CREDIT SUISSE AMERICAS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT SUISSE AMERICAS FOUNDATION (EIN 90-0647568)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202333159349100008
- 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
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-11T10:36:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 900647568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT SUISSE AMERICAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRED | BusinessNameControlTxt |
| Phone | 2123255260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON AVENUE FLOOR 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZA GREEN | PersonNm |
| Person Title | EXEC DIR & SECRETARY | PersonTitleTxt |
| Phone | 2123252460 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LIZA | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA RASMUSSEN | PreparerPersonNm |
| PTIN | P00143920 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,052,740 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,649,184 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $104,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,363,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,829 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,369,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $720,098 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,288,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,255,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,343,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,281,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,974,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $684,568 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,844,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,719,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,719,345 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $29,992 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30,405 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $29,992 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,992 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,141,337 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,178,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,477,364 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $388,795 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $303,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $303,403 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,061,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,052,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,052,740 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,350 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,700 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,748,986 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,781,535 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $12,335 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,804,671 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,830,735 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,256,500 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,222,005 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,256,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,222,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,061,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,052,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,256,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,974,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,733 | OtherIncreasesAmt |
| Subtotal | $4,287,652 | SubtotalAmt |
| Other Decreases | $1,065,647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,222,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED STOCK | PropertyDesc |
| Gross Sales Price | $7,363,535 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,747,706 | CostOrOtherBasisAmt |
| Gain Or Loss | $615,829 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $615,829 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,829 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,043 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,043 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,528 | OverpaymentAmt |
| Applied To ES Tax | $10,528 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LIZA GREEN | IndividualWithBooksNm |
| Phone | 2123252460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON AVENUE FLOOR 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|
| APARNA RAMABHADRAN | ||||||||
| 7033 LOUIS STEPHENS DRIVE | MORRISVILLE | NC | 27560 | CHIEF ACCOUNTING OFFICER | 0.10 | $0 | $0 | $0 |
| KEVIN WALKER | ||||||||
| 6933 LOUIS STEPHENS DRIVE | MORRISVILLE | NC | 27560 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SOPHIA WAJNERT | ||||||||
| 6933 LOUIS STEPHENS DRIVE | MORRISVILLE | NC | 27560 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DAVID MILLER | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | CHAIR | 0.10 | $0 | $0 | $0 |
| ERIC ECKHOLDT | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | EXECUTIVE DIRECTOR & SECRETARY | 40.00 | $0 | $0 | $0 |
| LIZA GREEN | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | EXECUTIVE DIRECTOR & SECRETARY | 40.00 | $0 | $0 | $0 |
| ERIC MILLER | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DOUG NIETERS | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SEAN FLYNN | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| KARINA BYRNE | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ROB BASSO | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| CRYSTAL LALIME | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| STEPHANIE SZE | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DARREN MALCOLM | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| YUMI FROST | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | ASSISTANT SECRETARY | 0.10 | $0 | $0 | $0 |
| TAMBRA KING | ||||||||
| 11 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10010 | ASSISTANT SECRETARY | 0.10 | $0 | $0 | $0 |
| AMY CLACK | ||||||||
| 650 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOURTH STREET 2ND FLOOR | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEE | ServiceTypeTxt |
| Compensation | $24,887 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,679,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,059,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $346,099 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,084,898 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,084,898 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,273 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,993,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,515 | TotalTaxAmt |
| Distributable Before Adj | $290,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $290,166 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $290,166 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,281,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,281,471 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,576,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,658,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,591,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,792,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,797,992 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,417,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,281,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $290,166 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,991,305 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,409,095 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,576,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,832,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,658,840 | ExcessFromYear4Amt |
| Excess From Year3 | $5,591,744 | ExcessFromYear3Amt |
| Excess From Year2 | $5,792,411 | ExcessFromYear2Amt |
| Excess From Year1 | $5,797,992 | ExcessFromYear1Amt |
| Excess From Current Year | $3,991,305 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LIZA GREEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON AVENUE FLOOR 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123252460 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSAL ACCOMPANIED BY IRS DETERMINATION LETTER OF EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15 & AUGUST 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SUPPORT FOR INDIVIDUALS, DINNERS, MEDICAL RESEARCH, ENDOWMENTS, CAPITAL CAMPAIGNS, POLITICAL CAUSES, SPONSORSHIPS, & RELIGIOUS, CIVIC & FRATERNAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| KIPP FOUNDATION | ||||||||||
| 135 MAIN ST STE 1 | SAN FRANCISCO | CA | 941051955 | PC | CAREER INTEGRATION WORK AND KIPP DURHAM COLLEGE PREP | $438,979 | ||||
| MYFUTURENC | ||||||||||
| 301 N WILMINGTON STREET | RALEIGH | NC | 27601 | PC | GENERAL OPERATING | $100,000 | ||||
| GENERATION USA | ||||||||||
| 1616 H ST NW SUITE 820 | WASHINGTON | DC | 20006 | PC | NEW YORK CITY OPERATIONS | $200,000 | ||||
| GOOD SHEPHERD SERVICES | ||||||||||
| 305 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 100016161 | PC | GRANTEES COLLEGE AND CAREER SUCCESS PROGRAMMING | $102,552 | ||||
| OWNERSHIP WORKS | ||||||||||
| 52 W 11TH ST | NEW YORK | NY | 100118778 | POF | LAUNCH AND OPERATIONS OF OWNERSHIP WORKS | $100,000 | ||||
| AMERICAN RED CROSS - GREATER NEW YORK | ||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 200065310 | PC | GENERAL OPERATING | $13,212 | ||||
| AUTISM SOCIETY OF NORTH CAROLINA | ||||||||||
| 5121 KINGDOM WAY SUITE 100 | RALEIGH | NC | 27607 | PC | GENERAL OPERATING | $15,403 | ||||
| BILLION OYSTER PROJECT | ||||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | GENERAL OPERATING | $26,507 | ||||
| CAREERWISE NEW YORK | ||||||||||
| 383 MADISON AVE | NEW YORK | NY | 100173217 | PC | GENERAL OPERATING | $10,959 | ||||
| CHILD CENTER OF NY | ||||||||||
| 118-35 QUEENS BLVD | FOREST HILLS | NY | 11375 | PC | GENERAL OPERATING | $22,127 | ||||
| CHILDREN OF PROMISE NYC | ||||||||||
| 54 MACDONOUGH STREET | BROOKLYN | NY | 11216 | PC | GENERAL OPERATING | $6,555 | ||||
| COMFORT ZONE CAMP | ||||||||||
| 6606 WEST BROAD STREET | RICHMOND | VA | 23230 | PC | GENERAL OPERATING | $6,345 | ||||
| COVENANT HOUSE TORONTO | ||||||||||
| PC | GENERAL OPERATING | $89,678 | 20 GERRARD STREET EAST | ONTARIO | CA | |||||
| CRAYONS2CALCULATORS | ||||||||||
| THE DURHAM TEACHER WAREHOUSE CORP | DURHAM | NC | 27702 | PC | GENERAL OPERATING | $5,669 | PO BOX 1355 | |||
| DEMENTIA ALLIANCE OF NORTH CAROLINA | ||||||||||
| 9131 ANSON WAY SUITE 206 | RALEIGH | NC | 27615 | PC | GENERAL OPERATING | $8,892 | ||||
| EAST HARLEM SCHOOL | ||||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | PC | GENERAL OPERATING | $20,307 | ||||
| FEEDING AMERICA | ||||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING | $42,212 | ||||
| HABITAT FOR HUMANITY NEW YORK CITY | ||||||||||
| 111 JOHN STREET 23RD FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING | $6,103 | ||||
| HABITAT FOR HUMANITY OF WAKE COUNTY | ||||||||||
| 2420 N RALEIGH BLVD | RALEIGH | NC | 276042235 | PC | GENERAL OPERATING | $6,940 | ||||
| HARLEM ACADEMY | ||||||||||
| 1330 5TH AVE | NEW YORK | NY | 100263900 | PC | GENERAL OPERATING | $30,816 | ||||
| HEALTH IN HARMONY | ||||||||||
| PO BOX 96176 | PORTLAND | OR | 97296 | PC | GENERAL OPERATING | $3,793 | ||||
| HOMEFRONT | ||||||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL OPERATING | $4,133 | ||||
| HOUSING WORKS | ||||||||||
| 57 WILLOUGHBY ST 2ND FL | BROOKLYN | NY | 112015290 | PC | GENERAL OPERATING | $4,514 | ||||
| MATRICULATE | ||||||||||
| 1375 CONEY ISLAND AVE PMB 1011 | BROOKLYN | NY | 112304119 | PC | GENERAL OPERATING | $3,378 | ||||
| MD ANDERSON CANCER CENTER THYROID CANCER RESEARCH PROGRAM | ||||||||||
| UT MD ANDERSON CANCER CENTER PO BOX | HOUSTON | TX | 772104486 | PC | GENERAL OPERATING | $26,696 | 4486 | |||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||
| 1275 YORK AVE | NEW YORK | NY | 100656007 | PC | GENERAL OPERATING | $48,958 | ||||
| NEW YORK CARES | ||||||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 100062513 | PC | GENERAL OPERATING | $11,832 | ||||
| OPPORTUNITY INTERNATIONAL | ||||||||||
| 2122 YORK ROAD | OAK BROOK | IL | 60523 | PC | GENERAL OPERATING | $2,797 | ||||
| OVARIAN CANCER RESEARCH FUND INC | ||||||||||
| ONE PENNSYLVANIA PLAZA SUITE 1610 | NEW YORK | NY | 101190165 | PC | GENERAL OPERATING | $7,002 | ||||
| RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION | ||||||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $6,651 | ||||
| SPCA OF WAKE COUNTY | ||||||||||
| 200 PETFINDER LANE | RALEIGH | NC | 27603 | PC | GENERAL OPERATING | $9,138 | ||||
| ST FRANCIS FRIENDS OF THE POOR | ||||||||||
| 155 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | GENERAL OPERATING | $5,841 | ||||
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 262 DANNY THOMAS PLACE MS 275 | MEMPHIS | TN | 38105 | PC | GENERAL OPERATING | $83,725 | ||||
| TEDY'S TEAM | ||||||||||
| 72A TAUNTON STREET UNIT 101 | PLAINVILLE | MA | 02762 | PC | GENERAL OPERATING | $3,347 | ||||
| THE PUBLIC THEATER | ||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PC | GENERAL OPERATING | $19,338 | ||||
| UNITED NEGRO COLLEGE FUND | ||||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 200013186 | PC | GENERAL OPERATING | $133,613 | ||||
| UNITED WAY OF THE GREATER TRIANGLE | ||||||||||
| PO BOX 110583 | RALEIGH | NC | 277095583 | PC | GENERAL OPERATING | $3,273 | ||||
| WORKING IN THE SCHOOLS | ||||||||||
| 641 W LAKE ST STE 200 | CHICAGO | IL | 606611308 | PC | GENERAL OPERATING | $11,402 | ||||
| WORLD CENTRAL KITCHEN | ||||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING | $17,118 | ||||
| HENRY STREET SETTLEMENT | ||||||||||
| 265 HENRY ST | NEW YORK | NY | 100024808 | PC | GENERAL OPERATING | $22,057 | ||||
| MADISON SQUARE BOYS AND GIRLS CLUB FOUNDATION | ||||||||||
| 250 BRADHURST AVENUE | NEW YORK | NY | 10039 | PC | GENERAL OPERATING | $20,086 | ||||
| SAN FRANCISCO SPCA | ||||||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING | $3,819 | ||||
| STEPHEN SILLER TUNNNEL TO TOWERS FOUNDATION | ||||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL OPERATING | $17,680 | ||||
| WORLD WILDLIFE FUND | ||||||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 200371124 | PC | GENERAL OPERATING | $25,536 | ||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 223142848 | PC | GENERAL OPERATING | $729,672 | ||||
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | ||||||||||
| 40 RECTOR ST 11TH FLOOR | NEW YORK | NY | 100061725 | PC | GENERAL OPERATING | $30,000 | ||||
| FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA | ||||||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 276042147 | PC | GENERAL OPERATING | $90,000 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||||
| 285 PEACHTREE CTR AVE NE STE 2700 | ATLANTA | GA | 303031220 | PC | GENERAL OPERATING, HABITAT FOR HUMANITY NEW YORK CITY, AND OTHER HABITAT SUBSIDIARIES OR AFFILIATES WHERE EMPLOYEES VOLUNTEER | $114,000 | ||||
| RONALD MCDONALD HOUSE OF DURHAM | ||||||||||
| 506 ALEXANDER AVE | DURHAM | NC | 277054760 | PC | GENERAL OPERATING | $70,000 | ||||
| SPECIAL OLYMPICS NORTH CAROLINA | ||||||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MORRISVILLE | NC | 275609122 | PC | GENERAL OPERATING | $75,000 | ||||
| TRIANGLE LAND CONSERVANCY | ||||||||||
| 514 S DUKE ST | DURHAM | NC | 27701 | PC | GENERAL OPERATING | $50,000 | ||||
| WAKE TECHNICAL COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 9101 FAYETTEVILLE RD | RALEIGH | NC | 276035655 | PC | WAKEWORKS APPRECENTICESHIP PROGRAM | $250,000 | ||||
| CITY HARVEST INC | ||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 100165415 | PC | GENERAL OPERATING | $225,000 | ||||
| GOOD FOUNDATION | ||||||||||
| 306 W 37TH STREET 8TH FLOOR | NEW YORK | NY | 100182488 | PC | GENERAL OPERATING | $90,000 | ||||
| HENRY STREET SETTLEMENT | ||||||||||
| 265 HENRY ST | NEW YORK | NY | 100024808 | PC | GENERAL OPERATING | $150,000 | ||||
| MADISON SQUARE PARK CONSERVANCY | ||||||||||
| ELEVEN MADISON AVENUE NO 15FL | NEW YORK | NY | 100103643 | PC | GENERAL OPERATING | $90,000 | ||||
| NEW YORK CARES | ||||||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 100062513 | PC | GENERAL OPERATING | $225,000 | ||||
| NEW ROCHELLE PUBLIC LIBRARY FOUNDATION | ||||||||||
| ONE LIBRARY PLAZA ADMIN OFFICE 3RD | NEW ROCHELLE | NY | 10801 | PC | GENERAL OPERATING | $381 | FLOOR | |||
| BRAVEN INC | ||||||||||
| 100 N LA SALLE ST STE 310 | CHICAGO | IL | 606022406 | PC | BRAVEN NEW YORK CITY OPERATIONS | $300,000 | ||||
| COMMITTEE ENCOURAGING CORPORATE PHILANTHROPY | ||||||||||
| 447 BROADWAY 2ND FL 547 | NEW YORK | NY | 100132562 | PC | GENERAL OPERATING | $15,000 | ||||
| CANDID (GUIDESTAR) | ||||||||||
| 32 OLD SLIP | NEW YORK | NY | 100053500 | PC | GENERAL OPERATING | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,255,536 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| OWNERSHIP WORKS | |||||||
| 52 W 11TH ST | NEW YORK | NY | 100118778 | PC | LAUNCH AND OPERATIONS OF OWNERSHIP WORKS | $100,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 132 W 32ND ST | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $61,169 | |
| ANSWER THE CALL | |||||||
| 156 W 56 ST SUITE 901 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING | $8,615 | |
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | |||||||
| 40 RECTOR ST 11TH FLOOR | NEW YORK | NY | 100061725 | PC | GENERAL OPERATING | $8,980 | |
| BIG BROTHERS BIG SISTERS OF THE TRIANGLE | |||||||
| 808 AVIATION PARKWAY SUITE 900 | MORRISVILLE | NC | 27560 | PC | GENERAL OPERATING | $1,635 | |
| BRAVEN INC | |||||||
| 100 N LA SALLE ST STE 310 | CHICAGO | IL | 606022406 | PC | GENERAL OPERATING | $2,220 | |
| THE CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON STREET BROOKLYN | NEW YORK | NY | 11233 | PC | GENERAL OPERATING | $5,650 | |
| CARRY THE LOAD | |||||||
| 4809 COLE AVENUE SUITE 255 | DALLAS | TX | 75025 | PC | GENERAL OPERATING | $5,565 | |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 100165415 | PC | GENERAL OPERATING | $25,610 | |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING | $1,845 | |
| COVENANT HOUSE | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $5,150 | |
| COVENANT HOUSE NEW JERSEY | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 08731 | PC | GENERAL OPERATING | $14,109 | |
| EDUCATION THROUGH MUSIC | |||||||
| 122 EAST 42ND STREET SUITE 1622 | NEW YORK | NY | 10168 | PC | GENERAL OPERATING | $3,215 | |
| FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 276042147 | PC | GENERAL OPERATING | $19,715 | |
| FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER | |||||||
| 3101 POPLARWOOD CT SUITE 100 | RALEIGH | NC | 27604 | PC | GENERAL OPERATING | $2,185 | |
| GIRLS WITH IMPACT | |||||||
| 15 E PUTNAM AVE 276 | GREENWICH | CT | 06830 | PC | GENERAL OPERATING | $6,460 | |
| GOLF CANADA FOUNDATION USA INC | |||||||
| 1321 UPLAND DR PMB 2550 | HOUSTON | TX | 77043 | PC | GENERAL OPERATING | $95,404 | |
| GOOD FOUNDATION | |||||||
| 306 W 37TH STREET 8TH FLOOR | NEW YORK | NY | 100182488 | PC | GENERAL OPERATING | $1,635 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 105737501 | PC | GENERAL OPERATING | $9,966 | |
| LGBTQ CENTER OF DURHAM | |||||||
| 112 W MAIN ST FL 2 | DURHAM | NC | 27701 | PC | GENERAL OPERATING | $4,520 | |
| MADISON SQUARE PARK CONSERVANCY | |||||||
| ELEVEN MADISON AVENUE NO 15FL | NEW YORK | NY | 100103643 | PC | GENERAL OPERATING | $4,335 | |
| MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA | |||||||
| 217 E TREMONT AVENUE | CHARLOTTE | NC | 28203 | PC | GENERAL OPERATING | $3,920 | |
| MARBLES KIDS MUSEUM | |||||||
| 201 EAST HARGETT STREET | RALEIGH | NC | 27601 | PC | GENERAL OPERATING | $1,225 | |
| MD ANDERSON CANCER CENTER THYROID CANCER RESEARCH PROGRAM | |||||||
| UT MD ANDERSON CANCER CENTER PO BOX | HOUSTON | TX | 772104486 | PC | GENERAL OPERATING | $14,265 | 4486 |
| MERCER STREET FRIENDS FOOD BANK | |||||||
| 7 DUNMORE AVE | EWING | NJ | 08618 | PC | GENERAL OPERATING | $2,140 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| 111 WEST 33RD STREET 10TH FL | NEW YORK | NY | 10120 | PC | GENERAL OPERATING | $9,300 | |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING | $1,040 | |
| PETS ARE WONDERFUL SUPPORT (PAWS NY) | |||||||
| 134 W 29TH STREET SUITE 802 | NYC | NY | 10001 | PC | GENERAL OPERATING | $16,885 | |
| QUEENS COMMUNITY HOUSE | |||||||
| 108-25 62ND DRIVE | FOREST HILLS | NY | 11375 | PC | GENERAL OPERATING | $4,460 | |
| RONALD MCDONALD HOUSE NEW YORK | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | PC | GENERAL OPERATING | $6,095 | |
| RONALD MCDONALD HOUSE OF DURHAM | |||||||
| 506 ALEXANDER AVE | DURHAM | NC | 277054760 | PC | GENERAL OPERATING | $3,705 | |
| SAFE HAVEN FOR CATS | |||||||
| 8431 GARVEY DRIVE SUITE 137 | RALEIGH | NC | 27616 | PC | GENERAL OPERATING | $3,010 | |
| SAFECHILD | |||||||
| 864 WEST MORGAN STREET | RALEIGH | NC | 27603 | PC | GENERAL OPERATING | $4,000 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 102681406 | PC | GENERAL OPERATING | $5,298 | |
| SPECIAL OLYMPICS NORTH CAROLINA | |||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MORRISVILLE | NC | 275609122 | PC | GENERAL OPERATING | $2,710 | |
| ST MARYS HEALTHCARE SYSTEM FOR CHILDREN | |||||||
| 29-01 216TH STREET | BAYSIDE | NY | 11360 | PC | GENERAL OPERATING | $4,995 | |
| TRIANGLE LAND CONSERVANCY | |||||||
| 514 S DUKE ST | DURHAM | NC | 27701 | PC | GENERAL OPERATING | $3,305 | |
| WOMENS WORLD BANKING | |||||||
| 22 EAST 42ND STREET 42ND FLOOR | NEW YORK | NY | 10168 | PC | GENERAL OPERATING | $2,370 | |
| WORKING IN THE SCHOOLS | |||||||
| 641 W LAKE ST STE 200 | CHICAGO | IL | 606611308 | PC | WORKPLACE MENTORING PROGRAM | $27,700 | |
| YEAR UP INC | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL OPERATING | $182,055 | |
| CAREERWISE NEW YORK | |||||||
| 383 MADISON AVE | NEW YORK | NY | 100173217 | PC | GENERAL OPERATING | $315,000 | |
| KIPP FOUNDATION | |||||||
| 135 MAIN ST STE 1 | SAN FRANCISCO | CA | 941051955 | PC | CAREER INTEGRATION WORK AND KIPP DURHAM COLLEGE PREP | $360,000 | |
| MYFUTURENC | |||||||
| 301 N WILMINGTON STREET | RALEIGH | NC | 27601 | PC | GENERAL OPERATING | $90,000 | |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 223142848 | PC | GENERAL OPERATING | $316,751 | |
| HABITAT FOR HUMANITY OF WAKE COUNTY | |||||||
| 2420 N RALEIGH BLVD | RALEIGH | NC | 276042235 | PC | GENERAL OPERATING | $1,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 320 E 43RD ST | NEW YORK | NY | 100174801 | PC | GENERAL OPERATING | $11,800 | |
| CORPORATE VOLUNTEERS OF NEW YORK | |||||||
| 132 E 43RD ST 712 | NEW YORK | NY | 100174019 | PC | GENERAL OPERATING | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,781,512 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,269 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $720,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $720,098 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 14 | N/A |
| 18 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT SUISSE SECURITIES (USA) LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON AVENUE FLOOR 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,649,184 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,285 | Amt |
| Net Investment Income | $10,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,935 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON AVENUE FLOOR 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN THE 2022 TAX YEAR, CREDIT SUISSE AMERICAS FOUNDATION HAS MADE DISTRIBUTIONS THAT MEET THE QUALIFICATIONS OF A SUBSTANTIAL CONTRACTION IN ASSETS OF THE FOUNDATION. THE SUBSTANTIAL CONTRACTION WAS NOT RELATED TO A PLAN OF LIQUIDATION OR DISSOLUTION. | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWNERSHIP WORKS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 W 11TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100118778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-12-23 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | LAUNCH AND OPERATIONS OF OWNERSHIP WORKS | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS AND OTHER FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $303,403 | BookValueAmt |
| EOYFMV | $303,403 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN THE 2022 TAX YEAR, CREDIT SUISSE AMERICAS FOUNDATION HAS MADE DISTRIBUTIONS THAT MEET THE QUALIFICATIONS OF A SUBSTANTIAL CONTRACTION IN ASSETS OF THE FOUNDATION. THE SUBSTANTIAL CONTRACTION WAS NOT RELATED TO A PLAN OF LIQUIDATION OR DISSOLUTION. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,065,647 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT FROM PRIOR YEAR | Desc |
| Amt | $5,733 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $12,335 | BOYBookValueAmt |
| EOY Book Value | $10,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,887 | Amt |
| Net Investment Income | $24,887 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $9,626 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |