FANNIE E RIPPEL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FANNIE E RIPPEL FOUNDATION (EIN 22-1559427)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202212979349100756
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T16:37:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 221559427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FANNIE E RIPPEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FANN | BusinessNameControlTxt |
| Phone | 9735400101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MAPLE AVENUE 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079605451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA LANDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735400101 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | LANDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9143818900 | PhoneNum |
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 | $105,362,432 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,291,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $628 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $628 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $628 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $293,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $732,596 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $732,596 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,116,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,844,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,729,577 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $77,235 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $180,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $252,393 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $252,893 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,882,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,715,194 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,063,352 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $620,197 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,797 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,797 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $588,754 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,221,713 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,059,590 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $633,946 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,047 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,047 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $581,086 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,739 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,603 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,514,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $695,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $695,780 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,663,798 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $13,628 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $13,628 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $114,437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78,210 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $78,210 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $91,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,354 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $267,931 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $268,231 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,190 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $492 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $492 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,887 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $392,816 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $459,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $459,116 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $373,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,880,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,257,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,257,070 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,716,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,164,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,257,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,257,070 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,926,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,718,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,458,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $564,755 | CashBOYAmt |
| Cash EOY | $1,339,056 | CashEOYAmt |
| Cash EOYFMV | $1,339,056 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,469,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,894,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,894,759 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $2,120,889 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $3,061,645 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $3,061,645 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $109,005 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,115 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,115 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,018,576 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,792,465 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,792,465 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,172,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,395,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,395,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,690,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,064,849 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,064,849 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $889,630 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $853,982 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $48,002 | LandBOYAmt |
| Land EOY | $35,648 | LandEOYAmt |
| Land EOYFMV | $35,648 | LandEOYFMVAmt |
| Other Assets BOY | $388,978 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,733,434 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,733,434 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $95,583,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,362,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,362,432 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $341,591 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $642,175 | AccountsPayableEOYAmt |
| Grants Payable EOY | $75,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $613,206 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $767,616 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $954,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,484,791 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $92,067,477 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $100,815,996 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,561,256 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,061,645 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,628,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,877,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,583,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,362,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,628,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,718,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,608,745 | OtherIncreasesAmt |
| Subtotal | $103,955,526 | SubtotalAmt |
| Other Decreases | $77,885 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,877,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $44,436,945 | $38,646,985 | $5,789,960 | $5,789,960 |
| INDIA ACORN FUND (CAYMAN) LTD | P | $500,000 | $8,305 | $491,695 | $491,695 |
| GQG PARTNERS INTERNATIONAL EQUITY FUND | P | $553,179 | $553,179 | ||
| YORK CREDIT OPPORTUNITIES UNIT TRUST | P | $565,099 | $792,052 | -$226,953 | -$226,953 |
| COLCHIS P2P INCOME FUND | P | $1,319,993 | $1,299,548 | $20,445 | $20,445 |
| FUNDSMITH EQUITY FUND, LP | P | $1,579 | $1,579 | ||
| RENAISSANCE EQUITIES FUND LLC | P | $637,662 | $637,662 | ||
| BIRCH GROVE CREDIT | P | $2,022,819 | $1,613,391 | $409,428 | $409,428 |
| ECHO STREET GOODCO SELECT II, LP | P | $572,965 | $572,965 | ||
| AIR U.S. LIFE FUND IV, LP | P | $25,805 | $25,805 | ||
| AIR U.S. LIFE FUND IV, LP | P | $24,244 | $24,244 | ||
| FUNDSMITH EQUITY FUND, LP | P | -$5,259 | -$5,259 | ||
| GQG PARTNERS INTERNATIONAL EQUITY FUND | P | -$33,769 | -$33,769 | ||
| MGG SF EVERGREEN UNLEVERED FUND | P | $77,597 | $77,597 | ||
| RENAISSANCE EQUITIES FUND LLC | P | -$202,997 | -$202,997 | ||
| NEW GENERATION TURNAROUND FUND | P | -$16,144 | -$16,144 | ||
| DALTON INVESTMENTS TRUST-SERIES B | P | -$10,279 | -$10,279 | ||
| ECHO STREET GOODCO SELECT II, LP | P | $183,578 | $183,578 | ||
| FORESITE CAPITAL FUND V, LP | P | $10,171 | $10,171 | ||
| FORESITE CAPITAL OPPORTUNITY FUND V, LP | P | $1,218 | $1,218 | ||
| NOAL SCSP | P | $30,886 | $30,886 | ||
| THE OVERLOOK PARTNERS FUND, LP | P | $17,049 | $17,049 | ||
| WARBURG PINCUS GLOBAL GROWTH, LP | P | $230 | $230 | ||
| WARBURG PINCUS PRIVATE EQUITY XII L.P. | P | $6,608 | $6,608 | ||
| OWLS NEST PARTNERS LONG ONLY FUND, LP | P | -$7,459 | -$7,459 | ||
| GAP VI PARALLEL PARTNERS, LP | P | -$15 | -$15 | ||
| MGG SF EVERGREEN UNLEVERED FUND | P | -$48,504 | -$48,504 | ||
| NEW GENERATION TURNAROUND FUND | P | $122,032 | $122,032 | ||
| DALTON INVESTMENTS TRUST-SERIES B | P | $141,035 | $141,035 | ||
| FORESITE CAPITAL FUND V, LP | P | $9,193 | $9,193 | ||
| FORESITE CAPITAL OPPORTUNITY FUND V, LP | P | $5,001 | $5,001 | ||
| THE OVERLOOK PARTNERS FUND, LP | P | $367,558 | $367,558 | ||
| LIGHTHOUSE INDIA FUND III LTD | P | $516,929 | $516,929 | ||
| WARBURG PINCUS GLOBAL GROWTH (E&P) - 2, LP | P | -$3,683 | -$3,683 | ||
| WARBURG PINCUS PRIVATE EQUITY (E&P) XII (FT-2), LP | P | $111,056 | $111,056 | ||
| WARBURG PINCUS PRIVATE EQUITY XII (INTERNATIONAL) L.P. | P | $2,242 | $2,242 | ||
| WARBURG PINCUS PRIVATE EQUITY XII L.P. | P | $155,294 | $155,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,729,577 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $77,235 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,452 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $42,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $127,452 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,016 | 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 | Yes (1) | 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 | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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.RIPPELFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9735400101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MAPLE AVENUE SUITE 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079605451 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD AHART | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE/CHAIRMAN OF BOARD | 6.00 | $6,000 | $0 | $0 |
| DAVID SURRENDA | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | SECRETARY | 1.50 | $6,000 | $0 | $0 |
| ELLIOTT FISHER | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.50 | $6,000 | $0 | $0 |
| JAMES SONNEBORN | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.50 | $6,000 | $0 | $0 |
| MICHAEL HARRIS | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.50 | $6,000 | $0 | $0 |
| LYDIA NADEAU | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE (AS OF 4/20/21) | 1.50 | $4,500 | $0 | $0 |
| ROBERT ATKINS | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE (AS OF 7/20/21) | 1.50 | $3,000 | $0 | $0 |
| LAURA K LANDY | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | PRESIDENT/CEO/TRUSTEE | 40.00 | $389,814 | $87,527 | $0 |
| AUDREY WELLS | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TREASURER | 40.00 | $192,883 | $30,219 | $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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT MILSTEIN | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | DIRECTOR, SYSTEMS ST | 40.00 | $229,051 | $33,972 | $0 |
| ELLA AUCHINCLOSS | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | DIRECTOR, ENTERPRISE | 40.00 | $171,497 | $9,049 | $0 |
| LINDSEY ALEXANDER | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | DIRECTOR, STEWARDSHI | 40.00 | $144,548 | $13,783 | $0 |
| JANE ERICKSON | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | DIRECTOR, LEARNING & | 40.00 | $129,744 | $15,009 | $0 |
| BRADLEY GIRARD | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | DIRECTOR, BRANDING & | 40.00 | $128,275 | $14,545 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE COLONY GROUP | |||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT ADVISOR | $464,675 |
| COMMUNITY COUNSELING SERVICE CO LLC | |||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | DEVELOPMENT CONSULTANT | $262,500 |
| BANYAN COMMUNICATIONS | |||||
| 830 GLENWOOD AVENUE STE 5100-375 | ATLANTA | GA | 30316 | COMMUNICATIONS CONSULTANT | $234,133 |
| ROLE SERVICES LLC | |||||
| 400 EAST 56TH STREET 12F | NEW YORK | NY | 10022 | IT CONSULTANT | $171,665 |
| RAND CORPORATION | |||||
| PO BOX 2138 | SANTA MONICA | CA | 904072138 | EVALUATION CONSULTANT | $142,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RIPPEL'S TWO KEY INITIATIVES, RETHINK HEALTH AND FORESIGHT: DESIGNING A FUTURE FOR HEALTH ADVANCE RIPPEL'S IMPACT STRATEGY OF WORKING WITH NATIONAL AND REGIONAL LEADERS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. RIPPEL'S GOAL IS TO CREATE A COHESIVE SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. RIPPEL'S TEAM OF 30 STAFF AND CONTRACTORS WORKS WITH VISIONARY STEWARDS ENGAGING IN TARGETED RESEARCH AND DEVELOPMENT EFFORTS; PLACE-BASED MULTI-SECTOR PROJECTS; AND A ROBUST INFLUENCE STRATEGY TO SHARE LESSONS AND INSIGHTS TO SEED INNOVATION, SHIFT MINDSETS, AND SUPPORT EXEMPLARS OF CHANGE. | Description1Txt |
| Expenses1 | $5,461,789 | Expenses1Amt |
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 | $95,567,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,264,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,846,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,846,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,452,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,393,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,769,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,926,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,926,119 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-01-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $209,896 | Year1Amt |
| Year2 | $547,306 | Year2Amt |
| Year3 | $541,969 | Year3Amt |
| Total | $1,299,171 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $178,412 | Year1Amt |
| Year2 | $465,210 | Year2Amt |
| Year3 | $460,674 | Year3Amt |
| Total | $1,104,295 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,926,119 | CurrentYearAmt |
| Year1 | $6,366,509 | Year1Amt |
| Year2 | $6,126,662 | Year2Amt |
| Year3 | $5,197,063 | Year3Amt |
| Total | $23,616,353 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $209,300 | CurrentYearAmt |
| Year1 | $357,700 | Year1Amt |
| Year2 | $61,550 | Year2Amt |
| Year3 | $97,550 | Year3Amt |
| Total | $726,100 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,716,819 | CurrentYearAmt |
| Year1 | $6,008,809 | Year1Amt |
| Year2 | $6,065,112 | Year2Amt |
| Year3 | $5,099,513 | Year3Amt |
| Total | $22,890,253 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,179,794 | CurrentYearAmt |
| Year1 | $2,683,876 | Year1Amt |
| Year2 | $2,721,785 | Year2Amt |
| Year3 | $2,714,643 | Year3Amt |
| Total | $11,300,098 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS LAURA LANDY PRESIDENTCEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MAPLE AVENUE SUITE 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9735400101 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 19 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 19 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 19 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COUNCIL OF NEW JERSEY GRANTMAKERS | |||||||
| 111 WEST STATE STREET | TRENTON | NJ | 08608 | N/A | PC | TO SUPPORT THE ORGANIZATION RECOGNIZED AS THE VOICE FOR PHILANTHROPY IN NEW JERSEY | $200 |
| SPECTRUM DESIGNS FOUNDATION | |||||||
| 382 MAIN STREET | PORT WASHINGTON | NY | 11050 | N/A | PC | TO SUPPORT A NON PROFIT THAT PROVIDES EMPLOYMENT TO PEOPLE WITH AUTISM AND RELATED DISABILITIES | $2,500 |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 500 5TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | TO SPONSOR THE ROUNDTABLE ON POPULATION HEALTH IMPROVEMENT, WHICH IS ONE OF THE MOST EFFECTIVE ELEMENTS IN INFLUENCING AGENDA NATIONWIDE. | $50,000 |
| GRANTMAKERS IN HEALTH | |||||||
| 100 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT FOUNDATIONS STAYING CONNECTED THROUGH GIH'S FUNDING PARTNER CONSTITUENCY TO COORDINATE EFFORTS TO IMPROVE HEALTH | $6,600 |
| ZUFALLS HEALTH | |||||||
| 4 ATNO AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| CITIZENS LEAGUE | |||||||
| 400 ROBERT STREET N 1820 | ST PAUL | MN | 55101 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| ALL OF US OR NONE | |||||||
| PO BOX 9812 | NEWARK | NJ | 07104 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| UNIVERSITY OF ORANGE INC | |||||||
| 47 CLEVELAND STREET | ORANGE | NJ | 07051 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| CUMACECHO INC | |||||||
| PO BOX 2721 | PATERSON | NJ | 07509 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 475 SOUTH STREET FIRST FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GROW IT GREEN MORRISTOWN | |||||||
| 14 MAPLE AVENUE SUITE 300 | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| PROVIDENCE CENTER | |||||||
| 2557 N 5TH STREET | PHILADELPHIA | PA | 19133 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| CONEXION LATINA NEWPORT | |||||||
| 170 BROADWAY | NEWPORT | RI | 02840 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ACTIVITIES THAT IMPROVE THE HEALTH AND WELL-BEING IN THE SURROUNDING COMMUNITIES, THEREBY CREATING CONDITIONS WHICH ENABLE PEOPLE TO THRIVE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $628 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,026 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $180,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,116,384 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INVESTMENT INCOME THROUGH PARTNERSHIPS | 525990 | -$2 | 01 | $2 |
| GAIN (LOSS) FROM SALE OF ASSETS THROUGH PARTNERSHIPS | 525990 | -$46 | 18 | $46 |
| OTHER INCOME | 01 | $500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$48 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,590,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,590,848 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT WOOD JOHNSON FOUNDATION | ||||||
| 1 | PO BOX 2316 | PRINCETON | NJ | 08543 | $3,250,000 | Yes (X) |
| ENDOWMENT FOR HEALTH | ||||||
| 2 | ONE PILLSBURY STREET SUITE 301 | CONCORD | NH | 03301 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION-PKF O'CONNOR DAVIES | CategoryTxt |
| Amt | $43,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990PF, PAGE 10, PART XV, LINES 2A THROUGH 2D | FormAndLineReferenceDesc |
| Medium Explanation | GRANT APPLICATION SUBMISSION INFORMATIONFUNDING PRIORITIES: WE ENVISION A SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. THE FANNIE E. RIPPEL FOUNDATION, ESTABLISHED IN 1953 TO INVEST IN INITIATIVES ADDRESSING CANCER, HEART DISEASE, THE HEALTH OF WOMEN AND THE ELDERLY, AND THE MAINTENANCE OF OUR NATION'S HOSPITALS, LOOKS AT THESE ISSUES AS THEY EXIST WITHIN A POORLY DESIGNED AND MISMANAGED SYSTEM, ONE WHICH NEEDS TO CHANGE IN ORDER TO PROGRESS TOWARDS OUR VISION. WE STRATEGICALLY INVEST OUR LIMITED RESOURCES TO WORK WITH NATIONAL AND REGIONAL STEWARDS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. FUNDING APPROACH: THE FOUNDATION TAKES SEVERAL APPROACHES TO ITS FUNDING. WITHIN THE GRANT-MAKING PROCESS, WE INVITE PROPOSALS FROM INNOVATORS WE HAVE IDENTIFIED WHO HAVE SHOWN SUCCESS IN MAKING PROGRESS TOWARD SYSTEMIC CHANGES IN THE AREAS NOTED ABOVE. AT OTHER TIMES, WE BELIEVE PROGRESS CAN BE BETTER ACCOMPLISHED THROUGH DIRECT CHARITABLE ACTIVITIES (DCA'S), WHICH ARE INITIATIVES THAT OUR FOUNDATION WILL HELP LEAD OR STAFF. WE BELIEVE THESE APPROACHES TO FUNDING PROVIDE THE FOUNDATION WITH THE FLEXIBILITY IT NEEDS TO BEST STRATEGICALLY INVEST OUR LIMITED RESOURCES.MS. LAURA LANDY, PRESIDENT & CEO, FANNIE E. RIPPEL FOUNDATION14 MAPLE AVENUE, SUITE 200MORRISTOWN, NJ 07960WWW.RIPPELFOUNDATION.ORG | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (2,155.0000 SHARES) | $303,295 | $303,295 |
| ACCENTURE PLC (600.0000 SHARES) | $248,731 | $248,731 |
| ADOBE INC (471.0000 SHARES) | $267,085 | $267,085 |
| AERCAP HOLDINGS NV (6,506.0000 SHARES) | $425,623 | $425,623 |
| AIRBNB INC (959.0000 SHARES) | $159,664 | $159,664 |
| ALIGN TECHNOLOGY INC (155.0000 SHARES) | $101,863 | $101,863 |
| ALPHABET INC (177.0000 SHARES) | $512,776 | $512,776 |
| ALPHABET INC (244.0000 SHARES) | $706,036 | $706,036 |
| AMAZON.COM INC (378.0000 SHARES) | $1,260,381 | $1,260,381 |
| APPLIED MATERIALS INC (2,187.0000 SHARES) | $344,145 | $344,145 |
| APPLOVIN CORP (4,257.0000 SHARES) | $401,265 | $401,265 |
| APTIV PLC (1,724.0000 SHARES) | $284,374 | $284,374 |
| AUTODESK INC (653.0000 SHARES) | $183,617 | $183,617 |
| BLOCK INC (1,359.0000 SHARES) | $219,492 | $219,492 |
| CARLYLE GROUP INC/THE (5,279.0000 SHARES) | $289,817 | $289,817 |
| CATALENT INC (1,368.0000 SHARES) | $175,145 | $175,145 |
| CLARIVATE PLC (11,434.0000 SHARES) | $268,927 | $268,927 |
| COSTAR GROUP INC (3,505.0000 SHARES) | $277,000 | $277,000 |
| DANAHER CORP (850.0000 SHARES) | $279,659 | $279,659 |
| DOCUSIGN INC (545.0000 SHARES) | $83,009 | $83,009 |
| GARTNER INC (499.0000 SHARES) | $166,826 | $166,826 |
| HALOZYME THERAPEUTICS INC (7,521.0000 SHARES) | $302,418 | $302,418 |
| HEICO CORP (1,993.0000 SHARES) | $256,140 | $256,140 |
| ILLUMINA INC (266.0000 SHARES) | $101,197 | $101,197 |
| INTUITIVE SURGICAL INC (343.0000 SHARES) | $123,240 | $123,240 |
| IQVIA HOLDINGS INC (1,341.0000 SHARES) | $378,350 | $378,350 |
| KKR & CO INC (3,940.0000 SHARES) | $293,530 | $293,530 |
| LAM RESEARCH CORP (430.0000 SHARES) | $309,235 | $309,235 |
| LITHIA MOTORS INC (1,020.0000 SHARES) | $302,889 | $302,889 |
| MARTIN MARIETTA MATERIALS INC (774.0000 SHARES) | $340,962 | $340,962 |
| MASTERCARD INC (1,972.0000 SHARES) | $708,579 | $708,579 |
| META PLATFORMS INC (2,016.0000 SHARES) | $678,082 | $678,082 |
| MICROSOFT CORP (2,854.0000 SHARES) | $959,857 | $959,857 |
| MSCI INC (146.0000 SHARES) | $89,453 | $89,453 |
| NETFLIX INC (258.0000 SHARES) | $155,430 | $155,430 |
| NIKE INC (735.0000 SHARES) | $122,502 | $122,502 |
| NVIDIA CORP (1,797.0000 SHARES) | $528,516 | $528,516 |
| PALO ALTO NETWORKS INC (841.0000 SHARES) | $468,235 | $468,235 |
| PAYPAL HOLDINGS INC (1,844.0000 SHARES) | $347,742 | $347,742 |
| QORVO INC (1,907.0000 SHARES) | $298,236 | $298,236 |
| SALESFORCE.COM INC (3,260.0000 SHARES) | $828,464 | $828,464 |
| SERVICENOW INC (318.0000 SHARES) | $206,417 | $206,417 |
| SIGNATURE BANK/NEW YORK NY (432.0000 SHARES) | $139,739 | $139,739 |
| SKYWORKS SOLUTIONS INC (1,874.0000 SHARES) | $290,732 | $290,732 |
| SOUTHWEST AIRLINES CO (6,305.0000 SHARES) | $270,106 | $270,106 |
| SPLUNK INC (2,010.0000 SHARES) | $232,597 | $232,597 |
| STARBUCKS CORP (1,219.0000 SHARES) | $142,586 | $142,586 |
| TRANSDIGM GROUP INC (664.0000 SHARES) | $422,490 | $422,490 |
| UNITEDHEALTH GROUP INC (379.0000 SHARES) | $190,311 | $190,311 |
| UPSTART HOLDINGS INC (1,708.0000 SHARES) | $258,420 | $258,420 |
| VISA INC (2,401.0000 SHARES) | $520,321 | $520,321 |
| WALT DISNEY CO/THE (1,442.0000 SHARES) | $223,351 | $223,351 |
| WAYFAIR INC (1,610.0000 SHARES) | $305,852 | $305,852 |
| WELLS FARGO & CO (8,299.0000 SHARES) | $398,186 | $398,186 |
| ZOETIS INC (994.0000 SHARES) | $242,566 | $242,566 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,792,465 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,792,465 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIR U.S. LIFE FUND IV | FMV | $1,828,956 | $1,828,956 |
| ASM CONNAUGHT HOUSE FUND III, LP | FMV | $1,933,572 | $1,933,572 |
| BOND CAPITAL FUND, LP | FMV | $1,950,428 | $1,950,428 |
| BOND II, LP | FMV | $768,228 | $768,228 |
| COLCHIS INCOME FUND, LTD | FMV | $699,870 | $699,870 |
| CORNWALL OFFSHORE LTD | FMV | $155,838 | $155,838 |
| DALTON INVESTMENTS TRUST SERIES B | FMV | $3,421,414 | $3,421,414 |
| DG VALUE PARTNERS II OFFSHORE FUND LTD | FMV | $2,030,700 | $2,030,700 |
| ECHO STREET GOODCO SELECT II, LP | FMV | $6,840,064 | $6,840,064 |
| FORESITE CAPITAL FUND V, LP | FMV | $535,120 | $535,120 |
| FORESITE CAPITAL OPPORTUNITIES FUND V, LP | FMV | $163,305 | $163,305 |
| FUNDSMITH EQUITY FUND, LP | FMV | $4,162,853 | $4,162,853 |
| GAP VI PARALLEL PARTNERS, LP | FMV | $48,747 | $48,747 |
| GLOUSTON PRIVATE EQUITY OPPORTUNITIES III, LP | FMV | $19,103 | $19,103 |
| GQG PARTNERS INTERNATIONAL EQUITY FUND | FMV | $3,571,274 | $3,571,274 |
| INDIA ACORN FUND (CAYMAN) LTD | FMV | $5,317,270 | $5,317,270 |
| INNOVATION ENDEAVORS IV, LP | FMV | $160,772 | $160,772 |
| KABOUTER INTERNATIONAL OFFSHORE FUND II, LP | FMV | $1,734,207 | $1,734,207 |
| LIGHTHOUSE INDIA FUND III, LTD | FMV | $2,434,836 | $2,434,836 |
| MAINGATE MLP FUND-I (385,426.2220 SHARES) | FMV | $2,135,261 | $2,135,261 |
| MGG SF EVERGREEN UNLEVERED FUND LP | FMV | $2,817,020 | $2,817,020 |
| NEW GENERATION TURNAROUND FUND, LP | FMV | $332,660 | $332,660 |
| NOVALIS LIFESCIENCES INVESTMENTS II, LP | FMV | $98,587 | $98,587 |
| NOVALPINA CAPITAL PARTNERS I SCSP | FMV | $542,910 | $542,910 |
| OLEA SPECIAL OPPORTUNITIES OFFSHORE FUND LP | FMV | $1,236,225 | $1,236,225 |
| ORCHARD LIQUID CREDIT FUND | FMV | $1,474,563 | $1,474,563 |
| OWLS NEST PARTNERS LONG ONLY, LP | FMV | $2,083,679 | $2,083,679 |
| THE OVERLOOK PARTNERS FUND, LP | FMV | $3,007,763 | $3,007,763 |
| THIRD POINT OFFSHORE FUND, LTD | FMV | $2,717,896 | $2,717,896 |
| THIRD POINT STRUCTURED CREDIT OPPTS OFFSHORE FUND | FMV | $1,845,872 | $1,845,872 |
| VANGUARD STAR INVESTOR CLASS | FMV | $389,624 | $389,624 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $1,670,084 | $1,670,084 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | FMV | $3,019,518 | $3,019,518 |
| WF ASIA SMALLER COMPANIES FUND | FMV | $1,102,614 | $1,102,614 |
| YORK CREDIT OPPORTUNITIES UNIT TRUST | FMV | $340,740 | $340,740 |
| YORK EUROPEAN DISTRESSED ASSET FUND III (CAYMAN), LP | FMV | $2,327,415 | $2,327,415 |
| YORK EUROPEAN DISTRESSED ASSET FUND IV (CAYMAN) LIMITED | FMV | $1,525,102 | $1,525,102 |
| YORK EUROPEAN DISTRESSED CREDIT FUND II (CAYMAN), LP | FMV | $499,768 | $499,768 |
| YORK EUROPEAN DISTRESSED CREDIT FUND, LP | FMV | $120,991 | $120,991 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $793,958 | $793,958 | $0 | |
| FURNITURE AND EQUIPMENT | $95,672 | $60,024 | $35,648 | $35,648 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,739 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,603 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $15,000 | $15,000 | $15,000 |
| DUE FROM BROKER | $373,978 | $1,018,434 | $1,018,434 |
| CASH PENDING INVESTMENT | $3,700,000 | $3,700,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $77,885 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | $16,749 | $0 | $0 | $15,249 |
| INSURANCE | $28,013 | $0 | $0 | $27,448 |
| TELEPHONE | $18,616 | $0 | $0 | $18,152 |
| PROFESSIONAL DEVELOPMENT AND TRAINING | $4,748 | $0 | $0 | $4,705 |
| OFFICE SERVICES AND EXPENSES | $33,730 | $0 | $0 | $27,988 |
| TECHNOLOGY AND SUPPORT | $290,960 | $0 | $0 | $279,828 |
| OTHER INVESTMENT EXPENSES THROUGH K-1S | $0 | $459,116 | $459,116 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $180,310 | $252,393 | $252,393 |
| OTHER INCOME | $500 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,608,745 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $238,137 | $316,022 |
| DEFERRED PENSION LIABILITY | $362,957 | $416,045 |
| FEDERAL EXCISE TAX PAYABLE | $12,112 | $35,549 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES-CONSULTING | $938,112 | $0 | $0 | $837,690 |
| INVESTMENT MANAGEMENT FEES | $229,105 | $229,105 | $229,105 | $0 |
| CUSTODY FEES | $464,675 | $464,675 | $464,675 | $0 |
| CONSULTING: COMMUNICATIONS AND MARKETING | $440,775 | $0 | $0 | $389,348 |
| CONSULTING: BUSINESS DEVELOPMENT/STRATEGY | $439,760 | $0 | $0 | $436,760 |
| INVESTMENT COMMITTEE CONSULTING | $2,000 | $2,000 | $2,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $78,210 | $78,210 | $0 |
| FEDERAL EXCISE TAX | $114,437 | $0 | $0 | $91,000 |