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THE CHILDRENS INVESTMENT FUND FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE CHILDRENS INVESTMENT FUND FOUNDATION (EIN 04-3632641)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349106662
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T15:02:51-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130436940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100367001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043632641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHILDRENS INVESTMENT FUND FOUNDATIONBusinessNameLine1Txt
Business Name Line2DBA BIG WIN PHILANTHROPY C/O DAY PITNEYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHILBusinessNameControlTxt
Phone2028276374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BLUE BACK SQ75 ISHAM RD 300AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061072237ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER KLATELLPersonNm
Person TitleCOOPersonTitleTxt
Phone2028276374PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTOPHERPersonFirstNm
Person LastKLATELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY LIEBERMANPreparerPersonNm
PTINP01264445PTIN
Phone2128403456PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$931,031DividendsRevAndExpnssAmt
Dividends Net Invst Incm$931,029DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,279,835NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,992,109GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,279,835CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,035,811OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$996,151OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,175,058TotalRevAndExpnssAmt
Total Net Invst Incm$2,214,716TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$166,593CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$33,319CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$133,274CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$88,850OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$88,850OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$39,583PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,916PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$31,667PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$13,777LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,777LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$144,929AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$37,471AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$107,458AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,279,734OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,279,734OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$51,871TaxesRevAndExpnssAmt
Taxes Net Invst Incm$37,126TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$14,745TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,923DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$10,695OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$10,695OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$569,321TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$27,223TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$542,098TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$707,422OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$671,317OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,818OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,075,698TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$814,372TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,257,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,313,418ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,256,718ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,389,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$814,372TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,513,834TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$146,214,058ExcessRevenueOverExpensesAmt
Net Investment Income$1,400,344NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$935,605CashBOYAmt
Sav And Temp Cash Invst BOY$3,686,768SavAndTempCashInvstBOYAmt
Corporate Stock BOY$7,128,665CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$135,715,128OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Land BOY$2,923LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$299OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$147,469,388TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,830AccountsPayableBOYAmt
Other Liabilities BOY$1,247,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,255,330TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$146,214,058NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$0NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$146,214,058TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$147,469,388TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$146,214,058TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$146,214,058ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2021-01-012022-12-31$14,867,651$13,762,342$1,105,309$1,105,309
CAPITAL GAIN/LOSS -PARTNERSHIPSP2021-01-012022-12-31$1,421,652-$1,421,652-$1,421,652
DISPOSITION OF MANGROVE PARTNERS FUND (CAYMAN)P2017-12-282022-12-31$6,136,630$4,999,999$1,136,631$1,136,631
PARTIAL REDEMPTION- CF SRS PARTNERS LTD CL B (NR) SER 37P2021-01-012022-12-31$1,936,539$1,166,667$769,872$769,872
PARTIAL REDEMPTION- CF LAKEWOOD CAPITAL OFFSHORE FUND LTDP2021-01-012022-12-31$1,699,235$1,381,865$317,370$317,370
PARTIAL REDEMPTION- SOROBAN OPPORTUNITIESP2021-01-012022-12-31$1,228,695$813,550$415,145$415,145
PARTIAL REDEMPTION- FORT GLOBAL OFFSHORE FUND SPC-CLASS CP2021-01-012022-12-31$123,359$166,199-$42,840-$42,840
FieldValueIRS element (for citing)
Capital Gain Net Income$2,279,835CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,465InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,465SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,465TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300,612EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300,612TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$281,147OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$281,147RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BIGWIN.ORGWebsiteAddressTxt
Individual With BooksANCHIN BLOCK ANCHIN LLPIndividualWithBooksNm
Phone2128403456PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12021UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMIE COOPER
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107PRESIDENT AND CHAIR20.00$0$0$0
MARK DYBUL
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
SUPROTIK BASU
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
MALIK DECHAMBENOIT
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
BILL HANEY
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
NIKOS MAKRIS
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
CHRISTOPHER KLATELL
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107COO AND GENERAL COUNSEL24.00$166,593$0$0
DZINGAI MUTUMBUKA LEAVE OF ABSENCE
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE0.00$0$0$0
LUISA DIOGO
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
DR KESETE ADMASU
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107CEO5.00$0$0$0
MICHELLE HARRISON
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
ALOYSIUS ORDU
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0
ROSINE SORI-COULIBALY
C/O THE CHILDRENS INVESTMENT FUNDBLUE BACK SQUARE 75 ISHAM ROADWEST HARTFORDCT06107TRUSTEE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonPAIGE SHOLARPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O THE CHILDRENS INVESTMENT FUNDAddressLine1Txt
Address Line2BLUE BACK SQAddressLine2Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
TitlePROGRAM ANALYSTTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$88,850CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CAMBRIDGE ASSOCIATES LLC
125 HIGH STREETBOSTONMA021102112INVESTMENT MANAGEMENT$396,630
TRUVVO PARTNERS
1407 BROADWAY SUITE 448NEW YORKNY10018OCIO SERVICES$133,849
ATALANTA INTERNATIONAL LIMITED
STRATEGIC COMMUNICATIONS SUPPORT$123,52913 THE COURTYARD TIMOTHYS BRIDGEROAD STRATFORDWARWICKSHIREUKCV37 9NP
ANCHIN BLOCK & ANCHN LLP
3 TIMES SQUARENEW YORKNY10036ACCOUNTING & TAX SERVICES$119,951
NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675INVESTMENT CUSTODIAL$79,978
FieldValueIRS element (for citing)
Contractor Paid Over50k8ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$121,536,292AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,047,513AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$128,583,805TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$128,583,805AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,928,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$126,655,048NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,332,752MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,332,752MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,465TaxBasedOnInvestmentIncomeAmt
Total Tax$19,465TotalTaxAmt
Distributable Before Adj$6,313,287DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,313,287DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,313,287DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,513,834ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,513,834QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,313,287DistributableAsAdjustedAmt
Undistributed Income PY$8,650,851UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,513,834QualifyingDistributionsAmt
Applied To Year1$8,513,834AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$137,017Taxable2Amt
Undistributed Income CY$6,313,287UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNmForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ADDIS ABABA CITY ADMINISTRATION
GABON STREET PO BOX 7117ADDIS ABABAETNONEGOVFUTURE HOPE OF ADDIS ABABA EARLY CHILDHOOD DEVELOPMENT (ECD)$403,896
AMNRS HEAD OF GOVERNMENT OFFICE
ADDIS ABABA COORDINATION OFFICEADDIS ABABAETNONEGOVOPERATIONAL COST FOR YOUTH EMPLOYMENT WORK$75,000
BIG WIN PHILANTHROPY INC
SUCCESSOR ORGANIZATIONPFA GRANT AGREEMENT WAS SIGNED BY THE FILING ORGANIZATION (GRANTOR) AND BIG WIN PHILANTHROPY, INC. (GRANTEE; EIN: 82-0843080) TO TRANSFER ALL REMAINING ASSETS TO THE SUCCESSOR ORGANIZATION EFFECTIVE SEPTEMBER 30, 2022. GRANTEE'S GOVERNING BOARD IS IDENTICAL TO THE TRUSTEES OF GRANTOR, SO THAT GRANTEE IS "EFFECTIVELY CONTROLLED" BY THE SAME PERSONS WHO CONTROL GRANTOR WITHIN THE MEANING OF TREASURY REGULATIONS SECTION 1.507-3.$139,056,7004 POST OFFICE LANE UNIT 388GREENS FARMSCT06838
BROOKINGS INSTITUTION
NONEPCTO SUPPORT THE CENTER FOR UNIVERSAL EDUCATION$5,0001775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036
CARTER CENTER
NONEPCGENERAL OPERATING SUPPORT$5,000453 FREEDOM PARKWAYATLANTAGA30307
DIGITAL SKILLS FOUNDATION
1320 CHEMIN DE MARFAYMIRIBELLESECHELLESFRNONENCSTRENGTHENING ONGOING EFFORTS ON HUMAN CAPITAL DEVELOPMENT THROUGH DIGITAL LITERACY IN RWANDA$400,000AUVERNE RHONE-ALP38380
EDUCATE
NONEPCGENERAL OPERATING SUPPORT$5,000POBOX 12302DENVERCO80212
ELLEN JOHNSON SIRLEAF PRESIDENTIAL CENTER FOR WOMEN & DEVELOPMENT
TUBMAN BOULEVARD MONROVIA MONTSERRALINONEPCAMUJAE INITIATIVE$60,000O
ETHIOPIAN JOBS CREATION COMMISSION
BOLE ROAD 200M BEHIND DH GEDA TOWERETNONEGOVETHIOPIA YOUTH EMPLOYMENT$56,137P O BOX 25534
HAILEMARIAM & ROMAN FOUNDATION
PO BOX 27858 CODE 1000ADDIS ABABAETNONEPCGENERAL OPERATING SUPPORT$5,890
HARVARD COLLEGE
NONEPCTO SUPPORT THE HARVARD MINISTERIAL LEADERSHIP PROGRAM$2,500,000677 HUNTINGDON AVENUEBOSTONMA02155
INTERNATIONAL FRIENDS OF ELTON JOHN AIDS FDN
NONEPCGENERAL OPERATING SUPPORT$25,000584 BROADWAY SUITE 906NEW YORKNY10012
KING BAUDOUIN FOUNDATION
NONEPCGENERAL PURPOSES - PROJECT #BEFREE$35,30010 ROCKEFELLER PLAZA 16TH FLNEW YORKNY10020
LALIBELA GROUP
NONENCTO DEVELOP A MONITORING FRAMEWORK FOR EARLY CHILDHOOD DEVELOPMENT IN ADDIS ABABA.$150,000330 MORGAN STREET APT 503NEW ORLEANSLA70114
LAST MILE HEALTH
NONEPCSEQOTA DECLARATION$54,904177 HUNTINGDON AVE SUITE 1703 PMBBOSTONMA0229831738
LEAD AFRICA
NONEPCGENERAL OPERATING SUPPORT$5,000C/O GRAHAM ALBERT 222 CENTRAL PARKNEW YORKNY10019SOUTH 15
MINISTRY OF EDUCATION GHANA
MINISTRY BRANCH POST OFFICE PO BOXGHNONEGOVMINISTRY OF EDUCATION CURRICULUM REFORM$790,000M45 ACCRA
NEW YORK PUBLIC RADIO
NONEPCGENERAL OPERATING SUPPORT$10,000160 VARICK STREETNEW YORKNY10013
OROMIA REGIONAL GOVERNMENT ORGO
OFFICE OF THE PRESIDENTETNONEGOVOPERATIONAL COST FOR YOUTH EMPLOYMENT WORK$90,000
PEF ISRAEL ENDOWMENT FUNDS INC
NONEPCSEQOTA DECLARATION - TECHNICAL ASSISTANCE$28,353630 THIRD AVENUE 15TH FLOORNEW YORKNY100176745
PARTNERS IN HEALTH
NONEPCGENERAL OPERATING SUPPORT, IN MEMORY OF PAUL FARMER$15,000800 BOYLSTON STREET SUITE 300BOSTONMA02199
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
NONEPCTO SUPPORT THE KENNEDY SCHOOL DEANS COUNCIL AND T. H. CHAN SCHOOL$60,000PO BOX 419209BOSTONMA02241
REPUBLIC OF ETHIOPIA MINISTRY OF HEALTH
FEDERAL DEMOCRATIC REPUBLIC OFETNONEGOVESSENTIAL HEALTH SERVICES IN IDP SITES$359,725ETHIOPIA MINISTRY
REPUBLIC OF ETHIOPIA MINISTRY OF HEALTH
FEDERAL DEMOCRATIC REPUBLIC OFETNONEGOVSEQOTA DECLARATION$999,746ETHIOPIA MINISTRY
RESULTS FOR DEVELOPMENT INSTITUTE INC
NONEPCETHIOPIA CHILDHOOD DEVELOPMENT (ECD) - CENTER OF EXCELLENCE$45,7671718 M ST NW 364WASHINGTONDC20036
ROYAL SHAKESPEARE COMPANY
NONEPCGENERAL OPERATING SUPPORT$7,000P O BOX 1956 RADIO CITY STATIONNEW YORKNY10101
TEACH FOR ALL
NONEPCTO SUPPORT EDUCATIONAL ACTIVITIES IN AFRICA$5,00025 BROADWAY 12TH FLOORNEW YORKNY10004
THE AFRICA CENTER
NONEPCGENERAL OPERATING SUPPORT$50,000ONE MUSEUM MILE AT 110TH STNEW YORKNY10059
THE DEBORAH FOUNDATION
KIRKOS SUB-CITY WOREDA 02 HOUSEADDIS ABABAETNONEPCTO SUPPORT EARLY CHILDHOOD DEVELOPMENT SERVICES FOR CHILDREN IN ADDIS ABABA WITH SPECIAL NEEDS.$10,000NUMBER 149 BEHIND SUR CONSTRUCTION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,313,418TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$931,031ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,279,835ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER INCOME/LOSS14-$435,729
OTHER INCOME/LOSS FROM PARTNERSHIPS14-$560,422
PARTNERSHIP INCOME(LOSS) SUBJECT TO UNRELATED BUSINESS INCOME TAX523000-$39,660

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$39,660UnrelatedBusinessTaxblIncmAmt
Exclusion$2,214,718ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,175,058TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING, TAX RETURN PREPARATION & CONSULTING FEES$89,929$37,471$52,458
AUDIT FEES RELATING TO PREPARATION OF FINANCIAL STATEMENTS & GRANT REVIEW$55,000$0$55,000

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
LAPTOP2015-12-01$1,230$1,230SL3.000000000000$0$0
LAPTOP2017-02-01$1,444$1,444SL3.000000000000$0$0
LAPTOP2018-05-01$1,529$1,529SL3.000000000000$0$0
TECHSOUP2019-01-01$1,000$1,000SL3.000000000000$0$0
WEBSITE DESIGN2016-02-01$11,052$11,052SL3.000000000000$0$0
LAPTOP2020-07-19$1,497$707SL3.000000000000$374$0
LAPTOP2021-01-01$3,199$1,066SL3.000000000000$1,066$0

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BIG WIN PHILANTHROPY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 POST OFFICE LANE UNIT 388AddressLine1Txt
CityGREENS FARMSCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06838ZIPCd
FieldValueIRS element (for citing)
Short ExplanationTHE GRANTOR TRANSFERRED ALL REMAINING ASSETS (CASH, MARKETABLE SECURITIES, AND OTHER INVESTMENTS) TO THE SUCCESSOR ORGANIZATION TO CONTINUE THE GRANTOR'S MISSION AND ACTIVITIES BY MAKING GRANTS AND PROVIDING CHARITABLE SUPPORT TO GRANTEES FOR CHARITABLE PURPOSES.ShortExplanationTxt
Dissolution$156,904,163DissolutionAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCityForeignAddress/CityNmForeign PostalForeignAddress/ForeignPostalCd
ORDA ETHIOPIA
KEBELE AD BAHIR DARAMHARA REGIONAL SET2021-12-25$500,109RESTOCKING PROGRAM FOR CONFLICT AFFECTED COMMUNITIES IN CHINNA AND BOZA KEBELES AT DABAT AND DEBARK WOREDAS OF NORTH GONDAR ZONE.$370NO DIVERSION OF FUNDS BY GRANTEEFINAL REPORT RECEIVED 6/6/22 ($499,739 EXPENDED IN 2021)
LALIBELA GROUP
2022-08-31$150,000TO DEVELOP A MONITORING FRAMEWORK FOR EARLY CHILDHOOD DEVELOPMENT IN ADDIS ABABA.$150,000NO DIVERSION OF FUNDS BY GRANTEE10/31/2023330 MORGAN STREET APT 503NEW ORLEANSLA70114
DIGITAL SKILLS FOUNDATION
1320 CHEMIN DE MARFAYAUVERNE RHONE-ALPFR2022-12-21$400,000STRENGTHENING ONGOING EFFORTS ON HUMAN CAPITAL DEVELOPMENT THROUGH DIGITAL LITERACY IN RWANDA$0NO DIVERSION OF FUNDS BY GRANTEE3/28/2023MIRIBELLESECHELLES38380

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierEXPENSESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART I, LINES 13 - 25FormAndLineReferenceDesc
Medium ExplanationTHE GRANTOR IS REPORTING 100% OF THE COMBINED EXPENSES, REPORTED ON FORM 990-PF, PART I, LINES 13 THROUGH 25, FOR BOTH THE FILING AND SUCCESSOR ORGANIZATIONS TO MATCH ITS DISTRIBUTIONS WITH ITS RECEIPTS AND DISBURSEMENT REQUIREMENTS FOR THE YEAR. NONE OF THESE EXPENSES WILL BE REPORTED ON THE 2022 RETURN OF PRIVATE FOUNDATION FOR GRANTEE ORGANIZATION, BIG WIN PHILANTHROPY, INC.; EIN: 82-0843080.MediumExplanationTxt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationA GRANT AGREEMENT WAS SIGNED BY THE FILING ORGANIZATION (GRANTOR) AND BIG WIN PHILANTHROPY, INC. (GRANTEE; EIN: 82-0843080) TO TRANSFER ALL REMAINING ASSETS TO THE SUCCESSOR ORGANIZATION EFFECTIVE SEPTEMBER 30, 2022. UNDER INTERNAL REVENUE CODE SECTION 507 AND TREASURY REGULATIONS SECTION 1.507-3, GRANTEE IS TREATED AS A CONTINUATION OF THE GRANTOR. A COPY OF THE GRANT AGREEMENT IS ATTACHED TO THIS RETURN.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES IN CONNECTION WITH FOUNDATION MATTERSCategoryTxt
Legal Fees$13,777LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,777DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$299BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL FEES$3,406$0$3,406
OFFICE EXPENSE$25,232$0$25,232
INVESTMENT MANAGEMENT FEES$664,119$664,119$0
BANK CHARGES$7,106$7,106$0
NON-DEDUCTIBLE EXPENSES$1,287$0$0
MISC. EXPENSES$1,205$0$1,205
OTHER FEES$92$92$0
MARKETING$1,975$0$1,975
NYS FILING FEES$3,000$0$3,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME/LOSS-$435,729-$435,729-$435,729
OTHER INCOME/LOSS FROM PARTNERSHIPS-$560,422-$560,422-$560,422
PARTNERSHIP INCOME(LOSS) SUBJECT TO UNRELATED BUSINESS INCOME TAX-$39,660-$39,660

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSUBSCRIPTIONS PAYABLEDesc
BOY Book Value$1,247,500BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE CONTRACT SERVICES$1,117,516$0$1,117,516
PROGRAM CONSULTING/TECHNICAL ADVICE$162,218$0$162,218

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$11,958$0$11,958
FOREIGN TAXES PAID$37,126$37,126$0
OTHER TAX EXPENSE$2,787$0$2,787