NUFFIELD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NUFFIELD FOUNDATION (EIN 98-6001638)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-08-02
- IRS object ID
- 202222149349100512
- 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
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-02T11:57:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 986001638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUFFIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUFF | BusinessNameControlTxt |
| Phone | 2076819609 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ST JOHN STREET | AddressLine1Txt |
| City | LONDON | CityNm |
| Province Or State | FC | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | EC1M 4EH | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BROOKE TURNER | PersonNm |
| Person Title | INVESTMENT DIRECTOR | PersonTitleTxt |
| Foreign Phone | 2076819609 | ForeignPhoneNum |
| Signature | 2022-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | BROOKE TURNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH AVERY | PreparerPersonNm |
| PTIN | P01470673 | PTIN |
| Phone | 9739293500 | PhoneNum |
| Preparation | 2022-08-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Foreign Organization | Yes (X) | ForeignOrganizationInd |
| Foreign Org Meeting85 Pct Test | Yes (X) | ForeignOrgMeeting85PctTestInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $651,406,303 | 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 | $1,954,256 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,199,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,515,336 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $883,404 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,037,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,515,336 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $131,656 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,455,435 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $513,405 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $139,281 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,551,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $350,923 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $53,986 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $344,567 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,991,721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,593,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,428,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,428,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,022,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,984,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,515,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $544,101 | CashBOYAmt |
| Cash EOY | $2,319,993 | CashEOYAmt |
| Cash EOYFMV | $2,319,993 | CashEOYFMVAmt |
| Acct Rcvbl | $2,370,542 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,292,690 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,370,542 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,370,542 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $322,120 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $290,150 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $290,150 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $579,552,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,241,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $637,241,170 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,184,448 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $7,171,983 | LandBOYAmt |
| Land EOY | $9,184,448 | LandEOYAmt |
| Land EOYFMV | $9,184,448 | LandEOYFMVAmt |
| Total Assets BOY | $588,883,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $651,406,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $651,406,303 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $971,675 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,116,754 | AccountsPayableEOYAmt |
| Grants Payable BOY | $43,490,251 | GrantsPayableBOYAmt |
| Grants Payable EOY | $46,912,132 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $44,461,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,028,886 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $544,421,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $602,377,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $544,421,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $602,377,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,883,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $651,406,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $544,421,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,984,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $82,940,834 | OtherIncreasesAmt |
| Subtotal | $602,377,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $602,377,417 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $64,615 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $64,615 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,002 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $4,002 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NUFFIELDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE NUFFIELD FOUNDATION | IndividualWithBooksNm |
| Phone | 2076819609 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ST JOHN STREET | AddressLine1Txt |
| City | LONDON | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | EC1M 4EH | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SIR KEITH BURNETT | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | CHAIRMAN | 2.00 | $22,049 | $0 | $0 |
| PROF J BANKS | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $15,050 | $0 | $0 |
| DAME C BOWE | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $15,050 | $0 | $0 |
| LORD KREBS | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $15,050 | $0 | $0 |
| PROF TERRIE MOFFITT | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $15,050 | $0 | $0 |
| SIR ERNEST RYDER | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $15,050 | $0 | $0 |
| PROF ANNA VIGNOLES | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $15,050 | $0 | $0 |
| PROF ASH AMIN | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $5,012 | $0 | $0 |
| PROF ANN PHOENIX | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $5,012 | $0 | $0 |
| JOHN PULLINGER | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | TRUSTEE | 2.00 | $5,012 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TIM GARDAM | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | CEO | 35.00 | $202,404 | $0 | $0 |
| CARLY KIND | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | DIRECTOR ADA LOVELAC | 35.00 | $167,725 | $20,188 | $0 |
| JOSH HILLMAN | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | DIRECTOR OF EDUCATIO | 35.00 | $132,497 | $16,313 | $0 |
| HUGH WHITTALL | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | DIRECTOR OF BIOETHIC | 35.00 | $132,497 | $15,563 | $0 |
| MARK FRANKS | ||||||||
| 100 ST JOHN STREET | LONDON | UK | EC1M 4EH | DIRECTOR OF WELFARE | 35.00 | $128,955 | $16,313 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 39 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PELDON ROSE LIMITED | |||||
| STERLING HOUSE 42 WORPLE ROAD | LONDON | UK | SW19 4EQ | OFFICE DESIGN SERVICES FOR NEW OFFICE | $1,327,744 |
| NORTHERN TRUST | |||||
| 50 BANK STREET CANARY WHARF | LONDON | UK | E14 5NT | CUSTODIAN FEES | $700,855 |
| CAMBRIDGE ASSOCIATES | |||||
| 80 VICTORIA ST CARDINAL PLACE | LONDON | UK | SW1E 5JL | INVESTMENT CONSULTANTS | $685,793 |
| SONDER COMMUNICATIONS LTD | |||||
| BANK GALLERY 13 HIGH STREET | WARWICKSHIRE | UK | CV8 1LY | PUBLIC RELATIONS (FJO) | $207,979 |
| PTS CONSULTING PARTNERS LLC | |||||
| 7TH FLOOR DAWSON HOUSE 5 JEWRY ST | LONDON | UK | EC3N 2EX | TECHNOLOGY DESIGN AND SET UP AT NEW OFFICE | $141,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PART XV IS NOT REQUIRED TO BE COMPLETED - PER FORM 990-PF INSTRUCTIONS | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ST JOHN STREET | AddressLine1Txt |
| City | LONDON | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | EC1M 4EH | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $18,428,374 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,428,374 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,199,542 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $51,557 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $831,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $51,557 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,031,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,082,946 | 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 | $61,554 | Amt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOREIGN FOUNDATION - NO STATE FILING OBLIGATION | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FOREIGN ORGANIZATIONS 85% TEST | PAGE 1 PART D2 | THE FOUNDATION IS A CHARITY REGISTERED IN ENGLAND AND WALES, NUMBER 206601 AND WAS ESTABLISHED IN 1943 BY WILLIAM MORRIS, LORD NUFFIELD, THE FOUNDER OF MORRIS MOTORS.SINCE ITS CREATION, THE FOUNDATION HAS RECEIVED AT LEAST 85% OF ITS SUPPORT FROM SOURCES OUTSIDE THE UNITED STATES, WITHIN THE MEANING OF TREASURY REGULATION SECTION 53.4948-1(B), AS CALCULATED:SUPPORT FROM US SOURCES: 0SUPPORT FROM NON US SOURCES: 1,954,256TOTAL SUPPORT FROM US AND NON US SOURCES: 1,954,256PERCENTAGE OF NON US SUPPORT: 100 |
| FOREIGN BANK ACCOUNT | FORM 990PF PART VII-A LINE 16 | AS A FOREIGN ENTITY, THE FOUNDATION HAS AN INTEREST IN FINANCIAL ACCOUNTS IN A FOREIGN COUNTRY BUT HAS NO FOREIGN BANK ACCOUNT REPORTING OBLIGATION. |
| COMPENSATION OF FIVE HIGHEST-PAID EMPLOYEES | FORM 990PF PART VIII LINE 2 | THE FOUNDATION HAS COMPENSATED STAFF IN THE UNITED KINGDOM BUT THERE ARE NO OPERATIONS OR EMPLOYEES IN THE UNITED STATES. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $637,241,170 | BookValueAmt |
| EOYFMV | $637,241,170 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $139,281 | LegalFeesAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE COSTS | $3,586,214 | $0 | $0 |
| OTHER EXPENSES | $405,507 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $831,847 | $0 |
| UNRELATED BUSINESS INCOME (REPORTED ON FORM 990-T) | $2,902 | $0 |
| UNRELATED BUSINESS INCOME (REPORTED ON FORM 990-T) | $48,655 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT AND OTHER UNREALIZED GAINS | $64,600,333 |
| TRANSLATION ADJUSTMENT | $18,340,501 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,551,220 | Amt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WE ARE AWARE OF THE TAXPAYER FIRST ACT REQUIRING FORM 990 TO BE FILED ELECTRONICALLY. USING NORMAL BUSINESS CARE, WE MADE NUMEROUS ATTEMPTS TO ELECTRONICALLY FILE THE 2020 FORM 990PF BY THE NOVEMBER 15, 2021 FILING DEADLINE. WE WERE UNABLE TO CLEAR THE E-FILE DIAGNOSTICS. ACCORDINGLY, THE RETURN WAS PAPER FILED IN ORDER TO AVOID BEING FILED LATE. UPON RECEIPT OF THE RETURN REJECTION FROM THE IRS, WE ATTEMPTED TO E-FILE AGAIN AND IT WAS REJECTED. SUBSEQUENT CALLS WITH THE IRS CORRECTED THE E-FILE REJECTION. THE SOFTWARE PROVIDER, WOLTERS KLUWER, ONLY ALLOWS SPECIFIC PDF ATTACHMENTS WHEN E-FILING AND FORMS 1042-S ARE NOT ALLOWABLE ATTACHMENTS. WE THEN CONTACTED THE SOFTWARE PROVIDER, WOLTERS KLUWER, TO PROVIDE AN OVERRIDE CODE TO ATTACH THE FORMS 1042-S, WHICH CAN ONLY BE USED ON THE DAY IT IS PROVIDED. ACCORDINGLY, THE RETURN IS BEING E-FILED ON AUGUST 2, 2022. THE LATE FILING WAS NOT INTENTIONAL AND THE TAX PREPARERS WILL CONTINUE TO WORK WITH THE SOFTWARE PROVIDER TO ENSURE FUTURE RETURNS ARE E-FILED ON A TIMELY BASIS. | ExplanationTxt |