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DEUPREE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DEUPREE FAMILY FOUNDATION (EIN 31-1746946)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202241369349105574
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T17:52:01-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311746946EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Deupree Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlDEUPBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 292AddressLine1Txt
CityCollinsvilleCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN DEUPREE JONESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastDEUPREE JONESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,085,150FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$220InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$220InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$182,796DividendsRevAndExpnssAmt
Dividends Net Invst Incm$182,796DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$743,045NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,661,544GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$743,045CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$926,061TotalRevAndExpnssAmt
Total Net Invst Incm$926,061TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$56,867OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$56,867OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$14,420TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$29,993OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$160OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,833OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$101,280TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,027TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,833TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$748,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$748,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$849,780TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,027TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$778,333TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,281ExcessRevenueOverExpensesAmt
Net Investment Income$869,034NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$195,968SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,782SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,782SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,498,125CorporateStockBOYAmt
Corporate Stock EOY$5,554,962CorporateStockEOYAmt
Corporate Stock EOYFMV$7,869,368CorporateStockEOYFMVAmt
Total Assets BOY$5,694,093TotalAssetsBOYAmt
Total Assets EOY$5,770,744TotalAssetsEOYAmt
Total Assets EOYFMV$8,085,150TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,694,093RetainedEarningBOYAmt
Retained Earning EOY$5,770,744RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,694,093TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,770,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,694,093TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,770,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,694,093TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,281ExcessRevenueOverExpensesAmt
Other Increases$370OtherIncreasesAmt
Subtotal$5,770,744SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,770,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,661,544GrossSalesPriceAmt
Cost Or Other Basis$1,918,499CostOrOtherBasisAmt
Gain Or Loss$743,045GainOrLossAmt
Gains Minus Excess Or Losses$743,045GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$743,045CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,080InvestmentIncomeExciseTaxAmt
Subtotal$12,080SubtotalAmt
Tax Based On Investment Income$12,080TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$12,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$320OverpaymentAmt
Applied To ES Tax$320AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnYes (true)TransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (true)ActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Martha Chong
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Kristine Cramer
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Caleb T Deupree
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Karolen Deupree
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Kato Deupree
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Taylor Deupree
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Richard Redwood Deupree III
PO Box 292CollinsvilleCT06022Treas, Dir1.0$0$0$0
Andrew Jones
PO Box 292CollinsvilleCT06022Dir1.0$0$0$0
Susan Deupree Jones
PO Box 292CollinsvilleCT06022Pres, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,528,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$236,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,764,704TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,764,704AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$116,471CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,648,233NetVlNoncharitableAssetsAmt
Minimum Investment Return$382,412MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$382,412MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,080TaxBasedOnInvestmentIncomeAmt
Total Tax$12,080TotalTaxAmt
Distributable Before Adj$370,332DistributableBeforeAdjAmt
Distributable Before Ded$370,332DistributableBeforeDedAmt
Distributable As Adjusted$370,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$778,333ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$778,333QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$778,333AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$370,332DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr3$69,425ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$425,089ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$512,817ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,007,331TotalExcessDistributionCyovAmt
Qualifying Distributions$778,333QualifyingDistributionsAmt
Applied To Current Year$370,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$408,001RemainingDistriFromCorpusAmt
Total Corpus$1,415,332TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,415,332ExcessDistriCyovToNextYrAmt
Excess From Year3$69,425ExcessFromYear3Amt
Excess From Year2$425,089ExcessFromYear2Amt
Excess From Year1$512,817ExcessFromYear1Amt
Excess From Current Year$408,001ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (190 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
13 HANDS EQUINE RESCUE INC
50 TUSCAN WAYCLINTON CORNERSNY12514N/APCGeneral & Unrestricted$5,000
9TH LIFE HAWAII
PO BOX 476MAKAWAOHI96768N/APCGeneral & Unrestricted$1,000
A MORE BALANCED WORLD INC
25149 SMOKEWOOD WAYSTEVENSON RNHCA91381N/APCGeneral & Unrestricted$2,000
ABILITIES DANCE INCORPORATED
2 STRATHMORE RD APT 3BROOKLINEMA02445N/APCGeneral & Unrestricted$2,000
ADVOCATS INC
PO BOX 4415KAILUAKONAHI96745N/APCGeneral & Unrestricted$1,000
AFRICAN COMMUNITY HOUSING & DEVELOPMENT
16256 MILITARY RD S STE 206SEATACWA98188N/APCGeneral & Unrestricted$2,500
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE STE 900WASHINGTONDC20003N/APCGeneral & Unrestricted$1,000
AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY
1663 MISSION ST STE 500SAN FRANCISCOCA94103N/APCGeneral & Unrestricted$3,250
ALLEY CAT ALLIES INCORPORATED
7920 NORFOLK AVE STE 600BETHESDAMD20814N/APCGeneral & Unrestricted$500
ALOHA ILIO RESCUE
PO BOX 492364KEAAUHI96749N/APCGeneral & Unrestricted$2,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FLOORNEW YORKNY10004N/APCGeneral & Unrestricted$4,000
AMERICAN HUMANE ASSOCIATION
1400 16TH ST NW STE 360WASHINGTONDC20036N/APCGeneral & Unrestricted$1,000
AMERICAN SPECIAL HOCKEY ASSOCIATION
37 KENILWORTH RDBINGHAMTONNY13903N/APCGeneral & Unrestricted$2,000
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902N/APCinternational COVID-19 relief Fund$4,000
AMERICAS GROW A ROW INC
150 PITTSTOWN RDPITTSTOWNNJ08867N/APCFree Food Market- Allentown, PA$15,000
ANIMAL FRIENDS OF CONNECTICUT INC
29 PARK PLNEW BRITAINCT06052N/APCGeneral & Unrestricted$1,000
APOPO US INC
712 H ST NEWASHINGTONDC20002N/APCGeneral & Unrestricted$500
APPLE RIDGE FARM INCORPORATED
541 LUCK AVE SW STE 304ROANOKEVA24016N/APCSummer Camp Fund$5,000
ARIZONA DAILY STAR SPORTSMENS FUND INC
PO BOX 16141TUCSONAZ85732N/APCCharitable Event$7,000
ARIZONA FRIENDS OF CHAMBER MUSIC
PO BOX 40845TUCSONAZ85717N/APCGeneral & Unrestricted$1,000
ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION
360 E CORONADO RD STE 190PHOENIXAZ85004N/APCEducation Support Program$10,000
ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION
360 E CORONADO RD STE 190PHOENIXAZ85004N/APCSummer camps and activities Fund$3,000
ARTS FOUNDATION FOR TUCSON AND SOUTHERN ARIZONA
525 N BONITA AVETUCSONAZ85745N/APCCharitable Event$1,000
ASIAN MENTAL HEALTH COLLECTIVE
613 PARK LNFRIENDSWOODTX77546N/APCGeneral & Unrestricted$5,000
ASIAN WOMEN UNITED OF MINNESOTA
PO BOX 6223MINNEAPOLISMN55406N/APCGeneral & Unrestricted$1,000
AUSTIN PETS ALIVE
1156 W CESAR CHAVEZ STAUSTINTX78703N/APCGeneral & Unrestricted$1,500
BAINBRIDGE ISLAND LAND TRUST
147 FINCH PL SWBAINBRIDGE ISLANDWA98110N/APCGeneral & Unrestricted$3,000
BAINBRIDGE ISLAND MUSEUM OF ART
550 WINSLOW WAY EBAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$1,000
BAINBRIDGE ISLAND PARKS FOUNDATION
PO BOX 11127BAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$1,000
BALLET TECH FOUNDATION INC
890 BROADWAY 8TH FLNEW YORKNY10003N/APCGeneral & Unrestricted$2,000
BANGOR HUMANE SOCIETY
693 MOUNT HOPE AVEBANGORME04401N/APCGeneral & Unrestricted$1,000
BAT CONSERVATION INTERNATIONAL INC
PO BOX 140434AUSTINTX78714N/APCGeneral & Unrestricted$1,000
BAYPATH HUMANE SOCIETY OF HOPKINTON INC
500 LEGACY FARMS NHOPKINTONMA01748N/APCGeneral & Unrestricted$1,000
BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC
40 RECTOR ST 11TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$1,500
BIG CAT RESCUE CORP
12802 EASY STTAMPAFL33625N/APCGeneral & Unrestricted$2,500
BIG LIFE FOUNDATION USA
1715 N HERON DRRIDGEFIELDWA98642N/APCGeneral & Unrestricted$1,000
BLANKETS & BEARS INC
1133 KOOTENAI AVEBILLINGSMT59105N/APCGeneral & Unrestricted$5,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST ST NE STE 400WASHINGTONDC20002N/APCGeneral & Unrestricted$4,000
BROTHER WOLF ANIMAL RESCUE INC
31 GLENDALE AVEASHEVILLENC28803N/APCGeneral & Unrestricted$1,000
BRUNOS PRO BONE O PET PANTRY
1310 BLACKHAWK LNBARTLETTIL60103N/APCGeneral & Unrestricted$1,500
CAMPING & EDUCATION FOUNDATION
3515 MICHIGAN AVECINCINNATIOH45208N/APCGeneral & Unrestricted$43,000
CAREERS SUPPORT SOLUTIONS INC
400 COLUMBUS AVEVALHALLANY10595N/APCGeneral & Unrestricted$2,000
CASCADE BICYCLE CLUB
7787 62ND AVE NESEATTLEWA98115N/APCGeneral Operations Fund$1,000
CAT DEPOT
1520 S LODGE DRSARASOTAFL34239N/APCNeo-natal kitten support program$3,000
CAT DEPOT
1520 S LODGE DRSARASOTAFL34239N/APCGeneral & Unrestricted$2,500
CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710TUCSONAZ85702N/APCGeneral & Unrestricted$1,000
CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I
PO BOX 488WAUCHULAFL33873N/APCGeneral & Unrestricted$11,000
CHINESE FOR AFFIRMATIVE ACTION
17 WALTER U LUM PLSAN FRANCISCOCA94108N/APCStop AAPI Hate$5,000
CITYMEALS-ON-WHEELS
355 LEXINGTON AVE 3RD FLNEW YORKNY10017N/APCGeneral & Unrestricted$3,000
COALITION FOR SONORAN DESERT PROTECTION
738 N 5TH AVE STE 205TUCSONAZ85705N/APCGeneral & Unrestricted$20,000
COMMUNITY FOOD BANK INC
3003 S COUNTRY CLUB RDTUCSONAZ85713N/APCGeneral & Unrestricted$5,000
COMMUNITY SOUP KITCHEN INC
84 BROADWAYNEW HAVENCT06511N/APCGeneral & Unrestricted$1,500
COMPANION ANIMAL PROTECTION SOCIETY
1336 N MOORPARK RD 245THOUSAND OAKSCA91360N/APCGeneral & Unrestricted$1,000
CONNECTICUT FOODSHARE INC
2 RESEARCH PKWYWALLINGFORDCT06492N/APCGeneral & Unrestricted$1,000
DETROIT IMPACT INC
9930 GREENFIELD RDDETROITMI48227N/APCGeneral & Unrestricted$500
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117N/APCGeneral & Unrestricted$2,000
DRAGONSPUNK GRO
340 THORNTON AVESAN FRANCISCOCA94124N/APCGeneral & Unrestricted$3,000
DREAMCATCHERS EMPOWERMENT NETWORK
7590 SHORELINE DRSTOCKTONCA95219N/APCGeneral & Unrestricted$1,000
DREAMCHASER PMU HORSE RESCUE AND REHABILITATION IN
6340 KINCHELOE DRFALCONMO65470N/APCGeneral & Unrestricted$1,000
EAST BAY SOCIETY FOR THE PREVENTION OF CRUELTY TO
8323 BALDWIN STOAKLANDCA94621N/APCGeneral & Unrestricted$1,250
EAST HAWAII CULTURAL COUNCIL
141 KALAKAUA STHILOHI96720N/APCGeneral & Unrestricted$3,500
EASTERN AGENCY ON AGING
240 STATE STBREWERME04412N/APCGeneral & Unrestricted$2,500
ECOADAPT
PO BOX 11195BAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$2,500
EDITH KANAKAOLE FOUNDATION
1500 KALANIANAOLE STHILOHI96720N/APCGeneral & Unrestricted$2,500
ENGINEERS FOR A SUSTAINABLE WORLD
424 SAPPHIRE WAYPITTSBURGHPA15224N/APCSummer Project$5,000
ESTHER NEONATAL KITTEN ALLIANCE
PO BOX 2161ASHEVILLENC28802N/APCGeneral & Unrestricted$2,500
FAIRVOTE
6930 CARROLL AVE STE 240TAKOMA PARKMD20912N/APCGeneral & Unrestricted$7,500
FAMILY IMPACT CENTERS
PO BOX 993FOWLERVILLEMI48836N/APCGeneral & Unrestricted$2,000
FELICIAS FARM
5995 E GRANT RD STE 200TUCSONAZ85712N/APCGeneral & Unrestricted$5,000
FIX OUR FERALS
12226 SAN PABLO AVERICHMONDCA94805N/APCGeneral & Unrestricted$1,500
FIXIN THE COAST
18417 DEER DRSAUCIERMS39574N/APCGeneral & Unrestricted$2,000
FLAGSTAFF FAMILY FOOD CENTER
3805 E HUNTINGTON DRFLAGSTAFFAZ86004N/APCMobile kitchen project$4,000
FLAGSTAFF FAMILY FOOD CENTER
3805 E HUNTINGTON DRFLAGSTAFFAZ86004N/APCGeneral & Unrestricted$3,000
FOOD & WATER WATCH
1616 P ST NW STE 300WASHINGTONDC20036N/APCGeneral & Unrestricted$1,000
FOUNDATION OF ARTS MUSIC AND EDUCATION
PO BOX 764BEDFORD HILLSNY10507N/APCGeneral & Unrestricted$5,000
FOWLERVILLE CHURCH OF THE NAZARENE
8040 COUNTRY CORNER DRFOWLERVILLEMI48836N/APCParsonage Fund, Missions Fund, and General Fund$25,000
FOWLERVILLE CHURCH OF THE NAZARENE
8040 COUNTRY CORNER DRFOWLERVILLEMI48836N/APCGeneral & Unrestricted$16,500
FOX TUCSON THEATRE FOUNDATION
PO BOX 1008TUCSONAZ85702N/APCGeneral & Unrestricted$5,000
FRIENDS OF LILIUOKALANI GARDENS
PO BOX 5147HILOHI96720N/APCGeneral & Unrestricted$2,000
FRIENDS OF THE LIBRARY OF HAWAII
501 SUMMER ST UNIT 614HONOLULUHI96817N/APCHilo and Laupahoehoe library branches on the big island$2,000
FRIENDS OF THE PALACE THEATER
38 HAILI STHILOHI96720N/APCGeneral & Unrestricted$1,000
GATHERING 4 GARDNER INC
2885 SANFORD AVE SW 39552GRANDVILLEMI49418N/APCGeneral & Unrestricted$2,000
GLEANERS COMMUNITY FOOD BANK INC
2131 BEAUFAIT STDETROITMI48207N/APCGeneral & Unrestricted$20,000
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCLES FRUITS DE MER Project$2,000
HARTLAND ENRICHMENT AND RECREATION ORGANIZATION
3191 HARTLAND RDHARTLANDMI48353N/APCGeneral & Unrestricted$10,000
HAWAII ISLAND HUMANE SOCIETY
78-6767 MAMALAHOA HWYHOLUALOAHI96725N/APCGeneral & Unrestricted$4,000
HAWAII WILDLIFE CENTER
PO BOX 551752KAPAAUHI96755N/APCGeneral & Unrestricted$2,500
HAWKWING INC
306 CAVAN LNGLASTONBURYCT06033N/APCGeneral & Unrestricted$5,000
HEARTLAND FARM SANCTUARY INC
PO BOX 45746MADISONWI53744N/APCGeneral & Unrestricted$1,000
HELPLINE HOUSE
282 KNECHTEL WAY NEBAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$3,000
HIGHER EDGE INC
35 REDDEN AVENEW LONDONCT06320N/APCGeneral & Unrestricted$2,500
HOPE SERVICES HAWAII INC
357 WAIANUENUE AVEHILOHI96720N/APCGeneral & Unrestricted$2,500
HOWELL NATURE CENTER LLC
1005 TRIANGLE LAKE RDHOWELLMI48843N/APCGeneral & Unrestricted$3,000
HUI ALOHA KIHOLO
PO BOX 1868KAMUELAHI96743N/APCGeneral & Unrestricted$3,000
HUI MALAMA I KE ALA ULILI
PO BOX 6PAAUILOHI96776N/APCGeneral & Unrestricted$3,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036N/APCGeneral & Unrestricted$3,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
635 W ROGER RDTUCSONAZ85705N/APCGeneral & Unrestricted$1,000
HYLA MIDDLE SCHOOL
7861 NE BUCKLIN HILL RDBAINBRIDGE ISWA98110N/APCAnnual Fund$2,000
HYLA MIDDLE SCHOOL
7861 NE BUCKLIN HILL RDBAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$2,000
INNOCENCE PROJECT INC
40 WORTH ST RM 701NEW YORKNY10013N/APCGeneral & Unrestricted$2,500
INSTITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE ST 19TH FLOORBOSTONMA02109N/APCThe Conversation Project$2,000
INTERNATIONAL BIRD RESCUE
PO BOX 2171LONG BEACHCA90801N/APCGeneral & Unrestricted$2,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068ALBERT LEAMN56007N/APCGeneral & Unrestricted$4,000
IVORY COAST MEDICAL RELIEF TEAM ICMRT
PO BOX 1364BELLEVUEWA98009N/APCGeneral & Unrestricted$2,500
KITSAP COMMUNITY FOUNDATION
PO BOX 3670SILVERDALEWA98383N/APCGeneral & Unrestricted$3,000
KUAAINA ULU AUAMO
47-200 WAIHEE RD CO KEY PROJECKANEOHEHI96744N/APCGeneral & Unrestricted$2,500
LIVINSTON CHRISTIAN SCHOOLS
7669 BRIGHTON RDBRIGHTONMI48116N/APCGeneral & Unrestricted$6,000
LOAVES AND FISHES SOUTHWEST DETROIT
4311 CENTRAL STDETROITMI48210N/APCGeneral & Unrestricted$1,000
LOVE INC OF THE GREATER LIVINGSTON AREA
PO BOX 558HOWELLMI48844N/APCCharitable Event$1,000
LOVE INC OF THE GREATER LIVINGSTON AREA
PO BOX 558HOWELLMI48844N/APCGeneral & Unrestricted$17,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$5,000
MENTORING URBAN STUDENTS & TEENS
PO BOX 28858SEATTLEWA98118N/APCGeneral & Unrestricted$2,500
MT PLEASANT ANIMAL SHELTER INC
194 STATE RTE 10EAST HANOVERNJ07936N/APCGeneral & Unrestricted$2,000
NATIONAL AUDUBON SOCIETY - GREENWICH
613 RIVERSVILLE RDGREENWICHCT06831N/APCJunior Forest Technicians Project$10,000
NATIONAL CENTER FOR TRANSGENDER EQUALITY
1032 15TH ST NW 199WASHINGTONDC20005N/APCGeneral & Unrestricted$2,000
NATIONAL FOREST FOUNDATION
BLDG 27 STE 3 FORT MISSOULA ROADMISSOULAMT59804N/APCSouthern Arizona Forest Fund$2,000
NAZARENE COMPASSIONATE MINISTRIES INC
17001 PRAIRIE STAR PKWY STE 100LENEXAKS66220N/ASO IIGeneral & Unrestricted$2,500
NEADS INC
PO BOX 1100PRINCETONMA01541N/APCGeneral & Unrestricted$2,000
NEIGHBORS LINK CORP
27 COLUMBUS AVEMOUNT KISCONY10549N/APCGeneral & Unrestricted$2,000
NEW BEGINNING MINISTRIES OF DETROIT
1708 CASGRAIN STDETROITMI48209N/APCGeneral & Unrestricted$5,000
NEW ENGLAND STEAM CORP
PO BOX 302WINTERPORTME04496N/APCGeneral & Unrestricted$7,500
NEW GEORGIA PROJECT INCORPORATED
830 GLENWOOD AVE SE STE 510-221ATLANTAGA30316N/APCGeneral & Unrestricted$5,500
NEW HORIZONS INC
37 BLISS MEMORIAL RDUNIONVILLECT06085N/APCRaised gardening beds project$6,000
NORTHWOOD SCHOOL
92 NORTHWOOD RDLAKE PLACIDNY12946N/APCGeneral & Unrestricted$12,500
NOWZAD
2770 MAIN ST STE 161FRISCOTX75033N/APCGeneral & Unrestricted$1,000
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036N/APCGeneral & Unrestricted$500
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036N/APC2020 Annual Arizona Fund$500
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036N/APCChampions of Sea Change program$1,000
OPEN DOOR FOUNDATION INC
165 MAIN STOSSININGNY10562N/APCGeneral & Unrestricted$2,000
PACIFIC GATEWAY CENTER
723 UMI ST STE CHONOLULUHI96819N/APCJob Creation Through Agriculture program$2,000
PAEPAE O HEEIA
PO BOX 6355KANEOHEHI96744N/APCGeneral & Unrestricted$2,000
PAWS 4 LIBERTY
8939 PALOMINO DRLAKE WORTHFL33467N/APCGeneral & Unrestricted$7,000
PAWS CROSSED ANIMAL RESCUE INC
100 S WAREHOUSE LNELMSFORDNY10523N/APCGeneral & Unrestricted$1,000
PAWS OF HAWAII
PO BOX 6177KANEOHEHI96744N/APCGeneral & Unrestricted$2,000
PEEWEES PET ADOPTION WORLD & SANCTUARY INC
1307 SARATOGA BLVDCORP CHRISTITX78417N/APCGeneral & Unrestricted$4,000
PENNSYLVANIA PUBLIC RADIO ASSOCIATES INC
PO BOX 256CHESTER SPRGSPA19425N/APCEchoes Radio Program$500
PETS INC OF THE MIDLANDS
PO BOX 6394WEST COLUMBIASC29171N/APCGeneral & Unrestricted$2,000
PLAYERS PHILANTHROPY FUND
1122 KENILWORTH DR STE 201TOWSONMD21204N/APCWelcome to Chinatown Organization Fund$1,000
PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVEPORT CHESTERNY10573N/APCGeneral & Unrestricted$5,000
POSITIVE FUTURES NETWORK
284 MADRONA WAY NE STE 116BAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$13,000
POUND RIDGE FIRE DEPARTMENT INC
WESTCHESTER AVEPOUND RIDGENY10576N/APCGeneral & Unrestricted$5,000
POUND RIDGE LAND CONSERVANCY INC
1361 OLD POST RDPOUND RIDGENY10576N/APCGeneral & Unrestricted$2,000
POUND RIDGE LIONS AMBULANCE CORPS
PO BOX 237POUND RIDGENY10576N/APCGeneral & Unrestricted$2,000
PROJECT A W A R E FOUNDATION
30151 TOMAS STE 200RANCHO SANTA MARGARITACA92688N/APCGeneral & Unrestricted$2,000
RAINBOW FRIENDS ANIMAL SANCTUARY
PO BOX 1259KURTISTOWNHI96760N/APCGeneral & Unrestricted$2,000
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
1305 N FLORES STSAN ANTONIOTX78212N/APCGeneral & Unrestricted$3,000
ROOTS OF HEALTH
455 MAIN ST APT 14ENEW YORKNY10044N/APCGeneral & Unrestricted$2,000
SALISH SEA EXPEDITIONS
1257 PATMOS LN NWBAINBRIDGE ISLANDWA98110N/APCGeneral & Unrestricted$1,000
SAN JUAN PRESERVATION TRUST
468 ARGYLE AVE STE BFRIDAY HARBORWA98250N/APCGeneral & Unrestricted$2,500
SAN JUAN PRESERVATION TRUST
468 ARGYLE AVE STE BFRIDAY HARBORWA98250N/APCBeaverton Valley Preserve$5,000
SANCTUARY ONE
13195 UPPER APPLEGATE RDJACKSONVILLEOR97530N/APCGeneral & Unrestricted$500
SAVE A FORGOTTEN EQUINE
PO BOX 2769REDMONDWA98073N/APCGeneral & Unrestricted$2,000
SAVING GRACIE
406 ARAGON PLVACAVILLECA95688N/APCGeneral & Unrestricted$3,000
SEATTLE ART MUSEUM
1300 1ST AVESEATTLEWA98101N/APCGeneral & Unrestricted$1,500
SEATTLE PARKS FOUNDATION
105 SOUTH MAIN ST 235SEATTLEWA98104N/APCGeneral & Unrestricted$3,000
SELF DISCOVERY PAIN POSITIONING AND PURPOSE INC
4021 MCGINNIS FERRY RD APT 133SUWANEEGA30024N/APCGeneral & Unrestricted$1,500
SOUND EXPERIENCE
2900 WASHINGTON ST STE EPORT TOWNSENDWA98368N/APCGeneral & Unrestricted$1,000
SOUTH SIDE COMMUNITY ART CENTER
3831 S MICHIGAN AVECHICAGOIL60653N/APCGeneral & Unrestricted$2,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$5,000
STAND BESIDE THEM INC
590 MADISON AVE SUITE 2100NEW YORKNY10022N/APCGeneral & Unrestricted$2,000
SYLVIA RIVERA LAW PROJECT INC
147 W 24TH ST 5TH FLNEW YORKNY10011N/APCGeneral & Unrestricted$2,000
TECH TURN UP
1666 CONNECTICUT AVE NWWASHINGTONDC20009N/APCGeneral & Unrestricted$5,000
THE CONNECTICUT AUDUBON SOCIETY INCORPORATED
314 UNQUOWA RDFAIRFIELDCT06824N/APCto purchase Solar roller shades at the Coastal Center$1,000
THE FOOD BASKET INC
40 HOLOMUA STHILOHI96720N/APCGeneral & Unrestricted$17,000
THE HERMITAGE CAT SHELTER
PO BOX 13508TUCSONAZ85732N/APCGeneral & Unrestricted$3,500
THE KOHALA CENTER INC
PO BOX 437462KAMUELAHI96743N/APCHawaii Food Producers Fund$10,000
THE PETEY GREENE PROGRAM INC
22 STOCKTON STPRINCETONNJ08540N/APCGeneral & Unrestricted$3,500
THE SAFE CROSSINGS FOUNDATION
4210 SW OREGON ST STE HSEATTLEWA98116N/APCGeneral & Unrestricted$2,500
THE TANK CENTER FOR SONIC ARTS INC
233 COUNTY RD 46RANGELYCO81648N/APCGeneral & Unrestricted$5,000
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069N/APCGeneral & Unrestricted$4,000
THREE RING RANCH INC
75-809 KEAOLANI DRKAILUA KONAHI96740N/APCGeneral & Unrestricted$2,000
TOHONO CHUL PARK INC
7366 N PASEO DEL NORTETUCSONAZ85704N/APCGeneral & Unrestricted$2,000
TRI-STATE BIRD RESCUE AND RESEARCH INC
170 POSSUM HOLLOW RDNEWARKDE19711N/APCGeneral & Unrestricted$3,500
TRI-STATE BIRD RESCUE AND RESEARCH INC
170 POSSUM HOLLOW RDNEWARKDE19711N/APCSummer Internship program Fund and General Fund$2,000
TUCSON BOTANICAL GARDENS
2150 N ALVERNON WAYTUCSONAZ85712N/APCGeneral & Unrestricted$1,500
UNION STREET BRICK CHURCH
126 UNION STBANGORME04401N/APCGeneral & Unrestricted$7,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVETUCSONAZ85721N/APCNational Institute for Civil Discourse$3,000
UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE
PO BOX 359505SEATTLEWA98195N/APCGeneral Operations Fund$1,000
UPROOT COLORADO
PO BOX 6016AVONCO81620N/APCGeneral & Unrestricted$2,000
UPTURNSHIPS INC
5832 LINCOLN DRMINNEAPOLISMN55436N/APCGeneral & Unrestricted$2,000
URBAN JUNCTURE FOUNDATION
300 E 51ST STCHICAGOIL60615N/APCGeneral & Unrestricted$36,000
URBAN RURAL ACTION
300 3RD ST NE APT 102WASHINGTONDC20002N/APCGeneral & Unrestricted$2,500
VITAL GROUND FOUNDATION INC
20 FORT MISSOULA RDMISSOULAMT59804N/APCGeneral & Unrestricted$2,000
VOICES OF HOPE FOR APHASIA INC
6798 CROSSWINDS DR N STE B-102ST PETERSBURGFL33710N/APCGeneral & Unrestricted$2,000
VOLUNTEERS IN PSYCHOTHERAPY INC
7 SOUTH MAIN STWEST HARTFORDCT06107N/APCGeneral & Unrestricted$3,000
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA02481N/APCGeneral & Unrestricted$5,000
WILD BIRD FUND INC
565 COLUMBUS AVENEW YORKNY10024N/APCGeneral & Unrestricted$1,000
WILDERNESS INTEGRATION PROJECT
PO BOX 816KINGSTONWA98346N/APCGeneral & Unrestricted$20,000
WOLF CONSERVATION CENTER INC
PO BOX 421SOUTH SALEMNY10590N/APCGeneral & Unrestricted$2,000
WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NW 7TH FLWASHINGTONDC20001N/APCGeneral & Unrestricted$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$748,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$220ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$182,796ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$743,045ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$926,061ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$926,061TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUBEE FOUNDATION INC CUMBERLAND BLDGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11309 NW 192ND AVEAddressLine1Txt
CityGAINESVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32609ZIPCd
FieldValueIRS element (for citing)
Grant2020-05-22GrantDt
Grant$600GrantAmt
Purpose Of GrantTO PURCHASE PRODUCE FOR FRUIT BAT COLLECTIONPurposeOfGrantTxt
Expended By Grantee$600ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee5/5/21DatesOfReportsByGranteeTxt
Results Of Verificationnone necessaryResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$35,162$97,729
ABBVIE INC$94,539$131,901
AIR PRODS & CHEM INC$86,478$160,813
AMERICAN TOWER REIT INC$78,226$93,468
AMGEN INC$38,122$50,213
AUTOMATIC DATA PROCESSING INC$91,414$119,172
BEST BUY INC$72,020$69,333
BLACKROCK INC$68,002$158,370
BROADCOM INC$105,210$164,987
CHEVRON CORP$103,471$96,675
CISCO SYSTEMS INC$61,853$135,256
COMCAST CORP$51,086$75,323
CROWN CASTLE INTL$62,159$145,154
EATON CORP PLC$55,872$78,091
ELI LILLY & CO$55,904$114,071
EVERSOURCE ENERGYINC$37,308$38,355
FIRST TRUST DEVELOPED MARKETS$172,904$214,229
FIRST TRUST DOW JONES INTERNET$117,086$224,292
FIRST TRUST FINANCIAL ALPHADEX$89,185$112,355
FIRST TRUST LOW DURATION OPPOR$253,211$251,955
FIRST TRUST NORTH AMERICAN ENE$196,125$214,588
FIRST TRUST TCW OPP FIXED INC$86,418$92,726
FT-PREFERRED SECUR & INC ETF$178,627$195,082
HOME DEPOT INC$62,883$174,433
HONEYWELL INTL$34,834$57,908
ILLINOIS TOOL WORKS$45,111$79,364
ISHARES 20+ YR TREAS BD$259,986$237,023
ISHARES BARCLAYS 10-20 YEAR TR$94,133$89,640
ISHARES INC ISHARES MSCI EM ES$35,550$40,319
ISHARES MSCI KLD 400 SOCIAL IN$265,856$447,778
ISHARES TRUST ISHARES MSCI EAF$53,549$57,297
JP MORGAN CHASE$92,340$212,312
LOCKHEED MARTIN CORP$46,035$109,343
MARSH AND MCLENNAN COMPANIES I$63,107$110,574
MCDONALD'S CORP$77,415$110,644
MEDTRONIC PLC$71,287$105,759
MERCK & CO INC$158,798$163,861
MICROSOFT CORP$39,399$195,048
MONDELEZ INTERNATIONAL INC$130,515$152,478
NEXTERA ENERGY, INC$67,626$188,110
NUSHARES ETF TR/ESG LARGE-CAP$115,065$132,460
NUVEEN ESG LARGE-CAP VALUE ETF$99,674$115,364
NUVEEN ESG SMALL-CAP ETF$61,134$90,706
PAYCHEX$57,866$129,297
PEPSICO INC$113,891$155,282
PHILLIPS 66$46,918$38,705
PIMCO 25+ YR ZERO CPN U.S. TRS$64,229$57,778
PNC FINANCIAL GROUP INC$87,092$112,167
PROCTER GAMBLE CO$119,580$127,779
PROLOGIS$68,852$92,397
QUALCOMM INC$99,581$116,488
REALTY INCOME CORP$68,690$74,816
SEMPRA ENERGY COM$90,113$102,804
STARBUCKS CORP COM$58,576$126,904
TEXAS INSTRUMENTS INC$80,491$219,991
TRUIST FINANCIAL CORPORATION$96,307$144,411
UNITED PARCEL SERVICE$48,864$53,656
US BANCORP$73,115$78,448
VANGUARD LT GOV BOND ETF$224,639$207,235
VERIZON COMMUNICATIONS$47,683$51,043
WEC ENERGY GROUP, INC$43,796$75,608

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$29,156$29,156
Bank Charges$160$160
Office Supplies$160$160
Postage/Delivery Service$267$267
State or Local Filing Fees$200$200
Website Hosting/Support$50$50

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
RECOVERY OF DISBURSEMENTS$0
MADE IN ERROR IN PRIOR YEAR$370

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$56,867Amt
Net Investment Income$56,867NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
4720 Tax for 2020$1,420
990-PF Estimated Tax for 2020$8,700
990-PF Estimated Tax for 2021$4,300