ROOTED ALLIANCE INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROOTED ALLIANCE INC (EIN 83-0574010)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349104172
- 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
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:38:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 830574010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOTED ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROOT | BusinessNameControlTxt |
| Phone | 3125296577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVENUE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BURNS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3125296577 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | BURNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAREK ROZOWICZ | PreparerPersonNm |
| PTIN | P01616027 | PTIN |
| Phone | 3124861000 | 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 | $2,335,555 | 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 | $4,487,602 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,487,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $72,260 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $60,564 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,549 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,370,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,251,417 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,514,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,385,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,696,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,425,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,211,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,811,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,723,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,709,876 | CashBOYAmt |
| Cash EOY | $1,031,516 | CashEOYAmt |
| Cash EOYFMV | $1,031,516 | CashEOYFMVAmt |
| Pledges Rcvbl | $1,200,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,933,333 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $1,200,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,200,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $16,474 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $104,039 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $104,039 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $4,659,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,335,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,335,555 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $134,958 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $263,736 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,695,625 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,966,378 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,830,583 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,230,114 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$265,292 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$1,094,559 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,094,392 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,200,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,829,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,659,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,335,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,829,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,723,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $105,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,441 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://ROOTEDALLIANCE.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BURNS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126607308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVENUE NO 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| BYRON D TROTT | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM R BUSCH | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| DAN H JESTER | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| NOA A MEYER | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR / PRESIDENT | 0.20 | $0 | $0 | $0 |
| MICHAEL E BURNS | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | TREASURER | 0.20 | $0 | $0 | $0 |
| LISA MACDOUGALL | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | VICE PRESIDENT & SECRETARY | 30.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CICERO RESEARCH | |||||
| 35 N RIO GRANDE | SALT LAKE CITY | UT | 84101 | NON-PROFIT CONSULTING | $942,700 |
| WATERSHED ADVISORS | |||||
| 3436 MAGAZINE ST 158 | NEW ORLEANS | LA | 70115 | CONSULTING | $198,780 |
| QUARLES AND BRADY | |||||
| 411E WISCONSIN AVE STE 2400 | MILWAUKEE | WI | 53020 | LEGAL | $60,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,127,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,127,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,127,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,095,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,785 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $104,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,811,529 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,811,529 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,456,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,731,083 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,266,718 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,454,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,811,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,706,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,160,858 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,160,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,456,313 | ExcessFromYear3Amt |
| Excess From Year2 | $2,731,083 | ExcessFromYear2Amt |
| Excess From Year1 | $3,266,718 | ExcessFromYear1Amt |
| Excess From Current Year | $6,706,744 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BYRON D TROTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| OZARKS TECHNICAL COMMUNITY COLLEGE | |||||||
| 1001 E CHESTNUT EXPRESSWAY | SPRINGFIELD | MO | 65802 | NC | TO PROVIDE POSTSECONDARY ADVISING FOR STUDENTS IN SELECT HIGH SCHOOLS ACROSS SOUTHWEST MISSOURI, AS WELL AS PERSISTENCE ADVISING TO CURRENT OTC STUDENTS. | $1,509,441 | |
| EAST CENTRAL COLLEGE | |||||||
| 1964 PRARIE DELL ROAD | UNION | MO | 73084 | NC | TO PROVIDE PERSISTENCE ADVISING TO STUDENTS AT EAST CENTRAL COLLEGE WHO GRADUATED FROM UNION HIGH SCHOOL IN MISSOURI | $83,675 | |
| CITIZENS FOR EDUCATIONAL EXCELLENCE | |||||||
| 5488 SOUTH PADRE ISLAND DRIVE SUITE | CORPUS CHRISTI | TX | 78411 | PC | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN THE COASTAL BEND OF TEXAS | $513,124 | 1572 |
| KILGORE COMMUNITY COLLEGE | |||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | NC | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN EAST TEXAS | $330,281 | |
| WORKFORCE SOLUTIONS OF WEST CENTRAL TEXAS | |||||||
| 500 CHESTNUT STREET 1100 | ABILENE | TX | 76902 | PC | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN WEST CENTRAL TEXAS | $477,588 | |
| TETON HIGH SCHOOL | |||||||
| 555 E ROSS AVENUE | DRIGGS | ID | 83422 | NC | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL STUDENTS ENROLLED AT DRIGGS HIGH SCHOOL FOR THREE YEARS (THROUGH 2024) | $35,300 | |
| SIKESTON HIGH SCHOOL | |||||||
| 200 PINE STREET | SIKESTON | MO | 63801 | NC | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL STUDENTS ENROLLED AT SIKESTON HIGH SCHOOL | $49,993 | |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | TO PROVIDE POSTSECONDARY ADVISING FOR HIGH SCHOOL STUDENTS IN SCHOOLS THAT HAVE BEEN SELECTED FOR THE TEXAS RURAL CCMR ACCELERATOR AND TO ADMINISTER THE ACCELERATOR INITIATIVE. | $1,395,000 | |
| ACHIEVING THE DREAM | |||||||
| 8484 GEORGIA AVENUE SUITE 500 | SILVER SPRING | MD | 20910 | PC | TO EXPAND AND SUPPORT SCALABLE STUDENT-ADVISING PROGRAMS IN TWO COMMUNITY COLLEGES IN MISSOURI | $72,500 | |
| THREE RIVERS COLLEGE | |||||||
| 2080 THREE RIVERS BLVD | POPLAR BLUFF | MO | 63901 | NC | TO PROVIDE PERSISTENCE ADVISING TO STUDENTS AT THREE RIVERS COLLEGE. | $62,347 | |
| AYERS FOUNDATION | |||||||
| 450 TENNESSEE AVENUE SUITE 101 | PARSONS | MO | 38863 | PF | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN TENNESSEE, AND UNION AND CLINTON HIGH SCHOOLS IN MISSOURI | $896,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,425,549 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| OZARKS TECHNICAL COMMUNITY COLLEGE | ||||||
| 1001 E CHESTNUT EXPRESSWAY | SPRINGFIELD | MO | 65802 | TO PROVIDE POSTSECONDARY ADVISING FOR STUDENTS IN SELECT HIGH SCHOOLS ACROSS SOUTHWEST MISSOURI, AS WELL AS PERSISTENCE ADVISING TO CURRENT OTC STUDENTS. | $814,979 | |
| EAST CENTRAL COLLEGE | ||||||
| 1964 PRARIE DELL ROAD | UNION | MO | 73084 | TO PROVIDE PERSISTENCE ADVISING TO STUDENTS AT EAST CENTRAL COLLEGE WHO GRADUATED FROM UNION HIGH SCHOOL IN MISSOURI | $41,584 | |
| AYERS FOUNDATION | ||||||
| 450 TENNESSEE AVENUE SUITE 101 | PARSONS | MO | 38863 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN TENNESSEE, AND UNION AND CLINTON HIGH SCHOOLS IN MISSOURI | $374,998 | |
| CITIZENS FOR EDUCATIONAL EXCELLENCE | ||||||
| 5488 SOUTH PADRE ISLAND DRIVE SUITE | CORPUS CHRISTI | TX | 78411 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN THE COASTAL BEND OF TEXAS | $230,090 | 1572 |
| KILGORE COMMUNITY COLLEGE | ||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN EAST TEXAS | $205,593 | |
| WORKFORCE SOLUTIONS OF WEST CENTRAL TEXAS | ||||||
| 500 CHESTNUT STREET 1100 | ABILENE | TX | 76902 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN WEST CENTRAL TEXAS | $142,101 | |
| TETON HIGH SCHOOL | ||||||
| 555 E ROSS AVENUE | DRIGGS | ID | 83422 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL STUDENTS ENROLLED AT DRIGGS HIGH SCHOOL FOR THREE YEARS (THROUGH 2024) | $157,035 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,966,380 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BDT CAPITAL PARTNERS LLC | ||||||
| 1 | 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | $1,000,000 | Yes (X) |
| BDT GP I | ||||||
| 2 | 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60612 | $89,000 | Yes (X) |
| BDT GP II-A | ||||||
| 3 | 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60613 | $618,600 | Yes (X) |
| BDT GP 3-A | ||||||
| 4 | 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60614 | $187,000 | Yes (X) |
| TROTT FAMILY PHILANTHROPIES | ||||||
| 5 | 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | $2,100,000 | Yes (X) |
| BDT GP AIV LLC | ||||||
| 6 | 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | $68,000 | Yes (X) |
| CARL AND MARILYNN THOMA ART FOUNDATION | ||||||
| 7 | 927 BACA ST | SANTA FE | NM | 87501 | $300,000 | Yes (X) |
| TISBEST PHILANTHROPY | ||||||
| 8 | 317 S BENNET STREET SUITE 201 | SEATTLE | WA | 981982228 | $125,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $20,600 | $0 | $20,000 |
| TAX FEES | $11,015 | $0 | $15,549 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (12 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 | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| EAST CENTRAL COMMUNITY COLLEGE | ||||||||||
| 1964 PRARIE DELL ROAD | UNION | MO | 63084 | 2020-08-11 | $84,182 | TO SUPPORT INTENSIVE STUDENT ADVISING PROGRAM WITH RURAL COMMUNITY COLLEGE STUDENTS AND EARLY COLLEGE HIGH SCHOOL STUDENTS DURING THE 2020-2021 ACADEMIC YEARS TO IMPROVE COLLEGE COMPLETION RATES. | $84,182 | NO KNOWN DIVERSION OF FUNDS. | 1/22/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| KILGORE COLLEGE | ||||||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | 2020-10-01 | $318,108 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN EAST TEXAS | $288,982 | NO KNOWN DIVERSION OF FUNDS. | 1/19/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| OZARKS TECHNICAL COMMUNITY COLLEGE | ||||||||||
| 1001 E CHESTNUT EXPRESSWAY | SPRINGFIELD | MO | 65802 | 2020-08-03 | $1,060,522 | TO CONTINUE AND EXPAND AN INTENSIVE STUDENT ADVISING PROGRAM WITH SELECT RURAL MISSOURI COMMUNITY COLLEGE STUDENTS TO IMPROVE COLLEGE COMPLETION RATES, AND SELECT RURAL HIGH SCHOOL STUDENTS TO IMPROVE THE COLLEGE ENROLLMENT PROCESS; AND PROVIDE COVID EMERGENCY FINANCIAL ASSISTANCE TO RURAL COMMUNITY COLLEGE AND HIGH SCHOOL STUDENTS. | $669,230 | NO KNOWN DIVERSION OF FUNDS. | 9/30/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| THE AYERS FOUNDATION | ||||||||||
| 450 TENNESSEE AVENUE SUITE 101 | PARSONS | TN | 38863 | 2020-08-03 | $1,042,604 | SUPPORT THE AYERS FOUNDATION SCHOLARS PROGRAM IN (1) THREE HIGH SCHOOLS IN TENNESSEE (LAWRENCE COUNTY HIGH SCHOOL IN LAWRENCEBURG, TENNESSEE; LORETTO HIGH SCHOOL IN LORETTO, TENNESSEE; AND SUMMERTOWN HIGH SCHOOL IN SUMMERTOWN, TENNESSEE); (2) TWO HIGH SCHOOLS IN MISSOURI (UNION HIGH SCHOOL IN UNION, MISSOURI; AND CLINTON HIGH SCHOOL IN CLINTON, MISSOURI); AND (3) ONE COMMUNITY COLLEGE IN TENNESSEE (COLUMBIA STATE COMMUNITY COLLEGE). | $771,469 | NO KNOWN DIVERSION OF FUNDS. | 9/20/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| OZARKS TECHNICAL COMMUNITY COLLEGE | ||||||||||
| 1001 E CHESTNUT EXPRESSWAY | SPRINGFIELD | MO | 65802 | 2021-09-13 | $1,509,441 | TO PROVIDE POSTSECONDARY ADVISING FOR STUDENTS IN SELECT HIGH SCHOOLS ACROSS SOUTHWEST MISSOURI, AS WELL AS PERSISTENCE ADVISING TO CURRENT OTC STUDENTS. | $148,914 | NO KNOWN DIVERSION OF FUNDS. | 1/7/2022 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| THE AYERS FOUNDATION | ||||||||||
| 450 TENNESSEE AVENUE SUITE 101 | PARSONS | TN | 38863 | 2021-10-06 | $896,300 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN TENNESSEE, AND UNION AND CLINTON HIGH SCHOOLS IN MISSOURI | $425,883 | NO KNOWN DIVERSION OF FUNDS. | 1/14/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| EAST CENTRAL COMMUNITY COLLEGE | ||||||||||
| 1964 PRARIE DELL ROAD | UNION | MO | 63084 | 2021-09-02 | $83,675 | TO PROVIDE PERSISTENCE ADVISING TO STUDENTS AT EAST CENTRAL COLLEGE WHO GRADUATED FROM UNION HIGH SCHOOL IN MISSOURI | $20,720 | NO KNOWN DIVERSION OF FUNDS. | 1/22/2022 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| KILGORE COLLEGE | ||||||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | 2021-09-08 | $330,381 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL HIGH SCHOOL STUDENTS IN EAST TEXAS | $121,452 | NO KNOWN DIVERSION OF FUNDS. | 2/22/2022 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| TETON SCHOOL DISTRICT | ||||||||||
| 555 E ROSS AVENUE | DRIGGS | ID | 83422 | 2021-08-23 | $35,300 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL STUDENTS ENROLLED AT DRIGGS HIGH SCHOOL FOR THREE YEARS (THROUGH 2024) | $0 | NO KNOWN DIVERSION OF FUNDS. | N/A | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| SIKESTON R-6 SCHOOLS | ||||||||||
| 200 PINE STREET | SIKESTON | MO | 63801 | 2021-09-30 | $49,993 | TO PROVIDE POSTSECONDARY ADVISING FOR RURAL STUDENTS ENROLLED AT SIKESTON HIGH SCHOOL | $18,790 | NO KNOWN DIVERSION OF FUNDS. | 10/13/2022 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| THREE RIVERS COLLEGE | ||||||||||
| 2080 THREE RIVERS BLVD | POPLAR BLUFF | MO | 63901 | 2021-01-01 | $62,347 | TO PROVIDE PERSISTENCE ADVISING TO STUDENTS AT THREE RIVERS COLLEGE. | $62,347 | NO KNOWN DIVERSION OF FUNDS. | 7/12/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 2021-03-15 | $1,395,000 | TO PROVIDE POSTSECONDARY ADVISING FOR HIGH SCHOOL STUDENTS IN SCHOOLS THAT HAVE BEEN SELECTED FOR THE TEXAS RURAL CCMR ACCELERATOR AND TO ADMINISTER THE ACCELERATOR INITIATIVE. | $198,704 | NO KNOWN DIVERSION OF FUNDS. | 9/15/2021 | N/A - REVIEW OF REPORT DID NOT RESULT IN REASON TO DOUBT ACCURACY OR RELIABILITY. |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $72,260 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,564 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $5,500 | $0 | $5,500 |
| TECHNOLOGY EXPENSE | $20,694 | $0 | $20,233 |
| BANK FEES | $1,842 | $0 | $1,920 |
| OTHER EXPENSES | $2,321 | $0 | $319 |
| INSURANCE EXPESNE | $10,478 | $0 | $10,478 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $1,367,250 | $0 | $1,248,417 |
| MARKETING AND BRANDING | $3,000 | $0 | $3,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDT GP II-A | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVE SUITE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |