PRENTICE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PRENTICE FOUNDATION INC (EIN 06-1386173)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-12
- IRS object ID
- 202323169349100372
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-12T16:01:42-06:00 | 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 | 061386173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentice Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PREN | 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 | John Powers | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Powers | 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 | $31,985,388 | 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 | $4,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,090,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,226,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,100,147 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,203 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,133 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,362,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,371,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,543 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,543 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,303 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,303 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,785 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $639 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $639 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $209,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $153,014 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $525,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $327,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,784 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,119,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,119,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,644,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $327,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,253,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,282,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,044,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,501,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,147,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,147,990 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,790,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,752,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,301,725 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,567,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,678,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,535,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,859,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,579,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,985,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,859,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,579,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,859,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,579,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,859,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,579,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,859,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,282,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,000 | OtherIncreasesAmt |
| Subtotal | $26,579,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,579,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $7,120,605 | $6,414,988 | $705,617 | $705,617 |
| Passthrough K1 Capital Gain/(Loss) | $288,907 | |||
| GEN IM CLIM-CAP DIST IN EXCESS OF BASIS | $105,623 | $105,623 | $105,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,100,147 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,512 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,512 | SubtotalAmt |
| Tax Based On Investment Income | $14,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,623 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36,223 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,711 | OverpaymentAmt |
| Applied To ES Tax | $14,600 | AppliedToESTaxAmt |
| Refund | $7,111 | RefundAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jerry Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Lynn P Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| James Bohart Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Barbara Hapgood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Powers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 3.0 | $0 | $0 | $0 |
| Lauren Zuskin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ms Janna Six | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 HOYT STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $58,543 | CompensationAmt |
| Employee Benefits | $4,824 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBC Wealth Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 California St 29th Fl | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $86,310 | 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 | $17,010,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,777,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,535,673 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,324,081 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,324,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,809,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,690,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,690,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,512 | TotalTaxAmt |
| Distributable Before Adj | $1,675,949 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,678,949 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,678,949 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,253,844 | 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 | $3,253,844 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,678,949 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $335,603 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $507,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,569 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $378,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,076,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,596,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,253,844 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,678,949 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,574,895 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,171,428 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $335,603 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,835,825 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $507,775 | ExcessFromYear4Amt |
| Excess From Year3 | $297,569 | ExcessFromYear3Amt |
| Excess From Year2 | $378,641 | ExcessFromYear2Amt |
| Excess From Year1 | $1,076,945 | ExcessFromYear1Amt |
| Excess From Current Year | $1,574,895 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (278 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A LOTTA LOVE INC | |||||||
| PO BOX 4331 | CHAPEL HILL | NC | 27515 | N/A | PC | General & Unrestricted | $2,000 |
| ACCESS REPRODUCTIVE JUSTICE | |||||||
| PO BOX 3609 | OAKLAND | CA | 94609 | N/A | PC | General & Unrestricted | $10,000 |
| ACTION FOR THE CLIMATE EMERGENCY INC | |||||||
| 529 MAIN ST STE 200 | CHARLESTOWN | MA | 02129 | N/A | PC | Pennsylvania program | $25,000 |
| ACTION FOR THE CLIMATE EMERGENCY INC | |||||||
| 529 MAIN ST STE 200 | CHARLESTOWN | MA | 02129 | N/A | PC | Supporting work in North Carolina | $5,000 |
| ALL-OPTIONS | |||||||
| PO BOX 28284 | OAKLAND | CA | 94604 | N/A | PC | General & Unrestricted | $10,000 |
| ALLIANCE FOR SUSTAINABLE COLORADO | |||||||
| 1536 WYNKOOP ST SUITE 100 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $50,000 |
| ALLIANCE FOR YOUTH ORGANIZING | |||||||
| 650 MASSACHUSETTS AVE NW STE 600 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $10,000 |
| ALZHEIMER-PARKINSON ASSOCIATION OF IRC INC | |||||||
| 2300 5TH AVE STE 150 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $1,000 |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH | |||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | for work in Alabama | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH NW ST STE 360 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $6,235 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,491 |
| ANGELS FOR HUMANITY | |||||||
| 10579 BUTTONWOOD LAKE DR | BOCA RATON | FL | 33498 | N/A | PC | General & Unrestricted | $2,500 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $3,744 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $3,125 |
| ARMSTRONG COMMUNITY MUSIC SCHOOL | |||||||
| 3267 BEE CAVES RD STE 107 PMB 82 | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $3,000 |
| AS YOU SOW | |||||||
| PO BOX 751 | BERKELEY | CA | 94701 | N/A | PC | General & Unrestricted | $50,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $2,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | Cradle to Career Initiative | $10,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | For the Third Generation Donor Advised Fund | $100,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | General & Unrestricted | $3,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST STE 204 | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $8,473 |
| AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | Annual Fund Scholarship Fund | $5,000 |
| AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $25,000 |
| AUSTIN YOUTH & COMMUNITY FARM INC DBA URBAN ROOTS | |||||||
| 4900 GONZALES ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $4,000 |
| BAKEHOUSE ART COMPLEX INC | |||||||
| 561 NW 32ND ST | MIAMI | FL | 33127 | N/A | PC | General & Unrestricted | $1,000 |
| BALTIMORE ABORTION FUND | |||||||
| 1323 N CALVERT ST STE A | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $973 |
| BALTIMORE LAB SCHOOL INC | |||||||
| 2220 SAINT PAUL ST | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $1,000 |
| BERKSHIRE HUMANE SOCIETY INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $6,235 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $9,980 |
| BIG BROTHERS BIG SISTERS LONE STAR | |||||||
| 5001 LBJ FREEWAY | DALLAS | TX | 75244 | N/A | PC | General & Unrestricted | $5,000 |
| BLUE MOUNTAIN CLINIC INC | |||||||
| 610 N CALIFORNIA ST | MISSOULA | MT | 59802 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS & GIRLS CLUB OF INDIAN RIVER COUNTY INC | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| BRAINFUTURES INCORPORATED | |||||||
| 1301 YORK RD STE 505 | LUTHERVILLE | MD | 21093 | N/A | PC | General & Unrestricted | $5,000 |
| BREAKTHROUGH | |||||||
| 1050 E 11TH ST STE 350 | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $10,000 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $10,000 |
| BROWARD WOMENS EMERGENCY FUND INC | |||||||
| 2215 CYPRESS ISLAND DR | POMPANO BEACH | FL | 33069 | N/A | PC | General & Unrestricted | $1,500 |
| CAMP HAVEN INC | |||||||
| 3256 N US 1 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $10,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | N/A | PC | Project: Austin PBS Educational Media Center | $15,000 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | N/A | PC | General & Unrestricted | $15,000 |
| CATHOLICS FOR CHOICE | |||||||
| 1436 U ST NW STE 301 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| 378 N MAIN AVE | TUCSON | AZ | 85701 | N/A | PC | To work on Population and the Environment | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| 378 N MAIN AVE | TUCSON | AZ | 85701 | N/A | PC | work to reduce population growth negative effect on the natural environment | $3,550 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN ST STE A | BROOKLYN | NY | 11237 | N/A | PC | ONE PA Fiscal sponsorship Fund | $10,000 |
| CENTER FOR PUBLIC INTEREST RESEARCH INC | |||||||
| 294 WASHINGTON ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $10,000 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | General & Unrestricted | $7,973 |
| CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 877 | CARRBORO | NC | 27510 | N/A | PC | Empowerment Scholarship Fund | $12,000 |
| CHAPEL HILL-CARRBORO CHILDRENS MUSEUM - KIDZU CHIL | |||||||
| 201 S ESTES DRIVE STE A9 | CHAPEL HILL | NC | 27514 | N/A | PC | Empowerment Scholarship Fund | $2,000 |
| CHAPMAN PARTNERSHIP INC | |||||||
| 1550 N MIAMI AVE 2 FLR ADMIN | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $26,235 |
| CHICAGO ABORTION FUND | |||||||
| 333 W N AVE STE 267 | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $7,000 |
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||
| 3883 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | N/A | PC | General & Unrestricted | $2,491 |
| COASTAL CONNECTIONS INC | |||||||
| 130 10TH CT | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,000 |
| COBALT FOUNDATION | |||||||
| PO BOX 22485 | DENVER | CO | 80222 | N/A | PC | Abortion services and practical support for abortion patients | $10,000 |
| COBALT FOUNDATION | |||||||
| PO BOX 22485 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $25,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $1,253 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $4,000 |
| COMMON CAUSE EDUCATION FUND - NORTH CAROLINA | |||||||
| 907 GLENWOOD AVE | RALEIGH | NC | 27605 | N/A | PC | General & Unrestricted | $5,000 |
| CONSERVATION LAW FOUNDATION INC | |||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $10,000 |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | Climate and Energy Funders Group | $2,400 |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | N/A | PC | General & Unrestricted | $9,361 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | for the protection of elephants | $1,000 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 3000 AERIAL CTR PKWY STE 160 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $5,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | To help victims of Hurricane Ian | $2,500 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $1,500 |
| DORSET VILLAGE PUBLIC LIBRARY ASSOCIATION INC | |||||||
| PO BOX 38 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | for work on climate change | $10,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 |
| EAST CHAPEL HILL ROTARY CLUB FOUNDATION | |||||||
| PO BOX 2254 | CHAPEL HILL | NC | 27515 | N/A | PC | Teacher's Store | $5,000 |
| ECO-INSTITUTE AT PICKARDS MOUNTAIN INC | |||||||
| 3519 PICKARDS MEADOW RD | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $5,000 |
| ECOAMERICA | |||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| ECOFLIGHT | |||||||
| 307 ASPEN AIRPORT BUS CENTER STE | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $25,100 |
| ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COU | |||||||
| 2455 SAINT LUCIE AVE | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $10,000 |
| EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI | |||||||
| PO BOX 163701 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $15,000 |
| EMERGENCY MEDICAL ASSISTANCE INC | |||||||
| PO BOX 33552 | PALM BCH GDNS | FL | 33420 | N/A | PC | General & Unrestricted | $11,500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 4000 WESTCHASE BLVD STE 510 | RALEIGH | NC | 27607 | N/A | PC | The work in North Carolina | $10,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||
| 475 RIVERSIDE DR STE 960 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,100 |
| ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $9,361 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,095 |
| EX STUDENT'S ASSOCIATION OF THE UNIVERSITY OF TEXA | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | 40 Acres Society | $10,000 |
| FAMILIES IN NATURE | |||||||
| 4610 SHOALWOOD AVE | AUSTIN | TX | 78756 | N/A | PC | General & Unrestricted | $3,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TERRRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | General & Unrestricted | $6,235 |
| FERTILITY FOUNDATION OF TEXAS | |||||||
| 6500 N MOPAC EXPY STE 1-1200 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $2,000 |
| FLATHEAD SPAY & NEUTER TASK FORCE INC | |||||||
| PO BOX 2095 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $3,404 |
| FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC | |||||||
| 25550 SW 152ND AVE | HOMESTEAD | FL | 33032 | N/A | PC | General & Unrestricted | $10,000 |
| FLORIDA CONSERVATION VOTERS EDUCATION FUND INC | |||||||
| 1700 N MONROE ST STE 11-286 | TALLAHASSEE | FL | 32303 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA EDUCATION FUND INC | |||||||
| 201 E KENNEDY BLVD STE 1525 | TAMPA | FL | 33602 | N/A | PC | To promote reproductive liberty | $2,500 |
| FLORIDA RISING TOGETHER INC | |||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD PANTRY OF INDIAN RIVER COUNTY INC | |||||||
| 2206 16TH AVE | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDATION FOR NEW EDUCATION INITIATIVES INC | |||||||
| 1450 NE 2ND AVE 315 | MIAMI | FL | 33132 | N/A | SO I | College Suitcases / Students In Need | $5,000 |
| FRIENDS OF ANIMALS INC | |||||||
| 777 POST RD STE 205 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $6,235 |
| FRIENDS OF PUBLIC EDUCATION INC | |||||||
| 4100 PRAIRIE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $6,711 |
| FRIENDS OF THE CHILDREN - AUSTIN | |||||||
| 1023 SPRINGDALE RD STE 13C | AUSTIN | TX | 78721 | N/A | PC | General & Unrestricted | $15,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS SCHOOL OF BALTIMORE INC | |||||||
| 5114 N CHARLES ST | BALTIMORE | MD | 21210 | N/A | PC | General & Unrestricted | $1,000 |
| GENERATION SERVE | |||||||
| 8711 BURNET RD B-33 | AUSTIN | TX | 78757 | N/A | PC | General & Unrestricted | $5,000 |
| GEORGIA ALLIANCE EDUCATION FUND INC | |||||||
| PO BOX 170495 | ATLANTA | GA | 30317 | N/A | PC | General & Unrestricted | $10,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER INC | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $10,000 |
| GLEN HIGHLAND FARM INC | |||||||
| 6699 FOX CENTRE PKWY STE 434 | GLOUCESTER | VA | 23061 | N/A | PC | General & Unrestricted | $1,083 |
| GREEN CHIMNEYS CHILDRENS SERVICES INC | |||||||
| PUTNAM LAKE RD CALLER BOX 719 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $6,235 |
| GREEN MOUNTAIN ACADEMY FOR LIFE LONG LEARNING INC | |||||||
| PO BOX 129 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $2,500 |
| GUTTMACHER INSTITUTE INC | |||||||
| 125 MAIDEN LN 7TH FLOO | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | General & Unrestricted | $1,000 |
| HARBOR BRANCH OCEANOGRAPHIC INSTITUTION FOUNDATION | |||||||
| 3545 OCEAN DRIVE STE 201 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| HEALTH FOUNDATION OF SOUTH FLORIDA INC | |||||||
| 2 S BISCAYNE BLVD STE 1710 | MIAMI | FL | 33131 | N/A | PC | General & Unrestricted | $10,000 |
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $6,235 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $5,000 |
| HOPEWELL FUND | |||||||
| PO BOX 38068 | BALTIMORE | DC | 21297 | N/A | PC | Resources for Abortion Delivery SUPPORT | $10,000 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | General & Unrestricted | $6,235 |
| IF WHEN HOW | |||||||
| 1714 FRANKLIN ST STE 100 393 | OAKLAND | CA | 94612 | N/A | PC | Legal defense fund | $5,000 |
| IF WHEN HOW | |||||||
| 1714 FRANKLIN ST STE 100 393 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $40,000 |
| IN OUR OWN VOICE NATIONAL BLACK WOMENS REPRODUCTIV | |||||||
| 8705 COLESVILLE RD STE 377 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $2,500 |
| INDIAN RIVER HOSPITAL FOUNDATION INC - CLEVELAND C | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $7,500 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| INSTITUTE FOR LOCAL SELF RELIANCE INC | |||||||
| 2720 E 22ND ST | MINNEAPOLIS | MN | 55406 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE INC | |||||||
| 290 SUMMER ST | YARMOUTH PORT | MA | 02675 | N/A | PC | Save the orphan elephants | $1,000 |
| IRIE FOUNDATION INC | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $2,500 |
| ITS 4 THE KIDS | |||||||
| 4300 BISCAYNE BLVD STE 305 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $24,000 |
| JANES DUE PROCESS INC | |||||||
| 1401 LAVACA ST PMB 41363 | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $25,000 |
| JEREMIAH PROGRAM | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $5,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A SUITE 234 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| JTP PROFESSIONAL SERVICE CORPORATION | |||||||
| 2038 FORD PKWY 444 | SAINT PAUL | MN | 55116 | N/A | PC | JUST THE PILL | $10,000 |
| LAWYERS FOR GOOD GOVERNMENT INC | |||||||
| 6218 GEORGIA AVE NW 5001 | WASHINGTON | DC | 20011 | N/A | PC | Reproductive Health Legal Assistance Project | $25,000 |
| LIBERTY UKRAINE FOUNDATION | |||||||
| 6205 TOSCANA AVE | AUSTIN | TX | 78724 | N/A | PC | General & Unrestricted | $20,000 |
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC | |||||||
| 4491 S STATE ROAD 7 STE 201 | FORT LAUDERDALE | FL | 33314 | N/A | PC | General & Unrestricted | $20,000 |
| MAKE THE ROAD STATES INC | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | for Make the Road PA | $10,000 |
| MANCHESTER MUSIC FESTIVAL INC | |||||||
| PO BOX 33 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $5,000 |
| MARGARET BYRD RAWSON INSTITUTE INC | |||||||
| 122 E PATRICK ST 106 | FREDERICK | MD | 21701 | N/A | PC | General & Unrestricted | $121,000 |
| MCCOMBS SCHOOL OF BUSINESS FOUNDATION | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | N/A | SO I | General & Unrestricted | $25,000 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $4,000 |
| MEDICAL STUDENTS FOR CHOICE | |||||||
| 245 N BROAD ST FL 4 | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $8,223 |
| MEMPHIS CENTER FOR REPRODUCTIVE | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | General & Unrestricted | $10,000 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I | |||||||
| 820 37TH PL | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $10,000 |
| MERCK FOREST & FARMLAND CENTER | |||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PC | General & Unrestricted | $2,000 |
| MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC DB | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $25,000 |
| MIAMI BEACH CHAMBER EDUCATION FOUNDATION | |||||||
| 1920 MERIDIAN AVE STE 3 | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $4,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $6,000 |
| MOHAWK AND HUDSON RIVER HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | N/A | PC | General & Unrestricted | $4,998 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPY | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $6,235 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $5,900 |
| MSI-US | |||||||
| PO BOX 35528 | WASHINGTON | DC | 20033 | N/A | SO I | for MSI's Mexico program | $10,000 |
| MULTICULTURAL REFUGEE COALITION | |||||||
| PO BOX 41566 | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVE NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN | |||||||
| 747 3RD AVE FL 33C | NEW YORK | NY | 10017 | N/A | PC | To focus on anxiety and related physical consequences | $3,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | Designated for Audubon North Carolina | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | Access Reproductive Care-Southeast support | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 512 1ST AVE N | FARGO | ND | 58102 | N/A | PC | North Dakota Women in Need Fund | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 473 | EAU CLAIRE | WI | 54702 | N/A | PC | OPTIONS FUND | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | in support of Texas abortion funds | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - CENTRAL FLORI | |||||||
| PO BOX 536522 | ORLANDO | FL | 32853 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL NETWORK OF ABORTION FUNDS - LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - RICHMOND REPR | |||||||
| PO BOX 7389 | RICHMOND | VA | 23221 | N/A | PC | Richmond Reproductive Freedom Project | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS-- FREEDOM FUND | |||||||
| PO BOX 92 | MARSHFIELD | WI | 54449 | N/A | PC | General & Unrestricted | $6,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $973 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | NE Regional Center of NWF | $3,000 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | Plan C Initiative | $50,000 |
| NATIONAL WOMENS LAW CENTER | |||||||
| 1350 I ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | to protect full reproductive healthcare, especially abortion | $5,000 |
| NATIONAL WOMENS LAW CENTER | |||||||
| 1350 I ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | to protect abortion rights | $5,000 |
| NATIVE AMERICAN COMMUNITY BOARD | |||||||
| PO BOX 572 | LAKE ANDES | SD | 57356 | N/A | PC | General & Unrestricted | $10,000 |
| NATIVE AMERICAN COMMUNITY BOARD | |||||||
| PO BOX 572 | LAKE ANDES | SD | 57356 | N/A | PC | to help rebuild the NAWHERC resource center and its programs | $10,000 |
| NATIVE AMERICAN COMMUNITY BOARD | |||||||
| PO BOX 572 | LAKE ANDES | SD | 57356 | N/A | PC | to help rebuild the Native American Women's Health Education Resource Center that was damaged by fire | $15,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $7,500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | For the Florida chapter for work to save sea grass and manatees | $5,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $2,491 |
| NEW JERSEY STATE FEDERATION OF WOMENS CLUBS - WOMA | |||||||
| PO BOX 262 | HAWORTH | NJ | 07641 | N/A | PC | Spring House Scholarship Fund | $750 |
| NEW VENTURE FUND | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | N/A | PC | Abortion On Our Own Terms | $40,000 |
| NEXTGEN CLIMATE AMERICA INC | |||||||
| 220 MONTGOMERY ST STE 300 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | |||||||
| 711 HILLSBOROUGH ST STE 102 | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH CAROLINA BLACK ALLIANCE INC | |||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA COASTAL FEDERATION INC | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Local News Lab | $10,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| PO BOX 1396 | FRANKLIN | NC | 28744 | N/A | PC | Walter E. Dellinger III Legacy Fund | $5,000 |
| NORTH CAROLINA CONSERVATION NETWORK | |||||||
| 234 FAYETTEVILLE ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION | |||||||
| 4800 SIX FORKS RD STE 300 | RALEIGH | NC | 27609 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $6,235 |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION INC | |||||||
| 2515 AIRPORT N DR BLDG B | VERO BEACH | FL | 32960 | N/A | PC | for work to save and restore the Indian River Lagoon | $2,500 |
| OHIO STATE UNIVERSITY | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | N/A | GOV | OSU Women's Philanthropy Circle | $5,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 710811 | COLUMBUS | OH | 43271 | N/A | PC | General & Unrestricted | $5,000 |
| ONE ARIZONA | |||||||
| 530 E MCDOWELL RD STE 107448 | PHOENIX | AZ | 85004 | N/A | PC | Arizonans for Fair Elections Campaign | $90,000 |
| ONE ARIZONA | |||||||
| 530 E MCDOWELL RD STE 107448 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $75,000 |
| PA ALLIANCE FOUNDATION | |||||||
| 1528 WALNUT ST STE 808 | PHILADELPHIA | PA | 19102 | N/A | PC | The Voter Project | $75,000 |
| PASSION FOR PAWS | |||||||
| PO BOX 373 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| PENNSYLVANIA VOICE | |||||||
| 123 S BROAD ST STE 630 | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $50,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | to protect American democracy | $10,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | To protect American democracy | $5,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| PHILANTHROPY COLORADO | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $1,000 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH INC | |||||||
| PO BOX 35 | HARTSDALE | NY | 10530 | N/A | PC | to protect access to abortion. | $5,000 |
| PIEDMONT WILDLIFE CENTER | |||||||
| 364 LEIGH FARM RD | DURHAM | NC | 27707 | N/A | PC | General & Unrestricted | $2,500 |
| PITTIELOVE RESCUE INC | |||||||
| PO BOX 3532 | FRAMINGHAM | MA | 01705 | N/A | PC | General & Unrestricted | $1,253 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | to PPFA and to affiliates with need given to fund abortions and contraceptives only | $35,000 |
| PLANNED PARENTHOOD OF MARYLAND INC | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $25,000 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY STE 100 | ANN ARBOR | MI | 48108 | N/A | PC | To protect reproductive freedom through services and advocacy | $2,500 |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | N/A | PC | For contraception and abortion | $2,500 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DRIVE STE 110 | COLCHESTER | VT | 05446 | N/A | PC | the Laura Fund | $5,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $5,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $15,000 |
| PLAYING FOR CHANGE FOUNDATION | |||||||
| 171 PIER AVE 271 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $10,000 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | Self managed abortion training | $10,000 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | Reproductive Freedom Program to work with affiliated groups in Florida | $15,000 |
| PROGRESS NORTH CAROLINA | |||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | General & Unrestricted | $10,000 |
| PROGRESS TEXAS INSTITUTE | |||||||
| PO BOX 162922 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $35,000 |
| PROGRESSNOW COLORADO EDUCATION | |||||||
| 1536 WYNKOOP ST STE 224 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $50,000 |
| PROVIDE INC | |||||||
| PO BOX 410164 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $10,000 |
| PUBLIC BROADCASTING OF COLORADO INC | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | N/A | PC | for climate solutions | $10,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,491 |
| RAZOM INC | |||||||
| 140 2ND AVE | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| REPRESENT US EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | to help protect election workers | $5,000 |
| REPRESENT US EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | for work to protect democracy for all Americans | $10,000 |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC | |||||||
| 47 KEARNY ST STE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | Corporate Engagement Program | $5,000 |
| RURAL ARIZONA ENGAGEMENT | |||||||
| 381 W CENTRAL AVE | COOLIDGE | AZ | 85128 | N/A | PC | General & Unrestricted | $50,000 |
| RURAL UTAH PROJECT EDUCATION FUND | |||||||
| 323 S 600 E STE 130 | SALT LAKE CTY | UT | 84102 | N/A | PC | General & Unrestricted | $20,000 |
| SAVE THE MANATEE CLUB INC | |||||||
| 317 WEKIVA SPRINGS RD STE 100 | LONGWOOD | FL | 32779 | N/A | PC | General & Unrestricted | $5,000 |
| SECU FAMILY HOUSE AT UNC HOSPITALS | |||||||
| 123 OLD MASON FARM RD | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $2,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | To be shared with the Florida chapter in recognition of Earth Day | $6,000 |
| SOUL DOG RESCUE | |||||||
| 1245 FACTORY CIR | FORT LUPTON | CO | 80621 | N/A | PC | General & Unrestricted | $6,344 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 GARRETT ST STE 400 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $22,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | To focus on treating the whole patient including complete reproductive healthcare and mental health | $4,000 |
| SOUTHWESTERN VERMONT MEDICAL CENTER INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $10,000 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | GOV | General & Unrestricted | $9,980 |
| STYLE SAVES INC | |||||||
| 1800 N MIAMI AVE | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $10,000 |
| SUSTAINABLE FOOD CENTER INC | |||||||
| 2921 E 17TH ST BLDG G | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $15,000 |
| TBA FUND INC | |||||||
| 690 MAIN ST NO 27 | SAFETY HARBOR | FL | 34695 | N/A | PC | General & Unrestricted | $1,500 |
| TEXAS CASA INC | |||||||
| 1501 W ANDERSON LN B-2 | AUSTIN | TX | 78757 | N/A | PC | General & Unrestricted | $5,000 |
| THE CAMPAIGN TO KEEP GUNS OFF CAMPUS INC | |||||||
| 4 JUENGST RD | CROTON FALLS | NY | 10519 | N/A | PC | General & Unrestricted | $4,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | General & Unrestricted | $7,984 |
| THE INDEPENDENT FEATURE PROJECT INC | |||||||
| 55 WASHINGTON ST STE 324 | BROOKLYN | NY | 11201 | N/A | PC | The Janes GOTV campaign | $7,500 |
| THE JEMICY SCHOOL INC | |||||||
| 11 CELADON RD | OWINGS MILLS | MD | 21117 | N/A | PC | Jemicy Financial Aide Fund | $50,000 |
| THE LEARNING ALLIANCE INC | |||||||
| 2066 14TH AVE STE 102 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $20,000 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | Do Good Feel Good Programming Fund | $39,000 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $11,538 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | For The Children's Movement of Florida | $5,000 |
| THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC | |||||||
| PO BOX 1848 | MERRIFIELD | DC | 22116 | N/A | PC | to protect abortion and contraceptive access | $5,000 |
| THE PINK HOUSE FUND | |||||||
| 2918 HILLRISE DR | LAS CRUCES | NM | 88011 | N/A | PC | General & Unrestricted | $15,000 |
| THIRTY PERCENT COALITION | |||||||
| 9235 RED WASH DR | JENSEN | UT | 84035 | N/A | PC | General & Unrestricted | $15,000 |
| TIDES CENTER | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 94139 | N/A | PC | for the Lawyering Project | $5,000 |
| TIDES CENTER | |||||||
| PO BOX 10102 | OAKLAND | CA | 94610 | N/A | PC | The Lawyering Project | $40,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | N/A | PC | Movement Voter Fund program in Wisconsin | $80,000 |
| TRIANGLE BIKEWORKS INC | |||||||
| 117 W MAIN ST | CARRBORO | NC | 27510 | N/A | PC | General & Unrestricted | $5,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | To protect abortion access | $15,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | General & Unrestricted | $10,000 |
| TURNOUT ACTIVISM INC | |||||||
| 35 WALDEN ST | CAMBRIDGE | MA | 02140 | N/A | PC | General & Unrestricted | $32,567 |
| ULTRAVIOLET EDUCATION FUND | |||||||
| PO BOX 92592 | WASHINGTON | DC | 20090 | N/A | PC | in support of Reproductive choice | $5,000 |
| ULTRAVIOLET EDUCATION FUND | |||||||
| PO BOX 92592 | WASHINGTON | DC | 20090 | N/A | PC | to protect abortion access | $5,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED AGAINST POVERTY INC | |||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $20,000 |
| UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC | |||||||
| PO BOX 588 | BENNINGTON | VT | 05201 | N/A | PC | Care for acute anxiety and physical disability from longterm lyme disease and in thanks to Craig Salsgiver and team | $2,000 |
| UNITED HELP UKRAINE | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND | |||||||
| 523 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | N/A | PC | PlayMakers Repertory Company | $5,000 |
| VERMONT LAW SCHOOL INC | |||||||
| 164 CHELSEA ST | SOUTH ROYALTON | VT | 05068 | N/A | PC | General Support of Environmental and Natural Resources Law Clinic | $1,800 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $750 |
| VETERANS OF WAR | |||||||
| 7389 ROXBURY AVE | MANASSAS | VA | 20109 | N/A | PC | General & Unrestricted | $40,000 |
| VIOLENCE POLICY CENTER | |||||||
| 1025 CONNECTICUT AVE NW STE 1210 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| VIZCAYA MUSEUM AND GARDENS TRUST INC | |||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $15,000 |
| VNA & HOSPICE OF THE SOUTHWEST REGION INC | |||||||
| 7 ALBERT CREE DR | RUTLAND | VT | 05701 | N/A | PC | General & Unrestricted | $5,000 |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | |||||||
| 1110 35TH LN | VERO BEACH | FL | 32960 | N/A | PC | Charitable Event | $1,500 |
| WESTCAVE PRESERVE CORPORATION DBA WESTCAVE OUTDOOR | |||||||
| 6805 GUADALUPE ST | AUSTIN | TX | 78752 | N/A | PC | General & Unrestricted | $5,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | Elephant protection | $2,000 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | for work to protect democracy | $10,000 |
| WMHT EDUCATIONAL TELECOMMUNICATIONS INC | |||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $1,000 |
| WOMEN HAVE OPTIONS INC | |||||||
| 36 E BEAUMONT RD | COLUMBUS | OH | 43214 | N/A | PC | General & Unrestricted | $10,000 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | General & Unrestricted | $11,500 |
| WOMENS FOUNDATION OF FLORIDA INC | |||||||
| 3826 BERESFORD RD E | WEST PALM BCH | FL | 33417 | N/A | PC | to support Floridians for reproductive freedom | $4,000 |
| WOMENS HEALTH PROJECT INC | |||||||
| 227 N DUBUQUE ST | IOWA CITY | IA | 52245 | N/A | PC | Abortion Fund and wrap around services | $10,000 |
| WOMENS MEDICAL FUND INC | |||||||
| PO BOX 248 | MADISON | WI | 53701 | N/A | PC | General & Unrestricted | $6,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $15,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | for Elephant protection and for Rising to the 2030 Climate Challenge | $5,000 |
| YELLOWHAMMER FUND | |||||||
| PO BOX 2269 | TUSCALOOSA | AL | 35403 | N/A | PC | West Alabama Women's Center | $5,000 |
| YOU CAN VOTE | |||||||
| 2726 CROASDAILE DR STE 201 | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,119,060 | 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 | $4,326 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,754 | 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 | $1,090,829 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $70 | 14 | $49,129 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $1,004 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $70 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,362,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,362,112 | 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 | Audit Fees | CategoryTxt |
| Amt | $12,400 | Amt |
| Disbursements Charitable Prps | $12,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (240 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $146,992 | $197,195 |
| ACI WORLDWIDE INC | $59,567 | $49,749 |
| ADOBE SYSTEMS, INC | $198,711 | $164,900 |
| ADYEN N.V. | $81,643 | $58,181 |
| AGILENT TECHNOLOGIES INC | $26,098 | $52,527 |
| AIA GROUP LTD ADR | $131,209 | $155,594 |
| AKAMAI TECH COM STK | $32,243 | $27,060 |
| AKZO NOBEL NV-ADR | $51,722 | $37,704 |
| ALCON INC | $89,648 | $93,365 |
| ALFA LAVAL AB | $26,010 | $31,879 |
| ALIGN TECHNOLOGY, INC | $52,655 | $54,623 |
| ALLIANZ SE | $102,964 | $92,879 |
| ALPHABET INC CL A | $40,080 | $116,111 |
| ALPHABET INC CL C | $150,036 | $329,187 |
| AMAZON COM | $210,215 | $255,947 |
| AMBEV SA | $41,972 | $26,849 |
| AMDOCS LIMITED | $23,250 | $30,179 |
| AMER FIN GRP HLD | $18,980 | $29,652 |
| AMERIPRISE FINANCIAL INC | $54,294 | $141,051 |
| ANALOG DEVICES INC | $166,835 | $224,065 |
| APPLE INC | $247,317 | $348,211 |
| APPLIED IDNS TECH | $21,453 | $32,894 |
| APTAR GROUP INC | $37,808 | $37,283 |
| APTIV PLC | $116,334 | $77,019 |
| ASHTEAD GROUP PLC | $56,573 | $70,119 |
| ASPEN TECHNOLOGY INC COM | $15,680 | $14,583 |
| ASSA ABLOY UNSP/ADR | $45,027 | $40,714 |
| ATLAS COPCO AB A SHS ADR | $40,319 | $69,006 |
| AUTODESK, INC | $63,690 | $46,531 |
| AVANTOR HOLDINGS INC | $123,595 | $85,668 |
| AVERY DENNISON CORP | $14,458 | $25,340 |
| BANCO BILBAO ARG SA | $48,332 | $40,574 |
| BANK OF HAWAII CORP | $18,248 | $18,071 |
| BERKSHIRE HATHAWAY INC. CLASS | $107,048 | $239,397 |
| BGC PARTNERS INC | $53,481 | $34,405 |
| BIO TECHNE CORPORATION | $61,520 | $65,641 |
| BJ'S WHLSL CLUB INC | $30,013 | $28,846 |
| BLACKROCK INC | $62,574 | $85,036 |
| BOOKING HOLDINGS INC | $91,255 | $141,070 |
| BRIGHT HORIZONS FAMILY SOLUTIO | $83,783 | $42,719 |
| BROADRIDGE FINANCIAL | $32,275 | $29,509 |
| BROOKFIELD CORP ORD SHS CL A | $53,206 | $54,457 |
| BROWN CAPITAL MANAGEMENT INTL | $8,410 | $6,017 |
| C H ROBINSON WORLDWIDE INC | $17,854 | $20,693 |
| CABLE ONE INC | $36,133 | $21,356 |
| CANADIAN NATL RAILWAY CO | $58,415 | $104,020 |
| CARMAX INC | $76,792 | $80,740 |
| CARRIER GLOBAL | $50,605 | $95,123 |
| CARTER'S INC | $20,725 | $18,802 |
| CAVCO INDS INC DEL | $19,448 | $19,910 |
| CBIZ, INC | $36,062 | $95,106 |
| CBOE HOLDINGS INC | $22,688 | $28,607 |
| CHARLES SCHWAB CORP | $101,525 | $123,641 |
| CHEMED CORP | $29,030 | $39,814 |
| CHOICE HOTELS INTERNATIONAL IN | $30,964 | $34,130 |
| CHUGAI PHARMACEUTICAL CO., LTD | $31,844 | $30,788 |
| CME GROUP, INC | $71,385 | $58,015 |
| COHEN & STEERS INC | $12,768 | $15,817 |
| COLUMBIA BANKING SYSTEM, INC | $53,746 | $50,347 |
| COLUMBIA SPORTSWEAR CO | $32,262 | $29,690 |
| COMMERCE BANCSHARES, INC | $15,922 | $16,201 |
| COMMMUNITY HEALTHCARE TRUST | $30,705 | $33,903 |
| CONSENSUS CLOUD SOLUTION | $22,935 | $24,515 |
| COOPER COMPANIES INC | $31,469 | $34,390 |
| CREDICORP LTD | $52,352 | $52,907 |
| CSPC PHARMACEUTICALS GROUP | $47,541 | $37,152 |
| CUBESMART | $11,800 | $15,215 |
| DAIFUKU CO LTD UNSPONSRED ADS | $18,346 | $13,893 |
| DASSAULT SYS SA SPN ADR | $104,441 | $99,206 |
| DBS GROUP HLDGS SPON ADR | $106,037 | $142,729 |
| DEERE CO | $122,829 | $144,063 |
| DEXCOM, INC | $72,948 | $92,970 |
| DOLBY LABORATORIES | $26,102 | $25,959 |
| DONALDSON CO. INC | $26,193 | $31,378 |
| EAST WEST BANCORP, INC | $36,162 | $39,408 |
| EATON CORP PLC | $120,452 | $131,995 |
| EDWARDS LIFESCIENCES | $37,062 | $134,373 |
| ELI LILLY & CO | $88,006 | $115,971 |
| ENOVIS CORPORATION | $38,467 | $37,250 |
| EQUITY COMMONWEALTH | $26,664 | $25,619 |
| ERSTE BK DER OEST SP | $29,636 | $35,840 |
| ESAB CORP | $32,032 | $35,753 |
| ESCO TECH INC | $22,399 | $23,373 |
| ESTEE LAUDER COMPANIES INC | $120,032 | $122,070 |
| EVERI HOLDINGS INC | $37,241 | $25,930 |
| EXPEDITORS INTL WASH INC | $17,797 | $26,188 |
| EXPERIAN GROUP LTD S/ADR | $50,700 | $45,711 |
| F5 NETWORKS, INC | $22,408 | $23,679 |
| FACTSET RESH SYST INC | $17,111 | $26,480 |
| FANUC LIMITED UNSPONSORED | $77,296 | $55,539 |
| FB FINANCIAL CORPORATION | $53,029 | $59,559 |
| FIRST CITIZENS BANCSHARES INC | $103,471 | $99,345 |
| FIRST MERCHANTS CORPORATION | $70,956 | $82,056 |
| FIRST REPUBLIC BANK | $97,050 | $85,811 |
| FISERV INC | $52,657 | $53,769 |
| FLOWERS FOODS INC | $16,744 | $20,549 |
| FOMENTO ECONOMICO MEXICANO | $72,876 | $77,183 |
| FORWARD AIR CORP | $30,037 | $35,033 |
| FULLER H B CO | $39,474 | $47,341 |
| GSK PLC | $64,453 | $57,313 |
| GUARDANT HEALTH INC | $31,608 | $17,462 |
| GXO LOGISTICS | $27,482 | $25,998 |
| HAIER SMART HOME ADR | $54,706 | $52,242 |
| HALEON PLC | $53,492 | $65,288 |
| HDFC BANK LTD ADR | $23,115 | $29,895 |
| HEINEKEN N V S ADR | $51,781 | $52,521 |
| HENRY JACK & ASSOC INC | $22,630 | $27,387 |
| HENRY SCHEIN INC | $28,674 | $33,066 |
| HUBBELL INCORPORATED | $17,043 | $31,916 |
| ICICI BK LTD ADS | $21,706 | $52,230 |
| IDEX CP | $13,903 | $17,353 |
| IDEXX CORP | $69,264 | $70,577 |
| ILLUMINA INC COM | $56,664 | $43,675 |
| INFINEON TECH ADS | $72,929 | $72,692 |
| ING GROUP N V SPONSORED ADR | $70,362 | $96,630 |
| INSULET CORPORATION | $52,602 | $61,233 |
| INTERPUBLIC GROUP OF COS | $19,625 | $30,012 |
| INTUIT | $64,301 | $95,359 |
| JACOBS SOLUTIONS INC | $46,296 | $50,069 |
| JONES LANG LASALLE | $34,075 | $34,424 |
| KAMAN CORPORATION | $42,920 | $22,345 |
| KAR AUCTION SERVICES INC | $64,877 | $43,548 |
| KDDI CP UNSP ADR | $52,869 | $50,890 |
| KERING UNSPON ADR EA REPR 0.1 | $21,580 | $20,973 |
| KEYSIGHT TECHNOLOGIES INC | $81,475 | $139,764 |
| KKR & CO INC | $103,322 | $137,450 |
| KOMATSU LTD | $30,271 | $28,456 |
| KUBOTA CORPORATION | $81,057 | $70,829 |
| L'AIR LIQUIDE ADR OTC | $24,212 | $26,611 |
| L'OREAL ADR | $52,379 | $81,653 |
| LAMAR ADVERTISING CO CL A REIT | $20,175 | $25,299 |
| LAMB WESTON HOLDINGS INC | $13,815 | $18,051 |
| LESLIES INC | $45,398 | $31,282 |
| LINCOLN ELECTRIC HOLDING INC | $25,827 | $35,400 |
| LITHIA MOTORS INC CL A | $25,943 | $40,539 |
| LIVANOVA PLC | $27,735 | $25,937 |
| LONZA GROUP AG UNSP/ADR | $25,835 | $41,389 |
| LOWES COMPANIES INC | $33,176 | $74,516 |
| LVMH MOET HENN UNSP | $40,801 | $55,340 |
| MAGNA INTERNATIONAL INC | $47,827 | $49,326 |
| MANHATTAN ASSOCIATES INC | $19,446 | $29,015 |
| MANULIFE FIN CORP | $36,778 | $37,500 |
| MASCO CORP | $26,968 | $23,335 |
| MASTERCARD INC | $61,007 | $272,619 |
| MATCH GROUP INC | $82,799 | $32,819 |
| MEDICAL PROPERTIES TRUST, INC | $38,194 | $28,752 |
| MEDPACE HOLDINGS, INC | $24,306 | $48,217 |
| MERCK & CO INC | $46,690 | $78,331 |
| META PLATFORMS INC | $22,836 | $13,478 |
| MGM RESORTS INTERNATIONAL | $177,528 | $136,937 |
| MICHELIN CIE GEN UNSP/ADR | $55,759 | $43,601 |
| MICROSOFT CORP | $168,875 | $537,196 |
| MIDDLEBY CORPORATION | $18,617 | $17,809 |
| MODIVCARE INC | $61,384 | $57,427 |
| MUENCHENER RUECKVERS | $52,560 | $71,312 |
| NETAPP, INC | $16,426 | $19,219 |
| NETFLIX INC | $62,582 | $79,912 |
| NEWMARK GROUP INC | $23,709 | $22,946 |
| NEXSTAR MEDIA GROUP, INC | $52,982 | $91,891 |
| NIDEC CORPORATION ADR | $52,308 | $31,861 |
| NOMAD FOODS LIMITED | $86,324 | $80,838 |
| NORDSON CP | $23,752 | $33,519 |
| NOTORI HOLDINGS | $36,830 | $28,502 |
| NOVOZYMES A/S UNSP/ADR | $22,058 | $21,092 |
| NVIDIA CORP | $29,986 | $44,719 |
| OLD DOMINION FREIGHT LINE | $21,124 | $46,256 |
| OMNICOM GROUP | $30,171 | $39,888 |
| OSI SYSTEMS, INC | $28,975 | $29,422 |
| OTIS WORLDWIDE CORP | $47,874 | $64,762 |
| OTSUKA HOLDINGS CO | $53,498 | $43,321 |
| OXFORD INDUSTRIES | $25,507 | $36,992 |
| PACIFIC PREMIER BANCORP INC | $59,898 | $65,424 |
| PACKAGING CORP AMER | $14,750 | $17,652 |
| PACWEST BANCORP | $51,929 | $52,188 |
| PAN PAC INTL HLDGS UNSPONSORED | $57,849 | $58,512 |
| PAYPAL HOLDINGS, INC | $52,265 | $54,911 |
| PERKIN ELMER INC | $23,251 | $29,867 |
| PHYSICIANS REALTY TRUST | $26,570 | $20,793 |
| PING AN INSURANCE GROUP ADR | $49,961 | $28,470 |
| PINTEREST INC | $96,426 | $41,592 |
| PROGRESS SOFTWARE CORP | $19,884 | $24,872 |
| PT TELEKOM. IND. TBK ADR | $34,525 | $30,838 |
| RENTOKIL INITIAL PLC SPON ADR | $54,922 | $48,125 |
| RITCHIE BROS AUCTIONEERS | $80,424 | $71,883 |
| ROBERT HALF INTL INC | $33,824 | $24,585 |
| ROCHE HOLDING LTD ADR | $55,437 | $63,110 |
| ROCKWELL AUTOMATION INC | $125,712 | $155,830 |
| RPM INTERNATIONAL INC | $27,386 | $35,277 |
| RUTH'S CHRIS STEAK HOUSE, INC | $30,455 | $24,675 |
| S&P GLOBAL INC COM | $80,274 | $135,651 |
| SAFRAN SA - UNSPON ADR | $48,938 | $52,140 |
| SAP AKTIENGESELL ADS | $54,032 | $46,023 |
| SBA COMMUNICATIONS CORP | $44,973 | $75,684 |
| SCHNEIDER ELEC UNSP/ADR | $41,632 | $58,716 |
| SEI INVESTMENTS | $33,500 | $35,796 |
| SHIMANO INC UNSP ADR EACH REPR | $17,408 | $16,375 |
| SHIONOGI & CO LTD | $31,106 | $27,446 |
| SHISEIDO CO LTD | $23,514 | $24,107 |
| SIGNATURE BANK | $17,994 | $16,476 |
| SILGAN HOLDINGS, INC | $60,038 | $96,474 |
| SMITH A O CORP DEL COM | $20,823 | $23,755 |
| SNAP ON INC | $23,723 | $26,048 |
| SONOVA HOLDING AG AD | $17,127 | $20,821 |
| SONY GROUP CORP | $72,140 | $62,702 |
| SPECTRUM BRANDS HOLDINGS INC | $68,289 | $48,858 |
| SPLUNK INC | $68,434 | $43,389 |
| STAG INDUSTRIAL INC | $31,955 | $29,499 |
| STARWOOD PROPERTY TRUST INC | $46,729 | $55,705 |
| STERIS PLC | $24,565 | $33,244 |
| SYMRISE AG UNSPONSORED | $87,022 | $90,401 |
| SYSMEX CORP UNSP ASDR | $34,874 | $23,988 |
| T-MOBILE US INC | $76,999 | $84,280 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $147,659 | $167,751 |
| TELEFLEX INC | $27,267 | $27,210 |
| TENCENT HOLDINGS LIMITED | $73,205 | $54,009 |
| TEXAS ROADHOUSE, INC | $11,347 | $21,100 |
| THE BLACKSTONE GROUP INC CL A | $40,190 | $41,917 |
| THE JM SMUCKER COMPANY | $29,833 | $38,189 |
| TJX COMPANIES INC | $54,348 | $91,381 |
| TOPBUILD CORP | $28,893 | $24,882 |
| TORO CO | $25,808 | $27,168 |
| TRIMBLE NAV LTD | $18,797 | $13,449 |
| UMB FINANCIAL CORPORATION | $25,990 | $30,234 |
| UNICHARM CORP - SPN ADR | $29,230 | $31,477 |
| UNILEVER PLC AMER | $44,562 | $38,065 |
| UNITED RENTALS INC | $32,509 | $110,536 |
| UNITEDHEALTH GROUP INC | $271,582 | $416,720 |
| VEEVA SYSTEMS INC | $88,138 | $65,198 |
| VERINT SYSTEMS INC | $60,359 | $58,302 |
| VERRA MOBILITY CORPORATION | $63,154 | $58,363 |
| VISA INC | $162,267 | $509,427 |
| WALT DISNEY HOLDINGS CO | $117,280 | $64,986 |
| WATERS CORP | $32,505 | $49,674 |
| WIDEOPENWEST INC | $51,243 | $25,554 |
| WILEY JOHN & SONS INC CL A | $67,207 | $51,798 |
| WILLIAMS SONOMA INC | $13,824 | $22,409 |
| XP INC CL A | $27,147 | $13,438 |
| YANDEX N V | $17,265 | $13,127 |
| ZIFF DAVIS, INC | $57,340 | $64,704 |
| ZOETIS INC | $107,247 | $115,335 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALKEON INNOVATION OFFSHORE FUN | $541,000 | $448,100 |
| ALTERNATIVE INVESTMENTS SUSTAI | $2,052,075 | $2,600,295 |
| DBL PARTNERS III, LP | $1,055,628 | $2,107,331 |
| DBL PTNS IV, LP | $1,402,474 | $2,136,585 |
| GENERATION IM CLIMATE SOLUTION | $1,434,755 | |
| GENERATION IM GLOBAL EQUITY FD | $6,277,610 | $5,330,930 |
| GENERATION IM SUSTAINABLE SOLU | $1,350,000 | $1,477,677 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $49,087 | $49,087 | |
| Bank Charges | $5,102 | $5,102 | |
| DIGITAL SUBSCRIPTION | $334 | $334 | |
| Foundation Dues & Memberships | $1,000 | $1,000 | |
| Indemnification Insurance | $2,361 | $2,361 | |
| K-1 Exp DBL PARTNERS III, LP | $32,494 | $32,315 | |
| K-1 Exp DBL PTNS IV, LP | $71,947 | $69,421 | |
| K-1 Exp GENERATION IM GLOBAL E | $46,176 | $46,176 | |
| Payroll Processing Fees | $660 | $660 | |
| Registered Agent Fee | $247 | $247 | |
| State or Local Filing Fees | $60 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DBL PARTNERS III, LP | $537 | $534 |
| K-1 Inc/Loss DBL PTNS IV, LP | $1,905 | $1,838 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FD, LLC | $46,757 | $46,757 |
| Class Action Lawsuit Proceeds | $1,004 | $1,004 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $3,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $162,547 | $162,547 | |
| CYBER SECURITY SERVICES | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $17,500 | |
| 990-PF Extension for 2021 | $43,100 | |
| Foreign Tax Paid | $11,785 | $11,785 |