THE LEGAL EDUCATION FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LEGAL EDUCATION FOUNDATION (EIN 98-1129085)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-09-02
- IRS object ID
- 202232459349100308
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-02T11:03:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981129085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGAL EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CLARE JOHNS THE FOUNDATION | InCareOfNm |
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 2030055695 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 2 RIVER HOUSE BROADFORD BUS | AddressLine1Txt |
| City | SHALFORD | CityNm |
| Province Or State | SURREY | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8EP | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE JOHNS | PersonNm |
| Person Title | Deputy Chief Exec. | PersonTitleTxt |
| Phone | 2030055695 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLARE | PersonFirstNm |
| Person Last | JOHNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Organization | Yes (X) | ForeignOrganizationInd |
| Foreign Org Meeting85 Pct Test | Yes (X) | ForeignOrgMeeting85PctTestInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $384,680,857 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $894,922 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92,372 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,444,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $928,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,298,121 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $651,895 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,381,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $928,543 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,292,115 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,229,111 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $292,154 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $290,077 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $9,836 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $55,809 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,026,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,598 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $640,057 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $167,779 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $210,797 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,111 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,285 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $45,806 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $54,865 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,472 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $170,436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,010,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,678,273 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,942,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,655,007 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,952,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,333,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,429,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $756,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,982 | CashBOYAmt |
| Cash EOY | $34,153 | CashEOYAmt |
| Cash EOYFMV | $34,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,262,903 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,590,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,590,873 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $95 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $918,273 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,348,829 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,348,829 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $323,466,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $345,195,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $345,195,390 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,334,823 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,511,612 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,511,612 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,672 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,672 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $359,015,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $384,680,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $384,680,857 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $517,140 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $707,859 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,649,664 | GrantsPayableBOYAmt |
| Grants Payable EOY | $11,313,543 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,696,359 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,997,098 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,863,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,018,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $344,702,527 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $368,472,337 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $449,501 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $190,020 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,152,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $368,662,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,015,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $384,680,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,152,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,429,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,080,803 | OtherIncreasesAmt |
| Subtotal | $368,662,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $368,662,357 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,142 | SubtotalAmt |
| Tax Based On Investment Income | $37,142 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $36,632 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $36,632 | TotalPaymentsAndCreditsAmt |
| Tax Due | $510 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THELEGALEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARE JOHNS THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2030055695 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STE 2 RIVER HOUSE BROADFORD B pk | AddressLine1Txt |
| City | SHALFORD | CityNm |
| Province Or State | SURREY | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8EP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DAVID ARMSTRONG | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| ALISA BEATON | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| GUY BERINGER | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| JANE REEVES | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| ROGER FINBOW | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| JONATHAN FREEMAN | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| RUPERT BARON | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| SALLY JAMES | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| TIMOTHY DUTTON | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| ALISON PICKUP | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| MONICA RISAM | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW SMERDON | |||||||||
| SUITE 2 RIVER HOUSE | SHALFORD | SURREY | UK | GU4 8EP | CHIEF EXECUTIVE | 35.0 | $169,433 | $36,557 | $1,072 |
| ALAN HUMPHREYS | |||||||||
| SUITE 2 RIVER HOUSE | SHALFORD | SURREY | UK | GU4 8EP | DEPUTY CHIEF EXEC | 35.0 | $169,433 | $0 | $7,335 |
| NATALIE BYROM | |||||||||
| SUITE 2 RIVER HOUSE | SHALFORD | SURREY | UK | GU4 8EP | DIR OF RESEARCH | 35.0 | $116,850 | $22,964 | $0 |
| JILLIAN GALE | |||||||||
| SUITE 2 RIVER HOUSE | SHALFORD | SURREY | UK | GU4 8EP | DEUTY SECRETARY | 35.0 | $103,911 | $21,838 | $3,783 |
| CLARE JOHNS | |||||||||
| SUITE 2 RIVER HOUSE | SHALFORD | SURREY | UK | GU4 8EP | ACCOUNTANT | 35.0 | $94,831 | $19,431 | $1,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WORKMAN LLP | |||||
| 4TH FLR MINTON PL STATION RD | SWINDON | UK | SN1 1DA | SERVICE CHARGES | $142,686 |
| CAMBRIDGE ASSOCIATES | |||||
| 80 VICTORIA ST CARDINAL PL | LONDON | UK | SW1E 5JL | INVESTMENT MGMT | $151,925 |
| AON UK LTD | |||||
| THE AON CENTRE 122 LEADENHALL ST | LONDON | UK | EC3V 4AN | INSURANCE | $81,017 |
| HONORABLE SOCIETY OF THE INNER TEMPLE | |||||
| 6 KINGS BENCH WALK | LONDON | UK | EC4Y 7DR | OFFICE RENT | $66,962 |
| LINKLATERS LLP | |||||
| ONE SILK ST | LONDON | UK | EC2Y 8HQ | DB PENSION + GDPR | $57,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,333,280 | 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 | $9,333,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,333,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $9,333,280 | QualifyingDistributionsAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,333,280 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,333,280 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,333,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,333,280 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STE 2 RIVER HOUSE BROADFORD BP | AddressLine1Txt |
| City | SHALFORD | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8EP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Grants | GrantOrContributionPurposeTxt |
| Amt | $7,942,106 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,942,106 | 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 | $92,372 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,444,382 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,298,121 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DILAPIDATION CHARGES RECEIVED ON PREMISES | 24 | $512,295 |
| INTER-COMPANY RECHARGES | 24 | $139,478 |
| PARKING SPACES INCOME | 24 | $122 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,486,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,486,770 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $55,440 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $55,809 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABN AMRO BANK NV | $278,253 | $278,253 |
| BAE SYSTEMS PLC | $271,682 | $271,682 |
| BANK OF MONTREAL | $562,407 | $562,407 |
| BUPA FINANCE PLC | $277,432 | $277,432 |
| BURBERRY GROUP PLC | $275,270 | $275,270 |
| CADENT FINANCE PLC | $137,852 | $137,852 |
| CANADIAN IMPERIAL BANK | $275,384 | $275,384 |
| CENTRICA PLC | $306,462 | $306,462 |
| CLOSE BROS GROUP | $277,780 | $277,780 |
| CREDIT SUISSE | $338,620 | $338,620 |
| DAIMLER INTL FINANCE | $278,294 | $278,294 |
| EUROCLEAR BANK SA | $283,675 | $283,675 |
| EXPERIAN FINANCE | $279,900 | $279,900 |
| LONDON STOCK EXCHANGE | $285,189 | $285,189 |
| NATIONAL AUSTRALIA BANK | $278,238 | $278,238 |
| NORDEA BANK | $343,064 | $343,064 |
| RSA INSURANCE GROUP | $283,816 | $283,816 |
| SCOTTISH & SOUTHERN ENERGY | $304,042 | $304,042 |
| UNITED WATER UTILITIES LTD | $303,898 | $303,898 |
| VOLKSWAGEN FIN SERV | $280,130 | $280,130 |
| WESSEX WATER SERVICES | $311,784 | $311,784 |
| WESTPAC BANKING CORP | $278,440 | $278,440 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR STYLE PREMIA OFFSHORE FD | $429,999 | $429,999 |
| ARROWSTREET CAPITAL LLP | $29,467,028 | $29,467,028 |
| ARTEMIS INSTITUTIONAL EQTY INC | $16,929,365 | $16,929,365 |
| BARINGS GLOBAL SR SECURED LOAN | $14,556,916 | $14,556,916 |
| BLUECREST ALLBLUE LTD | $69,424 | $69,424 |
| CEVIAN CAPITAL II, LTD | $24,176,921 | $24,176,921 |
| CHARITIES PROPERTY FUND | $18,478,267 | $18,478,267 |
| GENERATION FUND | $14,420,128 | $14,420,128 |
| GMO SYSTEMATIC GLOBAL MACRO FD | $11,800,049 | $11,800,049 |
| HERONBRIDGE FUND | $17,398,994 | $17,398,994 |
| MAJOR INVESTMENTS LTD | $23,850,870 | $23,850,870 |
| NAYA COLDWATER FUND | $18,446,615 | $18,446,615 |
| NED GROUP INVESTMENT FUND | $12,386,801 | $12,386,801 |
| NEWTONS GLOBAL DYNAMIC BOND FD | $12,328,482 | $12,328,482 |
| NORTHERN TRUST EM INDEX | $18,556,127 | $18,556,127 |
| NORTHERN TRUST WORLD EQTY IND | $80,175,374 | $80,175,374 |
| VERITAS GLOBAL FOCUS FUND | $31,724,030 | $31,724,030 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $112,472 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $170,436 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DILAPIDATION CHARGES RECEIVED ON PREMISE | $512,295 | $0 | $0 |
| INTER-COMPANY RECHARGES | $139,478 | $0 | $0 |
| PARKING SPACES INCOME | $122 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION, INVEST UNREAL GAINS | $7,821,304 |
| EXHANGE RATE ADJUSTMENT ON TRANSLATION | $12,259,499 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,026,183 | Amt |
| Net Investment Income | $171,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $640,057 | DisbursementsCharitablePrpsAmt |