JEM PROJECT: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEM PROJECT (EIN 84-3344588)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349103946
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:40:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Disaster Relief | FEMA-4683-DR | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843344588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEM PROJECT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LEAH BURROUGHS | InCareOfNm |
| Business Name Control | JEMP | BusinessNameControlTxt |
| Phone | 7045647765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BLACKFIELD DRIVE 129 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA MANNING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7045647765 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | MANNING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY N YOUNG | PreparerPersonNm |
| PTIN | P00711292 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,645,651 | 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 | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $907,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $832,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $781,442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,839,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $828,215 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,707 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,745 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,703,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,662,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,438 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,438 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $258,614 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $258,614 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,184 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,184 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $940 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $940 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,598 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,299 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,299 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $223,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,311 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,296 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25,958 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,162 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,162 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $744,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $275,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $421,389 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,854,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,854,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,599,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $275,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,276,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,896,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,387,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $182,645 | CashEOYAmt |
| Cash EOYFMV | $182,645 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,369,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,144,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,144,390 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $406,640 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $386,317 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $28,374,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,088,223 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $5,030,306 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,588,022 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,549,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,385,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,249,993 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $6,061 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,061 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,919,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,529,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,645,651 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $24,790 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,986 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,986 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,894,507 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,504,761 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,894,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,504,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,919,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,529,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,894,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,896,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $506,383 | OtherIncreasesAmt |
| Subtotal | $37,504,761 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $37,504,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $31,780,438 | $31,011,211 | $769,227 | $769,227 |
| CAPITAL GAIN DISTRIBUTIONS | P | $58,988 | $58,988 | $58,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $828,215 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,280 | SubtotalAmt |
| Tax Based On Investment Income | $19,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,707 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,707 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,427 | OverpaymentAmt |
| Applied To ES Tax | $25,427 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.thejemproject.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAH BURROUGHS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045647765 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BLACKFIELD DRIVE 129 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA MANNING | ||||||||
| 1 BLACKFIELD DRIVE 129 | TIBURON | CA | 94920 | PRESIDENT | 20.0 | $0 | $0 | $0 |
| Rachel Shocket | ||||||||
| 2815 28TH ST | San Diego | CA | 92104 | Director of Operations | 40.0 | $87,438 | $2,817 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LEAH BURROUGHS | ||||||||
| 6274 SIX STRING COURT | FORT MILL | SC | 29708 | EXECUTIVE DIRECTOR | 40.0 | $166,145 | $8,348 | $604 |
| VALERIE WILLIAMS | ||||||||
| 4014 ZENAKO ST | SAN DIEGO | CA | 92122 | PROGRAM OFFICER | 40.0 | $92,469 | $3,019 | $203 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 California Street34th Floor | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT | ServiceTypeTxt |
| Compensation | $234,319 | 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 | $43,022,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,577,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,600,166 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,600,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $684,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,916,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,245,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,245,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,280 | TotalTaxAmt |
| Distributable Before Adj | $2,226,528 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,226,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,226,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,276,288 | 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 | $8,276,288 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,226,528 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $2,693,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,089,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,782,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,276,288 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,226,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,049,760 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,832,349 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,832,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,693,391 | ExcessFromYear2Amt |
| Excess From Year1 | $2,089,198 | ExcessFromYear1Amt |
| Excess From Current Year | $6,049,760 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JESSICA MANNING | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St Vincent De Paul Foundation | |||||||
| 3350 E St | San Diego | CA | 92102 | none | PC | For Thanksgiving 5k fundraiser | $1,050 |
| Healing Hearts Foundation | |||||||
| PO Box 172 | Keene | CA | 93531 | NONE | PC | Funds towards truckload of alfalfa hay for rescue animals | $2,500 |
| Reef Check Foundation | |||||||
| 13723 Fiji WAY STE B2 | MARINA DEL REY | CA | 90292 | NONE | PC | Pacific Coast Kelp Forest Monitoring and Restoration | $120,000 |
| Childrens Miracle Network | |||||||
| 205 W 700 S | Salt Lake City | UT | 84101 | NONE | PC | Fundraising through ExtraLife (Twitch.tv) for Rady Children's Hospital through CMNH | $29,075 |
| Maui Food Bank INC | |||||||
| 760 KULU STREET | WAILUKU | HI | 96793 | NONE | PC | Thanksgiving meals for families in need in Maui | $10,000 |
| SAFE HOUSE PROJECT INC | |||||||
| 1340 North Great Neck Road Suite 1 | Virginia Beach | VA | 23454 | NONE | PC | Survivor emergency placement funding | $88,000 |
| FIFTY-FIFTY LEADERSHIP INC | |||||||
| 265 S Western Ave Ste 74012 | Los Angeles | CA | 90004 | NONE | PC | Money 101 for women who had been in foster care or experienced incarceration | $5,000 |
| A Kid Again INC | |||||||
| 777 DEARBORN PARK LANE | COLUMBUS | OH | 43085 | NONE | PC | Fundraising birthday event to support child welfare programs | $50,000 |
| Agua Hedionda Lagoon Foundation | |||||||
| 1580 CANNON RD | CARLSBAD | CA | 92008 | NONE | PC | Support low socioeconomic and disadvantaged school field trips to subsidize the cost per child | $10,000 |
| All About Animals Rescue INC | |||||||
| PO Box 4331 | MACON | GA | 31208 | NONE | PC | Funding feline and canine alters in the Maternity Ward | $10,000 |
| Angels Journey Home Animal Rescue | |||||||
| 4531 STATE RT 51 N | BELLE VERNON | PA | 15012 | NONE | PC | Rescue and rehabilitation costs for a 30-cat stray rescue project | $4,000 |
| Animal Assisted Therapy Programs OF COLORADO | |||||||
| 7275 KIPLING ST | ARVADA | CO | 80005 | NONE | PC | animal care for the 30+ rescued animals acting as therapy animals, and low-cost animal assisted psychotherapy sessions | $5,000 |
| Animal Rescue of the Rockies | |||||||
| 13918 E Mississippi Ave 60188 | Aurora | CO | 80012 | NONE | PC | Vet care including spay/neuter, vaccinations, tests and parasite treatment for dogs and cats | $5,000 |
| Big Brothers Big Sisters of San Diego County | |||||||
| 4305 UNIVERSITY AVE 590 | San Diego | CA | 92105 | NONE | PC | Directly support 12 new Matches for one year | $130,000 |
| Birch Aquarium at Scripps Institution of Oceanogra | |||||||
| 9500 CILMAN DRIVE 0207 | La Jolla | CA | 92093 | NONE | PC | Deep Sea Debris Sponsorship | $100,000 |
| Boys and Girls Club Central Orange | |||||||
| 17701 Cowan | Irvine | CA | 92614 | NONE | PC | College Bound program, providing guidance, mentorship, & resources to prepare 2,500+ at-risk youth | $10,000 |
| Boys and Girls Club East County | |||||||
| 8820 TAMBERLY WAY | Santee | CA | 92071 | NONE | PC | Low-cost, high-quality after-school and school-break camps for 2,000 El Cajon, Lakeside, Santee, and La Mesa children ages 6-18 | $10,000 |
| Boys and Girls Club San Diego | |||||||
| 4635 CLAIREMONT MESA BLVD | San Diego | CA | 92117 | NONE | PC | Pathways to Academic and Creative Excellence PACE | $10,000 |
| Boys and Girls Home of North Carolina | |||||||
| 400 FLEMINGTON DRIVE | LAKE WACCAMAW | NC | 28450 | NONE | PC | The Waccamaw Way Trauma Treatment Model | $198,940 |
| Brother Wolf Animal Rescue | |||||||
| 31 Glendale Ave | Asheville | NC | 28803 | NONE | PC | Save animal lives through in-house, timely diagnostics and treatments, and adoption services | $30,688 |
| Colorado Association of Black Professional Enginee | |||||||
| PO BOX 200508 | DENVER | CO | 80220 | NONE | PC | TO PROVIDE STEM EDUCATION AND MENTORING TO UNDERSERVED MINORITY YOUTH IN DENVER, COLORADO | $25,000 |
| Called to Care INC | |||||||
| 210 W Gordon St | Valdosta | GA | 31601 | NONE | PC | Journey Bag Program for children in foster care | $5,000 |
| Camp Canaan | |||||||
| 3111 Sand Island Rd | Rock Hill | SC | 29732 | NONE | PC | Dining hall project at Camp Canaan | $100,000 |
| Carolina Caring Foundation | |||||||
| 3975 ROBINSON ROAD | NEWTON | NC | 28658 | NONE | PC | Cardinal Kids growth - Child Life Therapist and Administrative Office Assistant | $95,000 |
| Casa Teresa | |||||||
| PO Box 429 | Orange | CA | 92856 | NONE | PC | Life-skills workshops and career development programs in their home for pregnant women in crisis | $15,000 |
| Catherine's House | |||||||
| 141 Mercy Dr | BELMONT | NC | 28012 | NONE | PC | 4-6 month program for each woman's basic needs: food, shelter, safety, individualized, person-centered approach | $60,000 |
| Kintegra Health | |||||||
| 200 e 2nd ave | GASTONIA | NC | 28052 | NONE | PC | Help sponsor a health fair for kids | $25,000 |
| Center For Animal Rescue & Enrichment of St Louis | |||||||
| 2700 Walnut Pl | St Louis | MO | 63103 | NONE | PC | Training & Enrichment Program for in-house shelter | $5,000 |
| Challenged Athletes Foundation | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | 2023 CAF Grant Program - Youth Sports Participation | $55,000 |
| Charity Water | |||||||
| PO Box 5026 | Hagerstown | MD | 21741 | NONE | PC | "THE Well" annual dues | $250,000 |
| Charlotte Mecklenburg Dream Center (Restoration Wo | |||||||
| PO Box 30877 | CHARLOTTE | NC | 28202 | NONE | PC | Adopt A Block expansion to Enderly Park neighborhood | $10,000 |
| Charlotte Speech and Hearing Center | |||||||
| 741 KENILWORTH AVE STE 100 | CHARLOTTE | NC | 28204 | NONE | PC | Sound Beginnings and APPLE a Day programs | $50,000 |
| Chicago Voyagers | |||||||
| 534 Pratt Ave N | Schaumburg | IL | 60193 | NONE | PC | Journey Program to serve students in North Chicago | $7,500 |
| Children's Attention Home | |||||||
| PO Box 2912 | Rock Hill | SC | 29732 | NONE | PC | New vehicle - Edited to reflect the new price of an all terrain vehicle | $40,000 |
| City Grazing | |||||||
| 100 Cargo Way | San Francisco | CA | 94124 | NONE | PC | Launch our grazing education program at Bay Area schools; sustainable land management and fire risk reduction | $18,000 |
| Clinics Can Help Inc | |||||||
| 2560 WESTGATE AVENUE | WEST PALM BEACH | FL | 33409 | NONE | PC | KIDS IN NEED OF DURABLE EQUIPMENT RIGHT NOW (KINDER Project) | $20,000 |
| Coastal Roots Farm | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | Environmental STEM and Nutrition Education Program | $100,000 |
| Compassion for the Family | |||||||
| 26876 29TH RD | BRANFORD | FL | 32008 | NONE | PC | Casa Esperanza - matching fundraising for battered women's program | $50,000 |
| Conservation Fisheries Inc | |||||||
| 3424 DiVisioN STreeT | KNOXVILLE | TN | 37919 | NONE | PC | Aquaria racks refurb project at CFI hatchery | $50,000 |
| Cool Kids Campaign Foundation | |||||||
| 8422 Bellona Ln | Towson | MD | 21204 | NONE | PC | Cool Kids Clubhouse - support programming for teens battling cancer | $10,000 |
| Coral Restoration Foundation Exploration Center | |||||||
| 5 Seagate Blvd | Key Largo | FL | 33037 | NONE | PC | 10 full-day charters for restoration team outplanting corals | $25,000 |
| Council for Children's Rights | |||||||
| 601 E 5th St 510 | Charlotte | NC | 28202 | NONE | PC | Program Support for The Education Navigation Project | $25,000 |
| Dress For Success Charlotte | |||||||
| 500 Clanton Rd A | Charlotte | NC | 28217 | NONE | PC | Matching campaign funds Your Hour Her Power | $50,000 |
| Eat Learn Play | |||||||
| 369 3rd Street Suite A | Oakland | CA | 94607 | NONE | PC | Donation to Stephen & Ayesha Curry foundation for at risk youth in California | $100,000 |
| ENVIRONMENTAL INVESTIGATION AGENCY (EIA) | |||||||
| PO Box 53343 | WASHINGTON | DC | 20009 | NONE | PC | Matching funds for campaigning towards illegal logging and program development | $175,000 |
| Exceptional Care for Children | |||||||
| 11 Independence Way | Newark | DE | 19713 | NONE | PC | Mobility needs of medically complex children in their 31-bedroom pediatric Skilled Nursing Facility | $20,000 |
| Fearless Kitty Rescue | |||||||
| 16832 E Ave of the Fountains | Fountain Hills | AZ | 85268 | NONE | PC | Supporting the medical program for 350 cats & kittens per year | $4,000 |
| Femergy | |||||||
| 4182 Worth Ave | Columbus | OH | 43219 | NONE | PC | GHRO Your Future, a life-skills development and mentoring program for girls ages 12-18 | $5,000 |
| Flamingo Gardens Inc | |||||||
| 3711 Cogswell Rd 113 | El Monte | CA | 91732 | NONE | PC | Specialized rehabilitation team and medical supplies, specialized diets for rescued animals | $30,000 |
| Florida Keys Children's Shelter | |||||||
| 73 High Point Rd 2005 | Tavernier | FL | 33070 | NONE | PC | Project Lighthouse drop in center essential services | $10,000 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 23324 | NONE | PC | TO SUPPORT THE EPIC KIDS PROGRAM | $20,000 |
| For Pets' Sake | |||||||
| 1869 215th St | Muscatine | IA | 52761 | NONE | PC | Helping low income people get pet neuter/spay and medical care | $1,000 |
| Foundation for Animal Care and Education | |||||||
| 10505 Sorrento Valley Road Suite 1 | San Diego | CA | 92121 | NONE | PC | Save-A-Life Program- protect animals and their families from euthanasia simply due to financial hardship | $20,000 |
| Freedom Reigns Ranch | |||||||
| 1725 Barker Rd | Thompsons Station | TN | 37179 | NONE | PC | Junior ranchers program | $5,400 |
| Friends of AEA | |||||||
| 3035 Ash St | San Diego | CA | 92102 | NONE | PC | Friends of Albert Einstein Academies | $1,000 |
| Front Porch Felines | |||||||
| 15607 CAROLINE AVE | FT LUPTON | CO | 80621 | NONE | PC | Spay/neuter, medical care, food and shelters for hundreds of community cats | $5,000 |
| Front Range Freedom Rescue | |||||||
| PO Box 19378 | Boulder | CO | 80308 | NONE | PC | Life-saving difference to 10 cats with medical issues and to provide 30 spay/neuter surgeries and vaccinations | $5,000 |
| Giants Community Fund | |||||||
| 24 Willie Mays Plaza | San Francisco | CA | 94107 | NONE | PC | Funds for implementation of CRM/donor database and ERP/accounting software | $150,000 |
| Girl Scouts of Middle Tennessee | |||||||
| 4522 Granny White Pike | Nashville | TN | 37204 | NONE | PC | Troop 6000 - serves girls experiencing homelessness | $5,000 |
| Girls on the Run International | |||||||
| PO Box 30667 PMB 65493 | Charlotte | NC | 28230 | NONE | PC | GOTR Third Edition: for Elementary School-Aged Girls | $55,000 |
| PAYPAL CHARITABLE Giving Fund | |||||||
| 1250 I St NW 1202 | Washington | DC | 20005 | NONE | PC | UNRESTRICTED | $5,000 |
| Global Sanctuary for Elephants | |||||||
| PO Box 2426 | Brentwood | TN | 37024 | NONE | PC | Female African elephant expansion (Phase II) at ESB | $40,000 |
| Golden Harvest Food Bank | |||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | NONE | PC | Backpack program provides each child with a bag of food for the weekend that is easy to open, heat and eat | $20,000 |
| Helix Charter HIGH School | |||||||
| 7323 UNIVERSITY AVE | LA MESA | CA | 91942 | NONE | PC | UNRESTRICTED | $50,000 |
| Helping Hands Hawaii | |||||||
| 2100 N Nimitz Hwy | Honolulu | HI | 96819 | NONE | PC | School supplies and backpacks for kids on the Hawaiian islands | $20,000 |
| Holy Angels | |||||||
| 6600 WILKINSON BLVD | BELMONT | NC | 28012 | NONE | PC | Hope for Angels - Brookview and Oakcrest resident facilities updates | $50,000 |
| Home Start Inc | |||||||
| 410 Riverside Ave | Roseville | CA | 95678 | NONE | PC | 50th Anniversary Event "Blue Ribbon Gala" | $69,000 |
| Home Works | |||||||
| 5501 DELMAR BLVD STE A530 | St Louis | MO | 63112 | NONE | PC | The Teacher Home Visit Program and Fellowship Program | $12,000 |
| Hope's Legacy Equine Rescue INC | |||||||
| 2080 Castle Rock Rd | Afton | VA | 22920 | NONE | PC | Books at the Barn youth program | $3,635 |
| HopeCam | |||||||
| 12100 sunset hills road suite c10 | reston | VA | 20190 | NONE | PC | Technology to bring sick children together with their classrooms and friends | $7,000 |
| Horses of Hope Oregon | |||||||
| 2895 Cloverdale Dr SE | Turner | OR | 97392 | NONE | PC | Funds towards a new horse for equine-assisted therapy programs | $2,500 |
| Hospice AND Palliative Care Foundation | |||||||
| PO BOX 151 | Drayton | SC | 29333 | NONE | PC | Camp Hands of Hope Grief Camp for Kids- adding Day Camps and school workshops | $10,000 |
| House of Hope of the Pee Dee | |||||||
| 1020 W Darlington St | Florence | SC | 29501 | NONE | PC | Kitchen renovation and new playground for HOH tiny homes | $175,000 |
| Humane Society of Charlotte | |||||||
| 1348 Parker Dr | Charlotte | NC | 28208 | NONE | PC | Emergency veterinary help for the HSC community outreach program | $10,000 |
| Isabella Santos Foundation | |||||||
| 9935-D Rea Rd Unit 275 | Charlotte | NC | 28277 | NONE | PC | Salary for Solid Tumor Physician and funds for Precision Medicine for 34 children | $348,251 |
| K9 Youth Alliance | |||||||
| 556 S Fair Oaks Ave | Pasadena | CA | 91105 | NONE | PC | Donation to go towards youth empowerment programs for dog training | $2,100 |
| Khairi and Little Angels' Memorial | |||||||
| PO BOX 12541 | BIRMINGHAM | AL | 35202 | NONE | PC | Education & mental health for women and families dealing with infant mortality | $4,000 |
| Kitchens for Good | |||||||
| 2799 Health Center Dr | San Diego | CA | 92123 | NONE | PC | Project Launch apprenticeship program and the growth phase of social enterprises | $50,000 |
| La Maestra Family Clinic | |||||||
| 4060 Fairmount Avenue | San Diego | CA | 92105 | NONE | PC | Grant for consultant Dr. Stephanie Cone | $170,384 |
| La Maestra Family Clinic | |||||||
| 4060 Fairmount Avenue | San Diego | CA | 92105 | NONE | PC | Grant for consultant Dr. Stephanie Cone | $1,630 |
| Lanai Cat Sanctuary | |||||||
| 1 Kaupili Rd | Lanai City | HI | 96763 | NONE | PC | Medical care, food, shelter for sanctuary cats on the island of Lanai | $1,000 |
| Life House Women's Shelter | |||||||
| 314 N Wilson Street | Rock Hill | SC | 29730 | NONE | PC | Homeless to Housed program for women at the shelter | $50,000 |
| Lindsay Wildlife Experience | |||||||
| 1931 1st Ave | Walnut Creek | CA | 94597 | NONE | PC | Wildlife education programs for low-income school-aged children | $25,000 |
| Lions Tigers and Bears | |||||||
| 24402 Martin Way | Alpine | CA | 91901 | NONE | PC | Wild in the Country Event - paddle raise | $200,000 |
| Mama's Kitchen | |||||||
| 3960 Home Avenue | San Diego | CA | 92105 | NONE | PC | Home-Delivered Meal Service in San Diego County | $20,000 |
| Mandaamin Institute Inc | |||||||
| 7194 Madaus St | Lake Geneva | WI | 53147 | NONE | PC | New seed for healthy farming | $50,000 |
| Mariposa Women and Family | |||||||
| 1845 W Orangewood Ave Suite 300 | Orange | CA | 92868 | NONE | PC | Hybrid Community Counseling Program for low income women and families | $15,000 |
| Matter of Trust | |||||||
| 99 Saint Germain Avenue | San Francisco | CA | 94114 | NONE | PC | Clean Wave Program | $20,000 |
| Maui Humane Society | |||||||
| Mehameha Loop | Puunene | HI | 96784 | NONE | PC | Homeless animal recsue and support programs in Maui | $100,000 |
| Maui Nui Marine Resource Council | |||||||
| PO Box 331204 | Kahului | HI | 96733 | NONE | PC | Reef friendly landscaping program for alternative fertilzers | $10,000 |
| MISSION BEACH WOMEN'S CLUB Foundation | |||||||
| 840 Santa Clara Place | San Diego | CA | 92109 | NONE | PC | Support Our Servicewomen - S.O.S. in honor of Veteran's Day 2022 | $5,000 |
| McKinley Elementary Foundation | |||||||
| 3045 Felton Street | San Diego | CA | 92104 | NONE | PC | 2022 Jog-A-Thon donation sponsoring the Schoenblums | $2,060 |
| Mighty Writers | |||||||
| Bok Building 1901 S Ninth St | Philadelphia | PA | 19148 | NONE | PC | Mighty Mindfulness and the Power of the Pen programs | $50,000 |
| National Foundation for Autism Research | |||||||
| 9825 Businesspark Ave | San Diego | CA | 92131 | NONE | PC | Race for Autism Superhero 5K run/walk | $50 |
| Survivors Alliance for Growth and Employment | |||||||
| 55 N 4TH ST | Souderton | PA | 18964 | NONE | PC | Community Events Project for women survivors of human trafficking | $1,200 |
| Nine Lives Foundation | |||||||
| 3137 Jefferson Ave | Redwood City | CA | 94062 | NONE | PC | Giving Tuesday matching grant to expand spay/neuter services in order to fix at least 4,000 cats in 2023 | $10,000 |
| Northern Colorado Friends of Ferals | |||||||
| 516 N Link Ln | Fort Collins | CO | 80524 | NONE | PC | TNVR for 100 feral cats belonging to low-income caretakers | $5,000 |
| Nothing Pink Inc | |||||||
| 2764 Pleasant Rd 11326 | Fort Mill | CO | 29708 | NONE | PC | Care packages for women pre/post surgery | $20,000 |
| Nutured by Nature | |||||||
| 15630 RIM OF THE VALLEY | VALLEY CENTER | CA | 92082 | NONE | PC | Ottertopia location construction support | $250,000 |
| Ocean Discovery Institute | |||||||
| 4255 Thorn St | San Diego | CA | 92105 | NONE | PC | Ocean Discovery's Out of School Program 100% tuition-free to the young people in City Heights | $10,000 |
| Old Town Academy Parent Foundation | |||||||
| 2120 San Diego Avenue | San Diego | CA | 92110 | NONE | PC | Friends of Albert Einstein Academies | $1,000 |
| Outdoor Outreach | |||||||
| 5275 MARKET STREET STE 21 | San Diego | CA | 92114 | NONE | PC | Leadership program for Outdoor Outreach youth | $25,000 |
| Paw Team | |||||||
| 1718 NE 82ND AVE | PORTLAND | OR | 97220 | NONE | PC | Offsite Outreach Clinic Program, providing free veterinary care to the pets of people experiencing houselessness or extreme | $10,000 |
| Pawfect Match RESCUE AND REHABILITATION | |||||||
| 171 Holly Springs Rd | Holly Springs | NC | 27540 | NONE | PC | UNRESTRICTED | $40,000 |
| Pelican Harbor Seabird Station | |||||||
| 1279 79th Street Causeway | Miami | FL | 33138 | NONE | PC | Eastern Screech Owl Program - Wildlife Rescue, Rehabilitation and Release activities | $25,000 |
| Pilgrims' Inn | |||||||
| PO BOX 11328 | Rock Hill | SC | 29731 | NONE | PC | Additional freezer space, facilities repairs, and salary support | $40,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | Los Angeles | CA | 90007 | NONE | PC | 2022 Donation for Womens Reproductive Healthcare | $250,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 201 E Ben White Blvd Building B | Austin | TX | 78704 | NONE | PC | 2022 Donation for Womens Reproductive Healthcare | $250,000 |
| ProduceGood | |||||||
| 4057 VIA DE LA PAZ | OCEANSIDE | CA | 92057 | NONE | PC | CropSwap San Diego- 40 picks for 60,000 fruit servings to benefit children (19%) and women (55%) at risk for CropSwap San Diego- 40 picks for 60,000 fruit servings to benefit children (19%) and women (55%) at risk for or facing food-insecurity | $20,000 |
| Project Street Vet | |||||||
| PO Box 232579 | Encinitas | CA | 92023 | NONE | PC | Medical vet care and assistance for pets of unsheltered & homeless Californians | $4,000 |
| Project VETS | |||||||
| 1630 A 30TH STREET 256 | Boulder | CO | 80301 | NONE | PC | Recycling/distributing veterinary and medical supplies to help save animals | $5,000 |
| Raintree Children and Family Services | |||||||
| 1233 Eighth St | New Orleans | LA | 70115 | NONE | PC | Strengthen independent living skills for foster girls | $5,000 |
| Reality Changers | |||||||
| 4251 37th St | San Diego | CA | 92105 | NONE | PC | Over the Edge event donation | $24,160 |
| Right Moves for Youth | |||||||
| 2211 Executive St E | Charlotte | NC | 28208 | NONE | PC | RMFY Ambassador's Program | $20,000 |
| RISE Augusta Inc | |||||||
| 631 Chafee Ave | Augusta | GA | 30904 | NONE | PC | Helping Hands Tutoring and Remediation Program | $15,000 |
| Rock Hill Schools Education Foundation | |||||||
| PO Box 12286 | Rock Hill | SC | 29731 | NONE | PC | Back the Pack program- supporting the increased cost of food and added cost of transportation | $25,000 |
| Rocky Mountain Raptor Program | |||||||
| 720 E Vine Dr | Fort Collins | CO | 80524 | NONE | PC | Capacity growth grant (departments of education and administrative support); Mission grant support (rehabilitation department and our educational ambassadors); and IT infrastructure support and upgrades | $225,000 |
| Rolando Little League | |||||||
| PO Box 15383 | San Diego | CA | 92175 | NONE | PC | Donation for local childrens sports program | $1,100 |
| The Salvation Army Hawaiian & Pacific Islands Divi | |||||||
| 2950 Manoa Road | Honolulu | HI | 96822 | NONE | PC | School supplies and kid items | $5,500 |
| San Diego Center for Children | |||||||
| 3002 Armstrong St | San Diego | CA | 92111 | NONE | PC | 135th Anniversary Gala "The Joy of Childhood" | $145,000 |
| San Diego Children's Discovery Museum | |||||||
| 320 N Broadway | Escondido | CA | 92025 | NONE | PC | Traveling Mobile Children's Museum program through San Diego | $75,000 |
| San Diego Food System Alliance | |||||||
| PO Box 3185 | San Diego | CA | 92163 | NONE | PC | San Diego County Food Vision 2030 | $25,000 |
| San Diego Humane Society | |||||||
| 5500 Gaines St | San Diego | CA | 92110 | NONE | PC | Keeping people & pets together; community cats; day of giving campaign | $250,000 |
| San Diego Parks Foundation | |||||||
| 1180 Rosecrans 517 | San Diego | CA | 92106 | NONE | PC | Come Play Outside summer programming | $50,000 |
| SARA Sanctuary | |||||||
| PO Box 813 | SEGUIN | TX | 78156 | NONE | PC | UNRESTRICTED | $13,000 |
| Second Harvest Food Bank OF SOUTHERN WISCONSIN | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | PC | School Food Pantry Programming | $25,000 |
| Shepherd's Hope | |||||||
| 455 9TH STREET | WINTER GARDEN | FL | 34787 | NONE | PC | Back-To-School physicals for uninsured and underinsured children, as well as vision, hearing, and dental screenings | $15,000 |
| Soroptimist International of Idyllwild | |||||||
| PO Box 901 | IDYLLWILD | CA | 92549 | NONE | PC | Women's Cabinet (sanitary items & toiletries for women in need) | $2,500 |
| South Puget Sound Salmon Enhancement Group | |||||||
| 6700 Martin Way E 112 | Olympia | WA | 98516 | NONE | PC | Outreach to low income school kids about salmon life history; watershed reclamation work to restore salmon habitat | $11,900 |
| Wolf Connection | |||||||
| 29063 Aliso Canyon Rd | Palmdale | CA | 93550 | NONE | PC | Expand wolf enrichment habitats and veterinary capabilities | $15,000 |
| SR3 Sealife Response Rehabilitation and Research | |||||||
| 22650 Dock Ave S | Des Moines | WA | 98198 | NONE | PC | Emergency response or rehabilitation to 150 sick, injured or entangled marine animals | $50,000 |
| South Bay Community Services | |||||||
| 1137 MARINE DR | Laguna Beach | CA | 92651 | NONE | PC | Stars & Stripes Children's Foundation matching campaign | $50,000 |
| Straight Talk Clinic Inc | |||||||
| 3785 S Plaza Dr | Santa Ana | CA | 92704 | NONE | PC | Implement our teen wellness groups at Save Our Youth (SOY), a free afterschool program in Costa Mesa | $5,000 |
| Summer Search Seattle | |||||||
| 635 Andover Park W suite 200 buildi | Tukwila | WA | 98188 | NONE | PC | Post-Secondary Access and Transition Program | $10,000 |
| TEA Teach Empower Achieve | |||||||
| 1314 Holden | Detroit | MI | 48202 | NONE | PC | Marginalized women gaining self-sufficiency through employment and supportive services | $6,000 |
| The Akari Foundation | |||||||
| 4507 Legend Heights | San Antonio | TX | 78253 | NONE | PC | Increase resources available to Spanish-speaking parents of children with rare diseases | $10,000 |
| The Burn Institute | |||||||
| 8825 AERO DRIVE 200 | San Diego | CA | 92123 | NONE | PC | Child Burn Survivor Support services for burn-injured children in San Diego County who primarily come from low-to-moderate income level households | $25,000 |
| Center for Reproductive Rights | |||||||
| 199 WATER STREET FL 22 | NEW YORK | NY | 10038 | NONE | PC | Supporting the United States Programs and the Global Programs | $1,000,000 |
| The Complete Player Charity | |||||||
| 640 Ravenwood Dr | Glen Burnie | MD | 21060 | NONE | PC | TCP Leaders in STEAM summer camp | $7,500 |
| The Foundation for Tomorrow | |||||||
| 1037 Providence Rd Suite C | Charlotte | NC | 28207 | NONE | PC | Teacher Training Program - Tanzania | $55,610 |
| The Marine Mammal Center | |||||||
| 2000 Bunker Rd | Sausalito | CA | 94965 | NONE | PC | Cetacean Conservation Population Monitoring Research Program | $100,000 |
| The River Food Pantry | |||||||
| 2201 Darwin Rd | Madison | WI | 53704 | NONE | PC | Environmentally sustainable programs supporting food distribution | $8,500 |
| The San Marcos Promise | |||||||
| 255 Pico Ave UNIT 103 | San Marcos | CA | 92069 | NONE | PC | Future Centers in north county San Diego | $50,000 |
| Thompson Child and Family Focus | |||||||
| 6800 Saint Peters Lane | Matthews | NC | 28105 | NONE | PC | A Child's Place Program | $100,000 |
| Tri County Wildlife Care | |||||||
| 12360 Trade Center Dr | Jackson | CA | 95642 | NONE | PC | Rehabilitating wildlife, counseling the public about wildlife, educating children about wildlife, and advocating for wildlife | $15,000 |
| United Way of San Diego County | |||||||
| 4699 Murphy Canyon Rd | San Diego | CA | 92123 | NONE | PC | Afterschool programming activities: Every Student, Every Family: STEAM-to-Careers program | $50,000 |
| Villalobos Rescue Center | |||||||
| PO Box 771127 | New Orleans | LA | 70177 | NONE | PC | Dog rescue with a focus on pit bulls and animal welfare | $5,000 |
| Vintage Pet Rescue | |||||||
| PO Box 194 | Foster | RI | 02825 | NONE | PC | Community outreach program supporting senior pets & their owners | $15,000 |
| Voices for the Children | |||||||
| 2851 MEADOW LARK DRIVE | San Diego | CA | 92123 | NONE | PC | San Diego County CASA Program | $15,000 |
| Volcan Mountain Foundation | |||||||
| 2015 Main St Suite C | Julian | CA | 92036 | NONE | PC | VMF Copper Spur Ranch Restoration Projects | $10,000 |
| WAGS & WHISKERS | |||||||
| 13620 State Highway M | Wright City | MO | 63390 | NONE | PC | Community Outreach Pet Vaccination Event | $5,000 |
| Humane Animal Welfare Society of Waukesha | |||||||
| 701 Northview Rd | Waukesha | WI | 53188 | NONE | PC | No More Bullying program incorporating child and animal welfare together | $5,000 |
| Wellspring Living | |||||||
| 1040 BLVD SE STE M | ATLANTA | GA | 30312 | NONE | PC | Wellspring Living Institute recovery services to women and youth survivors of human trafficking | $50,000 |
| Westmoreland Sanctuary | |||||||
| 260 CHESTNUT RIDGE ROAD | MOUNT KISCO | NY | 10549 | NONE | PC | Environmental education programming to students at the Cerebral Palsy of Westchester | $9,940 |
| Wheelchairs 4 Kids | |||||||
| 1976 S PINELLAS AVE | TARPON SPRINGS | FL | 34689 | NONE | PC | Let's Roll and Wheely Fun Days programs | $25,000 |
| Willow Branch Horse Haven and Refuge | |||||||
| 12455 MYERS RD | DALLAS | OR | 97338 | NONE | PC | Funds for vet & farrier care, feed for rescue animals | $2,500 |
| Wolf Conservation Center | |||||||
| PO Box 421 | South Salem | NY | 10590 | NONE | PC | Project planning for reintroduction of critically endangered red wolves | $4,000 |
| World Telehealth Initiative | |||||||
| 7402 Hollister Ave | Santa Barbara | CA | 93117 | NONE | PC | Medical telehealth for obstetric fistula repairs, labor and delivery, neonatal care, pediatrics, and emergent care | $40,000 |
| York County Disabilities Foundation | |||||||
| PO Box 549 | YORK | SC | 29745 | NONE | PC | Miracle Park (Our Most Inclusive Community Ever), a park built for all kids no matter their abilities | $25,000 |
| Young Life | |||||||
| 420 N Cascade Ave | Colorado Springs | CO | 80901 | NONE | PC | Transportation funds for teen moms & babies to go to camp | $2,153 |
| Youth Assistance Coalition | |||||||
| 1848 Commercial St | San Diego | CA | 92113 | NONE | PC | Part-time case manager to expand the hours of our Drop-in Center and increase our street outreach | $25,277 |
| Youth Villages | |||||||
| 3320 Brother Blvd | Memphis | TN | 38133 | NONE | PC | Matching funds by State of NC for foster youth aging out of the system | $4,296 |
| ACCESS REPRODUCTIVE CARE - SOUTHEAST | |||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | NONE | PC | UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,854,899 | 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 | $82 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $907,188 | 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 | $781,442 | 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 | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,703,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,703,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,598 | Amt |
| Net Investment Income | $7,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,299 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #4164 - ATTACHMENT B1 | $3,394,143 | $3,039,525 |
| UBS #4167 - ATTACHMENT B2 | $516,524 | $517,047 |
| UBS #4175 - ATTACHMENT B3 | $1,119,639 | $1,031,450 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #4163 - ATTACHMENT A1 | $1,930,565 | $2,212,492 |
| UBS #4165 - ATTACHMENT A2 | $1,326,858 | $1,275,668 |
| UBS #4166 - ATTACHMENT A3 | $1,241,767 | $1,126,844 |
| UBS #4167 - ATTACHMENT A4 | $7,056,732 | $8,175,846 |
| UBS #4168 - ATTACHMENT A5 | $3,212,676 | $3,344,602 |
| UBS #4170 - ATTACHMENT A6 | $2,790,749 | $2,619,808 |
| UBS #4171 - ATTACHMENT A7 | $1,263,584 | $1,527,758 |
| UBS #4173 - ATTACHMENT A8 | $1,996,109 | $1,896,633 |
| UBS #4174 - ATTACHMENT A9 | $1,871,594 | $1,851,216 |
| UBS #4176 - ATTACHMENT A10 | $3,790,648 | $4,620,126 |
| UBS #4770 - ATTACHMENT A11 | $1,893,324 | $1,437,230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $406,640 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $386,317 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS #4164 - ATTACHMENT C1 | AT COST | $216,185 | $197,065 |
| UBS #4166 - ATTACHMENT C2 | AT COST | $17,173 | $18,534 |
| UBS #4167 - ATTACHMENT C3 | AT COST | $1,651,741 | $1,522,531 |
| UBS #4172 - ATTACHMENT C4 | AT COST | $500,000 | $511,863 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $940 | LegalFeesAmt |
| Disbursements Charitable Prps | $940 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| EOY Book Value | $6,061 | EOYBookValueAmt |
| EOYFMV | $6,061 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING EXPENSE | $430 | $430 |
| BANK CHARGES | $80 | $80 |
| PAYROLL PROCESSING FEES | $4,180 | $4,180 |
| MEALS | $2,661 | $2,661 |
| OFFICE SUPPLIES | $590 | $590 |
| POSTAGE EXPENSE | $266 | $266 |
| PARKING | $154 | $154 |
| INSURANCE EXPENSE | $6,162 | $6,162 |
| TELEPHONE | $550 | $550 |
| COMPUTER AND INTERNET | $372 | $372 |
| OTHER EXPENSE | $53 | $53 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax Refund | $14,707 | |
| Other Income | $1,745 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $506,383 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $24,790 | $22,306 |
| OTHER PAYABLE | $2,680 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| IT CONSULTING FEES | $7,296 | $7,296 | |
| INVESTMENT FEES | $216,600 | $234,311 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $74,707 | ||
| FOREIGN TAX | $24,654 | $33,787 | |
| PAYROLL TAXES | $25,958 | $25,958 |