BUILDING GRADUATE CERTIFICATE STUDENTS | $10,000 | ||||||
| ORIGINAL MUSIC WORKSHOP INC | |||||||||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| PEN AMERICAN CENTER INC | |||||||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | PC | FREEDOM TO READ PROJECT | $100,000 | ||||||
| PHILANTHROPY NEW YORK INC | |||||||||||||
| 320 E 43RD ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $14,350 | ||||||
| PHILLIPS ACADEMY | |||||||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | ||||||
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $12,000 | ||||||
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | RENOVATION OF CHRISTIAN A. JOHNSON MEMORIAL BUILDING AND NEW MUSEUM PLANNING | $5,057,125 | ||||||
| PROTECT DEMOCRACY PROJECT | |||||||||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 20006 | NONE | PC | REVITALIZING DEMOCRACY | $200,000 | ||||||
| RANDOLPH COLLEGE | |||||||||||||
| 2500 RIVERMONT AVE | LYNCHBURG | VA | 24503 | NONE | PC | LIBRARY GRANT: KANOPY BASE PILOT | $15,000 | ||||||
| RANDOLPH COLLEGE | |||||||||||||
| 2500 RIVERMONT AVE | LYNCHBURG | VA | 24503 | NONE | PC | OFFICE OF DIVERSITY, IDENTITY, CULTURE AND INCLUSION SUPPORT | $50,000 | ||||||
| RENEW NEW ENGLAND ALLIANCE | |||||||||||||
| 91 WILLIAMS ST | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING SUPPORT | $275,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | FOR DEMOCRACY TO THRIVE, DEMOCRACY LEARNING IS ESSENTIAL | $353,547 | ||||||
| ST JOHNS COLLEGE | |||||||||||||
| 60 COLLEGE AVENUE | ANNAPOLIS | MD | 21401 | NONE | PC | MENTAL HEALTH AWARENESS AND SUPPORT | $50,000 | ||||||
| ST JOHNS COLLEGE IN SANTA FE | |||||||||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | PC | SOUTHWEST SCHOLARS AND PARTNERS PROGRAM | $50,000 | ||||||
| STERLING COLLEGE | |||||||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | STORYTELLING FOR RECRUITMENT | $50,000 | ||||||
| STERLING COLLEGE | |||||||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | WILDERNESS FIELD PROGRAM | $205,000 | ||||||
| TADA THEATRE AND DANCE ALLIANCE INC | |||||||||||||
| 15 W 28TH ST 3RD FLOOR | NEW YORK | NY | 10001 | NONE | PC | RESIDENT YOUTH ENSEMBLE PROGRAM | $50,000 | ||||||
| TADA THEATRE AND DANCE ALLIANCE INC | |||||||||||||
| 15 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | NONE | PC | ARTIST DEVELOPMENT DIRECTOR POSITION | $75,000 | ||||||
| THE METROPOLITAN MUSEUM OF ART | |||||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | CORPORATE PATRON PROGRAM | $6,504 | ||||||
| TRINITY EPISCOPAL SCHOOLS CORPORATION | |||||||||||||
| 139 W 91ST ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $5,000 | ||||||
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $5,000 | ||||||
| UNITY COLLEGE | |||||||||||||
| 90 QUAKER HILL RD | UNITY | ME | 04988 | NONE | PC | GENERAL EDUCATION CURRICULUM DEVELOPMENT FOR TIEP | $50,000 | ||||||
| VALUES UNITED | |||||||||||||
| 1250 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | ||||||
| VERMONT FOLKLIFE CENTER | |||||||||||||
| 88 MAIN STREET | MIDDLEBURY | VT | 05753 | NONE | PC | SPECIAL OLYMPICS/ ABLEISM DOCUMENTARY | $45,000 | ||||||
| WARREN WILSON COLLEGE | |||||||||||||
| WWC 6376 PO BOX 9000 | ASHEVILLE | NC | 28815 | NONE | PC | DEI EFFORTS IN THE TRANSITION YEAR | $50,000 | ||||||
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | LIBERTY AND NATIONAL SECURITY | $250,000 | ||||||
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | PROTECTING AND REVITALIZING DEMOCRACY | $250,000 | ||||||
| WILLIAMS COLLEGE | |||||||||||||
| 100 SPRING ST STE 201 | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,419,167 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENNINGTON COLLEGE CORPORATION | |||||||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | THE ENDEAVOR FOUNDATION ENVIRONMENTAL ACTION FELLOWSHIP PROGRAM | $150,000 | ||||||
| CENTER FOR LIBERAL ARTS AESTHETIC EDUCATION AND THE ENVIRONMENT GGMBH | |||||||||||||
| NONE | NC | DEVELOPMENT OF NEW FORMS OF AESTHETIC EDUCATION | $195,000 | C/O HERRN DR PETER HAJNAL WORTHER | STRASSE 7 | BERLIN | GM | 10435 | |||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | |||||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GLOBAL MIGRATION PROJECT | $200,000 | 4524 | |||||
| DE LA SALLE ACADEMY | |||||||||||||
| 332 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| ELON UNIVERSITY | |||||||||||||
| PO 398 100 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | PARADIGM PROJECT | $1,300,000 | ||||||
| EUROPEAN COLLEGES OF LIBERAL ARTS AND SCIENCES | |||||||||||||
| NONE | NC | PROPAGATING THE LIBERAL ARTS AND SCIENCES IN EUROPE | $67,500 | GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | ||||||
| FILM INDEPENDENT INC | |||||||||||||
| 5670 WILSHIRE BLIVD 9TH FLOOR | LOS AGELES | CA | 90036 | NONE | PC | IN SEARCH OF RESOLUTION | $130,755 | ||||||
| FREE SPEECH FOR PEOPLE INC | |||||||||||||
| 505 W 38TH ST UNIT A4 | AUSTIN | TX | 78705 | NONE | PC | MOVEMENT TO DEFEND THE REPUBLIC AND CONSTITUTION | $750,000 | ||||||
| GREAT LAKES COLLEGES ASSOCIATION INC | |||||||||||||
| 535 W WILLIAM ST STE 301 | ANN ARBOR | MI | 48103 | NONE | SO I | GLOBAL LIBERAL ARTS ALLIANCE STRATEGIC INNOVATION FUND | $53,142 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| 124 MOUNT AUBURN | CAMBRIDGE | MA | 02138 | NONE | PC | HPAIED GENERAL OPERATING SUPPORT | $300,000 | ||||||
| INCOMMON NON-PROFIT CIVIL COMPANY | |||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $597,228 | STR NAP ZERVA 10 | THESSALONIKI | GR | 54640 | ||||||
| INSTITUTE ARTES LIBERALES FOUNDATION | |||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $3,200,000 | UL JARACZA 10 LOK 28 | WARSAW | PL | 00-378 | ||||||
| JUSTICE INNOVATION INC | |||||||||||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | STRONG STARTS COURT INITIATIVE | $150,000 | ||||||
| NATIONAL ADVOCATES FOR PREGNANT WOMEN INC | |||||||||||||
| 575 8TH AVE FL 7 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||||
| NEW YORK FOUNDATION | |||||||||||||
| 150 W 30TH ST STE 1401 | NEW YORK | NY | 10001 | NONE | PF | YOUTH ORGANIZING AND CULTURE CHANGE FUND | $200,000 | ||||||
| NORTHERN ARIZONA UNIVERSITY FDN INC | |||||||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | NONE | PC | SCHOLARSHIP SUPPORT FOR TRIBAL NATION-BUILDING GRADUATE CERTIFICATE STUDENTS | $10,000 | ||||||
| OBERLIN COLLEGE | |||||||||||||
| 173 W LORAIN ST | OBERLIN | OH | 44074 | NONE | PC | STRENGTHENING COURSE OFFERINGS IN ARABIC AND ISLAMIC CULTURE | $180,000 | ||||||
| ORIGINAL MUSIC WORKSHOP INC | |||||||||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| REACH THE WORLD COMPANY | |||||||||||||
| 222 BROADWAY 18TH FLOOR | WASHINGTON | DC | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | FOR DEMOCRACY TO THRIVE, DEMOCRACY LEARNING IS ESSENTIAL | $200,000 | ||||||
| SARAH LAWRENCE COLLEGE | |||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PC | CHRISTIAN A. JOHNSON ENDEAVOR FOUNDATION PROFESSORSHIP IN INTERNATIONAL RELATIONS | $250,000 | ||||||
| STERLING COLLEGE | |||||||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | WILDERNESS FIELD PROGRAM | $305,000 | ||||||
| VALUES UNITED | |||||||||||||
| 1250 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,768,625 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,567,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,767,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,334,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,334,795 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KATHLEEN A. SHEA - ACCOUNTING/CONSULTING | $307,280 | $122,912 | $184,368 |
| RSM US LLP | $58,025 | $0 | $58,025 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ENDEAVOR FOUNDATION, INC. HEREBY ELECTS TO TREAT THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS.SIGNED:_________________________________________________________________________TRUSTEE | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | ||||||||||
| GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | 2022-03-25 | $643,533 | TO ADVANCE LIBERAL ARTS EDUCATION IN EUROPE AND PROVIDE FUNDING FOR STIPENDS FOR FACULTY RESEARCH.THE AMOUNTS EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THOSEPURPOSES WAS $620,644 IN 2022.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $620,644 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 01/26/2023 | |
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | ||||||||||
| GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | 2022-10-28 | $534,260 | FOR PURCHASING ACCOMMODATIONS FOR FOREIGN STUDENTS.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $534,260 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 01/26/2023 | |
| EUROPEAN COLLEGES OF LIBERAL ARTS AND SCIENCES | ||||||||||
| GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | 2021-11-18 | $140,641 | FOR PROPAGATING THE LIBERAL ARTS AND SCIENCES IN EUROPE.THE AMOUNTS EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THOSE PURPOSES WAS $3,391.66 IN 2021 AND $34,656.15 IN 2022.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $38,048 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 03/31/2023 | |
| INCOMMON NON-PROFIT CIVIL COMPANY | ||||||||||
| AGIAS SOFIAS 105 | THESSALONIKI | GR | 546 33 | 2020-04-24 | $802,773 | FOR THE URBAN SUSTAINABILITY & CIRCULARITY LAB.THE ORIGINAL AMOUNT OF GRANT AWARDED WAS $1,400,000, PAYABLE THROUGHOUT 2020 TO 2022, HOWEVER DUE TO COVID-19 THE ORGANIZATION ONLY REQUIRED $802,773 WITH $173,982 IN 2020, $334,671 IN 2021 AND $294,120 IN 2022. THE AMOUNTS EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THOSE PURPOSES WAS $173,982 IN 2020, $297,704 IN 2021 AND $288,406 IN 2022.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $760,092 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 02/10/2023 | |
| CENTER FOR LIBERAL ARTS AESTHETIC EDUCATION AND THE ENVIROMENT GGMBH | ||||||||||
| C/O HERRN DR PETER HAJNAL WORTHER | BERLIN | GM | 10435 | 2022-01-20 | $290,000 | FOR THE DEVELOPMENT OF NEW FORMS OF AESTHETIC EDUCATION.THE TOTAL AMOUNT OF GRANT AWARDED WAS $290,000, PAYABLE IN THREE INSTALLMENTS, $95,000 IN 2022 AND 2023 AND $100,000 IN 2024. THE AMOUNTS EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THOSE PURPOSES IN 2022 WAS $62,829.44.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $62,829 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 01/23/2023 | STRASSE 7 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,393 SHRS ALNYLAM PHARMACEUTICALS, INC. | $331,046 | $331,046 |
| 9,980 SHRS ALPHABET INC. - CLASS C | $885,525 | $885,525 |
| 1,957 SHRS BECTON DICKINSON & CO. | $497,665 | $497,665 |
| 1,421 SHRS BIOMARIN PHARMACEUTICAL INC. | $147,059 | $147,059 |
| 5,642 SHRS BRISTOL MYERS SQUIBB CO. | $405,942 | $405,942 |
| 9,442,503 SHRS CENTRAL SECURITIES CORPORATION | $315,275,733 | $315,275,733 |
| 10,575 SHRS DUKE ENERGY CORPORATION | $1,089,119 | $1,089,119 |
| 9,840 SHRS ENBRIDGE INC. | $384,744 | $384,744 |
| 31,400 SHRS EXXON MOBIL CORPORATION | $3,463,420 | $3,463,420 |
| 24,267 SHRS FREEPORT-MCMORAN INC | $922,146 | $922,146 |
| 17,595 SHRS GENERAL MILLS, INC. | $1,475,341 | $1,475,341 |
| 988 SHRS ILLUMINA, INC. | $199,774 | $199,774 |
| 1,993 SHRS IONIS PHARMACEUTICALS INC. | $75,276 | $75,276 |
| 4,000 SHRS KYOCERA CORPORATION | $199,645 | $199,645 |
| 20,000 SHRS MEDTRONIC, PLC | $1,554,400 | $1,554,400 |
| 9,060 SHRS MERCK & CO., INC. | $1,005,207 | $1,005,207 |
| 3,815 SHRS META PLATFORMS | $459,097 | $459,097 |
| 1,550 SHRS NEUROCRINE BIOSCIENCES, INC. | $185,132 | $185,132 |
| 906 SHRS ORGANON & CO | $25,305 | $25,305 |
| 20,415 SHRS PROCTOR & GAMBLE CO. | $3,094,097 | $3,094,097 |
| 11,900 SHRS PROGRESSIVE CORPORATION | $1,543,549 | $1,543,549 |
| 3,440 SHRS QUEST DIAGNOSTICS INCORPORATED | $538,154 | $538,154 |
| 295 SHRS REGENERON PHARMACEUTICALS | $212,839 | $212,839 |
| 25,000 SHRS SHELL PLC-ADR | $1,423,750 | $1,423,750 |
| 13,600 SHRS TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD - SP ADR | $1,013,064 | $1,013,064 |
| 3,747 SHRS VANGUARD MID-CAP ETF | $763,676 | $763,676 |
| 2,785 SHRS VANGUARD S&P 500 ETF | $978,482 | $978,482 |
| 2,160 SHRS VANGUARD SMALL-CAP ETF | $396,446 | $396,446 |
| 24,474 SHRS VERIZON COMMUNICATIONS | $964,276 | $964,276 |
| 6,434 SHRS WALMART, INC. | $912,277 | $912,277 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| CO-OPS | $2,890,506 | $0 | $2,890,506 | $2,890,506 |
| IMPROVEMENTS | $782,323 | $0 | $782,323 | $782,323 |
| NOTE: DEPRECIATION EXPENSE IS NOT RECORDED BY THE FOUNDATION. | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MILBANK LLP | $1,026 | $0 | $1,026 |
| PATTERSON BELKNAP WEBB & TYLER | $55,114 | $0 | $55,114 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE FOREIGN SECURITY TAX | Desc |
| BOY Book Value | $83,973 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $114,692,663 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $200 | $0 | $200 |
| CHRISTMAS TIPS | $2,445 | $0 | $2,445 |
| COMPUTER | $46,283 | $0 | $46,283 |
| CONFERENCE CENTER | $826 | $0 | $826 |
| CONSULTANTS PASS THRUS EXPENSES | $23,574 | $0 | $23,574 |
| DUES | $1,750 | $0 | $1,750 |
| EQUIPMENT/ EQUIPMENT RENTAL | $8,576 | $0 | $8,576 |
| FOOD & BEVERAGE | $310 | $0 | $310 |
| FOUNDATION PROJECTS/ENDEAVOR DIALOGUES | $195,514 | $0 | $195,514 |
| FURNITURE & DECORATING | $7,840 | $0 | $7,840 |
| MISCELLANEOUS | $13,688 | $0 | $13,688 |
| OFFICE RENOVATION | $23,469 | $0 | $23,469 |
| OFFICE SUPPLIES | $4,879 | $0 | $4,879 |
| POSTAGE | $1,796 | $0 | $1,796 |
| STORAGE ROOM | $3,840 | $0 | $3,840 |
| TELEPHONE SYSTEM | $879 | $0 | $879 |
| TRANSPORTATION | $2,122 | $0 | $2,122 |
| UNRECOVERABLE LOSS | $81,015 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAINS FROM STOCK DISTRIBUTIONS TO GRANTEES | Desc |
| Amt | $7,961,840 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY SOLUTIONS - IT SUPPORT | $26,495 | $0 | $26,495 |
| JUDITH MEYERS - CONSULTING SERVICES | $1,000 | $0 | $1,000 |
| SAGEVIEW ADVISORY GROUP | $5,000 | $0 | $5,000 |
| ROCKEFELLER TRUST COMPANY - CUSTODIAL SERVICES | $597,476 | $537,728 | $59,748 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $487,940 | $0 | $0 |
| FOREIGN TAXES | $96,677 | $96,677 | $0 |