THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC (EIN 39-1923558)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349106630
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:43:22-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 391923558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT D AND PATRICIA E KERN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2629686838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C RAHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2629686838 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | RAHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $759,382,340 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,827,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,827,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,890,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,826,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,890,762 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,905,285 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,946,972 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $72,623,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,665,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,215,617 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $142,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,073,067 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,893,245 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,870 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,866,375 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,230,223 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,810 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,189,413 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,502 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,389 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,917 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,459 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,548,863 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,705,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,843,355 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $981,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $31,916 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,916 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $662,453 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $662,453 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,688 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,688 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,489,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,489,924 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,128,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,934,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,196,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,650,248 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,650,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,778,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,934,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,846,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,155,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,731,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,722 | CashBOYAmt |
| Cash EOY | $156,090 | CashEOYAmt |
| Cash EOYFMV | $156,090 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,627,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,767,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,767,963 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $349,031,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $355,920,251 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $355,920,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $81,494,977 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $97,667,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,667,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $278,788,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $293,870,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $293,870,183 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $717,991,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,382,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $759,382,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $717,991,169 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $759,382,340 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $717,991,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $759,382,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $717,991,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $759,382,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $717,991,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,155,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,546,373 | OtherIncreasesAmt |
| Subtotal | $759,382,340 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $759,382,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| VARIOUS STOCKS AND BONDS | $122,832,391 | $81,935,300 | $40,897,091 | $40,897,091 |
| GAINS REPORTED ON K-1S AND PARTNERSHIPS | $15,993,671 | $15,993,671 | $15,993,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,890,762 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $969,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $969,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $969,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $635,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $775,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5,248 | EsPenaltyAmt |
| Tax Due | $199,509 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KFFDN.ORG | WebsiteAddressTxt |
| Individual With Books | MR MICHAEL W SENSKE | IndividualWithBooksNm |
| Phone | 2629686838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| BODE KYLE R | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | VICE PRESIDENT | 40.00 | $314,481 | $55,920 | $0 |
| GRABER RICHARD | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| HANSON GAIL | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $3,500 | $0 | $0 |
| KERN ROBERT D | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| PETERSON MARCIA | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| PIERSON WARREN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| RAHN JAMES C | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & PRESIDENT | 40.00 | $589,031 | $56,632 | $0 |
| RAMIREZ AUSTIN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| ROELL STEVEN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| SENSKE MICHAEL W | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | CFO & TREASURER | 40.00 | $300,105 | $58,439 | $0 |
| TABAT DAWN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PURVIS ELIZABETH | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $248,451 | $58,135 | $0 |
| STAWSKI CHRISTOPHER | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $195,503 | $47,883 | $0 |
| DOUG MELTON | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $178,203 | $43,391 | $0 |
| KAREN WILKEN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $166,434 | $37,777 | $0 |
| HEATHCOCK JOHN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $167,535 | $13,755 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 24 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| FRANKLINCOVEY CLIENT SALES INC | ||||||
| 2200 W PARKWAY BLVD | SALT LAKE CITY | UT | 84119 | CONSULTING | $2,500,000 | |
| PGIM REAL ESTATE | ||||||
| 7 GIRALDA FARMS | MADISON | NJ | 07940 | INVESTMENT ADVISORY | $402,203 | |
| FRED ALGER MANAGEMENT INC | ||||||
| 111 FIFTH AVENUE | NEW YORK | NY | 10003 | INVESTMENT ADVISORY | $394,708 | |
| INVESCO ADVISORS | ||||||
| 1555 PEACHTREE STREET NE SUITE 1800 | ATLANTA | GA | 30309 | INVESTMENT ADVISORY | $313,364 | |
| FIDUCIARY MANAGEMENT INC | ||||||
| 100 EAST WISCONSIN AVENUE SUITE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $304,677 | 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KERN ENGINEERING ENTREPRENEURSHIP NETWORK PROGRAM (KEEN) CONFERENCES - 2 CONFERENCES CONVENED AND SPONSORED BY THE FOUNDATION WITH A TOTAL OF 463 GRANTEES IN ATTENDENCE. | Description1Txt |
| Expenses1 | $301,209 | Expenses1Amt |
| Description2 | E&C PROGRAM NETWORK CONFERENCES - HOSTED 11 EVENTS IN 2021 WITH A TOTAL OF 512 GRANTEES IN ATTENDANCE | Description2Txt |
| Expenses2 | $41,733 | Expenses2Amt |
| Description3 | CREATION OF KEEN DIGITAL PLATFORM DESIGN AND MAINTENANCE FOR USE BY THE KEEN NETWORK OF OVER 4,000 USERS. | Description3Txt |
| Expenses3 | $897,168 | Expenses3Amt |
| Description4 | FACULTY DEVELOPMENT - 12 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 191 GRANTEES IN ATTENDANCE. | Description4Txt |
| Expenses4 | $488,843 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $461,553,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $291,533,314 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $753,188,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $753,188,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,297,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $741,891,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,094,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,094,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $969,261 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,985 | IncomeTaxAmt |
| Total Tax | $972,246 | TotalTaxAmt |
| Distributable Before Adj | $36,122,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $279,152 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,401,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,401,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,846,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,846,286 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,401,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,796,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,076,998 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,009,234 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,200,664 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,262,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,346,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,846,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,401,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,444,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $148,791,196 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,796,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,994,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,076,998 | ExcessFromYear4Amt |
| Excess From Year3 | $19,009,234 | ExcessFromYear3Amt |
| Excess From Year2 | $23,200,664 | ExcessFromYear2Amt |
| Excess From Year1 | $30,262,866 | ExcessFromYear1Amt |
| Excess From Current Year | $39,444,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KERN ROBERT D | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | |||||||||||
| 98 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | NONE | PC | FWE FOCUSED PROGRAMMING, CONFERENCES | $2,461,000 | ||||
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT THE FAITH AND PUBLIC LIFE PROGRAM | $3,000,000 | ||||
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | |||||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT PROGRAM ACTIVITIES TO ADVANCE EM RESOURCES FOR ASEE MEMBERS | $400,000 | ||||
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $810,000 | ||||
| ARKANSAS TECH UNIVERSITY FOUNDATION | |||||||||||
| 1509 N BOULDER AVE | RUSSELLVILLE | AR | 72801 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| ARTISTS IN CHRISTIAN TESTIMONY | |||||||||||
| PO BOX 1649 | BRENTWOOD | TN | 37024 | NONE | PC | FWE FOCUSED CONTENT | $158,500 | ||||
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | |||||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | NONE | PC | GROW APDP | $155,000 | ||||
| AUGSBURG UNIVERSITY | |||||||||||
| 2211 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | NONE | PC | IMPLEMENT APDP | $90,000 | ||||
| BELMONT UNIVERSITY | |||||||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY | $975,000 | ||||
| BES INC | |||||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | NONE | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $1,200,000 | ||||
| BETHEL UNIVERSITY | |||||||||||
| 3900 BETHEL DRIVE | ST PAUL | MN | 55112 | NONE | PC | IMPLEMENT APDP | $99,221 | ||||
| BIOLA UNIVERSITY INC | |||||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NONE | PC | GROW APDP | $200,000 | ||||
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | |||||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | NONE | GOV | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $591,467 | ||||
| BOARD OF TRUSTEES OF THE UNIVERSITY OF ARKANSAS ACTING FOR AND ON BEHALF OF | |||||||||||
| 535 W RESEARCH CENTER BLVD STE 120 | FAYETTE | AR | 72701 | NONE | GOV | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $150,000 | ||||
| BOSTON COLLEGE TRUSTEES | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) | $500,000 | ||||
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | |||||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | NONE | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $1,558,333 | ||||
| BUCKNELL UNIVERSITY | |||||||||||
| 235 DANA ENGINEERING BLDG | LEWISBURG | PA | 17837 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| CALIFORNIA BAPTIST UNIVERSITY | |||||||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | NONE | PC | IMPLEMENT APDP | $200,000 | ||||
| CAMPBELL UNIVERSITY | |||||||||||
| 450 LESLIE CAMPBELL AVE | BUIS CREEK | NC | 27506 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $20,000 | ||||
| CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC | |||||||||||
| 221 SOUTH HARTWELL AVENUE | WAUKESHA | WI | 53186 | NONE | PC | OPERATING EXPENSES | $25,000 | ||||
| CENTER FOR URBAN TEACHING INC | |||||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $360,000 | ||||
| CHALMERS CENTER FOR ECONOMIC DEVELOPMENT AT COVENANT COLLEGE | |||||||||||
| 507 MCFARLAND ROAD SUITE B | LOOKOUT MOUNTAIN | GA | 30750 | NONE | PC | SUPPORT THE DEVELOPMENT OF A NETWORK OF TRAINERS FOR OUR STRATEGIC PARTNERS | $50,000 | ||||
| CHARACTER LAB INC | |||||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | NONE | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $300,000 | ||||
| CHARTER FUND INC | |||||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | NONE | PC | IMPACT-CHARACTER-CTE INTEGRATION | $9,000,000 | ||||
| CHRISTIAN HISTORY INSTITUTE INC | |||||||||||
| PO BOX 540 | WORCESTER | PA | 19490 | NONE | PC | SUPPORT CHRISTIAN HISTORY MAGAZINE | $50,000 | ||||
| CHURCH PLANTING NETWORK | |||||||||||
| 10751 PALACE CT | MANASSAS | VA | 20111 | NONE | PC | SUPPORT THE EXPONENTIAL VENTURES INITIATIVE | $50,000 | ||||
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PC | SUPPORT HISTORICAL CHARACTER ACTORS | $200,000 | ||||
| COMMUNITY COLLEGE OF ALLEGHENY COUNTY | |||||||||||
| 808 RIDGE AVENUE 109 BYERS HALL | PITTSBURGH | PA | 15212 | NONE | GOV | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| COMMUNITY WAREHOUSE INC | |||||||||||
| 521 S 9TH STREET | MILWAUKEE | WI | 53204 | NONE | PC | OPERATING EXPENSES | $25,000 | ||||
| CONCORDIA UNIVERSITY | |||||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | IMPLEMENT APDP | $500,000 | ||||
| COUNCIL FOR CHRISTIAN COLLEGES AND UNIVERSITIES | |||||||||||
| 321 EIGHTH STREET NE | WASHINGTON | DC | 20002 | NONE | PC | SPONSOR AND SUPPORT CCCU'S 2022 INTERNATIONAL FORUM | $90,000 | ||||
| CROWN COLLEGE | |||||||||||
| 8700 COLLEGE VIEW DRIVE | ST BONIFACIUS | MN | 55375 | NONE | PC | GROW APDP | $100,000 | ||||
| DREXEL UNIVERSITY | |||||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $160,000 | ||||
| DUKE UNIVERSITY | |||||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | NONE | PC | IMPLEMENT APDP; SUPPORT DEVELOPMENT OF A CHARACTER FRAMEWORK; SUPPORT ANNUAL CONFERENCE ON CHARACTER | $1,010,000 | ||||
| ELON UNIVERSITY | |||||||||||
| 100 CAMPUS DRIVE | ELON | NC | 27244 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| ERSKINE COLLEGE | |||||||||||
| 2 WASHINGTON ST | DUE WEST | SC | 29639 | NONE | PC | IMPLEMENT APDP | $97,600 | ||||
| EVANGELICAL PRESBYTERIAN CHURCH INC | |||||||||||
| 5800 TG LEE BLVD STE 510 | ORLANDO | FL | 32822 | NONE | PC | BROADEN THE ORDINATION PIPELINE OF THE EPC | $8,750 | ||||
| FLORIDA INSTITUTE OF TECHNOLOGY INC | |||||||||||
| 150 WEST UNIVERSITY BOULEVARD | MELBOURNE | FL | 32901 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" | $145,000 | ||||
| FOREST SCHOOL | |||||||||||
| 290 HEATHERDEN AVE | FAYETTEVILLE | GA | 30214 | NONE | PC | SUPPORT FORREST SCHOOL'S CHARACTER EDUCATION APPROACH | $150,000 | ||||
| FOUNDATION FOR ECONOMIC EDUCATION INC | |||||||||||
| 1718 PEACHTREE SUITE 1048 | ATLANTA | GA | 30309 | NONE | PC | SUPPORT FEE'S ONGOING MISSION | $362,500 | ||||
| FRESNO PACIFIC UNIVERSITY | |||||||||||
| 1717 S CHESTNUT AVE | FRESNO | CA | 93702 | NONE | PC | IMPLEMENT APDP | $137,750 | ||||
| GEORGE FOX UNIVERSITY | |||||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | NONE | PC | IMPLEMENT APDP | $143,000 | ||||
| GEORGETOWN UNIVERSITY | |||||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | TO EMBED PRACTICAL WISDOM INTO THE CURRICULAR MATERIALS FOR EDUNOMICS LAB'S CERTIFICATE IN EDUCATION FINANCE | $100,000 | ||||
| GEORGIA TECH RESEARCH CORPORATION | |||||||||||
| 800 WEST PEACHTREE STREET NW-ROOM | ATLANTA | GA | 30308 | NONE | SO III FI | ENHANCE AND ADVANCE KEEN MISSION | $2,510,000 | 4428 | |||
| GORDON COLLEGE | |||||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | NONE | PC | IMPLEMENT APDP | $114,000 | ||||
| GORDON CONWELL THEOLOGICAL SEMINARY INC | |||||||||||
| 130 ESSEX ST | SOUTH HAMILTON | MA | 01982 | NONE | PC | IMPLEMENT APDP | $128,400 | ||||
| GPS EDUCATION PARTNERS INC | |||||||||||
| 20633 WATERTOWN CT SUITE 202 | BROOKFIELD | WI | 53186 | NONE | PC | OPERATING EXPENSES | $25,000 | ||||
| GRACE SCHOOLS | |||||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | NONE | PC | IMPLEMENT APDP | $102,500 | ||||
| GRAND CANYON UNIVERSITY | |||||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | IMPLEMENT APDP | $540,000 | ||||
| GREATHEARTS FOUNDATION | |||||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | NONE | SO I | SUPPORT THE VIRTUE LEADERSHIP PROGRAM AND THE EXPANSION OF THEIR SCHOOL NETWORK | $7,446,485 | ||||
| GROVE CITY COLLEGE | |||||||||||
| 100 CAMPUS DR | GROVE CITY | PA | 16127 | NONE | PC | RESEARCH AND GROW APDP | $15,000 | ||||
| HOPE INSTITUTE | |||||||||||
| PO BOX 530491 | MOUNTAIN BRK | AL | 35253 | NONE | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $175,000 | ||||
| IN MEDIAS RES | |||||||||||
| 3 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | SUPPORT A SERIES OF SMALL COHORTS OF STRATEGIC LEADERS IN FALL 2021 | $73,000 | ||||
| INDIANA WESLEYAN UNIVERSITY | |||||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | NONE | PC | GROW APDP | $418,500 | ||||
| INSTITUTE FOR JUSTICE | |||||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | OPERATING EXPENSES | $250,000 | ||||
| JAMES MADISON UNIVERSITY FOUNDATION INC | |||||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | NONE | PC | DEVELOP AND ENHANCE EM STUDENT EXPERIENCES | $160,000 | ||||
| JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC | |||||||||||
| PO BOX 28221 | PHILADELPHIA | PA | 19131 | NONE | PC | SUPPORT EXPANSION OF THE FELLOWS PROGRAM. | $100,000 | ||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | NONE | PC | TO SUPPORT A POSTDOCTORAL FELLOW AT THE JOHNS HOPKINS INSTITUTE FOR EDUCATION POLICY | $122,389 | ||||
| LATIN AMERICAN BIBLE INSTITUTE COLLEGE | |||||||||||
| 14209 E LOMITAS | LA PUENTE | CA | 91746 | NONE | PC | IMPLEMENT APDP | $124,000 | ||||
| LAWRENCE TECHNOLOGICAL UNIVERSITY | |||||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 48075 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $344,000 | ||||
| LIPSCOMB UNIVERSITY | |||||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | PC | IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM | $630,000 | ||||
| LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE | |||||||||||
| 10427 W LINCOLN AVENUE STE 1300 | MILWAUKEE | WI | 53227 | NONE | PC | OPERATING EXPENSES | $25,000 | ||||
| LUTHERAN UNIVERSITY ASSOCIATION | |||||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| MICHIGAN TECH FUND | |||||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $410,000 | ||||
| MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC | |||||||||||
| 5001 N OAK TRAFFICWAY | KANSAS CITY | MO | 64118 | NONE | PC | GROW APDP | $44,000 | ||||
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 52303 | NONE | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING | $950,000 | ||||
| MONTANA STATE UNIVERSITY | |||||||||||
| CULBERTSON HALL 100 | BOZEMAN | MT | 59717 | NONE | GOV | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $250,000 | ||||
| MTF FUND | |||||||||||
| 10901 LOWELL AVE STE 130 | OVERLAND PARK | KS | 66210 | NONE | SO I | SUPPORT THE GROWTH AND IMPACT OF MTF | $2,100,000 | ||||
| NATIONAL COLLEGIATE INVENTORS & INNOVATORS ALLIANCE | |||||||||||
| 100 VENTURE WAY | HADLEY | MA | 01035 | NONE | PC | SUPPORT EM AND SUSTAINABILITY FACULTY DEVELOPMENT WORKSHOPS | $27,000 | ||||
| NEW SCHOOLS FOR ALABAMA | |||||||||||
| 2 20TH ST N STE 1315 | BIRMINGHAM | AL | 35203 | NONE | PC | SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA | $455,000 | ||||
| NORTH AMERICAN BAPTIST SEMINARY | |||||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | NONE | PC | GROW APDP | $65,000 | ||||
| NORTH CENTRAL COLLEGE | |||||||||||
| 30 NORTH BRAINARD ST | NAPERVILLE | IL | 60540 | NONE | PC | CHARACTER EDUCATION PROJECT | $650,000 | ||||
| NORTH DAKOTA STATE UNIVERSITY | |||||||||||
| 1340 ADMINISTRATION AVE | FARGO | ND | 58105 | NONE | GOV | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| NORTHERN BAPTIST THEOLOGICAL SEMINARY | |||||||||||
| 410 WARRENVILLE RD | LISLE | IL | 60532 | NONE | PC | IMPLEMENT APDP | $99,117 | ||||
| NORTHWEST NAZARENE UNIVERSITY INC | |||||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | IMPLEMENT APDP | $85,000 | ||||
| OHIO NORTHERN UNIVERSITY | |||||||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $285,000 | ||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT PROJECT | $10,000 | ||||
| PALM BEACH ATLANTIC UNIVERSITY INC | |||||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | NONE | PC | GROW APDP | $111,000 | ||||
| PARENT CHOICE INC | |||||||||||
| 350 BISHOPS WAY STE 104 | BROOKFIELD | WI | 53005 | NONE | SO I | OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE | $650,000 | ||||
| PBS FOUNDATION | |||||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | SO I | DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT | $2,003,518 | ||||
| PHILANTHROPY ROUNDTABLE | |||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | OPERATING SUPPORT; SUPPORT FOR CONVENING ON PHILANTHROPY IN MEDICAL EDUCATION | $25,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | NONE | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $1,133,037 | ||||
| PROJECT LEAD THE WAY INC | |||||||||||
| 5939 CASTLE CREEK PARKWAY NORTH | INDIANAPOLIS | IN | 46250 | NONE | PC | CURRICULUM MAP | $2,800,000 | DRIVE | |||
| REDEEMER CITY TO CITY | |||||||||||
| 57 W 57TH ST 4TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | FWE CONTENT AND RESOURCES | $350,000 | ||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | PC | KEEN IMPLEMENTATION | $370,000 | ||||
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | |||||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | NONE | PC | TOOLS/RESOURCES TO PROMOTE EM | $310,000 | ||||
| ROWAN UNIVERSITY FOUNDATION INC | |||||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | NONE | PC | ADVANCE EM ASSESSMENT WITH A DIRECT ASSESSMENT TOOL | $182,778 | ||||
| SAMFORD UNIVERSITY | |||||||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | NONE | PC | BUILDING CHARACTER AND COMPETENCE | $150,000 | ||||
| SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY | |||||||||||
| 501 E ST JOSEPH ST | RAPID CITY | SD | 57701 | NONE | GOV | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| SOUTHEASTERN UNIVERSITY INC | |||||||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | NONE | PC | GROW APDP | $700,000 | ||||
| ST MARYS UNIVERSITY OF MINNESOTA | |||||||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | NONE | PC | SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM | $375,183 | ||||
| ST AUGUSTINE PREPARATORY ACADEMY INC | |||||||||||
| 2607 S 5TH STREET | MILWAUKEE | WI | 53207 | NONE | PC | OPERATING EXPENSES | $25,000 | ||||
| ST LOUIS UNIVERSITY | |||||||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | EM IN CORE SCIENCE/MATH PROGRAMMING | $212,226 | ||||
| TEACH FOR AMERICA INC | |||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING | $700,000 | ||||
| THE GOSPEL COALITION INC | |||||||||||
| 2065 HALF DAY RD | DEERFIELD | IL | 60015 | NONE | PC | SUPPORT FWE CONTENT | $228,866 | ||||
| THE MEDICAL COLLEGE OF WISCONSIN INC | |||||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PC | KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK; SUPPORT ENDOWED CHAIR OF BRAIN TRAUMA RESEARCH | $2,375,000 | ||||
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP | $173,374 | ||||
| THOMAS B FORDHAM INSTITUTE | |||||||||||
| 1016 16TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT A COMMENTARY SERIES FOCUSED ON VIRTUE EDUCATION AND ETHICS IN SCHOOLS | $20,000 | ||||
| TRINITY INTERNATIONAL UNIVERSITY | |||||||||||
| 2065 HALF DAY RD | DEERFIELD | IL | 60015 | NONE | PC | OIKONOMIA NETWORK SUPPORT | $180,000 | ||||
| UNION UNIVERSITY | |||||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | NONE | PC | IMPLEMENT APDP | $141,000 | ||||
| UNIVERSITY OF DAYTON | |||||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $470,000 | ||||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 27599 | NONE | GOV | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $409,965 | ||||
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | |||||||||||
| OFFICE OF RESEARCH AND SPONSORED | CEDAR FALLS | IA | 50614 | NONE | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $733,940 | PROGRAMS 213 EAST BARTLETT HALL | |||
| UNIVERSITY OF PORTLAND | |||||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $120,000 | ||||
| UNIVERSITY OF ST THOMAS | |||||||||||
| 2115 SUMMIT AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | EXPANSION OF NETWORK LEADERSHIP ON CURIOSITY | $89,000 | ||||
| UNIVERSITY OF TOLEDO | |||||||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | NONE | GOV | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $160,000 | ||||
| UPLIFT EDUCATION | |||||||||||
| 3000 PEGASUS PARK DRIVE STE 1100 | DALLAS | TX | 75247 | NONE | PC | TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE | $353,000 | ||||
| URBAN OUTREACH FOUNDATION | |||||||||||
| 1451 HUNTINGTON DR | CALUMET CITY | IL | 60409 | NONE | PC | PILOTING OF FWE RESOURCES | $40,000 | ||||
| UTAH STATE UNIVERSITY | |||||||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | GOV | SUPPORT THE CREATION OF A SCHOOL LEADERS SUPPORT PLAN FOR CHARACTER EDUCATION | $101,000 | ||||
| UW-PLATTEVILLE FOUNDATION INC | |||||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $190,000 | ||||
| VENTOUX PARTNERSHIP NETWORK INC | |||||||||||
| 1160 BEACH AVENUE | BRONX | NY | 10472 | NONE | PC | SUPPORT THE DEVELOPMENT OF A CURRICULUM THAT INTEGRATES CHARACTER INTO AN IB FRAMEWORK | $150,000 | ||||
| WAKE FOREST UNIVERSITY | |||||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $2,537,753 | ||||
| WARTBURG COLLEGE | |||||||||||
| 100 WARTBURG COLLEGE | WAVERLY | IA | 50677 | NONE | PC | IMPLEMENT APDP | $130,000 | ||||
| WELCH COLLEGE | |||||||||||
| 1045 BISON TR | GALLATIN | TN | 37066 | NONE | PC | IMPLEMENT APDP | $326,000 | ||||
| WESTERN NEW ENGLAND UNIVERSITY | |||||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| WGU ADVANCEMENT | |||||||||||
| 4001 S 700 EAST 700 | SALT LAKE CITY | UT | 84107 | NONE | SO I | SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS | $956,500 | ||||
| WILLIAM JESSUP UNIVERSITY | |||||||||||
| 2121 UNIVERSITY AVENUE | ROCKLIN | CA | 95765 | NONE | PC | IMPLEMENT APDP | $100,596 | ||||
| WILLIAM MARSH RICE UNIVERSITY | |||||||||||
| PO BOX 2932-MS 531 | HOUSTON | TX | 77005 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||
| WINDRIDER INSTITUTE INC | |||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | NONE | POF | CONTENT CREATION | $259,000 | ||||
| WISCONSIN EVANGELICAL LUTHERAN SYNOD | |||||||||||
| N16W23377 STONE RIDGE DR | WAUKESHA | WI | 53188 | NONE | PC | PRINCIPAL PARTICIPATION IN MSOE MBA-EL | $156,000 | ||||
| WISCONSIN INSTITUTE FOR LAW & LIBERTY INC | |||||||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | NONE | PC | OPERATING EXPENSES | $595,000 | ||||
| LEGATUM INSTITUTE FOUNDATION | |||||||||||
| NONE | PC | FORUM US PILOT | $100,000 | 11 CHARLES STREET | LONDON | UK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,650,248 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | ||||||||
| 98 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | NONE | PC | FWE FOCUSED PROGRAMMING, CONFERENCES | $3,200,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT THE FAITH AND PUBLIC LIFE PROGRAM | $750,000 | |
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | ||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT PROGRAM ACTIVITIES TO ADVANCE EM RESOURCES FOR ASEE MEMBERS | $250,000 | |
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | ||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | NONE | PC | GROW APDP | $200,000 | |
| AUGSBURG UNIVERSITY | ||||||||
| 2211 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | NONE | PC | IMPLEMENT APDP | $139,454 | |
| BELMONT UNIVERSITY | ||||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY | $1,175,000 | |
| BES INC | ||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | NONE | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $600,000 | |
| BIOLA UNIVERSITY INC | ||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NONE | PC | GROW APDP | $385,112 | |
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | ||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | NONE | GOV | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $995,379 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) | $1,000,000 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | ||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | NONE | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $2,359,087 | |
| CALIFORNIA BAPTIST UNIVERSITY | ||||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | NONE | PC | IMPLEMENT APDP | $184,000 | |
| CHARACTER LAB INC | ||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | NONE | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $1,700,000 | |
| CHARTER FUND INC | ||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | NONE | PC | IMPACT-CHARACTER-CTE INTEGRATION | $36,000,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | IMPLEMENT APDP | $1,239,000 | |
| CROWN COLLEGE | ||||||||
| 8700 COLLEGE VIEW DRIVE | ST BONIFACIUS | MN | 55375 | NONE | PC | GROW APDP | $100,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $1,185,000 | |
| ERSKINE COLLEGE | ||||||||
| 2 WASHINGTON ST | DUE WEST | SC | 29639 | NONE | PC | IMPLEMENT APDP | $195,200 | |
| FOUNDATION FOR ECONOMIC EDUCATION INC | ||||||||
| 1718 PEACHTREE SUITE 1048 | ATLANTA | GA | 30309 | NONE | PC | SUPPORT FEE'S ONGOING MISSION | $362,500 | |
| FRESNO PACIFIC UNIVERSITY | ||||||||
| 1717 S CHESTNUT AVE | FRESNO | CA | 93702 | NONE | PC | IMPLEMENT APDP | $413,250 | |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | NONE | PC | IMPLEMENT APDP | $157,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | TO EMBED PRACTICAL WISDOM INTO THE CURRICULAR MATERIALS FOR EDUNOMICS LAB'S CERTIFICATE IN EDUCATION FINANCE | $100,000 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| 800 WEST PEACHTREE STREET NW-ROOM | ATLANTA | GA | 30308 | NONE | SO III FI | ENHANCE AND ADVANCE KEEN MISSION | $634,000 | 4428 |
| GORDON COLLEGE | ||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | NONE | PC | IMPLEMENT APDP | $342,000 | |
| GORDON CONWELL THEOLOGICAL SEMINARY INC | ||||||||
| 130 ESSEX ST | SOUTH HAMILTON | MA | 01982 | NONE | PC | IMPLEMENT APDP | $513,600 | |
| GRACE SCHOOLS | ||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | NONE | PC | IMPLEMENT APDP | $102,500 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | IMPLEMENT APDP | $1,620,000 | |
| GREATHEARTS FOUNDATION | ||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | NONE | SO I | SUPPORT THE VIRTUE LEADERSHIP PROGRAM AND THE EXPANSION OF THEIR SCHOOL NETWORK | $18,451,733 | |
| HOPE INSTITUTE | ||||||||
| PO BOX 530491 | MOUNTAIN BRK | AL | 35253 | NONE | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $215,000 | |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | NONE | PC | GROW APDP | $1,191,000 | |
| JAMES MADISON UNIVERSITY FOUNDATION INC | ||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | NONE | PC | DEVELOP AND ENHANCE EM STUDENT EXPERIENCES | $160,000 | |
| JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC | ||||||||
| PO BOX 28221 | PHILADELPHIA | PA | 19131 | NONE | PC | SUPPORT EXPANSION OF THE FELLOWS PROGRAM. | $182,000 | |
| LAWRENCE TECHNOLOGICAL UNIVERSITY | ||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 48075 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $400,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | PC | IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM | $1,430,970 | |
| MICHIGAN TECH FUND | ||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $208,500 | |
| MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC | ||||||||
| 5001 N OAK TRAFFICWAY | KANSAS CITY | MO | 64118 | NONE | PC | GROW APDP | $33,000 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 52303 | NONE | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING | $421,000 | |
| MONTANA STATE UNIVERSITY | ||||||||
| CULBERTSON HALL 100 | BOZEMAN | MT | 59717 | NONE | GOV | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $98,000 | |
| MTF FUND | ||||||||
| 10901 LOWELL AVE STE 130 | OVERLAND PARK | KS | 66210 | NONE | SO I | SUPPORT THE GROWTH AND IMPACT OF MTF | $2,074,000 | |
| NEW SCHOOLS FOR ALABAMA | ||||||||
| 2 20TH ST N STE 1315 | BIRMINGHAM | AL | 35203 | NONE | PC | SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA | $2,260,000 | |
| NORTH AMERICAN BAPTIST SEMINARY | ||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | NONE | PC | GROW APDP | $130,000 | |
| NORTH CENTRAL COLLEGE | ||||||||
| 30 NORTH BRAINARD ST | NAPERVILLE | IL | 60540 | NONE | PC | CHARACTER EDUCATION PROJECT | $629,523 | |
| NORTHERN BAPTIST THEOLOGICAL SEMINARY | ||||||||
| 410 WARRENVILLE RD | LISLE | IL | 60532 | NONE | PC | IMPLEMENT APDP | $99,117 | |
| NORTHWEST NAZARENE UNIVERSITY INC | ||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | IMPLEMENT APDP | $415,000 | |
| PALM BEACH ATLANTIC UNIVERSITY INC | ||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | NONE | PC | GROW APDP | $222,000 | |
| PBS FOUNDATION | ||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | SO I | DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT | $1,000,000 | |
| PROJECT LEAD THE WAY INC | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH | INDIANAPOLIS | IN | 46250 | NONE | PC | CURRICULUM MAP | $2,500,000 | DRIVE |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | PC | KEEN IMPLEMENTATION | $125,000 | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | NONE | PC | TOOLS/RESOURCES TO PROMOTE EM | $157,500 | |
| ROWAN UNIVERSITY FOUNDATION INC | ||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | NONE | PC | ADVANCE EM ASSESSMENT WITH A DIRECT ASSESSMENT TOOL | $184,683 | |
| SOUTHEASTERN UNIVERSITY INC | ||||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | NONE | PC | GROW APDP | $1,400,000 | |
| ST MARYS UNIVERSITY OF MINNESOTA | ||||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | NONE | PC | SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM | $300,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING | $950,000 | |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | ||||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP | $134,221 | |
| UNION UNIVERSITY | ||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | NONE | PC | IMPLEMENT APDP | $219,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 27599 | NONE | GOV | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $191,000 | |
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||||
| OFFICE OF RESEARCH AND SPONSORED | CEDAR FALLS | IA | 50614 | NONE | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $1,933,000 | PROGRAMS 213 EAST BARTLETT HALL |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $120,500 | |
| UNIVERSITY OF TOLEDO | ||||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | NONE | GOV | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $134,000 | |
| UPLIFT EDUCATION | ||||||||
| 3000 PEGASUS PARK DRIVE STE 1100 | DALLAS | TX | 75247 | NONE | PC | TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE | $706,000 | |
| UTAH STATE UNIVERSITY | ||||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | GOV | SUPPORT THE CREATION OF A SCHOOL LEADERS SUPPORT PLAN FOR CHARACTER EDUCATION | $199,600 | |
| UW-PLATTEVILLE FOUNDATION INC | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $130,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $6,593,000 | |
| WARTBURG COLLEGE | ||||||||
| 100 WARTBURG COLLEGE | WAVERLY | IA | 50677 | NONE | PC | IMPLEMENT APDP | $141,403 | |
| WELCH COLLEGE | ||||||||
| 1045 BISON TR | GALLATIN | TN | 37066 | NONE | PC | IMPLEMENT APDP | $163,000 | |
| WGU ADVANCEMENT | ||||||||
| 4001 S 700 EAST 700 | SALT LAKE CITY | UT | 84107 | NONE | SO I | SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS | $2,586,415 | |
| WILLIAM JESSUP UNIVERSITY | ||||||||
| 2121 UNIVERSITY AVENUE | ROCKLIN | CA | 95765 | NONE | PC | IMPLEMENT APDP | $68,440 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $104,459,687 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,827,486 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,890,762 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | -$320,839 | 14 | $9,946,972 | |
| PRIOR YEAR GRANT REFUND | $279,152 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$320,839 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,665,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $279,152 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,623,533 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | PRIOR YEAR GRANT REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY | CategoryTxt |
| Amt | $36,917 | Amt |
| Net Investment Income | $18,459 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,458 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WINDRIDER INSTITUTE INC | |||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 2020-11-12 | $101,000 | SUPPORT WINDRIDER IGNITE STORY PROJECT | $101,000 | NONE | 6/1/21 | 2021-06-01 | FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. |
| WINDRIDER INSTITUTE INC | |||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 2021-03-31 | $91,000 | SUPPORT WINDRIDER IGNITE STORY PROJECT | $91,000 | NONE | 10/29/21 | 2021-10-29 | FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. |
| WINDRIDER INSTITUTE INC | |||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 2021-06-30 | $115,000 | SUPPORT WINDRIDER IGNITE STORY PROJECT | $115,000 | NONE | 10/29/21 | 2021-10-29 | FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. |
| WINDRIDER INSTITUTE INC | |||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 2021-08-30 | $53,000 | SUPPORT WINDRIDER IGNITE STORY PROJECT | $53,000 | NONE | 10/29/21 | 2021-10-29 | FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD ADVISORS | $40,878,968 | $40,878,968 |
| PACIFIC ASSET MANAGEMENT BANK | $34,014,138 | $34,014,138 |
| TCW EM DEBT | $22,774,747 | $22,774,747 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMI INTERNATIONAL | $46,005,856 | $46,005,856 |
| FRED ALGER | $62,180,395 | $62,180,395 |
| OFI GLOBAL | $32,976,605 | $32,976,605 |
| VANGUARD S&P 500 INDEX | $65,781,031 | $65,781,031 |
| VANGUARD RUSSELL 2000 GROWTH | $12,399,275 | $12,399,275 |
| ACADIAN ASSET MANAGEMENT | $38,238,950 | $38,238,950 |
| EUROPACIFIC GROWTH FUND | $39,540,109 | $39,540,109 |
| FIDUCIARY MANAGEMENT | $58,798,030 | $58,798,030 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN PRIVATE EQUITY | FMV | $76,247,591 | $76,247,591 |
| ANGELO GORDON ENERGY | FMV | $889,983 | $889,983 |
| CLAIRION LION PROPERTIES FUND | FMV | $20,247,967 | $20,247,967 |
| NIS | FMV | $29,714,215 | $29,714,215 |
| PARAMETRIC | FMV | $50,884,315 | $50,884,315 |
| PORTFOLIO ADVISORS | FMV | $2,939,872 | $2,939,872 |
| PRISA III | FMV | $33,083,218 | $33,083,218 |
| PRUDENTIAL CAPITAL PARTNERS | FMV | $21,234,963 | $21,234,963 |
| RREEF INSTITUTIONAL | FMV | $15,124,632 | $15,124,632 |
| SUMMIT PARTNERS CREDIT | FMV | $18,012,214 | $18,012,214 |
| CRESCENT PRIVATE CREDIT PARTNERS | FMV | $11,222,897 | $11,222,897 |
| CORBIN CAPITAL PARTNERS | FMV | $14,268,316 | $14,268,316 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | QUARLES & BRADY | CategoryTxt |
| Legal Fees | $34,502 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,389 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $7,933 | $0 | $7,933 |
| COMPUTER TECHNOLOGY | $59,540 | $0 | $59,540 |
| DUES & SUBSCRIPTIONS | $7,789 | $0 | $7,789 |
| FURNITURE | $329 | $0 | $329 |
| RECRUITMENT EXPENSES | $16,350 | $0 | $16,350 |
| MEMORIALS/MISC | $144 | $0 | $144 |
| OFFICE SUPPLIES | $11,605 | $0 | $11,605 |
| POSTAGE & DELIVERY | $223 | $0 | $223 |
| KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) | $897,168 | $0 | $897,168 |
| KEEN FACULTY DEVELOPMENT (DCA) | $488,843 | $0 | $488,843 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $9,626,133 | $9,946,972 | $9,626,133 |
| PRIOR YEAR GRANT REFUND | $279,152 | $279,152 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY UNREALIZED GAIN | Desc |
| Amt | $48,546,373 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (30 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AARON JAGDFELD - INVESTMENT CONSULTING | $1,500 | $1,500 | $0 |
| ACADIAN - INVESTMENT ADVISORY SERVICES | $110,016 | $110,016 | $0 |
| BANK OF AMERICA - CUSTODY SERVICES | $48,925 | $48,925 | $0 |
| BETTER PARTNERS, LLC - CONSULTING | $4,913 | $0 | $4,913 |
| CLARION LION - INVESTMENT ADVISORY SERVICES | $205,971 | $205,971 | $0 |
| FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES | $304,677 | $304,677 | $0 |
| FRED ALGER - INVESTMENT ADVISORY SERVICES | $394,697 | $394,697 | $0 |
| GARY LATO - INVESTMENT CONSULTING | $2,000 | $2,000 | $0 |
| MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES | $142,250 | $142,250 | $0 |
| NIS - INVESTMENT ADVISORY SERVICES | $249,768 | $249,768 | $0 |
| OFI GLOBAL - INVESTMENT ADVISORY SERVICES | $313,364 | $313,364 | $0 |
| PARAMETRIC - INVESTMENT ADVISORY SERVICES | $149,162 | $149,162 | $0 |
| PRISA III - INVESTMENT ADVISORY SERVICES | $402,203 | $402,203 | $0 |
| PRUDENTIAL REAL ESTATE - INVESTMENT ADVISORY SERVICES | $251,360 | $251,360 | $0 |
| GERALD DIMSDALE - CONSULTING | $8,137 | $0 | $8,137 |
| RREEF - INVESTMENT ADVISORY SERVICES | $127,115 | $127,115 | $0 |
| WISDOM FOR GOOD - CONSULTING | $48,255 | $0 | $48,255 |
| WARREN PIERSON - INVESTMENT CONSULTING | $2,500 | $2,500 | $0 |
| MICHAEL STRAIN - CONSULTING | $25,000 | $0 | $25,000 |
| THOMAS KEPPELER - CONSULTING | $25,405 | $0 | $25,405 |
| RICHARD REEVES - CONSULTING | $25,000 | $0 | $25,000 |
| EDDY SHIGLEY - CONSULTING | $20,373 | $0 | $20,373 |
| RICHARD WEISSBOURD - CONSULTING | $82,500 | $0 | $82,500 |
| CHALLENGER, GARY & CHRISTMAS, INC. - CONSULTING | $5,000 | $0 | $5,000 |
| JOEL ROSARIO - CONSULTING | $33,900 | $0 | $33,900 |
| OAK ROSE GROUP, LLC - CONSULTING | $9,249 | $0 | $9,249 |
| SHARON KOENINGS - CONSULTING | $11,752 | $0 | $11,752 |
| STEPHEN PRESLEY - CONSULTING | $7,713 | $0 | $7,713 |
| MARY MURPHY - CONSULTING | $36,158 | $0 | $36,158 |
| FRANKLINCOVEY CLIENT SALES INC. - CONSULTING | $2,500,000 | $0 | $2,500,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAYMENT | $978,154 | $0 | $0 |
| STATE INCOME TAX PAYMENT | $2,985 | $0 | $0 |