THE MONARCH CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE MONARCH CHARITABLE FOUNDATION (EIN 82-4278252)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-16
IRS object ID: 202313209349100531
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
Depreciation Schedule
General Explanation Attachment
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-16T00:34:58-06:00	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	824278252	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Monarch Charitable Foundation	BusinessNameLine1Txt
Business Name Line2	aka The Monarch Foundation	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	MONA	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	Holly Fogle	PersonNm
Person Title	President	PersonTitleTxt
Phone	8008391754	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	Holly	PersonFirstNm
Person Last	Fogle	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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$66,076,106	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	$27,866,549	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$5,627	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$5,627	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$24,302	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$24,302	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$136,494	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$24,760,514	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$16,127,371	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$229,076	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$34,609	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$27,803,896	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,191,909	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss	$407,708	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$407,708	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$102,482	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$102,482	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$3,375	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$3,375	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$96,702	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$96,702	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$6,285	InterestRevAndExpnssAmt
Interest Net Invst Incm	$6,285	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$390,186	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$20,921	TaxesDsbrsChrtblAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$6,330	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$6,330	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$11,834	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$11,834	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$694	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$694	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,083,232	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$914,556	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$124,241	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,108,828	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$920,841	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$774,287	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,031,533	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,031,533	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,140,361	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$920,841	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,805,820	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$24,663,535	ExcessRevenueOverExpensesAmt
Net Investment Income	$15,271,068	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,082,908	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$636,635	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$636,635	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$4,980,389	CorporateStockBOYAmt
Corporate Stock EOY	$3,844,790	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,534,375	CorporateStockEOYFMVAmt
Other Investments BOY	$33,012,506	OtherInvestmentsBOYAmt
Other Investments EOY	$56,211,875	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$57,859,058	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$5,046,038	LandBldgEquipCostOrOtherBssAmt
Land EOY	$5,046,038	LandEOYAmt
Land EOYFMV	$5,046,038	LandEOYFMVAmt
Total Assets BOY	$41,075,803	TotalAssetsBOYAmt
Total Assets EOY	$65,739,338	TotalAssetsEOYAmt
Total Assets EOYFMV	$66,076,106	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$41,075,803	RetainedEarningBOYAmt
Retained Earning EOY	$65,739,338	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$41,075,803	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$65,739,338	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$41,075,803	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$65,739,338	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$41,075,803	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$24,663,535	ExcessRevenueOverExpensesAmt
Subtotal	$65,739,338	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$65,739,338	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities	$24,760,514	$8,714,062	$16,046,452	$16,046,452
Passthrough K1 Capital Gain/(Loss)			$80,919

Field	Value	IRS element (for citing)
Capital Gain Net Income	$16,127,371	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$212,268	InvestmentIncomeExciseTaxAmt
Subtotal	$212,268	SubtotalAmt
Tax Based On Investment Income	$212,268	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$281,633	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$281,633	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$1,416	EsPenaltyAmt
Overpayment	$67,949	OverpaymentAmt
Applied To ES Tax	$67,949	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	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	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 (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
Holly Fogle
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Pres	1.0	$0	$0	$0
Jeffrey Lieberman
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Sec, Treas	1.0	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
MEGHA AGARWAL
35 HAVEMEYER ST	BROOKLYN	NY	11211	Executive Director	50.0	$230,625	$58,991	$0
NOA SAINT-MARC
517 GRAND ST	BROOKLYN	NY	11211	CHIEF OF STAFF	30.0	$132,500	$12,124	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Foundation Source
55 Walls Drive	FAIRFIELD	CT	06824	administrative	$53,916
David Bucovy Architect PLLC
334 East 7th Street	BROOKLYN	NY	11218	architectural	$91,648
Paul Davis New York Inc
47 Orchard Street	NEW YORK	NY	10002	interior design	$74,734

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	$4,660,529	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,857,657	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$56,826,392	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$63,344,578	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$63,344,578	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$950,169	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$62,394,409	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,119,720	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,119,720	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$212,268	TaxBasedOnInvestmentIncomeAmt
Total Tax	$212,268	TotalTaxAmt
Distributable Before Adj	$2,907,452	DistributableBeforeAdjAmt
Distributable Before Ded	$2,907,452	DistributableBeforeDedAmt
Distributable As Adjusted	$2,907,452	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,805,820	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$5,046,038	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$6,851,858	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,907,452	DistributableAsAdjustedAmt
Prior Year1	2020	PriorYear1Yr
Prior Year2	2019	PriorYear2Yr
Prior Year3	2018	PriorYear3Yr
Excess Distribution Cyov Yr2	$81,616	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$81,616	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,851,858	QualifyingDistributionsAmt
Applied To Current Year	$2,907,452	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,944,406	RemainingDistriFromCorpusAmt
Total Corpus	$4,026,022	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$4,026,022	ExcessDistriCyovToNextYrAmt
Excess From Year2	$81,616	ExcessFromYear2Amt
Excess From Current Year	$3,944,406	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Holly Fogle	ContributingManagerNm
Contributing Manager	Jeffrey Lieberman	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BRIDGE PROJECT INC
515 CANAL ST STE 1C	NEW YORK	NY	10013	N/A	PC	second phase of low-income mothers hardship assistance program	$439,627
COMMUNITY FINANCIAL RESOURCES
248 3RD ST STE 901-1007	OAKLAND	CA	94607	N/A	PC	The Bridge Project	$247,432
COMMUNITY FINANCIAL RESOURCES
248 3RD ST STE 901-1007	OAKLAND	CA	94607	N/A	PC	The Bridge Project Year 1	$233,089
THE NEW YORK COMMUNITY TRUST
909 3RD AVE 22ND FL	NEW YORK	NY	10022	N/A	PC	Early Childhood Partners NYC Funds - 2022	$50,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLIN BLDG	PHILADELPHIA	PA	19104	N/A	PC	Monarch Foundation's Bridge Project - Execution of a randomized controlled trial to determine the impacts of guaranteed income on the overall health and well-being of recipients	$60,362
CENTER AGAINST RAPE AND DOMESTIC VIOLENCE
PO BOX 914	CORVALLIS	OR	97339	n/a	PC	general & unrestricted	$1,023

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,031,533	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	$5,627	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24,302	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	$136,494	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	K-1 Inc/Loss	Desc
Business	525990	BusinessCd
Unrelated Business Taxbl Incm	-$263,685	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$34,609	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$263,685	UnrelatedBusinessTaxblIncmAmt
Exclusion	$201,032	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$62,653	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	Lieberman Jeffrey	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	481 Greenwich Street Apt 5C	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10013	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$27,866,549	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	TENABLE HOLDINGS INC TENB, 190000 sh.	$10,662,800	2022-03-02
1	TENABLE HOLDINGS INC TENB, 40187 sh.	$1,950,476	2022-05-24
1	TENABLE HOLDINGS INC TENB, 53253 sh.	$2,603,273	2022-05-25

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	Cost Or Other BasisCostOrOtherBasisAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
CONDO-479GREENWICH	$4,337,117	$0
CONDO IMP - 479 GR	$227,019	$0
LAND-479 GREENWICH	$481,902	$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	Forms 926 and 8865	IdentifierTxt
Form And Line Reference	Forms 926 and 8865	FormAndLineReferenceDesc
Medium Explanation	The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investments on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.	MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALTERYX INC	$3,406,726	$2,443,815
DOCUSIGN INC	$434,821	$83,850
MONDAY.COM LTD	$3,243	$6,710

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ACRE VENTURE PARTNERS III, LP	$236,268	$236,268
ACTIVATE CAPITAL PARTNERS 2 LP	$2,053,858	$2,192,631
AGFUNDER FUND IV, L.P	$551,093	$542,594
AVESTA FUND I LP	$214,408	$223,948
BUOYANT VENTURES FUND I	$190,412	$186,917
CLEAN ENERGY VENTURE FUND II,	$106,885	$103,383
CLOSED LOOP VENTURE FD II LP	$251,938	$231,224
FIFTH WALL CLIMATE TECHNOLOGY	$1,584,143	$1,697,097
INSIGHT PARTNERS FUND XI FOLLO	$762,028	$707,244
INSIGHT PARTNERS XI, L.P	$9,720,376	$15,431,677
INSIGHT PARTNERS XII BUYOUT AN	$7,375,756	$7,145,701
INSIGHT PARTNERS XII, L.P	$31,275,425	$27,178,233
POWERHOUSE VENTURES FUND II LP	$358,981	$357,116
POWERPLANT VENTURES III, L.P	$892,524	$897,037
STARLIGHT VENTURES FUND II, LP	$411,489	$424,967
THE ENGINE FUND II, L.P.	$226,291	$303,021

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CONDO-479GREENWICH	$4,337,117	$4,337,117	$4,337,117
CONDO IMP - 479 GR	$227,019	$227,019	$227,019
LAND-479 GREENWICH	$481,902	$481,902	$481,902

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Document Review/Drafting	CategoryTxt
Legal Fees	$3,375	LegalFeesAmt
Disbursements Charitable Prps	$3,375	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (27 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$53,916	$53,916
Computers/Electronic Devices	$16,554	$16,554
Digital Subscriptions	$120	$120
Foundation Dues & Memberships	$28,507	$28,507
PROPERTY MAINTENANCE	$6,823	$6,823
Insurance Premiums	$7,844	$7,844
K-1 Exp ACRE VENTURE PARTNERS	$53,858		$53,858
K-1 Exp ACTIVATE CAPITAL PARTN	$48,491		$48,491
K-1 Exp AGFUNDER FUND IV, L.P	$57,619		$57,619
K-1 Exp AVESTA FUND I LP	$24,060		$24,060
K-1 Exp BUOYANT VENTURES FUND	$21,836		$21,836
K-1 Exp CLEAN ENERGY VENTURE F	$20,790		$20,790
K-1 Exp CLOSED LOOP VENTURE FD	$22,570		$22,570
K-1 Exp FIFTH WALL CLIMATE TEC	$160,905		$160,905
K-1 Exp INSIGHT PARTNERS FUND	$23,866		$23,866
K-1 Exp INSIGHT PARTNERS XI, L	$26,406		$1,625
K-1 Exp INSIGHT PARTNERS XII B	$76,213		$76,140
K-1 Exp INSIGHT PARTNERS XII,	$223,648		$223,500
K-1 Exp POWERHOUSE VENTURES FU	$42,183		$42,183
K-1 Exp POWERPLANT VENTURES II	$111,131		$111,131
K-1 Exp STARLIGHT VENTURES FUN	$19,433
K-1 Exp THE ENGINE FUND II, L.	$25,982		$25,982
Office Supplies	$5,245	$5,245
Postage/Delivery Service	$81	$81
Social Media/Advertising Expen	$4,375	$4,375
State or Local Filing Fees	$25	$25
Website Hosting/Support	$751	$751

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (13 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss ACTIVATE CAPITAL PARTNERS 2 LP	$2,073	$2,073
K-1 Inc/Loss AGFUNDER FUND IV, L.P	$8,712	$8,712
K-1 Inc/Loss AVESTA FUND I LP	$329	$329
K-1 Inc/Loss CLEAN ENERGY VENTURE FUND II, LP	$175	$175
K-1 Inc/Loss FIFTH WALL CLIMATE TECHNOLOGY FUND,	$786	$786
K-1 Inc/Loss INSIGHT PARTNERS FUND XI FOLLOW-ON F	$888	$888
K-1 Inc/Loss INSIGHT PARTNERS XI, L.P	-$6,635	$2,436
K-1 Inc/Loss INSIGHT PARTNERS XII BUYOUT ANNEX FU	-$135,541	$2,157
K-1 Inc/Loss INSIGHT PARTNERS XII, L.P	-$101,093	$15,048
K-1 Inc/Loss POWERHOUSE VENTURES FUND II LP	$1,164	$1,164
K-1 Inc/Loss POWERPLANT VENTURES III, L.P	$690	$690
K-1 Inc/Loss STARLIGHT VENTURES FUND II, LP	-$775
K-1 Inc/Loss THE ENGINE FUND II, L.P.	$151	$151

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATIONS CONSULTING	$33,241	$33,241
Philanthropic Consulting Srvcs	$53,184	$53,184
ENGINEERING CONSULTANT SRVCS	$4,500	$4,500
Website Development	$2,964	$2,964
VIDEOGRAPHY &PHOTOGRAPHY SRVCS	$625	$625
SITE SURVEY SERVICES	$2,188	$2,188

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF Estimated Tax for 2022	$257,600
990-PF Extension for 2021	$105,900
IRS Miscellaneous Fee Expense	$5,765
Property Taxes	$20,921	$20,921