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SMBC GLOBAL FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SMBC GLOBAL FOUNDATION INC (EIN 13-3766226)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202201329349100435
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T09:23:25-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133766226EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMBC GLOBAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMBCBusinessNameControlTxt
Phone2122244440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1277 PARK AVENUE 5TH FLOOR 5TH FLOAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10172ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOSAMU YAGIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2122244592PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstOSAMUPersonFirstNm
Person LastYAGIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,192,558FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$689,403DividendsRevAndExpnssAmt
Dividends Net Invst Incm$689,403DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$865,137NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,811,281GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$865,137CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,554,540TotalRevAndExpnssAmt
Total Net Invst Incm$1,554,540TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$30,066AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,007AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$27,059AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$304,252OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$57,643OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$246,609OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$20,765TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,085OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,085OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$374,168TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60,650TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$292,753TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$539,829ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$539,829ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$913,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60,650TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$832,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$640,543ExcessRevenueOverExpensesAmt
Net Investment Income$1,493,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$113,041CashBOYAmt
Cash EOY$162,642CashEOYAmt
Cash EOYFMV$162,642CashEOYFMVAmt
Acct Rcvbl BOY$14,010AcctRcvblBOYAmt
Prepaid Expenses BOY$8,250PrepaidExpensesBOYAmt
Prepaid Expenses EOY$8,250PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$8,250PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$9,502,683CorporateStockBOYAmt
Corporate Stock EOY$6,634,784CorporateStockEOYAmt
Corporate Stock EOYFMV$6,634,784CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,129,776CorporateBondsBOYAmt
Corporate Bonds EOY$10,386,882CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,386,882CorporateBondsEOYFMVAmt
Total Assets BOY$16,767,760TotalAssetsBOYAmt
Total Assets EOY$17,192,558TotalAssetsEOYAmt
Total Assets EOYFMV$17,192,558TotalAssetsEOYFMVAmt
Accounts Payable BOY$31,305AccountsPayableBOYAmt
Accounts Payable EOY$50,648AccountsPayableEOYAmt
Total Liabilities BOY$31,305TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,648TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$16,736,455NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$17,141,910NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$16,736,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,141,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,767,760TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,192,558TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,736,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$640,543ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,376,998SubtotalAmt
Other Decreases$235,088OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,141,910TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD FUNDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$4,811,281GrossSalesPriceAmt
Cost Or Other Basis$3,946,144CostOrOtherBasisAmt
Gain Or Loss$865,137GainOrLossAmt
Gains Minus Excess Or Losses$865,137GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$865,137CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,765InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,765SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,765TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,560TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$10,205TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SMBCGROUP.COMWebsiteAddressTxt
Individual With BooksOSAMU YAGIIndividualWithBooksNm
Phone2122244915PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SMBC 277 PARK AVENUEAddressLine1Txt
CityNYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10172ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID STOMSKI
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172ASSISTANT TREASURER0.50$0$0$0
HIRO OSHIMA
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172DIRECTOR0.50$0$0$0
HOWARD TIEGEL
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172DIRECTOR0.50$0$0$0
JANE HUTTA
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172OUTGOING SECRETARY1.00$0$0$0
LUBNA USMAN
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172ASSISTANT SECRETARY0.50$0$0$0
NATSUHIRO SAMEJIMA
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172DIRECTOR0.50$0$0$0
OSAMU YAGI
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172TREASURER0.50$0$0$0
PETER STURZINGER
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172ASSISTANT SECRETARY0.50$0$0$0
RYOJI SATO
C/O SMBC CAPITAL MARKETS INC 277PARK AVENUENEW YORKNY10172DIRECTOR/PRESIDENT0.50$0$0$0
WILLIAM HANEY
C/O SUMITOMO MITSUI BANKING CORP277 PARK AVENUENEW YORKNY10172OUTGOING DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,960,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,245,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,245,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$258,681CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,986,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$849,334MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$849,334MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,765TaxBasedOnInvestmentIncomeAmt
Total Tax$20,765TotalTaxAmt
Distributable Before Adj$828,569DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$828,569DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$828,569DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$832,582ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$832,582QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$828,569DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$22,456ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,015ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,403ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,874TotalExcessDistributionCyovAmt
Qualifying Distributions$832,582QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$828,569AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,013RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$107,887TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,887ExcessDistriCyovToNextYrAmt
Excess From Year3$22,456ExcessFromYear3Amt
Excess From Year2$34,015ExcessFromYear2Amt
Excess From Year1$47,403ExcessFromYear1Amt
Excess From Current Year$4,013ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
PRESIDENT SMBC GLOBAL FOUNDATIONINC
277 PARK AVENUENEW YORKNY101722122244440THERE IS NO REQUIRED FORM IN WHICH APPLICATIONS FOR SUCH GRANTS SHOULD BE SUBMITTED. GRANT REQUESTS SHOULD INCLUDE THE FOLLOWING INFORMATION: A DESCRIPTION OF THE ORGANIZATION, ITS HISTORY AND OVERALL PURPOSES; THE SPECIFIC PURPOSE FOR THE GRANT REQUEST, EXPLANATION OF NEED AND AMOUNT OF CASH REQUESTED; CURRENT FINANCIAL STATEMENTS, AND A DETAILED BUDGET SHOWING HOW THE GRANT WOULD BE USED; SOURCES AND STATUS OF OTHER FUNDING; LISTS OF KEY PERSONNEL AND QUALIFICATIONS OF THE ORGANIZATION'S STAFF; AND EVIDENCE OF THE ORGANIZATION'S TAX-EXEMPT STATUS.THERE ARE NO SUBMISSION DEADLINES.SMBC GLOBAL FOUNDATION, INC. DOES NOT RESTRICT GRANTS BY GEOGRAPHICAL AREAS. THE FOUNDATION ONLY GIVES TO INSTITUTIONS WITHIN THE UNITED STATES WHICH ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND ONLY FOR 501(C)(3) PURPOSES OUTSIDE THE UNITED STATES. IT PROVIDES GRANTS TO PROGRAMS THAT PROVIDE SCHOLARSHIPS AND OTHER EDUCATIONAL ASSISTANCE TO AID DESERVING INDIVIDUALS IN FURTHERING THEIR EDUCATIONAL GOALS; TO PROVIDE FINANCIAL ASSISTANCE TO SCHOOLS, COLLEGES, UNIVERSITIES AND OTHER EDUCATIONAL ORGANIZATIONS; TO ASSIST THEM IN CARRYING OUT THEIR EDUCATIONAL ACTIVITIES; TO AID COMMUNITIES IN MEETING CREDIT NEEDS; TO ASSIST ORGANIZATIONS DEDICATED TO PUBLIC HEALTH; TO ASSIST ORGANIZATIONS COMMITTED TO COMMUNITY SERVICE AND TO THE PROVISION OF SOCIAL SERVICES TO THOSE IN NEED, AND TO ENCOURAGE INDIVIDUALS TO SERVE THEIR COMMUNITY; AND TO PROMOTE THE ARTS BY PROVIDING FINANCIAL ASSISTANCE TO ORGANIZATIONS DEDICATED TO ADVANCING CULTURE AND THE ARTS.
PRESIDENT SMBC GLOBAL FOUNDATIONINC
277 PARK AVENUENEW YORKNY101722122244440A REGISTRATION FORM IS REQUIRED. THERE ARE TWO PARTS TO THE REGISTRATION FORM. THE FIRST PART IS COMPLETED BY THE EMPLOYEE NOTIFYING THE FOUNDATION OF THE AMOUNT OF THE DONATION, THE NAME OF THE 501(C)(3) CHARITABLE ORGANIZATION AND THE TAX DEDUCTIBLE PORTION OF THE DONATION. THE FORM IS THEN MAILED TO THE ORGANIZATION. THE SECOND PART IS COMPLETED BY CHARITABLE ORGANIZATION THAT RECEIVED THE DONATION. THE CHARITABLE ORGANIZATION CONFIRMS THAT IT RECEIVED THE EMPLOYEE'S DONATION AND RETURNS IT TO THE FOUNDATION. THE RECIPIENT CHARITY MUST HAVE TAX-EXEMPT STATUS AS RECOGNIZED BY THE IRC SECTION 501(C)(3) IN ORDER TO BE ELIGIBLE TO RECEIVE A MATCHING DONATION AND MUST PROVIDE PROOF OF TAX-EXEMPT STATUS.SET ANNUALLY IN DECEMBER TO BE MADE WITHIN THE CALENDAR YEAR.THE MAXIMUM AMOUNT DONATED PER EMPLOYEE PER YEAR IS LIMITED TO $1,000, AND THE MINIMUM FOR MATCHING FUNDS IS $25. IN 2021, THE FOUNDATION MADE DONATIONS TOTALING $83,280 RELATING TO THIS PROGRAM. THE FOUNDATION RESERVES THE RIGHT TO REFUSE TO MATCH EMPLOYEE DONATIONS GIVEN TO A NON 501(C)(3) TAX-EXEMPT CHARITIES, ADVOCACY, RELIGIOUS AND POLITICAL GROUPS, OR ORGANIZATIONS THAT SUPPORT BIASED OR DISCRIMINATORY POLICIES. PAYMENTS TO AN ORGANIZATION OR INSTITUTION THAT ARE MADE IN CONSEQUENCE OF, OR LEAD TO, A DIRECT MATERIAL BENEFIT (SUCH AS GOODS AND SERVICES OF MORE THAN A NOMINAL VALUE) TO THE DONOR OR A MEMBER OF HIS OR HER FAMILY, OR AN INDIVIDUAL DESIGNATED BY THE DONOR, ARE NOT ELIGIBLE TO BE MATCHED BY GRANTS FROM THE FOUNDATION.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (214 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ABILIS INC
50 GLENVILLE STGREENWICHCT06831PCMENTAL HEALTH, CRISIS INTERVENTION$525
ACTION FOR CHILD PROTECTION
2101 SARDIS ROAD NORTH SUITE 204CHARLOTTENC28227PCHUMAN SERVICES MULTIPURPOSE AND OTHER$25
ALL HANDS AND HEARTS - SMART RESPONSE
6 COUNTY ROAD SUITE 6MATTAPOISETTMA02739PCPUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF$75
ALLEN-STEVENSON SCHOOL
132 E 78TH STNEW YORKNY10075PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,100
ALLIANCE FOR LUPUS RESEARCH
275 MADISON AVE 10T FLOORNEW YORKNY10016PCMEDICAL RESEARCH$200
AMERICAN CANCER SOCIETY - ARIZONA
4550E BELL RD SUITE 126PHOENIXAZ850329395PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$106
AMERICAN CANCER SOCIETY - NATIONAL
250 WILLIAMS STREET NW STE 400ATLANTAGA30303PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$456
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY100042400PCCIVIL RIGHTS, SOCIAL ACTION, ADVOCACY$50
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L ST NW STE 200WASHINGTONDC20005PCCIVIL RIGHTS, SOCIAL ACTION, ADVOCACY$50
AMURTEL INC
PO BOX 232WARRENVT056740232PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$200
ANGELS 4 AUTISM INC
71-19 80TH ST SUITE 8213QUEENSNY11385PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$50
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003PCANIMAL-RELATED$125
ANJELLICLE CATS RESCUE
PO BOX 2084NEW YORKNY101012084PCANIMAL-RELATED$33
ASCENSION MUSIC CHORUS AND ORCHESTRA INC
12 W 11TH STNEW YORKNY10011PCARTS, CULTURE AND HUMANITIES$200
ASPCA NATIONAL OFFICE
PO BOX 96929WASHINGTONDC20077PCANIMAL-RELATED$330
AUSTRALIAN SHEPHERDS FUREVER
2910 S ARCHIBALD AVE SUITE A607ONTARIOCA91761PCANIMAL-RELATED$200
BEAGLE FREEDOM PROJECT
4804 LAUREL CANYON BLVD SUITE 534VALLEY VILLAGECA91607PCANIMAL-RELATED$125
BEHIND THE BOOK INC
216 WEST 135TH STREET GROUNDNEW YORKNY10030PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
BREARLEY SCHOOL
610 E 83RD STNEW YORKNY10028PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$100
BRUCE MUSEUM INC
1 MUSEUM DRGREENWICHCT068307157PCARTS, CULTURE AND HUMANITIES$410
BRYANT UNIVERSITY
1150 DOUGLAS PIKESMITHFIELDRI02917PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
BULGARIAN CHILDRENS CHORUS AND SCHOOL GERGANA INC
1546 MADISON AVE STE 1CNEW YORKNY10029PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
CANCERCARE
275 7TH AVENUENEW YORKNY10001PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$50
CARDINAL MCCLOSKEY SCHOOL & HOME FOR CHILDREN INC
115 E STEVENS AVE STE LL5VALHALLANY10595PCHUMAN SERVICES MULTIPURPOSE AND OTHER$200
CARLETON COLLEGE
ONE NORTH COLLEGE STNORTHFIELDMN55057PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
CATALYST INC
120 WALL STREET 15TH FLOORNEW YORKNY10005PCIN SUPPORT OF THE ORGANIZATION'S GENERAL OPERATION 2021$20,000
CENTRAL TEXAS FOOD BANK INC
6500 METROPOLIS DR AUSTINAUSTINTX78744PCIN SUPPORT FOR THE ORGANIZATION'S ACTIVITIES FOR WINTER STORM DISASTER RELIEF IN 2021$3,000
CEREBRAL PALSY FOUNDATION INC
3 COLUMBUS CIRCLE 15TH FLOORNEW YORKNY10019PCMEDICAL RESEARCH$300
CHAPIN SCHOOL LTD
100 EAST END AVENEW YORKNY100287403PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$400
CHATHAM EDUCATION FOUNDATION
PO BOX 81CHATHAMNJ07928PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$100
CHATHAM EMERGENCY SQUAD INC
45 SPRING STCHATHAMNJ07928PCHUMAN SERVICES MULTIPURPOSE AND OTHER$50
CHILDREN OF ARMENIA FUND INC
149 5TH AVE SUITE 500NEW YORKNY10010PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$1,000
CHILDRENS VILLAGE INC
ONE ECHO HILLS WAIGROVE ADOBBS FERRYNY10522PCHUMAN SERVICES MULTIPURPOSE AND OTHER$1,000
CHRISTOPHER REEVE FOUNDATION
636 MORRIS TURNPIKE SUITE 3ASHORT HILLSNJ07078PCMEDICAL RESEARCH$54
CITY HARVEST INC
6 EAST 32ND ST 5TH FLOORNEW YORKNY10016PCFOOD, AGRICULTURE AND NUTRITION$1,523
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038PCHUMAN SERVICES MULTIPURPOSE AND OTHER$1,000
COLEL MISHKAN SALOMON INC
1758 E 18TH STBROOKLYNNY11229PCRELIGION-RELATED, SPIRITUAL DEVELOPMENT$500
COLUMBIA UNIVERSITY
3022 BROADWAY ROOM 2M9NEW YORKNY10027PCIN SUPPORT OF THE EDUCATIONAL AND CULTURAL ACTIVITIES OF THE CENTER ON JAPANESE ECONOMY AND BUSINESS$50,000
COMMON CAUSE EDUCATION FUND
805 15TH ST NW STE 800WASHINGTONDC20005PCPUBLIC, SOCIETY BENEFIT MULTIPURPOSE AND OTHER$50
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINAL ROADHILLSIDENJ07205PCFOOD, AGRICULTURE AND NUTRITION$251
COMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$1,000
CORNELL UNIVERSITY FOUNDATION
130 E SENECA STREET SUITE 400ITHACANY14850PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$450
COURT APPOINTED SPECIAL ADVOCATES OF MERCER COUNTY INC
1450 PARKSIDE AVE STE 22EWINGNJ08638PCHUMAN SERVICES MULTIPURPOSE AND OTHER$1,000
CROHN'S & COLITIS FOUNDATION INC
733 3RD AVE SUITE 510NEW YORKNY10017PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$358
DELBARTON SCHOOL
230 MENDHAM RDMORRISTOWNNJ07960PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
DHARAMSALA ANIMAL RESCUE
ATTNDEBRA JARRETT 133 TERRE MAR DRN KINGSTOWNRI02852PCANIMAL-RELATED$250
DONORSCHOOSE
134 WEST 37TH STREET FLOOR 11NEW YORKNY10018PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
EARTH DAY NETWORK INC
1752 N STREET NW SUITE 700WASHINGTONDC20036PCIN SUPPORT OF THE ORGANIZATION'S ENVIRONMENTAL ACTIVITIES$2,000
EAST SIDE MIDDLE SCHOOL PARENT TEACHER ASSOCIATION INC
331 E 91ST STNEW YORKNY10128PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$600
EQUAL JUSTICE WORKS
1730 M ST NW STE 800WASHINGTONDC200364511PCCRIME, LEGAL-RELATED$500
FATHER FLANAGAN'S BOYS' HOME
14100 CRAWFORD STREET MOD 1BOYS TOWNNE68010PCHUMAN SERVICES MULTIPURPOSE AND OTHER$50
FEEDING AMERICA
161 N CLARK STREET SUITE 700CHICAGOIL60601PCFOOD, AGRICULTURE AND NUTRITION$200
FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN STREET 2ND FLOORLONGMONTCO80501PCCOMMUNITY IMPROVEMENT, CAPACITY BUILDING$250
FOOD BANK FOR NEW YORK CITY
GIFT PROCESSING PO BOX 470NEW YORKNY10530PCCOMMUNITY IMPROVEMENT, CAPACITY BUILDING$206
FORDHAM PREPARATORY SCHOOL
441 E FORDHAM ROADBRONXNY10458PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$625
FOX LANE HIGH SCHOOL ASSOCIATION
632 S BEDFORD RDBEDFORDNY10506PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$50
FRENCH AMERICAN SCHOOL OF NEW YORK INC
320 E BOSTON POST RDMAMARONECKNY10543PCARTS, CULTURE AND HUMANITIES$1,000
FRIENDS OF THE LIBRARY OF THE CHATHAMS
214 MAIN STCHATHAMNJ07928PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$50
FRIENDS OF THE RIVERTOWN THEATERS
325 MINOR STKENNERLA70062PCCOMMUNITY IMPROVEMENT, CAPACITY BUILDING$250
FRIENDS OF YUNG WING INC
40 DIVISION ST ROOM 215NEW YORKNY10002PCHUMAN SERVICES MULTIPURPOSE AND OTHER$102
FUNDACION MANOS DEL SUR
1390 S DIXIE HWY SUITE 1106CORAL GABLESFL33146PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$550
GEORGIA TECH FOUNDATION
760 SPRING STREET NW SUITE 400ATLANTAGA30308PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$300
GIVE ME SHELTER PROJECT
248-25 NORTHERN BLVD SUITE 1J-355LITTLE NECKNY11362PCANIMAL-RELATED$100
GIVE POWER
415 EAST SAINT ELMO SUITE 1-F1AUSTINTX78745PCIN SUPPORT OF THE ORGANIZATION'S ACTIVITIES$50,000
GIVEWELL
1714 FRANKLIN ST 100335OAKLANDCA94612PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$1,000
GLOBAL CITIZENS INITIATIVE
2 SOUND VIEW DRIVE 2ND FLOORGREENWICHCT06830PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
GLOBALGIVING FOUNDATION INC
1110 VERMONT AVENUE NW SUITE 550WASHINGTONDC20005PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$775
GOD'S LOVE WE DELIVER INC
166 AVENUE OF THE AMERICASNEW YORKNY10013PCFOOD, AGRICULTURE AND NUTRITION$125
HAMILTON MADISON HOUSE
253 SOUTH STREETNEW YORKNY10002PCIN SUPPORT OF THE ORGANIZATION'S GENERAL OPERATION$10,000
HAZELDEN BETTY FORD FOUNDATION
PO BOX 64348SAINT PAULMN55164PCMENTAL HEALTH, CRISIS INTERVENTION$540
HEADSTRONG FOUNDATION
232 GREEN STHOLMESPA19043PCHEALTH GENERAL AND REHABILITATIVE$35
HEARING LOSS ASSOCIATION OF AMERICA
6116 EXECUTIVE BLVD SUITE 320ROCKVILLEMD20852PCHUMAN SERVICES MULTIPURPOSE AND OTHER$100
HEARING LOSS ASSOCIATION OF AMERICA INC
6116 EXECUTIVE BLVD SUITE 320ROCKVILLEMD20852PCHUMAN SERVICES MULTIPURPOSE AND OTHER$50
HEARTFULNESS INSTITUTE
2200 GOLDENROD LANESAN RAMONCA94582PCHUMAN SERVICES MULTIPURPOSE AND OTHER$280
HINDU AMERICAN FOUNDATION
910 SEVENTEENTH ST NW STE 316AWASHINGTONDC20006PCRELIGION-RELATED, SPIRITUAL DEVELOPMENT$50
HITOTSUBASHI UNIVERSITY
PCIN SUPPORT OF THE HITOTSUBASHI UNIVERSITY FUND$21,7482-1 NAKA KUNITACHI- SHITOKYOJA1868601
HOBOKEN VOLUNTEER AMBULANCE CORP
PO BOX 1368HOBOKENNJ07030PCHEALTH GENERAL AND REHABILITATIVE$100
HOPE FOR THE WARRIORS
8003 FORBES PLACE STE 110SPRINGFIELDVA22151PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$100
HORACE MANN SCHOOL
231 W 246TH STBRONXNY10471PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029PCIN SUPPORT FOR THE ORGANIZATION'S ACTIVITIES FOR WINTER STORM DISASTER RELIEF IN 2021$4,000
HUMANE SOCIETY OF NEW YORK
306 EAST 59TH STREETNEW YORKNY10022PCANIMAL-RELATED$200
INDIANA UNIVERSITY FOUNDATION
PO BOX 500BLOOMINGTONIN47402PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
INTER UNIVERSITY CENTER-STANFORD UNIVERSITY
ENCINA HALL C334 616 JANE STANFORDSTANFORDCA943056055PCIN SUPPORT FOR THE ORGANIZATION'S EDUCATIONAL ACTIVITIES$20,000WAY
INTERNATIONAL WELOVEU FOUNDATION
700 KINDERKAMACK RD SUITE 309ORADELLNJ07649PCCOMMUNITY IMPROVEMENT, CAPACITY BUILDING$1,000
JAPAN DAY INC (JAPAN PARADE)
1650 BROADWAY SUITE 1210NEW YORKNY10019PCIN SUPPORT FOR THE ORGANIZATION'S ARTS AND CULTURAL ACTIVITIES$10,000
JCC FUND JCCI AND NIPPON CLUB'S FUNDRAISING EVENT - PS 147 BROOKLYN
145 WEST 57TH STREETNEW YORKNY10019PCIN SUPPORT OF THE ORGANIZATION'S GENERAL OPERATION OF P.S. 147 BROOKLYN$2,800
JDRF INTERNATIONAL
200 VESEY ST 28TH FINEW YORKNY10281PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$1,100
JEI (JAPANESE EDUCATIONAL INSTITUTION) (ANNUAL DONATION)
56 HARRISON STREET SUITE 505NEW ROCHELLENY10801PCIN SUPPORT OF MAINTAINING THE QUALITY OF JAPANESE EDUCATION$20,000
JEI (JAPANESE EDUCATIONAL INSTITUTION)(SCHOLARSHIP)
56 HARRISON STREET SUITE 505NEW YORKNY10801PCIN SUPPORT OF MAINTAINING THE QUALITY OF JAPANESE EDUCATION$10,000
JEWISH FAMILY SERVICE OF STAMFORD INC
196 GREYROCK PLACESTAMFORDCT069011848PCMENTAL HEALTH, CRISIS INTERVENTION$1,000
JOHNS HOPKINS UNIVERSITY
HOMEWOOD CAMPUS DEVELOPMENT OFFICEBALTIMOREMD21218PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,0003400N CHARLES ST
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
3003 OAK ROAD SUITE 109WALNUT CREEKCA94597PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$1,000
KARS 4 KIDS INC
1805 SWARTHMORE AVELAKEWOODNJ08701PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$539
KB FOUNDATION
2615 DEKALB PIKENORRITONPA19401PCPUBLIC, SOCIETY BENEFIT MULTIPURPOSE AND OTHER$500
KOREAN-AMERICAN COMMUNITY FOUNDATION
135 E 64TH STNEW YORKNY10065PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$700
KOREAN-AMERICAN COMMUNITY FOUNDATION INC
135 E 64TH STNEW YORKNY10065PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$300
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
PNC BANK LOCKBOX 825641MT LAURELNJ08054PCCIVIL RIGHTS, SOCIAL ACTION, ADVOCACY$500
LE ZION B RINA INC
1436 42ND STBROOKLYNNY11219PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$500
LEAD THE WAY FUND INC
300 GARDEN CITY PLAZA SUITE 149GARDEN CITYNY11530PCHUMAN SERVICES MULTIPURPOSE AND OTHER$240
LEARNINGSPRING SCHOOL
247 E 20TH STNEW YORKNY10003PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
LEUKEMIA & LYMPHOMA SOCIETY
DONOR SERVICES PO BOX 98018WASHINGTONDC20090PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$30
LGS FOUNDATION
6030 SANTO ROAD SUITE 1SAN DIEGOCA92142PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$150
LIVING BEYOND BREAST CANCER
40 MONUMENT RD SUITE 104BALA CYNWYDPA19004PCHEALTH GENERAL AND REHABILITATIVE$102
MALOTO INC
21 WEST 46TH ST SUITE 1408NEW YORKNY10036PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$450
MANHATTAN COLLEGE
4513 MANHATTAN COLLEGE PARKWAYBRONXNY10471PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$100
MARIA FARERI CHILDREN'S HOSPITAL
100 WOODS ROADVALHALLANY10595PCHEALTH GENERAL AND REHABILITATIVE$100
MARINE TOYS FOR TOTS FOUNDATION
GIFT PROCESSING ADMINISTRATOR 18251TRIANGLEVA22172PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$844QUANTICO GATEWAY DR
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVE W98-200CAMBRIDGEMA021394822PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$150
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCHEALTH GENERAL AND REHABILITATIVE$900
METROPOLITAN OPERA GUILD INC
70 LINCOLN CENTER PLAZA 6TH FLOORNEW YORKNY10023PCARTS, CULTURE AND HUMANITIES$500
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 5014HAGERSTOWNMD217415014PCMEDICAL RESEARCH$150
MIL AL MISSION IN NY INC
14244 BAYSIDE AVEFLUSHINGNY11354PCHUMAN SERVICES MULTIPURPOSE AND OTHER$700
MOHEGAN VOLUNTEER FIRE ASSOCIATION INC
PO BOX 162MOHEGAN LAKENY10547PCPUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF$25
MONTVALE PARENTS TEACHERS ORGANIZATION
SPRING VALLEY ROADMONTVALENJ07645PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$100
MTC (FALL BENEFIT )
311 WEST 43RD ST 8TH FLNEW YORKNY10036PCIN SUPPORT OF MTC'S 2020 ACTIVITIES$30,000
MTC (SPRING GALA )
311 WEST 43RD ST 8TH FLNEW YORKNY10036PCIN SUPPORT OF MTC'S 2020 ACTIVITIES$50,000
MULTIPLE MYELOMA RESEARCH FOUNDATION INC
PO BOX 414238BOSTONMA022414238PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$50
NAACP EMPOWERMENT PROGRAMS INC
4805 MOUNT HOPE DRBALTIMOREMD21215PCCIVIL RIGHTS, SOCIAL ACTION, ADVOCACY$480
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND
40 RECTOR STREET 5TH FLOORNEW YORKNY10006PCCIVIL RIGHTS, SOCIAL ACTION, ADVOCACY$100
NATIONAL ASSOCIATION OF POLICE ATHLETIC ACTIVITIES LEAGUES INC
1662 N US HIGHWAY 1 STE CJUPITERFL33469PCYOUTH DEVELOPMENT$100
NATIONAL MULTIPLE SCLEROSIS SOCIETY-HQ
PO BOX 4527NEW YORKNY10163PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$50
NATURE CONSERVANCY
4245 NORTH FAIRFAX DR SUITE 100ARLINGTONVA222031606PCENVIRONMENTAL QUALITY, PROTECTION AND BEAUTIFICATION$102
NATURE CONSERVANCY INC
4245 NORTH FAIRFAX DR SUITE 100ARLINGTONVA222031606PCENVIRONMENTAL QUALITY, PROTECTION AND BEAUTIFICATION$437
NEW ECONOMY PROJECT
121 WEST 27TH ST STE 804NEW YORKNY10001PCCOMMUNITY IMPROVEMENT, CAPACITY BUILDING$250
NEW YORK CARES
65 BROADWAY 19TH FLOORNEW YORKNY10006PCIN SUPPORT OF RELIEF EFFORTS AND PROGRAMS IN 2021-2022$25,000
NEW YORK CITY URBAN DEBATE LEAGUE INC
25 BROADWAY 12TH FLOORNEW YORKNY10004PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$100
NEW YORK ROAD RUNNERS INC
156 WEST 56TH STREET 3RD FLOORNEW YORKNY10019PCRECREATION, SPORTS, LEISURE, ATHLETICS$150
NEW YORK SHAKESPEARE FESTIVAL - THE PUBLIC THEATER
425 LAFAYETTE STNEW YORKNY10003PCARTS, CULTURE AND HUMANITIES$125
NEW YORK THEATRE WORKSHOP INC
79-83 E 4TH STNEW YORKNY10003PCARTS, CULTURE AND HUMANITIES$250
NORTH SHORE ANIMAL LEAGUE AMERICA INC
25 DAVIS AVENUEPORT WASHINGTONNY11050PCANIMAL-RELATED$50
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075PCIN SUPPORT FOR THE ORGANIZATION'S ACTIVITIES FOR WINTER STORM DISASTER RELIEF IN 2021$3,000
NORTHWESTERN UNIVERSITY
ALUMNI RELATIONS AND DEVELOPMENTEVANSTONIL60208PCRECREATION, SPORTS, LEISURE, ATHLETICS$551201 DAVIS ST
NOTRE DAME ACADEMY INC
OFFICE OF MISSION ADVANCEMENT 90STATEN ISLANDNY10301PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$250HOWARD AVE
OUR LADY OF VICTORY HOMES OF CHARITY INC
780 RIDGE ROADLACKAWANNANY14218PCHUMAN SERVICES MULTIPURPOSE AND OTHER$50
PARENT TEACHER ASSOCIATION OF P S 59 INC
233 E 56TH STNEW YORKNY10022PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
PARENT TEACHER ASSOCIATION OF P S78Q ROBERT F WAGNER JR
4809 CENTER BLVDLONG ISLAND CITYNY11109PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
PARENT TEACHER ASSOCIATION OF TOWNSEND HARRIS HIGH SCHOOL
149-11 MELBOURNE AVEFLUSHINGNY11367PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$200
PARENTS OF P S 334 INC
100 WEST 77TH STNEW YORKNY10024PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
PENN STATE IFCPANHELLENIC DANCE MARATHON
ATTN FINANCE 227D HETZEL UNIONUNIVERSITY PARKPA16802PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000BUILDING
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH ST NW SUITE 600WASHINGTONDC20005PCCIVIL RIGHTS, SOCIAL ACTION, ADVOCACY$50
PHOENIX HOUSES OF LONG ISLAND INC
34-11 VERNON BLVDLONG ISLAND CITYNY11106PCHEALTH GENERAL AND REHABILITATIVE$250
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST SUITE 9NEW YORKNY10038PCHEALTH GENERAL AND REHABILITATIVE$50
PRINCETON COMMUNITY HOUSING INC
1 MONUMENT DRPRINCETONNJ085403036PCHOUSING, SHELTER$1,000
PROCTOR ACADEMY
PO BOX 500ANDOVERNH03216PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
PROJECT FIVE GLOBAL INITIATIVE
867 HEMPSTEAD TPKE 568FRANKLIN SQUARENY11010PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$1,000
PROVIDENCE COLLEGE
ATTNOFFICE OF INST ADVANCEMENT 1PROVIDENCERI02918PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000CUNNINGHAM SQ
PS 41Q PARENT TEACHER ASSOCIATION CORP
214-43 35TH AVEBAYSIDENY11361PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$150
PS130-M PARENTS ASSOCIATION
143 BAXTER STNEW YORKNY10013PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$750
PTO OF THE CHATHAMS INC
PO BOX 104CHATHAMNJ07928PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$50
PTSA CONNECTICUT INC
1625 MILL PLAIN RDFAIRFIELDCT06824PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$75
RETHINK FOOD NYC INC
75 BROAD STREET SUITE 707NEW YORKNY10004PCFOOD, AGRICULTURE AND NUTRITION$100
ROBIN HOOD FOUNDATION
826 BROADWAY 7TH FLNEW YORKNY10003PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$100
RONALD MCDONALD HOUSE CHARITIES INC
110 N CARPENTER STREETCHICAGOIL606072101PCHEALTH GENERAL AND REHABILITATIVE$378
RONALD MCDONALD HOUSE NEW YORK
405 EAST 73RD STREETNEW YORKNY10021PCIN SUPPORT OF THE ORGANIZATION'S GENERAL OPERATION$50,000
RUTGERS UNIVERSITY FOUNDATION
335 GEORGE STREETNEW BRUNSWICKNJ08901PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
SAINT MARY SCHOOL EDUCATION FUND
538 CHURCH STMIDDLETOWNNJ07748PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
SALISBURY SCHOOL INC
251 CANAAN RDSALISBURYCT06068PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
SALVATION ARMY NEW JERSEY DIVISION
4 GARY ROADUNIONNJ07083PCHUMAN SERVICES MULTIPURPOSE AND OTHER$50
SANCTUARY FOR FAMILIES INC
PO BOX 1406 WALL STREET STATIONNEW YORKNY10268PCHUMAN SERVICES MULTIPURPOSE AND OTHER$1,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST STE 400FAIRFIELDCT06825PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$50
SECOND CHANCE RESCUE INC
PO BOX 570701WHITESTONENY113570701PCANIMAL-RELATED$125
SESAME WORKSHOP
1900 BROADWAYNEW YORKNY10023PCARTS, CULTURE AND HUMANITIES$300
SLEEP IN HEAVENLY PEACE INC
PO BOXKIMBERLYID83341PCHOUSING, SHELTER$500
SMILE TRAIN
633 THIRD AVE 9TH FLOORNEW YORKNY10017PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$300
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104PCCRIME, LEGAL-RELATED$550
SPCA OF WESTCHESTER
590 N STATE RDBRIARCLIFF MANORNY10510PCANIMAL-RELATED$50
SPECIAL MUSIC SCHOOL PTA
129 WEST 67TH STREETNEW YORKNY10028PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
SPENCE SCHOOL
22 E 91ST STNEW YORKNY10128PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
ST FRANCIS FOOD PANTRIES AND SHELTERS INC
450 FASHION AVE SUITE 601NEW YORKNY10123PCFOOD, AGRICULTURE AND NUTRITION$100
ST JUDE CHILDREN'S RESEARCH HOSPITAL - FLORIDA
501 ST JUDE PLACEMEMPHISTN38105PCHEALTH GENERAL AND REHABILITATIVE$100
ST JUDE CHILDREN'S RESEARCH HOSPITAL - HQ
262 DANNY THOMAS PLACEMEMPHISTN38105PCHEALTH GENERAL AND REHABILITATIVE$50
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$100
TABLE FOR TWO USA (2021 SPONSORSHIP)
PO BOX 1103NEW YORKNY10163PCIN SUPPORT OF THE ORGANIZATION'S GENERAL OPERATION 2021$10,000
TAG PTA INC
240 E 109TH STNEW YORKNY10029PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$50
THE ANDREW MCDONOUGH BE POSITIVE FOUNDATION
101 ROCKLAND CIRCLEWILMINGTONDE198034541PCHEALTH GENERAL AND REHABILITATIVE$450
THE HELLENIC INITIATIVE
135 E 57TH STREETNEW ROCHELLENY10022PCIN SUPPORT OF THE ORGANIZATION'S GENERAL OPERATION$25,000
THE JOSEPH W NUNN SCHOLARSHIP FOUNDATION INC
50 FOREST ST 1225STAMFORDCT069011848PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$300
THE NEW YORK PUBLIC LIBRARY
MEMBERSHIP OFFICE 445 FIFTH AVENEW YORKNY10016PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$250
THE NOGUCHI MUSEUM
32-37 VERNON BOULEVARDLONG ISLAND CITYNY11106PCIN SUPPORT FOR THE ORGANIZATION'S ARTS AND EDUCATIONAL ACTIVITIES$10,000
THE PARENT TEACHER ASSOCIATION OF PS 41 MANHATTAN
116 W 11TH STNEW YORKNY10011PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
THE PARENT TEACHER ASSOCIATION OF THE HIGH SCHOOL OF AMERICAN STUDIES
2925 GOULDEN AVENUEBRONXNY104681559PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$400
THE SHARING SHELF INC
47 PURDY AVEPORT CHESTERNY10573PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$3,165
THE SUSIE FOUNDATION INC
15 CARLETON RDWEST HARTFORDCT06107PCDISEASES, DISORDERS, MEDICAL DISCIPLINES$250
THE US-ASIA TECHNOLOGY MANAGEMENT CENTER -STANFORD UNIVERSITY
PO BOX 20466STANFORDCA943090466PCIN SUPPORT FOR THE ORGANIZATION'S EDUCATIONAL ACTIVITIES$30,000
THE WILD ANIMAL SANCTUARY
1946 COUTY ROAD 53KEENESBURGCO80643PCANIMAL-RELATED$600
TRUSTEES FOR HARVARD UNIVERSITY
1033 MASSACHUSETTS AVE STE 3CAMBRIDGEMA02138PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$250
TRUSTEES OF DARTMOUTH COLLEGE
6001 PARKHURST HALL SUITE 207HANOVERNH03755PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
TRUSTEES OF PRINCETON UNIVERSITY
OFFICE OF THE GENERAL COUNSELPRINCETONNJ08544PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$300PRINCETON UNIVERSITY
TRUSTEES OF THE LAWRENCEVILLE SCHOOL
2500 MAIN STLAWRENCEVILLENJ08648PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$136
TURNING POINT USA NFP
4940 EAST BEVERLY ROADPHOENIXAZ85044PCUNKNOWN$101
UNITED NATIONS INTERNATIONAL SCHOOL
24-50 FDR DRNEW YORKNY100104046PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
UNITED NEGRO COLLEGE FUND INC
1805 7TH STREET NWWASHINGTONDC20001PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$250
UNITED SERVICE ORGANIZATIONS INC
USO WORLD HQ PO BOX 96860WASHINGTONDC20077PCPUBLIC, SOCIETY BENEFIT MULTIPURPOSE AND OTHER$50
UNIVERSITY AT ALBANY FOUNDATION
1400 WASHINGTON AVENUEALBANYNY12222PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
UNIVERSITY OF GEORGIA FOUNDATION
1 PRESS PLACEATHENSGA30601PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
UNIVERSITY OF NEW MEXICO FOUNDATION
700 LOMAS BLVD NE SUITE 108ALBUQUERQUENM87102PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
VALPARAISO UNIVERSITY GUILD INC
1100 CAMPUS DR SVALPARAISOIN46383PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
VEDANTA CULTURAL FOUNDATION USA INC
500 CROSSFIELDS LNSOMERSETNJ08873PCARTS, CULTURE AND HUMANITIES$250
VERMONT FARMERS MARKET EDUCATION CENTER INC
PO BOX 1008RUTLANDVT05701PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$500
VETERANS OF FOREIGN WARS FOUNDATION
406 W 34TH STREET SUITE 514KANSAS CITYMO64111PCEMPLOYMENT, JOB-RELATED$50
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$25
VISIONS SERVICES FOR THE BLIND AND VISUALLY IMPAIRED
500 GREENWICH ST STE 302NEW YORKNY10013PCHUMAN SERVICES MULTIPURPOSE AND OTHER$507
WATERFRONT ALLIANCE INC
217 WATER ST STE 300NEW YORKNY10038PCCOMMUNITY IMPROVEMENT, CAPACITY BUILDING$500
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC200908204PCPHILANTHROPY, VOLUNTARISM AND GRANTMAKING$250
WILD BIRD FUND INC
565 COLUMBUS AVENEW YORKNY10024PCANIMAL-RELATED$31
WNET
825 EIGHTH AVE 14TH FLOORNEW YORKNY10019PCARTS, CULTURE AND HUMANITIES$275
WOOSTER GROUP INC
PO BOX 654 CANAL STREET STATIONNEW YORKNY10013PCARTS, CULTURE AND HUMANITIES$200
WORLD BICYCLE RELIEF NFP
1000 WEST FULTON MARKET 4TH FLOORCHICAGOIL60607PCPUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF$500
WORLD CENTRAL KITCHEN INCORPORATED
1342 FLORIDA AVE NWWASHINGTONDC20009PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$210
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PCINTERNATIONAL, FOREIGN AFFAIRS AND NATIONAL SECURITY$390
YESHIVA KTANA OF PASSAIC
1 MAIN AVEPASSAICNJ07055PCEDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES$1,000
YOUNG MENS CHRISTIAN ASSOCIATION OF MADISON NJ
111 KINGS RDMADISONNJ07940PCHUMAN SERVICES MULTIPURPOSE AND OTHER$250
YOUTH IMPROVING NON-PROFITS FOR CHILDREN
535 8TH AVE SUITE 1400NEW YORKNY10018PCYOUTH DEVELOPMENT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$539,829TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$689,403ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$865,137ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,554,540ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,554,540TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$30,066Amt
Net Investment Income$3,007NetInvestmentIncomeAmt
Disbursements Charitable Prps$27,059DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HITOTSUBASHI UNIVERSITYBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line12-1 NAKA KUNITACHI- SHIAddressLine1Txt
CityTOKYOCityNm
CountryJACountryCd
Foreign Postal186-8601ForeignPostalCd
FieldValueIRS element (for citing)
Grant2021-09-09GrantDt
Grant$21,748GrantAmt
Purpose Of GrantIN SUPPORT OF THE HITOTSUBASHI UNIVERSITY FUNDPurposeOfGrantTxt
Results Of VerificationTHE FOUNDATION HAS NO REASON TO DOUBT THE UNIVERSITY WILL SPEND THE GRANT ON OTHER THAN THE INTENDED PURPOSE. TESTING IS PERFORMED TO ENSURE THE STUDENTS ARE MEETING THE GRANT REQUIREMENTS.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990 PF, PART XV:ON DECEMBER 12, 2013 THE ORGANIZATION RECIEVED A PRIVATE LETTER RULING FROM THE IRS STATING THAT THE IRS HAS APPROVED THE PROCEDURES THAT THE ORGANIZATION HAS IN PLACE FOR ITS SCHOLARSHIP PROGRAM, AND DETERMINED THAT SUCH EXPENDITURES WILL BE NOT BE CONSIDERED TAXABLE EXPENDITURES. AWARDS MADE UNDER THESE PROCEDURES ARE SCHOLARSHIP OR FELLOWSHIP GRANTS, AND ARE NOT TAXABLE TO THE RECIPIENT IF THEY ARE USED FOR QUALIFIED TUITION AND RELATED EXPENSES.
FORM 990 PF, PART VII-B, LINE 1A(3):AS A SUBSTANTIAL CONTRIBUTOR, SUMITOMO MISUI BANKING CORPORATION IS A DISQUALIFIED PERSON WITH RESPECT TO THE SMBC GLOBAL FOUNDATION, INC. (THE FOUNDATION) WITHIN THE MEANING OF IRC SECTION 4946(A)(1)(A).SUMITOMO MITSUI BANKING CORPORATION PROVIDES NOMINAL OFFICE SPACE, OFFICE SUPPLIES, AND FURNISHINGS FOR THE USE OF THE FOUNDATION WHOLLY WITHOUT CHARGE TO THE FOUNDATION. THIS ACTIVITY IS A PERMISSIBLE ACTIVITY IN ACCORDANCE WITH TREASURY REGULATION SECTION 53.4941(D)-2(D)(3).SUMITOMO MITSUI BANKING CORPORATION AND ITS WHOLLY-OWNED SUBSIDIARIES ALSO PROVIDE GENERAL BANKING FUNCTIONS TO THE FOUNDATION. THE ACTIVITY IS A PERMISSIBLE ACTIVITY IN ACCORDANCE WITH TREASURY REGULATION SECTION 53.4941(D)-2(C)(4).
FORM 990 PF, PART VII-B, LINE 1A(4):AS A SUBSTANTIAL CONTRIBUTOR, SUMITOMO MITSUI BANKING CORPORATION IS A DISQUALIFIED PERSON WITH RESPECT TO THE SMBC GLOBAL FOUNDATION, INC. (THE FOUNDATION) WITHIN THE MEANING OF IRC SECTION 4946(A)(1)(A).SUMITOMO MITSUI BANKING CORPORATION PROVIDES, OR ALTERNATIVELY, ENGAGES INDEPENDENT THIRD PARTIES TO PROVIDE, CERTAIN ACCOUNTING, BOOKKEEPING, RECORDKEEPING AND OTHER PERSONAL SERVICES TO THE FOUNDATION, ALL OF WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION REIMBURSES SUMITOMO MITSUI BANKING CORPORATION FOR ITS REASONABLE AND CUSTOMARY EXPENSES INCURRED IN PROVIDING THESE SERVICES. THE ACTIVITY IS A PERMISSIBLE ACTIVITY IN ACCORDANCE WITH TREASURY REGULATION 53.4941(D)-3(C).
FORM 990 PF, PART XV, LINE 2C:THE SUBMISSION DEADLINE FOR A MATCHING CONTRIBUTION TO BE MADE WITHIN THE CALENDAR YEAR IS SET ANNUALLY IN DECEMBER TO ALLOW SUFFICIENT TIME FOR PROCESSING

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD - BONDSBondNm
EOY Book Value$10,386,882EOYBookValueAmt
EOYFMV$10,386,882EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD - EQUITYStockNm
EOY Book Value$6,634,784EOYBookValueAmt
EOYFMV$6,634,784EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$235,088Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRATION$775$0$775
BOOKS, NEWSPAPERS AND MAGAZINES$162$0$162
BANK FEE$1,560$0$1,560
IT SUPPORT SERVICES$16,588$0$16,588

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEE$30,242$30,242$0
MANAGEMENT SERVICE FEE$274,010$27,401$246,609

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$20,765Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt