DEUPREE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEUPREE FAMILY FOUNDATION (EIN 31-1746946)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-09
- IRS object ID
- 202341299349104389
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T12:59:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311746946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deupree Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEUP | 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 | susan deupree jones | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | susan | PersonFirstNm |
| Person Last | deupree jones | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,424,351 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $187 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,239 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $706,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,986,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $706,481 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,407 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $897,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $882,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,323 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $57,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,742 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $159 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $159 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,052 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $992,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $992,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,092,186 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,021,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$194,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $215,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,656 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,554,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,362,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,210,695 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,770,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,575,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,424,351 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,770,744 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,575,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,770,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,575,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,770,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,575,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,770,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$194,872 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,575,872 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,575,872 | 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 | $1,986,252 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,279,771 | CostOrOtherBasisAmt |
| Gain Or Loss | $706,481 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $706,481 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,468 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,468 | SubtotalAmt |
| Tax Based On Investment Income | $11,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,197 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,997 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $529 | OverpaymentAmt |
| Applied To ES Tax | $529 | AppliedToESTaxAmt |
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 | OH | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| Martha Chong | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Kristine Cramer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Caleb T Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Karolen Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Kato Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Taylor Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Richard Redwood Deupree III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Andrew Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan Deupree Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| 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 | $7,430,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,656,941 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,656,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,542,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,468 | TotalTaxAmt |
| Distributable Before Adj | $365,636 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $365,636 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $365,636 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,021,794 | 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 | $1,021,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,636 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $69,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $425,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $512,817 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $408,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,415,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,021,794 | QualifyingDistributionsAmt |
| Applied To Current Year | $365,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $656,158 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,071,490 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,071,490 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,425 | ExcessFromYear4Amt |
| Excess From Year3 | $425,089 | ExcessFromYear3Amt |
| Excess From Year2 | $512,817 | ExcessFromYear2Amt |
| Excess From Year1 | $408,001 | ExcessFromYear1Amt |
| Excess From Current Year | $656,158 | 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 (226 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 13 HANDS EQUINE RESCUE INC | |||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | N/A | PC | General & Unrestricted | $5,000 |
| 9TH LIFE HAWAII | |||||||
| PO BOX 476 | MAKAWAO | HI | 96768 | N/A | PC | General & Unrestricted | $5,000 |
| A GREENER WORLD | |||||||
| PO BOX 115 | TERREBONNE | OR | 97760 | N/A | PC | General & Unrestricted | $3,000 |
| A MORE BALANCED WORLD INC | |||||||
| 25149 SMOKEWOOD WAY | STEVENSON RNH | CA | 91381 | N/A | PC | in support of SMALL ACTS OF SUSTAINABILITY | $2,000 |
| ABILITIES DANCE INCORPORATED | |||||||
| 2 STRATHMORE RD APT 3 | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $2,000 |
| ADVOCATES FOR URBAN AGRICULTURE NFP | |||||||
| PO BOX 168083 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $1,000 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,500 |
| AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY | |||||||
| 1663 MISSION ST STE 500 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $3,250 |
| ALOHA ILIO RESCUE | |||||||
| PO BOX 492364 | KEAAU | HI | 96749 | N/A | PC | General & Unrestricted | $4,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 9450 SW GEMINI DR PMB 62825 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN SPECIAL HOCKEY ASSOCIATION | |||||||
| 37 KENILWORTH RD | BINGHAMTON | NY | 13903 | N/A | PC | General & Unrestricted | $5,000 |
| AND-HOF ANIMALS SANCTUARY FOR FARM ANIMALS INC | |||||||
| 25 FEATHERSTONE RD | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $2,000 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | |||||||
| 730 CHURCH ST | NEW KENSINGTN | PA | 15068 | N/A | PC | Blue Collar Cats | $1,500 |
| APOPO US INC | |||||||
| 712 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,500 |
| ARIZONA FRIENDS OF CHAMBER MUSIC | |||||||
| PO BOX 40845 | TUCSON | AZ | 85717 | N/A | PC | General & Unrestricted | $1,000 |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS RD | PHOENIX | AZ | 85041 | N/A | PC | General & Unrestricted | $2,500 |
| ASIAN MENTAL HEALTH COLLECTIVE | |||||||
| 613 PARK LN | FRIENDSWOOD | TX | 77546 | N/A | PC | General & Unrestricted | $2,000 |
| ASIAN WOMEN UNITED OF MINNESOTA | |||||||
| PO BOX 6223 | MINNEAPOLIS | MN | 55406 | N/A | PC | General & Unrestricted | $2,000 |
| AUSTIN PETS ALIVE | |||||||
| 1156 W CESAR CHAVEZ ST | AUSTIN | TX | 78703 | N/A | PC | General & Unrestricted | $1,500 |
| BAINBRIDGE ARTISAN RESOURCE NETWORK | |||||||
| 8890 THREE TREE LN NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $5,000 |
| BAINBRIDGE ISLAND LAND TRUST | |||||||
| 147 FINCH PL SW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $2,000 |
| BAINBRIDGE ISLAND MUSEUM OF ART | |||||||
| 550 WINSLOW WAY E | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| BAINBRIDGE ISLAND ULTIMATE | |||||||
| 6590 NE DAPPLE CT | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $2,000 |
| BAT CONSERVATION INTERNATIONAL INC | |||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $3,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE SECOND ST SUITE 2200 | MIAMI | FL | 33131 | N/A | PC | General & Unrestricted | $10,000 |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | |||||||
| 40 RECTOR ST 11TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $3,000 |
| BIG CAT RESCUE CORP | |||||||
| 12802 EASY ST | TAMPA | FL | 33625 | N/A | PC | General & Unrestricted | $2,000 |
| BISHOP MUSEUM | |||||||
| 1525 BERNICE ST | HONOLULU | HI | 96817 | N/A | PC | General & Unrestricted | $2,000 |
| BLANKETS & BEARS INC | |||||||
| 1133 KOOTENAI AVE | BILLINGS | MT | 59105 | N/A | PC | General & Unrestricted | $2,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $3,000 |
| BROTHER WOLF ANIMAL RESCUE INC | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 28814 | N/A | PC | Cat transport | $3,000 |
| CAMELLAS CUPBOARD INCORPORATED | |||||||
| PO BOX 1771 | NEW MILFORD | CT | 06776 | N/A | PC | General & Unrestricted | $1,000 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | General & Unrestricted | $70,000 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | Camp Ogichi Daa Kwe, the boat building project, andthe Ogichi scholarship fund | $23,000 |
| CAPPELLA ROMANA INC | |||||||
| 1201 SW 12TH AVE STE 415 | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $4,850 |
| CARING FOR THE HOMELESS OF PEEKSKILL INC | |||||||
| 200 N WATER ST STE 3 | PEEKSKILL | NY | 10566 | N/A | PC | General & Unrestricted | $1,000 |
| CASA ESPERANZA INC | |||||||
| 1705 COUNTY RD 285 | LIBERTY HILL | TX | 78642 | N/A | PC | General & Unrestricted | $11,000 |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $2,500 |
| CASCADE BICYCLE CLUB | |||||||
| 7787 62ND AVE NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $500 |
| CELEBRATION OF LIFE COMMUNITY INC | |||||||
| PO BOX 24039 | ROCHESTER | NY | 14624 | N/A | PC | Help Me Read program | $3,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| 378 N MAIN AVE | TUCSON | AZ | 85701 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | N/A | PC | General & Unrestricted | $9,345 |
| CHANGING GAITS INC | |||||||
| 27274 MONUMENT RD | BROOK PARK | MN | 55007 | N/A | PC | Mushu Fund | $2,500 |
| CHARLIES ANGELS ANIMAL RESCUE | |||||||
| 5526 HENDERSONVILLE RD | FLETCHER | NC | 28732 | N/A | PC | Exhaust fan fund | $1,500 |
| CHINESE FOR AFFIRMATIVE ACTION | |||||||
| 17 WALTER U LUM PL | SAN FRANCISCO | CA | 94108 | N/A | PC | Stop AAPI Hate Fund | $1,000 |
| CHRISTIAN LIFE OUTREACH INC | |||||||
| 6438 E JENAN DR | SCOTTSDALE | AZ | 85254 | N/A | PC | Mom's Pantry | $2,000 |
| CINCINNATI MUSEUM CENTER | |||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | N/A | PC | for updating electrical system for the CMC Skinner | $50,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| COALITION FOR SONORAN DESERT PROTECTION | |||||||
| 738 N 5TH AVE STE 205 | TUCSON | AZ | 85705 | N/A | PC | To fund the replacement of wildlife cameras lost during the monsoons | $5,000 |
| COALITION FOR SONORAN DESERT PROTECTION | |||||||
| 738 N 5TH AVE STE 205 | TUCSON | AZ | 85705 | N/A | PC | General & Unrestricted | $30,000 |
| COALITION TO SALUTE AMERICAS HEROES FOUNDATION | |||||||
| 552 FORT EVANS ROAD STE 300 | LEESBURG | VA | 20176 | N/A | PC | America's Little Helpers program | $2,000 |
| COMMUNITY FOOD BANK INC | |||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY FOUNDATION OF SARASOTA COUNTY INC | |||||||
| 2635 FRUITVILLE RD | SARASOTA | FL | 34237 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY RENEWAL TEAM INC | |||||||
| 555 WINDSOR ST | HARTFORD | CT | 06120 | N/A | PC | Elderly Nutrition Program | $2,500 |
| CONNECTICUT VETERINARY MEDICAL FOUNDATION INC | |||||||
| 434 SILAS DEANE HWY | WETHERSFIELD | CT | 06109 | N/A | PC | Voucher Program | $2,075 |
| CRUCES CREATIVES | |||||||
| 205 E LOHMAN AVE | LAS CRUCES | NM | 88001 | N/A | PC | Community Mural Project | $3,840 |
| CULTURE AID NOLA | |||||||
| 1526 MANDEVILLE ST | NEW ORLEANS | LA | 70117 | N/A | PC | Aid to victims of hurricanes Ida and Nicholas | $5,000 |
| CUPCAKE GIRLS | |||||||
| 3110 S VALLEY VIEW BLVD STE 201 | LAS VEGAS | NV | 89102 | N/A | PC | Direct Care Program | $5,000 |
| DETROIT DOG RESCUE | |||||||
| PO BOX 806119 | ST CLR SHORES | MI | 48080 | N/A | PC | General & Unrestricted | $500 |
| DODDRIDGE COUNTY HUMANE SOCIETY INC | |||||||
| 1286 WISEMAN RUN RD | WEST UNION | WV | 26426 | N/A | PC | General & Unrestricted | $500 |
| EAST BAY SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 8323 BALDWIN ST | OAKLAND | CA | 94621 | N/A | PC | General & Unrestricted | $1,000 |
| EAST HAWAII CULTURAL COUNCIL | |||||||
| 141 KALAKAUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $3,500 |
| EASTERN AGENCY ON AGING | |||||||
| 240 STATE ST | BREWER | ME | 04412 | N/A | PC | lease issues related to Furry Friends Food Bank | $1,850 |
| EDITH KANAKAOLE FOUNDATION | |||||||
| 1500 KALANIANAOLE ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $2,500 |
| ENGINEERS FOR A SUSTAINABLE WORLD | |||||||
| 424 SAPPHIRE WAY | PITTSBURGH | PA | 15224 | N/A | PC | Summer projects | $8,525 |
| ESTHER NEONATAL KITTEN ALLIANCE | |||||||
| PO BOX 2161 | ASHEVILLE | NC | 28802 | N/A | PC | General & Unrestricted | $3,000 |
| ETOSHA RESCUE & ADOPTION CENTER | |||||||
| 191 JACKSON CIR | SEGUIN | TX | 78155 | N/A | PC | General & Unrestricted | $2,000 |
| EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL | |||||||
| 6 YATES ST | BIDDEFORD POOL | ME | 04006 | N/A | PC | General & Unrestricted | $1,500 |
| EVLOVES | |||||||
| 520 E 5TH ST APT 4C | NEW YORK | NY | 10009 | N/A | PC | General & Unrestricted | $4,000 |
| FAITH EQUESTRIAN THERAPEUTIC CENTER INC | |||||||
| 243 APPALOOSA WAY | GUYTON | GA | 31312 | N/A | PC | General & Unrestricted | $6,150 |
| FELICIAS FARM | |||||||
| 5995 E GRANT RD STE 200 | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $6,000 |
| FIX OUR FERALS | |||||||
| 12226 SAN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | General & Unrestricted | $1,500 |
| FLANDERS NATURE CENTER INC VAN VLECK FARM | |||||||
| 5 CHURCH HILL RD | WOODBURY | CT | 06798 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDATION OF ARTS MUSIC AND EDUCATION | |||||||
| PO BOX 764 | BEDFORD HILLS | NY | 10507 | N/A | PC | General & Unrestricted | $5,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | General & Unrestricted | $15,000 |
| FOX TUCSON THEATRE FOUNDATION | |||||||
| PO BOX 1008 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $10,000 |
| FREEDOM FARM ANIMAL SANCTUARY | |||||||
| 757 S ST | MIDDLEBURY | CT | 06762 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF CONARD THEATER & STAGECRAFT INC | |||||||
| 301 WESTPPOINT TERRACE | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $750 |
| FRIENDS OF GEORGETOWN HISTORY | |||||||
| 6601 CARLETON AVE S UNIT A | SEATTLE | WA | 98108 | N/A | PC | in support of native storyteller participation in the upcoming Haunted History Tour | $1,000 |
| FRIENDS OF LILIUOKALANI GARDENS | |||||||
| PO BOX 5147 | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE FARMS | |||||||
| 250 MADRONA WAY NE STE 110B | BAINBRIDGE IS | WA | 98110 | N/A | PC | Food Forest initiative | $2,000 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||||
| 501 SUMMER ST UNIT 614 | HONOLULU | HI | 96817 | N/A | PC | for the Hilo and Laupahoehoe library branches on the Big Island | $2,500 |
| FRIENDS OF THE PALACE THEATER | |||||||
| 38 HAILI ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF TUCSONS BIRTHPLACE INC | |||||||
| PO BOX 1228 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $500 |
| FROM JERSEY WITH LOVE | |||||||
| 115 DEWITT AVE | ASBURY | NJ | 07712 | N/A | PC | General & Unrestricted | $3,000 |
| FRONT RANGE FREEDOM RESCUE INC | |||||||
| 3888 SAINT VINCENT PL | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $3,000 |
| FRONT-PORCH FELINES | |||||||
| 15607 CAROLINE AVE | FORT LUPTON | CO | 80621 | N/A | PC | General & Unrestricted | $1,000 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 SIXTH AVE | NEW YORK | NY | 10013 | N/A | PC | ROAD TO UNI | $1,000 |
| GATHERING 4 GARDNER INC | |||||||
| 2885 SANFORD AVE SW 39552 | GRANDVILLE | MI | 49418 | N/A | PC | Charitable Event | $2,000 |
| GATHERING 4 GARDNER INC | |||||||
| 2885 SANFORD AVE SW 39552 | GRANDVILLE | MI | 49418 | N/A | PC | General & Unrestricted | $1,000 |
| GEORGE WASHINGTON CARVER BIRTHPLACE DISTRICT ASSOC | |||||||
| 5646 CARVER RD | DIAMOND | MO | 64840 | N/A | PC | General & Unrestricted | $1,550 |
| GIVING THE BASICS INC | |||||||
| 927 S 7TH ST | KANSAS CITY | KS | 66105 | N/A | PC | Pantry Program and School Program | $5,000 |
| GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | infrastructure improvements fund | $25,000 |
| GRAND BLANC EDUCATIONAL FOUNDATION | |||||||
| 8046 PAGELS DR | GRAND BLANC | MI | 48439 | N/A | PC | Technology Explorations at Cook Elementary School | $1,300 |
| GRAYWOLF PRESS | |||||||
| 250 3RD AVE N STE 600 | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $500 |
| GREATER CINCINNATI ARTS & EDUCATION CENTER | |||||||
| 108 W CENTRAL PKWY | CINCINNATI | OH | 45202 | N/A | PC | for SCPA music students Scholarship Fund | $3,000 |
| GREATER GOOD CHARITIES | |||||||
| 600 UNIVERSITY ST | SEATTLE | WA | 98101 | N/A | PC | For the Jackson Galaxy Project | $2,000 |
| HARTLAND ENRICHMENT AND RECREATION ORGANIZATION | |||||||
| 3191 HARTLAND RD | HARTLAND | MI | 48353 | N/A | PC | General & Unrestricted | $10,000 |
| HAWAII ISLAND HUMANE SOCIETY | |||||||
| 78-6767 MAMALAHOA HWY | HOLUALOA | HI | 96725 | N/A | PC | General & Unrestricted | $4,000 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN RD | KAMUELA | HI | 96743 | N/A | PC | HPA Sea Turtle Research and Conservation Program | $1,000 |
| HAWAII WILDLIFE CENTER | |||||||
| PO BOX 551752 | KAPAAU | HI | 96755 | N/A | PC | General & Unrestricted | $2,500 |
| HEALING HOOFBEATS OF CT INC | |||||||
| 94 ISAIAH SMITH LN | MORRIS | CT | 06763 | N/A | PC | Roof repair fund | $4,000 |
| HEARTLAND FARM SANCTUARY INC | |||||||
| PO BOX 45746 | MADISON | WI | 53744 | N/A | PC | General & Unrestricted | $1,000 |
| HEAVEN ON EARTH SOCIETY FOR ANIMALS INC | |||||||
| 7342 FULTON AVE | N HOLLYWOOD | CA | 91605 | N/A | PC | General & Unrestricted | $1,000 |
| HELP HOMELESS INC | |||||||
| 1 ARBOR FIELD CT | OLD WESTBURY | NY | 11568 | N/A | PC | General & Unrestricted | $500 |
| HELPING HANDS SIMIAN AIDES FOR THE DISABLED INC - | |||||||
| 541 CAMBRIDGE ST | ALLSTON | MA | 02134 | N/A | PC | Care of retired monkey helpers | $2,000 |
| HELPLINE HOUSE | |||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $3,000 |
| HIGHLAND PARK ELEMENTARY P T A SEATTLE COUNCIL | |||||||
| 1012 SW TRENTON ST | SEATTLE | WA | 98106 | N/A | PC | Playground fund | $6,000 |
| HOPE FOR LEARNING FOUNDATION | |||||||
| 10301 HULL ST RD STE 3 | MIDLOTHIAN | VA | 23112 | N/A | PC | General & Unrestricted | $3,000 |
| HOPE SERVICES HAWAII INC | |||||||
| 357 WAIANUENUE AVE | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $3,750 |
| HUI ALOHA KIHOLO | |||||||
| PO BOX 1868 | KAMUELA | HI | 96743 | N/A | PC | General & Unrestricted | $2,500 |
| HUI MALAMA I KE ALA ULILI | |||||||
| PO BOX 6 | PAAUILO | HI | 96776 | N/A | PC | General & Unrestricted | $6,000 |
| HUI PONO HOLOHOLONA | |||||||
| PO BOX 943 | MOUNTAIN VIEW | HI | 96771 | N/A | PC | General & Unrestricted | $2,500 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 |
| HUMANE SOCIETY OF FLORIDA INC | |||||||
| 5801 CAMINO DEL SOL APT 300 | BOCA RATON | FL | 33433 | N/A | PC | Adopt Me! aids | $2,000 |
| HYLA MIDDLE SCHOOL | |||||||
| 7861 NE BUCKLIN HILL RD | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $5,500 |
| INSTITUTE FOR HUMANE EDUCATION | |||||||
| PO BOX 260 | SURRY | ME | 04684 | N/A | PC | Thought Exchange Platform | $3,000 |
| INTERNATIONAL BIRD RESCUE | |||||||
| PO BOX 2171 | LONG BEACH | CA | 90801 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | On the ground relief in Ukraine and neighboring countries with refugee | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | Charitable Event | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $2,000 |
| ISHA FOUNDATION INC | |||||||
| 951 ISHA LN | MCMINNVILLE | TN | 37110 | N/A | PC | For the building campaign for the yoga center in Los Angeles, CA | $3,000 |
| JENGA JUMUIA - BUILDING COMMUNITY THROUGH SCHOOL B | |||||||
| 945 MCKINNEY ST STE 494 | HOUSTON | TX | 77002 | N/A | PC | for CENCUDER-Cameroon educational program | $1,000 |
| KUAAINA ULU AUAMO | |||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | N/A | PC | General & Unrestricted | $5,000 |
| LGBT PLUS CENTER ORLANDO INC | |||||||
| 946 N MILLS AVE | ORLANDO | FL | 32803 | N/A | PC | General & Unrestricted | $4,000 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | General & Unrestricted | $15,000 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | Charitable Event | $1,000 |
| MAGICAL CREATURES OF HAMAKUA - ANIMAL RESCUE AND S | |||||||
| PO BOX 444 | LAUPAHOEHOE | HI | 96764 | N/A | PC | General & Unrestricted | $1,000 |
| MALTA HOUSE INC | |||||||
| 139A W ROCKS RD | NORWALK | CT | 06851 | N/A | PC | GED program | $2,325 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,200 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | Mighty Toddlers Program | $2,000 |
| MOHONK PRESERVE INC | |||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | N/A | PC | for bringing city children to the Preserve | $5,000 |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYE ST STE 125 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL CENTER FOR VICTIMS OF CRIME INC | |||||||
| 3434 N WASHINGTON BLVD | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL NOVEL WRITING MONTH | |||||||
| 3354 ADELINE ST | BERKELEY | CA | 94703 | N/A | PC | General & Unrestricted | $1,000 |
| NAZARENE COMPASSIONATE MINISTRIES INC | |||||||
| 17001 PRAIRIE STAR PKWY STE 100 | LENEXA | KS | 66220 | N/A | SO II | Charitable Event | $5,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $2,000 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ENGLAND STEAM CORP | |||||||
| PO BOX 302 | WINTERPORT | ME | 04496 | N/A | PC | General & Unrestricted | $2,000 |
| NEW GEORGIA PROJECT INCORPORATED | |||||||
| 830 GLENWOOD AVE SE STE 510-221 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $10,000 |
| NOTRE DAME URBAN EDUCATION CENTER INC | |||||||
| 14 E 8TH ST | COVINGTON | KY | 41011 | N/A | PC | Homework Plus Program | $2,000 |
| NOWZAD | |||||||
| 2770 MAIN ST STE 161 | FRISCO | TX | 75033 | N/A | PC | General & Unrestricted | $3,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | Champions for Sea Change | $5,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 |
| OKLAHOMA PET COLLECTIVE SOCIETY | |||||||
| 128 S 122ND E AVE | TULSA | OK | 74128 | N/A | PC | General & Unrestricted | $1,500 |
| ONE HEART WILD EDUCATION SANCTUARY | |||||||
| 12620 WILLAMETTE MERIDIAN RD NW | SILVERDALE | WA | 98383 | N/A | PC | General & Unrestricted | $1,000 |
| OPEN DOOR FOUNDATION INC | |||||||
| 165 MAIN ST | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $5,000 |
| PACIFIC GATEWAY CENTER | |||||||
| 723 UMI ST STE C | HONOLULU | HI | 96819 | N/A | PC | Social Enterprise Program | $2,500 |
| PAEPAE O HEEIA | |||||||
| PO BOX 6355 | KANEOHE | HI | 96744 | N/A | PC | General & Unrestricted | $2,000 |
| PALM BEACH ISLAND CATS INC | |||||||
| PO BOX 173 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $500 |
| PAWS CROSSED ANIMAL RESCUE INC | |||||||
| 100 S WAREHOUSE LN | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $1,000 |
| PEEWEES PET ADOPTION WORLD & SANCTUARY INC | |||||||
| 1307 SARATOGA BLVD | CORP CHRISTI | TX | 78417 | N/A | PC | General & Unrestricted | $2,000 |
| PENNSYLVANIA PUBLIC RADIO ASSOCIATES INC | |||||||
| PO BOX 256 | CHESTER SPRGS | PA | 19425 | N/A | PC | Echoes Radio Program | $500 |
| PETS ALIVE INC | |||||||
| 363 DERBY RD | MIDDLETOWN | NY | 10940 | N/A | PC | General & Unrestricted | $2,000 |
| PIER PARENT TEACHER ORGANIZATION | |||||||
| 259 OLD PIONEER RD | FOND DU LAC | WI | 54935 | N/A | PC | General & Unrestricted | $5,000 |
| PINK SPACE THEORY | |||||||
| 3360 POST OFC RD | WOODBRIDGE | VA | 22193 | N/A | PC | General & Unrestricted | $2,500 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109TH ST SUITE 200 | OVERLAND PARK | KS | 66211 | N/A | PC | General & Unrestricted | $3,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DR STE 201 | TOWSON | MD | 21204 | N/A | PC | Welcome to Chinatown | $3,000 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $5,000 |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| WESTCHESTER AVE | POUND RIDGE | NY | 10576 | N/A | PC | General Operations | $2,000 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST RD | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LIONS AMBULANCE CORPS | |||||||
| PO BOX 237 | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| PRIDE TREE | |||||||
| 7529 LUNA BELLA AVE | LAS VEGAS | NV | 89179 | N/A | PC | General & Unrestricted | $5,000 |
| PROJECT LIBERTY SHIP INC | |||||||
| PO BOX 25846 | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $1,000 |
| PROJECT URGE INC | |||||||
| 1 FAVOR ST | ROCHESTER | NY | 14608 | N/A | PC | Mothers in need of Others program | $1,000 |
| RAINBOW FRIENDS ANIMAL SANCTUARY | |||||||
| PO BOX 1259 | KURTISTOWN | HI | 96760 | N/A | PC | General & Unrestricted | $4,000 |
| REVIVED SOLDIERS UKRAINE | |||||||
| 110 DREW CT PO BOX 3196 | STATELINE | NV | 89449 | N/A | PC | General & Unrestricted | $3,000 |
| SAN ANTONIO AREA FOUNDATION | |||||||
| 303 PEARL PKWY STE 114 | SAN ANTONIO | TX | 78215 | N/A | PC | Uvalde Strong Survivors Fund | $3,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,500 |
| SECOND CHANCE NYC INCORPORATED | |||||||
| 12113 SUTPHIN BLVD | JAMAICA | NY | 11434 | N/A | PC | General & Unrestricted | $500 |
| SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AN | |||||||
| 700 EDWARDS AVE | NEW ORLEANS | LA | 70123 | N/A | PC | For flood victims of hurricanes Ida and Nicholas | $5,000 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE INC | |||||||
| 331 GREAT CIR RD | NASHVILLE | TN | 37228 | N/A | PC | To be directed to the recent flood victims | $5,000 |
| SIMPSON COUNTY LITERACY COUNCIL INC | |||||||
| 231 S COLLEGE ST | FRANKLIN | KY | 42134 | N/A | PC | General & Unrestricted | $5,000 |
| SISTAHS CAN WE TALK INC | |||||||
| 5045 W 81ST ST N | VALLEY CENTER | KS | 67147 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTH SHORE YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 79 CODDINGTON ST | QUINCY | MA | 02169 | N/A | PC | care and feeding of resident hawk and owl | $3,000 |
| SOUTH SIDE COMMUNITY ART CENTER | |||||||
| 3831 S MICHIGAN AVE | CHICAGO | IL | 60653 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $3,000 |
| SPIRIT OF GIVING FUND | |||||||
| 646 S FLORES ST | SAN ANTONIO | TX | 78204 | N/A | PC | General & Unrestricted | $3,000 |
| SQUEAKY WHEELS | |||||||
| 221 WINSLOW WAY W | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $500 |
| STARFISH LEARNING CENTER | |||||||
| 1543 W HOWARD ST | CHICAGO | IL | 60626 | N/A | PC | General & Unrestricted | $1,000 |
| STEVENSVILLE SHARING TREE | |||||||
| PO BOX 747 | STEVENSVILLE | MT | 59870 | N/A | PC | General & Unrestricted | $2,000 |
| SUMNER COMMUNITY FOOD BANK | |||||||
| PO BOX 475 | SUMNER | WA | 98390 | N/A | PC | General & Unrestricted | $3,000 |
| SWEET ADELINES INTERNATIONAL | |||||||
| 9110 S TOLEDO AVE | TULSA | OK | 74137 | N/A | PC | General & Unrestricted | $500 |
| SYLVIA RIVERA LAW PROJECT INC | |||||||
| 147 W 24TH ST 5TH FL | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,000 |
| TECH TURN UP | |||||||
| 1666 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| TEXAS DIAPER BANK | |||||||
| 1803 GRANDSTAND DR STE 150 | SAN ANTONIO | TX | 78238 | N/A | PC | General & Unrestricted | $5,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $17,000 |
| THE FOUNDATION FOR NORTH AMERICA WILD SHEEP | |||||||
| 412 PRONGHORN TRAIL | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $2,000 |
| THE HERMITAGE CAT SHELTER | |||||||
| PO BOX 13508 | TUCSON | AZ | 85732 | N/A | PC | Charitable Event | $1,000 |
| THE SAFE CROSSINGS FOUNDATION | |||||||
| 4210 SW OREGON ST STE H | SEATTLE | WA | 98116 | N/A | PC | General & Unrestricted | $3,000 |
| THE TANK CENTER FOR SONIC ARTS INC | |||||||
| 233 COUNTY RD 46 | RANGELY | CO | 81648 | N/A | PC | General & Unrestricted | $5,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $3,000 |
| THREE RING RANCH INC | |||||||
| 75-809 KEAOLANI DR | KAILUA KONA | HI | 96740 | N/A | PC | General & Unrestricted | $1,500 |
| THREE VALLEY CONSERVATION TRUST | |||||||
| 5995 FAIRFIELD RD STE 3 | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $1,000 |
| TOHONO CHUL PARK INC | |||||||
| 7366 N PASEO DEL NORTE | TUCSON | AZ | 85704 | N/A | PC | General & Unrestricted | $1,000 |
| TONIS PONIES | |||||||
| PO BOX 697 | KINGSTON | WA | 98346 | N/A | PC | General & Unrestricted | $2,000 |
| TRI-STATE BIRD RESCUE AND RESEARCH INC | |||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | N/A | PC | General & Unrestricted | $1,000 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $1,500 |
| TUOLUMNE RIVER PRESERVATION TRUST | |||||||
| PO BOX 3727 | SONORA | CA | 95370 | N/A | PC | General & Unrestricted | $7,500 |
| TURNING POINTE DONKEY RESCUE INC | |||||||
| PO BOX 248 | DANSVILLE | MI | 48819 | N/A | PC | General & Unrestricted | $1,000 |
| U C SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | N/A | PC | for the UC Santa Cruz Library Special Collections, specifically the Grateful Dead Archive | $4,000 |
| UMASS MEDICAL SCHOOL FOUNDATION INC | |||||||
| 333 SOUTH ST SUITE 290 | SHREWSBURY | MA | 01545 | N/A | PC | Sibling Support Program | $5,000 |
| UNION STREET BRICK CHURCH | |||||||
| 126 UNION ST | BANGOR | ME | 04401 | N/A | PC | General & Unrestricted | $8,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $1,000 |
| UPLANDS PEAK SANCTUARY INC | |||||||
| 6444 FREEDOM ARNEY RD | FREEDOM | IN | 47431 | N/A | PC | Building appropriate shelter for recent intake of many chickens and roosters | $3,000 |
| UPTURNSHIPS INC | |||||||
| 5832 LINCOLN DR 153 | MINNEAPOLIS | MN | 55436 | N/A | PC | General & Unrestricted | $2,000 |
| URBAN JUNCTURE FOUNDATION | |||||||
| 300 E 51ST ST | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $25,000 |
| VALLEY COMMUNITY CENTER | |||||||
| 549 5TH ST | CLARKSTON | WA | 99403 | N/A | PC | General & Unrestricted | $2,500 |
| VOICES OF HOPE FOR APHASIA INC | |||||||
| 6798 CROSSWINDS DR N STE B-102 | ST PETERSBURG | FL | 33710 | N/A | PC | General & Unrestricted | $2,000 |
| VOLUNTEER GUARDIANSHIP ONE-ON-ONE | |||||||
| 50 MAIN ST | FLEMINGTON | NJ | 08822 | N/A | PC | General & Unrestricted | $5,000 |
| WALDORF SCHOOL ASSOCIATION OF MICHIGAN | |||||||
| 2555 BURNS ST | DETROIT | MI | 48214 | N/A | PC | General & Unrestricted | $2,500 |
| WATERTOWN HUMANE SOCIETY INC | |||||||
| 418 WATER TOWER CT | WATERTOWN | WI | 53094 | N/A | PC | General & Unrestricted | $4,000 |
| WAYNE OPPORTUNITY CENTER INC | |||||||
| 619 S GEORGE ST | GOLDSBORO | NC | 27530 | N/A | PC | Greenhouse Project | $10,000 |
| WE DONT WASTE INC | |||||||
| 5971 BROADWAY | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $5,000 |
| WESTCHESTER SHORE HUMANE SOCIETY INC | |||||||
| 7 HARRISON AVE | HARRISON | NY | 10528 | N/A | PC | General & Unrestricted | $2,000 |
| WESTMORELAND SANCTUARY INC | |||||||
| 260 CHESTNUT RIDGE RD | MOUNT KISCO | NY | 10549 | N/A | PC | the local high school internship program | $2,000 |
| WILDERNESS INTEGRATION PROJECT | |||||||
| PO BOX 816 | KINGSTON | WA | 98346 | N/A | PC | General & Unrestricted | $20,000 |
| WILDERNESS INTEGRATION PROJECT | |||||||
| PO BOX 816 | KINGSTON | WA | 98346 | N/A | PC | Establish Endowment Fund | $40,000 |
| WOLF CONSERVATION CENTER INC | |||||||
| PO BOX 421 | SOUTH SALEM | NY | 10590 | N/A | PC | General & Unrestricted | $5,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | Charitable Event | $10,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | Relief in Ukraine and neighbors taking in refugees | $10,000 |
| YANCEY COUNTY HUMANE SOCIETY | |||||||
| PO BOX 1016 | BURNSVILLE | NC | 28714 | N/A | PC | General & Unrestricted | $3,000 |
| YOUTH ON THEIR OWN | |||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | Charitable Event | $500 |
| YWCA OF HAWAII ISLAND | |||||||
| 1382 KILAUEA AVE | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $992,260 | 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 | $187 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,239 | 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 | $706,481 | 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 | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,407 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $897,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $897,314 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $29,239 | $76,164 |
| ABBVIE INC | $83,974 | $147,799 |
| AIR PRODS & CHEM INC | $79,934 | $115,671 |
| AMERICAN TOWER REIT INC | $62,498 | $70,032 |
| AUTOMATIC DATA PROCESSING INC | $63,086 | $80,865 |
| BEST BUY INC | $76,507 | $43,612 |
| BLACKROCK INC | $66,295 | $96,228 |
| BROADCOM INC | $100,795 | $145,257 |
| CHEVRON CORP | $84,298 | $109,743 |
| CISCO SYSTEMS INC | $50,614 | $86,559 |
| COMCAST CORP | $41,496 | $41,516 |
| CORNING INC | $54,754 | $43,389 |
| CROWN CASTLE INTL | $49,572 | $99,513 |
| EATON CORP PLC | $45,227 | $52,664 |
| ELI LILLY & CO | $36,042 | $103,429 |
| EVERSOURCE ENERGYINC | $30,027 | $31,676 |
| FIDELITY NATIONAL INFORMATION | $61,997 | $58,119 |
| FIRST TRUST DEVELOPED MARKETS | $128,251 | $124,418 |
| FIRST TRUST DOW JONES INTERNET | $225,387 | $201,088 |
| FIRST TRUST FINANCIAL ALPHADEX | $53,297 | $53,112 |
| FIRST TRUST INTERNATIONAL EQUI | $121,053 | $87,766 |
| FIRST TRUST LOW DURATION OPPOR | $216,420 | $204,212 |
| FIRST TRUST NORTH AMERICAN ENE | $141,079 | $165,508 |
| FIRST TRUST TCW OPP FIXED INC | $93,410 | $85,970 |
| FT-PREFERRED SECUR & INC ETF | $188,406 | $171,266 |
| HOME DEPOT INC | $39,218 | $93,800 |
| ILLINOIS TOOL WORKS | $36,582 | $51,030 |
| ISHARES 20+ YR TREAS BD | $368,143 | $274,195 |
| ISHARES INC ISHARES MSCI EM ES | $47,556 | $37,997 |
| ISHARES MSCI KLD 400 SOCIAL IN | $252,606 | $365,613 |
| ISHARES TRUST ISHARES MSCI EAF | $60,935 | $51,275 |
| JP MORGAN CHASE | $41,685 | $59,458 |
| KEURIG DR PEPPER INC | $73,814 | $69,683 |
| LOCKHEED MARTIN CORP | $33,761 | $81,692 |
| MARSH AND MCLENNAN COMPANIES I | $50,976 | $97,963 |
| MCDONALD'S CORP | $60,622 | $92,580 |
| MEDTRONIC PLC | $96,277 | $87,417 |
| MERCK & CO INC | $123,895 | $150,339 |
| MICROSOFT CORP | $25,922 | $111,207 |
| MONDELEZ INTERNATIONAL INC | $119,668 | $132,376 |
| NEXTERA ENERGY, INC | $43,140 | $125,485 |
| NUSHARES ETF TR/ESG LARGE-CAP | $119,802 | $102,425 |
| NUVEEN ESG LARGE-CAP VALUE ETF | $101,328 | $102,844 |
| NUVEEN ESG SMALL-CAP ETF | $70,152 | $72,674 |
| PAYCHEX | $24,836 | $59,099 |
| PEPSICO INC | $92,277 | $138,161 |
| PHILLIPS 66 | $37,863 | $29,926 |
| PIMCO 25+ YR ZERO CPN U.S. TRS | $26,873 | $18,203 |
| PNC FINANCIAL GROUP INC | $117,504 | $116,908 |
| PROCTER GAMBLE CO | $129,545 | $137,751 |
| PROLOGIS | $56,334 | $72,943 |
| QUALCOMM INC | $78,975 | $81,498 |
| REALTY INCOME CORP | $95,290 | $98,772 |
| SEMPRA ENERGY COM | $70,140 | $90,012 |
| STARBUCKS CORP COM | $72,055 | $87,237 |
| TEXAS INSTRUMENTS INC | $49,653 | $100,180 |
| TRUIST FINANCIAL CORPORATION | $99,786 | $118,954 |
| UNITED PARCEL SERVICE | $111,351 | $100,762 |
| US BANCORP | $57,761 | $49,886 |
| VANGUARD LT GOV BOND ETF | $261,928 | $197,711 |
| WEC ENERGY GROUP, INC | $30,305 | $57,063 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,323 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,323 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,058 | $27,058 | |
| CREDIT CARD PROCESSING FEES | $52 | $52 | |
| Office Supplies | $586 | $586 | |
| Postage/Delivery Service | $106 | $106 | |
| State or Local Filing Fees | $200 | $200 | |
| Website Hosting/Support | $50 | $50 | |
| BANK CHARGES | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $14,407 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $57,742 | Amt |
| Net Investment Income | $57,742 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $7,900 |
| 990-PF Extension for 2021 | $4,600 |