TOYOTA USA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TOYOTA USA FOUNDATION (EIN 95-3255038)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-29
- IRS object ID
- 202541199349101559
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T13:49:43-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953255038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOYOTA USA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CORPORATE TAX DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOYO | BusinessNameControlTxt |
| Phone | 4692924616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 HEADQUARTERS DRIVE W1-3C | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN BLOCH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4692924616 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2025-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,316,142 | 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 | $6,467,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,706,372 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,706,372 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $3,316,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,008,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,418,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$132,272 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,182,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,890,723 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,168 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,917 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,541 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $311,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $311,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $171,017 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100,674 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $37,333 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $541,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $455,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,024,473 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,145,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,566,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $455,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,198,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,384,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,435,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,111,962 | CashBOYAmt |
| Cash EOY | $5,790,109 | CashEOYAmt |
| Cash EOYFMV | $5,790,109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,000,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,000,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,000,000 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $100,465,185 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,510,729 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,510,729 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $93,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,304 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,304 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $149,670,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,316,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,316,142 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,504 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,900 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,056,370 | GrantsPayableBOYAmt |
| Grants Payable EOY | $34,935,181 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $152,389 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $244,177 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,221,263 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,181,258 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $90,292,738 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,656,467 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $40,156,679 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $34,478,417 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,449,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,134,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,670,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,316,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,449,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,384,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,069,590 | OtherIncreasesAmt |
| Subtotal | $121,134,884 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,134,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SECTION 1256 CONTRACT - ST | P | 2024-01-01 | 2024-06-30 | $303,166 | -$303,166 | -$303,166 | |
| SECTION 1256 CONTRACT - LT | P | 2023-01-01 | 2024-06-30 | $454,748 | -$454,748 | -$454,748 | |
| SALE OF RUSSELL SMALL CAP US FUND | P | 2023-01-01 | 2024-06-30 | $444,909 | $82,484 | $82,484 | $527,393 |
| SALE OF RUSSELL LARGE CAP US FUND | P | 2023-01-01 | 2024-06-30 | $1,822,802 | $291,931 | $291,931 | $2,114,733 |
| SALE OF RUSSELL INTERNATIONAL EQUITY FUND | P | 2023-01-01 | 2024-06-30 | $1,830,124 | $432,816 | $432,816 | $2,262,940 |
| SALE OF RUSSELL CORE BOND FUND | P | 2023-01-01 | 2024-06-30 | $2,353,891 | -$111,781 | -$111,781 | $2,242,110 |
| SALE OF RUSSELL HIGH-YIELD BOND FUND | P | 2023-01-01 | 2024-06-30 | $323,317 | -$8,777 | -$8,777 | $314,540 |
| RUSSELL SMALL CAP US FUND - ST | P | 2024-01-01 | 2024-06-30 | $59,575 | $59,575 | $59,575 | |
| RUSSELL SMALL CAP US FUND - LT | P | 2023-01-01 | 2024-06-30 | $77,877 | $77,877 | $77,877 | |
| RUSSELL LARGE CAP US FUND - ST | P | 2024-01-01 | 2024-06-30 | $17,671 | -$17,671 | -$17,671 | |
| RUSSELL LARGE CAP US FUND - LT | P | 2023-01-01 | 2024-06-30 | $4,849 | -$4,849 | -$4,849 | |
| RUSSELL INTERNATIONAL EQUITY FUND - ST | P | 2024-01-01 | 2024-06-30 | $378,745 | $378,745 | $378,745 | |
| RUSSELL INTERNATIONAL EQUITY FUND - LT | P | 2023-01-01 | 2024-06-30 | $308,206 | $308,206 | $308,206 | |
| RUSSELL CORE BOND FUND - ST | P | 2024-01-01 | 2024-06-30 | $151,642 | -$151,642 | -$151,642 | |
| RUSSELL CORE BOND FUND - LT | P | 2023-01-01 | 2024-06-30 | $664,784 | -$664,784 | -$664,784 | |
| RUSSELL HIGH-YIELD FUND - ST | P | 2024-01-01 | 2024-06-30 | $132,745 | $132,745 | $132,745 | |
| RUSSELL HIGH-YIELD FUND - LT | P | 2023-01-01 | 2024-06-30 | $57,349 | -$57,349 | -$57,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,549 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,549 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,549 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,130 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $150,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74,581 | OverpaymentAmt |
| Applied To ES Tax | $74,581 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TOYOTA.COM | WebsiteAddressTxt |
| Individual With Books | TOYOTA MOTOR NORTH AMERICA | IndividualWithBooksNm |
| Phone | 4692924616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 HEADQUARTERS DR SUITE W1-3C | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| MIKE GOSS | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | PRESIDENT & DIRECTOR | 2.50 | $0 | $0 | $0 |
| LESLEY LURIE | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | SECRETARY | 2.50 | $0 | $0 | $0 |
| COLLEEN BLOCH | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | TREASURER & DIRECTOR | 2.50 | $0 | $0 | $0 |
| NORM BAFUNNO | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| ELLEN FARRELL | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| SANDY LOBENSTEIN | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| JEFF MAKAREWICZ | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| DEJUAN ROSS | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| SEAN SUGGS | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| TOM TRISDALE | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| TERRI VON LEHMDEN | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| HOLLY WALTERS | ||||||||
| 6565 HEADQUARTERS DRIVE SUITE W1-3C | PLANO | TX | 75024 | DIRECTOR | 2.50 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS | |||||
| 1301 SECOND AVENUE | SEATTLE | WA | 98101 | INVESTMENT FEES | $311,635 |
| MOSS ADAMS LLP | |||||
| 999 THIRD AVENUE SUITE 2800 | SEATLE | WA | 98104 | ACCOUNTING FEES | $59,168 |
| 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 | $147,821,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,641,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $152,462,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $152,462,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,286,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,175,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,508,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,508,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,549 | TotalTaxAmt |
| Distributable Before Adj | $7,433,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,433,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,433,216 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,198,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,198,203 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,433,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $513,420 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,024,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,538,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,198,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,433,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,764,987 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,303,381 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,303,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $513,420 | ExcessFromYear3Amt |
| Excess From Year1 | $5,024,974 | ExcessFromYear1Amt |
| Excess From Current Year | $4,764,987 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL MEDALLA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 HEADQUARTERS DRIVE | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4692921640 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSAL WITH DOLLAR AMOUNT REQUESTED, EXPLANATION OF PROJECT, USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO INDIVIDUALS, UNIONS, MILITARY ORGANIZATIONS, RELIGIOUS GROUPS, POLITICAL ORGANIZATIONS OR CANDIDATES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FULTON EDUCATION FOUNDATION | ||||||
| 2870 PEACHTREE ROAD NW 187 | ATLANTA | GA | 30305 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $2,098,013 |
| EASTERN MICHIGAN UNIVERSITY FOUNDATION | ||||||
| 112 WELCH HALL 850 W CROSS STREET | YPSILANTI | MI | 48197 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $1,780,000 |
| EVSC FOUNDATION | ||||||
| 951 WALNUT STREET | EVANSVILLE | IN | 47713 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $1,341,354 |
| HUNTSVILLE MADISON COUNTY CHAMBER OF COMMERCE FOUNDATION | ||||||
| 225 CHURCH STREET NW | HUNTSVILLE | AL | 35801 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $1,086,332 |
| CHANDLER EDUCATION FOUNDATION | ||||||
| 1525 W FRYE ROAD | CHANDLER | AZ | 85224 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $873,322 |
| LEE COUNTY SCHOOL DISTRICT | ||||||
| PO BOX 832 | TUPELO | MS | 38802 | PC | IDENTIFY AND REMOVE TRANSPORTATION BARRIERS TO ACCESS HIGH QUALITY STEM EDUCATION FOR STUDENTS AND FAMILIES IN LOW SOCIOECONOMIC AND UNDERREPRESENTED COMMUNITIES. | $592,047 |
| TEMPE IMPACTS EDUCATION FOUNDATION | ||||||
| 3205 SOUTH RURAL ROAD | TEMPE | AZ | 85282 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $583,016 |
| SHIFT EDUCATION | ||||||
| 125 S ELM STREET SUITE 500 | GREENSBORO | NC | 27401 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $529,500 |
| YOUTH FIRST INC | ||||||
| 111 SE 3RD STREET SUITE 405 | EVANSVILLE | IN | 47708 | PC | PROVIDE HIGH-QUALITY BEHAVIORAL AND MENTAL HEALTH SUPPORT TO LEARNERS, TEACHERS, AND FAMILIES TO ADDRESS THE MENTAL HEALTH CRISIS. | $462,859 |
| UNIVERSITY OF EVANSVILLE | ||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $368,179 |
| COMMUNITY TRANSPORTATION ASSOCIATION OF AMERICA | ||||||
| 1341 G STREET NW SUITE 210 | WASHINGTON | DC | 20005 | PC | IDENTIFY AND REMOVE TRANSPORTATION BARRIERS TO ACCESS HIGH QUALITY STEM EDUCATION FOR STUDENTS AND FAMILIES IN LOW SOCIOECONOMIC AND UNDERREPRESENTED COMMUNITIES. | $366,895 |
| NATIONAL CENTER FOR FAMILIES LEARNING | ||||||
| 325 W MAIN STREET SUITE 300 | LEXINGTON | KY | 40202 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $330,000 |
| SCOTT COUNTY BOARD OF EDUCATION | ||||||
| 2168 FRANKFORT PIKE | GEORGETOWN | KY | 40324 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $328,198 |
| GUILFORD COUNTY SCHOOLS | ||||||
| 712 NORTH EUGENE STREET | GREENSBORO | NC | 27401 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $317,549 |
| BLUE GRASS COMMUNITY FOUNDATION INC (FAYETTE EDUCATION) | ||||||
| 499 E HIGH STREET SUITE 112 | LEXINGTON | KY | 40507 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $306,898 |
| HIGHER GROUND | ||||||
| PO BOX 27883 | TUCSON | AZ | 85726 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $180,000 |
| YPSILANTI COUNTY SCHOOLS | ||||||
| 1885 PACKARD ROAD | YPSILANTI | MS | 48197 | PC | IDENTIFY AND REMOVE TRANSPORTATION BARRIERS TO ACCESS HIGH QUALITY STEM EDUCATION FOR STUDENTS AND FAMILIES IN LOW SOCIOECONOMIC AND UNDERREPRESENTED COMMUNITIES. | $150,000 |
| CHANDLER CARE CENTER | ||||||
| 777 E GALVESTON STREET | CHANDLER | AZ | 85225 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $110,000 |
| NATIVE HEALTH | ||||||
| 4041 N CENTRAL AVENUE BLDG C | PHOENIX | AZ | 85012 | PC | ASSISTANCE TOWARD MOBILE MEDICAL LAB PROVIDING WELLNESS CHECKS, IMMUNIZATION, LABS, X-RAYS AND SCREENINGS. | $110,000 |
| UNITED FOOD BANK | ||||||
| 245 SOUTH NINA DRIVE | MESA | AZ | 85210 | PC | ASSISTANCE TOWARD PROVIDING FOOD PANTRIES FOR STUDENTS/FAMILIES IN IDENTIFIED SCHOOLS | $100,000 |
| NEW TEACHER CENTER | ||||||
| 1205 PACIFIC AVENUE SUITE 301 | SANTA CRUZ | CA | 95060 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $97,500 |
| SOUTHWEST BEHAVIORAL HEALTH SERVICES | ||||||
| 3450 N 3RD STREET | PHOENIX | AZ | 85012 | PC | ASSISTANCE TOWARD PROVIDING THERAPY/COUNSELING SERVICES TO UNINSURED STUDENTS AND FAMILIES IN PARTNERSHIP WITH SCHOOL COUNSELORS, TEACHERS AND ADMINISTRATORS. | $34,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,145,662 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FULTON EDUCATION FOUNDATION | ||||||
| 2870 PEACHTREE ROAD NW 187 | ATLANTA | GA | 30305 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $6,067,411 |
| CHANDLER EDUCATION FOUNDATION | ||||||
| 1525 W FRYE ROAD | CHANDLER | AZ | 85224 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $2,896,885 |
| TEMPE IMPACTS EDUCATION FOUNDATION | ||||||
| 3205 SOUTH RURAL ROAD | TEMPE | AZ | 85282 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $2,301,104 |
| UNIVERSITY OF EVANSVILLE | ||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $1,528,949 |
| LEE COUNTY SCHOOL DISTRICT | ||||||
| PO BOX 832 | TUPELO | MS | 38802 | PC | IDENTIFY AND REMOVE TRANSPORTATION BARRIERS TO ACCESS HIGH QUALITY STEM EDUCATION FOR STUDENTS AND FAMILIES IN LOW SOCIOECONOMIC AND UNDERREPRESENTED COMMUNITIES. | $1,237,987 |
| GUILFORD COUNTY SCHOOLS | ||||||
| 712 NORTH EUGENE STREET | GREENSBORO | NC | 27401 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $1,197,701 |
| HIGHER GROUND | ||||||
| PO BOX 27883 | TUCSON | AZ | 85726 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $720,000 |
| CHANDLER CARE CENTER | ||||||
| 777 E GALVESTON STREET | CHANDLER | AZ | 85225 | PC | CLOSE THE STEM GAP FOR DIVERSE STUDENTS BY REMOVING BARRIERS THAT PREVENT ACCESS TO STEM. THIS INCLUDES CREATING INNOVATIVE, HANDS-ON STEM PROGRAMMING, ASSISTING IN PROFESSIONAL AND LEADERSHIP DEVELOPMENT, CREATING/ASSISTING IN AFTER-SCHOOL AND ON CAMPUS SUPPORT, AS WELL AS MOBILITY AND BASIC NEED ASSISTANCE. | $457,342 |
| NATIVE HEALTH | ||||||
| 4041 N CENTRAL AVENUE BLDG C | PHOENIX | AZ | 85012 | PC | ASSISTANCE TOWARD MOBILE MEDICAL LAB PROVIDING WELLNESS CHECKS, IMMUNIZATION, LABS, X-RAYS AND SCREENINGS. | $440,000 |
| UNITED FOOD BANK | ||||||
| 245 SOUTH NINA DRIVE | MESA | AZ | 85210 | PC | ASSISTANCE TOWARD PROVIDING FOOD PANTRIES FOR STUDENTS/FAMILIES IN IDENTIFIED SCHOOLS | $400,000 |
| SOUTHWEST BEHAVIORAL HEALTH SERVICES | ||||||
| 3450 N 3RD STREET | PHOENIX | AZ | 85012 | PC | ASSISTANCE TOWARD PROVIDING THERAPY/COUNSELING SERVICES TO UNINSURED STUDENTS AND FAMILIES IN PARTNERSHIP WITH SCHOOL COUNSELORS, TEACHERS AND ADMINISTRATORS. | $136,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | PC | SUPPORT OF LOCAL EDUCATION PROGRAMS | $473,100 |
| PONTOTOC CITY SCHOOL DISTRICT | ||||||
| 140 EDUCATIONAL DRIVE | PONTOTOC | MS | 38863 | PC | SUPPORT OF LOCAL EDUCATION PROGRAMS | $3,501,960 |
| KENNESAW STATE UNVIERSITY FOUNDATION INC | ||||||
| 3391 TOWN POINT DRIVE NW 4TH FLOOR | KENNESAW | GA | 30144 | PC | SUPPORT OF LOCAL EDUCATION PROGRAMS | $520,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,878,439 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,706,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,008,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,714,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,714,770 | TotalIncomeProducingActyAmt |
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 | TOYOTA MOTOR NORTH AMERICA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 HEADQUARTERS DRIVE | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,467,400 | 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 | $59,168 | Amt |
| Net Investment Income | $5,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,541 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RUSSELL LARGE CAP US EQUITY FUND - 978,069.564 UNITS | FMV | $24,168,099 | $24,168,099 |
| RUSSELL SMALL CAP US EQUITY FUND - 98,741.100 UNITS | FMV | $3,929,896 | $3,929,896 |
| RUSSELL INTERNATIONAL EQUITY FUND - 1,022,168.278 UNITS | FMV | $19,717,626 | $19,717,626 |
| RUSSELL CORE BOND FUND - 2,010,972.891 UNITS | FMV | $35,312,684 | $35,312,684 |
| RUSSELL TOTAL RETURN FUND - 7,681.689 UNITS | FMV | $11,517,618 | $11,517,618 |
| RUSSELL INSTITUTIONAL HIGH-YIELD BOND FUND - 554,326.826 UNITS | FMV | $10,864,806 | $10,864,806 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $93,533 | BOYBookValueAmt |
| EOY Book Value | $15,304 | EOYBookValueAmt |
| EOYFMV | $15,304 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1 | Desc |
| Net Investment Income | -$132,272 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,069,590 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $152,389 | BOYBookValueAmt |
| EOY Book Value | $244,177 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUSSELL INVESTMENT FEES | CategoryTxt |
| Amt | $311,635 | Amt |
| Net Investment Income | $311,635 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENT EXCISE TAX | $78,229 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $100,674 | $0 |
| DEFERRED FEDERAL EXCISE TAX | $91,788 | $0 | $0 |
| FILING & REGISTRATION FEES | $1,000 | $0 | $1,000 |