THE JOHN MERCK FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN MERCK FUND (EIN 23-7082558)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-10
- IRS object ID
- 202222839349100222
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-10T14:14:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237082558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN MERCK FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6175564120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY STOCKFORD | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6175564120 | PhoneNum |
| Signature | 2022-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | STOCKFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-10-06 | 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 | 2021 | 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 | $2,665,462 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $3,431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,431 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,208,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,545,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,208,817 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,749 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,063 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,331,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,304,032 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $420,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $420,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $95,372 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,372 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,003 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,003 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,997 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,997 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,073 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $143,442 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $56 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $56 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $86,403 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,403 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,167 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,297 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,870 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $951,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $917,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,020,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,020,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,972,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,938,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,640,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,274,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,650,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,506,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,506,215 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $863,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,731,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,133,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,133,416 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,831 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,831 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,250,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,665,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,665,462 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,432 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,915 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,915 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,248,780 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,652,547 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,248,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,652,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,250,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,665,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,248,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,640,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,608,002 | SubtotalAmt |
| Other Decreases | $955,455 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,652,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $851,664 | $316,544 | $535,120 | $535,120 |
| FARALLON CAPITAL F5 INVESTORS I, LP | P | $693,576 | $693,576 | $693,576 | |
| THROUGH JMF LIQUIDATING COMPANY LLC K-1 | P | -$21,290 | -$21,290 | ||
| THROUGH FARALLON CAPITAL F5 INVESTORS I, LP K-1 | P | $0 | $0 | ||
| THROUGH WINDSAIL CAPITAL K-1 | P | $1,411 | $1,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,208,817 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,722 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,722 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,876 | 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 | $10,876 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $6,861 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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.JMFUND.ORG | WebsiteAddressTxt |
| Individual With Books | NANCY STOCKFORD | IndividualWithBooksNm |
| Phone | 6175564120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 888 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OLIVIA H FARR | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ROBERT H GARDINER | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| FRANCIS W HATCH III | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE/CHAIR | 5.00 | $0 | $0 | $0 |
| GEORGE HATCH | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| RUTH HENNIG | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ROGER MCFADDEN | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| FREDERICA PERERA | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| WILLIAM ROBERTS | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ANNE STETSON | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE/TREASURER | 2.50 | $0 | $0 | $0 |
| SERENA WHITRIDGE | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| CHRISTINE JAMES | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | SECRETARY/EXECUTIVE DIRECTOR | 35.00 | $225,000 | $37,681 | $0 |
| NANCY STOCKFORD - DIR OF OPERATIONS | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | ASSISTANT TREASURER | 35.00 | $195,000 | $34,681 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAREN RUTH HARRIS | |||||
| 534 HAWK PINE ROAD | NORWICH | VT | 05055 | PROGRAM CONSULTING | $107,863 |
| PKF O'CONNOR DAVIES LLP | |||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | ACCOUNTING SERVICES | $53,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,084,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,781,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,885,424 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,885,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,782,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,722 | TotalTaxAmt |
| Distributable Before Adj | $321,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $27,686 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $349,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $349,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,938,434 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,938,434 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,733,636 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,294,132 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,548,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,761,852 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,235,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,573,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,938,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $349,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,589,363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,162,953 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,733,636 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,429,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,294,132 | ExcessFromYear4Amt |
| Excess From Year3 | $9,548,249 | ExcessFromYear3Amt |
| Excess From Year2 | $9,761,852 | ExcessFromYear2Amt |
| Excess From Year1 | $11,235,721 | ExcessFromYear1Amt |
| Excess From Current Year | $6,589,363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADIA CENTER | ||||||||||||
| PO BOX 583 8 SUMMER STREET | ROCKPORT | ME | 048560583 | N/A | PC | TO ACCELERATE IMPLEMENTATION OF CLEAN ENERGY AND CLIMATE MANDATES IN NEW ENGLAND. | $160,000 | |||||
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | ||||||||||||
| 2201 WASHINGTON STREET SUITE 303 | ROXBURY | MA | 02119 | N/A | PC | TO BUILD THE MOVEMENT FOR ENVIRONMENTAL JUSTICE BY LINKING LAWYERS, SCIENTISTS, COMMUNITY ORGANIZERS, AND OTHERS WITH COMMUNITY, FAITH, AND MUNICIPAL LEADERS IN ENVIRONMENTAL JUSTICE COMMUNITIES. | $50,000 | |||||
| ARTISTS FOR HUMANITY | ||||||||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | N/A | PC | TO PROVIDE GENERAL SUPPORT. | $2,375 | |||||
| CARL BRADEN MEMORIAL CENTER | ||||||||||||
| 4403 VIRGINIA AVE | LOUISVILLE | KY | 40211 | N/A | PC | TO ENABLE RUBBERTOWN EMERGENCY ACTION TO FIGHT TO STOP TOXIC POLLUTION; PROTECT LOUISVILLE RESIDENTS IN THE EVENT OF A LEAK, FIRE, OR EXPLOSION IN CHEMICAL PLANTS OR RAILCARS; AND PROVIDE FULL DISCLOSURE AND EASY ACCESS TO INFORMATION CONCERNING THE IMPACTS OF INDUSTRIAL ACTIVITIES IN RUBBERTOWN ON RESIDENTS LIVING NEARBY. | $25,000 | |||||
| CENTER FOR LATINO PROGRESSCT PUERTO RICAN FORUM | ||||||||||||
| 95 PARK STREET 2ND FLOOR | HARTFORD | CT | 06106 | N/A | PC | TO BUILD THE CAPACITY OF GRASSROOTS ORGANIZATIONS IN CONNECTICUT TO TACKLE AIR POLLUTION AND CARBON EMISSIONS FROM THE TRANSPORTATION SECTOR, AND SUPPORT TRANSITION TO SAFE, ENVIRONMENTALLY SUSTAINABLE, EQUITABLE, AND RELIABLE MODES OF TRANSPORTATION. | $25,000 | |||||
| CENTER FOR RURAL AFFAIRS | ||||||||||||
| 110 MARYLAND AVENUE NE SUITE 209 | WASHINGTON | DC | 20002 | N/A | PC | TO ENABLE THE NATIONAL SUSTAINABLE AGRICULTURE COALITION TO CREATE AN EMPOWERED COHORT OF NORTHEAST REGIONAL SUSTAINABLE FARM AND FOOD STAKEHOLDERS AND BUILD A MORE SUSTAINABLE, EQUITABLE FOOD SYSTEM IN THE NORTHEAST. | $25,000 | |||||
| CERES | ||||||||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | N/A | PC | TO DEPLOY BUSINESS AND INVESTOR LEADERS IN NEW ENGLAND TO ADVANCE AND DEFEND STATE AND REGIONAL CLIMATE AND CLEAN TRANSPORTATION POLICIES. | $50,000 | |||||
| CLEAN ENERGY NEW HAMPSHIRE | ||||||||||||
| 14 DIXON AVENUE SUITE 202 | CONCORD | NH | 03301 | N/A | PC | TO ADVANCE THE GRANITE STATES TRANSITION TO A CLEAN ENERGY ECONOMY. | $35,000 | |||||
| CLEAN PRODUCTION ACTION | ||||||||||||
| 1310 BROADWAY SUITE 101 | SOMERVILLE | MA | 02144 | N/A | PC | TO ELIMINATE TOXIC CHEMICALS AND REPLACE THEM WITH SAFER ALTERNATIVES, THEREBY ENHANCING THE HEALTH OF ALL PEOPLE, ESPECIALLY THE MOST VULNERABLE POPULATIONS, AND THE PLANET. | $90,000 | |||||
| CLEAN PRODUCTION ACTION | ||||||||||||
| 1310 BROADWAY SUITE 101 | SOMERVILLE | MA | 02144 | N/A | PC | TO LEVERAGE ORGANIZATIONAL METRICS AND DISCLOSURE TO CREATE A GLOBAL CHEMICAL AND MATERIALS ECONOMY THAT IS HEALTHY FOR PEOPLE AND THE PLANET. | $100,000 | |||||
| CLEAN WATER FUND | ||||||||||||
| 1444 EYE STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | TO SUPPORT A STATEWIDE GRASSROOTS CAMPAIGN TO REDUCE GLOBAL WARMING POLLUTION TO ZERO WHILE ADVANCING CLIMATE JUSTICE. | $50,000 | |||||
| COMING CLEAN | ||||||||||||
| 28 VERNON STREET SUITE 434 | BRATTLEBORO | VT | 05301 | N/A | PC | TO ACHIEVE PUBLIC AND CORPORATE/MARKET POLICIES ON TOXIC CHEMICALS THAT ADVANCE ENVIRONMENTAL HEALTH AND ECONOMIC AND ENVIRONMENTAL JUSTICE. | $195,000 | |||||
| COMING CLEAN | ||||||||||||
| 28 VERNON STREET SUITE 434 | BRATTLEBORO | VT | 05301 | N/A | PC | TO SUPPORT COMMUNITY-BASED ORGANIZING AND ACTIVITIES IN MOSSVILLE, LOUISIANA, WHERE THERE ARE FOURTEEN CHEMICAL FACILITIES IN CLOSE VICINITY AND THE SOIL, AIR, AND GROUNDWATER BEAR LEGACY POLLUTANTS. | $25,000 | |||||
| COMMONWEALTH KITCHEN | ||||||||||||
| 196 QUINCY STREET | DORCHESTER | MA | 02121 | N/A | PC | TO ADVANCE BUILDING PURCHASE AND CONTINUING MARKET DEVELOPMENT INITIATIVES TO DRIVE MORE LOCAL, DIVERSE PROCUREMENT AND CONTRACTS FROM FOOD SERVICE OPERATIONS. | $45,000 | |||||
| COMMUNITY ACTION WORKS | ||||||||||||
| 294 WASHINGTON STREET SUITE | BOSTON | MA | 02108 | N/A | PC | TO CLOSE AND REDEVELOP NEW ENGLANDS REMAINING COAL-FIRED POWER PLANTS, PREVENT BUILDOUT OF NATURAL GAS INFRASTRUCTURE, AND MOBILIZE GRASSROOTS SUPPORT FOR CLEAN ENERGY. | $75,000 | 500BOSTON MA 02108 | ||||
| COMMUNITY IN-POWER AND DEVELOPMENT ASSOCIATION | ||||||||||||
| 910 COLORADO AVENUE | PORT ARTHUR | TX | 77642 | N/A | PC | TO EMPOWER RESIDENTS IN LOW-INCOME COMMUNITIES IN PORT ARTHUR, TEXAS, HELPING THEM TAKE ACTION AGAINST THE NEIGHBORING CHEMICAL MANUFACTURERS, REFINERIES, AND INCINERATORS. | $25,000 | |||||
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | N/A | PC | TO ENSURE THAT CONNECTICUT SETS AND ACHIEVES STRONG CLIMATE AND CLEAN ENERGY GOALS, WHILE FIGHTING FOR ENVIRONMENTAL EQUITY. | $75,000 | |||||
| CONNECTICUT ROUNDTABLE ON CLIMATE AND JOBS | ||||||||||||
| 160 COW HILL ROAD | CLINTON | CT | 06413 | N/A | PC | TO BUILD ALLIANCES AMONG LABOR, ENVIRONMENTAL, AND ENVIRONMENTAL JUSTICE CONSTITUENCIES TO COMBAT CLIMATE CHANGE, PROMOTE CLEAN ENERGY JOBS, AND SUPPORT RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. | $25,000 | |||||
| CONSERVATION LAW FOUNDATION | ||||||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | TO REDUCE GREENHOUSE GAS EMISSIONS FROM ALL SECTORS OF THE ECONOMY. | $160,000 | |||||
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | TO PROVIDE GENERAL SUPPORT OF AFFINITY GROUP FOR BIOLOGICAL DIVERSITY FUNDERS. | $2,500 | |||||
| COOPERATIVE DEVELOPMENT INSTITUTE | ||||||||||||
| PO BOX 1051 | NORTHAMPTON | MA | 010611051 | N/A | PC | TO PRESERVE THE VIABILITY OF NEW AMERICAN FARMERS AND FOOD BUSINESSES IN MAINE AND THE CONNECTICUT RIVER VALLEY; AND TO RAISE THE PROFILE OF COOPERATIVE OWNERSHIP IN THE REGIONAL FOOD SYSTEM. | $25,000 | |||||
| DEFEND OUR HEALTH | ||||||||||||
| 565 CONGRESS STREET 204 | PORTLAND | ME | 04101 | N/A | PC | TO PROTECT PUBLIC HEALTH AND THE ENVIRONMENT THROUGH CAMPAIGNS THAT PERSUADE DECISIONMAKERS IN GOVERNMENT AND INDUSTRY TO ADOPT POLICIES AND PRACTICES THAT END USE OF THE MOST HARMFUL AND LEAST ESSENTIAL CHEMICALS AND PLASTICS, WHILE REDUCING HUMAN EXPOSURE AND ENSURING ENVIRONMENTAL JUSTICE. | $100,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | N/A | PC | TO ENABLE RISE ST. JAMES TO SAVE COMMUNITIES IN ST. JAMES PARISH FROM INDUSTRIAL POLLUTION AND EXPOSURE TO TOXIC CHEMICALS. | $25,000 | |||||
| ECOLOGY CENTER | ||||||||||||
| 339 EAST LIBERTY STREET SUITE 300 | ANN ARBOR | MI | 48104 | N/A | PC | TO BUILD, SCALE, AND LEVERAGE COLLABORATIVE CAMPAIGN SCIENCE TO WIN MARKET AND POLICY CHANGES THAT DRIVE TOXICS CHEMICALS OUT OF OUR ECONOMY. | $40,000 | |||||
| ENERGY ACTION NETWORK | ||||||||||||
| 17 STATE STREET SUITE 205 | MONTPELIER | VT | 05602 | N/A | PC | TO ACHIEVE VERMONTS ENERGY AND CLIMATE COMMITMENTS. | $20,000 | |||||
| FARM FRESH RHODE ISLAND | ||||||||||||
| 1005 MAIN STREET 1220 | PAWTUCKET | RI | 02860 | N/A | PC | TO PROVIDE INCREASED ECONOMIC OPPORTUNITIES FOR NEW ENGLAND FARMERS AND FOOD PRODUCERS THROUGH CONNECTIONS WITH INDIVIDUALS, BUSINESSES, AND INSTITUTIONS; AND NURTURE A DIVERSE TEAM OF YOUNG LEADERS WHO HAVE THE SKILLS AND RESOURCES TO MAXIMIZE THE FOOD HUB INFRASTRUCTURE. | $25,000 | |||||
| FOOD CONNECTS | ||||||||||||
| 22 BROWNE COURT | BRATTLEBORO | VT | 05301 | N/A | PC | TO INCREASE INTER-FOOD HUB TRANSACTIONS AND SALES, WHILE ALSO BUILDING MORE EFFICIENT SYSTEMS AND ENVISIONING THE FUTURE OF NEW ENGLAND FOOD HUB NETWORKS. | $45,000 | |||||
| FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORPORATION | ||||||||||||
| 324 WELLS STREET | GREENFIELD | MA | 01301 | N/A | PC | TO ENABLE MASSACHUSETTS FOOD SYSTEM COLLABORATIVE TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE FOOD SYSTEM FOR MASSACHUSETTS BY PROMOTING, MONITORING, AND FACILITATING IMPLEMENTATION OF THE MASSACHUSETTS LOCAL FOOD ACTION PLAN. | $35,000 | |||||
| GEORGETOWN CLIMATE CENTER | ||||||||||||
| 37TH O STREETS NWBOX 571168 | WASHINGTON | DC | 20057 | N/A | PC | TO ESTABLISH A REGIONAL CAP-AND-INVEST PROGRAM FOR TRANSPORTATION AND DEVELOP A REGIONAL EV FAST CHARGING CORRIDOR TO ACCELERATE ADOPTION OF ELECTRIC VEHICLES IN THE NORTHEAST. | $100,000 | |||||
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||||||
| 1055 BROADWAY BOULEVARD SUITE 130 | KANSAS CITY | MO | 64105 | N/A | PC | TO ENABLE THE FARM AND FOOD COMMUNICATIONS FUND'S NORTHEAST FARMERS OF COLOR LAND TRUST TO IMPROVE THE LIVES OF BIPOC PEOPLE BY INCREASING ACCESS TO FARMLAND AND CREATE A MORE JUST, EQUITABLE AND RESILIENT FOOD SYSTEM. | $15,000 | |||||
| GREEN ENERGY CONSUMERS ALLIANCE | ||||||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | TO ACCELERATE THE SHIFT IN CLEAN TRANSPORTATION THROUGH ADOPTION OF TCI-P, STATE POLICIES THAT INCREASE ELECTRIFICATION, AND CONSUMER ENGAGEMENT TO FACILITATE PURCHASES OF ELECTRIC VEHICLES. | $50,000 | |||||
| GREENROOTS | ||||||||||||
| 227 MARGINAL STREET SUITE 1 | CHELSEA | MA | 02150 | N/A | PC | TO IMPLEMENT COLLECTIVE ACTION, COMMUNITY ORGANIZING, AND RESIDENT EMPOWERMENT TO ACHIEVE ENVIRONMENTAL AND CLIMATE JUSTICE AND IMPROVED PUBLIC HEALTH IN CHELSEA AND EAST BOSTON. | $50,250 | |||||
| HEALTHY BUILDING NETWORK | ||||||||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | N/A | PC | TO ACHIEVE ENVIRONMENTAL JUSTICE AND HEALTH EQUITY BY IMPROVING CHEMICAL DATA QUALITY, QUANTITY, AND TRANSPARENCY, AND SCALING PRODUCT GUIDANCE AND ADOPTION IN THE BUILDING SECTOR AND BEYOND. | $50,000 | |||||
| INTERNATIONAL CHEMICAL SECRETARIAT | ||||||||||||
| N/A | PC | TO PUSH THE GLOBAL MARKET TOWARDS SAFER PRODUCTS AND MATERIALS BY INCREASING THE VISIBILITY OF SAFER ALTERNATIVES ON CHEMSECS ONLINE PLATFORM MARKETPLACE. | $30,000 | FORSTA LANGGATAN 18 | GOTEBORG | SW | SE-413 28 | |||||
| LOUISIANA BUCKET BRIGADE | ||||||||||||
| 3416 B CANAL STREET | NEW ORLEANS | LA | 70119 | N/A | PC | TO USE GRASSROOTS ACTION TO ACHIEVE SUSTAINABLE NEIGHBORHOODS FREE FROM INDUSTRIAL POLLUTION AND HASTEN THE TRANSITION FROM FOSSIL FUELS. | $25,000 | |||||
| LOUISIANA ENVIRONMENTAL ACTION NETWORK | ||||||||||||
| 162 CROYDON AVENUE | BATON ROUGE | LA | 70896 | N/A | PC | TO RESOLVE THE UNIQUE ENVIRONMENTAL STRUGGLES PRESENT IN LOUISIANA. | $25,000 | |||||
| LOUISIANA ENVIRONMENTAL ACTION NETWORK | ||||||||||||
| 162 CROYDON AVENUE | BATON ROUGE | LA | 70896 | N/A | PC | TO ENABLE CONCERNED CITIZENS OF ST. JOHN TO ENSURE THE HEALTH AND SAFETY OF ALL CITIZENS WHILE WORKING TO HOLD GOVERNMENT OFFICIALS AND INDUSTRY ACCOUNTABLE FOR THE QUALITY OF AIR BEING POLLUTED BY CHEMICAL EMISSIONS IN ST. JOHN PARISH. | $25,000 | |||||
| MAINE FARMLAND TRUST | ||||||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | N/A | PC | TO HELP MAINE FARMERS REALIZE THE SIGNIFICANT ECONOMIC OPPORTUNITIES OFFERED BY SCALING UP TO REACH WHOLESALE MARKETS. | $25,000 | |||||
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | ||||||||||||
| 294 CROSBY BROOK ROAD PO BOX 170 | UNITY | ME | 04988 | N/A | PC | TO WEATHER THE PANDEMIC'S IMPACT ON THE MAINE HARVEST FEDERAL CREDIT UNION'S BUSINESS MODEL. | $15,000 | |||||
| MIGRANT JUSTICE | ||||||||||||
| 179 S WINOOSKI AVENUE 202 | BURLINGTON | VT | 05401 | N/A | PC | TO SUPPORT THE MILK WITH DIGNITY CAMPAIGN, WHICH WORKS TO BROADEN THE DEFINITION OF SUSTAINABLE FOOD PRODUCTION TO INCLUDE THE DIGNITY AND RIGHTS OF WORKERS, AND TRANSFORM THE DAIRY INDUSTRY THROUGH WORKER-DRIVEN SOCIAL RESPONSIBILITY THAT COMPELS DAIRY BRANDS TO ENSURE RESPECT FOR HUMAN RIGHTS IN THEIR SUPPLY CHAINS. | $40,000 | |||||
| MIGRANT JUSTICE | ||||||||||||
| 179 S WINOOSKI AVENUE 202 | BURLINGTON | VT | 05401 | N/A | PC | FOR THE SPARKPLUG AWARD. | $50,000 | |||||
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||||||
| 1228 1/2 31ST STREET NWSUITE 110 | WASHINGTON | DC | 20007 | N/A | PC | TO EDUCATE STATE LEGISLATORS IN NORTHEAST AND MID-ATLANTIC STATES ON INNOVATIVE POLICY OPTIONS TO DECARBONIZE THE TRANSPORTATION SECTOR. | $25,000 | |||||
| NATIONAL FAMILY FARM COALITION | ||||||||||||
| 110 MARYLAND AVENUE NE SUITE 307 | WASHINGTON | DC | 20002 | N/A | PC | TO STRENGTHEN NFFCS MOVEMENT BUILDING AND POLICY ADVOCACY BY INFLUENCING THE PLANNING, MEDIA COVERAGE, AND CONTENT OF THE 2021 UN FOOD SYSTEMS SUMMIT IN NEW YORK CITY. | $25,000 | |||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | TO SECURE THE GOVERNMENT AND INDUSTRY COMMITMENTS NECESSARY TO POWER 15 MILLION HOMES WITH RESPONSIBLY DEVELOPED OFFSHORE WIND POWER BY 2035. | $75,000 | |||||
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||||||
| 3 WADE STREET | AUGUSTA | ME | 043306351 | N/A | PC | TO ESTABLISH A CLIMATE ACTION PLAN, IMPLEMENT RENEWABLE ENERGY AND EFFICIENCY POLICIES, AND SECURE MAINES PARTICIPATION IN THE TRANSPORTATION CLIMATE INITIATIVE AND OTHER TRANSPORTATION POLICIES. | $50,000 | |||||
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND | ||||||||||||
| 15 COURT SQUARE SUITE 345 | BOSTON | MA | 02108 | N/A | PC | TO BUILD AND STRENGTHEN NEIGHBOR TO NEIGHBORS BASE OF LOW-INCOME AND PEOPLE OF COLOR TO MAKE PROGRESS ON RACIAL, ECONOMIC, AND CLIMATE JUSTICE. | $50,000 | |||||
| NEW ENGLAND CLEAN ENERGY COUNCIL INSTITUTE | ||||||||||||
| 444 SOMERVILLE AVENUE | BOSTON | MA | 02143 | N/A | PC | TO PROVIDE STARTUP ORGANIZATIONAL FUNDING AND PILOT PROGRAM FOR BROWNING THE GREEN SPACE TO IDENTIFY COMMUNITY ENERGY NEEDS IN ENVIRONMENTAL JUSTICE COMMUNITIES WITHIN GATEWAY CITIES IN MASSACHUSETTS. | $50,000 | |||||
| NEW ENGLAND CLEAN ENERGY COUNCIL INSTITUTE | ||||||||||||
| 444 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | N/A | PC | TO SECURE POLICIES THAT ACHIEVE AMBITIOUS CLEAN ENERGY TARGETS, ADDRESS BARRIERS TO IMPLEMENTATION, AND ENSURE THAT PROGRAMS PROVIDE EQUITABLE ACCESS TO A CLEAN ENERGY TRANSITION. | $120,000 | |||||
| NEW ENGLAND FORESTRY FOUNDATION | ||||||||||||
| 32 FOSTER STREET PO BOX 1346 | LITTLETON | MA | 014604346 | N/A | PC | TO COMPLETE THE NECESSARY RESEARCH TO ENSURE NEW ENGLAND'S FORESTS MAKE THEIR GREATEST POSSIBLE CONTRIBUTION TO MITIGATING CLIMATE CHANGE. | $10,000 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO ENABLE THE CLIMATE AND CLEAN ENERGY EQUITY FUND TO PROVIDE CIVIC ENGAGEMENT GRANTS TO ORGANIZATIONS IN KEY STATES TO HELP THEM PREPARE THEIR NONPARTISAN VOTER EDUCATION AND TURNOUT PROGRAMS FOR 2022. | $200,000 | 300 | ||||
| NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS | ||||||||||||
| 81 HARTWELL AVENUE | LEXINGTON | MA | 02421 | N/A | PC | TO HELP NORTHEAST STATES REDUCE ENERGY CONSUMPTION AND CARBON EMISSIONS IN THE BUILDING SECTOR IN ORDER TO MEET THE REGIONS ENERGY, ECONOMIC, AND ENVIRONMENTAL GOALS. | $75,000 | |||||
| NORTHEAST STATES FOR COORDINATED AIR USE MANAGEMENT | ||||||||||||
| 89 SOUTH STREET SUITE 602 | BOSTON | MA | 02111 | N/A | PC | TO CATALYZE AND SUPPORT STATE ACTION TO ADVANCE TRANSPORTATION ELECTRIFICATION OF LIGHT-, MEDIUM-, AND HEAVY-DUTY VEHICLES TO IMPROVE AIR QUALITY AND ADDRESS CLIMATE CHANGE. | $75,000 | |||||
| PLEIADES NETWORK | ||||||||||||
| PO BOX 1017 | HUDSON | NY | 12534 | N/A | PC | TO DEVELOP POSSIBILITIES FOR IMPROVING LEADERSHIP TRANSITION PROCESSES FOR SMALL FARM AND FOOD SYSTEM NONPROFITS, AND GENERATE IDEAS FOR HOW TO KEEP THESE LEADERS INVOLVED AND ADVANCING THE SECTOR. | $25,000 | |||||
| RED TOMATO | ||||||||||||
| 50 SIMS AVENUE SUITE 2 | PROVIDENCE | RI | 02909 | N/A | PC | TO IMPLEMENT IMPROVEMENTS IN RED TOMATOS INTERNAL STRUCTURE AND WORKPLACE CULTURE, AND ADVANCE THE BYPASS PROJECT THROUGH EXPERIMENTATION, PRODUCT DEVELOPMENT, AND INCREASED SALES. | $35,000 | |||||
| REGULATORY ASSISTANCE PROJECT | ||||||||||||
| 50 STATE STREET SUITE 3 | MONTPELIER | VT | 05602 | N/A | PC | TO TRANSFORM NEW ENGLANDS POWER SECTOR WITH STATE AND REGIONAL ELECTRICITY POLICIES THAT ADVANCE CLEAN ENERGY, ENERGY EFFICIENCY, BENEFICIAL ELECTRIFICATION, AND MARKET REFORMS. | $50,000 | |||||
| RENEW NEW ENGLAND ALLIANCE | ||||||||||||
| 91 WILLIAMS STREET | PROVIDENCE | RI | 02906 | N/A | PC | TO ENSURE THE RENEW NEW ENGLAND ALLIANCE HAS THE RESOURCES AND STAFF CAPACITY TO DEEPEN AND BROADEN THEIR STATE-LEVEL AND REGION-WIDE COALITIONS; IMPLEMENT AND EXPAND UPON THEIR 2021 POLICIES AND PROGRAMS; FOSTER A STRONG REGION-WIDE MOVEMENT OF YOUTH ORGANIZERS; AND SUPPORT ALIGNED PARTNERS TO REPLICATE ITS MODEL. | $120,000 | |||||
| RTI INTERNATIONAL | ||||||||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | TO DEVELOP AND TEST AN INTERVENTION TO ADDRESS AND SUPPORT THE DEVELOPMENT OF INFANTS WITH A CONFIRMED DIAGNOSIS OF FRAGILE X SYNDROME. | $250,000 | |||||
| RTI INTERNATIONAL | ||||||||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | TO BUILD THE INFRASTRUCTURE FOR A NEWBORN SCREENING PROGRAM IN NORTH CAROLINA THAT INCLUDES FRAGILE X SYNDROME. | $400,000 | |||||
| RTI INTERNATIONAL | ||||||||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | TO DEVELOP AND TEST AN INTERVENTION TO ADDRESS AND SUPPORT THE DEVELOPMENT OF INFANTS WITH A CONFIRMED DIAGNOSIS OF FRAGILE X SYNDROME. | $250,000 | |||||
| RTI INTERNATIONAL | ||||||||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | TO TEST THE FEASIBILITY AND EFFECTIVENESS OF ZOOM RECRUITMENT FOR EARLY CHECK NEWBORN SCREENING OF FRAGILE X SYNDROME; AND TO INVESTIGATE AND SUPPORT THE INTEGRATION OF EARLY INTERVENTION AND NEWBORN SCREENING. | $547,000 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | N/A | PC | TO ACHIEVE SIGNIFICANT CUTS IN CLIMATE AND AIR POLLUTION THROUGH PROGRAMS AIMED AT MEDIUM- AND HEAVY-DUTY VEHICLES IN THE NORTHEAST. | $50,000 | |||||
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||||||||
| 133 EAST DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | N/A | PC | TO SUPPORT THE SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS, AN AFFINITY GROUP FOR FOOD-RELATED FUNDERS. | $15,000 | |||||
| TEXAS ENVIRONMENTAL JUSTICE ADVOCACY SERVICES | ||||||||||||
| 900 WAYSIDE DRIVE | HOUSTON | TX | 77011 | N/A | PC | TO SERVE THE COMMUNITY SURROUNDING THE HOUSTON SHIP CHANNELTHE BUSIEST INTERNATIONAL PORT IN THE COUNTRY AND SITE OF THE LARGEST PETROCHEMICAL REFINERY COMPLEX IN THE WESTERN HEMISPHEREBY PROVIDING COMMUNITY MEMBERS THE TOOLS TO CREATE SUSTAINABLE, ENVIRONMENTALLY HEALTHY COMMUNITIES. | $25,000 | |||||
| THE ARC OF THE UNITED STATES | ||||||||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | N/A | PC | TO JOIN SCIENTIFIC EVIDENCE WITH ADVOCACY TO INFORM AND EMPOWER CHANGE MAKERS TO CREATE POLICIES THAT ENSURE NO CHILD IS EXPOSED TO CHEMICALS THAT CONTRIBUTE TO NEURODEVELOPMENTAL DISORDERS. | $50,000 | |||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 89 SOUTH STREET 7TH FLOOR | BOSTON | MA | 02111 | N/A | PC | TO ENABLE THE CARROT PROJECT TO BUILD THE AGRICULTURAL VIABILITY ALLIANCE INTO A NETWORK FOR FARM AND FOOD BUSINESS TECHNICAL ASSISTANCE PRACTITIONERS ACROSS OUR REGION THAT CAN ADDRESS SHARED CHALLENGES, FACILITATE MORE UNIFORM HIGH-QUALITY TA PROVISION, AND MORE EFFECTIVELY SHARE AND EXPAND LIMITED RESOURCES. | $25,000 | |||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | TO ENABLE MASSACHUSETTS FARM TO SCHOOL TO ENSURE THAT ALL MASSACHUSETTS STUDENTS HAVE ACCESS TO HIGH QUALITY, CULTURALLY RELEVANT MEALS FEATURING LOCAL FOOD AND TO FOOD EDUCATION IN SCHOOL. | $25,000 | |||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | TO ENABLE REAL FOOD GENERATION TO BUILD SUSTAINABLE FOOD SYSTEMS THROUGH CAMPAIGNS ON COLLEGE AND UNIVERSITY CAMPUSES, AND TO GROW THE BROADER MOVEMENT FOR HEALTHY, JUST, AND SUSTAINABLE FOOD BY BRINGING PEOPLE TOGETHER THROUGH IN-PERSON AND DIGITAL ORGANIZING. | $55,000 | |||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | TO ENABLE RHODE ISLAND FOOD POLICY COUNCIL TO MAKE MEASURABLE PROGRESS IN PROMOTING AN EQUITABLE, ECONOMICALLY VIBRANT, AND ENVIRONMENTALLY SUSTAINABLE FOOD SYSTEM IN RHODE ISLAND. | $25,000 | |||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | N/A | PC | TO ENABLE FARM TO INSTITUTION NEW ENGLAND TO SERVE AS AN INFORMATION HUB, CONNECTOR, AND CATALYST FOR ACTION AS THE REGION REDESIGNS THE FOOD SYSTEM. | $170,000 | |||||
| TIDES CENTER | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | TO ENABLE THE NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP TO CATALYZE MEANINGFUL CHANGE TOWARD A SUSTAINABLE AND JUST FOOD SYSTEM THROUGH POLICY OUTREACH AND EDUCATION, PEER LEARNING, COLLABORATIVE PARTNERSHIPS. | $45,000 | |||||
| TOXIC-FREE FUTURE | ||||||||||||
| 4649 SUNNYSIDE AVENUE NORTH SUITE | SEATTLE | WA | 98103 | N/A | PC | TO ENSURE WASHINGTON STATE CONTINUES TO LEAD THE NATION IN ENACTING AND IMPLEMENTING MODEL POLICIES AND INVESTMENTS THAT MOVE SUPPLY CHAINS TO TRULY SAFER SOLUTIONS. | $120,000 | 540 | ||||
| TOXIC-FREE FUTURE | ||||||||||||
| 4649 SUNNYSIDE AVENUE NORTH SUITE | SEATTLE | WA | 98103 | N/A | PC | TO DRIVE HARMFUL CLASSES OF CHEMICALS OUT OF THE MARKETPLACE BY WINNING GOVERNMENT REGULATION OF SPECIFIC TOXIC CHEMICALS AND CHEMICAL CLASSES, AND COMPREHENSIVE CHEMICAL POLICIES BY THE LARGEST RETAILERS IN THE US. | $220,000 | 540 | ||||
| TOXIC-FREE FUTURE | ||||||||||||
| 4649 SUNNYSIDE AVENUE NORTH SUITE | SEATTLE | WA | 98103 | N/A | PC | TO ENABLE SAFER STATES TO REDUCE EXPOSURES TO TOXIC CHEMICALS, ACHIEVE BROAD POLICY AND MARKET REFORM, AND ENSURE THAT EFFORTS ARE SYNERGIZED WITH ALLIED MOVEMENTS SUCH AS PLASTICS, CLIMATE, AND ENVIRONMENTAL JUSTICE TO ACHIEVE BROAD SUCCESS THAT BENEFITS THE HEALTH OF COMMUNITIES AND THE ENVIRONMENT. | $150,000 | 540 | ||||
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||||||
| 231 WEST 29TH STREET 904 | NEW YORK | NY | 10001 | N/A | PC | TO BUILD A STRONG ADVOCACY CAMPAIGN TO REDUCE GREENHOUSE GAS EMISSIONS IN CONNECTICUT, IMPROVE MOBILITY AND HEALTH IN COMMUNITIES, AND ADDRESS INEQUITIES IN TRANSPORTATION PLANNING. | $25,000 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||||||
| 722 WEST 168TH STREET 12TH FLOOR | NEW YORK | NY | 10032 | N/A | PC | TO ENABLE THE CENTER FOR CHILDREN'S ENVIRONMENTAL HEALTH TO HIGHLIGHT THE BENEFITS OF THE TRANSPORTATION AND CLIMATE INITIATIVE TO CHILDREN AND ADULTS SPECIFIC TO NEW YORK CITY, AS PART OF A LARGER STUDY OF ITS BENEFITS REGION-WIDE. | $45,000 | |||||
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | ||||||||||||
| ELLIOTT ALUMNI CENTER | DURHAM | NH | 03824 | N/A | PC | TO EXPAND AND MOBILIZE THE FOOD SOLUTIONS NEW ENGLAND NETWORK TO MEET THE NEEDS OF THIS HISTORIC MOMENT BY CHANGING THE REGIONAL FOOD SYSTEM NARRATIVE AND POLICY LANDSCAPE. | $75,000 | |||||
| VERMONT ENERGY INVESTMENT CORPORATION | ||||||||||||
| 20 WINOOSKI FALLS WAY 5TH FLOOR | WINOOSKI | VT | 05404 | N/A | PC | TO ACCELERATE DEPLOYMENT OF PLUG-IN ELECTRIC VEHICLES AND ELECTRIC TRANSPORTATION INFRASTRUCTURE IN VERMONT. | $25,000 | |||||
| VERMONT NATURAL RESOURCES COUNCIL | ||||||||||||
| 9 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | TO ENSURE THAT VERMONT DEVELOPS A STRONG CLIMATE ACTION PLAN AND OTHER POLICIES THAT SIGNIFICANTLY AND EQUITABLY REDUCE GREENHOUSE GAS EMISSIONS IN THE TRANSPORTATION, BUILDING, AND POWER SECTORS. | $35,000 | |||||
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUND | ||||||||||||
| 141 MAIN STREET SUITE 6 | MONTPELIER | VT | 05602 | N/A | PC | TO ADVANCE BOLD, EQUITABLE CLIMATE SOLUTIONS AND ENSURE THAT ALL VERMONTERS ARE PART OF THE TRANSITION TO A CLEANER, MORE AFFORDABLE ENERGY FUTURE. | $25,000 | |||||
| VERMONT SUSTAINABLE JOBS FUND | ||||||||||||
| 3 PITKIN COURT SUITE 301E | MONTPELIER | VT | 05602 | N/A | PC | TO INCREASE SUSTAINABLE ECONOMIC DEVELOPMENT AND CREATE JOBS IN VERMONTS FOOD AND FARM SECTOR; AND IMPROVE ACCESS TO HEALTHY, LOCAL FOOD FOR ALL VERMONTERS. | $75,000 | |||||
| VIRGINIA ORGANIZING | ||||||||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | TO ENABLE HEALTHY BABIES BRIGHT FUTURES TO LOWER LEVELS OF NEUROTOXIC CHEMICALS IN BABIES BY DECREASING THE CONTAMINANTS IN THE BIGGEST SOURCES OF HARM, AND PROMOTING CITIES SUCCESSFUL STRATEGIES FOR PROTECTING BABIES BRAIN DEVELOPMENT. | $150,000 | |||||
| VIRGINIA ORGANIZING | ||||||||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | TO SUPPORT THE HEALTH AND ENVIRONMENTAL FUNDERS NETWORK. | $3,750 | |||||
| VOTE SOLAR | ||||||||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | N/A | PC | THROUGH WELL-CRAFTED STATE CAMPAIGNS IN NEW ENGLAND, TO BUILD THE POLICY AND REGULATORY INFRASTRUCTURE NEEDED TO EQUITABLY TRANSITION TO 100 PERCENT CLEAN ENERGY. | $50,000 | |||||
| WEST HARLEM ENVIRONMENTAL ACTION INC | ||||||||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | N/A | PC | TO REDUCE EXPOSURE TO TOXICS IN COSMETICS AND PERSONAL CARE PRODUCTS AMONG WOMEN AND GIRLS OF COLOR. | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,020,875 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,431 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,721 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,208,817 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $27,686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,331,718 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,331,718 | 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 | $53,997 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,997 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION RECEIVED A CONTRIBUTION FROM A NON-OPERATING FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $150,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS. ALSO, PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT AS CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG.53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR:TAX YEAR: 2014, AMOUNT: $150,000 | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWN O'MAINE DISTRIBUTION COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2 | AddressLine1Txt |
| City | NORTH VASSALBORO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-04-23 | GrantDt |
| Grant | $20,000 | GrantAmt |
| Purpose Of Grant | TO PIVOT TO MEET MARKET DEMANDS ARISING FROM THE COVID-19 CRISIS, INCLUDING MAKING WAREHOUSE IMPROVEMENTS THAT MEET FOOD SAFETY AND ORGANIC STANDARDS AND UPDATING AND EXPANDING MARKETING EFFORTS, PARTICULARLY FOR COMS 50 SMALL COBRANDED PRODUCT LINE. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE TO OUR KNOWLEDGE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | PENDING | DatesOfReportsByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WINDSAIL CREDIT FUND, L.P. | FMV | $524,187 | $524,187 |
| JMF LIQUIDATING COMPANY LLC | FMV | $609,229 | $609,229 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,003 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,003 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RECEIVABLE DUE FROM BROKER | $2,129 | $25,831 | $25,831 |
| OTHER RECEIVABLES | $3,250 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $955,455 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,756 | $0 | $8,756 |
| TELECOMMUNICATIONS AND WEBSITE | $32,845 | $0 | $32,845 |
| DUES AND SUBSCRIPTIONS | $500 | $0 | $500 |
| OFFICE EXPENSES | $12,225 | $0 | $12,225 |
| PARTNERSHIP EXPENSES THRU K-1S | $4,837 | $4,837 | $0 |
| PAYROLL PROCESSING | $2,646 | $0 | $2,646 |
| CHARITABLE STATE FILING FEES | $500 | $0 | $500 |
| JMF LIQUIDATING LLC FILING FEES | $798 | $798 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET ORDINARY INCOME FROM LIMITED PARTNERSHIPS | $28,943 | $28,943 | $28,943 |
| SECURITIES LITIGATION SETTLEMENTS | $120 | $120 | $120 |
| GRANT REFUNDS | $27,686 | $27,686 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BUECHNER DAUGHTER FOUNDATIONS | Desc |
| BOY Book Value | $1,432 | BOYBookValueAmt |
| EOY Book Value | $12,915 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $18,327 | $18,327 | $0 |
| CUSTODIAL FEES | $3,746 | $3,746 | $0 |
| GRANT PROGRAM CONSULTING | $140,868 | $0 | $140,868 |
| COMPUTER AND WEBSITE CONSULTING | $2,574 | $0 | $2,574 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID | $5,000 | $0 | $0 |
| FOREIGN TAXES THRU K-1S | $1 | $1 | $0 |