PRENTICE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PRENTICE FOUNDATION INC (EIN 06-1386173)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349106932
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T20:33:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 061386173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentice Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PREN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN POWERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | POWERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $45,220,879 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,479 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,479 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $232,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,546,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,791,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,597,986 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,362 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,253 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,801,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,852,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,839 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,839 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,079 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,079 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,576 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $56,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,780 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $263,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190,742 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $587,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,055,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,055,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,642,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,198,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,158,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,462,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,939,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,501,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,501,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,249,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,790,280 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,864,804 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,511,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,567,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,854,546 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,700,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,859,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,220,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,700,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,859,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,700,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,859,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,700,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,859,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,700,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,158,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,859,119 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,859,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $4,882,304 | $2,744,657 | $2,137,647 | $2,137,647 | |||
| Passthrough K1 Capital Gain/(Loss) | $1,780,602 | ||||||
| RESPONSIBLE EMERGING MKTS EQUITY FUND | $200,500 | $132,612 | $67,888 | $67,888 | D | 2021-07-30 | |
| RESPONSIBLE EMERGING MKTS EQUITY FUND | $501,250 | $335,059 | $166,191 | $166,191 | P | 2021-09-30 | 2013-03-31 |
| RESPONSIBLE EMERGING MKTS EQUITY FUND | $1,131,985 | $755,288 | $376,697 | $376,697 | P | 2021-11-30 | |
| FCEMEQ - RESPONSIBLE EMERGING MKTS EQUITY FUND | $6,923 | $5,832 | $1,091 | $1,091 | P | 2021-11-30 | 2018-08-31 |
| FCEMEQ - RESPONSIBLE EMERGING MKTS EQUITY FUND | $1,337 | $1,164 | $173 | $173 | P | 2021-11-30 | 2019-05-30 |
| GEN IM CLIM-CAP DIST IN EXCESS OF BASIS | $1,067,697 | $1,067,697 | $1,067,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,597,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75,933 | SubtotalAmt |
| Tax Based On Investment Income | $75,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,186 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $43,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $82,286 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $230 | EsPenaltyAmt |
| Overpayment | $6,123 | OverpaymentAmt |
| Applied To ES Tax | $6,123 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Jerry Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Lynn P Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| James Bohart Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Barbara Hapgood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Powers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 3.0 | $0 | $0 | $0 |
| Lauren Zuskin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ms Janna Six | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 HOYT STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,839 | CompensationAmt |
| Employee Benefits | $4,731 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY Mellon Bank | |||||
| 200 Park Avenue 54th Fl | NEW YORK | NY | 10166 | Investment MGMT | $81,007 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $60,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,590,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,766,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,271,026 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,628,435 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,628,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $669,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,959,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,197,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,197,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,933 | TotalTaxAmt |
| Distributable Before Adj | $2,122,017 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,122,017 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,122,017 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,198,962 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,198,962 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,122,017 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $355,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $335,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $507,775 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $297,569 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $378,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,875,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,198,962 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,122,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,076,945 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,952,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $355,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,596,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $335,603 | ExcessFromYear4Amt |
| Excess From Year3 | $507,775 | ExcessFromYear3Amt |
| Excess From Year2 | $297,569 | ExcessFromYear2Amt |
| Excess From Year1 | $378,641 | ExcessFromYear1Amt |
| Excess From Current Year | $1,076,945 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (276 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A LOTTA LOVE INC | |||||||
| PO BOX 4331 | CHAPEL HILL | NC | 27515 | N/A | PC | General & Unrestricted | $3,000 |
| ACCESS REPRODUCTIVE JUSTICE | |||||||
| 176 JUANA AVE | SAN LEANDRO | CA | 94577 | N/A | PC | abortion services and LARCs Fund | $10,000 |
| ACTION FOR THE CLIMATE EMERGENCY INC | |||||||
| 529 MAIN ST STE 200 | CHARLESTOWN | MA | 02129 | N/A | PC | supporting work in North Carolina | $5,000 |
| ACTION FOR THE CLIMATE EMERGENCY INC | |||||||
| 529 MAIN ST STE 200 | CHARLESTOWN | MA | 02129 | N/A | PC | Supporting Civic Engagement Among Youth in Pennsylvania | $25,000 |
| ALL-OPTIONS | |||||||
| PO BOX 28284 | OAKLAND | CA | 94604 | N/A | PC | Hoosier Abortion Fund for abortion services and advocacy | $10,000 |
| ALLIANCE FOR SUSTAINABLE COLORADO | |||||||
| 1536 WYNKOOP ST SUITE 100 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $120,100 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 14010 ROOSEVELT BLVD STE 709 | CLEARWATER | FL | 33762 | N/A | PC | General & Unrestricted | $3,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | Reproductive health, especially abortion rights, and voting rights in Florida | $5,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH NW ST STE 360 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $4,724 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,887 |
| ANIMAL D R E A M S INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $950 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $2,837 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $2,368 |
| ARIZONA CENTER FOR EMPOWERMENT | |||||||
| 5710 N 19TH AVE | PHOENIX | AZ | 85015 | N/A | PC | to protect democracy | $35,000 |
| ARMSTRONG COMMUNITY MUSIC SCHOOL | |||||||
| 3267 BEE CAVES RD STE 107 PMB 82 | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $5,000 |
| AS YOU SOW | |||||||
| PO BOX 751 | BERKELEY | CA | 94701 | N/A | PC | General & Unrestricted | $25,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | the Third Generation Fund | $100,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | Cradle to Career Initiative | $10,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST STE 204 | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $4,896 |
| AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | Annual Scholarship Fund | $10,000 |
| AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $10,000 |
| AUSTIN YOUTH & COMMUNITY FARM INC DBA URBAN ROOTS | |||||||
| 4900 GONZALES ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $5,000 |
| BERKSHIRE HUMANE SOCIETY INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $4,724 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $7,561 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $29,320 |
| BIG BROTHERS BIG SISTERS LONE STAR | |||||||
| 450 E JOHN CARPENTER FWY STE 300 | IRVING | TX | 75062 | N/A | PC | Jean Powers Bohart Scholarship Fund | $14,000 |
| BLUE MOUNTAIN CLINIC INC | |||||||
| 610 N CALIFORNIA ST | MISSOULA | MT | 59802 | N/A | PC | abortion services and advocacy fund | $10,000 |
| BREAKTHROUGH | |||||||
| 1050 E 11TH ST STE 350 | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $15,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $20,000 |
| CAMP HAVEN INC | |||||||
| 3256 N US 1 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | N/A | PC | General & Unrestricted | $20,000 |
| CASA DE MARYLAND | |||||||
| 8151 15TH AVE | HYATTSVILLE | MD | 20783 | N/A | PC | for Pennsylvania civic engagement programs | $25,000 |
| CATHOLICS FOR CHOICE | |||||||
| 1436 U ST NW STE 301 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | for work on population's effect on the environment | $10,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | To address the environmental consequence of human population | $3,000 |
| CENTER FOR NEW DATA | |||||||
| 2300 18TH ST NW LOWER LOBBY UNIT BO | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $25,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | To protect the right to abortion. | $10,000 |
| CENTER FOR WOMEN & THEIR WORK INC | |||||||
| 1311 E CESAR CHAVEZ ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $2,500 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | General & Unrestricted | $5,000 |
| CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 877 | CARRBORO | NC | 27510 | N/A | PC | Empowerment Scholarship fund | $10,500 |
| CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 877 | CARRBORO | NC | 27510 | N/A | PC | Empowerment Scholars Fund | $10,000 |
| CHAPEL HILL-CARRBORO CHILDRENS MUSEUM - KIDZU CHIL | |||||||
| 201 S ESTES DRIVE STE A9 | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $2,000 |
| CHAPMAN PARTNERSHIP INC | |||||||
| 1550 N MIAMI AVE 2 FLR ADMIN | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $4,724 |
| CHELSEAS FUND | |||||||
| PO BOX 1472 | LANDER | WY | 82520 | N/A | PC | abortion services and advocacy Fund | $5,000 |
| CHICAGO ABORTION FUND | |||||||
| 333 W N AVE STE 267 | CHICAGO | IL | 60610 | N/A | PC | abortion services and advocacy Fund | $10,000 |
| CI FOUNDATION INC | |||||||
| 7150 SW 139TH ST | PALMETTO BAY | FL | 33158 | N/A | PC | General & Unrestricted | $5,000 |
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||
| 3883 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | N/A | PC | General & Unrestricted | $1,887 |
| COASTAL CONNECTIONS INC | |||||||
| 130 10TH CT | VERO BEACH | FL | 32962 | N/A | PC | Annual Fund | $2,000 |
| COBALT FOUNDATION | |||||||
| PO BOX 22485 | DENVER | CO | 80222 | N/A | PC | abortion services and advocacy fund | $10,000 |
| COLORADO NEWS COLLABORATIVE | |||||||
| PO BOX 40866 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $25,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $950 |
| COMMITMENT 305 CORP | |||||||
| 16060 SW 77TH CT | PALMETTO BAY | FL | 33157 | N/A | PC | General & Unrestricted | $5,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $20,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | to support voting rights in Florida, TX and GA | $10,000 |
| COMMON CAUSE EDUCATION FUND - NORTH CAROLINA | |||||||
| 907 GLENWOOD AVE | RALEIGH | NC | 27605 | N/A | PC | General & Unrestricted | $5,000 |
| CONSERVATION COLORADO EDUCATION FUND | |||||||
| 303 E 17TH AVE STE 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $10,000 |
| CONSERVATION LAW FOUNDATION INC | |||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $15,000 |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $2,400 |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | N/A | PC | General & Unrestricted | $7,097 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | for the protection of elephants | $2,500 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 3000 AERIAL CTR PKWY STE 160 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $5,000 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 WEST 25TH ST | NEW YORK | NY | 10001 | N/A | PC | COP 26 reporting Fund | $10,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS | |||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | N/A | PC | General & Unrestricted | $1,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $750 |
| DORSET VILLAGE PUBLIC LIBRARY ASSOCIATION INC | |||||||
| PO BOX 38 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $468 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $3,000 |
| EAST CHAPEL HILL ROTARY CLUB FOUNDATION | |||||||
| PO BOX 2254 | CHAPEL HILL | NC | 27515 | N/A | PC | Teacher's Store | $8,000 |
| ECO-INSTITUTE AT PICKARDS MOUNTAIN INC | |||||||
| 8519 PICKARDS MEADOW RD | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $5,000 |
| ECOAMERICA | |||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COU | |||||||
| 2455 SAINT LUCIE AVE | VERO BEACH | FL | 32960 | N/A | PC | St. Helens Head Start Center | $15,000 |
| EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI | |||||||
| PO BOX 163701 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $15,000 |
| EL PUEBLO INC | |||||||
| PO BOX 27746 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $10,000 |
| EMERGENCY MEDICAL ASSISTANCE INC | |||||||
| PO BOX 33552 | PALM BCH GDNS | FL | 33420 | N/A | PC | General & Unrestricted | $10,000 |
| ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER INC | |||||||
| 600 PENNSYLVANIA AVE SE STE 400 | WASHINGTON | DC | 20003 | N/A | PC | to promote renewable energy | $1,500 |
| ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER INC | |||||||
| 1543 WAZEE ST STE 400 | DENVER | CO | 80202 | N/A | PC | Charitable Event | $1,500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $10,000 |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||
| 475 RIVERSIDE DR STE 960 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,100 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $7,093 |
| EX STUDENT'S ASSOCIATION OF THE UNIVERSITY OF TEXA | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | 40 Acres Society Scholarship Fund | $7,500 |
| FAIR ELECTIONS CENTER | |||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 |
| FAMILIES IN NATURE | |||||||
| 4610 SHOALWOOD AVE | AUSTIN | TX | 78756 | N/A | PC | General & Unrestricted | $2,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TERRRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | General & Unrestricted | $4,724 |
| FEMINIST WOMENS HEALTH CENTER INC | |||||||
| 1924 CLIFF VALLEY WAY NE | ATLANTA | GA | 30329 | N/A | PC | abortion services and advocacy Fund | $10,000 |
| FERTILITY FOUNDATION OF TEXAS | |||||||
| 3801 N CAPITAL OF TEXAS HWY E240 | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $2,980 |
| FLATHEAD SPAY & NEUTER TASK FORCE INC | |||||||
| PO BOX 2095 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $2,579 |
| FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC | |||||||
| 25550 SW 152ND AVE | HOMESTEAD | FL | 33032 | N/A | PC | General & Unrestricted | $15,000 |
| FLORIDA RISING TOGETHER INC | |||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | Environmental efforts in Florida | $10,000 |
| FOOD PANTRY OF INDIAN RIVER COUNTY INC | |||||||
| 2206 16TH AVE | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF ANIMALS INC | |||||||
| 777 POST RD STE 205 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $4,724 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | To promote green energy at Hildene | $500 |
| FRIENDS OF THE CHAPEL HILL PUBLIC LIBRARY | |||||||
| 100 LIBRARY DR | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $4,000 |
| FRIENDS OF THE CHILDREN - AUSTIN | |||||||
| 1023 SPRINGDALE RD STE 13C | AUSTIN | TX | 78721 | N/A | PC | General & Unrestricted | $18,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| GANG ALTERNATIVE INC | |||||||
| 12000 BISCAYNE BLVD STE 402 | NORTH MIAMI | FL | 33181 | N/A | PC | General & Unrestricted | $10,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER INC | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $10,000 |
| GLEN HIGHLAND FARM INC | |||||||
| 6699 FOX CENTRE PKWY STE 434 | GLOUCESTER | VA | 23061 | N/A | PC | General & Unrestricted | $821 |
| GLOBAL EMPOWERMENT MISSION INC | |||||||
| 1810 NW 94TH AVE | DORAL | FL | 33172 | N/A | PC | General & Unrestricted | $10,000 |
| GREEN CHIMNEYS CHILDRENS SERVICES INC | |||||||
| PO BOX 719 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $4,724 |
| GUTTMACHER INSTITUTE INC | |||||||
| 125 MAIDEN LANE 7TH FL | NEW YORK | NY | 10038 | N/A | PC | to protect reproductive freedom | $10,000 |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | General & Unrestricted | $3,000 |
| HAILEY ICE PARK INC | |||||||
| PO BOX 4616 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $5,000 |
| HARBOR BRANCH OCEANOGRAPHIC INSTITUTION FOUNDATION | |||||||
| 3545 OCEAN DRIVE STE 201 | VERO BEACH | FL | 32963 | N/A | PC | Research related to the health of the Indian River lagoon | $5,000 |
| HEART OF TEXAS LAB RESCUE INC | |||||||
| PO BOX 81821 | AUSTIN | TX | 78708 | N/A | PC | General & Unrestricted | $2,500 |
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $4,724 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $5,000 |
| HILL COUNTRY CONSERVANCY INC | |||||||
| PO BOX 163125 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $5,000 |
| HOLY CROSS ENERGY ROUND-UP FOUNDATION | |||||||
| PO BOX 2150 | GLENWOOD SPGS | CO | 81602 | N/A | PC | General & Unrestricted | $3,000 |
| HOOD COLLEGE OF FREDERICK MD | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | N/A | PC | Frederick Food Security Network | $15,000 |
| HOPEWELL FUND | |||||||
| 1828 L ST NW STE 300D | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | General & Unrestricted | $4,724 |
| HUMANE SOCIETY OF VERO BEACH FLA | |||||||
| 6230 77TH ST | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $500 |
| IF WHEN HOW | |||||||
| 1714 FRANKLIN ST STE 100 393 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $30,000 |
| IF WHEN HOW | |||||||
| 1714 FRANKLIN ST STE 100 393 | OAKLAND | CA | 94612 | N/A | PC | Legal defense fund | $1,000 |
| IN OUR OWN VOICE NATIONAL BLACK WOMENS REPRODUCTIV | |||||||
| 8705 COLESVILLE RD STE 377 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $2,500 |
| INDIAN RIVER HOSPITAL FOUNDATION INC - CLEVELAND C | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $5,000 |
| INDIVISIBLE CIVICS INC | |||||||
| PO BOX 43884 | WASHINGTON | DC | 20010 | N/A | PC | to be directed for the benefit of affiliates in the state of Florida | $5,000 |
| INDIVISIBLE CIVICS INC | |||||||
| PO BOX 43884 | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $5,000 |
| INTER-TRIBAL COUNCIL OF ARIZONA INC | |||||||
| 2214 N CENTRAL AVE STE 100 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $25,000 |
| ITS 4 THE KIDS | |||||||
| 4300 BISCAYNE BLVD STE 305 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $7,000 |
| JANES DUE PROCESS INC | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $35,000 |
| JEREMIAH PROGRAM | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $10,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $2,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A | VERO BEACH | FL | 32963 | N/A | PC | Charitable Event | $2,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $2,500 |
| JOURNALISM FUNDING PARTNERS | |||||||
| 1731 HOWE AVE 242 | SACRAMENTO | CA | 95825 | N/A | PC | Wilmington Star News Climate Beat | $60,000 |
| KENTUCKY HEALTH JUSTICE NETWORK INC | |||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | N/A | PC | abortion services and advocacy fund | $10,000 |
| LEAGUE OF WOMEN VOTERS OF FLORIDA EDUCATION FUND I | |||||||
| 1001 N ORANGE AVE | ORLANDO | FL | 32801 | N/A | PC | to protect voting rights and fair elections. | $1,500 |
| LEAGUE OF WOMEN VOTERS OF FLORIDA EDUCATION FUND I | |||||||
| 1001 N ORANGE AVE | ORLANDO | FL | 32801 | N/A | PC | To protect voting by mail | $2,500 |
| LEAGUE OF WOMEN VOTERS OF MIAMI- DADE COUNTY EDUCA | |||||||
| 2701 CORAL WAY 2ND FL | MIAMI | FL | 33145 | N/A | PC | General & Unrestricted | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY - SOUTHERN FLORIDA CHA | |||||||
| 200 S PARK RD STE 140 | HOLLYWOOD | FL | 33021 | N/A | PC | General & Unrestricted | $5,000 |
| MANCHESTER MUSIC FESTIVAL INC | |||||||
| PO BOX 33 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $2,500 |
| MARGARET BYRD RAWSON INSTITUTE INC | |||||||
| 122 E PATRICK ST 106 | FREDERICK | MD | 21701 | N/A | PC | General & Unrestricted | $86,000 |
| MARGARET BYRD RAWSON INSTITUTE INC | |||||||
| 122 E PATRICK ST 106 | FREDERICK | MD | 21701 | N/A | PC | to support weekly blogs and general operating support | $1,000 |
| MCCOMBS SCHOOL OF BUSINESS FOUNDATION | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | N/A | SO I | General & Unrestricted | $25,000 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $6,000 |
| MEMPHIS CENTER FOR REPRODUCTIVE | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | abortion services and education Fund | $10,000 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I | |||||||
| 820 37TH PL | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| METRO CARING | |||||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $1,000 |
| MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC DB | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $10,000 |
| MISSION OF THE HEART FOUNDATION INC | |||||||
| 2451 BRICKELL AVE APT 3M | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $5,000 |
| MOHAWK AND HUDSON RIVER HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | N/A | PC | General & Unrestricted | $3,787 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPY | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $4,724 |
| MULTICULTURAL REFUGEE COALITION | |||||||
| PO BOX 41566 | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $15,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | To protect the right to abortion | $2,500 |
| NARAL PRO-CHOICE ARIZONA FOUNDATION | |||||||
| 4141 N 32ND ST STE 105 | PHOENIX | AZ | 85018 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVE NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $20,000 |
| NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN | |||||||
| 747 3RD AVE FL 33C | NEW YORK | NY | 10017 | N/A | PC | To focus on anxiety and related physical consequences | $2,234 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | Audubon North Carolina | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 512 1ST AVE N | FARGO | ND | 58102 | N/A | PC | North Dakota Women in Need Fund for abortion services | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | for general operating funds | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 473 | EAU CLAIRE | WI | 54702 | N/A | PC | Options Fund of Eau Claire, Wisconsin, for abortion services | $6,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 770141 | NEW ORLEANS | LA | 70117 | N/A | PC | New Orleans Abortion Fund for abortion Services | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | Texas abortion funds - The Bridge Collective, Jane's Due Process, Frontera Fund, West Fund, Lilith Fund, Clinic Access Support Network (CASN), Texas Equal Access Fund, Support Your Sistah at the Afiya Center, and Fund Texas Choice | $27,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 227336 | DALLAS | TX | 75222 | N/A | PC | Texas Equal Access Fund abortion services and LARCS | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FRONTERA FUND | |||||||
| PO BOX 721011 | MCALLEN | TX | 78504 | N/A | PC | General & Unrestricted | $20,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FUND TEXAS CH | |||||||
| 3005 S LAMAR BLVD D-109 111 | AUSTIN | TX | 78704 | N/A | PC | Fund Texas Choice for abortion services and LARCs | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $15,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PC | Lillith Fund abortion services and LARCS | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - RICHMOND REPR | |||||||
| PO BOX 7389 | RICHMOND | VA | 23221 | N/A | PC | abortion services and abortion education Fund | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS-- FREEDOM FUND | |||||||
| PO BOX 92 | MARSHFIELD | WI | 54449 | N/A | PC | abortion services and advocacy Fund | $10,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | for work on human causes of climate change | $2,500 |
| NATIONAL WILDLIFE FEDERATION - NORTHEAST REGIONAL | |||||||
| 149 STATE ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | Plan C Support | $59,616 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | to ensure NRDC can keep battling - in and out of court - to save our last wild places and our planet's climate | $2,500 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $1,887 |
| NEW JERSEY STATE FEDERATION OF WOMENS CLUBS - WOMA | |||||||
| PO BOX 262 | HAWORTH | NJ | 07641 | N/A | PC | Spring House Scholarship Fund | $750 |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | |||||||
| 117 HILLSBOROUGH ST STE 102 | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH CAROLINA BLACK ALLIANCE INC | |||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA COASTAL FEDERATION INC | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Network of Grantmakers | $3,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Local News Lab | $10,000 |
| NORTH CAROLINA CONSERVATION NETWORK | |||||||
| 234 FAYETTEVILLE ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION | |||||||
| 4800 SIX FORKS RD STE 300 | RALEIGH | NC | 27609 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $4,724 |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION INC | |||||||
| 2515 AIRPORT N DR BLDG B | VERO BEACH | FL | 32960 | N/A | PC | for work to save and restore the Indian River Lagoon | $3,322 |
| OHIO STATE UNIVERSITY | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | N/A | GOV | General & Unrestricted | $5,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 710811 | COLUMBUS | OH | 43271 | N/A | PC | General & Unrestricted | $5,000 |
| ONE ARIZONA | |||||||
| 530 E MCDOWELL RD STE 107448 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $75,000 |
| PA ALLIANCE FOUNDATION | |||||||
| 1528 WALNUT ST STE 808 | PHILADELPHIA | PA | 19102 | N/A | PC | for The Voter Project and Commonwealth Communications | $75,000 |
| PENNSYLVANIA VOICE | |||||||
| 123 S BROAD ST STE 630 | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $50,000 |
| PHILADELPHIANS ORGANIZED TO WITNESS EMPOWER AND RE | |||||||
| 1429 N 11TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | General & Unrestricted | $35,000 |
| PHILANTHROPY COLORADO | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $1,000 |
| PIEDMONT WILDLIFE CENTER | |||||||
| 364 LEIGH FARM RD | DURHAM | NC | 27707 | N/A | PC | General & Unrestricted | $2,500 |
| PITTIELOVE RESCUE INC | |||||||
| PO BOX 3532 | FRAMINGHAM | MA | 01705 | N/A | PC | General & Unrestricted | $950 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | to protect the right to abortion | $7,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | to PPFA and to affiliates with need given to fund abortions and contraceptives | $35,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $33,000 |
| PLANNED PARENTHOOD OF MARYLAND INC | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | PC | public affairs program | $86,480 |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | N/A | PC | for contraception and abortion | $5,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DRIVE STE 110 | COLCHESTER | VT | 05446 | N/A | PC | for the Laura Fund | $5,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | To protect access to abortion | $10,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $10,000 |
| POPULATION CONNECTION | |||||||
| 2120 L ST NW STE 500 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $3,000 |
| POPULATION MEDIA CENTER INC | |||||||
| 30 KIMBALL AVE STE 302 | S BURLINGTON | VT | 05403 | N/A | PC | "Crossing the Line" docu-style podcast series and an accompanying impact and engagement campaign | $9,304 |
| POPULATION MEDIA CENTER INC | |||||||
| 30 KIMBALL AVE STE 302 | S BURLINGTON | VT | 05403 | N/A | PC | "Crossing the Line" podcast series and an accompanying impact and engagement campaign | $50,000 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | Reproductive Freedom Program | $10,000 |
| PROGRESS FLORIDA EDUCATION INSTITUTE | |||||||
| 1010 CENTRAL AVE STE 209 | ST PETERSBURG | FL | 33705 | N/A | PC | Floridians for Reproductive Freedom Project | $10,000 |
| PROGRESS NORTH CAROLINA | |||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | General & Unrestricted | $10,000 |
| PROGRESS TEXAS INSTITUTE | |||||||
| PO BOX 162922 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $40,000 |
| PROGRESSNOW COLORADO EDUCATION | |||||||
| 1536 WYNKOOP ST STE 224 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $16,276 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,887 |
| REPRESENT US EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | General & Unrestricted | $1,500 |
| REPRESENT US EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | to protect voting rights | $3,000 |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC | |||||||
| 47 KEARNY ST STE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | corporate accountability project | $5,000 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $3,000 |
| RURAL ARIZONA ENGAGEMENT | |||||||
| 381 W CENTRAL AVE | COOLIDGE | AZ | 85128 | N/A | PC | General & Unrestricted | $25,000 |
| SAVE THE MANATEE CLUB INC | |||||||
| 533 VERSAILLES DR | MAITLAND | FL | 32751 | N/A | PC | emphasis on seagrass protection and growth especially in the Indian river Lagoon | $5,000 |
| SECU FAMILY HOUSE AT UNC HOSPITALS | |||||||
| 123 OLD MASON FARM RD | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $2,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | for work on restoration of Florida's waters to be directed to the turtle coast chapter | $1,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | Florida chapter | $6,000 |
| SOUL DOG RESCUE | |||||||
| 1245 FACTORY CIR | FORT LUPTON | CO | 80621 | N/A | PC | General & Unrestricted | $4,807 |
| SOUTHERN COALITION FOR SOCIALJUSTICE | |||||||
| 1415 WEST HWY 54 STE 101 | DURHAM | NC | 27707 | N/A | PC | General & Unrestricted | $10,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 W MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $22,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| 930 SOUTHERN VERMONT ARTS CENTER DR | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | To focus on treating the whole patient including complete reproductive healthcare and mental health | $10,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | Vision 2020 | $15,000 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | GOV | General & Unrestricted | $7,561 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $10,000 |
| STATE INNOVATION EXCHANGE | |||||||
| PO BOX 260230 | MADISON | WI | 53726 | N/A | PC | General & Unrestricted | $5,000 |
| STATE VOICES | |||||||
| 1616 P ST NW STE 220 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| TEXAS FREEDOM NETWORK EDUCATION FUND | |||||||
| PO BOX 1624 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $10,000 |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | |||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $15,000 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $25,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | General & Unrestricted | $6,049 |
| THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | N/A | PC | Earth Vision Institute | $25,900 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | for the Earn and Learn Program | $7,034 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | Do Good Feel Good Program | $11,000 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $20,000 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | The Children's Movement of Florida | $10,000 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | Supporting Surfside | $10,000 |
| THE MOTIVATIONAL EDGE INC | |||||||
| 1550 NW 36TH ST | MIAMI | FL | 33142 | N/A | PC | General & Unrestricted | $10,000 |
| THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC | |||||||
| PO BOX 1848 | MERRIFIELD | DC | 22116 | N/A | PC | to protect the right to abortion | $5,000 |
| THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC | |||||||
| PO BOX 1848 | MERRIFIELD | DC | 22116 | N/A | PC | For reproductive rights protection | $5,000 |
| THE NATURE CONSERVANCY - VERMONT CHAPTER | |||||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | N/A | PC | Siting wind and solar developments in Vermont | $5,000 |
| THE PINK HOUSE FUND | |||||||
| 2918 HILLRISE DR | LAS CRUCES | NM | 88011 | N/A | PC | general support to help women seeking abortions | $25,000 |
| THE WOMENS CENTER INC | |||||||
| PO BOX 1057 | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $4,584 |
| THIRTY PERCENT COALITION | |||||||
| 9235 RED WASH DR | JENSEN | UT | 84035 | N/A | PC | General & Unrestricted | $10,000 |
| TRANSPLANTING TRADITIONS COMMUNITY | |||||||
| PO BOX 394 | CARRBORO | NC | 27510 | N/A | PC | General & Unrestricted | $3,000 |
| TRANSPLANTING TRADITIONS COMMUNITY | |||||||
| PO BOX 394 | CARRBORO | NC | 27510 | N/A | PC | Establishing a regional producer network of socially disadvantaged Asian refugee farmers to leverage culturally and linguistically appropriate resources and marketing opportunities in order to increase farm income and local food production and distribution | $15,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | General & Unrestricted | $20,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | abortion services and education | $15,000 |
| ULTRAVIOLET EDUCATION FUND | |||||||
| PO BOX 92592 | WASHINGTON | DC | 20090 | N/A | PC | in support of Reproductive choice | $5,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | Center for Science and Democracy | $15,000 |
| UNITED AGAINST POVERTY INC | |||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | N/A | PC | To help clients deal with effects of the Corona Virus and general support | $4,000 |
| UNITED AGAINST POVERTY INC | |||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $6,000 |
| UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC | |||||||
| PO BOX 588 | BENNINGTON | VT | 05201 | N/A | PC | care for acute anxiety | $2,000 |
| UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC | |||||||
| PO BOX 588 | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND | |||||||
| 523 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $10,000 |
| USAGAINSTALZHEIMERS | |||||||
| 1101 K ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | In recognition of Alzheimer's Day | $1,000 |
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUN | |||||||
| 141 MAIN ST | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $10,000 |
| VIZCAYA MUSEUM AND GARDENS TRUST INC | |||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $15,000 |
| VNA & HOSPICE OF THE SOUTHWEST REGION INC | |||||||
| 7 ALBERT CREE DR | RUTLAND | VT | 05701 | N/A | PC | Target to Dorset VT | $2,000 |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | |||||||
| 1110 35TH LN | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $2,000 |
| WAKEUP WAKE COUNTY INC | |||||||
| 1409 WESTCHESTER RD | RALEIGH | NC | 27610 | N/A | PC | General & Unrestricted | $10,000 |
| WESTERN RESOURCE ADVOCATES | |||||||
| 2260 BASELINE RD STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $30,000 |
| WHOLE WOMANS ADVOCACY ALLIANCE | |||||||
| 1001 E MARKET ST STE 200 | CHARLOTTESVLE | VA | 22902 | N/A | PC | General & Unrestricted | $7,500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | Elephant protection | $2,000 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | General & Unrestricted | $15,000 |
| WMHT EDUCATIONAL TELECOMMUNICATIONS INC | |||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $1,000 |
| WOMEN HAVE OPTIONS INC | |||||||
| 1567 KENMORE RD | COLUMBUS | OH | 43211 | N/A | PC | abortion services and education | $10,000 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | abortion services, LARCs, and advocacy | $10,000 |
| WOMENS FOUNDATION OF FLORIDA INC | |||||||
| PO BOX 611 | WEST PALM BCH | FL | 33402 | N/A | PC | to support Floridians for reproductive freedom | $5,000 |
| WOMENS HEALTH PROJECT INC | |||||||
| 227 N DUBUQUE ST | IOWA CITY | IA | 52245 | N/A | PC | abortion services and education | $10,000 |
| WOMENS MEDICAL FUND INC | |||||||
| PO BOX 248 | MADISON | WI | 53701 | N/A | PC | abortion services and advocacy | $10,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 2633 LINCOLN BLVD 338 | SANTA MONICA | CA | 90405 | N/A | PC | abortion services and advocacy | $10,000 |
| WOORI CENTER | |||||||
| 102 HENNING DR | NORTH WALES | PA | 19454 | N/A | PC | General & Unrestricted | $9,288 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | For Elephant protection | $2,500 |
| YOU CAN VOTE | |||||||
| 902 BROAD ST STE 201 | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $15,000 |
| ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME | |||||||
| 110 EAST 42ND ST 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,055,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,479 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,546,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $109 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $109 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,801,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,801,146 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $12,200 | Amt |
| Disbursements Charitable Prps | $12,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (246 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $98,270 | $249,559 |
| ACI WORLDWIDE INC | $60,918 | $81,129 |
| ADOBE SYSTEMS, INC | $130,727 | $146,301 |
| ADYEN N.V. | $78,336 | $128,468 |
| AGILENT TECHNOLOGIES INC | $34,241 | $73,758 |
| AIA GROUP LTD ADR | $139,193 | $152,893 |
| AIRBNB | $90,065 | $89,405 |
| AKAMAI TECH COM STK | $34,892 | $43,305 |
| AKZO NOBEL NV-ADR | $44,358 | $50,628 |
| ALCON INC | $81,613 | $113,866 |
| ALFA LAVAL AB | $39,221 | $66,867 |
| ALIBABA GROUP HOLDING LTD | $95,182 | $70,799 |
| ALIGN TECHNOLOGY, INC | $86,701 | $187,296 |
| ALLIANZ SE | $128,092 | $124,991 |
| ALPHABET INC CL A | $40,306 | $199,896 |
| ALPHABET INC CL C | $154,104 | $575,824 |
| AMAZON COM | $157,914 | $476,811 |
| AMBEV SA | $57,781 | $36,882 |
| AMDOCS LIMITED | $18,618 | $21,329 |
| AMER FIN GRP HLD | $16,974 | $29,524 |
| AMERIPRISE FINANCIAL INC | $72,818 | $208,447 |
| ANALOG DEVICES INC | $199,381 | $283,869 |
| APPLE INC | $51,894 | $300,626 |
| APPLIED IDNS TECH | $27,129 | $40,567 |
| APTAR GROUP INC | $24,592 | $31,232 |
| ARCHAEA ENERGY | $11,884 | $12,833 |
| ASHTEAD GROUP PLC | $31,909 | $75,291 |
| ASPEN TECHNOLOGY, INC | $34,050 | $58,597 |
| ASSA ABLOY UNSP/ADR | $36,492 | $49,185 |
| ATKORE INTERNATIONAL GROUP INC | $12,107 | $19,458 |
| ATLAS COPCO AB A SHS ADR | $72,475 | $152,135 |
| AUTODESK, INC | $113,954 | $127,379 |
| AVERY DENNISON CORP | $13,351 | $32,486 |
| BANCO BILBAO ARG SA | $68,736 | $54,368 |
| BED BATH & BEYOND INC | $78,193 | $47,093 |
| BERKSHIRE HATHAWAY INC. CLASS | $109,749 | $243,984 |
| BGC PARTNERS INC | $56,430 | $43,515 |
| BLACKROCK INC | $69,804 | $132,756 |
| BOOKING HOLDINGS INC | $166,596 | $249,520 |
| BRIGHT HORIZONS FAMILY SOLUTIO | $80,480 | $77,164 |
| BROADRIDGE FINANCIAL | $22,323 | $27,423 |
| BROOKFIELD ASSET MANAGEMENT CL | $54,937 | $101,982 |
| BROWN & BROWN INC | $12,026 | $33,032 |
| BROWN CAPITAL MANAGEMENT INTL | $1,400,001 | $1,460,800 |
| C H ROBINSON WORLDWIDE INC | $16,666 | $24,217 |
| CANADIAN NATL RAILWAY CO | $67,764 | $125,317 |
| CARMAX INC | $79,737 | $181,280 |
| CARRIER GLOBAL | $51,564 | $131,640 |
| CARTER'S INC | $21,656 | $26,823 |
| CAVCO INDS INC DEL | $22,100 | $31,765 |
| CBIZ, INC | $38,565 | $104,372 |
| CBOE HOLDINGS INC | $16,763 | $23,472 |
| CHECK POINT SOFTWARE TECHNOLOG | $78,214 | $84,273 |
| CHEMED CORP | $32,575 | $55,549 |
| CHOICE HOTELS INTERNATIONAL IN | $24,239 | $41,337 |
| CHUGAI PHARMACEUTICAL CO., LTD | $40,999 | $52,646 |
| CIRCOR INTL INC | $56,767 | $44,168 |
| CIT GROUP INC | $44,809 | $54,728 |
| CITRIX SYSTEMS INC | $36,156 | $26,485 |
| CLOSE BROTHERS GROUP 25 P ORD | $25,543 | $33,042 |
| CME GROUP, INC | $158,121 | $187,337 |
| COGNYTE SOFTWARE LTD | $18,247 | $15,513 |
| COHEN & STEERS INC | $12,004 | $23,128 |
| COLFAX CORPORATION | $70,155 | $101,364 |
| COLUMBIA BANKING SYSTEM, INC | $57,683 | $60,172 |
| COLUMBIA SPORTSWEAR CO | $22,966 | $24,360 |
| COMMMUNITY HEALTHCARE TRUST | $32,822 | $49,255 |
| COOPER COMPANIES INC | $29,454 | $46,083 |
| CREDICORP LTD | $40,686 | $39,673 |
| CROWN CASTLE INTL | $114,437 | $158,434 |
| CSPC PHARMACEUTICALS GROUP | $68,529 | $55,715 |
| CUBESMART | $16,340 | $31,301 |
| DASSAULT SYS SA SPN ADR | $109,283 | $191,155 |
| DBS GROUP HLDGS SPON ADR | $126,205 | $165,707 |
| DEXCOM, INC | $45,242 | $124,035 |
| DIAGEO PLC ADS | $61,367 | $85,194 |
| DOCUSIGN INC | $19,292 | $55,898 |
| DOLBY LABORATORIES | $10,714 | $15,711 |
| DONALDSON CO. INC | $31,186 | $40,593 |
| DORMAN PRODUCTS INC | $13,992 | $26,557 |
| EAST WEST BANCORP, INC | $21,702 | $35,406 |
| EDWARDS LIFESCIENCES | $35,759 | $245,497 |
| ELI LILLY & CO | $102,114 | $107,173 |
| ERSTE BK DER OEST SP | $22,031 | $43,928 |
| ESCO TECH INC | $24,487 | $26,367 |
| ESTEE LAUDER COMPANIES INC | $124,141 | $196,576 |
| EVERI HOLDINGS INC | $15,116 | $16,311 |
| EXPEDITORS INTL WASH INC | $22,299 | $46,330 |
| EXPERIAN GROUP LTD S/ADR | $42,587 | $57,693 |
| F5 NETWORKS, INC | $17,946 | $35,483 |
| FACTSET RESH SYST INC | $21,317 | $46,171 |
| FANUC LIMITED UNSPONSORED | $83,544 | $81,094 |
| FB FINANCIAL CORPORATION | $60,373 | $79,533 |
| FIRST CITIZENS BANCSHARES INC | $54,921 | $55,599 |
| FIRST MERCHANTS CORPORATION | $78,946 | $91,069 |
| FIRST REPUBLIC BANK | $106,559 | $160,458 |
| FLOWERS FOODS INC | $21,752 | $27,058 |
| FOMENTO ECONOMICO MEXICANO | $68,095 | $69,395 |
| FORWARD AIR CORP | $56,649 | $78,587 |
| FRANKLIN ELECTRIC CO., INC | $12,672 | $23,640 |
| FUCHS PETROLUB SE | $29,197 | $24,112 |
| FULLER H B CO | $42,368 | $58,887 |
| GLAXOSMITHKLINE PLC | $52,772 | $59,359 |
| HAEMONETICS CP | $15,792 | $12,040 |
| HAIER SMART HOME ADR | $40,200 | $41,572 |
| HDFC BANK LTD ADR | $31,268 | $39,367 |
| HEINEKEN N V S ADR | $42,965 | $53,157 |
| HENRY JACK & ASSOC INC | $22,348 | $27,553 |
| HENRY SCHEIN INC | $25,035 | $29,461 |
| HOSTESS BRANDS INC | $13,337 | $21,318 |
| HOWARD HUGHES CORPORATION | $51,572 | $53,027 |
| HUBBELL INCORPORATED | $26,377 | $46,861 |
| ICICI BK LTD ADS | $31,848 | $69,305 |
| ILLUMINA INC COM | $104,171 | $122,882 |
| INFINEON TECH ADS | $70,298 | $122,084 |
| ING GROUP N V SPONSORED ADR | $38,850 | $68,264 |
| INSULET CORPORATION | $70,584 | $90,464 |
| INTERPUBLIC GROUP OF COS | $21,922 | $39,135 |
| INTUIT | $47,933 | $131,860 |
| IPG PHOTONICS CORP | $17,387 | $19,796 |
| ITAU UNIBANCO HOLDING S.A | $59,199 | $34,650 |
| JACOBS ENGINEERING GP | $96,159 | $140,205 |
| JONES LANG LASALLE | $23,904 | $44,441 |
| JP MORGAN CHASE | $104,289 | $182,103 |
| KAMAN CORPORATION | $37,705 | $36,548 |
| KAR AUCTION SERVICES INC | $66,733 | $57,372 |
| KDDI CP UNSP ADR | $43,027 | $41,328 |
| KEYSIGHT TECHNOLOGIES INC | $119,810 | $248,432 |
| KKR & CO INC | $58,554 | $163,230 |
| KOMATSU LTD | $52,219 | $49,848 |
| KUBOTA CORPORATION | $90,517 | $128,031 |
| L'AIR LIQUIDE ADR OTC | $33,161 | $43,692 |
| L'OREAL ADR | $63,154 | $132,348 |
| LAMAR ADVERTISING CO CL A REIT | $20,970 | $34,571 |
| LAMB WESTON HOLDINGS INC | $17,497 | $15,845 |
| LIGAND PHARMACEUTICALS INC | $10,624 | $15,600 |
| LINCOLN ELECTRIC HOLDING INC | $21,689 | $31,381 |
| LITHIA MOTORS INC CL A | $26,774 | $64,735 |
| LONZA GROUP AG UNSP/ADR | $31,641 | $88,928 |
| LOWES COMPANIES INC | $60,351 | $214,538 |
| LULULEMON ATHLETICA INC | $41,167 | $74,767 |
| LVMH MOET HENN UNSP | $29,367 | $53,953 |
| M&T BANK CORP | $25,992 | $36,859 |
| MAGNA INTERNATIONAL INC | $40,308 | $65,966 |
| MANHATTAN ASSOCIATES INC | $12,803 | $30,321 |
| MARUI CO LTD ADR OTC | $28,673 | $34,686 |
| MASCO CORP | $29,640 | $40,377 |
| MASTERCARD INC | $60,813 | $296,798 |
| MATCH GROUP INC | $118,758 | $171,793 |
| MEDICAL PROPERTIES TRUST, INC | $25,488 | $42,463 |
| MEDPACE HOLDINGS, INC | $29,880 | $66,380 |
| MERCK & CO INC | $53,438 | $65,374 |
| META PLATFORMS INC | $185,362 | $417,747 |
| MGM RESORTS INTERNATIONAL | $140,743 | $144,648 |
| MICHELIN CIE GEN UNSP/ADR | $48,515 | $53,382 |
| MICROSOFT CORP | $170,510 | $804,813 |
| MIDDLEBY CORPORATION | $19,950 | $31,482 |
| MODIVCARE INC | $41,455 | $65,099 |
| NETAPP, INC | $18,824 | $33,576 |
| NEWMARK GROUP INC | $35,076 | $75,099 |
| NEXSTAR MEDIA GROUP, INC | $59,963 | $96,023 |
| NIDEC CORPORATION ADR | $42,833 | $61,764 |
| NIKE INC-CL B | $77,784 | $156,503 |
| NOMAD FOODS LIMITED | $76,398 | $111,919 |
| NORDSON CP | $19,968 | $34,461 |
| NOTORI HOLDINGS | $43,893 | $40,702 |
| NOVOZYMES A/S UNSP/ADR | $31,834 | $50,288 |
| NVIDIA CORP | $11,784 | $62,645 |
| OLD DOMINION FREIGHT LINE | $37,380 | $138,693 |
| OMNICOM GROUP | $31,723 | $40,665 |
| OSI SYSTEMS, INC | $31,256 | $38,026 |
| OTIS WORLDWIDE CORP | $49,574 | $75,751 |
| OTSUKA HOLDINGS CO | $40,201 | $34,255 |
| OXFORD INDUSTRIES | $33,838 | $54,009 |
| PACIFIC PREMIER BANCORP INC | $68,162 | $91,308 |
| PACKAGING CORP AMER | $15,020 | $20,423 |
| PACWEST BANCORP | $67,141 | $120,152 |
| PAN PAC INTL HLDGS UNSPONSORED | $50,785 | $35,521 |
| PAYPAL HOLDINGS, INC | $64,556 | $306,065 |
| PERKIN ELMER INC | $25,006 | $55,292 |
| PHYSICIANS REALTY TRUST | $21,340 | $23,067 |
| PING AN INSURANCE GROUP ADR | $65,108 | $40,597 |
| PINTEREST INC | $102,862 | $65,757 |
| PROGRESS SOFTWARE CORP | $24,027 | $29,203 |
| PT TELEKOM. IND. TBK ADR | $46,710 | $50,675 |
| QUALCOMM INC | $104,432 | $128,923 |
| RECKITT BENCKISER GROUP | $44,053 | $37,975 |
| RENTOKIL INITIAL PLC SPON ADR | $48,206 | $53,694 |
| ROBERT HALF INTL INC | $25,909 | $30,445 |
| ROCHE HOLDING LTD ADR | $74,204 | $117,078 |
| ROCKWELL AUTOMATION INC | $157,676 | $265,824 |
| RPM INTERNATIONAL INC | $35,262 | $52,015 |
| RUTH'S CHRIS STEAK HOUSE, INC | $29,017 | $30,089 |
| S&P GLOBAL INC COM | $87,915 | $208,593 |
| SAFRAN SA - UNSPON ADR | $41,250 | $42,673 |
| SALESFORCE.COM | $70,213 | $155,019 |
| SAP AKTIENGESELL ADS | $82,719 | $100,739 |
| SBA COMMUNICATIONS CORP | $46,716 | $110,482 |
| SCHNEIDER ELEC UNSP/ADR | $62,795 | $121,982 |
| SEI INVESTMENTS | $36,962 | $45,096 |
| SGS SA UNSP ADR | $36,315 | $45,894 |
| SHIONOGI & CO LTD | $44,802 | $55,661 |
| SIGNATURE BANK | $18,617 | $50,138 |
| SILGAN HOLDINGS, INC | $59,380 | $84,909 |
| SILICON MOTION TECHNOLOGY CORP | $48,900 | $111,090 |
| SMITH A O CORP DEL COM | $23,262 | $39,920 |
| SONOVA HOLDING AG AD | $22,451 | $47,819 |
| SONY GROUP CORP | $56,661 | $88,480 |
| SPECTRUM BRANDS HOLDINGS INC | $52,712 | $66,525 |
| SPLUNK INC | $84,219 | $67,696 |
| SPOTIFY TECHNOLOGY SA | $97,254 | $106,484 |
| STAG INDUSTRIAL INC | $19,055 | $31,174 |
| STARBUCKS CORP COM | $112,718 | $123,754 |
| STARWOOD PROPERTY TRUST INC | $49,530 | $80,652 |
| STERIS PLC | $26,454 | $49,899 |
| SYMRISE AG UNSPONSORED | $86,062 | $128,522 |
| SYSMEX CORP UNSP ASDR | $45,174 | $70,210 |
| T-MOBILE US INC | $71,511 | $65,993 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $140,890 | $289,706 |
| TENCENT HOLDINGS LIMITED | $93,233 | $101,500 |
| TEXAS ROADHOUSE, INC | $7,441 | $17,856 |
| THE BLACKSTONE GROUP INC CL A | $37,729 | $105,841 |
| THE JM SMUCKER COMPANY | $16,974 | $20,373 |
| TJX COMPANIES INC | $55,102 | $91,484 |
| TOPBUILD CORP | $36,084 | $55,182 |
| TORO CO | $28,440 | $26,476 |
| TRACTOR SUPPLY CO COM | $13,976 | $32,211 |
| TWILIO INC | $66,239 | $59,252 |
| UMB FINANCIAL CORPORATION | $18,470 | $32,045 |
| UNICHARM CORP - SPN ADR | $62,790 | $80,075 |
| UNIFIRST CP | $14,036 | $19,988 |
| UNILEVER PLC AMER | $106,965 | $101,448 |
| UNITED RENTALS INC | $32,109 | $108,991 |
| UNITEDHEALTH GROUP INC | $111,221 | $250,066 |
| VERINT SYSTEMS INC | $46,531 | $67,423 |
| VERRA MOBILITY CORPORATION | $61,770 | $65,207 |
| VISA INC | $164,376 | $561,496 |
| WALT DISNEY HOLDINGS CO | $205,054 | $248,134 |
| WATERS CORP | $31,018 | $55,890 |
| WIDEOPENWEST INC | $25,276 | $27,696 |
| WILEY JOHN & SONS INC CL A | $54,965 | $59,904 |
| WILLIAMS SONOMA INC | $15,312 | $37,209 |
| XP INC CL A | $8,769 | $6,122 |
| YANDEX N V | $17,265 | $30,129 |
| ZIFF DAVIS, INC | $53,510 | $91,016 |
| ZOETIS INC | $117,551 | $224,020 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALKEON INNOVATION OFFSHORE FUN | $460,000 | $477,473 |
| ALTERNATIVE INVESTMENTS SUSTAI | $2,052,075 | $2,806,523 |
| DBL PARTNERS III, LP | $1,038,281 | $2,205,014 |
| DBL PTNS IV, LP | $808,391 | $1,262,218 |
| GENERATION IM CLIMATE SOLUTION | $2,813,811 | |
| GENERATION IM GLOBAL EQUITY FD | $7,038,563 | $8,614,452 |
| GENERATION IM SUSTAINABLE SOLU | $1,170,000 | $1,675,055 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $60,735 | $60,735 | |
| Bank Charges | $9,606 | $9,606 | |
| Foundation Dues & Memberships | $1,500 | $1,500 | |
| Insurance Premiums | $2,650 | $2,650 | |
| K-1 Exp DBL PARTNERS III, LP | $36,361 | $36,295 | |
| K-1 Exp DBL PTNS IV, LP | $78,625 | $71,477 | |
| K-1 Exp GENERATION IM GLOBAL E | $73,364 | $73,364 | |
| Payroll Processing Fees | $660 | $660 | |
| Registered Agent Fee | $239 | $239 | |
| State or Local Filing Fees | $60 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DBL PARTNERS III, LP | $873 | $873 |
| K-1 Inc/Loss DBL PTNS IV, LP | $3,588 | $3,479 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FD, LLC | $11,943 | $11,943 |
| Class Action Lawsuit Proceeds | $4,958 | $4,958 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $188,576 | Amt |
| Net Investment Income | $188,576 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $34,600 | |
| 990-PF Extension for 2020 | $9,970 | |
| Foreign Tax Paid | $10,780 | $10,780 |
| IRS MISCELLANEOUS FEES | $1,026 | |
| STATE INCOME TAX 2020 | $300 |