GILES W & ELISE G MEAD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GILES W & ELISE G MEAD FOUNDATION (EIN 95-6040921)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-15
- IRS object ID
- 202220749349100117
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-15T12:26:16-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956040921 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILES W & ELISE G MEAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILE | BusinessNameControlTxt |
| Phone | 2062573587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 FAIRVIEW AVENUE EAST NO 200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALDER M MACKAY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2062000384 | PhoneNum |
| Signature | 2022-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CALDER | PersonFirstNm |
| Person Last | MACKAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254541919 | PhoneNum |
| Preparation | 2022-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,500,639 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $515,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $515,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $984,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,138,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $984,378 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,499,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,499,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,541 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,865 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,050 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,505 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,408 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $783,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,045,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $931,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,099,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $568,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,432,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,862,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,862,706 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,370,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,926,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,926,226 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,425,373 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,710,785 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,710,785 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $51,132 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $821 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $821 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,457 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,356 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $101 | LandBOYAmt |
| Land EOY | $101 | LandEOYAmt |
| Land EOYFMV | $101 | LandEOYFMVAmt |
| Total Assets BOY | $19,898,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,500,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,500,639 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,097 | AccountsPayableEOYAmt |
| Grants Payable BOY | $312,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $312,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,097 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,547,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,547,958 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,037,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,898,584 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,585,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,446,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,898,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,500,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,585,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $568,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,292,714 | OtherIncreasesAmt |
| Subtotal | $24,446,542 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,446,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-11-01 | 2021-10-31 | $298,154 | $298,154 | $298,154 | |
| MARKETABLE SECURITIES | 2020-11-01 | 2021-10-31 | $5,839,866 | $776,015 | $776,015 | $5,063,851 | |
| L-R GLOBAL FUND | P | 2012-10-31 | 2021-10-31 | -$89,791 | -$89,791 | $89,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $984,378 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,410 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GILESWMEADFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | COLUMBIA PACIFIC WEALTH MANAGEMENT | IndividualWithBooksNm |
| Phone | 2062573587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 FAIRVIEW AVENUE EAST SUITE 200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GILES W MEAD | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PARRY MEAD MURRAY | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| RICHARD N MACKAY | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| CALDER M MACKAY | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | CFO/TREASURER | 3.00 | $0 | $0 | $0 |
| KATHERINE CONE KECK | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,161,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $762,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $821 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,924,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,924,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,566,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,178,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,178,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,910 | TotalTaxAmt |
| Distributable Before Adj | $1,158,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,158,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,158,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,099,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,099,518 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,099,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,158,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $53,569 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $53,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,099,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,099,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,569 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,569 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,304 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN SKEEN CO GILES W AND ELISE G | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 FAIRVIEW AVE N 200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2062573587 | RecipientPhoneNum |
| Recipient Email Address | MEADGROUP@COLUMBIAPACIFICWM.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FORM IS ACCESSIBLE ONLINE VIA FOUNDANT: HTTPS://WWW.GRANTINTERFACE.COM/HOME/LOGON?URLKEY=MEAD INFORMATION REQUIRED TO SUBMIT AN APPLICATION: - PROJECT NAME, BUDGET, START AND END DATE AND NARRATIVE - COPY OF IRS QUALIFIED TAX EXEMPT LETTER - ORGANIZATION FISCAL YEAR START AND END DATE AND NARRATIVE - 990 FORM - FINANCIAL STATEMENTS - SIGNATURE FROM A SENIOR OFFICER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR SPRING GRANT CYCLE: MARCH 1ST; FOR FALL GRANT CYCLE: AUGUST 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS BUT PROGRAMMATIC AREAS TEND TO FOCUS ON ENVIRONMENTAL, SCIENTIFIC, OR EDUCATIONAL PROGRAMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDEA MUSEUM | |||||||||||||
| 150 W PEPPER PLACE | MESA | AZ | 85201 | N/A | PC: 509(A)(1) OR (A) | SUPPORT OF THE MEAD FOUNDATION WILL HELP ENSURE THE EARLY CHILDHOOD PROGRAMMING REMAINS STRONG SO THAT YOUNG CHILDREN GAIN THE SKILLS AND SUPPORT THEY NEED FOR A SUCCESSFUL FUTURE, AND SO THAT FURTHER NECESSARY PROGRAM GROWTH AND EXPANSION CAN OCCUR WHEN THE CAPITAL IMPROVEMENTS BEGIN THREE TO FOUR YEARS FROM NOW. | $50,000 | ||||||
| SUSCOL INTERTRIBAL COUNCIL | |||||||||||||
| PO BOX 5386 575-LINCOLN AVE 215 | NAPA | CA | 94581 | N/A | PC: 509(A)(1) OR (A) | THE SUSKOL HOUSE PROJECT EXISTS TO CREATE A SAFE RETREAT FOR INDIGENOUS TRIBES AS WELL AS DESCENDANTS OF NATIVE AMERICANS IN NAPA COUNTY, CALIFORNIA. THIS PROJECT IS ENVISIONED AS AN EFFORT TO PROMOTE HEALING FROM THE TRAUMA COLONIALIZATION AND DISPLACEMENT CAUSED TO INDIGENOUS PEOPLE. MEAD FOUNDATION FUNDS WOULD BE USED TOWARD THE BUILDINGS WINDOWS AND DOORS. | $25,000 | ||||||
| CHILDREN'S MUSEUM OF DENVER | |||||||||||||
| 2121 CHILDRENS MUSEUM DRIVE | DENVER | CO | 80211 | N/A | PC: 509(A)(1) OR (A) | THE MUSEUM SEEKS FUNDING TO SUPPORT SPECIFIC KEY EXHIBIT COMPONENTS FOR THE UPCOMING EXHIBIT, BLOOM: A PLAYFUL SPACE FOR EARLY LEARNING. BLOOM WILL PROVIDE A STATE-OF-THE-ART INFORMAL LEARNING ENVIRONMENT FOR YOUNG CHILDREN AND THEIR ADULT CAREGIVERS. | $75,000 | ||||||
| WATERSHED WATCH SALMON SOCIETY | |||||||||||||
| N/A | NC | THIS PROJECT ADDRESSES MULTIPLE PROBLEMS ARISING FROM FLOODING DUE TO CLEAR-CUT LOGGING IN WATERSHEDS THROUGHOUT BRITISH COLUMBIA: NAMELY, SEDIMENTATION OF FISH-BEARING WATERWAYS, DAMAGE TO COMMUNITY INFRASTRUCTURE AND PROPERTY, AND CONTAMINATION OF COMMUNITY DRINKING WATER. MEAD FOUNDATION GRANT FUNDS WILL SUPPORT THIS CRITICAL WORK. | $40,000 | MAILBOX 75 210-128 WEST HASTING | STREET | VANCOUVER | BRITISH COLUMBIA | CA | VGB1GB | ||||
| CHILD CRISIS ARIZONA | |||||||||||||
| 817 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | N/A | PC: 509(A)(1) OR (A) | CRISIS ARIZONA PROPOSES THE CREATION OF A CHILD AND FAMILY WELLNESS CENTER TO EXPAND PROGRAM SERVICES TO LOW-INCOME CHILDREN AND FAMILIES WHILE PROVIDING SYNERGISTIC OFFICE SPACE FOR STAFF. FUNDING WOULD CONTRIBUTE TO BUILDING WITH NAMING OF THE COMMUNITY ROOM TO HOST EVENTS FOR CHILDREN, TEENS, ADULTS, AND FAMILIES. | $50,000 | ||||||
| ANIMAL LEGAL DEFENSE FUND | |||||||||||||
| 525 EAST COTATI AVE | COTATI | CA | 94931 | N/A | PC: 509(A)(1) OR (A) | THE JUSTICE SYSTEM HAS BEEN INEFFECTIVE IN KEEPING ANIMAL VICTIMS SAFE AND DECREASING CRIME REPETITION.ALDF WILL BE CO-CREATING AND CO-LEADING A COLLEGE LEVEL COURSE THAT WILL PROVIDE PROFESSIONALS WITH THE TOOLSNEEDED TO ADDRESS THIS PROBLEM. | $50,000 | ||||||
| BOWERS MUSEUM | |||||||||||||
| 2002 NORTH MAIN STREET | SANTA ANA | CA | 92706 | N/A | PC: 509(A)(1) OR (A) | REQUESTING FUNDING FOR CREATION OF 11 VIRTUAL TOURS. THE GRANT WOULD PAY FOR NARRATION, PRODUCTION,VIDEOGRAPHY, RESEARCH, SCRIPTS, AUDIO/VISUAL LICENSING. THEN, WE WOULD MAKE THEM AVAILABLE AT NO COST TOEVERYONE WORLDWIDE THROUGH OUR WEBSITE. | $50,000 | ||||||
| BRAILLE INSTITUTE OF AMERICA INC | |||||||||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | N/A | PC: 509(A)(1) OR (A) | BRAILLE INSTITUTES ORIENTATION & MOBILITY PROGRAM TEACHES ADULTS WITH A VISUAL IMPAIRMENT THE NAVIGATIONSKILLS AND ADAPTIVE TECHNIQUES THEY NEED TO REMAIN PHYSICALLY ACTIVE AND INDEPENDENT. | $25,000 | ||||||
| SOUTHWEST WILDLIFE CONSERVATION CENTER | |||||||||||||
| 8711 E PINNACLE PEAK RDPMB 115 | SCOTTSDALE | AZ | 85255 | N/A | PC: 509(A)(1) OR (A) | THIS PROJECT PROVIDES 25 TWO-WAY RADIOS TO IMPROVE STAFF AND VOLUNTEER COMMUNICATION AND COORDINATIONON SITE, AND TWO UTILITY VEHICLES TO INCREASE PRODUCTIVITY. MEAD FOUNDATION FUNDS WOULD BE ALLOCATED TOPURCHASE THESE OPERATING ENHANCEMENTS. | $34,000 | ||||||
| THE HUNTINGTON LIBRARY | |||||||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | PC: 509(A)(1) OR (A) | DR. KELSEY IS TRANSLATING AND TRANSCRIBING THE VOYAGE OF RUY LOPEZ DE VILLALOBOS, AN ANONYMOUS ANDUNPUBLISHED MANUSCRIPT IN THE BRITISH LIBRARY. THIS YEAR, DR. KELSEY WILL PURSUE PUBLICATION PLANS FOR HISTRANSLATION AND REVISE HIS PREVIOUS BOOK. | $39,000 | ||||||
| NATIONAL MILITARY FAMILY ASSOCIATION | |||||||||||||
| 2800 EISENHOWER AVE SUITE 250 | ALEXANDRIA | VA | 22314 | N/A | PC: 509(A)(1) OR (A) | OPERATION PURPLE FAMILY RETREATS BRING MILITARY FAMILIES TO CAMPS TO SPEND TIME RECONNECTING AFTER ADEPLOYMENT, SEPARATION, OR TRANSITION. MEAD FOUNDATION SUPPORT WILL PROVIDE FUNDING FOR A COMBINATIONOF OPFR WEEKENDS AND ONE-DAY EXPERIENCES. | $200,000 | ||||||
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC: 509(A)(1) OR (A) | THE PROJECT GOAL IS TO TRANSFORM THE HOSPITAL EXPERIENCE BY CONNECTING PEOPLE WITH THE POWER OF THE ARTS.THE MEAD FOUNDATION GRANT FUNDING WILL PROVIDE SEED MONEY TOWARDS A $250,000 HEALING THROUGH THEARTS ENDOWMENT. | $25,000 | ||||||
| ARIZONA MUSEUM OF NATURAL HISTORY | |||||||||||||
| 53 N MACDONALD | MESA | AZ | 85201 | N/A | PC: 509(A)(1) OR (A) | AZMNH REQUESTS $30,000 FOR A TEMPORARY COLLECTIONS HIRE TO ANALYZE THE RIVERVIEW COLLECTION, FURTHERINGKNOWLEDGE OF LOCAL PREHISTORY. WE REQUEST AN ADDITIONAL $30,000 TO COMMUNICATE THAT KNOWLEDGE THROUGHUPDATES OF THE SOUTHWEST CULTURES EXHIBIT. | $70,000 | ||||||
| INSTITUTE FOR INVESTIGATIVE JOURNALISM | |||||||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | N/A | PC: 509(A)(1) OR (A) | TO HAVE AND HAVE NOT, WATER INEQUALITY AND THE PEOPLE LEFT BEHIND | $50,000 | ||||||
| POINT BLUE CONSERVATION SCIENCE | |||||||||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 95954 | N/A | PC: 509(A)(1) OR (A) | SUSTAIN POINT BLUES WORK ON THE FARALLON ISLANDS AND IN THE GREATER FARALLONES NATIONAL MARINE SANCTUARY | $50,000 | ||||||
| WESTERN RIVERS CONSERVANCY | |||||||||||||
| 71 SW OAK STREET SUITE 100 | PORTLAND | OR | 97204 | N/A | PC: 509(A)(1) OR (A) | ESTABLISH AND EXPAND MAJOR SANCTUARIES FOR BIODIVERSITY IN THE KLAMATH BASIN. | $37,500 | ||||||
| SEVA FOUNDATION | |||||||||||||
| 1786 FIFTH STREET | BERKELEY | CA | 94710 | N/A | PC: 509(A)(1) OR (A) | FOR THEIR PROJECT CALLED "ELIMINATING AVOIDABLE BLINDNESS, CREATING ACCESS TO EYE CARE" | $75,000 | ||||||
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||||||||
| 266 WOODS HOLE ROAD WHOI MS40 | WOODS HOLE | MA | 02543 | N/A | PC: 509(A)(1) OR (A) | GIRLS IN SCIENCE (GIS) PROGRAM ON CAPE COD | $100,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,045,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD CRISIS ARIZONA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 N COUNTRY CLUB DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC: 509(A)(1) OR (A) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CRISIS ARIZONA PROPOSES THE CREATION OF A CHILD AND FAMILY WELLNESS CENTER TO EXPAND PROGRAM SERVICES TO LOW-INCOME CHILDREN AND FAMILIES WHILE PROVIDING SYNERGISTIC OFFICE SPACE FOR STAFF. FUNDING WOULD CONTRIBUTE TO BUILDING WITH NAMING OF THE COMMUNITY ROOM TO HOST EVENTS FOR CHILDREN, TEENS, ADULTS, AND FAMILIES. | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $515,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,023,858 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,539,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,539,423 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $55,405 | Amt |
| Net Investment Income | $5,541 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,865 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE SWEETGRASS FOUNDATION | ||||||||||||||||
| 3290 NORTHSIDE PARKWAY SUITE 950 | ATLANTA | GA | 30327 | 2019-04-23 | $10,000 | FURTHER DISBURSEMENT OF $10,000 TO BUILD A PLAYGROUND FOR CHILDREN. THIS GRANT WENT DIRECTLY TO THE MOM FOUNDATION NEPAL, PO BOX 3892, KATHMANDU, NEPAL. | $10,000 | NONE | 3/3/20, 2/18/21 (FINAL) | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE. | ||||||
| WATERSHED WATCH SALMON SOCIETY | ||||||||||||||||
| 2021-05-12 | $40,000 | THIS PROJECT ADDRESSES MULTIPLE PROBLEMS ARISING FROM FLOODING DUE TO CLEAR-CUT LOGGING IN WATERSHEDS THROUGHOUT BRITISH COLUMBIA: NAMELY, SEDIMENTATION OF FISH-BEARING WATERWAYS, DAMAGE TO COMMUNITY INFRASTRUCTURE AND PROPERTY, AND CONTAMINATION OF COMMUNITY DRINKING WATER. MEAD FOUNDATION GRANT FUNDS WILL SUPPORT THIS CRITICAL WORK. | $0 | NONE | N/A | MAILBOX 75 210-128 WEST HASTING | STREET | VANCOUVER | BRITISH COLUMBIA | CA | VGB1GB | |||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FUND | $2,354,896 | $2,354,896 |
| METROPOLITAN WEST | $594,227 | $594,227 |
| BRANDYWINEGLOBAL GLBL | $761,662 | $761,662 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAUSEWAY INTERNATIONAL | $1,615,380 | $1,615,380 |
| DODGE & COX STOCK FUND | $2,036,337 | $2,036,337 |
| LAZARD EMRG MKTS EQTY | $1,092,380 | $1,092,380 |
| PIMCO COMMODITY REAL | $273,973 | $273,973 |
| VAN ECK GLOBAL HARD | $601,322 | $601,322 |
| VANGUARD 500 INDEX FD | $4,159,828 | $4,159,828 |
| BMO PYRFORD INTL | $760,280 | $760,280 |
| PRINCIPAL DIVERSIFIED | $1,073,373 | $1,073,373 |
| ISHARES MSCI EMERGING | $1,120,749 | $1,120,749 |
| VANGUARD MID CAP VALUE | $823,788 | $823,788 |
| VANGUARD RUSSELL 2000 | $867,218 | $867,218 |
| AMERICAN FD EUROPAC | $1,887,838 | $1,887,838 |
| ISHARES RUSSELL 2500 | $1,613,760 | $1,613,760 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OIL LEASES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $821 | BookValueAmt |
| EOYFMV | $821 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $375 | $0 | $375 |
| INSURANCE | $2,295 | $0 | $2,295 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,292,714 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $43,002 | Amt |
| Net Investment Income | $43,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $23,065 | $0 | $0 |
| STATE TAXES | $75 | $0 | $75 |
| FOREIGN TAXES | $19,050 | $19,050 | $0 |