FRANKEL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY FOUNDATION (EIN 36-7337220)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202312839349100431
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T15:53:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367337220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frankel Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FRAN | 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 | LEIGH ANN FRANKEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEIGH ANN | PersonFirstNm |
| Person Last | FRANKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,392,319 | 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 | $5,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,050 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$153,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,379,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$63,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,759 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,601 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,601 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,860 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,964 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,954 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,954 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,362 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $931,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $931,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,071,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,028,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,134,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $253,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,435 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,194 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,194 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,194 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,437,436 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,507,215 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,423,768 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $681,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $744,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $893,195 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,705,968 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,022,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $966,727 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $432,783 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $1,543 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,513,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,383,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,392,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,513,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,383,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,513,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,383,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,513,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,383,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,513,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,134,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,000 | OtherIncreasesAmt |
| Subtotal | $3,383,183 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,383,183 | 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 | $3,379,541 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,532,881 | CostOrOtherBasisAmt |
| Gain Or Loss | -$153,340 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$153,340 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$153,340 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $640 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $640 | SubtotalAmt |
| Tax Based On Investment Income | $640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,139 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,139 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,499 | OverpaymentAmt |
| Applied To ES Tax | $1,499 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | frankelfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Leigh Ann Frankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 3.0 | $0 | $0 | $0 |
| Marya Frankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Matt Frankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, VP, Dir | 1.0 | $0 | $0 | $0 |
| Mimi Frankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Peter Frankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jennie Wolfe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC PHILANTHROPY LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 w Irving Park Rd | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $58,860 | CompensationAmt |
| 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 | $4,017,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,293,203 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,293,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,228,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $640 | TotalTaxAmt |
| Distributable Before Adj | $210,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,800 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $214,800 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,028,702 | 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 | $1,028,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,800 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $806,160 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $872,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $824,014 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $805,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,308,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,028,702 | QualifyingDistributionsAmt |
| Applied To Current Year | $214,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $813,902 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,121,927 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $806,160 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,315,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $872,543 | ExcessFromYear3Amt |
| Excess From Year2 | $824,014 | ExcessFromYear2Amt |
| Excess From Year1 | $805,308 | ExcessFromYear1Amt |
| Excess From Current Year | $813,902 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER FRANKEL | ContributingManagerNm |
| Contributing Manager | MATTHEW FRANKEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF ARIZONA | |||||||
| PO BOX 17148 | PHOENIX | AZ | 85011 | N/A | PC | General & Unrestricted | $10,000 |
| ACLU FOUNDATION OF ARIZONA | |||||||
| PO BOX 17148 | PHOENIX | AZ | 85011 | N/A | PC | Advancing the civil rights, liberties, and dignity | $25,000 |
| ADOPT-A-NATIVE-ELDER | |||||||
| PO BOX 3401 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $1,000 |
| BOOKS AND BREAKFAST | |||||||
| 419 GREENWOOD ST | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| BULLETIN OF THE ATOMIC SCIENTISTS | |||||||
| 1307 E 60TH ST STE 1 | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | Energy Justice Program | $50,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $10,000 |
| CHANGING WOMAN INITIATIVE | |||||||
| 4133 MONTGOMERY BLVD NE | ALBUQUERQUE | NM | 87109 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||
| 180 N STETSON AVE STE 1400 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $5,000 |
| COLIBRI CENTER FOR HUMAN RIGHTS | |||||||
| 3849 E BROADWAY BLVD 206 | TUCSON | AZ | 85716 | N/A | PC | General & Unrestricted | $1,000 |
| CONCERN WORLDWIDE U S INC | |||||||
| 355 LEXINGTON AVE 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | N/A | PC | Nursing School Scholarship Fund | $1,000 |
| CULTURAL SURVIVAL INC | |||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | N/A | PC | General & Unrestricted | $1,000 |
| CURE VIOLENCE GLOBAL | |||||||
| 227 W MONROE ST STE 1025 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $1,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | Seeding Sovereignty Support | $1,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $500 |
| EARTH LAW CENTER | |||||||
| 530 MAIN AVE STE F | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $1,000 |
| ERIE FAMILY HEALTH CENTER INC | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $10,000 |
| EVANSTON GROWS | |||||||
| 2757 LINCOLNWOOD DR | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVE STE 214 | EVANSTON | IL | 60202 | N/A | PC | General & Unrestricted | $12,500 |
| FAMILY PROMISE CHICAGO NORTH SHORE | |||||||
| 1417 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $10,000 |
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC | |||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | N/A | PC | Legal Assistance for immigrants | $75,000 |
| FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA INC | |||||||
| 1723 W DEVON AVE PO BOX 60085 | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $5,000 |
| FULLER PROJECT FOR INTERNATIONAL REPORTING INC | |||||||
| 712 H ST NE PMB 37 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $5,000 |
| GIRLFORWARD | |||||||
| 6263 N CLARK ST | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $5,000 |
| GIRLS PLAY SPORTS INC NFP | |||||||
| 3536 HILLSIDE RD | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| GLOBAL HEALTH COMMITTEE INC | |||||||
| 200 LONGWOOD AVE STE 249 | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $10,000 |
| GRACIA INC NFP | |||||||
| 1341 W FULLERTON 203 | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $5,000 |
| GROWING SEASON-ILLINOIS INC | |||||||
| 1603 ORRINGTON AVE 13TH FL | EVANSTON | IL | 60201 | N/A | PC | Aux of Evanston Support | $10,000 |
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | General & Unrestricted | $70,000 |
| HANDS OF PEACE | |||||||
| 1000 ELM ST | GLENVIEW | IL | 60025 | N/A | PC | General & Unrestricted | $12,000 |
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | |||||||
| 208 S LASALLE ST STE 1300 | CHICAGO | IL | 60604 | N/A | PC | Protecting Asylum Rights-legal services | $25,000 |
| HEARTLAND ALLIANCE INTERNATIONAL LLC | |||||||
| 208 S LASALLE | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $5,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | General & Unrestricted | $5,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General & Unrestricted | $1,000 |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | Education Fund | $5,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | to fund refugee work | $15,000 |
| HYDE SCHOOL | |||||||
| 616 HIGH ST | BATH | ME | 04530 | N/A | PC | Scholarship Fund | $10,000 |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | |||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | General & Unrestricted | $5,000 |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | |||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | Indigenous Environmental Network Support | $5,000 |
| JAMES B MORAN CENTER FOR YOUTH ADVOCACY | |||||||
| 1123 EMERSON ST SUITE 203 | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| JEWISH COMMUNITY FOUNDATION OF GREATER PRESCOTT | |||||||
| PO BOX 2684 | PRESCOTT | AZ | 86302 | N/A | PC | General & Unrestricted | $11,000 |
| JEWISH FAMILY SERVICE OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | N/A | PC | to fund refugee services | $5,000 |
| JEWISH FAMILY SERVICE OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $1,000 |
| JEWISH RECONSTRUCTIONIST CONGREGATION | |||||||
| 303 DODGE AVE | EVANSTON | IL | 60202 | N/A | PC | General & Unrestricted | $3,000 |
| JUSTIN WYNN MEMORIAL FUND | |||||||
| PO BOX 1057 | EVANSTON | IL | 60204 | N/A | PC | General & Unrestricted | $5,000 |
| KINO BORDER INITIATIVE | |||||||
| PO BOX 159 | NOGALES | AZ | 85628 | N/A | PC | General & Unrestricted | $35,000 |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | PC | General & Unrestricted | $24,700 |
| MCGAW YMCA | |||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | N/A | PC | Capital Gift for Camp Echo. | $25,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 14747 N NORTHSIGHT BLVD STE 111-228 | SCOTTSDALE | AZ | 85260 | N/A | PC | Arizona Section Support | $1,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 14747 N NORTHSIGHT BLVD STE 111-228 | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $5,000 |
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | |||||||
| PO BOX 675 | FLAGSTAFF | AZ | 86002 | N/A | PC | General & Unrestricted | $1,000 |
| NATIVE CONSERVANCY | |||||||
| PO BOX 456 | CORDOVA | AK | 99574 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL HISTORY INSTITUTE | |||||||
| 126 N MARINA ST | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $50,000 |
| NDN COLLECTIVE INC | |||||||
| 408 KNOLLWOOD DR | RAPID CITY | SD | 57701 | N/A | PC | General & Unrestricted | $1,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS | |||||||
| 3626 GARFIELD AVE | MINNEAPOLIS | MN | 55409 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD ARIZONA INC | |||||||
| 4751 N 15TH ST | PHOENIX | AZ | 85014 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| PRESCOTT ANIMAL PARK ASSOCIATION | |||||||
| 1403 HERITAGE PARK RD | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $10,000 |
| PRESCOTT FARMERS MARKET INC | |||||||
| PO BOX 1853 | PRESCOTT | AZ | 86302 | N/A | PC | General & Unrestricted | $3,000 |
| ROMERO INSTITUTE | |||||||
| 210 HIGH ST 2ND FL | SANTA CRUZ | CA | 95060 | N/A | PC | Lakota People's Law Project | $1,000 |
| ROMERO INSTITUTE | |||||||
| 210 HIGH ST 2ND FL | SANTA CRUZ | CA | 95060 | N/A | PC | General & Unrestricted | $500 |
| ST MARKS PRESBYTERIAN CHURCH | |||||||
| 3809 E 3RD ST | TUCSON | AZ | 85716 | N/A | PC | Keep Tuscon Together | $50,000 |
| STAND | |||||||
| 1329 N STATE ST STE 302 | BELLINGHAM | WA | 98225 | N/A | PC | General Support and Extreme Oil Campaign | $50,000 |
| THE CHICAGO COMMUNITY TRUST | |||||||
| 33 S STATE ST SUITE 750 | CHICAGO | IL | 60603 | N/A | PC | Goldin Institute/Chicago Peace Fellows Program | $30,000 |
| THE JOFFREY BALLET | |||||||
| 10 EAST RANDOLPH ST | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,000 |
| THE UNIVERSITY OF MAINE | |||||||
| 5703 ALUMNI HALL RM 100 | ORONO | ME | 04469 | N/A | PC | general Scholarship Fund | $5,000 |
| TUCSON JEWISH COMMUNITY CENTER INC | |||||||
| 3800 E RIVER RD | TUCSON | AZ | 85718 | N/A | PC | General & Unrestricted | $1,000 |
| TURTLE CONSERVANCY | |||||||
| PO BOX 1289 | OJAI | CA | 93024 | N/A | PC | Chelonian Research Foundation-publications | $10,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | to support Food & Environment-Farm Bill Legislation | $25,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | Climate programs | $10,000 |
| UNITARIAN UNIVERSALIST CHURCH OF TUCSON | |||||||
| 4831 E 22ND ST | TUCSON | AZ | 85711 | N/A | PC | No More Deaths/No Mas Muertos | $1,000 |
| UNITED STATES ASSOCIATION FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | secondary education program | $5,000 |
| USAHELLO | |||||||
| PO BOX 15167 | PORTLAND | OR | 97293 | N/A | PC | General & Unrestricted | $10,000 |
| WESTERN STATES CENTER INC | |||||||
| 3519 NE 15TH 117 | PORTLAND | OR | 97212 | N/A | PC | Common Good Initiative | $25,000 |
| WOMENS REFUGEE COMMISSION INC | |||||||
| 15 WEST 37TH ST 9TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $15,000 |
| YAVAPAI REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 1003 WILLOW CREEK RD | PRESCOTT | AZ | 86301 | N/A | SO I | Family resource center, family birthing center and employee assistance | $10,000 |
| YOUTH & OPPORTUNITY UNITED INC | |||||||
| 1911 CHURCH ST | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $20,000 |
| YWCA EVANSTON NORTH SHORE | |||||||
| 1215 CHURCH ST | EVANSTON | IL | 60201 | N/A | PC | Capital Fund | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $931,200 | 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 | $2,050 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,709 | 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 | -$153,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$68,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$68,581 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Frankel Mimi | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 N Lake Shore Drive 18-C | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $17,725 | Amt |
| Disbursements Charitable Prps | $17,725 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM - 3.600% - 04/13/20 | $154,010 | $142,326 |
| APPLE - 2.200% - 09/11/2029 | $191,765 | $182,106 |
| BANK AMER CORP - 3.500% - 04/1 | $215,128 | $190,757 |
| COMCAST CORP - 3.700% - 04/15/ | $51,500 | $49,256 |
| JPMORGAN CHASE & CO - 3.300% - | $153,747 | $142,581 |
| MORGAN STANLEY - 3.625% - 01/2 | $129,307 | $132,023 |
| U S BANCORP - 3.375% - 02/05/2 | $127,498 | $127,678 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $6,258 | $15,881 |
| ALPHABET INC CL C | $6,651 | $17,746 |
| AMAZON COM | $23,950 | $18,900 |
| BAIRD INTERMEDIATE BOND FD INS | $280,716 | $277,020 |
| BOOKING HOLDINGS INC | $21,119 | $24,183 |
| COOPER COMPANIES INC | $16,108 | $28,768 |
| DANAHER CORP | $7,865 | $34,505 |
| DOLLAR GENERAL CORP | $22,368 | $30,043 |
| EDWARDS LIFESCIENCES | $10,125 | $21,712 |
| ENTEGRIS INC | $20,248 | $13,577 |
| EQUINIX, INC | $23,491 | $24,236 |
| FIRST REPUBLIC BANK | $20,876 | $22,672 |
| FORTUNE BRANDS INNOVATIONS INC | $16,313 | $18,161 |
| HENRY JACK & ASSOC INC | $12,562 | $14,571 |
| MARKETAXESS HOLDINGS, INC | $20,603 | $21,196 |
| MASTERBRAND INC | $2,288 | $2,401 |
| NORDSON CP | $11,968 | $27,100 |
| PROGRESSIVE CORP OHIO | $15,078 | $23,348 |
| PTC INC | $22,678 | $32,171 |
| S&P GLOBAL INC COM | $8,342 | $24,116 |
| SALESFORCE.COM | $28,551 | $19,358 |
| STERIS PLC | $28,388 | $26,411 |
| SVB FINANCIAL GROUP | $7,759 | $9,436 |
| SYNOPSYS, INC | $20,368 | $30,013 |
| TJX COMPANIES INC | $11,716 | $27,064 |
| TYLER TECHNOLOGIES, INC | $21,133 | $19,989 |
| VISA INC | $24,771 | $48,200 |
| WALT DISNEY HOLDINGS CO | $32,091 | $20,417 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,507,215 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,423,768 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Foundation Formation/1023 Prep | $1,351 | $1,351 |
| General Consultations | $250 | $250 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $6,108 | $6,108 | |
| Administrative Set-Up Fee | $9,500 | $9,500 | |
| Bank Charges | $652 | $652 | |
| Office & Supplies | $1,135 | $1,135 | |
| State or Local Filing Fees | $15 | $15 | |
| Website Hosting/Support | $604 | $604 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $4,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PHILANTHROPIC CONSULTING SRVS | $58,860 | $58,860 | |
| Investment Management Services | $38,031 | $38,031 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $1,543 |
| 990-PF Estimated Tax for 2022 | $600 |
| 990-PF Excise Tax for 2021 | $1,821 |