PASSPORT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PASSPORT FOUNDATION (EIN 26-1580196)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349110062
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:26:26-06:00 | 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 | 261580196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Passport Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PASS | 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 Burbank | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Burbank | 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 | $77,342,418 | 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 | $4,059,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,525 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,495,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,367,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,274,184 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $128,484 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123,219 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,686,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,399,928 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $158,122 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $158,122 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $126,776 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $126,776 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $82,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,073 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,073 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $102,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,066 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $256 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $256 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $36 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,679 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $98 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $98 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,483,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,340,252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $135,684 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,994,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,343,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $542,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,889,862 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,889,862 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,884,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,343,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,431,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,801,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,056,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,986,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,658 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $294,861 | AcctRcvblAmt |
| Acct Rcvbl BOY | $161,994 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $294,861 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $294,861 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $48,686 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $48,686 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $48,686 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $702,398 | CorporateStockBOYAmt |
| Other Investments BOY | $40,635,959 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,848,529 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,902,213 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,486,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,288,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,342,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $47,486,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,288,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,486,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,288,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,486,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,288,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,486,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,801,786 | ExcessRevenueOverExpensesAmt |
| Subtotal | $49,288,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $49,288,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,523,690 | $1,003,483 | $1,520,207 | $1,520,207 | |||
| Passthrough K1 Capital Gain/(Loss) | -$418,829 | ||||||
| AVENTUS | $35,503 | $50,826 | -$15,323 | -$15,323 | D | 2022-04-30 | |
| AVENTUS | $151,841 | $221,164 | -$69,323 | -$69,323 | D | 2022-05-04 | |
| DATAMINR INC. | $565,383 | $364,994 | $200,389 | $200,389 | P | 2022-12-16 | 2015-03-02 |
| DISTRIBUTED GLOBAL OFFSHORE FUND II LTD | $1,066 | $246 | $820 | $820 | P | 2022-09-29 | 2018-02-28 |
| DISTRIBUTED GLOBAL OFFSHORE FUND II LTD | $86,980 | $34,107 | $52,873 | $52,873 | P | 2022-12-15 | 2018-02-28 |
| SPHERA BIOTECH FEEDER FUND, L.P | $505,531 | $1,000,000 | -$494,469 | -$494,469 | P | 2022-07-15 | 2021-03-01 |
| OFFSHORE HEDGE FUND CAPITAL GAIN DISTRIBUTIONS | $3,497,839 | $3,497,839 | $3,497,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,274,184 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,485 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,485 | SubtotalAmt |
| Tax Based On Investment Income | $42,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,668 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $104,668 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62,183 | OverpaymentAmt |
| Applied To ES Tax | $62,183 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Ani Arutyunyan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| John H Burbank III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Jim Cunningham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Trustee | 1.0 | $0 | $0 | $0 |
| Walther Lovato | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Joanne Poile | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WALSH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $158,122 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $124,288 |
| Janet Maughan | |||||
| 428 Lagunitas Avenue | Oakland | CA | 94610 | Philanthropic | $82,000 |
| Navolio & Tallman LLP | |||||
| 2121 N California Blvd Suite 610 | Walnut Creek | CA | 94596 | Accounting | $75,000 |
| Susan Chen | |||||
| 277 Elder View Drive | Las Vegas | NV | 89138 | Accounting | $51,776 |
| 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 | $1,093,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,772,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,482,593 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,347,941 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,347,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,205,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,142,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,957,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,957,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,485 | TotalTaxAmt |
| Distributable Before Adj | $3,914,651 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,914,651 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,914,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,431,886 | 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 | $4,431,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,914,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,316,040 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $4,431,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,316,040 | AppliedToYear1Amt |
| Applied To Current Year | $115,846 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,798,805 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John H Burbank III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | |||||||||||
| 1313 WEST EIGHTH ST | LOS ANGELES | CA | 90017 | N/A | PC | Employee Matching | $1,000 | ||||
| ADELANTE FOUNDATION | |||||||||||
| 37 UPENUF RD | WOODSIDE | CA | 94062 | N/A | PC | Employee Matching | $500 | ||||
| BLACK WOMEN FOR WELLNESS | |||||||||||
| PO BOX 292516 | LOS ANGELES | CA | 90029 | N/A | PC | Celebrating Black Beauty and Building a Movement to transform the toxic beauty industry | $60,000 | ||||
| BLUEGREEN ALLIANCE FOUNDATION | |||||||||||
| 2701 UNIVERSITY AVE SE STE 209 | MINNEAPOLIS | MN | 55414 | N/A | PC | Scaling up the use of alternative assessment and safer chemical frameworks to limit the production and use of hazardous substances, grow the market for safer materials and promote technological innovation | $35,000 | ||||
| BRATTLEBORO AREA HOSPICE | |||||||||||
| 191 CANAL ST | BRATTLEBORO | VT | 05301 | N/A | PC | Employee Matching | $150 | ||||
| BREAST CANCER PREVENTION PARTNERS | |||||||||||
| 1388 SUTTER ST STE 400 | SAN FRANCISCO | CA | 94109 | N/A | PC | Creating Hazard Profiles - IFRA List | $30,000 | ||||
| BREAST CANCER PREVENTION PARTNERS | |||||||||||
| 1388 SUTTER ST STE 400 | SAN FRANCISCO | CA | 94109 | N/A | PC | BCPP's work on beauty and personal care product safety | $75,000 | ||||
| BREAST CANCER PREVENTION PARTNERS | |||||||||||
| 1388 SUTTER ST STE 400 | SAN FRANCISCO | CA | 94109 | N/A | PC | Clearya Grant Renewal 2022 | $100,000 | ||||
| BRIGID ALLIANCE INC | |||||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | Employee Matching | $200 | ||||
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | General Support | $80,000 | ||||
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | Because Health Transition | $50,000 | ||||
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW INC | |||||||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General Support - Environmental Health Program | $80,000 | ||||
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||||||
| 1250 I ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | Reducing Harmful Chemicals and Heavy Metals in Foods | $100,000 | ||||
| CHANGE ORG CHARITABLE FOUNDATION INC | |||||||||||
| 548 MARKET ST BOX 29993 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $780 | ||||
| CHESAPEAKE BAY FOUNDATION INC | |||||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Employee Matching | $450 | ||||
| CHILDREN OF ARMENIA FUND INC | |||||||||||
| 149 5TH AVE STE 500 | NEW YORK | NY | 10010 | N/A | PC | Employee Matching | $10,000 | ||||
| CHILDRENS ENVIRONMENTAL HEALTH NETWORK | |||||||||||
| 110 MARYLAND AVE NE | WASHINGTON | DC | 20002 | N/A | PC | Cancer Free Economy (CFE) Network-AACR Conference on environmental carcinogenesis | $80,000 | ||||
| CLEAN AND HEALTHY NEW YORK INC | |||||||||||
| 69 STATE ST SUITE 1400C | ALBANY | NY | 12207 | N/A | PC | Advancing a Nontoxic, Just, Regenerative Circular economy | $65,000 | ||||
| COMING CLEAN INC | |||||||||||
| 28 VERNON ST STE 434 | BRATTLEBORO | VT | 05301 | N/A | PC | Employee Matching | $126 | ||||
| COMING CLEAN INC | |||||||||||
| 28 VERNON ST STE 434 | BRATTLEBORO | VT | 05301 | N/A | PC | Campaign for Healthier Solutions | $75,000 | ||||
| DATAKIND | |||||||||||
| 271 CADMAN PLZ E UNIT 24554 | BROOKLYN | NY | 11202 | N/A | PC | EJ Database - Pharos API | $35,000 | ||||
| DEFEND OUR HEALTH | |||||||||||
| 565 CONGRESS ST STE 204 | PORTLAND | ME | 04101 | N/A | PC | The Health Burden of Plastics | $100,000 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | Safeguarding Our Health: Protecting our Communities from toxics and fighting chemical secrecy | $250,000 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 | ||||
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | |||||||||||
| 1801 VICENTE ST | SAN FRANCISCO | CA | 94116 | N/A | PC | Employee Matching | $1,000 | ||||
| ELEVATOR REPAIR SERVICE THEATER INC | |||||||||||
| 47 GREAT JONES ST 3RD FL | NEW YORK | NY | 10012 | N/A | PC | Employee Matching | $500 | ||||
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | Safer Food for All | $100,000 | ||||
| ENVIRONMENTAL HEALTH SCIENCES | |||||||||||
| 614 W LAMME ST | BOZEMAN | MT | 59715 | N/A | PC | Meeting on obesogens | $35,000 | ||||
| ENVIRONMENTAL PROTECTION NETWORK | |||||||||||
| 2925 LEGATION ST NW | WASHINGTON | DC | 20015 | N/A | PC | General Support for EPN's Work to Reduce Exposures to toxic chemicals through policy, technical assistance, and media | $75,000 | ||||
| ENVIRONMENTAL WORKING GROUP | |||||||||||
| 1250 I ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | Food Chemicals Campaign | $100,000 | ||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | Employee Matching | $1,000 | ||||
| ESPERANZA COMMUNITY HOUSING CORPORATION | |||||||||||
| 3655 S GRAND AVE STE 280 | LOS ANGELES | CA | 90007 | N/A | PC | Employee Matching | $240 | ||||
| FEEDING AMERICA | |||||||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | Employee Matching | $2,500 | ||||
| FRIENDS OF THE URBAN FOREST | |||||||||||
| 1007 GENERAL KENNEDY AVE STE 1 | SAN FRANCISCO | CA | 94129 | N/A | PC | Employee Matching | $760 | ||||
| GLOBALGIVING FOUNDATION INC | |||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Ukraine Crisis Relief Fund | $200 | ||||
| GOLDEN STATE WARRIORS COMMUNITY FOUNDATION | |||||||||||
| 1 WARRIORS WAY | SAN FRANCISCO | CA | 94158 | N/A | PC | General & Unrestricted | $25,000 | ||||
| GOOD EATS FOR LIFE LLC | |||||||||||
| 170 E 92ND ST APT 3B | NEW YORK | NY | 10128 | N/A | PC | Employee Matching | $500 | ||||
| GREEN SCIENCE POLICY INSTITUTE | |||||||||||
| 1400 SHATTUCK AVE STE 8 | BERKELEY | CA | 94709 | N/A | PC | Reducing harmful chemicals in consumer products | $75,000 | ||||
| GREENPEACE FUND INC | |||||||||||
| 1300 EYE ST NW SUITE 1100 EAST | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $100 | ||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH ST NW | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $1,008 | ||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH ST NW | WASHINGTON | DC | 20011 | N/A | PC | General Support | $100,000 | ||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH ST NW | WASHINGTON | DC | 20011 | N/A | PC | ChemFORWARD: Safe + Circular Food Packaging | $100,000 | ||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH ST NW | WASHINGTON | DC | 20011 | N/A | PC | Built Environment Seed Funding | $100,000 | ||||
| HEART AND ARMOR FOUNDATION | |||||||||||
| 1100 GLENDON AVE STE 200 | LOS ANGELES | CA | 90024 | N/A | PC | Employee Matching | $500 | ||||
| HONOR THE EARTH | |||||||||||
| PO BOX 155 | PONSFORD | MN | 56575 | N/A | PC | General & Unrestricted | $240 | ||||
| INTERNATIONAL POLLUTANTS ELIMINATION NETWORK | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $100,000 | BOX 7256 | GOTHENBURG | SW | 40235 | ||||
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | |||||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | Employee Matching | $5,000 | ||||
| MIRACLEFEET | |||||||||||
| 107 CONNOR DR STE 230 | CHAPEL HILL | NC | 27514 | N/A | PC | Africa proposal | $250,000 | ||||
| NATIONAL ALLIANCE ON MENTAL ILLNESS GREATER LOS AN | |||||||||||
| 505 S FLOWER ST 1963 | LOS ANGELES | CA | 90071 | N/A | PC | Employee Matching | $214 | ||||
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | New York Abortion Access Fund | $100 | ||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | Protecting the Public from Toxic Chemicals | $240,000 | ||||
| OUT IN THE OPEN INC | |||||||||||
| PO BOX 1685 | BRATTLEBORO | VT | 05302 | N/A | PC | Employee Matching | $150 | ||||
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | Employee Matching | $7,500 | ||||
| PATH MINISTRIES INTERNATIONAL | |||||||||||
| PO BOX 4010 | SEAL BEACH | CA | 90740 | N/A | PC | Employee Matching | $10,000 | ||||
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CE | |||||||||||
| 2029 UNIVERSITY AVE STE 200 | BERKELEY | CA | 94704 | N/A | PC | Fumigant-Free Farming: the campaign to ban 1,3-dichloropropene | $60,000 | ||||
| PHYSICIANS FOR SOCIAL RESPONSIBILITY INC | |||||||||||
| 617 SOUTH OLIVE ST | LOS ANGELES | CA | 90014 | N/A | PC | Employee Matching | $240 | ||||
| PHYSICIANS FOR SOCIAL RESPONSIBILITY INC | |||||||||||
| 617 SOUTH OLIVE ST | LOS ANGELES | CA | 90014 | N/A | PC | Los Angeles Chapter | $75,000 | ||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | Employee Matching | $1,000 | ||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||||||
| 120 BROADWAY 3475 | NEW YORK | NY | 10271 | N/A | PC | Plastic Solutions Fund | $200,000 | ||||
| SALEM CHILDRENS CHARITY | |||||||||||
| 1 FREDERICK ST | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $100 | ||||
| SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | |||||||||||
| 832 FOLSOM ST STE 1001 | SAN FRANCISCO | CA | 94107 | N/A | PC | Employee Matching | $750 | ||||
| THE ARC OF THE UNITED STATES | |||||||||||
| 2000 PENNSYLVANIA AVE SUITE 500 | WASHINGTON | DC | 20006 | N/A | PC | Project TENDR (Targeting Nuero-Developmental Risks) | $60,000 | ||||
| THE COMMUNITY FOUNDATION INC | |||||||||||
| 3409 MOORE ST | RICHMOND | VA | 23230 | N/A | PC | Fund for River Counties | $200 | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN | |||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | Defending Science and Promoting Evidence-Based Decision making about toxic environmental chemicals | $125,000 | ||||
| TOXIC-FREE FUTURE | |||||||||||
| 4649 SUNNYSIDE AVE N STE 540 | SEATTLE | WA | 98103 | N/A | PC | Safer States Chemical and Plastics Campaigns | $75,000 | ||||
| TOXIC-FREE FUTURE | |||||||||||
| 4649 SUNNYSIDE AVE N STE 540 | SEATTLE | WA | 98103 | N/A | PC | Safer Chemicals Healthy Families/ Mind the Store | $250,000 | ||||
| TOXIC-FREE FUTURE | |||||||||||
| 4649 SUNNYSIDE AVE N STE 540 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $250,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||||||
| 516 WEST 168TH ST 3RD FL | NEW YORK | NY | 10032 | N/A | PC | Building a multi-racial and intersectional movement to reduce toxic chemical use in beauty and personal care products | $50,000 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | HEFN 2.0: Toxics Funders Expansion Project | $50,000 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Healthy Baby Food for All Babies | $60,000 | ||||
| WIKIMEDIA FOUNDATION INC | |||||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | Employee Matching | $104 | ||||
| WOMENS DAYTIME DROP-IN CENTER | |||||||||||
| 2218 ACTON ST | BERKELEY | CA | 94702 | N/A | PC | Employee Matching | $2,500 | ||||
| WOMENS VOICES FOR THE EARTH | |||||||||||
| PO BOX 8743 | MISSOULA | MT | 59807 | N/A | PC | Determining Health Risks in CA Nail & Hair Salons | $65,000 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER LONG B | |||||||||||
| 3605 LONG BEACH BLVD | LONG BEACH | CA | 90807 | N/A | PC | Employee Matching | $150 | ||||
| YOUNG PEOPLES CHORUS OF NEW YORK CITY INC | |||||||||||
| 37 W 65TH ST 2ND FL | NEW YORK | NY | 10023 | N/A | PC | Employee Matching | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,889,862 | 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 | $2,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 | $3,495,961 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$1 | 14 | $114,363 |
| Federal Tax Refund | 01 | $1,172 | ||
| INTEREST FROM PARTNERSHIPS | 14 | $12,950 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,626,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,626,970 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Burbank III John H | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W Dilido Dr | AddressLine1Txt |
| City | Miami Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,059,106 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ATAI LIFE SCIENCES N.V ATAI, 175165 sh. | NoncashPropertyDesc |
| Fair Market Value | $909,106 | FairMarketValueAmt |
| Received | 2022-02-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $126,776 | Amt |
| Disbursements Charitable Prps | $126,776 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL POLLUTANTS ELIMINATION NET | ||||||||||
| BOX 7256 | GOTHENBURG | SW | 40235 | 2020-06-02 | $75,000 | SUPPORT LEVERAGING DATA ON TOXIC CHEMICALS IN PLASTICS TO ADVANCE ENVIRONMENTAL HEALTH GOALS | $75,000 | NO | 08/30/2021, 5/25/2022, 3/28/2023 | NONE NECESSARY |
| INTERNATIONAL POLLUTANTS ELIMINATION NET | ||||||||||
| BOX 7256 | GOTHENBURG | SW | 40235 | 2022-07-02 | $100,000 | support leveraging the treaty process to advance environmental health goals | $81,821 | NO | 3/28/2023 | none necessary |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 926 | FORM 926 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| FORM 8865 | FORM 8865 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (75 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1KX LP | $1,079,512 | $1,009,661 |
| AAF II - YASI VENTURES, L.P | $225,683 | $312,821 |
| ALIGNMENT GROWTH FUND I, LP | $302,714 | $316,004 |
| BIG LEAGUE ADVANCE FUND II, LP | $379,383 | $705,351 |
| BOOST VC ACCELERATOR 3, L.P | $183,234 | $186,728 |
| BUCKLEY VENTURES III, LP | $163,787 | $163,149 |
| BULLPEN CAPITAL IV, L.P | $425,408 | $1,127,409 |
| CH VENTURES I, L.P | $189,837 | $331,667 |
| CH VENTURES II, L.P | $66,588 | $89,025 |
| CHANGE.ORG GROWTH LLC | $7,149 | $4,647 |
| CIVILIZATION VENTURES II, L.P. | $142,923 | $170,524 |
| CLOCKTOWER CLIMATE AND SUSTAIN | $73,732 | $80,254 |
| CLOCKTOWER LATIN AMERICAN TECH | $97,577 | $130,681 |
| COURTSIDE VENTURES II, L.P | $384,397 | $794,083 |
| COURTSIDE VENTURES III, L.P | $491,067 | $484,274 |
| CRE VENTURE CAPITAL FUND II, L | $445,330 | $1,180,977 |
| CV 2-KREATE, L.P | $202,422 | $239,173 |
| DISTRIBUTED GLOBAL OFFSHORE FU | $33,022 | $77,714 |
| ELECTRIC CAPITAL PARTNERS FRON | $16,057 | |
| FMZ VENTURES FUND I, L.P | $483,745 | $585,811 |
| FORMATION8 PARTNERS ENTREPRENE | $182,524 | $664,646 |
| FYRFLY VENTURE PARTNERS FUND I | $347,817 | $528,742 |
| GK VENTURES, LP | $22,634 | $28,425 |
| GLOBAL VENTURES L.P | $122,253 | $301,927 |
| GOVTECH FUND I, L.P | $1,274,770 | $2,148,928 |
| GOVTECH FUND II, L.P | $695,065 | $1,117,441 |
| HAVENCREST HEALTHCARE PARTNERS | $7,615 | $8,173 |
| HAVENCREST HEALTHCARE PARTNERS | $338,130 | $571,818 |
| HCM V, L.P | $597,555 | $585,042 |
| HEROIC VENTURES, L.P | $132,742 | $1,043,747 |
| HUAXING CAPITAL PARTNERS II, L | $192,613 | $233,020 |
| HUAXING CAPITAL PARTNERS, LP | $367,746 | $343,682 |
| INNOVATION WORKS DEVELOPMENT F | $311,659 | $636,544 |
| KONVOY VENTURES III LP | $31,410 | $31,411 |
| LEARNSTART I, L.P | $186,622 | $283,377 |
| LEARNSTART II, L.P. | $192,292 | $195,682 |
| LEGACY CAPITAL, LP | $1,215,749 | $1,711,226 |
| LEGACY HARMONY LTD | $833,940 | $1,451,815 |
| LEVEL EQUITY GROWTH PARTNERS I | $499,393 | $909,312 |
| LJ VENTURES FUND II, L.P | $774,842 | $1,221,497 |
| LJV FUND III, L.P | $112,823 | $112,091 |
| LJV OPPORTUNITY FUND I, L.P | $92,578 | $92,129 |
| MADIBA 6-2 LLC | $1,031,766 | $1,058,140 |
| MASTRY FUND I, LP | $100,244 | $100,259 |
| MAVEN VENTURES FUND II, L.P | $411,296 | $1,211,959 |
| MAVEN VENTURES FUND III, L.P | $135,722 | $191,405 |
| MERON II, L.P | $175,335 | $293,897 |
| META STABLE EDGE OFFSHORE FUND | $331,215 | |
| MITHRIL II LP | $820,794 | $779,440 |
| MORTAR & MASH ONE, LLC | $42,068 | $68,490 |
| NEW FORM CAPITAL I, L.P. | $1,120,930 | $1,817,190 |
| NEW NORTH VENTURES FUND I, L.P | $180,674 | $188,982 |
| NEXT COAST VENTURES III, L.P | $66,713 | $66,228 |
| NIMBLE PARTNERS FUND I, LP | $21,442,070 | $36,586,889 |
| NIMBLE PARTNERS FUND II, LP | $3,764,801 | $4,102,294 |
| QUIET GROWTH I, L.P | $377,189 | $669,890 |
| REGENERATION.VC FUND 1, LP | $82,986 | $91,507 |
| ROCANA VENTURE PTNRS II (US) L | $176,874 | $321,230 |
| ROGUE CAPITAL PARTNERS, L.P | $145,058 | $192,023 |
| RTW OFFSHORE FUND ONE LTD | $55,449 | |
| SALT FUND I, L.P. | $161,117 | $220,824 |
| SILVER LAKE WATERMAN FUND, L.P | $32,379 | $99,406 |
| SKY9 CAPITAL FUND III, L.P | $768,548 | $1,196,565 |
| SKY9 CAPITAL FUND IV, L.P | $218,218 | $402,261 |
| SKY9 CAPITAL MVP FUND, L.P | $461,666 | $499,834 |
| SYBIL CAPITAL FUND I-B FEEDER | $680,000 | $574,842 |
| TANDEM FUND II, LP | $286,563 | $1,163,570 |
| TFG HOLDING, INC | $137,659 | $191,705 |
| THE CXO FUND, LLC | $225,877 | $396,996 |
| THERAPYDIA, INC | $508,083 | $508,083 |
| UNIKOINGOLD | $303,858 | $652 |
| VOLTA ENERGY STORAGE FUND I L. | $309,986 | $405,199 |
| WILL VENTURES FUND I, L.P | $380,459 | $511,882 |
| WILL VENTURES FUND II, LP | $64,508 | $64,995 |
| WTI FUND X LLC | $324,806 | $312,227 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $5,409 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,409 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (70 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $124,288 | $124,288 | |
| Bank Charges | $25 | $25 | |
| Computers/Electronic Devices | $342 | $342 | |
| Foundation Dues & Memberships | $10,585 | $10,585 | |
| K-1 Exp 1KX LP | $38,994 | $38,994 | |
| K-1 Exp AAF II - YASI VENTURES | $6,992 | $6,992 | |
| K-1 Exp ALIGNMENT GROWTH FUND | $28,502 | $28,502 | |
| K-1 Exp BIG LEAGUE ADVANCE FUN | $17,223 | $17,209 | |
| K-1 Exp BOOST VC ACCELERATOR 3 | $16,569 | $16,569 | |
| K-1 Exp BUCKLEY VENTURES III, | $11,245 | $9,739 | |
| K-1 Exp BULLPEN CAPITAL IV, L. | $13,421 | $13,421 | |
| K-1 Exp CH VENTURES I, L.P | $3,548 | $3,548 | |
| K-1 Exp CH VENTURES II, L.P | $15,912 | $15,912 | |
| K-1 Exp CIVILIZATION VENTURES | $6,645 | $6,645 | |
| K-1 Exp CLOCKTOWER CLIMATE AND | $8,529 | $8,529 | |
| K-1 Exp CLOCKTOWER LATIN AMERI | $6,704 | $6,704 | |
| K-1 Exp COURTSIDE VENTURES II, | $12,760 | $12,760 | |
| K-1 Exp COURTSIDE VENTURES III | $28,443 | $28,443 | |
| K-1 Exp CRE VENTURE CAPITAL FU | $13,919 | $13,919 | |
| K-1 Exp CV 2-KREATE, L.P | $3,607 | $3,607 | |
| K-1 Exp FMZ VENTURES FUND I, L | $11,159 | $11,159 | |
| K-1 Exp FORMATION8 PARTNERS EN | $957 | $957 | |
| K-1 Exp FYRFLY VENTURE PARTNER | $13,419 | $13,419 | |
| K-1 Exp GK VENTURES, LP | $10,546 | $10,546 | |
| K-1 Exp GLOBAL VENTURES L.P | $4,676 | $4,676 | |
| K-1 Exp GOVTECH FUND I, L.P | $7,238 | $7,238 | |
| K-1 Exp GOVTECH FUND II, L.P | $22,714 | $22,714 | |
| K-1 Exp HAVENCREST HEALTHCARE | $10,800 | $10,800 | |
| K-1 Exp HAVENCREST HEALTHCARE | $19,311 | $19,192 | |
| K-1 Exp HCM V, L.P | $27,450 | $27,450 | |
| K-1 Exp HEROIC VENTURES, L.P | $1,859 | $1,859 | |
| K-1 Exp HUAXING CAPITAL PARTNE | $4,906 | $4,906 | |
| K-1 Exp HUAXING CAPITAL PARTNE | $8,762 | $8,762 | |
| K-1 Exp INNOVATION WORKS DEVEL | $16,907 | $16,907 | |
| K-1 Exp KONVOY VENTURES III LP | $5,923 | $5,923 | |
| K-1 Exp LEARNSTART I, L.P | $6,787 | $6,787 | |
| K-1 Exp LEARNSTART II, L.P. | $13,757 | $12,346 | |
| K-1 Exp LEGACY CAPITAL, LP | $61,896 | $61,893 | |
| K-1 Exp LEVEL EQUITY GROWTH PA | $23,195 | $21,334 | |
| K-1 Exp LJ VENTURES FUND II, L | $28,221 | $28,221 | |
| K-1 Exp LJV FUND III, L.P | $12,182 | $12,182 | |
| K-1 Exp LJV OPPORTUNITY FUND I | $7,422 | $7,422 | |
| K-1 Exp MADIBA 6-2 LLC | $3,840 | $3,840 | |
| K-1 Exp MASTRY FUND I, LP | $12,925 | $12,925 | |
| K-1 Exp MAVEN VENTURES FUND II | $10,551 | $10,551 | |
| K-1 Exp MAVEN VENTURES FUND II | $6,735 | $6,735 | |
| K-1 Exp MERON II, L.P | $11,893 | $11,893 | |
| K-1 Exp MITHRIL II LP | $13,653 | $13,653 | |
| K-1 Exp MORTAR & MASH ONE, LLC | $7 | ||
| K-1 Exp NEW FORM CAPITAL I, L. | $44,707 | $44,707 | |
| K-1 Exp NEW NORTH VENTURES FUN | $19,326 | $19,326 | |
| K-1 Exp NEXT COAST VENTURES II | $8,285 | $8,285 | |
| K-1 Exp NIMBLE PARTNERS FUND I | $334,021 | $333,012 | |
| K-1 Exp NIMBLE PARTNERS FUND I | $196,271 | $194,931 | |
| K-1 Exp QUIET GROWTH I, L.P | $12,585 | $12,585 | |
| K-1 Exp REGENERATION.VC FUND 1 | $5,490 | $5,490 | |
| K-1 Exp ROCANA VENTURE PTNRS I | $10,086 | $10,079 | |
| K-1 Exp ROGUE CAPITAL PARTNERS | $12,462 | $12,462 | |
| K-1 Exp SALT FUND I, L.P. | $8,486 | $8,486 | |
| K-1 Exp SKY9 CAPITAL FUND III, | $24,944 | $24,944 | |
| K-1 Exp SKY9 CAPITAL FUND IV, | $6,135 | $6,135 | |
| K-1 Exp SKY9 CAPITAL MVP FUND, | $5,193 | $5,193 | |
| K-1 Exp TANDEM FUND II, LP | $3,515 | $3,515 | |
| K-1 Exp THE CXO FUND, LLC | $3,040 | $3,040 | |
| K-1 Exp VOLTA ENERGY STORAGE F | $11,527 | $11,527 | |
| K-1 Exp WILL VENTURES FUND I, | $11,862 | $11,862 | |
| K-1 Exp WILL VENTURES FUND II, | $14,347 | $14,347 | |
| K-1 Exp WTI FUND X LLC | $2,518 | $2,518 | |
| Office & Supplies | $69 | $69 | |
| State or Local Filing Fees | $400 | $400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (52 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss 1KX LP | $46,627 | $46,627 |
| K-1 Inc/Loss AAF II - YASI VENTURES, L.P | $258 | $258 |
| K-1 Inc/Loss ALIGNMENT GROWTH FUND I, LP | $95 | $95 |
| K-1 Inc/Loss BIG LEAGUE ADVANCE FUND II, LP | $831 | $831 |
| K-1 Inc/Loss BUCKLEY VENTURES III, LP | $32 | $32 |
| K-1 Inc/Loss CH VENTURES I, L.P | $1,482 | $1,482 |
| K-1 Inc/Loss CIVILIZATION VENTURES II, L.P. | $191 | $191 |
| K-1 Inc/Loss CLOCKTOWER CLIMATE AND SUSTAINABILIT | $13 | $16 |
| K-1 Inc/Loss CLOCKTOWER LATIN AMERICAN TECHNOLOGI | $21 | $21 |
| K-1 Inc/Loss COURTSIDE VENTURES II, L.P | $500 | $500 |
| K-1 Inc/Loss COURTSIDE VENTURES III, L.P | $1,845 | $1,845 |
| K-1 Inc/Loss CRE VENTURE CAPITAL FUND II, L.P | $1,503 | $1,503 |
| K-1 Inc/Loss CV 2-KREATE, L.P | $268 | $268 |
| K-1 Inc/Loss FMZ VENTURES FUND I, L.P | $166 | $166 |
| K-1 Inc/Loss FORMATION8 PARTNERS ENTREPRENEURS FU | $74 | $74 |
| K-1 Inc/Loss GK VENTURES, LP | -$4,318 | -$4,318 |
| K-1 Inc/Loss GLOBAL VENTURES L.P | $167 | $167 |
| K-1 Inc/Loss GOVTECH FUND I, L.P | $97 | $97 |
| K-1 Inc/Loss GOVTECH FUND II, L.P | $1,076 | $1,076 |
| K-1 Inc/Loss HAVENCREST HEALTHCARE PARTNERS II, L | -$339 | -$339 |
| K-1 Inc/Loss HAVENCREST HEALTHCARE PARTNERS, LP | -$7,044 | -$7,440 |
| K-1 Inc/Loss HCM V, L.P | $5 | $5 |
| K-1 Inc/Loss HEROIC VENTURES, L.P | $89 | $89 |
| K-1 Inc/Loss HUAXING CAPITAL PARTNERS II, LP | $220 | $220 |
| K-1 Inc/Loss HUAXING CAPITAL PARTNERS, LP | $766 | $766 |
| K-1 Inc/Loss INNOVATION WORKS DEVELOPMENT FUND, L | $53 | $53 |
| K-1 Inc/Loss LEARNSTART I, L.P | $450 | $450 |
| K-1 Inc/Loss LEARNSTART II, L.P. | $740 | $656 |
| K-1 Inc/Loss LEGACY CAPITAL, LP | $6,724 | $6,724 |
| K-1 Inc/Loss LEVEL EQUITY GROWTH PARTNERS I, LP | -$18,441 | $370 |
| K-1 Inc/Loss LJ VENTURES FUND II, L.P | $212 | $212 |
| K-1 Inc/Loss LJV FUND III, L.P | $5 | $5 |
| K-1 Inc/Loss MASTRY FUND I, LP | $224 | $224 |
| K-1 Inc/Loss MAVEN VENTURES FUND III, L.P | $240 | $240 |
| K-1 Inc/Loss MITHRIL II LP | $3,042 | $3,042 |
| K-1 Inc/Loss MORTAR & MASH ONE, LLC | $19,484 | |
| K-1 Inc/Loss NEW FORM CAPITAL I, L.P. | $234 | $234 |
| K-1 Inc/Loss NEXT COAST VENTURES III, L.P | $385 | $385 |
| K-1 Inc/Loss NIMBLE PARTNERS FUND I, LP | $24,080 | $21,137 |
| K-1 Inc/Loss NIMBLE PARTNERS FUND II, LP | $264 | $264 |
| K-1 Inc/Loss ROCANA VENTURE PTNRS II (US) LP | $58 | $58 |
| K-1 Inc/Loss ROGUE CAPITAL PARTNERS, L.P | $1 | $1 |
| K-1 Inc/Loss SALT FUND I, L.P. | $2 | $2 |
| K-1 Inc/Loss SILVER LAKE WATERMAN FUND, L.P | -$919 | -$919 |
| K-1 Inc/Loss SKY9 CAPITAL FUND IV, L.P | $3 | $3 |
| K-1 Inc/Loss TANDEM FUND II, LP | $8 | $8 |
| K-1 Inc/Loss THE CXO FUND, LLC | $4,001 | $4,001 |
| K-1 Inc/Loss VOLTA ENERGY STORAGE FUND I L.P. | $1,188 | $1,188 |
| K-1 Inc/Loss WILL VENTURES FUND I, L.P | $606 | $606 |
| K-1 Inc/Loss WTI FUND X LLC | $27,093 | $27,093 |
| State Tax Refund | $1,172 | |
| Interest from partnerships | $12,950 | $12,950 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERAPYDIA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $48,686 | LoanOriginalAmt |
| Balance Due | $48,686 | BalanceDueAmt |
| Note | 2022-12 | NoteDt |
| Repayment Terms | CONVERSION TO SHARES OF STOCK | RepaymentTermsTxt |
| Interest | 0. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | CASH 0 | LenderConsiderationDesc |
| Consideration FMV | $48,686 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Philanthropic Consulting Srvcs | CategoryTxt |
| Amt | $82,000 | Amt |
| Disbursements Charitable Prps | $82,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $101,700 | |
| Foreign Tax Paid | $1,066 | $1,066 |