THE DUFFIELD FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE DUFFIELD FAMILY FOUNDATION (EIN 94-3362163)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-16
- IRS object ID
- 202200759349100015
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses 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 | 2022-03-16T11:38:58-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943362163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUFFIELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA MADDIE'S FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUFF | BusinessNameControlTxt |
| Phone | 9253105450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 STONERIDGE MALL RD NO 125 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY ZEIFANG | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9253105450 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | ZEIFANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2022-03-03 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $297,383,341 | 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 | $9,067 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,028,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,024,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,649,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,553,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,886,749 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,359 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,740,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,942,530 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $633,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $633,923 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,643,451 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,643,451 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $584,915 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $577,782 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,649 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,735 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $152,304 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,981 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $119,234 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,151,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $922,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $318,605 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $25,081 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25,081 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,024,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73,408 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $221,712 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $174,167 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $132,639 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,837 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,183 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,697 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $775,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $584,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $294,408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,400,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,769,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,610,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,597,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,975,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,997,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,769,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,586,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,257,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,172,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,180 | CashBOYAmt |
| Cash EOY | $198,511 | CashEOYAmt |
| Cash EOYFMV | $198,511 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $517,648 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,440,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,440,961 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,037,143 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $2,037,143 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,037,143 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $446,731 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $733,452 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $733,452 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $109,513,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $137,150,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $137,150,879 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $57,154,509 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $66,841,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $66,841,955 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $19,000,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $58,824,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,824,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,824,804 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,261,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,232,305 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $250,698 | LandBOYAmt |
| Land EOY | $28,986 | LandEOYAmt |
| Land EOYFMV | $28,986 | LandEOYFMVAmt |
| Other Assets BOY | $3,156,235 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,126,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,126,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $249,240,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $297,383,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $297,383,341 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $248,914 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $189,123 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,033,794 | GrantsPayableBOYAmt |
| Grants Payable EOY | $14,825,650 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,794 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $881,774 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,292,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,896,547 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $242,948,235 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $279,449,651 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $2,037,143 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $242,948,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $281,486,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $249,240,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $297,383,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $242,948,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,257,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,796,357 | OtherIncreasesAmt |
| Subtotal | $281,486,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $281,486,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GS MULTI-STRATEGY PORTFOLIO FUND (ALT ASSETS) | 2020-07-01 | 2021-06-30 | $1,268,073 | $1,033,183 | $234,890 | $234,890 |
| ALTERNATIVE ASSETS K-1'S | 2020-07-01 | 2021-06-30 | $1,311,322 | $1,311,322 | $1,311,322 | |
| MS SPTM ETF #011536 | 2020-07-01 | 2021-06-30 | $31,797 | $22,163 | $9,634 | $9,634 |
| MS INT'L EQUITY ETF #011537 | 2020-07-01 | 2021-06-30 | $1,895,163 | $1,682,947 | $212,216 | $212,216 |
| MS WISDOM TREE EQ #011538 | 2020-07-01 | 2021-06-30 | $119 | $95 | $24 | $24 |
| MS FIXED INC BRECKENRIDGE #011539 | 2020-07-01 | 2021-06-30 | $10,154,259 | $9,900,221 | $254,038 | $254,038 |
| MS EMERGING MKTS BRANDES #011543 | 2020-07-01 | 2021-06-30 | $2,653,064 | $2,735,052 | -$81,988 | -$81,988 |
| MS MISC. ALTERNATIVES #011544 | 2020-07-01 | 2021-06-30 | $34,578 | $66,624 | -$32,046 | -$32,046 |
| MS LIQUID ALTERNATIVES #011545 | 2020-07-01 | 2021-06-30 | $3,059,313 | $2,985,646 | $73,667 | $73,667 |
| MS FIXED INC. WESTERN #011546 | 2020-07-01 | 2021-06-30 | $12,704,368 | $12,164,016 | $540,352 | $540,352 |
| MS TACTICAL STRUCTURED NOTE #011582 | 2020-07-01 | 2021-06-30 | $4,877,227 | $5,000,000 | -$122,773 | -$122,773 |
| MS CASH & MUTUAL FUNDS #011583 | 2020-07-01 | 2021-06-30 | $1,829,184 | $100,690 | $1,728,494 | $1,728,494 |
| MS PORTFOLIO MGMT #0112291 | 2020-07-01 | 2021-06-30 | $2,603,075 | $2,040,725 | $562,350 | $562,350 |
| MS CONSULTING EVALUATION #012292 | 2020-07-01 | 2021-06-30 | $14,014,192 | $12,249,678 | $1,764,514 | $1,764,514 |
| MS SELECT UMA #012698 | 2020-07-01 | 2021-06-30 | $1,250,227 | $838,467 | $411,760 | $411,760 |
| MS CONSULT & EVALUATION #2 #012841 | 2020-07-01 | 2021-06-30 | $2,867,561 | $2,876,072 | -$8,511 | -$8,511 |
| SALE OF COL PROPERTY | 2020-07-01 | 2020-07-01 | $19,000,000 | $19,971,194 | -$971,194 | -$971,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,886,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $283,982 | 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 | $283,982 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156,478 | OverpaymentAmt |
| Applied To ES Tax | $156,478 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | 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.MADDIESFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERIE STOLTENBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9253105450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 STONERIDGE MALL RD NO 125 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMY D ZEIFANG | ||||||||
| 6150 STONERIDGE MALL RD SUITE 125 | PLEASANTON | CA | 94588 | CHAIRMAN | 20.00 | $114,768 | $3,428 | $0 |
| LAURIE PEEK | ||||||||
| 6150 STONERIDGE MALL RD SUITE 125 | PLEASANTON | CA | 94588 | SECRETARY | 20.00 | $127,188 | $9,548 | $0 |
| MICHAEL DUFFIELD | ||||||||
| 6150 STONERIDGE MALL RD SUITE 125 | PLEASANTON | CA | 94588 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARY IPPOLITI-SMITH | ||||||||
| 6150 STONERIDGE MALL RD SUITE 125 | PLEASANTON | CA | 94588 | EXECUTIVE LEADER | 40.00 | $238,972 | $49,304 | $0 |
| VALERIE STOLTENBERG | ||||||||
| 6150 STONERIDGE MALL RD SUITE 125 | PLEASANTON | CA | 94588 | VP FINANCE | 28.00 | $152,995 | $10,675 | $0 |
| STEVE HILL | ||||||||
| 6150 STONERIDGE MALL RD SUITE 125 | PLEASANTON | CA | 94588 | TREASURER | 4.00 | $77,960 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SHEILA D'ARPINO | ||||||||
| 6150 STONERIDGE MALL RD 125 | PLEASANTON | CA | 94588 | DIRECTOR OF RESEARCH | 40.00 | $202,073 | $29,352 | $0 |
| LISA WARD | ||||||||
| 6150 STONERIDGE MALL RD 125 | PLEASANTON | CA | 94588 | DIRECTOR OF EDUCATIO | 40.00 | $170,244 | $41,949 | $0 |
| SHARON FLETCHER | ||||||||
| 6150 STONERIDGE MALL RD 125 | PLEASANTON | CA | 94588 | DIRECTOR OF MKTG & C | 40.00 | $143,921 | $40,440 | $0 |
| SHELLY THOMPSON | ||||||||
| 6150 STONERIDGE MALL RD 125 | PLEASANTON | CA | 94588 | DIRECTOR OF GRANTS | 40.00 | $126,164 | $18,792 | $0 |
| CRAIG CORYELL | ||||||||
| 6150 STONERIDGE MALL RD 125 | PLEASANTON | CA | 94588 | CREATIVE SERVICES MA | 40.00 | $88,274 | $25,101 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 17 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEXT PLAY CONSULTING LLC | |||||
| 6150 STONERIDGE MALL RD 105 | PLEASANTON | CA | 94588 | PROPERTY MANAGEMENT SERVICES | $176,191 |
| OLIVE DEVELOPMENT LLC | |||||
| 1 MIDDLE STREET SUITE 220 | PORTSMOUTH | NH | 03801 | WEBSITE MAINTENANCE SERVICES | $88,400 |
| ARMANINO LLP | |||||
| PO BOX 398285 | SAN FRANCISCO | CA | 941398285 | AUDIT, TAX AND FINANCIAL SERVICES | $78,089 |
| HIDDEN SPRING VENTURES | |||||
| 25084 ASTI ROAD | CLOVERDALE | CA | 95425 | INVESTMENT AND FINANCE CONSULTING SERVICES | $77,960 |
| ILLUME COMMUNICATIONS LLC | |||||
| 420 DUNKIRK ROAD | TOWSON | MD | 21212 | MARKETING & COMMUNICATIONS | $64,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NATIONAL PARTNERSHIPS - WE FUNDED A NUMBER OF STRATEGIC NATIONAL PARTNERSHIPS THIS YEAR, INCLUDING HUMAN ANIMAL SUPPORT SERVICES PROJECTS. WE APPROVED 35 NEW PARTNERSHIP GRANTS THIS YEAR. | Description1Txt |
| Expenses1 | $4,484,000 | Expenses1Amt |
| Description2 | RESEARCH GRANTS - WE CONTINUED TO PROVIDE OPPORTUNITIES FOR ORGANIZATIONS TO RESEARCH BEST PRACTICES IN THE INDUSTRY, INCLUING ACCESS TO CARE AND PAYMENTS ON MADDIE'S IDEA LAB GRANTS APPROVED IN PRIOR FISCAL YEARS. WE APPROVED 25 NEW RESEARCH GRANTS THIS YEAR. | Description2Txt |
| Expenses2 | $2,116,431 | Expenses2Amt |
| Description3 | EDUCATION GRANTS - WE CONTINUED TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR WORKERS AND VOLUNTEERS IN OUR INDUSTRY THROUGH OPPORTUNITIES LIKE CONFERENCE SCHOLARSHIPS AND SHELTER MEDICINE TRAINING AT VET SCHOOLS. WE APPROVED 3 NEW EDUCATION GRANTS THIS YEAR. | Description3Txt |
| Expenses3 | $1,028,153 | Expenses3Amt |
| Description4 | NO PLACE LIKE HOME CHALLENGE - A NEW GRANT OPPORTUNTIY THIS YEAR, WE CHALLENGED ORGANIZATIONS TO IMPLEMENT NEW RETURN TO HOME PRACTICES, AND SELECTED 55 OF THE PARTICIPATING ORGANIZATIONS TO WIN GRANTS. PARTNERED WITH 9 NATIONAL ANIMAL WELFARE ORGANIZATIONS, INCLUDING MICHELSON FOUND ANIMALS FOUNDATION WHO PROVIDED AN ADDITIONAL $50,000 IN FUNDING. (THERE IS ONE $3K GRANT TO BE PAID IN THE NEXT FY.) | Description4Txt |
| Expenses4 | $97,000 | Expenses4Amt |
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 | $252,253,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,200,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $264,453,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $264,453,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,966,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $260,487,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,024,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,024,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,504 | TotalTaxAmt |
| Distributable Before Adj | $12,896,854 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $170,745 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,067,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,067,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,586,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,586,656 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,586,656 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,067,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,947,617 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,327,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,796,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,803,874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,528,371 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,402,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,586,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,586,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,480,943 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,480,943 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,921,970 | 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 | $3,466,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,455,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,327,012 | ExcessFromYear4Amt |
| Excess From Year3 | $7,796,039 | ExcessFromYear3Amt |
| Excess From Year2 | $3,803,874 | ExcessFromYear2Amt |
| Excess From Year1 | $1,528,371 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY ZEIFANG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 STONERIDGE MALL RD SUITE 125 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9253105450 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE OUR WEBSITE AT WWW.MADDIESFUND.ORG TO REVIEW OUR GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO ANIMAL ORGANIZATIONS AND GROUPS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABANDONED ANIMAL RESCUE (AAR) | ||||||||
| PO BOX 1206 | TOMBALL | TX | 77377 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| AMERICAN ASSOCIATION OF PET PARENTS | ||||||||
| 21 SALT CREEK LANE | HINSDALE | IL | 60521 | N/A | PC | HEART & HOME PROGRAM | $10,000 | |
| ANGELICO CAT RESCUE INC | ||||||||
| 7451 NW 34TH STREET | LAUDERHILL | FL | 33319 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| ANIMAL CARE & CONTROL TEAM OF PHILADELPHIA | ||||||||
| 111 WEST HUNTING PARK AVENUE | PHILADELPHIA | PA | 19140 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $5,000 | |
| ANIMAL GRANTMAKERS | ||||||||
| C/O THE BALANCED ACT 1706 LOWER | PORT ANGELES | WA | 98363 | N/A | PC | CONTRACT EMPLOYEE AND ANNUAL CONFERENCE SUPPORT 2020 & 2021 | $15,000 | ELWHA ROAD |
| ANIMAL RESCUE LEAGUE OF IOWA | ||||||||
| 5452 NE 22ND STREET | DES MOINES | IA | 50313 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| ANIMAL REZ-Q INC | ||||||||
| PO BOX 387 | WINDOW ROCK | AZ | 86515 | N/A | PC | OPERATIONS | $1,000 | |
| ANIMAL REZ-Q INC | ||||||||
| PO BOX 387 | WINDOW ROCK | AZ | 86515 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| ANIMAL SHELTER ACTION SOCIETY INC | ||||||||
| 500 N 12TH SREET | MAYFIELD | KY | 42066 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| ANIMAL SHELTER OF SULLIVAN COUNTY INC | ||||||||
| 380 MASENGILL RD | BLOUNTVILLE | TN | 37617 | N/A | PC | COMMUNITY-CENTRIC SURVEY | $500 | |
| ANIMAL SHELTER OF SULLIVAN COUNTY INC | ||||||||
| 380 MASENGILL RD | BLOUNTVILLE | TN | 37617 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $2,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| BOX 871104 | TEMPE | AZ | 85287 | N/A | PC | FOSTERING PROGRAMS IN ANIMAL SHELTERS | $730,258 | |
| ASPCA | ||||||||
| 520 8TH AVE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | IMPROVING ACCESS TO VETERINARY CARE THROUGH RESEARCH | $150,000 | |
| ASSOCIATION OF SHELTER VETERINARIANS | ||||||||
| 3225 ALPHAWOOD DRIVE | APEX | NC | 27539 | N/A | PC | STRATEGIC GROWTH PLANS | $50,000 | |
| AUSTIN PETS ALIVE | ||||||||
| 1156 W CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | PROTOTYPE IMPLEMENTATION DIRECTOR | $135,000 | |
| AUSTIN PETS ALIVE | ||||||||
| 1156 W CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | MADDIE'S LEARNING ACADEMY | $375,000 | |
| AZ CENTER FOR ANIMAL RESCUE AND EDUCATION | ||||||||
| 543 E SHAWNEE RD | SAN TAN VALLEY | AZ | 85143 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| BAINBRIDGE DECATUR COUNTY HUMANE SOCIETY | ||||||||
| 1250 COX AVE | BAINBRIDGE | GA | 39819 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER | ||||||||
| 2490 GILES ROAD | BALTIMORE | MD | 21225 | N/A | PC | KEEPING PETS WITH THEIR PEOPLE IN BALTIMORE'S UNDERSERVED NEIGHBORHOODS | $50,000 | |
| BERKELEY HUMANE | ||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | OPERATIONS | $1,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | SHELTER EMBED PROGRAM | $500,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | 2020 PROFESSIONAL DEVELOPMENT SYMPOSIUM | $10,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | 2021 NATIONAL CONFERENCE SCHOLARSHIPS | $10,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | 2021 NATIONAL CONFERENCE SPONSORSHIP | $20,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | 2021 SHELTER EMBED PROGRAM | $1,400,000 | |
| BEST FRIENDS FOR LIFE | ||||||||
| 517 SHILOH DR SUITE 2 | LAREDO | TX | 78045 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $2,000 | |
| BETTER TOGETHER ANIMAL ALLIANCE | ||||||||
| 870 KOOTENAI CUT-OFF RD | PONDERAY | ID | 83852 | N/A | PC | HOME TO HOME EXPANSION | $30,000 | |
| BRANDYWINE VALLEY SPCA | ||||||||
| 1212 PHOENIXVILLE PIKE | WEST CHESTER | PA | 19380 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| BRIGHTSIDE ANIMAL CENTER | ||||||||
| PO BOX 1404 | REDMOND | OR | 97756 | N/A | PC | OPERATIONS | $1,000 | |
| CARE4PAWS | ||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | N/A | PC | OPERATIONS | $1,000 | |
| CABOT ANIMAL SUPPORT SERVICES | ||||||||
| 2951 S 1ST ST | CABOT | AR | 72023 | N/A | GOV | OPERATIONS | $1,000 | |
| CABOT ANIMAL SUPPORT SERVICES | ||||||||
| 2951 S 1ST ST | CABOT | AR | 72023 | N/A | GOV | HASS TIER 1 SHELTER GRANT OPPORTUNITY | $50,000 | |
| CABOT ANIMAL SUPPORT SERVICES | ||||||||
| 2951 S 1ST ST | CABOT | AR | 72023 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $5,000 | |
| CALIFORNIA ANIMAL WELFARE ASSOCIATION | ||||||||
| 5898 CHERRY AVENUE | LONG BEACH | CA | 90805 | N/A | PC | CALANIMALS 2021 CONFERENCE SPONSORSHIP | $8,000 | |
| CARING CHOICES | ||||||||
| 580 MANZANITA AVE SUITE 5 | CHICO | CA | 95926 | N/A | PC | COMMUNITY SHELTER TEAM PROGRAM | $1,000 | |
| CARING CHOICES | ||||||||
| 580 MANZANITA AVE SUITE 5 | CHICO | CA | 95926 | N/A | PC | COMMUNITY SHELTER TEAM PROGRAM | $1,000 | |
| CASTLE OF DREAMS ANIMAL RESCUE | ||||||||
| 434 CLIFFWOOD AVE | CLIFFWOOD | NJ | 07721 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| CAT ADOPTION TEAM | ||||||||
| 14175 SW GALBREATH DRIVE | SHERWOOD | OR | 97140 | N/A | PC | FOSTERING 4 ROCK STARS ONLINE APPRENTICESHIP | $20,000 | |
| CINCINNATI ANIMAL CARE HUMANE SOCIETY | ||||||||
| 3949 COLERAIN AVE | CINCINNATI | OH | 45223 | N/A | PC | HASS CINCY | $50,000 | |
| CITY OF CASA GRANDE | ||||||||
| CASA GRANDE POLICE DEPARTMENT 373 E | CASA GRANDE | AZ | 85122 | N/A | GOV | COMMUNITY-CENTRIC SURVEY | $500 | VAL VISTA BLVD |
| CITY OF CHARLOTTE | ||||||||
| 8315 BYRUM DRIVE | CHARLOTTE | NC | 28217 | N/A | GOV | HASS SUPPORT | $1,000 | |
| CITY OF CHARLOTTE | ||||||||
| 8315 BYRUM DRIVE | CHARLOTTE | NC | 28217 | N/A | GOV | HASS TIER 1 SHELTER_ANIMAL CARE & CONTROL | $50,000 | |
| CITY OF CHARLOTTE | ||||||||
| 8315 BYRUM DRIVE | CHARLOTTE | NC | 28217 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| CITY OF CLEVELAND ANIMAL CARE & CONTROL | ||||||||
| 9203 DETROIT AVE | CLEVELAND | OH | 44102 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| CITY OF ELK GROVE ANIMAL SERVICES | ||||||||
| 9150 UNION PARK WAY | ELK GROVE | CA | 95624 | N/A | GOV | PET FOSTER CARE STIMULUS GRANT | $2,400 | |
| CITY OF HOUSTON - BARC | ||||||||
| 3200 CARR ST | HOUSTON | TX | 77026 | N/A | GOV | PET FOSTER CARE STIMULUS GRANT | $20,000 | |
| CITY OF ST GEORGE | ||||||||
| ST GEORGE ANIMAL SHELTER 265 N 200 | ST GEORGE | UT | 84770 | N/A | GOV | COMMUNITY-CENTRIC SURVEY | $500 | E |
| COCKER SPANIEL RESCUE OF AUSTINSAN ANTONIO | ||||||||
| PO BOX 27453 | AUSTIN | TX | 78775 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| COMPANIONS AND ANIMALS FOR REFORM EQUITY | ||||||||
| 420 DUNKIRK RD | BALTIMORE | MD | 21212 | N/A | PC | DIVERSITY, EQUITY AND INCLUSION IN ANIMAL WELFARE | $250,000 | |
| COMPANIONS AND ANIMALS FOR REFORM EQUITY | ||||||||
| 420 DUNKIRK RD | BALTIMORE | MD | 21212 | N/A | PC | AFRICAN AMERICAN VETERINARY SCHOLARSHIP FUND | $50,000 | |
| CONTRA COSTA COUNTY ANIMAL SERVICES | ||||||||
| 4800 IMHOFF PLACE | MARTINEZ | CA | 94553 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| CONWAY AREA HUMANE SOCIETY | ||||||||
| PO BOX 260 | CONWAY | NH | 03818 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD DIVISION OF | ITHACA | NY | 14850 | N/A | PC | MADDIE'S SHELTER MEDICINE PROGRAM, YEARS 15 - 19 | $274,267 | FINANCIAL AFFAIRS |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD DIVISION OF | ITHACA | NY | 14850 | N/A | PC | DETERMINING THE EFFECT OF PAYMENT PLANS ON ACCESS AND DEMAND FOR VETERINARY SERVICES | $101,761 | FINANCIAL AFFAIRS |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD DIVISION OF | ITHACA | NY | 14850 | N/A | PC | DIVERSITY, EQUITY AND INCLUSION VETERINARY SCHOLARSHIP FUND | $1,000 | FINANCIAL AFFAIRS |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD DIVISION OF | ITHACA | NY | 14850 | N/A | PC | INTERVENTION PROTOCOL FOR MANAGEMENT OF TRAUMATIC WOUNDS IN DOGS | $18,706 | FINANCIAL AFFAIRS |
| CUMBERLAND COUNTY ANIMAL CONTROL | ||||||||
| 4704 CORPORATION DRIVE | FAYETTEVILLE | NC | 28306 | N/A | GOV | PET FOSTER CARE STIMULUS GRANT | $10,000 | |
| DALLAS ANIMAL SERVICES | ||||||||
| 1818 N WESTMORELAND RD | DALLAS | TX | 75212 | N/A | GOV | HASS COMMUNITY ENGAGEMENT SUPPORT | $50,000 | |
| DENVER ANIMAL SHELTER | ||||||||
| 1241 W BAYAUD AVENUE | DENVER | CO | 80223 | N/A | GOV | FOSTER AND LOST PETS | $50,000 | |
| EL PASO ANIMAL SERVICES | ||||||||
| 5001 FRED WILSON AVENUE | EL PASO | TX | 79906 | N/A | GOV | MEDICAL ASSISTANCE FOR PETS | $50,000 | |
| EL PASO ANIMAL SERVICES | ||||||||
| 5001 FRED WILSON AVENUE | EL PASO | TX | 79906 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $5,000 | |
| FAIRFIELD COUNTY DOG ADOPTION CENTER & SHELTER | ||||||||
| 1715 GRANVILLE PIKE | LANCASTER | OH | 43130 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| FLUFF RESPONDERS ANIMAL RESCUE | ||||||||
| 103 BLUE GRANITE CT | CHAPEL HILL | NC | 27514 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| FRANKLIN COUNTY DOG SHELTER AND ADOPTION CENTER | ||||||||
| 4340 TAMARACK BLVD | COLUMBUS | OH | 43229 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| FRESNO HUMANE ANIMAL SERVICES | ||||||||
| 760 W NIELSON AVE | FRESNO | CA | 93706 | N/A | PC | "HASSIN' IT" | $50,000 | |
| GREATER GOOD CHARITIES | ||||||||
| ONE UNION SQUARE 600 UNIVERSITY ST | SEATTLE | WA | 98101 | N/A | PC | GOOD PACKS PROGRAM | $1,000 | 1000 |
| GREENHILL HUMANE SOCIETY | ||||||||
| 88530 GREEN HILL RD | EUGENE | OR | 97402 | N/A | PC | COMMUNITY-CENTRIC SURVEY | $500 | |
| GREENVILLE COUNTY ANIMAL CARE | ||||||||
| 328 FURMAN HALL RD | GREENVILLE | SC | 29609 | N/A | GOV | ROAMING PET RESOURCE FAIR PILOT PROJECT | $50,000 | |
| GUILFORD COUNTY ANIMAL SERVICES | ||||||||
| 4525 W WENDOVER AVE | GREENSBORO | NC | 27409 | N/A | GOV | HASS MOBILE UNIT - PETS. PEOPLE. COMMUNITY. | $50,000 | |
| HARKER HEIGHTS PET ADOPTION CENTER | ||||||||
| 305 MILLERS CROSSING | HARKER HEIGHTS | TX | 76548 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $2,000 | |
| HARRIS COUNTY ANIMAL SHELTER | ||||||||
| 612 CANINO ROAD | HOUSTON | TX | 77076 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| HAYWARD ANIMAL SERVICES BUREAU | ||||||||
| 16 BARNES COURT | HAYWARD | CA | 94544 | N/A | GOV | PET FOSTER CARE STIMULUS GRANT | $2,500 | |
| HERITAGE HUMANE SOCIETY | ||||||||
| 430 WALLER MILL ROAD | WILLIAMSBURG | VA | 23185 | N/A | PC | COMMUNITY-CENTRIC SURVEY | $500 | |
| HUMANE SOCIETY OF CENTRAL OREGON | ||||||||
| 61170 SE 27TH ST | BEND | OR | 97702 | N/A | PC | BEND SPAY + NEUTER PROGRAM | $1,000 | |
| HUMANE SOCIETY OF COWLITZ COUNTY SPCA | ||||||||
| PO BOX 172 909 COLUMBIA BLVD | LONGVIEW | WA | 98632 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| HUMANE SOCIETY OF VALDOSTALOWNDES COUNTY | ||||||||
| 1740 W GORDON ST | VALDOSTA | GA | 31601 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| HUMANE SOCIETY SILICON VALLEY | ||||||||
| 901 AMES AVE | MILPITAS | CA | 94539 | N/A | PC | OPERATIONS | $5,000 | |
| ITS MEOW OR NEVER FOR FERALS | ||||||||
| 1811 TYNDALL DRIVE | TALLAHASSEE | FL | 32308 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $2,000 | |
| JACKSONVILLE HUMANE SOCIETY | ||||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| JEFFERSON COUNTY ANIMAL CONTROL - MO | ||||||||
| 7105 SHELTER ROAD | BARNHART | MO | 63012 | N/A | GOV | COMMUNITY-CENTRIC SURVEY | $500 | |
| KANSAS CITY PET PROJECT | ||||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | N/A | PC | KEEP 'EM TOGETHER, KC PROGRAM - A "WHOLE FAMILY" MODEL | $50,000 | |
| KAUAI HUMANE SOCIETY | ||||||||
| PO BOX 3330 | LIHUE | HI | 96766 | N/A | PC | OPERATIONS | $1,000 | |
| KERSHAW COUNTY HUMANE SOCIETY | ||||||||
| 128 BLACK RIVER ROAD | CAMDEN | SC | 29020 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| LAREDO ANIMAL PROTECTIVE SOCIETY | ||||||||
| 2500 GONZALEZ ST | LAREDO | TX | 78040 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| LAST CHANCE ANIMAL RESCUE | ||||||||
| PO BOX 1670 | WHITE PLAINS | MD | 20695 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| LEXINGTON HUMANE SOCIETY | ||||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | N/A | PC | COMMUNITY-CENTRIC SURVEY | $500 | |
| LIFELINE ANIMAL PROJECT | ||||||||
| 3180 PRESIDENTIAL DRIVE | ATLANTA | GA | 30340 | N/A | PC | LIFELINE ANIMAL PROJECT FOSTER CARE & BEHAVIOR PROGRAM | $50,000 | |
| LOLLYPOP FARM HUMANE SOCIETY OF GREATER ROCHESTER | ||||||||
| 99 VICTOR RD | FAIRPORT | NY | 14450 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| LOS ANGELES ANIMAL SERVICES | ||||||||
| 221 N FIGUEROA STE 600 | LOS ANGELES | CA | 90012 | N/A | GOV | LOS ANGELES ANIMAL SERVICES KEEPING FAMILIES TOGETHER | $50,000 | |
| MADERA COUNTY ANIMAL SERVICES | ||||||||
| 14269 ROAD 28 | MADERA | CA | 93638 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| MADISON CAT PROJECT | ||||||||
| 627 POST ROAD | MADISON | WI | 53713 | N/A | PC | MEDICAL CLINIC | $30,000 | |
| MARIN HUMANE | ||||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| MARLEY'S MUTTS | ||||||||
| 1121 WEST VALLEY BLVD SUITE I 140 | TEHACHAPI | CA | 93561 | N/A | PC | PAWSITIVE CHANGE PROGRAM | $1,000 | |
| MAUI HUMANE SOCIETY | ||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $5,000 | |
| MICHIGAN HUMANE | ||||||||
| 30300 TELEGRAPH RD STE 220 | BINGHAM FARMS | MI | 48025 | N/A | PC | HELPING DETROIT FAMILIES | $50,000 | |
| MIDWEST PET REFUGE | ||||||||
| 115 N MERIDIAN ST PO BOX 1072 | PORTLAND | IN | 47371 | N/A | PC | COMMUNITY-CENTRIC SURVEY | $500 | |
| MONTGOMERY COUNTY ANIMAL CARE AND ADOPTION CENTER | ||||||||
| 480 CINNABAR RD | CHRISTIANSBURG | VA | 24073 | N/A | GOV | COMMUNITY-CENTRIC SURVEY | $500 | |
| MY DOG IS MY HOME | ||||||||
| 60-11 69TH AVENUE | RIDGEWOOD | NY | 11385 | N/A | PC | 2021 CO-SHELTERING CONFERENCE SCHOLARSHIPS | $3,000 | |
| MY DOG IS MY HOME | ||||||||
| 60-11 69TH AVENUE | RIDGEWOOD | NY | 11385 | N/A | PC | 2021 CO-SHELTERING CONFERENCE SPONSORSHIP | $3,000 | |
| NATIONAL ANIMAL CARE & CONTROL ASSOCIATION | ||||||||
| 40960 CALIFORNIA OAKS ROAD 242 | MURRIETA | CA | 92562 | N/A | PC | OPERATIONS SUPPORT | $50,000 | |
| OAHU SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 823 OLIVE AVENUE | WAHIAWA | HI | 96786 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| OAKLAND ANIMAL SERVICES | ||||||||
| 1101 29TH AVENUE | OAKLAND | CA | 94601 | N/A | GOV | INTAKE-TO-PLACEMENT | $50,000 | |
| OKLAHOMA CITY ANIMAL WELFARE | ||||||||
| 2811 SE 29TH ST | OKLAHOMA CITY | OK | 73129 | N/A | GOV | PET FOSTER CARE STIMULUS GRANT | $20,000 | |
| PALM VALLEY ANIMAL SOCIETY | ||||||||
| 2501 W TRENTON RD | EDINBURG | TX | 78541 | N/A | PC | PALM VALLEY ANIMAL SOCIETY FOSTER TEAM SUPPORT | $50,000 | |
| PASCO COUNTY ANIMAL SERVICES | ||||||||
| 19640 DOGPATCH LANE | LAND O LAKES | FL | 34638 | N/A | GOV | HUMAN ANIMAL SUPPORT SERVICES - PASCO COUNTY ANIMAL SERVICES | $50,000 | |
| PAWS ANIMAL ADOPTION CENTER | ||||||||
| 123 JOHN STREET | CAMDEN | ME | 04843 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| PAWSIBILITIES | ||||||||
| 3770 WHITE PINE DRIVE | WASHOE VALLEY | NV | 89704 | N/A | PC | OPERATIONS | $1,000 | |
| PET HELPERS | ||||||||
| 1447 FOLLY RD | CHARLESTON | SC | 29412 | N/A | PC | UNCHAIN CHARLESTON PROGRAM | $1,000 | |
| PETS ARE WONDERFUL SUPPORT INC | ||||||||
| 134 W 29TH ST SUITE 802 | NEW YORK | NY | 10001 | N/A | PC | OPERATIONS | $1,000 | |
| PETS ARE WONDERFUL SUPPORT INC | ||||||||
| 134 W 29TH ST SUITE 802 | NEW YORK | NY | 10001 | N/A | PC | OPERATIONS | $1,000 | |
| PETS IN NEED | ||||||||
| 871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | CAWFC - COMMUNITY PROGRAMS SURVEY | $10,000 | |
| PIMA ANIMAL CARE CENTER | ||||||||
| 4000 N SILVERBELL RD | TUCSON | AZ | 85745 | N/A | GOV | 2020 MADDIE HERO AWARD | $10,000 | |
| PORTSMOUTH HUMANE SOCIETY | ||||||||
| 4022 SEABOARD COURT | PORTSMOUTH | VA | 23701 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| VETERINARY MEDICAL TEACHING | DAVIS | CA | 95616 | N/A | PC | MADDIE'S POSTDOCTORAL FELLOWSHIP IN ANIMAL BEHAVIOR | $67,276 | HOSPITAL CENTER FOR COMPANION HEALT |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| VETERINARY MEDICAL TEACHING | DAVIS | CA | 95616 | N/A | PC | FAMCICLOVIR AS A TREATMENT FOR KITTENS | $5,500 | HOSPITAL CENTER FOR COMPANION HEALT |
| RIVERSIDE COUNTY DEPARTMENT OF ANIMAL SERVICES | ||||||||
| 6851 VAN BUREN BLVD | JURUPA VALLEY | CA | 92509 | N/A | GOV | RIVERSIDE COUNTY LOST PET REUNIFICATION INITIATIVE | $50,000 | |
| ROCHESTER ANIMAL SERVICES | ||||||||
| 184 VERONA STREET | ROCHESTER | NY | 14608 | N/A | GOV | HASS IMPLEMENTATION IN ROCHESTER | $50,000 | |
| ROCKINGHAMHARRISONBURG SPCA | ||||||||
| PO BOX 413 | HARRISONBURG | VA | 22803 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| ROSENBERG ANIMAL CONTROL AND SHELTER | ||||||||
| 1207 BLUME RD | ROSENBERG | TX | 77471 | N/A | GOV | PET FOSTER CARE STIMULUS GRANT | $2,500 | |
| SALT LAKE COUNTY ANIMAL SERVICES | ||||||||
| 511 WEST 3900 SOUTH | SALT LAKE CITY | UT | 84123 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| SAN DIEGO HUMANE SOCIETY | ||||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | N/A | PC | COMMUNITY VETERINARY SERVICES | $50,000 | |
| SAN MATEO COUNTY ANIMAL CONTROL AND LICENSING | ||||||||
| 225 37TH AVE | SAN MATEO | CA | 94403 | N/A | GOV | CAWFC - VETERINARY CARE FOR COMMUNITY MEMBERS | $10,000 | |
| SANTA ROSA COUNTY ANIMAL SERVICES | ||||||||
| 4451 PINE FOREST RD | MILTON | FL | 32583 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| SAVING SUNNY | ||||||||
| 411 LAWTON COURT | LOUISVILLE | KY | 40217 | N/A | PC | OPERATIONS | $1,000 | |
| SEATTLE ANIMAL SHELTER | ||||||||
| 2061 15TH AVE W | SEATTLE | WA | 98119 | N/A | GOV | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| SHANTI PROJECT | ||||||||
| 3170 23RD STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | THE PAWS PROGRAM | $1,000 | |
| SHANTI PROJECT | ||||||||
| 3170 23RD STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | THE PAWS PROGRAM | $1,000 | |
| SHELTER ANIMALS COUNT | ||||||||
| 41 WATCHUNG PLAZA SUITE 393 | MONTCLAIR | NJ | 07042 | N/A | PC | OPERATIONS | $100,000 | |
| THE ARIZONA PET PROJECT | ||||||||
| 4949 E LINCOLN DR | SCOTTSDALE | AZ | 85011 | N/A | PC | OPERATIONS | $1,000 | |
| THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT | ||||||||
| 15508 W BELL ROAD SUITE 101-613 | SURPRISE | AZ | 85374 | N/A | NC | 2020 VIRTUAL FALL CONFERENCE | $10,000 | |
| THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT | ||||||||
| 15508 W BELL ROAD SUITE 101-613 | SURPRISE | AZ | 85374 | N/A | NC | 2021 SPRING CONFERENCE SCHOLARSHIPS | $3,000 | |
| THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT | ||||||||
| 15508 W BELL ROAD SUITE 101-613 | SURPRISE | AZ | 85374 | N/A | NC | 2021 SPRING CONFERENCE SPONSORSHIP | $3,000 | |
| THE EDDY HOUSE | ||||||||
| 888 WILLOW STREET | RENO | NV | 89502 | N/A | PC | OPERATIONS | $1,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | #SPAYTOGETHER STIMULUS PLAN | $250,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | 2020 ONLINE ANIMAL CARE EXPO SPONSORSHIP | $10,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | SHELTER PET PROJECT - CONSULTANT 2020 | $42,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | HUMANE PRO ONLINE ADVERTISING | $5,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | 2021 ANIMAL CARE EXPO SCHOLARSHIPS | $5,200 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PC | AD COUNCIL PET ADOPTION CAMPAIGN - YEAR 11 | $617,000 | |
| THEY RESCUE US INC | ||||||||
| PO BOX 27 | PHOENIX | MD | 21131 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION | ||||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | N/A | PC | PET SAFETY NET PROGRAM | $25,000 | |
| TREE HOUSE HUMANE SOCIETY | ||||||||
| 7225 N WESTERN AVE | CHICAGO | IL | 60645 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| ULSTER COUNTY SPCA | ||||||||
| 20 WIEDY ROAD | KINGSTON | NY | 12401 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $3,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2199 SOUTH UNIVERSITY BLVD | DENVER | CO | 80208 | N/A | PC | MEASURING THE ONE HEALTH IMPACT OF THE HUMANE SOCIETY OF THE UNITED STATES' PETS FOR LIFE | $125,000 | |
| UNIVERSITY OF TENNESSEE | ||||||||
| 1618 W CUMBERLAND AVE 206 HENSON | KNOXVILLE | TN | 379963332 | N/A | PC | RESEARCH AND DEVELOPMENT OF ALIGNCARE | $917,930 | HALL |
| UNIVERSITY OF TENNESSEE | ||||||||
| 1618 W CUMBERLAND AVE 206 HENSON | KNOXVILLE | TN | 379963332 | N/A | PC | 2020 AVANZINO LEADERSHIP AWARD | $25,000 | HALL |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 2015 LINDEN DRIVE | MADISON | WI | 53706 | N/A | PC | SHELTER MEDICINE PROGRAM RESIDENTS | $111,052 | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 2015 LINDEN DRIVE | MADISON | WI | 53706 | N/A | PC | MADDIE'S SHELTER MEDICINE RESEARCH FELLOW, CLINICAL INSTRUCTOR AND ELECTIVE | $165,634 | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 2015 LINDEN DRIVE | MADISON | WI | 53706 | N/A | PC | CDV OUTBREAK IN NEW JERSEY AND VIRGINIA | $20,000 | |
| WHITE RIVER HUMANE SOCIETY | ||||||||
| PO BOX 792 | BEDFORD | IN | 47421 | N/A | PC | COMMUNITY-CENTRIC SURVEY | $500 | |
| WOLF TRAP ANIMAL RESCUE | ||||||||
| PO BOX 2753 | MERRIFIELD | VA | 22116 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| YAVAPAI HUMANE SOCIETY | ||||||||
| 1625 SUNDOG RANCH ROAD | PRESCOTT | AZ | 86301 | N/A | PC | NO PLACE LIKE HOME CHALLENGE | $1,000 | |
| YOUNG AT HEART PET RESCUE INC | ||||||||
| 4301 S IL ROUTE 47 | WOODSTOCK | IL | 60098 | N/A | PC | NATIONAL FOSTER SURVEY WINNER | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,975,984 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL CARE CENTERS OF NEW YORK CITY | ||||||||
| 11 PARK PLACE SUITE 805 | NEW YORK | NY | 10007 | N/A | PC | 2021 AVANZINO LEADERSHIP AWARD | $25,000 | |
| ASSOCIATION OF SHELTER VETERINARIANS | ||||||||
| 3225 ALPHAWOOD DRIVE | APEX | NC | 27539 | N/A | PC | STRATEGIC GROWTH PLANS | $100,000 | |
| AUSTIN PETS ALIVE | ||||||||
| 1156 W CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | PROTOTYPE IMPLEMENTATION DIRECTOR | $375,000 | |
| BERKELEY HUMANE | ||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | CAPITAL PROJECT | $500,000 | |
| BURBANK ANIMAL SHELTER | ||||||||
| 1150 N VICTORY PL | BURBANK | CA | 91502 | N/A | GOV | CAWFC - BEHAVIOR TRAINING AND MARKETING PROGRAM | $5,000 | |
| COMPANIONS AND ANIMALS FOR REFORM EQUITY | ||||||||
| 420 DUNKIRK RD | BALTIMORE | MD | 21212 | N/A | PC | COMPANIONS AND ANIMALS FOR REFORM EQUITY | $500,000 | |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD DIVISION OF | ITHACA | NY | 14850 | N/A | PC | MADDIE'S SHELTER MEDICINE PROGRAM, YEARS 15 - 19 | $1,087,296 | FINANCIAL AFFAIRS |
| CORNELL UNIVERSITY | ||||||||
| DIVISION OF FINANCIAL AFFAIRS 341 | ITHACA | NY | 148502820 | N/A | PC | MADDIE'S SPAYATHON4PR HQHVSN APPRENTICESHIP | $57,750 | PINE TREE ROAD |
| COUNTY OF SAN DIEGO DEPARTMENT OF ANIMAL SERVICES | ||||||||
| 5821 SWEETWATER ROAD | BONITA | CA | 91902 | N/A | GOV | CAWFC - SPAY/NEUTER SURGERIES | $20,000 | |
| KINGS COUNTY ANIMAL SERVICES | ||||||||
| 10909 BONNEYVIEW LN | HANFORD | CA | 93230 | N/A | GOV | CAWFC - MICROCHIP CLINICS | $5,000 | |
| NATIONAL ANIMAL CARE & CONTROL ASSOCIATION | ||||||||
| 40960 CALIFORNIA OAKS ROAD 242 | MURRIETA | CA | 92562 | N/A | PC | NATIONAL ANIMAL CARE & CONTROL ASSOCIATION | $100,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| VETERINARY MEDICAL TEACHING | DAVIS | CA | 95616 | N/A | PC | MILLION CAT CHALLENGE 3.0 | $4,695,332 | HOSPITAL CENTER FOR COMPANION HEALT |
| SHELTER ANIMALS COUNT | ||||||||
| 41 WATCHUNG PLAZA SUITE 393 | MONTCLAIR | NJ | 07042 | N/A | PC | SHELTER ANIMALS COUNT | $125,000 | |
| THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT | ||||||||
| 15508 W BELL ROAD SUITE 101-613 | SURPRISE | AZ | 85374 | N/A | NC | 2021 FALL CONFERENCE SCHOLARSHIPS | $5,000 | |
| THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT | ||||||||
| 15508 W BELL ROAD SUITE 101-613 | SURPRISE | AZ | 85374 | N/A | NC | 2021 FALL CONFERENCE SPONSORSHIP | $5,000 | |
| UNIVERSITY OF FLORIDA | ||||||||
| OFFICE OF RESEARCH AND GRADUATE | GAINESVILLE | FL | 32611 | N/A | PC | MILLION CAT CHALLENGE 3.0 | $2,701,853 | PROGRAMS 219 GRINTER HALL BOX 11550 |
| UNIVERSITY OF FLORIDA | ||||||||
| OFFICE OF RESEARCH AND GRADUATE | GAINESVILLE | FL | 32611 | N/A | PC | DISTEMPER OUTBREAK RESPONSE IN EL PASO, TX | $25,000 | PROGRAMS 219 GRINTER HALL BOX 11550 |
| UNIVERSITY OF TENNESSEE | ||||||||
| 1618 W CUMBERLAND AVE 206 HENSON | KNOXVILLE | TN | 379963332 | N/A | PC | PREVALENCE, CHARACTERISTICS, TREATMENT AND OUTCOME OF DOGS PRESENTING TO SHELTERS WITH APPENDICULAR FRACTURES | $73,364 | HALL |
| UNIVERSITY OF TENNESSEE | ||||||||
| 1618 W CUMBERLAND AVE 206 HENSON | KNOXVILLE | TN | 379963332 | N/A | PC | 2021 ACCESS TO VETERINARY CARE SYMPOSIUM SCHOLARSHIPS | $10,000 | HALL |
| UNIVERSITY OF TENNESSEE | ||||||||
| 1618 W CUMBERLAND AVE 206 HENSON | KNOXVILLE | TN | 379963332 | N/A | PC | 2021 ACCESS TO VETERINARY CARE SYMPOSIUM SPONSORSHIP | $10,000 | HALL |
| UNIVERSITY OF TENNESSEE | ||||||||
| 1618 W CUMBERLAND AVE 206 HENSON | KNOXVILLE | TN | 379963332 | N/A | PC | ESTABLISHING ALIGNCARE | $3,448,181 | HALL |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 2015 LINDEN DRIVE | MADISON | WI | 53706 | N/A | PC | MADDIE'S SHELTER MEDICINE RESEARCH FELLOW, CLINICAL INSTRUCTOR AND ELECTIVE | $171,135 | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 2015 LINDEN DRIVE | MADISON | WI | 53706 | N/A | PC | SHELTER MEDICINE TEACHING AND TRAINING PROGRAMS | $780,739 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,825,650 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,028,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,649,814 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 14 | $3,819 | ||
| PARTNERSHIP INCOME/LOSS | 14 | $27,198 | 523000 | $21,342 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,342 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,709,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,731,028 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $152,304 | Amt |
| Net Investment Income | $28,981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $119,234 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15508 W BELL ROAD SUITE 101-613 | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-01-21 | GrantDt |
| Grant | $27,314 | GrantAmt |
| Purpose Of Grant | 2021 CONFERENCE SCHOLARSHIPS. | PurposeOfGrantTxt |
| Expended By Grantee | $17,314 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 3/8/21 | DatesOfReportsByGranteeTxt |
| Verification | 2021-03-08 | VerificationDt |
| Results Of Verification | GRANT EXPENDED ACCORDING TO GRANT AGREEMENT, AS REPORTED. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - BRECKRIDGE FIXED INC. | $45,747,452 | $45,747,452 |
| VIRTUS NEWFLEET LOW DURATION CORE PLUS | $11,218,622 | $11,218,622 |
| MT - VIRTUS NEWFLEET LOW DUR CORE PLUS | $1,993,866 | $1,993,866 |
| MID-TERM PORTFOLIO | $7,882,015 | $7,882,015 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS - EM VANGUARD | $8,571,313 | $8,571,313 |
| MS - SPTM ETF | $42,953,108 | $42,953,108 |
| MS - INT'L EQUITY ETF | $25,832,332 | $25,832,332 |
| MS WISDOM TREE US EQUITY | $12,385,899 | $12,385,899 |
| MS INT'L EQUITY BRANDES MF | $10,045,711 | $10,045,711 |
| MS EMERGING MARKETS - BRANDES | $8,729,948 | $8,729,948 |
| MS INT'L EQUITY WISDOM TREE | $8,614,379 | $8,614,379 |
| MS MUTUAL FUNDS | $471,305 | $471,305 |
| MS LIQUID ALTERNATIVES | $19,546,884 | $19,546,884 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS TACTICAL STRUCTURED NOTES | FMV | $5,620,000 | $5,620,000 |
| AXIOM ASIA PRIVATE CAPITAL FUND I, LP | FMV | $554,640 | $554,640 |
| AXIOM ASIA PRIVATE CAPITAL FUND II, LP | FMV | $1,736,347 | $1,736,347 |
| CAPITAL DYNAMICS CHAMPION VENTURES IV (Q), L.P. | FMV | $926,783 | $926,783 |
| CAPITAL DYNAMICS CHAMPION VENTURES V, L.P. | FMV | $484,773 | $484,773 |
| CAPITAL DYNAMICS CHAMPION VENTURES VI, LP | FMV | $997,238 | $997,238 |
| ABERDEEN FLAG INT'L PARTNERS (OFFSHORE) L.P. | FMV | $983,188 | $983,188 |
| ABERDEEN FLAG PRIVATE EQUITY III (OFFSHORE) L.P. | FMV | $597,180 | $597,180 |
| ABERDEEN FLAG VENTURE PARTNERS VI, (OFFSHORE) L.P. | FMV | $1,124,555 | $1,124,555 |
| ABDERDEEN NEXT GENERATION PARTNERS V, L.P. | FMV | $772,262 | $772,262 |
| BOYD WATTERSON GSAFUND L. P. | FMV | $1,661,158 | $1,661,158 |
| GT REAL PROPERTY | FMV | $81,595 | $81,595 |
| GREYLOCK 15 L. P. | FMV | $2,640,407 | $2,640,407 |
| GRADUATE HOTELS REAL ESTATE FUND III, L.P. | FMV | $2,412,622 | $2,412,622 |
| HGGC FUND III-A L.P. | FMV | $3,227,841 | $3,227,841 |
| HRJ CAPITAL GLOBAL BUY-OUT III (ASIA), LP | FMV | $10,854 | $10,854 |
| HRJ CAPITAL GLOBAL BUY-OUT III (ASIA), LP (NEW MONEY) | FMV | $12,990 | $12,990 |
| HRJ CAPITAL GLOBAL BUY-OUT III (EUROPE), LP | FMV | $39,790 | $39,790 |
| HRJ CAPITAL GLOBAL BUY-OUT III (US), LP | FMV | $83,960 | $83,960 |
| HRJ CAPITAL GLOBAL BUY-OUT III (US), LP (NEW MONEY) | FMV | $19,220 | $19,220 |
| HRJ CAPITAL SPECIAL OPPORTUNITIES II (INT'L), LP | FMV | $4,405 | $4,405 |
| HRJ CAPITAL SPECIAL OPPORTUNITIES II (INT'L), LP (NEW MONEY) | FMV | $12,208 | $12,208 |
| HRJ CAPITAL SPECIAL OPPORTUNITIES II (US), LP | FMV | $82,446 | $82,446 |
| HRJ CAPITAL SPECIAL OPPORTUNITIES II (US), LP (NEW MONEY) | FMV | $11,382 | $11,382 |
| HRJ CAPITAL VC V (FOREIGN), L.P. | FMV | $36,429 | $36,429 |
| HRJ CAPITAL VC VI (INT'L), LP | FMV | $667,568 | $667,568 |
| HRJ CAPITAL VC VI (INT'L), LP NEW MONEY | FMV | $218,934 | $218,934 |
| MADISON DEARBORN CAPITAL PTRS VII-C L.P. | FMV | $4,781,389 | $4,781,389 |
| MADISON DEARBORN CAPITAL PTRS VII-C GLOBAL INVESTMENTS L.P. | FMV | $199,546 | $199,546 |
| MESIROW FINANCIAL CAPITAL PARTNERS IX, L.P. | FMV | $37,207 | $37,207 |
| MESIROW FINANCIAL CAPITAL PARTNERS X, L.P. (INC AIV) | FMV | $174,470 | $174,470 |
| MESIROW FINANCIAL PRIVATE EQUITY PARTNERSHIP FUND III, L.P. | FMV | $509,694 | $509,694 |
| MESIROW FINANCIAL PRIVATE EQUITY PARTNERSHIP FUND V, L.P. | FMV | $2,005,068 | $2,005,068 |
| METROPOLITAN REAL ESTATE PARTNERS GLOBAL II | FMV | $321,905 | $321,905 |
| MIRELF V, LP | FMV | $574,849 | $574,849 |
| MIRELF V AIV, LP | FMV | $25,951 | $25,951 |
| PARK STREET CAPITAL - LUXEMBOURG HOLDINGS, LLC | FMV | $1,858 | $1,858 |
| PARK STREET CAPITAL NATURAL RESOURCE FUND II, L.P. | FMV | $34,399 | $34,399 |
| PARK STREET CAPITAL NR INVESTMENT CORP | FMV | $1,446 | $1,446 |
| RCP FUND IV, L.P. | FMV | $5,839 | $5,839 |
| RCP FUND VI, L.P. | FMV | $606,283 | $606,283 |
| VINTAGE VII OFFSHORE SCSP | FMV | $5,726,742 | $5,726,742 |
| VINTAGE VII AIV OFFSHORE SCSP | FMV | $355,041 | $355,041 |
| ARES SPECIAL OPPORTUNITIES FUND (OFFSHORE), LP | FMV | $3,744,673 | $3,744,673 |
| MS NONCONSULTING | FMV | $10,166,608 | $10,166,608 |
| MS PORTFOLIO MGMT | FMV | $7,588,353 | $7,588,353 |
| MS CONSULTING EVALUATION | FMV | $11,561,827 | $11,561,827 |
| MS SALIENT MLP | FMV | $4,513,988 | $4,513,988 |
| SELECT UMA | FMV | $6,866,893 | $6,866,893 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENT | $404,168 | $404,168 | $0 | |
| FURNITURE AND EQUIPMENT | $209,954 | $205,944 | $4,010 | $4,010 |
| INTERNALLY DEVELOPED SOFTWARE | $647,169 | $622,193 | $24,976 | $24,976 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,334 | LegalFeesAmt |
| Net Investment Income | $2,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,735 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $328,959 | $332,324 | $332,324 |
| INVESTMENT REDEMPTION RECEIVABLE | $32,950 | $0 | $0 |
| PROGRAM RELATED INVESTMENTS | $2,794,326 | $2,794,326 | $2,794,326 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS | $368,104 | $418,593 | $0 |
| OTHER TAXES AND FILING FEES | $46,487 | $41,287 | $5,175 |
| PROGRAM MATERIALS | $32,442 | $0 | $30,340 |
| INSURANCE | $60,162 | $17,846 | $32,938 |
| WEB FEES | $40,704 | $0 | $27,294 |
| OFFICE SUPPLIES | $143,901 | $213 | $144,759 |
| MEDIA ADVERTISING | $57,843 | $0 | $28,720 |
| POSTAGE AND SHIPPING | $5,276 | $0 | $5,468 |
| PROF DUES AND SUBSCRIPTION | $17,410 | $0 | $16,415 |
| BANK FEES | $3,252 | $0 | $2,625 |
| OTHER EXPENSES | $0 | $0 | $674 |
| PARTNERSHIP MGMT FEES PAID SEPARATELY | $0 | $103,739 | $0 |
| ARES CLOSING COSTS | $0 | $3,136 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $3,819 | $3,819 | $3,819 |
| PARTNERSHIP INCOME/LOSS | $48,540 | $27,198 | $48,540 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON SECURITIES AND DERIVATIVES | $36,907,452 |
| NET UNREALIZED GAIN ON PRIVATE EQUITY FUNDS | $11,851,762 |
| DONATED RENT | $2,037,143 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DERIVATIVE FINANCIAL LIABILITIES | $9,794 | $19,021 |
| DEFERRED TAX LIABILITY | $0 | $862,753 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL CONSULTING | $72,560 | $75,840 | $5,020 |
| GENERAL CONSULTING | $154,054 | $103,833 | $113,470 |
| IT CONSULTING | $148,805 | $720 | $168,717 |
| CONTRACT SERVICES | $34,085 | $0 | $31,398 |
| INVESTMENT MANAGEMENT FEES | $741,609 | $741,609 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $73,408 | $73,408 | $0 |
| SECTION 4940 CURRENT EXCISE TAX EXPENSE | $950,626 | $0 | $0 |