BROADCOM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BROADCOM FOUNDATION (EIN 26-4754581)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349102068
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:01:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 264754581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Broadcom Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA WRONSKI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | WRONSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $128,559,107 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,771,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,740,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,086,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,715,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,086,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,864,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,833,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $382,130 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $382,130 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $186,610 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $186,610 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $110,504 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $110,504 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,479 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,479 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $516,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $466,825 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,825 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $148,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,621 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,921 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $8,921 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,070 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,070 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $722 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $722 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $184,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $184,856 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,578,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $471,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $962,867 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,569,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,569,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,147,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $471,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,532,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,716,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,361,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,246,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,342,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,342,641 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,213 | AcctRcvblAmt |
| Acct Rcvbl BOY | $37,192 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,213 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,213 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $8,168,616 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,317,457 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,290,861 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,373,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,284,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,345,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,321,195 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,894,888 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,555,702 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $10,787 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,787 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,147,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,863,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,559,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $97,147,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,863,917 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,147,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,863,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,147,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,863,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,147,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,716,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $99,863,917 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $99,863,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $39,715,524 | GrossSalesPriceAmt |
| Cost Or Other Basis | $33,628,948 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,086,576 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,086,576 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,086,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116,230 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $116,230 | SubtotalAmt |
| Tax Based On Investment Income | $116,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $86,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $30,038 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Paula Golden | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir, Pres | 40.0 | $272,950 | $27,748 | $0 |
| Carl McKinzie | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIR | 1.0 | $0 | $0 | $0 |
| Henry Samueli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIR | 1.0 | $0 | $0 | $0 |
| Maria Wronski | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Cfo, Sec | 20.0 | $109,180 | $27,171 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CAROL MCDONALD | |||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | EXECUTIVE ADMIN | 40.0 | $79,080 | $16,741 |
| NICOLAOS ALEXOPOULOS | |||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | Foundation Person | 10.0 | $60,946 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Covington Capital Management | |||||
| 601 South Figueroa St Ste 2000 | Los Angeles | CA | 900175726 | Investment Mgmt | $406,825 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $96,400 |
| Floe Financial Partners | |||||
| 140 South Lake Ave ste 309 | PASADENA | CA | 91101 | Investment Mgmt | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $113,743,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,386,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,130,400 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,130,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,861,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,268,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,113,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,113,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116,230 | TotalTaxAmt |
| Distributable Before Adj | $5,997,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,997,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,997,192 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,532,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,532,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,997,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,146,664 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $5,532,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,146,664 | AppliedToYear1Amt |
| Applied To Current Year | $385,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,611,325 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF SCIENCE OF ST LOUIS | |||||||||||||
| 5050 OAKLAND AVE | SAINT LOUIS | MO | 63110 | N/A | PC | General & Unrestricted | $10,000 | ||||||
| ALABAMA ACADEMY OF SCIENCE | |||||||||||||
| DEPT OF CHEMISTRY - UNIV OF AL BHAM | BIRMINGHAM | AL | 35294 | N/A | PC | Alabama Science and Engineering Fair (ASEF) | $5,000 | ||||||
| ALAMEDA COUNTY SCIENCE AND ENGINEERING FAIR ASSOCI | |||||||||||||
| 2622 YORK ST | WEST LINN | OR | 97068 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $5,000 | ||||||
| ALASKA SCIENCE AND ENGINEERING FAIR INCORPORATED | |||||||||||||
| PO BOX 240222 | ANCHORAGE | AK | 99524 | N/A | PC | General & Unrestricted | $1,500 | ||||||
| ARIZONA SCIENCE CENTER | |||||||||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| AUSTIN AREA URBAN LEAGUE INC | |||||||||||||
| 8011 CAMERON RD BLDG A 100 | AUSTIN | TX | 78754 | N/A | PC | Support for distribution of food, shelter, and clothing during the current crisis | $25,000 | ||||||
| AUSTIN SCIENCE EDUCATION FOUNDATION | |||||||||||||
| 704 W GIBSON ST | AUSTIN | TX | 78704 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| BAY AREA DISCOVERY MUSEUM | |||||||||||||
| 557 MCREYNOLDS RD | SAUSALITO | CA | 94965 | N/A | PC | Mobile STEM Education "Try It Truck" for Bay Area children | $10,000 | ||||||
| BLACK GIRLS CODE INC | |||||||||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | Silicon Valley Academy | $20,000 | ||||||
| BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC | |||||||||||||
| 533 TOWER RD | ITHACA | NY | 14853 | N/A | PC | Alliance for Science program | $10,000 | ||||||
| BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY | |||||||||||||
| 201 W ORANGE AVE | S SAN FRAN | CA | 94080 | N/A | PC | Community program support | $5,000 | ||||||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | Support for CA delegates - California Science & Engineering fair to attend ISEF | $10,000 | ||||||
| CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION IN | |||||||||||||
| 25800 CARLOS BEE BLVD SA 2750 | HAYWARD | CA | 94542 | N/A | PC | Summer Coding Program aligned with STEM Ecosystem expansion to provide STEM pathways for underrepresented youth in Hayward, San Leandro, and San Lorenzo | $12,500 | ||||||
| CARNEGIE INSTITUTE | |||||||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | Pittsburgh Regional Science and Engineering Fair | $10,000 | ||||||
| CHILDREN NOW | |||||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | Two convenings of STEM stakeholders - examine issues of sustainability of CA STEM Ecosystems and alignment with Cal State University system in ecosystem regions | $10,000 | ||||||
| CHILDREN NOW | |||||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | Oversight California STEM and Bay Area STEM Ecosystems | $120,000 | ||||||
| COLORADO STATE SCIENCE FAIR INC | |||||||||||||
| CSU CAMPUS DELIVERY 1802 | FORT COLLINS | CO | 80523 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| COMMUNIVERSITY FOUNDATION | |||||||||||||
| 1107 LAKEVIEW DR | FAIRFIELD | IA | 52556 | N/A | PC | Raspberry Pi Workshop in South Africa Township | $3,000 | ||||||
| DELAWARE VALLEY SCIENCE FAIRS INC | |||||||||||||
| 690 STOCKTON DR STE 105 | EXTON | PA | 19341 | N/A | PC | National Science Fair | $2,000 | ||||||
| DISCOVERY SCIENCE FOUNDATION | |||||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | Discovery Science Cube, STEM Education Outreach/Coding programs | $100,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | National STEM Ecosystem Initiative | $100,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | Israel STEM Ecosystem Initiative (TIES) | $35,000 | ||||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | STEM Learning Ecosystems | $5,000 | ||||||
| GEORGE MASON UNIVERSITY FOUNDATION INC | |||||||||||||
| 4400 UNIVERSITY DR MSN 1A3 | FAIRFAX | VA | 22030 | N/A | PC | Northern Virginia Elementary and Middle School Science and engineering fair | $10,000 | ||||||
| GIRL SCOUTS OF ORANGE COUNTY | |||||||||||||
| 9500 TOLEDO WAY | IRVINE | CA | 92618 | N/A | PC | STEM activities, including experimental program with Piper/Raspberry Pi | $30,000 | ||||||
| GIRLS INCORPORATED OF ORANGE COUNTY | |||||||||||||
| 1801 E EDINGER AVE | SANTA ANA | CA | 92705 | N/A | PC | Afterschool STEM Programs | $10,000 | ||||||
| GREATER SAN DIEGO SCIENCE AND ENGINEERING FAIR INC | |||||||||||||
| PO BOX 15547 | SAN DIEGO | CA | 92175 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| GWINNETT COUNTY PUBLIC SCHOOLS FOUNDATION FUND INC | |||||||||||||
| 437 OLD PEACHTREE RD NW | SUWANEE | GA | 30024 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| HAWAII ACADEMY OF SCIENCE | |||||||||||||
| UH COE1776 UNIVERSITY AVE NO UA4 | HONOLULU | HI | 96822 | N/A | PC | 2021 Virtual Science Fair | $2,000 | ||||||
| IRVINE PUBLIC SCHOOLS FOUNDATION | |||||||||||||
| 1 POST STE 250 | IRVINE | CA | 92618 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $15,000 | ||||||
| MAINE MATHEMATICS AND SCIENCE ALLIANCE | |||||||||||||
| 219 CAPITOL ST STE 3 | AUGUSTA | ME | 04330 | N/A | PC | Maine Middle School Science and Engineering Fair | $1,500 | ||||||
| MASSACHUSETTS SCIENCE & ENGINEERING FAIR INC | |||||||||||||
| 955 MASSACHUSETTS AVE 350 | CAMBRIDGE | MA | 02139 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| MINNESOTA ACADEMY OF SCIENCE | |||||||||||||
| 970 RAYMOND AVE STE 103 | SAINT PAUL | MN | 55114 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| NORTH CAROLINA SCIENCE FAIR FOUNDATION | |||||||||||||
| 3800 HILLSBOROUGH ST / DEPT NAT MAT | RALEIGH | NC | 27607 | N/A | PC | General & Unrestricted | $5,000 | ||||||
| OCTANE FOUNDATION FOR INNOVATION | |||||||||||||
| 65 ENTERPRISE | ALISO VIEJO | CA | 92656 | N/A | SO I | Develop framework and implementation timeline to bring together outreach programs within Octane that reach untapped talent and advance youth along STEM innovation pipeline with OS STEM | $30,000 | ||||||
| ONEOC | |||||||||||||
| 1901 E 4TH ST STE 100 | SANTA ANA | CA | 92705 | N/A | PC | OC STEM Funders Network Annual fund | $10,000 | ||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | Annual Meeting - Fundraising for OC community needs | $5,000 | ||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | Support OC Workforce Development Initiatives (Hispanic Education Endowment) | $10,000 | ||||||
| ORANGE COUNTY SCIENCE AND ENGINEERING FAIR INC | |||||||||||||
| PO BOX 11151 | SANTA ANA | CA | 92711 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $20,000 | ||||||
| PENANG SCIENCE CLUSTER | |||||||||||||
| N/A | PC | Coolest Projects Malaysia (in collaboration with Broadcom Malaysia) | $30,000 | WISMA YEAP CHOR EE 37 | GAT LEBUH chi | PENANG | MY | 10200 | |||||
| PIKES PEAK REGIONAL SCIENCE FAIR INC | |||||||||||||
| 4350 SEESAW LN | COLORADO SPGS | CO | 80917 | N/A | PC | General & Unrestricted | $5,000 | ||||||
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1600 SW 4TH AVE STE 730 | PORTLAND | OR | 97201 | N/A | PC | Northwest Science Expo fund | $10,000 | ||||||
| RASPBERRY PI FOUNDATION | |||||||||||||
| N/A | PC | 2021 Funding Partnership project | $400,000 | 30 STA ROAD | CAMBRIDGE | CAMBRIDGESHIRE | UK | CB1 2JH | |||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | 2021 Coolest Projects International (in collaboration with Raspberry Pi Foundation in Cambridge) | $30,000 | ||||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | General Support/Outreach in the United States | $30,000 | ||||||
| RBSEF INC | |||||||||||||
| PO BOX 13314 | READING | PA | 19612 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| RENAISSANCE YOUTH CENTER | |||||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | Code the Bronx project | $30,000 | ||||||
| RIVERSIDE COUNTY OFFICE OF EDUCATION FOUNDATION | |||||||||||||
| 3939 13TH ST | RIVERSIDE | CA | 92501 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $5,000 | ||||||
| SALVATION ARMY - DISASTER RELIEF | |||||||||||||
| PO BOX 1959 | ATLANTA | GA | 30301 | N/A | PC | Western Kentucky Disaster Relief fund | $25,000 | ||||||
| SALVATION ARMY SERVICES INC | |||||||||||||
| 30840 HAWTHORNE BLVD | RCH PALOS VRD | CA | 90275 | N/A | PC | Hurricane Ida response fund, wild fire response fund in California and Oregon | $50,000 | ||||||
| SAN MATEO COUNTY OFFICE OF EDUCATION | |||||||||||||
| 101 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | N/A | GOV | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $5,000 | ||||||
| SAN MATEO COUNTY OFFICE OF EDUCATION | |||||||||||||
| 101 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | N/A | GOV | Solutionary Fair, under the direction of Doron Markus | $1,500 | ||||||
| SANTA CLARA VALLEY SCIENCE FAIR ASN | |||||||||||||
| PO BOX 307 | LOS ALTOS | CA | 94023 | N/A | PC | Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $10,000 | ||||||
| SARSEF-SOUTHERN ARIZONA RESEARCH SCIENCE AND ENGIN | |||||||||||||
| 4574 E BRDWY BLVD | TUCSON | AZ | 85711 | N/A | PC | the SARSEF Science and Engineering Virtual Fair 2021 | $5,000 | ||||||
| SCIENCE AND ENGINEERING FAIR OF METROPOLITAN DETRO | |||||||||||||
| PO BOX 158 | FARMINGTON | MI | 48332 | N/A | PC | General & Unrestricted | $15,000 | ||||||
| SCIENCE BUDDIES | |||||||||||||
| 560 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Online Science & Engineering Programs | $50,000 | ||||||
| SCIENCE SPARK | |||||||||||||
| 3663 LONE DOVE LN | ENCINITAS | CA | 92024 | N/A | PC | 2021 SciFest All Access global virtual science festival participation fund | $15,000 | ||||||
| SILICON VALLEY EDUCATION FOUNDATION | |||||||||||||
| 1400 PARKMOOR AVE SUITE 200 | SAN JOSE | CA | 95126 | N/A | PC | ELEVATE (Math) Program | $20,000 | ||||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | COVID-19 support fund for fairs/communications and virtual fair systems improvements | $100,000 | ||||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Outreach fund | $300,000 | ||||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Broadcom MASTERS program | $2,100,000 | ||||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Directors' Breakfast fund | $3,000 | ||||||
| SOUTH CAROLINA ACADEMY OF SCIENCE | |||||||||||||
| 1301 COLUMBIA COLLEGE DR | COLUMBIA | SC | 29203 | N/A | PC | Region II Science Fair fund | $5,000 | ||||||
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||||||||
| 815 MEDARY AVE | BROOKINGS | SD | 57006 | N/A | PC | South Dakota State University Science Fair | $5,000 | ||||||
| SOUTH SAN FRANCISCO FRIENDS OF THE LIBRARY | |||||||||||||
| 840 W ORANGE AVE | S SAN FRAN | CA | 94080 | N/A | PC | Bay Area STEM Ecosystem Support fund | $20,000 | ||||||
| STEM NEXT OPPORTUNITY FUND | |||||||||||||
| 2305 HISTORIC DECATUR RD STE 100 | SAN DIEGO | CA | 92106 | N/A | PC | 2021 Fellowship Program | $250,000 | ||||||
| THE FOUNDATION AT FCOE | |||||||||||||
| 1111 VAN NESS AVE THIRD FLOOR | FRESNO | CA | 93721 | N/A | PC | Central Valley Regional Science Fair (Fresno), Sponsorship for Science Fair, including a prize for student or students whose projects incorporate engineering into science coding for research and project design | $5,000 | ||||||
| THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY FOUNDATI | |||||||||||||
| 701 E EXPY 83 BOX 13 | MCALLEN | TX | 78501 | N/A | PC | Annual Rio Grande Valley Regional Science & Engineering fair | $10,000 | ||||||
| TIGER WOODS FOUNDATION INC | |||||||||||||
| ONE TIGER WOODS WAY | ANAHEIM | CA | 92801 | N/A | PC | Summer Coding Program | $7,900 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | to Establish Pi Lab/Multi-Lingual Development fund in Mexico (Spanish) | $50,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | FABCamp Scholarship fund and OC Outreach for underserveed middle schoolers at the discretion of Leyla Riley | $35,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | OC STEM Ecosystem Initiative | $115,000 | ||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | UCI Future Innovators Initiative & ASPIRE/INSPIRE project | $75,000 | ||||||
| UNIVERSITY OF NEW MEXICO | |||||||||||||
| MSC01 1310 1 UNIVERSITY OF NEW MEXI | ALBUQUERQUE | NM | 87131 | N/A | GOV | Central New Mexico STEM Research Challenge fund | $2,000 | ||||||
| UNIVERSITY OF WYOMING | |||||||||||||
| 1000 E UNIVERSITY AVE DEPT 3314 | LARAMIE | WY | 82071 | N/A | GOV | Wyoming State Science Fair | $2,000 | ||||||
| WASHINGTON STATE SCIENCE AND ENGINEERING FAIR | |||||||||||||
| PO BOX 2412 | SILVERDALE | WA | 98383 | N/A | PC | General & Unrestricted | $2,000 | ||||||
| WORKING WARDROBES FOR A NEW START | |||||||||||||
| 2000 E MCFADDEN AVE | SANTA ANA | CA | 92705 | N/A | PC | Support fund for unemployed due to COVID-19 and re-entry to the workforce | $5,000 | ||||||
| B Astor | |||||||||||||
| 13272 Flint Drive | Santa Ana | CA | 92705 | none | I | Science and Engineering fair prize | $372 | ||||||
| P Shroff | |||||||||||||
| 1433 South Nebrask Place | chandler | AZ | 85286 | none | I | science and engineering fair prize | $372 | ||||||
| D Sanchez | |||||||||||||
| Eastshore Elementary School | IRVINE | CA | 92604 | none | I | science and engineering fair prize | $372 | 155 Eastshore | |||||
| c Gross | |||||||||||||
| 923 Ilima Way | palo alro | CA | 94306 | none | I | science and engineering fair prize | $372 | ||||||
| N Bhat | |||||||||||||
| greater san diego science enginee | san diego | CA | 92175 | none | I | science and engineering fair prize | $372 | po box 15547 | |||||
| A Bhat | |||||||||||||
| 800 Saltillo Pl | Fremont | CA | 94536 | none | I | science and engineering fair prize | $372 | ||||||
| P V Estrada | |||||||||||||
| 1520 E Golden Valley Way | Fresno | CA | 93730 | none | I | science and engineering fair prize | $372 | ||||||
| D Brasher | |||||||||||||
| 13913 Almond Grove Court | Eastvale | CA | 92880 | none | I | science and engineering fair prize | $372 | ||||||
| Z Brasher | |||||||||||||
| 13913 Almond Grove Court | Eastvale | CA | 92880 | none | I | science and engineering fair prize | $372 | ||||||
| A Bhat | |||||||||||||
| 800 Saltillo Place | Fremont | CA | 94536 | none | I | science and engineering fair prize | $372 | ||||||
| S Laird | |||||||||||||
| 1245 Imperial way | superior | CO | 80027 | none | I | science and engineering fair and prize | $372 | ||||||
| E G Mendez Lozano | |||||||||||||
| Gwinnett County Public Schools | SUWANEE | GA | 30024 | none | I | science and engineering fair prize | $372 | 437 Old Peachtree Rd | |||||
| I Kohli | |||||||||||||
| 38 Ruest Rd | North Attleboro | MA | 02670 | none | I | science and engineering fair prize | $372 | ||||||
| P Sickmann | |||||||||||||
| 1405 Kenneth Drive | Cloquet | NM | 55720 | none | I | science and engineering fair prize | $372 | ||||||
| J Beuca | |||||||||||||
| conrad Weiser Middle School | Robensonia | PA | 19551 | none | I | science and engineering fair prize | $372 | 347 Penn Ave | |||||
| U Sthanu | |||||||||||||
| 15401 Whistling Straits Drive | Austin | TX | 78717 | none | I | science and engineering fair prize | $372 | ||||||
| S Johnson | |||||||||||||
| 675 Sunset Drive | Ketchikan | AK | 99901 | none | I | science and engineering fair prize | $372 | ||||||
| P Ramesh | |||||||||||||
| 2355 N 15th St | Laramie | WY | 82072 | none | I | science and engineering fair prize | $372 | ||||||
| S Taft | |||||||||||||
| 1025 Slate Way | Monument | CO | 80132 | none | I | science and engineering fair prize | $372 | ||||||
| A Ernest | |||||||||||||
| 10618 N 23rd ln | McAllen | TX | 78504 | none | I | science and engineering fair prize | $372 | ||||||
| S Shah | |||||||||||||
| 13159 NW Dumar St | Portland | OR | 97229 | none | I | science and engineering fair prize | $372 | ||||||
| A J Brown | |||||||||||||
| 2204 Scarlet Ohara Circle | Huntsville | AL | 35803 | none | I | science and engineering fair prize | $372 | ||||||
| S Fernando | |||||||||||||
| 1615 Twin Oaks Drive | Sewickley | PA | 15143 | none | I | science and engineering fair prize | $372 | ||||||
| K Lee | |||||||||||||
| 6 Midstream Ct | Chapel Hill | NC | 27517 | none | I | science and engineering fair prize | $372 | ||||||
| S Chulamorkodt | |||||||||||||
| 901 S Eli Drive | Tucson | AZ | 85710 | none | I | science and engineering fair prize | $372 | ||||||
| s Ryali | |||||||||||||
| 14 Waldens Pine Court | Ellisville | MO | 63011 | none | I | science and engineering fair prize | $372 | ||||||
| P Inturi | |||||||||||||
| 1270 Lamb Dr | Troy | MI | 48085 | none | I | science and engineering fair prize | $372 | ||||||
| M Kancharla | |||||||||||||
| Mercer Middle School | Aldie | VA | 20105 | none | I | science and engineering fair prize | $372 | 42149 Greenstone Drive | |||||
| A Paluru | |||||||||||||
| Mercer Middle School | Aldie | VA | 20105 | none | I | science and engineering fair prize | $372 | 42149 Greenstone Drive | |||||
| A South | |||||||||||||
| 9032 S Throop St | Chicago | IL | 60620 | none | I | science and engineering fair prize | $372 | ||||||
| E Braun | |||||||||||||
| 17 Eagle Trail | Tijeras | NM | 87059 | none | I | science and engineering fair prize | $372 | ||||||
| R Cochrane | |||||||||||||
| Kaimuki Middle School | Honolulu | HI | 98616 | none | I | science and engineering fair prize | $372 | 631 18th Ave | |||||
| K Jones | |||||||||||||
| Kaimuki Middle School | Honolulu | HI | 98616 | none | I | science and engineering fair prize | $372 | 631 18th Ave | |||||
| S Badawi | |||||||||||||
| Kaimuki Middle School | Honolulu | HI | 98616 | none | I | science and engineering fair prize | $372 | 631 18th Ave | |||||
| E Eayre | |||||||||||||
| 55 Canal Run West | Washington Crossing | PA | 18977 | none | I | science and engineering fair prize | $372 | ||||||
| V Mangipudi | |||||||||||||
| 1204 150th Ave NE | Bellevue | WA | 98007 | none | I | science and engineering fair prize | $372 | ||||||
| S Tayengwa | |||||||||||||
| none | I | science and engineering fair prize | $372 | 3260 Tynwald North | Westgate | Harare | ZI | 00242 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,569,664 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,478 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,771,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,086,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,864,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,864,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $15,750 | Amt |
| Disbursements Charitable Prps | $15,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS FUNDING BD - 3.450% - | $1,009,270 | $1,000,770 |
| ANHEUSER-BUSCH - 3.650% - 02/0 | $1,092,990 | $1,074,160 |
| BANK OF AMERICA - 6.250% - 12/ | $165,150 | $161,438 |
| BANK OF AMERICA CORP JR SUBORD | $259,375 | $273,743 |
| BANK OF NOVA SCOTIA - 2.700% - | $999,810 | $1,043,000 |
| BK OF AMERICA CORP SER M - 3.9 | $1,095,810 | $1,093,913 |
| BOEING CO NOTE - 4.508% - 05/0 | $970,101 | $938,034 |
| BROADCOM INC SER B - 4.700% - | $1,146,650 | $1,093,760 |
| CAPITAL ONE FINANCIAL - 3.900% | $1,094,920 | $1,052,480 |
| CITIGROUP - 3.520% - 10/27/202 | $1,160,113 | $1,127,102 |
| CITIGROUP INC - 5.950% - 12/29 | $253,750 | $257,500 |
| CITIGROUP INC BOND - 6.250% - | $255,625 | $281,950 |
| COMCAST CORP NOTE - 3.950% - 1 | $851,263 | $819,165 |
| CVS HEALTH CORP - 1.300% - 08/ | $965,400 | $970,110 |
| FIFTH THIRD BANCORP BOND PERPE | $411,141 | $423,500 |
| GENERAL MTRS - 3.700% - 05/09/ | $1,038,490 | $1,029,890 |
| GENERAL MTRS FINL COINC BOND P | $258,125 | $267,500 |
| GOLDMAN SACHS PERP - 5.300% - | $163,155 | $163,313 |
| JPMORGAN CHASE & CO - 3.200% - | $1,523,969 | $1,540,784 |
| JPMORGAN CHASE & CO - 5.150% - | $252,500 | $256,635 |
| JPMORGAN CHASE NOTE - 4.625% - | $300,000 | $298,914 |
| METLIFE INC. NOTE PERPETUAL - | $158,063 | $153,000 |
| ORACLE CORP - 2.950% - 04/01/2 | $1,135,380 | $1,012,350 |
| PNC FIN - 6.750% - 12/31/2049 | $166,188 | $149,265 |
| ROYAL BK CDA SER H - 1.150% - | $1,004,900 | $991,800 |
| SCHWAB CHARLES CORP - 0.000% - | $468,063 | $441,100 |
| SCHWAB CHARLES CORP PERPETUAL | $100,000 | $99,930 |
| STARBUCKS CORP COM - 3.550% - | $1,148,960 | $1,093,174 |
| SVB FINANCIAL GROUP - 4.000% - | $503,250 | $502,500 |
| TOYOTA MOTOR CORP - 0.681% - 0 | $1,243,387 | $1,242,749 |
| TRUIST FINL CORP TIER I PERP B | $526,500 | $521,250 |
| TRUIST FINL SER G - 1.125% - 0 | $977,990 | $967,420 |
| VERIZON COMMUNICATIONS INC - 4 | $1,112,410 | $1,111,550 |
| WELLS FARGO & CO NEW DEPOSITAR | $266,875 | $273,125 |
| WELLS FARGO - 2.393% - 06/02/2 | $790,785 | $762,758 |
| WELLS FARGO - 3.550% - 09/29/2 | $1,024,530 | $1,066,070 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (103 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $714,305 | $888,150 |
| ABB LTD | $488,139 | $572,550 |
| ABBOTT LABS | $465,646 | $844,440 |
| ACCENTURE PLC | $243,560 | $1,243,650 |
| ADOBE SYSTEMS, INC | $762,470 | $907,296 |
| ALLIANZ AGIC CONVERTIBLE INS | $949,801 | $865,247 |
| ALPHABET INC CL A | $541,405 | $1,448,520 |
| AMAZON COM | $412,140 | $1,167,019 |
| AMERICAN WATER WORKS COMPANY I | $217,420 | $944,300 |
| AMGEN INC | $414,225 | $731,153 |
| ANALOG DEVICES INC | $259,707 | $1,098,563 |
| APPLE INC | $550,700 | $2,264,017 |
| ARTISAN SMALL CAP FD ADV | $267,490 | $232,223 |
| AVALONBAY CMNTYS INC | $468,138 | $757,770 |
| BARON INTERNATIONAL GROWTH FUN | $675,104 | $911,153 |
| BERKSHIRE HATHAWAY INC. CLASS | $427,935 | $971,750 |
| BLACKROCK HY MUNI FD I | $280,165 | $280,164 |
| BLACKROCK INC | $200,069 | $915,560 |
| BLACKROCK TECHNOLOGY OPPORTUNI | $350,825 | $634,856 |
| BOOKING HOLDINGS INC | $472,923 | $479,846 |
| BRANDYWINEGLOBAL CORPORATE CRE | $969,568 | $942,546 |
| BROADCOM INC | $594,949 | $1,330,820 |
| CHEVRON CORP | $671,899 | $821,450 |
| CISCO SYSTEMS INC | $792,097 | $1,140,660 |
| COLUMBIA MORTGAGE OPPORTUNITIE | $1,000,000 | $1,037,698 |
| COMCAST CORP | $694,949 | $754,950 |
| CONSTELLATION BRANDS INC | $566,734 | $752,910 |
| COSTCO WHOLESALE CORPORATION | $373,743 | $1,277,325 |
| CVS CAREMARK CORP | $453,463 | $825,280 |
| DODGE & COX STOCK | $614,720 | $664,759 |
| FASTENAL COMPANY | $254,142 | $800,750 |
| FEDERATED KAUFMANN SM CAP | $411,762 | $585,169 |
| FIDELITY ADVISOR HEALTH CARE F | $549,848 | $587,764 |
| FISERV INC | $575,942 | $518,950 |
| FLAHERTY&CRUMRINE CLAYMORE P | $1,024,802 | $1,303,200 |
| GARMIN LTD | $400,039 | $680,850 |
| GENUINE PARTS COMPANY | $543,567 | $841,200 |
| GOLDMAN SACHS GROUP PFD SER J | $260,000 | $264,500 |
| HARTFORD BALANCED INCOME FUND | $210,461 | $201,469 |
| HARTFORD SCHRODERS INTERNATION | $254,811 | $250,173 |
| HOME DEPOT INC | $174,623 | $933,773 |
| HP INC | $379,200 | $470,875 |
| INTEL CORP | $617,730 | $643,750 |
| INTERCONTINENTAL EXCHANGE, INC | $540,134 | $991,583 |
| INVESCO OPPENHEIMER GLOBAL OPP | $491,511 | $520,094 |
| INVESCO OPPENHEIMER ROCHESTER | $510,419 | $506,547 |
| INVESCO PREFERRED ETF | $1,125,214 | $1,200,000 |
| JOHN HANCOCK INTERNATIONAL COR | $323,502 | $383,578 |
| JOHNSON & JOHNSON | $486,304 | $940,885 |
| JP MORGAN CHASE | $322,943 | $989,688 |
| JPMORGAN EMERGING MARKETS EQUI | $215,340 | $198,751 |
| KINDER MORGAN INC | $451,348 | $396,500 |
| KRAFT HEINZ CO | $431,641 | $538,500 |
| L3HARRIS TECHNOLOGIES | $597,120 | $639,720 |
| LOOMIS SAYLES GLOBAL ALLOCATIO | $617,437 | $633,829 |
| MATTHEWS ASIA-PACIFIC FUND | $195,124 | $207,507 |
| MERCK & CO INC | $491,584 | $843,040 |
| META PLATFORMS INC | $682,377 | $1,261,313 |
| MFS INTERNATIONAL DIVERSIFICAT | $406,617 | $503,216 |
| MICROSOFT CORP | $155,188 | $1,681,599 |
| MONDELEZ INTERNATIONAL INC | $384,839 | $596,790 |
| MORGAN STANLEY INSTI FD TR MID | $344,989 | $253,337 |
| MORGAN STANLEY PFD SER E - 7.1 | $228,975 | $221,200 |
| MORGAN STANLEY PFD SER F - 6.8 | $202,894 | $207,825 |
| NEW PERSPECTIVE FUND, CLASS F | $583,028 | $821,240 |
| NEXTERA ENERGY, INC | $160,429 | $933,600 |
| NIKE INC-CL B | $177,914 | $916,685 |
| NUVEEN HIGH YIELD MUNICIPAL BD | $382,679 | $383,263 |
| PAYCHEX | $322,430 | $955,500 |
| PAYPAL HOLDINGS, INC | $582,659 | $565,740 |
| PEPSICO INC | $317,116 | $607,985 |
| PIMCO 0-5 YEAR H/Y CORP BOND | $845,712 | $842,435 |
| PIMCO FLOATING INCOME INSTITUT | $1,579,003 | $1,577,768 |
| PIMCO INCOME FUND | $3,179,526 | $3,124,669 |
| PIMCO MORTGAGE OPPORTUNITIES F | $347,798 | $342,034 |
| PIMCO UNCONSTRAINED TAX MANAGE | $735,494 | $754,329 |
| PNC FINANCIAL SERVICES PFD SER | $601,106 | $579,150 |
| PRINCIPAL SPECTRUM PREFERRED S | $1,738,788 | $1,723,799 |
| PUBLIC STORAGE INC | $423,999 | $842,760 |
| RAYTHEON TECHNOLOGIES CORP | $524,028 | $731,510 |
| ROPER INDUSTRIES | $450,897 | $713,197 |
| SALESFORCE.COM | $770,804 | $813,216 |
| STARBUCKS CORP COM | $411,911 | $877,275 |
| STRYKER CORPORATION | $183,219 | $935,970 |
| T ROWE PRICE EUROPEAN STOCK FU | $1,016,395 | $1,062,751 |
| T. ROWE PRICE EMERGING MARKETS | $104,055 | $105,434 |
| T. ROWE PRICE GROUP | $467,869 | $884,880 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $210,588 | $1,203,100 |
| THE BLACKSTONE GROUP INC CL A | $501,059 | $485,213 |
| THE COCA-COLA CO | $401,239 | $503,285 |
| THERMO FISHER SCIENTIFIC INC | $412,316 | $1,000,860 |
| TJX COMPANIES INC | $551,004 | $759,200 |
| TRUIST FINANCIAL CORPORATION | $712,047 | $731,875 |
| UNION PACIFIC | $271,078 | $881,755 |
| UNITEDHEALTH GROUP INC | $326,692 | $1,255,350 |
| V F CORP | $291,087 | $585,760 |
| VANGUARD INTL GROWTH FD ADMIRA | $658,314 | $877,971 |
| VANGUARD INTL VALUE FUND | $259,843 | $236,500 |
| VICTORY MARKET NEUTRAL INCOME | $2,500,001 | $2,521,029 |
| VICTORY SMALL COMPANY OPPORTUN | $630,663 | $695,112 |
| VICTORY SYCAMORE ESTABLISHED V | $981,958 | $1,091,103 |
| VISA INC | $356,674 | $1,083,550 |
| WASTE MANAGEMENT INC | $556,793 | $834,500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,317,457 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,290,861 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Document Review/Drafting | $1,084 | $1,084 |
| General Consultations | $3,395 | $3,395 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RASPBERRY PI 400 KIT | $7,037 | $7,037 |
| BROADCOM GIFT CARDS | $3,750 | $3,750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $96,400 | $96,400 |
| Cell Phone Expense | $2,494 | $2,494 |
| Foundation Dues & Memberships | $10,000 | $10,000 |
| Indemnification Insurance | $9,991 | $9,991 |
| Insurance Premiums | $10,694 | $10,694 |
| OFFICE SUPPLIES | $943 | $943 |
| EQUIVALENCY DETERMINATION FEES | $250 | $250 |
| GIFT CARD FEES | $205 | $205 |
| FOUNDATION CREDIT CARD FEE | $95 | $95 |
| IT SUPPORT EXPENSES | $7,967 | $7,967 |
| Payroll Processing Fees | $6,923 | $6,923 |
| Postage/Delivery Service | $14,332 | $14,332 |
| State or Local Filing Fees | $245 | $245 |
| Website Hosting/Support | $10,094 | $10,094 |
| PROMOTIONAL ITEMS | $14,223 | $14,223 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $466,825 | $466,825 | |
| Philanthropic Consulting Srvcs | $10,000 | $10,000 | |
| DESIGN SERVICES | $25,875 | $25,875 | |
| BRANDING SERVICES | $7,500 | $7,500 | |
| PHOTO/VIDEO SERVICES | $6,450 | $6,450 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $86,200 | |
| 990-PF Extension for 2020 | $57,611 | |
| Foreign Tax Paid | $4,621 | $4,621 |