AVERY DENNISON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: AVERY DENNISON FOUNDATION (EIN 95-3251844)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-07
IRS object ID: 202313119349101976
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-07T15:52:14-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	951777440	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GREEN HASSON & JANKS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10990 WILSHIRE BLVD 16TH FLOOR	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900243929	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	953251844	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AVERY DENNISON FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	AVER	BusinessNameControlTxt
Phone	6263042000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	207 GOODE AVENUE 500	AddressLine1Txt
City	GLENDALE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91203	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALICIA PROCELLO	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6263042000	PhoneNum
Signature	2023-11-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ALICIA	PersonFirstNm
Person Last	PROCELLO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LIZBETH G NEVAREZ	PreparerPersonNm
PTIN	P01399868	PTIN
Phone	3108731600	PhoneNum
Preparation	2023-11-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,769,607	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,000,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$826,760	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$826,760	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$582,123	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$16,329,244	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,244,637	TotalRevAndExpnssAmt
Total Net Invst Incm	$826,760	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$123,400	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$123,400	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$31,462	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,146	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$28,316	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$116,861	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$116,861	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,012	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$73,138	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,013	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$70,125	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$346,873	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$123,020	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$221,841	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,249,818	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,605,896	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,596,691	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$123,020	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,827,737	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,352,054	ExcessRevenueOverExpensesAmt
Net Investment Income	$703,740	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$15,650	CashBOYAmt
Cash EOY	$95,739	CashEOYAmt
Cash EOYFMV	$95,739	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$379,782	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$521,592	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$521,592	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$267,322	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$267,322	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$28,046,530	CorporateStockBOYAmt
Corporate Stock EOY	$18,994,653	CorporateStockEOYAmt
Corporate Stock EOYFMV	$18,994,653	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$8,061,994	CorporateBondsBOYAmt
Corporate Bonds EOY	$6,232,224	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$6,232,224	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,199,823	OtherInvestmentsBOYAmt
Other Investments EOY	$2,658,077	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,658,077	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$38,703,779	TotalAssetsBOYAmt
Total Assets EOY	$28,769,607	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,769,607	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$34,688	AccountsPayableBOYAmt
Accounts Payable EOY	$39,435	AccountsPayableEOYAmt
Grants Payable BOY	$620,000	GrantsPayableBOYAmt
Grants Payable EOY	$245,963	GrantsPayableEOYAmt
Total Liabilities BOY	$654,688	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$285,398	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$13,988,371	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$6,697,077	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$24,060,720	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$21,787,132	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$38,049,091	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$28,484,209	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$38,703,779	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$28,769,607	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$38,049,091	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,352,054	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$34,697,037	SubtotalAmt
Other Decreases	$6,212,828	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$28,484,209	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	SALE OF PUBLICLY TRADED SECURITIES	PropertyDesc
Acquired	2022-01-01	AcquiredDt
Sold	2022-12-31	SoldDt
Gross Sales Price	$16,329,244	GrossSalesPriceAmt
Cost Or Other Basis	$16,911,367	CostOrOtherBasisAmt
Gain Or Loss	-$582,123	GainOrLossAmt
Gains Minus Excess Or Losses	-$582,123	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$582,123	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,782	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,782	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,782	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,091	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$10,091	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$309	OverpaymentAmt
Applied To ES Tax	$309	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	AVERYDENNISON.COM/AVE/EN_US/SUSTAINABILITY/COMMUN	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	ALICIA PROCELLO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6263042000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	207 GOODE AVENUE 500	AddressLine1Txt
City	GLENDALE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91203	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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
ALICIA PROCELLO
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	PRESIDENT	30.00	$0	$0	$0
DEENA BAKER-NEL
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	SECRETARY	2.00	$0	$0	$0
RAYMOND VAN DEN BERG
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TREASURER	2.00	$0	$0	$0
CAMILE BENEDITTI
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
JEROEN DIDERICH
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
DEON STANDER
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
ANIL SHARMA
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
DAVE EDWARDS
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
TINA HART
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
GREG LOVINS
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
VIKAS ARORA
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
MICHAEL BARTON
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
ALLY FENG
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
STEVE MASON
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0
KIRSTEN NEWQUIST
207 GOODE AVE SUITE 500	GLENDALE	CA	91203	TRUSTEE	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JP MORGAN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2029 CENTURY PARK E FLOOR 39	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$106,810	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$28,965,993	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$377,959	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,658,077	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,002,029	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,002,029	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$480,030	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$31,521,999	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,576,100	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,576,100	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,782	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,782	TotalTaxAmt
Distributable Before Adj	$1,566,318	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,566,318	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,566,318	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,827,737	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,827,737	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,566,318	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$759,617	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,213,286	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,972,903	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,827,737	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,566,318	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,261,419	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$7,234,322	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$7,234,322	ExcessDistriCyovToNextYrAmt
Excess From Year2	$759,617	ExcessFromYear2Amt
Excess From Year1	$3,213,286	ExcessFromYear1Amt
Excess From Current Year	$3,261,419	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd
KING BAUDOUIN FNDTN UNITED STATES INC
10 ROCKEFELLER PLAZA 16TH FLOOR	NEW YORK	NY	10020	PC	DISASTER RESPONSE	$802,770
INTERNATIONAL MEDICAL CORPS (IMC)
12400 WILSHIRE BLVD SUITE 1500	LOS ANGELES	CA	90025	PC	DISASTER RESPONSE	$333,000
UNICEF USA
125 MAIDEN LANE	NEW YORK	NY	10038	PC	DIVERSITY & INCLUSION	$333,000
HOLA OHIO
PO BOX 3066	ASHTABULA	OH	44005	PC	GGI EDUCATION ACCESS	$300,000
GLOBAL FUND FOR CHILDREN
1141 K STREET NE SUITE 1200	WASHINGTON	DC	20005	PC	GLOBAL GRANTMAKING INITIATIVE	$250,000
WOMEN WIN FOUNDATION
20 SOUTHWIND DRIVE	BELLEAIR BLUFFS	FL	33770	PC	GGI WOMEN'S EMPOWERMENT	$250,000
INSTITUTE OF INTERNATIONAL EDUCATION
809 UNITED NATIONS PLAZA	NEW YORK	NY	10017	PC	GLOBAL SCHOLARS	$240,000
UNICEF USA
125 MAIDEN LANE	NEW YORK	NY	10038	PC	GGI WOMEN'S EMPOWERMENT	$200,000
GLOBAL IMPACT
1199 N FAIRFAX ST STE 300	ALEXANDRIA	VA	22314	PC	GGI COVID	$200,000
CHARITIES AID FOUNDATION
225 REINEKERS LANE SUITE 375	ALEXANDRIA	VA	22314	PC	DIVERSITY & INCLUSION	$190,000
UNITED WAY OF LAKE COUNTY
9285 PROGRESS PARKWAY	MENTOR	OH	44060	PC	UNITED WAY NA	$165,426
CHARITIES AID FOUNDATION
225 REINEKERS LANE SUITE 375	ALEXANDRIA	VA	22314	PC	GRANTING WISHES	$160,367
THE RESOURCE FOUNDATION
500 SEVENTH AVE 8TH FLOOR	NEW YORK	NY	10018	PC	GRANTING WISHES LATIN AMERICA	$135,000
GLOBALGIVING
1 THOMAS CIRCLE NW SUITE 800	WASHINGTON	DC	20005	PC	DISASTER	$106,363
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY EAST SUITE 400	FAIRFIELD	CT	06825	PC	GGI WOMEN'S EMPOWERMENT	$100,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND ST 12TH FL	NEW YORK	NY	10168	PC	DISASTER RESPONSE	$100,000
IMPACT HUB TRUST
10005 SW 178TH ST 1609	VASHON	WA	98070	PC	GGI ENVIRONMENT	$87,500
INSTITUTE OF INTERNATIONAL EDUCATION
809 UNITED NATIONS PLAZA	NEW YORK	NY	10017	PC	INVENT INDIA	$79,092
UNION STATION HOMELESS SERVICES
825 EAST ORANGE GROVE BLVD	PASADENA	CA	91104	PC	GRANT SPONSORSHIPS	$50,000
SCHOLARSHIP AMERICA
PO BOX 240	ST PETER	MN	56082	PC	EDUCATION	$47,500
CHARITIES AID FOUNDATION
225 REINEKERS LANE SUITE 375	ALEXANDRIA	VA	22314	PC	GLOBAL GRANTMAKING INITIATIVE	$42,878
NATIONAL YOUNG MEN OF COLOR INITIATIVE
1360 S FIGUEROA ST SUITE D394	LOS ANGELES	CA	90015	PC	GRANT SPONSORSHIPS	$40,000
THE COALITION FOR HUMANE IMMIGRANT RIGHTS
2533 W 3RD ST 101	LOS ANGELES	CA	90057	PC	DIVERSITY & INCLUSION	$15,000
LGBTQ LAKE COUNTY
ONE VICTORIA PLACE SUITE 260	PAINESVILLE	OH	44077	PC	DIVERSITY & INCLUSION	$15,000
THE HAVEN HOME
6114 FRANCIS AVE	CLEAVELAND	OH	44127	PC	DIVERSITY & INCLUSION	$15,000
WOMEN IN MANUFACTURING
6363 OAK TREE BLVD	INDEPENDENCE	OH	44131	PC	DIVERSITY & INCLUSION	$15,000
THE RESOURCE FOUNDATION
500 SEVENTH AVE 8TH FLOOR	NEW YORK	NY	10018	PC	DIVERSITY & INCLUSION	$12,000
DIGITUNITY INC
120 N SOUTH RD UNIT C	NORTH CONWAY	NH	03860	PC	GRANT SPONSORSHIPS	$10,000
ASSOCIATION OF CORPORATE CONTRIBUTIONS PROFESSIONALS
1150 HUNGRYNECK BLVD C344	MOUNT PLEASANT	SC	29464	PC	SPONSORSHIPS	$10,000
DESTINATION IMAGINATION
1802 CASTLE OAKS	TEXARKANA	AR	71854	PC	GRANTING WISHES	$7,000
THE CALL
3800 N RODNEY PARTHAM DR	LITTLE ROCK	AR	72221	PC	GRANTING WISHES	$7,000
AKSHAYA PATRA
PO BOX 14220	FREMONT	CA	94539	PC	GRANTING WISHES	$7,000
ALCOTT CENTER FOR MENTAL HEALTH SERVICES
1433 S ROBERTSON BLVD	LOS ANGELES	CA	90035	PC	GRANTING WISHES	$7,000
BIG SUNDAY
6111 MELROSE AVE	LOS ANGELES	CA	90038	PC	GRANTING WISHES	$7,000
SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN
2535 MISSION STREET	SAN FRANCISCO	CA	94110	PC	GRANTING WISHES	$7,000
UNION STATION HOMELESS SERVICES
825 EAST ORANGE GROVE BLVD	PASADENA	CA	91104	PC	GRANTING WISHES	$7,000
FRIENDS OF VIETNAM
9458 DESERT WILLOW TRAIL	HIGHLANDS RANCH	CO	80129	PC	GRANTING WISHES	$7,000
LEMONS OF LOVE INC
433 E GOLF ROAD	DES PLAINES	IL	60016	PC	GRANTING WISHES	$7,000
MOTHER & CHILD ALLIANCE
917 W 18TH ST SUITE 213	CHICAGO	IL	60608	PC	GRANTING WISHES	$7,000
NORTHEAST INDIANA RONALD MCDONALD HOUSE
11109 PARKVIEW PLAZA DR	FORT WAYNE	IN	46845	PC	GRANTING WISHES	$7,000
OPERATION COMBAT BIKESAVER
1670 E NORTH ST	CROWN POINT	IN	46307	PC	GRANTING WISHES	$7,000
BALTIMORE OUTREACH SERVICES INC
701 S CHARLES ST	BALTIMORE	MD	21230	PC	GRANTING WISHES	$7,000
A GIVING SPIRIT FOUNDATION
PO BOX 815	DAVIDSON	NC	28036	PC	GRANTING WISHES	$7,000
ASHEVILLE GREENWORKS
2 SULPHUR SPRINGS RD	ASHEVILLE	NC	28806	PC	GRANTING WISHES	$7,000
BACKPACK BEGINNINGS
1852 BANKING STREET 9024	GREENSBORO	NC	27408	PC	GRANTING WISHES	$7,000
DANCING DREAMS
23-91 BELL BLVD LL2C	BAYSIDE	NY	11360	PC	GRANTING WISHES	$7,000
WINGS EAGLES DISCOVERY CENTER
339 DANIEL ZENKER DRIVE	HORSEHEADS	NY	14845	PC	GRANTING WISHES	$7,000
CLEVELAND CONTEMPORARY CHINESE CULTURE ASSOC (CCCCA)
7150 LONGVIEW DR	SOLON	OH	44139	PC	GRANTING WISHES	$7,000
CONNECTING FOR KIDS
1730 COES POST RUN	WESTLAKE	OH	44145	PC	GRANTING WISHES	$7,000
FICA (FED OF INDIA COMMUNITY ASSOC) OF NE OHIO
PO BOX 39474	SOLON	OH	44139	PC	GRANTING WISHES	$7,000
WESTLAKE CHINESE CULTURE ASSOCIATION
P O BOX 450884	WESTLAKE	OH	44145	PC	GRANTING WISHES	$7,000
DRESS FOR SUCCESS COLUMBUS
1204 NORTH HIGH ST	COLUMBUS	OH	43201	PC	GRANTING WISHES	$7,000
GENEVA AREA INTERFAITH FOOD
505 W MAIN STREET	GENEVA	OH	44041	PC	GRANTING WISHES	$7,000
HABITAT FOR HUMANITY
100 PARKER COURT SUITE 6	CHARDON	OH	44024	PC	GRANTING WISHES	$7,000
HOPE HOUSE MISSION
1001 GROVE STREET	MIDDLETOWN	OH	45044	PC	GRANTING WISHES	$7,000
MIRACLE LEAGUE OF LAKE COUNTY
35150 LAKESHORE BLVD	EASTLAKE	OH	44095	PC	GRANTING WISHES	$7,000
PEARLS POSITIVELY EMPOWERING & RESTORING LADIES OF SELF-ESTEEM INC
12946 CLIFTON BLVD SUITE 3	LAKEWOOD	OH	44107	PC	GRANTING WISHES	$7,000
SHARE A VISION
9182 SUGARBUSH DR	MENTOR	OH	44060	PC	GRANTING WISHES	$7,000
SUB ZERO MISSION
1760 N RIDGE RD	PAINESVILLE	OH	44077	PC	GRANTING WISHES	$7,000
THE FOODBANK INC DAYTON
56 ARMOR PL	DAYTON	OH	45417	PC	GRANTING WISHES	$7,000
THE HAVEN HOME
6114 FRANCIS AVE	CLEAVELAND	OH	44127	PC	GRANTING WISHES	$7,000
MICHELLE'S LOVE
PO BOX 544	SCAPPOOSE	OR	97056	PC	GRANTING WISHES	$7,000
THINK BIG
530 MONTOUR BLVD SUITE B	BLOOMSBURG	PA	17815	PC	GRANTING WISHES	$7,000
BOYS & GIRLS CLUB OF GREATER MEMPHIS
44 S REMBERT	MEMPHIS	TN	38104	PC	GRANTING WISHES	$7,000
EMBRACE WATING CHILDREN
703 W TENNESSEE ST	MCKINNEY	TX	75069	PC	GRANTING WISHES	$7,000
LONE STAR WHEELERS
6813 COLONNADE DRIVE	PLANO	TX	75024	PC	GRANTING WISHES	$7,000
DOTY ISLAND DEVELOPMENT COUNCIL
PO BOX 894	NEENAH	WI	54956	PC	GRANTING WISHES	$7,000
PAKISTAN RED CRESCENT SOCIETY
				PC	DISASTER RESPONSE	$5,000	ASHFAQ AHMED RD H-8/2 H 8/2 H-8	ISLAMABAD	PK
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD MS29	LOS ANGELES	CA	90027	PC	GRANT SPONSORSHIPS	$5,000
VOLUNTEERS OF AMERICA LOS ANGELES
3600 WILSHIRE BLVD SUITE 1500	LOS ANGELES	CA	90010	PC	SPONSORSHIPS	$5,000
YWCA GLENDALE AND PASADENA
735 E LEXINGTON DR	GLENDALE	CA	91206	PC	GRANT SPONSORSHIPS	$5,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR SUITE 200	RYE BROOK	NY	10573	PC	GRANT SPONSORSHIPS	$5,000
CONSTITUTIONAL RIGHTS FOUNDATION
601 KINGSLEY STREET	LOS ANGELES	CA	90005	PC	GRANT SPONSORSHIPS	$4,500
VAN NUYS HIGH SCHOOL - MANUFACTURING ACADEMY
6535 CEDROS AVE	VAN NUYS	CA	91411	PC	GRANT SPONSORSHIPS	$3,500
BOYS & GIRLS CLUB OF PASADENA (BGCP)
3230 EAST DEL MAR BLVD	PASADENA	CA	99107	PC	GRANT SPONSORSHIPS	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,605,896	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF LAKE COUNTY	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	9285 PROGRESS PARKWAY	AddressLine1Txt
City	MENTOR	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44060	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	UNITED WAY NA	GrantOrContributionPurposeTxt
Amt	$185,055	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$185,055	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$826,760	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$582,123	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$244,637	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$244,637	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AVERY DENNISON CORPORATION	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	207 GOODE AVE SUITE 500	AddressLine1Txt
City	GLENDALE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91203	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$31,462	Amt
Net Investment Income	$3,146	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$28,316	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PIMCO COMMODITY PL STRAT-INS	$482,021	$482,021
DODGE & COX INCOME	$793,592	$793,592
DOUBLELINE TTL RTRN BND-R6	$258,138	$258,138
FIDELITY CONS INCOME BOND -IS	$558,265	$558,265
PIMCO TOTAL RETURN FUND-INST	$413,380	$413,380
SCHWAB U.S. TIPS ETF	$654,056	$654,056
VANGUARD TTL BD MKT IDK-ADM	$3,072,772	$3,072,772

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY 500 INDEX INST PRM	$5,357,693	$5,357,693
HEALTH CARE SELECT SECTOR	$1,178,227	$1,178,227
INVESCO QQQ TRUST SERIE	$1,455,487	$1,455,487
ISHARES RUSSEL 1000 VALUE	$1,245,805	$1,245,805
PARNASSUS CORE EQUITY - INST	$1,617,359	$1,617,359
VANGUARD MID CAP ETF	$688,674	$688,674
FIDELITY INTL INDX INST PRM	$1,490,359	$1,490,359
ISHARES MSCI CANADA ETF	$265,964	$265,964
OAKMARK INTERNATIONAL -R6	$762,276	$762,276
VANGUARD FTSE EUROPE ETF	$824,171	$824,171
ISHARES MSCI JAPAN ETF	$1,041,165	$1,041,165
T ROWE PRICE NEW ASIA-I	$367,359	$367,359
ISHARES MSCI CHINA ETF	$354,588	$354,588
ISHARES CORE MSCI EMERGING	$1,162,970	$1,162,970
ISHARES MSCI INDIA ETF	$263,254	$263,254
MATTHEWS CHINA FUND-INS	$398,792	$398,792
VANECK GOLD MINERS ETF	$341,541	$341,541
ISHARES GOLD TRUST	$178,969	$178,969

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$267,322	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$267,322	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
PEG GLOBAL PRIVATE EQUITY IX	FMV	$1,300,458	$1,300,458
ISHARES COHEN & STEERS REIT	FMV	$1,357,619	$1,357,619

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$6,212,828	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STRATEGIC PLANNING	$30,126	$3,013	$27,113
GIFTS SOFTWARE	$25,412	$0	$25,412
MEMBERSHIP DUES	$17,600	$0	$17,600

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$116,861	Amt
Net Investment Income	$116,861	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX	$1,787	$0	$0
FILING FEES	$225	$0	$0