GLOBAL ACTION TO END SMOKING INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL ACTION TO END SMOKING INC (EIN 82-2800838)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349102034
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:08:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822800838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Global Action to End Smoking Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LINDA RUFF | InCareOfNm |
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 9294460688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Ave Suite 300 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Heidi Goldstein | PersonNm |
| Person Title | COO/CLO/CS | PersonTitleTxt |
| Phone | 2168617350 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,271,030 | 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 | $35,317 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $121,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,455,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,455,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,085,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,141,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,085,792 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $86,389 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,783,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,662,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,708,820 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,690,597 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,416,989 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,402,763 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $798,112 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $607,320 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $173,324 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $157,338 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $377,816 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $330,284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,081,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,151 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,950,987 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15,492 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,528 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $227,273 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $227,140 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $305,445 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $300,844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $513,658 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $470,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,768,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,153,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,545,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,522,049 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,314,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,675,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,530,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,492,059 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $35,061 | CashEOYAmt |
| Cash EOYFMV | $35,061 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $151,568,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,288,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,288,496 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $244,935 | AcctRcvblBOYAmt |
| Pledges Rcvbl BOY | $83,077 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $75,765 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,316 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,316 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $5,186,282 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,186,282 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds EOY | $121,541,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $121,541,984 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $318,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $303,709 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $55,365 | LandBOYAmt |
| Land EOY | $14,761 | LandEOYAmt |
| Land EOYFMV | $14,761 | LandEOYFMVAmt |
| Other Assets BOY | $90,657 | OtherAssetsBOYAmt |
| Other Assets EOY | $146,130 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146,130 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $152,118,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,271,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,271,030 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,369,468 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,119,727 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,928 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,369,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,136,655 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $150,748,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $128,134,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,748,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,134,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $152,118,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,271,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,748,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,530,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $916,438 | OtherIncreasesAmt |
| Subtotal | $128,134,375 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $128,134,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $61,137,602 | $60,055,478 | $1,082,124 | $1,082,124 |
| SALE OF FIXED ASSETS | P | $3,668 | $3,668 | $3,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,085,792 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,340 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76,340 | SubtotalAmt |
| Tax Based On Investment Income | $76,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,191 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $89,191 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,851 | OverpaymentAmt |
| Applied To ES Tax | $12,851 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.globalactiontoendsmoking.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA RUFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9294460688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVE SUITE 300 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | MI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Pamela Parizek | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Chair / Director | 12.0 | $100,000 | $0 | $0 | |
| Vandana Abramson | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 1.9 | $68,750 | $0 | $0 | |
| Dyborn Chibonga | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 11.3 | $56,250 | $0 | $0 | |
| Paul Gardner | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 8.1 | $75,000 | $0 | $0 | |
| Heidi Goldstein | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | COO/CLO/Corporate Secretary | 40.0 | $506,788 | $45,696 | $0 | |
| Corinna Lathan | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 9.2 | $75,000 | $0 | $0 | |
| Clifford E Douglas | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | President/CEO | 40.0 | $536,189 | $24,400 | $0 | |
| Linda Ruff | |||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Sr Director, ops and finance | 40.0 | $215,843 | $38,560 | $0 | |
| ANGELA MARSHALL HOFMANN | |||||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10170 | DIRECTOR | 10.8 | $75,000 | $0 | $0 | SUITE 300 |
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 |
|---|---|---|---|---|---|---|---|---|
| EHSAN LATIF | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | SVP, GRANTS MGMT | 40.0 | $307,530 | $29,196 | $0 |
| NICOLE BRADLEY UNTIL 11824 | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | VP, COMMUNICATIONS | 40.0 | $264,774 | $21,275 | $0 |
| ERIK AUGUSTSON | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | VP, PROGRAMS | 40.0 | $249,196 | $16,959 | $0 |
| AYDA YUREKLI UNTIL 102124 | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | DIRECTOR, ECONOMIST | 40.0 | $201,689 | $4,898 | $0 |
| KATHERINE FOLEY | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | DIRECTOR, MEDIA | 40.0 | $170,824 | $28,662 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Actum CA Opco LLC | |||||
| 9000 Sunset Blvd FL 3 | WEST HOLLYWOOD | CA | 90069 | comms & advertising | $1,097,476 |
| ERNST & YOUNG US LLP | |||||
| PO Box 640382 | PITTSBURGH | PA | 152640382 | Audit and Tax Svcs | $233,378 |
| Aperio Philanthropy LLC | |||||
| 300 Cadman Plaza West 12th Floor | BROOKLYN NY | NY | 11201 | Consulting Services | $216,000 |
| SIDLEY AUSTIN LLP | |||||
| 787 7TH AVE | NEW YORK | NY | 10019 | LEGAL SERVICES | $151,681 |
| BAKER TILLY ADVISORY GROUP LP | |||||
| 4807 INNOVATE LANE PO BOX 7398 | MADISON | WI | 53718 | ACCOUNTING SERVICES | $119,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 39 | Description1Txt |
| Expenses1 | $3,651,204 | Expenses1Amt |
| Description2 | SEE STATEMENT 39 | Description2Txt |
| Expenses2 | $2,160,441 | Expenses2Amt |
| Description3 | SEE STATEMENT 39 | Description3Txt |
| Expenses3 | $117,396 | Expenses3Amt |
| Description4 | SEE STATEMENT 39 | Description4Txt |
| Expenses4 | $150,000 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,009,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,478,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,488,556 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,488,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,107,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,381,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,919,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,919,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,340 | TotalTaxAmt |
| Distributable Before Adj | $6,842,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $86,389 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,929,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,929,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,675,383 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $28,675,383 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,929,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,812,508 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,373,042 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,201,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,115,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,449,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,952,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,675,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,929,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,746,273 | RemainingDistriFromCorpusAmt |
| Total Corpus | $231,698,636 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,812,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $163,886,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,373,042 | ExcessFromYear4Amt |
| Excess From Year3 | $35,201,964 | ExcessFromYear3Amt |
| Excess From Year2 | $35,115,500 | ExcessFromYear2Amt |
| Excess From Year1 | $27,449,349 | ExcessFromYear1Amt |
| Excess From Current Year | $21,746,273 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Application should be addressed to | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | urlglobalactiontoendsmokingorg | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | SUPPORT@ACTIONTOENDSMOKING.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE SPECIFIC GRANTS APPLICATION INFORMATION POSTED ON THE FOUNDATION'S WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE SPECIFIC GRANTS APPLICATION INFORMATION POSTED ON THE FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES FUNDING THROUGH GRANTS FOR RESEARCH AND CESSATION EDUCATION PROJECTS IN ORDER TO ACCELERATE THE GLOBAL DECLINE IN SMOKING. THE FOUNDATION RECOGNIZES THAT SOME GROUPS OF SMOKERS FACE ADDITIONAL CHALLENGES IN BEING ABLE TO SUCCESSFULLY STOP THE USE OF COMBUSTIBLE AND TRADITIONAL TOBACCO PRODUCTS, AND MAY REQUIRE ADDITIONAL SUPPORT AND APPROACHES TO QUIT. THE FOUNDATION ALSO RECOGNIZES THAT COUNTRIES AT DIFFERENT LEVELS OF ECONOMIC DEVELOPMENT WILL NEED DIFFERENT SOLUTIONS TO EFFECTIVELY REDUCE SMOKING. THE FOUNDATION PROVIDES GRANTS TO SUPPORT WORK THAT IS BEING CONDUCTED BY INDEPENDENT RESEARCH ORGANIZATIONS, ACADEMIC INSTITUTIONS AND CENTERS, AND ORGANIZATIONS IN THE PRIVATE SECTOR. SEE SPECIFIC INFORMATION ABOUT WAYS TO SUBMIT AN APPLICATION AND HOW THE FOUNDATION FUNDS GRANTS ON THE FOUNDATION'S WEBSITE:HTTPS://WWW.GLOBALACTIONTOENDSMOKING.ORG/GRANTS/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 35 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 35 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT 35 | GrantOrContributionPurposeTxt |
| Amt | $19,522,049 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,522,049 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 36 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 36 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT 36 | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,547,543 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,035 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,455,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,085,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR DISTRIBUTIONS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $86,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,748,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,748,599 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Thomson and Barbara Mpinganjira | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Macleod Rd Makata IND Area PO Box | AddressLine1Txt |
| City | Blantyre | CityNm |
| Country | MI | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,698 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $377,816 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $330,284 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Heidi Goldstein |
| THE INDIVIDUAL IDENTIFIED ABOVE WAS NOT COMPENSATED FOR HER ROLE AS CORPORATE SECRETARY. THE INDIVIDUAL INCURRED AN AVERAGE OF 40 HOURS PER WEEK IN HER ROLE AS COO/CLO/CORPORATE SECRETARY; ALL ROLES IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSES AND COMPENSATION REPORTED RELATES SOLELY TO HER POSITIONS AS COO/CLO. |
| Clifford E Douglas |
| THE INDIVIDUAL IDENTIFIED ABOVE WAS NOT COMPENSATED FOR HIS ROLE AS PRESIDENT. THE INDIVIDUAL INCURRED AN AVERAGE OF 40 HOURS A WEEK IN HIS ROLE AS CEO IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSES, AND COMPENSATION REPORTED RELATES SOLELY TO HIS POSITION AS CEO. |
| Linda Ruff |
| THE INDIVIDUAL IDENTIFIED ABOVE WAS NOT COMPENSATED FOR HER ROLE AS ASSISTANT TREASURER. THE INDIVIDUAL INCURRED AN AVERAGE OF 40 HOURS A WEEK IN HER ROLE AS DIRECTOR, OPERATIONS AND FINANCE IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSES, AND COMPENSATION REPORTED RELATES SOLELY TO HER POSITION AS DIRECTOR, OPERATIONS AND FINANCE. |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE statement 19 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (156 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SANTANDER UK ZERO 01/25 | $599,856 | $599,856 |
| CATERPILLAR FINL SVC | $313,013 | $313,013 |
| COMWLTH BK AUSTR NY | $598,061 | $598,061 |
| COOPERAT RABOBANK UA/NY | $299,756 | $299,756 |
| ELEVANCE HEALTH INC | $204,822 | $204,823 |
| EVERSOURCE ENERGY | $202,851 | $202,851 |
| NORTHROP GRUMMAN CORP | $304,753 | $304,753 |
| SUMITOMO MITSUI FINL GRP | $262,765 | $262,765 |
| NOMURA HOLDINGS INC | $306,717 | $306,716 |
| CANADIAN PAC RY | $305,385 | $305,385 |
| HEALTHPEAK OP LLC | $232,654 | $232,654 |
| KIMCO RLTY OP LLC | $168,733 | $168,733 |
| GILEAD SCIENCES INC | $405,449 | $405,449 |
| LLOYDS BK ZERO 02/25 | $119,443 | $119,443 |
| NETFLIX INC | $278,277 | $278,277 |
| WESTPAC BNKG CORP | $500,103 | $500,103 |
| SVENSKA HANDELSBANKEN NY | $730,173 | $730,173 |
| NORDEA BK ABP NY | $576,183 | $576,183 |
| CENCORA INC | $290,087 | $290,087 |
| AMPHENOL CORP | $226,901 | $226,901 |
| SABINE PASS LIQUEFACTION | $12,005 | $12,005 |
| MARSH & MCLENNAN COS INC | $400,213 | $400,213 |
| DOMINION ENERGY INC | $200,264 | $200,264 |
| BARCLAYS PLC | $300,213 | $300,213 |
| HSBC USA INC | $487,891 | $487,891 |
| SKANDINAV ENSKILDA BK NY | $469,753 | $469,753 |
| KENVUE INC | $463,803 | $463,803 |
| BANCO SANTANDER SA | $199,529 | $199,529 |
| QUEST DIAGNOSTICS INC | $77,725 | $77,725 |
| GOLDMAN SACHS GROUP INC | $553,020 | $553,020 |
| ORACLE CORP | $202,825 | $202,825 |
| COREBRIDGE FINL INC | $204,267 | $204,267 |
| OTIS WORLDWIDE CORP | $96,252 | $96,252 |
| COOPERATIEVE C 5.39% 04/25 | $938,728 | $938,728 |
| TAKE-TWO INTERACTIVE SOF | $201,256 | $201,256 |
| AUTOZONE INC | $163,220 | $163,220 |
| AUTOZONE INC | $40,861 | $40,861 |
| T-MOBILE USA INC | $168,236 | $168,236 |
| AMERICAN HONDA FINANCE | $395,917 | $395,917 |
| BK OF NY MELLON CORP | $164,117 | $164,117 |
| CITIGROUP INC | $261,729 | $261,729 |
| L3HARRIS TECH INC | $88,710 | $88,710 |
| CANADIAN IMPERIAL BK | $374,642 | $374,642 |
| CR INDUST ET COMM NY | $507,583 | $507,583 |
| LLOYDS BNKG GROUP PLC | $398,272 | $398,272 |
| ABBVIE INC | $461,081 | $461,081 |
| AZ PUB SVC | $144,038 | $144,038 |
| PFIZER INVT ENTER | $398,154 | $398,154 |
| CR IND ET C 5.5% 05/25 | $301,029 | $301,029 |
| COLUMBIA PIPELINE GROUP | $108,712 | $108,712 |
| FISERV INC | $201,020 | $201,020 |
| KOOKMIN BANK/NEW YORK | $160,115 | $160,115 |
| EXELON CORP | $301,671 | $301,671 |
| STRYKER CORP | $63,960 | $63,960 |
| EIDP INC | $412,367 | $412,367 |
| UN PAC CORP | $302,611 | $302,611 |
| NISOURCE INC | $207,750 | $207,750 |
| RTX CORP | $171,194 | $171,194 |
| BUNGE LTD FIN CORP | $47,089 | $47,089 |
| ST STR CORP | $251,472 | $251,472 |
| MICROCHIP TECHNOLOGY INC | $153,355 | $153,355 |
| WILLIAMS COMPANIES INC | $90,530 | $90,530 |
| WEC ENERGY GROUP INC | $163,268 | $163,268 |
| TORONTO DOMINION BK NY | $411,884 | $411,884 |
| NORINCHUKIN BK NY | $287,828 | $287,828 |
| STD CHARTERED BK NY | $380,915 | $380,915 |
| NEXTERA ENERGY CAP | $294,520 | $294,520 |
| AMGEN INC | $195,106 | $195,106 |
| FOX CORP | $205,012 | $205,012 |
| MARATHON PETRLM CORP | $122,859 | $122,859 |
| CATERPILLAR FINL SVC | $82,667 | $82,667 |
| TOYOTA MTR CR CORP | $374,710 | $374,710 |
| AMERN EXPRESS CO | $404,363 | $404,363 |
| HOME DEPOT INC | $182,236 | $182,236 |
| WEC ENERGY GROUP INC | $71,038 | $71,038 |
| MORGAN STANLEY | $406,343 | $406,343 |
| UNITEDHEALTH GROUP INC | $144,362 | $144,362 |
| HONDA AUTO RECEIVABLES OWNER | $116,406 | $116,406 |
| TOYOTA MTR CR CORP | $66,045 | $66,045 |
| GM FINL AUTOMOBILE LEASING TR | $156,008 | $156,008 |
| HP ENTERPRISE CO | $80,590 | $80,590 |
| VOLKSWAGEN AUTO LEASE TR 2023A | $460,871 | $460,871 |
| HYUNDAI AUTO AR TR 2023C | $71,278 | $71,278 |
| AMERN EXPRESS CR ACCOUNT MASTE | $305,558 | $305,558 |
| GM FINL CONSUMER AUTOMOBILE | $156,388 | $156,388 |
| TOYOTA AUTO RECEIVABLES OWNER | $131,934 | $131,934 |
| HONDA AUTO RECEIVABLES OWNER T | $45,771 | $45,771 |
| HYUNDAI AUTO RECEIVABLES TR | $185,051 | $185,051 |
| JOHN DEERE OWNER TR 2022C | $162,061 | $162,061 |
| DISCOVER CARD EXECUTION NT TR | $241,224 | $241,224 |
| WORLD OMNI AUTO RECEIVABLES TR | $162,652 | $162,652 |
| NISSAN AUTO RECEIVABLES OWNER | $423,362 | $423,362 |
| GM FINL CONSUMER AUTOMOBILE | $150,136 | $150,136 |
| HYUNDAI AUTO RECEIVABLES TR22C | $256,997 | $256,997 |
| UBS GROUP AG | $407,776 | $407,776 |
| CANADIAN IMPERIAL BK | $223,151 | $223,151 |
| BK OF NOVA SCOTIA | $804,751 | $804,751 |
| ROYAL BK OF CANADA | $791,988 | $791,988 |
| TORONTO-DOMINION BK | $793,032 | $793,032 |
| BK OF MONTREAL | $605,199 | $605,199 |
| SUMITOMO MITSUI FINL GRP | $250,726 | $250,726 |
| JOHN DEERE CAP CORP | $1,849,024 | $1,849,024 |
| APPLE INC | $2,063,847 | $2,063,847 |
| UN PAC CORP | $1,082,350 | $1,082,350 |
| CANADIAN PAC RY | $1,671,635 | $1,671,635 |
| HCA INC | $1,252,232 | $1,252,232 |
| CAP ONE FINL CO | $1,834,633 | $1,834,633 |
| PHILLIPS 66 CO | $1,821,466 | $1,821,466 |
| WARNERMEDIA HOLDINGS INC | $1,809,163 | $1,809,163 |
| KENVUE INC | $1,753,034 | $1,753,034 |
| MOODY'S CORP | $1,795,464 | $1,795,464 |
| CVS HEALTH CORP | $1,780,644 | $1,780,644 |
| GEN DYNAMICS CORP | $1,814,423 | $1,814,423 |
| VERISIGN INC | $1,774,603 | $1,774,603 |
| ABBVIE INC | $1,807,479 | $1,807,479 |
| AVALONBAY COMMUNITIES | $1,820,080 | $1,820,080 |
| RLTY INCOME CORP | $1,782,759 | $1,782,759 |
| OCCIDENTAL PETRLM COR | $1,774,935 | $1,774,935 |
| AON GLOBAL LTD | $1,811,202 | $1,811,202 |
| AMGEN INC | $1,755,955 | $1,755,955 |
| BK OF NY MELLON CORP | $1,837,025 | $1,837,025 |
| ENERGY TRANSFER LP | $1,323,131 | $1,323,131 |
| T-MOBILE USA INC | $1,845,428 | $1,845,428 |
| GOLDMAN SACHS GROUP INC | $1,918,574 | $1,918,574 |
| GILEAD SCIENCES INC | $928,737 | $928,737 |
| ELEVANCE HEALTH INC | $1,844,309 | $1,844,309 |
| TAKE-TWO INTERACTIVE SOF | $1,769,633 | $1,769,633 |
| GLOBAL PAYMENTS INC | $1,446,580 | $1,446,580 |
| EXELON CORP | $1,799,878 | $1,799,878 |
| AUTOZONE INC | $1,004,309 | $1,004,309 |
| MORGAN STANLEY | $2,707,099 | $2,707,099 |
| TORONTO-DOMINION BK | $1,795,623 | $1,795,623 |
| AMERN TOWER CORP | $1,848,219 | $1,848,219 |
| PUB SVC ELEC | $1,823,226 | $1,823,226 |
| CITIGROUP INC | $1,764,454 | $1,764,454 |
| ECOLAB INC | $1,689,963 | $1,689,963 |
| CHARTER COMM OPT LLC/CAP | $1,773,146 | $1,773,146 |
| NETFLIX INC | $1,798,413 | $1,798,413 |
| DUKE ENERGY CAROLINAS | $1,325,445 | $1,325,445 |
| L3HARRIS TECH INC | $1,811,255 | $1,811,255 |
| BK OF AMER CORP | $2,928,454 | $2,928,454 |
| STARBUCKS CORP | $1,306,248 | $1,306,248 |
| MCDONALD'S CORP | $1,998,845 | $1,998,845 |
| LOWE'S COS INC | $850,724 | $850,724 |
| SHERWIN-WILLIAMS CO | $1,731,155 | $1,731,155 |
| BECTON DICKINSON AND CO | $1,703,709 | $1,703,709 |
| TRUIST FINL CORP | $1,133,344 | $1,133,344 |
| TWDC ENTERPRISES 18 CORP | $1,697,016 | $1,697,016 |
| WASTE MGMT INC | $2,051,653 | $2,051,653 |
| BROADCOM INC | $1,685,467 | $1,685,467 |
| INTUIT INC | $1,720,549 | $1,720,549 |
| BP CAP MARKETS PLC | $1,701,502 | $1,701,502 |
| TOYOTA MTR CR CORP | $1,151,881 | $1,151,881 |
| US BANCORP | $1,157,892 | $1,157,892 |
| CATERPILLAR FINL SVC | $945,511 | $945,511 |
| NUTRIEN LTD | $1,819,432 | $1,819,432 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,186,282 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,186,282 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $173,324 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $157,338 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| DIVIDENDS & INT. RECEIVABLE | $83,323 | $83,323 | |
| SECURITY DEPOSITS | $55,668 | $55,668 | $55,668 |
| OTHER RECEIVABLES | $7,139 | $7,139 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $267,238 | $0 | $0 | $284,290 |
| COMPUTER & EQUIPMENT | $146,353 | $0 | $0 | $87,185 |
| PAYROLL PROCESSING FEES | $70,744 | $0 | $0 | $70,699 |
| OFFICE SUPPLIES | $19,847 | $0 | $0 | $20,871 |
| NEWS & SUBSCRIPTIONS | $2,333 | $0 | $0 | $2,328 |
| BUS. LICENSES, FEES, PERMITS | $2,058 | $0 | $0 | $2,058 |
| MISCELLANEOUS EXPENSE | $1,947 | $0 | $0 | $0 |
| BANK FEES | $1,638 | $0 | $0 | $1,638 |
| NY STATE FILING FEES | $1,500 | $0 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $86,389 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $903,940 |
| ATI - FOREIGN EXCHNAGE DIFFERENCE | $12,498 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $16,928 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $650,038 | $0 | $0 | $650,038 |
| COMMUNICATIONS | $526,501 | $0 | $0 | $555,492 |
| PROFESSIONAL SERVICES | $337,142 | $0 | $0 | $343,578 |
| FUNDRAISING SERVICES | $216,000 | $0 | $0 | $180,000 |
| INVESTMENT MANAGEMENT FEES | $170,151 | $170,151 | $0 | $0 |
| DIRECT CHARITABLE ACTIVITIES | $150,000 | $0 | $0 | $150,000 |
| RECRUITING | $19,279 | $0 | $0 | $19,279 |
| CONSULTING FEES | $12,000 | $0 | $0 | $52,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $111,083 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $15,492 | $0 | $0 | $15,492 |
| WITHHOLDING TAX | $123 | $0 | $0 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRICULTURAL TRANSFORMATION INITIATIVE | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31009 AREA 11 PLOT 49 B | AddressLine1Txt |
| City | LILONGWE | CityNm |
| Country | MI | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Desc | CASH CONTRIBUTION. THIS ENTITY IS NOT AN EXCESS BUSINESS HOLDING. | Desc |
| Amt | $1,726,761 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,726,761 | TotalAmt |