WINTHROP ROCKEFELLER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINTHROP ROCKEFELLER FOUNDATION (EIN 71-0285871)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349105517
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:54:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710355269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK PLC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST MARKHAM SUITE 500 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | 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 | 710285871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINTHROP ROCKEFELLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 5013766854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET 200 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA M DOBSON | PersonNm |
| Person Title | COFO | PersonTitleTxt |
| Phone | 5013766854 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | DOBSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA K BEAN CPA | PreparerPersonNm |
| PTIN | P00941762 | PTIN |
| Phone | 5013752025 | 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 | $169,499,273 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $386,564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $549,987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $693,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,522,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,004,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,051,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,268,437 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $103,414 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,098,278 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,187,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,243,134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $919,440 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $125,303 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $794,137 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $373,359 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $373,359 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $540,291 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,421 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $519,870 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,415 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,638 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,777 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,394 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,874 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,387,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $849,293 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $478,442 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,717 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119,584 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $43,636 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $135,189 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $135,189 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,412 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $334 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,078 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,634 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,634 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $778,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $793,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,430,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,156,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,151,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,787,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,620,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,218,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,156,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,771,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,969,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,087,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,670,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,743,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,743,652 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,259 | AcctRcvblAmt |
| Acct Rcvbl BOY | $58,705 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,259 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,259 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $15,922 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $45,271 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,922 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,922 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $126,507,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,947,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $138,947,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,728,605 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,673,086 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,673,086 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $654,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $412,893 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $282,535 | LandBOYAmt |
| Land EOY | $241,848 | LandEOYAmt |
| Land EOYFMV | $241,848 | LandEOYFMVAmt |
| Other Assets BOY | $7,854,416 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,862,405 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,862,405 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $157,147,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,499,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,499,273 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $611,018 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $651,075 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,022,494 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,189,994 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,633,512 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,841,069 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $154,513,960 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $164,658,204 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,513,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,658,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,147,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,499,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,513,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,969,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,174,785 | OtherIncreasesAmt |
| Subtotal | $164,658,204 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $164,658,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $25,707,264 | $18,325,562 | $7,381,702 | $7,381,702 |
| PROGRAM-RELATED INVESTMENTS | P | $442,995 | $442,995 | $0 | $0 |
| K-1 - OWL VENTURES II, LP | P | $11,359 | -$11,359 | -$11,359 | |
| K-1 - BAIN CAPITAL DOUBLE IMPACT FUND | P | $295,582 | $295,582 | $295,582 | |
| K-1 - GQG PARTNERS | P | $1,820,641 | $1,820,641 | $1,820,641 | |
| K-1 - OWNERSHIP CAPITAL | P | $499,302 | $499,302 | $499,302 | |
| K-1 - DIAMOND STATE VENTURES III | P | $23,330 | $23,330 | $23,330 | |
| K-1 - DIAMOND STATE VENTURES II, LP | P | $173,809 | $173,809 | $173,809 | |
| K-1 - FARALLON CAPITAL F5 | P | $2,073 | $2,073 | $2,073 | |
| K-1 - FUND FOR ARKANSAS' FUTURE | P | $0 | $0 | ||
| K-1 - ELEVAR EQUITY | P | $188 | $188 | $188 | |
| K-1 - IMPACT AMERICA | P | $0 | $0 | ||
| K-1 - SJF VENTURES IV | P | $420,539 | $420,539 | $420,539 | |
| K-1 - STEWART INVESTORS GEMSL FUND | P | $387,549 | $387,549 | $387,549 | |
| K-1 - NEWTYN TE PARTNERS LP | P | $513,721 | $513,721 | $513,721 | |
| K-1 - ILLUMEN CAPITAL | P | $9,513 | $9,513 | $9,513 | |
| K-1 - PRESERVER LP | P | $89,123 | $89,123 | $89,123 | |
| K-1 - MAJ INVEST GLOBAL VALUE | P | $505,820 | $505,820 | $505,820 | |
| K-1 - PALMER SQUARE ULTRA-SHORT | P | $3,213 | -$3,213 | -$3,213 | |
| K-1 - RETHINK IMPACT | P | $0 | $0 | ||
| K-1 - MATERIAL IMPACT II | P | $0 | $0 | ||
| K-1 - SJF VENTURES V | P | $0 | $0 | ||
| K-1 - SEAE VENTURES | P | $0 | $0 | ||
| K-1 - BASE 10 ADVANCEMENT | P | $0 | $0 | ||
| K-1 - ILLUMEN IMPACT II | P | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $160,117 | $160,117 | $160,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,268,437 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,108,320 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,911 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $209,911 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,901 | OverpaymentAmt |
| Applied To ES Tax | $41,901 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WRFOUNDATION.ORG/WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREA M DOBSON | IndividualWithBooksNm |
| Phone | 5013766854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET STE 200 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| SHERECE WEST-SCANTLEBURY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | PRESIDENT & CEO | 50.00 | $390,778 | $57,090 | $0 |
| ANDREA DOBSON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | COFO | 50.00 | $287,416 | $49,039 | $0 |
| REGAN GRUBER MOFFITT | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | SECRETARY | 50.00 | $241,245 | $35,754 | $0 |
| CHRIS VINCENT | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | CHAIR | 2.87 | $0 | $0 | $0 |
| CHRIS CARDONA | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | VICE CHAIR | 2.20 | $0 | $0 | $0 |
| MIKE RAMIREZ | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.57 | $0 | $0 | $0 |
| CHARLOTTE GREEN | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.29 | $0 | $0 | $0 |
| MIKE MALONE | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 0.85 | $0 | $0 | $0 |
| TERRY MAZANY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.08 | $0 | $0 | $0 |
| WIN ROCKEFELLER JR | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.58 | $0 | $0 | $0 |
| KIISHA MARROW | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.55 | $0 | $0 | $0 |
| SHARON TOOMER | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.69 | $0 | $0 | $0 |
| LISENNE ROCKEFELLER | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 0.79 | $0 | $0 | $0 |
| CEDRIC WILLIAMS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.16 | $0 | $0 | $0 |
| ALEJANDRO AVILES | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.74 | $0 | $0 | $0 |
| NACCAMAN WILLIAMS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.67 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CORY ANDERSON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | CHIEF INNOVATION OFF | 50.00 | $229,537 | $36,218 | $0 |
| SHANTELL HINTON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | EQUITY OFFICER | 40.00 | $96,370 | $18,485 | $0 |
| SARAH MCBROOM | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | EQUITY OFFICER | 40.00 | $93,241 | $20,224 | $0 |
| DAVID LEWIS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | EQUITY OFFICER | 40.00 | $90,846 | $12,594 | $0 |
| KATIE WIGGINS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | SENIOR OPERATIONS AS | 40.00 | $67,700 | $20,397 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | ||||||||
| 125 HIGH STREET | BOSTON | MA | 021102112 | INVESTMENT ADVISORY SERVICES | $304,967 | |||
| OAKVIEW CAPITAL MANAGEMENT | ||||||||
| 3879 MAPLE AVE SUITE 300 | DALLAS | TX | 75219 | INVESTMENT MANAGEMENT SERVICES | $194,629 | |||
| THE NORTHERN TRUST COMPANY | ||||||||
| 5 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT CUSTODY & MANAGEMENT SERVICES | $142,174 | |||
| STEWART INVESTORS GLOBAL EMERGING MARKETS SUSI | ||||||||
| INVESTMENT MANAGEMENT SERVICES | $115,715 | 15 FINSBURY CIRCUS | LONDON | UK | ||||
| FHF ENTERPRISES LLC | ||||||||
| 530 MCCLESKY DRIVE | FORREST CITY | AR | 72235 | CONSULTING ON CARES GRANT IMPLEMENTATION | $77,400 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STRENGTHENING ARKANSAS NONPROFITS ( 22 ORGANIZATIONS ENGAGED):WRF HAS DIRECTLY SUPPORTED LEADERSHIP DEVELOPMENT AND STRONGER NONPROFITS THROUGH TECHNICAL ASSISTANCE FOR SPECIFIC PLANNING AND COACHING NEEDS, LEADERSHIP DEVELOPMENT, AND NONPROFIT NETWORKS. NONPROFITS RECEIVED SUPPORT FOR PROJECT EVALUATION, DOCUMENTATION, CONSTITUENCY BUILDING, STRATEGIC AND BUSINESS PLANNING, COMMUNICATIONS, FINANCIAL MANAGEMENT AND BOARD DEVELOPMENT. | Description1Txt |
| Expenses1 | $369,757 | Expenses1Amt |
| Description2 | CAPITAL ACCESS AND ASSET DEVELOPMENT (28 ORGANIZATIONS ENGAGED):WRF CREATED THE ABC'S OF EQUITY (ALICE, BUSINESS CASE FOR EQUITY, AND CAPITAL ACCESS REPORT) TO QUANTIFY EXISTING EQUITY CHALLENGES AND TO IDENTIFY STRATEGIES TO OVERCOME THEM. WE RELEASED THE CAPITAL ACCESS REPORT TO DRIVE ACTION TO INCREASE THE AVAILABILITY OF LENDING RESOURCES TO BLACK AND BROWN ENTREPRENEURS AND WOMEN ENTREPRENEURS. WRF LAUNCHED GROW AR OWN AND SPARKED A STATEWIDE CONVERSATION ABOUT INEQUITY IN PRIVATE BANKING AND FEDERAL SMALL BUSINESS SUPPORT FOR BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. | Description2Txt |
| Expenses2 | $266,628 | Expenses2Amt |
| Description3 | REIMAGINE ARKANSAS (10 ORGANIZATIONS ENGAGED):CREATED BY WRF IN 2020, REIMAGINE ARKANSAS IS THE ONLY STATEWIDE INITIATIVE FOR NARRATIVE CHANGE THAT LISTENS TO THOSE MOST IMPACTED BY INEQUITY, OUR ALICE FAMILIES AND WORKERS, AND SHARES THEIR STORIES VIA A WIDELY ACCESSIBLE PLATFORM. BY ENABLING STORIES TO PROLIFERATE, WE AIM TO UNDERMINE ASSUMPTIONS AND PRECONCEPTIONS AND CHANGE THE NARRATIVE ABOUT ALICE FAMILIES TO INFLUENCE POLICY AND ADVOCACY AND ENCOURAGE OTHERS TO JOIN AR EQUITY 2025'S MOVEMENT BUILDING. WRF LAUNCHED REIMAGINE ARKANSAS USING LISTENING TECHNOLOGY TO SURFACE REAL, UNBIASED PERSPECTIVES AND STORIES OF ALICE FAMILIES. | Description3Txt |
| Expenses3 | $204,008 | Expenses3Amt |
| Description4 | PHILANTHROPIC COLLABORATION (54 ORGANIZATIONS ENGAGED) :WRF HAS DIRECTLY SUPPORTED THE INFRASTRUCTURE FOR FUNDERS TO HAVE COLLECTIVE IMPACT ON SIGNIFICANT CHALLENGES FACING THE STATE OF ARKANSAS. THROUGH GROUPS LIKE ARKANSAS BLACK PHILANTHROPY COLLABORATIVE (ABPC), ARKANSAS ASSET FUNDERS NETWORK (AFN), ARKANSAS IMPACT PHILANTHROPY (AIP), AND DELTA PHILANTHROPY FORUM (DPF), THIS PHILANTHROPIC COLLABORATION HAS BROUGHT TOGETHER COALITIONS AND RESOURCES TO SUPPORT COVID RELIEF AND RECOVERY, INCREASED ACCESS TO CAPITAL FOR PEOPLE OF COLOR AND WOMEN, AND MORE RESOURCES FOR THE DELTA REGION. | Description4Txt |
| Expenses4 | $219,547 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $150,723,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,351,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,075,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,075,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,341,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,734,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,686,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,686,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168,010 | TotalTaxAmt |
| Distributable Before Adj | $7,518,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,811 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,525,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,525,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,771,966 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,771,966 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,525,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $562,654 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,952,914 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $767,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,283,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,771,966 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,771,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $753,542 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $753,542 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,529,525 | 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 | $2,529,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,762,026 | ExcessFromYear4Amt |
| Excess From Year1 | $767,499 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE AT WWWWRFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET SUITE 200 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5013766854 | RecipientPhoneNum |
| Form And Info And Materials | WRF PROVIDES GENERAL OPERATING SUPPORT, PROJECT SUPPORT, TECHNICAL ASSISTANCE, AND PROGRAM RELATED INVESTMENTS TO ORGANIZATIONS WORKING TO ADVANCE ECONOMIC EQUITY, EDUCATIONAL EQUITY AND/OR SOCIAL, ETHNIC, AND RACIAL EQUITY WITHIN ARKANSAS. DETAILED GUIDELINES ARE AVAILABLE ON OUR WEBSITE AT HTTPS://WWW.WRFOUNDATION.ORG/WHAT-WE-FUND/#HOW. OUR APPROACH BEGINS WITH AN IDEA SUBMITTED TO OUR ONLINE PORTAL, WWW.WRFOUNDATION.ORG/HOW-TO-APPLY/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS ARE ROLLING AND CAN BE RECEIVED ONLINE AT WWW.WRFOUNDATION.ORG/HOW-TO-APPLY/ AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | WRF GRANTS AND PROGRAM-RELATED INVESTMENTS ARE LIMITED TO INITIATIVES THAT DIRECTLY OR SIGNIFICANTLY IMPACT THE STATE OF ARKANSAS, AND ARE PRIMARILY PROVIDED TO ORGANIZATIONS LOCATED IN ARKANSAS. IF YOUR INITIATIVE IS NOT LED BY A NONPROFIT, GOVERNMENT AGENCY, SCHOOL, COLLEGE, OR UNIVERSITY, WRF WILL REQUIRE A FISCAL SPONSOR. A FISCAL SPONSOR ACTS AS A GUARDIAN OF GRANT FUNDS, RETAINS DISCRETION AND CONTROL OVER THE USE OF GRANT FUNDS, AND ENSURES THAT THE FUNDS ARE USED FOR 501(C)(3) PURPOSES. THE FISCAL SPONSOR AND ORGANIZATION'S MISSIONS SHOULD BE IN ALIGNMENT. WRF WILL GENERALLY NOT: FUND INDIVIDUALS SUPPORT CAPITAL EXPENDITURES (CONSTRUCTION, MAJOR RENOVATIONS, EQUIPMENT, OR SUPPLIES) PROVIDE OPERATING SUPPORT TO COVER BUDGET SHORTFALLS SUPPORT FUNDRAISING CAMPAIGNS SUPPORT BASIC SCIENTIFIC RESEARCH SUPPORT ENDOWMENTS SUPPORT INITIATIVES THAT DO NOT DIRECTLY OR SIGNIFICANTLY HAVE AN IMPACT WITHIN THE STATE OF ARKANSAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVANCING BLACK ENTREPRENEURSHIP INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $50,000 |
| ADVOCATES FOR COMMUNITY AND RURAL EDUCATION - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $50,000 |
| ARKANAS BAPTIST COLLEGE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | TO REIMAGINE THE LONG-TERM INFRASTRUCTURE NEEDED TO ENSURE THE SUSTAINABILITY OF THE STATES FOUR HISTORICALLY BLACK COLLEGES AND UNIVERSITIES | $25,000 |
| ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT FOR GUBERNATORIAL ADVOCACY AND OUTREACH IN 2022 FOR ALLIANCE FOR EARLY SUCCESS'S STATE TEAM | $10,000 |
| ARKANSAS BLACK MAYORS ASSOCIATION - ALTHEIMER AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | DEVELOP A STRATEGIC PLAN, IDENTIFY OPERATIONAL GOALS, AND ENGAGE IN RESOURCE DEVELOPMENT IN SUPPORT OF THEIR MISSION | $30,000 |
| ARKANSAS COALITION OF MARSHALLESE - SPRINGDALE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | SUPPORT A YEAR-LONG DIGITAL CAMPAIGN TO DEVELOP, TEST, AND SHARE TACTICS AND STRATEGIES ROOTED IN THE VOICES AND LIVED EXPERIENCES OF ARKANSASS MARSHALLESE RESIDENTS | $15,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | STRENGTHEN THE COALITIONS, COLLABORATIVES, AND COMMON TABLES ADVANCING POLICY CHANGE ON BEHALF OF ALICE FAMILIES | $100,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD THE POWER OF EARLY CHILDHOOD PROFESSIONALS AND PARENTS AND SUPPORT A LONG-TERM, COORDINATED CAMPAIGN TO ACHIEVE TRANSFORMATIVE CHANGE IN ARKANSASS EARLY CHILDHOOD SYSTEM | $100,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO LEVERAGE INDIVIDUAL AND PHILANTHROPIC FUNDS TO SUPPORT NONPROFIT ORGANIZATIONS ACTIVELY RESPONDING TO ARKANSANS IN NEED | $100,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS IMPACT PHILANTHROPY AS IT IDENTIFIES AND TAKES ON ADDITIONAL COLLABORATIVE PHILANTHROPIC STRATEGIES TO ADVANCE EQUITY | $50,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | ALFRED HAMPTON MEMORIAL | $5,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT DIRECT SERVICES, ADVOCACY, AND ORGANIZING SO THAT IMMIGRANTS AND REFUGEES CAN FULLY PARTICIPATE IN A THRIVING AND PROSPEROUS STATE THAT BENEFITS ALL ARKANSANS | $150,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SERVE AS FISCAL SPONSOR FOR THE EXCEL BY EIGHT INITIATIVE TO INCREASE HEALTH AND EDUCATION OUTCOMES AND DECREASE EXISTING GAPS ACROSS GENDER, INCOME, RACE/ETHNICITY, AND GEOGRAPHY, FOR CHILDREN AGES BIRTH TO 8. | $500,000 |
| ARKANSAS JUDICIAL COUNCIL- LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | SUPPORT ORGANIZED LISTENING SESSIONS FOR STATE JUDGES TO HEAR COMMUNITY MEMBERS SPEAK ON THE NATURE AND ELEMENTS OF SYSTEMIC BIAS PRESENT WITHIN THE JUSTICE SYSTEM | $20,000 |
| ARKANSAS RURAL HEALTH PARTNERSHIP - LAKE VILLAGE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT THE ARHP TO ENGAGE EVERY RURAL HOSPITAL IN SOUTH ARKANSAS TO CREATE A SHARED VISION FOR EQUITY AND STRATEGIES TO BETTER MEET THE NEEDS OF RURAL ARKANSANS | $10,000 |
| ARKANSAS UNITED COMMUNITY COALITION - FAYETTEVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD AND SUSTAIN THE CAPACITY OF IMMIGRANT-LED AND -SERVING ORGANIZATIONS THAT CENTER IMMIGRANT VOICE THROUGH LEADERSHIP DEVELOPMENT AND POWER BUILDING | $50,000 |
| ARKANSAS UNITED COMMUNITY COALITION - FAYETTEVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT CNL IN BUILDING INTERNAL CAPACITY, WITH THE GOAL OF FORMING A LATINX-LED AND -SERVING ENTREPRENEUR SUPPORT ORGANIZATION BASED IN NORTHWEST ARKANSAS | $30,000 |
| ASSET FUNDERS NETWORK - CHIICAGO IL | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT THE ARKANSAS ASSET FUNDERS NETWORK PARTIPATION IN A NATIONAL COHORT OF NARRATIVE CHANGE COLLABORATORS TO BUILD A NETWORK OF FUNDERS, BUSINESSES, BANKS, AND POLICY-MAKER CHAMPIONS FOR AN ASSET LIMITED INCOME CONSTRAINED EMPLOYED (ALICE) AGENDA AND TO MOBILIZE DATA-DRIVEN CHNGE ON BARRIERS TO ALICE FAMILIES. | $25,000 |
| ASSET FUNDERS NETWORK - CHIICAGO IL | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO LEVERAGE LOCAL AND NATIONAL FUNDS TO SUPPORT ADVOCACY FOR A STATE EARNED INCOME TAX CREDIT IN ARKANSAS | $20,000 |
| ASSET FUNDERS NETWORK - CHIICAGO IL | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $30,000 |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC - NEW YORK NY | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2021 WOMEN IN PHILANTHROPY SPONSORSHIP | $5,000 |
| AUBURN THEOLOGICAL SEMINARY - NEW YORK NY | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD AN INFRASTRUCTURE OF FAITH LEADERS TO ENGAGE IN ADVOCACY AND MORAL LEADERSHIP TO ADVANCE THE NARRATIVE OF ECONOMIC EQUITY IN ARKANSAS. | $30,000 |
| BRANDON HOUSE CULTURAL AND PERFORMING ARTS CENTER - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT THE GROWTH AND DEVELOPMENT OF CREATIVE ENTREPRENEURSHIP IN CENTRAL ARKANSAS THROUGH A COLLABORATIVE CREATIVE ECONOMY BUSINESS ACADEMY AND BUSINESS THERAPY MODEL | $30,000 |
| CCCUA FOUNDATION INC - DEQUEEN AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2020 ROSA VELASQUEZ BOARD OF DIRECTORS HONORARIUM | $10,000 |
| CENTRAL ARKANSAS HARM REDUCTION PROJECT - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT ORGANIZING, MOBILIZATION, AND DIGITAL ART CAMPAIGNS TO ADVANCE EQUITY FOR THE LGBTQ COMMUNITY IN ARKANSAS | $15,000 |
| COMMUNITIES UNLIMITED - FAYETTEVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT SMALL BUSINESSES IN THE ARKANSAS DELTA REGION WITH FLEXIBLE GRANTS AND TECHNICAL ASSISTANCE TO SUSTAIN DURING AND AFTER THE COVID-19 PANDEMIC | $195,000 |
| DECARCERATE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO EMPOWER LEADERS TO CREATE A POLICY AGENDA TO DECRIMINALIZE POVERTY AND CONFRONT SYSTEMS OF INJUSTICE | $40,000 |
| DELTA CIRCLES INC - HELENA AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2020 KILOLO KIJAKAZI BOARD OF DIRECTORS HONORARIUM | $10,000 |
| DELTA CIRCLES INC - HELENA AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $75,000 |
| DELTA CIRCLES INC - HELENA AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT SMALL BUSINESSES IN THE ARKANSAS DELTA REGION WITH FLEXIBLE GRANTS AND TECHNICAL ASSISTANCE TO SUSTAIN DURING AND AFTER THE COVID-19 PANDEMIC | $55,000 |
| DELTA COMMUNITY DEVELOPMENT AND LAW CENTER INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT SMALL BUSINESSES IN THE ARKANSAS DELTA REGION WITH FLEXIBLE GRANTS AND TECHNICAL ASSISTANCE TO SUSTAIN DURING AND AFTER THE COVID-19 PANDEMIC | $50,000 |
| DEREK LEWIS FOUNDATION - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | BUILD THE INFRASTRUCTURE OF THE ARKANSAS BLACK PHILANTHROPY COLLABORATIVE IN ORDER TO MOBILIZE A BROAD COALITION OF LEADERS, FUNDERS, AND INSTITUTIONS TO ORGANIZE AROUND A COMMON MISSION AND VISION FOR BLACK COMMUNITIES IN ARKANSAS | $90,000 |
| EAST ARKANSAS ENTERPRISE COMMUNITY INC - FOREST CITY AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO CONDUCT RESEARCH ON HOW COVID RELIEF FUNDS IN ARKANSAS WERE DISTRIBUTED TO BUSINESSES AND NONPROFIT ORGANIZATIONS IN RESPONSE TO THE PANDEMIC | $40,000 |
| EAST ARKANSAS ENTERPRISE COMMUNITY INC - FOREST CITY AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT SMALL BUSINESSES IN THE ARKANSAS DELTA REGION WITH FLEXIBLE GRANTS AND TECHNICAL ASSISTANCE TO SUSTAIN DURING AND AFTER THE COVID-19 PANDEMIC | $55,000 |
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION - FAYETTEVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | 2021 MIKE MALONE BOARD OF DIRECTORS HONORARIUM | $5,000 |
| FINANCING OZARKS RURAL GROWTH AND ECONOMY (FORGE) - HUNTSVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $150,000 |
| FORWARD ARKANSAS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | ACCELERATE THE INNOVATIVE AND EQUITABLE TRANSFORMATION OF ARKANSAS'S PRE-K TO 12 EDUCATION SYSTEM TO DELIVER EXCELLENT OUTCOMES | $600,000 |
| FRACTURED ATLAS - NEW YORK NY | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD AN INFRASTRUCTURE OF FAITH LEADERS TO ENGAGE IN ADVOCACY AND MORAL LEADERSHIP TO ADVANCE THE NARRATIVE OF ECONOMIC EQUITY IN ARKANSAS. | $50,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS - WASHINGTON DC | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | 2021 LEARNING CONFERENCE SPONSORSHIP | $5,000 |
| HENDRIX COLLEGE - CONWAY AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2021 MIKE MALONE BOARD OF DIRECTORS HONORARIUM | $15,000 |
| HISPANIC WOMEN'S ORGANIZATION OF ARKANSAS - SPRINGDALE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2020 ROSA VELASQUEZ BOARD OF DIRECTORS HONORARIUM | $10,000 |
| HOPE ENTERPRISE CORPORATION - JACKSONVILLE MS | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILDING COLLECTIVE IMPACT FOR ALICE FAMILIES CO-INVEST IN A COALITION OF DIVERSE ORGANIZATIONS PROVIDING DIRECT SUPPORT, ORGANIZING, AND RESOURCES FOR ALICE WORKERS FACING EVICTIONS AND HOUSING INSTABILITY | $25,000 |
| IMMERSE ARKANSAS-LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2021 CHRIS VINCENT BOARD OF DIRECTORS HONORARIUM | $10,000 |
| MEDICAL DEBT RESOLUTION INC - NEW YORK NY | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO GROW AWARENESS OF MEDICAL FINES, FEES AND DEBT IN ARKANSAS AND INSPIRE ACTION CALLING FOR SYSTEMATIC CHANGE AT THE LOCAL AND STATE LEVELS | $15,000 |
| NEIGHBORHOOD FUNDERS GROUP - OAKLAND CA | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT THE INTEGRATED RURAL STRATEGIES WORKING GROUP IN HIGLIGHING IMPORTANT SOCIAL JUSTICE MOVEMENTS COMING FROM AND TO RURAL COMMUNITIES AND TO INFLUENCE THE PHILANTRHOPIC SECTOR'S APPROACH TO FUNDING RURAL ORGANIZING. | $7,500 |
| NEW LEADERS COUNCIL ARKANSAS | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO DEVELOP CROSS-SECTOR LEADERS TO BUILD POWER AND CREATE TRANSFORMATIONAL CHANGE ROOTED IN EQUITY. | $5,000 |
| NORTHWEST ARKANSAS EQUALITY INC - FAYETTEVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT AN EMERGING HIV REFORM COALITION IN ARKANSAS TO CHALLENGE INEQUITABLE POLICIES THAT CRIMINALIZE HIV IN ARKANSAS | $30,000 |
| PEOPLE TRUST - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT ARKANSASS ONLY BLACK-OWNED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION THROUGH INTERNAL CAPACITY BUILDING TO STIMULATE EXPANSION AND GROWTH | $75,000 |
| PHILANDER SMITH COLLEGE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO REIMAGINE THE LONG-TERM INFRASTRUCTURE NEEDED TO ENSURE THE SUSTAINABILITY OF THE STATES FOUR HISTORICALLY BLACK COLLEGES AND UNIVERSITIES | $25,000 |
| PHOENIX YOUTH AND FAMILY SERVICES INC - CROSSETT AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT SMALL BUSINESSES IN THE ARKANSAS DELTA REGION WITH FLEXIBLE GRANTS AND TECHNICAL ASSISTANCE TO SUSTAIN DURING AND AFTER THE COVID-19 PANDEMIC | $50,000 |
| POTLUCK AND POISON IVY - NORTH LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILDING COLLECTIVE IMPACT FOR ALICE FAMILIES CO-INVEST IN A COALITION OF DIVERSE ORGANIZATIONS PROVIDING DIRECT SUPPORT, ORGANIZING, AND RESOURCES FOR ALICE WORKERS FACING EVICTIONS AND HOUSING INSTABILITY | $12,500 |
| PROJECT ZERO - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2021 CHRIS VINCENT BOARD OF DIRECTORS HONORARIUM | $10,000 |
| SHORTER COLLEGE - NORTH LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO REIMAGINE THE LONG-TERM INFRASTRUCTURE NEEDED TO ENSURE THE SUSTAINABILITY OF THE STATES FOUR HISTORICALLY BLACK COLLEGES AND UNIVERSITIES | $25,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS - ATLANTA GA | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO BUILD AN EQUITABLE SOUTH AND PROMOTE INNOVATIVE AND TRANSFORMATIVE PHILANTHROPY IN THE REGION. | $10,000 |
| SOUTHERN BANCORP COMMUNITY PARTNERS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO LEVERAGE NATIONAL RESOURCES TO BUILD THE CAPACITY OF SOCIAL JUSTICE LEADERS AND ADVOCATES | $50,000 |
| SOUTHERN BANCORP COMMUNITY PARTNERS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $75,000 |
| SOUTHERN BANCORP COMMUNITY PARTNERS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO PROCESS GRANT PAYMENTS AS PART OF THE ARKANSAS DEPARTMENT OF HUMAN SERVICES CARES ACT GRANT PROGRAM FOR NONPROFIT ORGANIZATIONS PROVIDING COVID RELIEF SERVICES IN LOW WEALTH COMMUNITIES | $25,000 |
| THE METHODIST FOUNDATION FOR ARKANSAS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD AN INFRASTRUCTURE OF FAITH LEADERS TO ENGAGE IN ADVOCACY AND MORAL LEADERSHIP TO ADVANCE THE NARRATIVE OF ECONOMIC EQUITY IN ARKANSAS. | $50,000 |
| THE POLICY ACADEMIES - WASHINGTON DC | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | 2020 KILOLO KIJAKAZI BOARD OF DIRECTORS HONORARIUM | $10,000 |
| UNIVERSITY OF ARKANSAS AT PINE BLUFF | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO REIMAGINE THE LONG-TERM INFRASTRUCTURE NEEDED TO ENSURE THE SUSTAINABILITY OF THE STATES FOUR HISTORICALLY BLACK COLLEGES AND UNIVERSITIES | $25,000 |
| UNIVERSITY OF ARKANSAS CLINTON SCHOOL OF PUBLIC SERVICE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $60,000 |
| UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION INC - CONWAY AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORTING THE IMPLEMENTATION OF THE LATINX ENTREPRENEURS AND FAMILIES (LEAF) INITIATIVE IN COLLABORATION WITH THE CONDUCTOR | $25,000 |
| UNRESTRICTED GRANTS UNDER 5000 | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | UNRESTRICTED GRANTS UNDER $5,000 | $15,000 |
| VILLAGE PLACE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT A YOUTH-LED, COMMUNITY-DRIVEN MOVEMENT THAT WILL UTILIZE A COMMUNITY NEWSPAPER TO INSPIRE MOVEMENTS AND CHALLENGE DOMINANT NARRATIVES | $30,000 |
| WINROCK INTERNATIONAL - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO COORDINATE EQUITABLE DEVELOPMENT WITHIN OPPORTUNITY ZONES IN ARKANSAS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,620,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVANCING BLACK ENTREPRENEURSHIP INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $50,000 |
| ADVOCATES FOR COMMUNITY AND RURAL EDUCATION - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT THE RURAL COMMUNITY ALLIANCES TO CARRY OUT ITS MISSION TO HELP RURAL SCHOOLS AND COMMUNITIES THRIVE THROUGH PARENT AND YOUTH ORGANIZING, PARENT AND RESIDENT ENGAGEMENT, AND EDUCATION ADVOCACY | $200,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS IMPACT PHILANTHROPY AS IT IDENTIFIES AND TAKES ON ADDITIONAL COLLABORATIVE PHILANTHROPIC STRATEGIES TO ADVANCE EQUITY | $50,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD THE POWER OF EARLY CHILDHOOD PROFESSIONALS AND PARENTS AND SUPPORT A LONG-TERM, COORDINATED CAMPAIGN TO ACHIEVE TRANSFORMATIVE CHANGE IN ARKANSASS EARLY CHILDHOOD SYSTEM | $100,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SERVE AS FISCAL SPONSOR FOR THE EXCEL BY EIGHT INITIATIVE TO INCREASE HEALTH AND EDUCATION OUTCOMES AND DECREASE EXISTING GAPS ACROSS GENDER, INCOME, RACE/ETHNICITY, AND GEOGRAPHY, FOR CHILDREN AGES BIRTH TO 8. | $1,000,000 |
| ARKANSAS COMMUNITY FOUNDATION INC - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | STRENGTHEN THE COALITIONS, COLLABORATIVES, AND COMMON TABLES ADVANCING POLICY CHANGE ON BEHALF OF ALICE FAMILIES | $100,000 |
| ARKANSAS PUBLIC POLICY PANEL - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO PROVIDE RESOURCES TO MORE EFFECTIVELY ORGANIZE LEADERS AND RESIDENTS ACROSS THE STATE, AND BUILD COLLECTIVE POWER THAT ADVANCES POLICY CHANGE TOWARDS A MORE EQUITABLE ARKANSAS. | $150,000 |
| ASSET FUNDERS NETWORK - CHIICAGO IL | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $60,000 |
| AUBURN THEOLOGICAL SEMINARY - NEW YORK NY | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD AN INFRASTRUCTURE OF FAITH LEADERS TO ENGAGE IN ADVOCACY AND MORAL LEADERSHIP TO ADVANCE THE NARRATIVE OF ECONOMIC EQUITY IN ARKANSAS. | $20,000 |
| CAPACITY FOR EQUITY FUND | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | 2022 CAPACITY FOR EQUITY FUND | $164,994 |
| DELTA CIRCLES INC - HELENA AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $75,000 |
| DELTA CIRCLES INC - HELENA AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT SMALL BUSINESSES IN THE ARKANSAS DELTA REGION WITH FLEXIBLE GRANTS AND TECHNICAL ASSISTANCE TO SUSTAIN DURING AND AFTER THE COVID-19 PANDEMIC | $15,000 |
| DEREK LEWIS FOUNDATION - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | BUILD THE INFRASTRUCTURE OF THE ARKANSAS BLACK PHILANTHROPY COLLABORATIVE IN ORDER TO MOBILIZE A BROAD COALITION OF LEADERS, FUNDERS, AND INSTITUTIONS TO ORGANIZE AROUND A COMMON MISSION AND VISION FOR BLACK COMMUNITIES IN ARKANSAS | $60,000 |
| EAST ARKANSAS ENTERPRISE COMMUNITY INC - FOREST CITY AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO CONDUCT RESEARCH ON HOW COVID RELIEF FUNDS IN ARKANSAS WERE DISTRIBUTED TO BUSINESSES AND NONPROFIT ORGANIZATIONS IN RESPONSE TO THE PANDEMIC | $10,000 |
| FINANCING OZARKS RURAL GROWTH AND ECONOMY (FORGE) - HUNTSVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $210,000 |
| FINANCING OZARKS RURAL GROWTH AND ECONOMY (FORGE) - HUNTSVILLE AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $150,000 |
| FORWARD ARKANSAS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | ACCELERATE THE INNOVATIVE AND EQUITABLE TRANSFORMATION OF ARKANSAS'S PRE-K TO 12 EDUCATION SYSTEM TO DELIVER EXCELLENT OUTCOMES | $600,000 |
| FORWARD ARKANSAS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | SUPPORT THE RESEARCH NEEDED TO ASSESS THE CURRENT CHALLENGES IN ARKANSASS P-12 EDUCATION SYSTEM AND ARTICULATE OPPORTUNITIES FOR POST-PANDEMIC CHANGES FOR MORE EQUITABLE ACADEMIC OUTCOMES | $250,000 |
| FRACTURED ATLAS - NEW YORK NY | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | BUILD AN INFRASTRUCTURE OF FAITH LEADERS TO ENGAGE IN ADVOCACY AND MORAL LEADERSHIP TO ADVANCE THE NARRATIVE OF ECONOMIC EQUITY IN ARKANSAS. | $25,000 |
| HOUSING CONNECTIVE CORE AND ACTION NETWORK FUND | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | STRENGTHEN THE COALITIONS, COLLABORATIVES, AND COMMON TABLES ADVANCING POLICY CHANGE ON BEHALF OF ALICE FAMILIES | $100,000 |
| LOCUS IMPACT INVESTING - RICHMOND VA | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO SUPPORT PARTICIPATION IN THE COMMUNITY INVESTMENT GUARANTEE POOL | $70,000 |
| OUR HOUSE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | TO PROVIDE RESOURCES TO MORE EFFECTIVELY ORGANIZE LEADERS AND RESIDENTS ACROSS THE STATE, AND BUILD COLLECTIVE POWER THAT ADVANCES POLICY CHANGE TOWARDS A MORE EQUITABLE ARKANSAS. | $80,000 |
| SOUTHERN BANCORP COMMUNITY PARTNERS - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | PC | INVEST IN NEW MODELS FOR EQUITABLE DISTRIBUTION OF CAPITAL IN ARKANSAS AND IN NETWORKS THAT CAN WIELD THEIR COLLECTIVE INFLUENCE AND LEVERAGE TO BRING MODELS TO SCALE AND DRIVE SYSTEMIC CHANGE | $75,000 |
| UNIVERSITY OF ARKANSAS CLINTON SCHOOL OF PUBLIC SERVICE - LITTLE ROCK AR | ||||||
| VARIOUS | LITTLE ROCK | AR | 72201 | NC | PROVIDE GENERAL OPERATING SUPPORT TO ARKANSAS ORGANIZATIONS THAT ARE CRITICAL TO THE EQUITY INFRASTRUCTURE IN ARKANSAS. | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,674,994 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,564 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $693,167 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,004,574 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,187,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,187,719 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING | $15,244 | $0 | $0 | $15,244 |
| AUDIT | $43,150 | $34,520 | $0 | $8,630 |
| TAX PREPERATION | $1,000 | $0 | $0 | $1,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (195 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFF 216 31" FIREPROOF FILE DRAWER | 2002-05-07 | $1,670 | $1,670 | SL | 10.000000000000 | $0 | $0 | $0 |
| SHARP MX 4101 COPIER | 2011-06-09 | $10,393 | $10,393 | SL | 5.000000000000 | $0 | $0 | $0 |
| RECEPTION QUOIN SIDE CHAIRS | 2009-02-01 | $1,600 | $1,600 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION QUOIN SIDE CHAIRS | 2009-02-01 | $1,600 | $1,600 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION SIDE TABLE | 2009-02-01 | $597 | $597 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION SIDE TABLE | 2009-02-01 | $597 | $597 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION COFFEE TABLE | 2009-02-01 | $732 | $732 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION OCCASIONAL TABLE UNDER TV | 2009-02-01 | $596 | $596 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION SOFA | 2009-02-01 | $2,742 | $2,742 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION KATHRYN GUEST CHAIR | 2009-02-01 | $749 | $749 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION KATHRYN GUEST CHAIR | 2009-02-01 | $749 | $749 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION OVERHEAD CABINET | 2009-02-01 | $2,379 | $2,379 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION LATERAL FILES & MODULAR TOP | 2009-02-01 | $824 | $824 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION LATERAL FILES & MODULAR TOP | 2009-02-01 | $281 | $281 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION DESK | 2009-05-15 | $2,563 | $2,563 | SL | 10.000000000000 | $0 | $0 | $0 |
| HALLWAY MODULAR MOBILE OTTOMAN | 2009-02-01 | $1,963 | $1,963 | SL | 10.000000000000 | $0 | $0 | $0 |
| BREAKROOM 4 TALL STOOLS | 2009-02-01 | $1,046 | $1,046 | SL | 10.000000000000 | $0 | $0 | $0 |
| BREAKROOM 2 TABLES | 2009-02-01 | $916 | $916 | SL | 10.000000000000 | $0 | $0 | $0 |
| BREAKROOM CATERING CART | 2009-02-01 | $611 | $611 | SL | 10.000000000000 | $0 | $0 | $0 |
| 2 DRAWER LATERALS WITH COMMON TOP | 2009-02-01 | $2,465 | $2,465 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 205 COMBINATION CABINET | 2009-02-01 | $979 | $979 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 205 OVERHEAD STORAGE UNIT | 2009-02-01 | $1,617 | $1,617 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 205 CREDENZA & DESK UNIT | 2009-02-01 | $2,338 | $2,338 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 205 SIDE CHAIRS | 2009-02-01 | $709 | $709 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 206 CREDENZA & DESK UNIT | 2009-02-01 | $2,247 | $2,247 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 206 DOUBLE CREDENZA UNIT | 2009-02-01 | $1,286 | $1,286 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 206 DOUBLE OVERHEAD UNTI | 2009-02-01 | $1,618 | $1,618 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 206 OVERHEAD STORAGE UNIT | 2009-02-01 | $1,617 | $1,617 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 207 2 SIDE CHAIRS | 2009-02-01 | $709 | $709 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 207 DOUBLE OVERHEAD UNTI | 2009-02-01 | $1,617 | $1,617 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 207 CREDENZA & DESK UNIT | 2009-02-01 | $2,643 | $2,643 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 207 2 DRAWER CREDENZA | 2009-02-01 | $643 | $643 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 209 5 SIDE CHAIRS | 2009-02-01 | $1,772 | $1,772 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 209 CREDENZA & DESK UNIT | 2009-02-01 | $2,671 | $2,671 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 209 2 DRAWER CREDENZA | 2009-02-01 | $643 | $643 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 209 OVERHEAD STORAGE UNIT | 2009-02-01 | $1,617 | $1,617 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 218 DESK P-TOP | 2009-02-01 | $695 | $695 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 218 DESK BRIDGE | 2009-02-01 | $433 | $433 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 218 CREDENZA COMBO FILE | 2009-02-01 | $718 | $718 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 BOOKCASE | 2009-02-01 | $402 | $402 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 OVERHEAD STORAGE UNIT | 2009-02-01 | $1,567 | $1,567 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 210 SMALL MEETING TABLE | 2009-02-01 | $286 | $286 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 209 SMALL MEETING TABLE | 2009-02-01 | $286 | $286 | SL | 10.000000000000 | $0 | $0 | $0 |
| 211 TEAM ROOM EASEL (ROLLING) | 2009-02-01 | $584 | $584 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 212 CREDENZA & DESK UNIT | 2009-02-01 | $2,319 | $2,319 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 212 CREDENZAS (2 2DRAWER W/ COMMON TOP) | 2009-02-01 | $1,643 | $1,643 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 212 COMBINATION CABINET | 2009-02-01 | $1,038 | $1,038 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 212 OVERHEAD STORAGE UNIT | 2009-02-01 | $1,617 | $1,617 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 212 SIDE CHAIR | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 ALINA LOUNGE CHAIRS (2) | 2009-02-01 | $3,146 | $3,146 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 SIDE CHAIRS | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 OVERHEAD UNIT 60" | 2009-02-01 | $834 | $834 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 CREDENZA & DESK | 2009-02-01 | $2,296 | $2,296 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 CREDENZAS (2DRAWER) & TOP | 2009-02-01 | $1,713 | $1,713 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 214 SIDE CHAIR | 2009-02-01 | $354 | $354 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 214 BOX FILE & DESK | 2009-02-01 | $1,980 | $1,980 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 214 OVERHEAD UNITS | 2009-02-01 | $1,617 | $1,617 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 214 3 DRAWER FILES WITH COMMON TOP | 2009-02-01 | $2,160 | $2,160 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 215 SIDE CHAIRS (5) | 2009-02-01 | $1,772 | $1,772 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 215 COMBO BOX FILE & DESK | 2009-02-01 | $2,226 | $2,226 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 215 CREDENZAS & COMMON TOP | 2009-02-01 | $1,713 | $1,713 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 215 OVERHEAD UNIT | 2009-02-01 | $1,707 | $1,707 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 215 SMALL MEETING TABLE | 2009-02-01 | $286 | $286 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 213 SMALL MEETING TABLE | 2009-02-01 | $286 | $286 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 216 HIGH BACK CHAIR | 2009-02-01 | $486 | $486 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 216 WALL STORAGE & FILES WITH COMMON TOP | 2009-02-01 | $2,919 | $2,919 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 216 CENTER LATERAL FILES WITH COMMON TOP | 2009-02-01 | $2,441 | $2,441 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 218 LIBRARY SIDE CHAIRS (6) | 2009-02-01 | $2,126 | $2,126 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFF 218 LIBRARY BOOKCASES (2) | 2009-02-01 | $664 | $664 | SL | 10.000000000000 | $0 | $0 | $0 |
| 217 EXECUTIVE HALLWAY TABLE | 2009-02-01 | $408 | $408 | SL | 10.000000000000 | $0 | $0 | $0 |
| 217 EH TABLET CHAIRS - BLUE FABRIC | 2009-02-01 | $3,142 | $3,142 | SL | 10.000000000000 | $0 | $0 | $0 |
| 217 EH TABLET CHAIRS - BROWN PATTERN | 2009-02-01 | $4,117 | $4,117 | SL | 10.000000000000 | $0 | $0 | $0 |
| 211 TEAM RM JENNY TABLET CHAIRS - SAND FABRIC | 2009-02-01 | $1,418 | $1,418 | SL | 10.000000000000 | $0 | $0 | $0 |
| PROG HALL TABLET CHAIRS - BROWN PATTERN FABRIC | 2009-02-01 | $4,117 | $4,117 | SL | 10.000000000000 | $0 | $0 | $0 |
| OFFICE SIDE CHAIR | 2009-08-06 | $407 | $407 | SL | 10.000000000000 | $0 | $0 | $0 |
| INNER PLAN FINAL PAYMENT | 2009-06-18 | $990 | $990 | SL | 10.000000000000 | $0 | $0 | $0 |
| ART WORK FOR OFFICES | 2009-11-03 | $11,700 | $11,700 | SL | 10.000000000000 | $0 | $0 | $0 |
| RECEPTION DESK ADDITIONS | 2010-06-29 | $4,250 | $4,250 | SL | 8.830000000000 | $0 | $0 | $0 |
| NEW OFFICE FURNITURE: DESK | 2012-10-23 | $3,137 | $3,137 | SL | 6.330000000000 | $0 | $0 | $0 |
| COMBINATION CABINET | 2015-11-04 | $1,606 | $830 | SL | 10.000000000000 | $161 | $0 | $0 |
| CREDENZA P-TOP | 2015-11-04 | $894 | $462 | SL | 10.000000000000 | $89 | $0 | $0 |
| CREDENZA BRIDGE | 2015-11-04 | $463 | $239 | SL | 10.000000000000 | $46 | $0 | $0 |
| CREDENZA DESK | 2015-11-04 | $978 | $505 | SL | 10.000000000000 | $98 | $0 | $0 |
| CREDENZA FILE | 2015-11-04 | $1,002 | $518 | SL | 10.000000000000 | $100 | $0 | $0 |
| OVER HEAD CABINET | 2015-11-04 | $2,572 | $1,329 | SL | 10.000000000000 | $257 | $0 | $0 |
| FRAMING / ARTWORK (HUNG 10/28) | 2015-10-19 | $2,646 | $1,367 | SL | 10.000000000000 | $265 | $0 | $0 |
| CREDENZA FILE | 2016-05-03 | $470 | $219 | SL | 10.000000000000 | $47 | $0 | $0 |
| CREDENZA L-TOP | 2016-05-03 | $1,737 | $811 | SL | 10.000000000000 | $174 | $0 | $0 |
| CREDENZA DESK | 2016-05-03 | $910 | $425 | SL | 10.000000000000 | $91 | $0 | $0 |
| CREDENZA 2 DRAWER FILE | 2016-05-03 | $1,080 | $504 | SL | 10.000000000000 | $108 | $0 | $0 |
| CREDENZA 2 DRAWER FILE | 2016-05-03 | $470 | $219 | SL | 10.000000000000 | $47 | $0 | $0 |
| CREDENZA DESK | 2016-05-03 | $1,039 | $485 | SL | 10.000000000000 | $104 | $0 | $0 |
| CREDENZA L-TOP | 2016-05-03 | $1,737 | $811 | SL | 10.000000000000 | $174 | $0 | $0 |
| CREDENZA 2 DRAWER FILE | 2016-05-03 | $1,080 | $504 | SL | 10.000000000000 | $108 | $0 | $0 |
| NEW DESK CHAIRS - NEW OFFICE | 2016-06-07 | $886 | $406 | SL | 10.000000000000 | $89 | $0 | $0 |
| NEW DESK CHAIRS - NEW OFFICE | 2016-06-07 | $886 | $406 | SL | 10.000000000000 | $89 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| OLOGY INTERN DESK | 2018-12-31 | $1,178 | $236 | SL | 10.000000000000 | $118 | $0 | $0 |
| OLOGY INTERN DESK | 2018-12-31 | $1,178 | $236 | SL | 10.000000000000 | $118 | $0 | $0 |
| INTERN CABINET W/ COAT CLOSET | 2018-12-31 | $1,706 | $341 | SL | 10.000000000000 | $171 | $0 | $0 |
| INTERN CABINET W/ COAT CLOSET | 2018-12-31 | $1,706 | $341 | SL | 10.000000000000 | $171 | $0 | $0 |
| "ELEVEN" WHITE TRAPEZOID TABLE | 2018-12-31 | $4,431 | $886 | SL | 10.000000000000 | $443 | $0 | $0 |
| COACT CORNER CURVED BENCH | 2018-12-31 | $2,484 | $497 | SL | 10.000000000000 | $248 | $0 | $0 |
| COACT SOFA | 2018-12-31 | $2,844 | $569 | SL | 10.000000000000 | $284 | $0 | $0 |
| COACT LOUNGE CHAIR | 2018-12-31 | $1,376 | $275 | SL | 10.000000000000 | $138 | $0 | $0 |
| COACT LOVESEAT | 2018-12-31 | $2,141 | $428 | SL | 10.000000000000 | $214 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| MASSUAD GREY CHAIR | 2018-12-31 | $1,307 | $261 | SL | 10.000000000000 | $131 | $0 | $0 |
| AKIRA BOARD ROOM TABLE | 2018-12-31 | $1,843 | $369 | SL | 10.000000000000 | $184 | $0 | $0 |
| AKIRA BOARD ROOM TABLE | 2018-12-31 | $1,843 | $369 | SL | 10.000000000000 | $184 | $0 | $0 |
| AKIRA BOARD ROOM TABLE | 2018-12-31 | $1,843 | $369 | SL | 10.000000000000 | $184 | $0 | $0 |
| AKIRA BOARD ROOM TABLE | 2018-12-31 | $1,843 | $369 | SL | 10.000000000000 | $184 | $0 | $0 |
| AKIRA BOARD ROOM TABLE | 2018-12-31 | $1,843 | $369 | SL | 10.000000000000 | $184 | $0 | $0 |
| AKIRA BOARD ROOM TABLE | 2018-12-31 | $1,843 | $369 | SL | 10.000000000000 | $184 | $0 | $0 |
| STEELCASE THREAD PRODUCT (ELECTRICAL) | 2018-12-31 | $4,683 | $937 | SL | 10.000000000000 | $468 | $0 | $0 |
| INDIE SOFA & POUF | 2018-12-31 | $4,933 | $987 | SL | 10.000000000000 | $493 | $0 | $0 |
| BRODY WORKING LOUNGE YELLOW CHAIR & POUF | 2018-12-31 | $1,942 | $388 | SL | 10.000000000000 | $194 | $0 | $0 |
| REFRIGERATOR (PAID FOR IN FEB) | 2018-12-17 | $1,753 | $351 | SL | 10.000000000000 | $175 | $0 | $0 |
| NEW AUDIO VIDEO EQUIPMENT | 2018-12-17 | $27,928 | $5,586 | SL | 10.000000000000 | $2,793 | $0 | $0 |
| CREDENZA | 2019-01-30 | $2,565 | $492 | SL | 10.000000000000 | $256 | $0 | $0 |
| RECYCLE/TRASH BINS FOR KITCHEN | 2020-08-15 | $1,681 | $140 | SL | 5.000000000000 | $336 | $0 | $0 |
| FEATURE WALL | 2009-02-05 | $5,844 | $5,844 | SL | 10.000000000000 | $0 | $0 | $0 |
| SOUND MASKING SYSTEM | 2009-02-01 | $6,798 | $6,798 | SL | 10.000000000000 | $0 | $0 | $0 |
| DRAPER SHADES | 2009-05-28 | $18,679 | $18,679 | SL | 9.750000000000 | $0 | $0 | $0 |
| PAYMENTS TO BALDWIN SHELL** | 2009-02-01 | $66,804 | $66,804 | SL | 10.000000000000 | $0 | $0 | $0 |
| PAYMENTS TO BALDWIN SHELL** | 2015-12-10 | $22,334 | $22,334 | SL | 3.170000000000 | $0 | $0 | $0 |
| EVIRONMANICS GLASS WALLS | 2018-12-17 | $27,098 | $5,420 | SL | 10.000000000000 | $2,710 | $0 | $0 |
| PAYMENTS TO BS AND TO IN FEBRUARY 2019 | 2018-12-17 | $157,155 | $31,431 | SL | 10.000000000000 | $15,716 | $0 | $0 |
| NEW FEATURE WALL | 2018-12-17 | $5,360 | $1,072 | SL | 10.000000000000 | $536 | $0 | $0 |
| ENTRANCE SIGN IN LOBBY | 2018-12-17 | $5,360 | $1,072 | SL | 10.000000000000 | $536 | $0 | $0 |
| DRY ERASE BOARD FOR BOARD ROOM | 2019-03-05 | $2,522 | $462 | SL | 10.000000000000 | $252 | $0 | $0 |
| DELL PC FTMJDA1 - INTERN | 2014-02-09 | $2,196 | $2,196 | SL | 3.000000000000 | $0 | $0 | $0 |
| DELL PC WRFLITPC40 G01MDZ1 INTERN | 2014-02-09 | $2,196 | $2,196 | SL | 3.000000000000 | $0 | $0 | $0 |
| IMAC DESKTOP - PBC | 2015-06-01 | $2,214 | $2,214 | SL | 3.000000000000 | $0 | $0 | $0 |
| MAC MINI SERVER | 2015-08-14 | $1,633 | $1,633 | SL | 3.000000000000 | $0 | $0 | $0 |
| MACBOOK AIR FOR SCM PROG DIMENSION | 2016-08-15 | $1,780 | $1,780 | SL | 3.000000000000 | $0 | $0 | $0 |
| THUNDERBOLT DISPLAY - CA PROG DIMENSION | 2016-08-22 | $1,394 | $1,394 | SL | 3.000000000000 | $0 | $0 | $0 |
| MACBOOK PRO - AD SIILL USING WFH | 2016-09-30 | $2,931 | $2,931 | SL | 3.000000000000 | $0 | $0 | $0 |
| WIRELESS ROUTER UPGRADES | 2016-12-04 | $4,650 | $4,650 | SL | 3.000000000000 | $0 | $0 | $0 |
| NEW IMAC FOR RM | 2017-04-06 | $2,151 | $2,151 | SL | 3.000000000000 | $0 | $0 | $0 |
| NEW IMAC FOR MM - NOW ANNA OFFSITE | 2017-04-06 | $1,536 | $1,536 | SL | 3.000000000000 | $0 | $0 | $0 |
| NEW MACBOOK AIR FOR MM - NOW CC OR AC? | 2017-12-13 | $1,639 | $1,639 | SL | 3.000000000000 | $0 | $0 | $0 |
| NEW FRONT DESK IMAC | 2017-12-19 | $1,668 | $1,668 | SL | 3.000000000000 | $0 | $0 | $0 |
| CONFERENCE ROOM PHONE | 2018-02-21 | $6,061 | $5,724 | SL | 3.000000000000 | $337 | $0 | $0 |
| NEW IMAC FOR SHH PROG DIMENSION | 2019-04-04 | $2,214 | $1,291 | SL | 3.000000000000 | $738 | $0 | $0 |
| SYNOLOGY DISK STATION /DRIVES FOR BACKUP | 2019-12-01 | $1,405 | $523 | SL | 3.000000000000 | $459 | $0 | $0 |
| NEW MACBOOK PRO - AMD | 2020-03-31 | $2,517 | $629 | SL | 3.000000000000 | $839 | $0 | $0 |
| IMAC FOR MLN - LEADERSHIP OFFICER | 2020-03-31 | $1,702 | $425 | SL | 3.000000000000 | $567 | $0 | $0 |
| MACBOOK AIR - CA - CIO | 2020-03-31 | $1,985 | $496 | SL | 3.000000000000 | $662 | $0 | $0 |
| MACBOOK AIR - RGM - CSO | 2020-03-31 | $1,985 | $496 | SL | 3.000000000000 | $662 | $0 | $0 |
| NEW MACBOOK AIR - MLN - LO | 2020-03-31 | $1,985 | $496 | SL | 3.000000000000 | $662 | $0 | $0 |
| NEW MACBOOK AIR - DL EO | 2020-03-31 | $1,985 | $496 | SL | 3.000000000000 | $662 | $0 | $0 |
| IPAD PRO - SHH EO | 2020-03-31 | $1,568 | $392 | SL | 3.000000000000 | $523 | $0 | $0 |
| IMAC DESKTOP - AMD | 2020-05-15 | $2,712 | $603 | SL | 3.000000000000 | $904 | $0 | $0 |
| MACBOOK AIR - SWS | 2020-05-15 | $1,921 | $427 | SL | 3.000000000000 | $640 | $0 | $0 |
| MACBOOK AIR - AC | 2020-05-15 | $1,921 | $427 | SL | 3.000000000000 | $640 | $0 | $0 |
| DELL LATITUDE LAPTOP - KW | 2020-11-20 | $2,457 | $68 | SL | 3.000000000000 | $819 | $0 | $0 |
| NEW MACBOOK AIR - MD | 2021-04-15 | $1,268 | SL | 3.000000000000 | $317 | $0 | $0 | |
| NEW MACBOOK AIR - DJL | 2021-04-15 | $1,268 | SL | 3.000000000000 | $246 | $0 | $0 | |
| NEW MACBOOK AIR - SCM | 2021-04-15 | $1,268 | SL | 3.000000000000 | $246 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| DEREK LEWIS FOUNDATION | |||||||||
| 6209 W 12TH STREET | LITTLE ROCK | AR | 72204 | 2021-09-03 | $150,000 | TO DEEPEN THE EQUITY INFRASTRUCTURE IN ARKANSAS THROUGH THE ARKNSAS BLACK PHILANTHROPY COLLABORATIVE. | $14,894 | 2022-01-31 | THE GRANTEE HAS SUBMITTED DETAILED SUPPORTING DOCUMENTATION FOR THE USE OF THE FUNDS. THE WINTHROP ROCKEFELLER FOUNDATION DEEMED FURTHER VERIFICATION OF THE GRANTEE'S REPORT UNNECESSARY. |
| ARKANSAS JUDICIAL COUNCIL INC | |||||||||
| 625 MARSHALL STREET | LITTLE ROCK | AR | 72201 | 2021-07-16 | $20,000 | TO SUPPORT ORGANIZED CONVENINGS FOR STATE JUDGES TO ENGAGE IMPACTED COMMUNITY MEMBERS AND EXPLORE THE NATURE AND ELEMENTS OF SYSTEMIC BIAS PRESENT WITHIN THE ARKANSAS JUSTICE SYSTEM. | $16,391 | 2022-08-10 | THE GRANTEE HAS SUBMITTED DETAILED SUPPORTING DOCUMENTATION FOR THE USE OF THE FUNDS. THE WINTHROP ROCKEFELLER FOUNDATION DEEMED FURTHER VERIFICATION OF THE GRANTEE'S REPORT UNNECESSARY. |
| ARKANSAS COALITION OF MARSHALLESE INC | |||||||||
| 614 EAST EMMA AVENUE | SPRINGDALE | AR | 72764 | 2021-07-01 | $15,000 | TO SUPPORT ARKANSAS COALITION OF MARSHALLESE, INC. WITH THE IMPLEMENTATION OF THE ARKANSAS COALITION OF MARSHALLESE AND REIMAGINE ARKANSAS PROPOSE DIGITAL ADVOCACY PRE-CAMPAIGN FOR MARSHALLESE ELIGIBILITY OF SNAP BENEFITS. | $15,000 | 2022-11-03 | THE GRANTEE HAS SUBMITTED DETAILED SUPPORTING DOCUMENTATION FOR THE USE OF THE FUNDS. THE WINTHROP ROCKEFELLER FOUNDATION DEEMED FURTHER VERIFICATION OF THE GRANTEE'S REPORT UNNECESSARY. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRECKINRIDGE CAPITAL FIXED INCOME | $10,096,944 | $10,096,944 |
| PALMER SQUARE | $2,502,843 | $2,502,843 |
| NORTHERN TRUST BARCLAYS AGG BOND FUND | $6,073,299 | $6,073,299 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETOS CAPITAL | $2,500,000 | $2,500,000 |
| ARIEL INT'L FUND EQUITY | $10,624,967 | $10,624,967 |
| AVANATH AFFORDABLE HOUSING FUND IV | $661,361 | $661,361 |
| BAIN CAPITAL DOUBLE IMPACT PRIVATE PARTNERSHIP | $1,846,042 | $1,846,042 |
| BASE10 ADVANCEMENT | $750,404 | $750,404 |
| BLACKROCK ISHARES FUND EQUITY | $3,740,555 | $3,740,555 |
| BRONZE VENTURES II | $288,000 | $288,000 |
| BROWN SUSTAINABLE GROWTH EQUITY | $9,300,956 | $9,300,956 |
| CIM ENTERPRISE LOAN FUND | $3,838,829 | $3,838,829 |
| COATUE | $3,196,883 | $3,196,883 |
| DIAMOND STATE VENTURES III | $856,022 | $856,022 |
| ELEVAR EQUITY IV | $2,525,202 | $2,525,202 |
| ELIZABETH PARK CAPITAL OFFSHORE | $2,836,199 | $2,836,199 |
| FARALLON F5 FUND | $1,629,733 | $1,629,733 |
| GQG INT'L FUND EQUITY | $12,205,271 | $12,205,271 |
| HOLLIS PARK ALPHA FUND | $1,522,448 | $1,522,448 |
| ILLUMEN CAPITAL | $1,111,119 | $1,111,119 |
| ILLUMEN II | $138,758 | $138,758 |
| IMPACT AMERICA | $780,440 | $780,440 |
| KABOUTER INT'L OPP OFFSHORE FUND EQUITY | $4,537,690 | $4,537,690 |
| KAPOR CAPITAL | $195,000 | $195,000 |
| LAKEWOOD | $2,190,357 | $2,190,357 |
| LONG POND OFFSHORE FUND EQUITY | $2,871,486 | $2,871,486 |
| MAJ INVEST GLOBAL EQUITY | $8,667,708 | $8,667,708 |
| MATERIAL IMPACT | $1,664,359 | $1,664,359 |
| MATERIAL IMPACT II | $159,963 | $159,963 |
| NETWYN | $2,556,204 | $2,556,204 |
| NTAM R1000 VALUE FUND EQUITY | $8,694,844 | $8,694,844 |
| NTGI RUSSELL 1000 GROWTH EQUITY | $9,795,740 | $9,795,740 |
| OAKVIEW | $8,033,611 | $8,033,611 |
| OWL VENTURES II - PRIVATE PARTNERSHIP | $1,476,504 | $1,476,504 |
| OWNERSHIP CAPITAL FUND EQUITY | $8,293,182 | $8,293,182 |
| PRESERVER PARTNERS | $2,380,265 | $2,380,265 |
| RETHINK IMPACT FUND II | $328,949 | $328,949 |
| SEAE VENTURES | $714,370 | $714,370 |
| SENTINEL DOME | $2,638,469 | $2,638,469 |
| SJF VENTURES IV PRIVATE PARTNERSHIP | $2,314,934 | $2,314,934 |
| SJF VENTURES V | $239,378 | $239,378 |
| STEWART GLOBAL EMERGING MARKETS FUND EQUITY | $5,963,338 | $5,963,338 |
| TWO SIGMA ABSOLUTE RETURN FUND | $2,053,056 | $2,053,056 |
| VARADERO | $2,076,462 | $2,076,462 |
| VISTA FOUNDATION FUND IV | $748,043 | $748,043 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (194 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFF 216 31" FIREPROOF FILE DRAWER | $1,670 | $1,670 | $0 | $0 |
| SHARP MX 4101 COPIER | $10,393 | $10,393 | $0 | $0 |
| RECEPTION QUOIN SIDE CHAIRS | $1,600 | $1,600 | $0 | $0 |
| RECEPTION QUOIN SIDE CHAIRS | $1,600 | $1,600 | $0 | $0 |
| RECEPTION SIDE TABLE | $597 | $597 | $0 | $0 |
| RECEPTION SIDE TABLE | $597 | $597 | $0 | $0 |
| RECEPTION COFFEE TABLE | $732 | $732 | $0 | $0 |
| RECEPTION OCCASIONAL TABLE UNDER TV | $596 | $596 | $0 | $0 |
| RECEPTION SOFA | $2,742 | $2,742 | $0 | $0 |
| RECEPTION KATHRYN GUEST CHAIR | $749 | $749 | $0 | $0 |
| RECEPTION KATHRYN GUEST CHAIR | $749 | $749 | $0 | $0 |
| RECEPTION OVERHEAD CABINET | $2,379 | $2,379 | $0 | $0 |
| RECEPTION LATERAL FILES & MODULAR TOP | $824 | $824 | $0 | $0 |
| RECEPTION LATERAL FILES & MODULAR TOP | $281 | $281 | $0 | $0 |
| RECEPTION DESK | $2,563 | $2,563 | $0 | $0 |
| HALLWAY MODULAR MOBILE OTTOMAN | $1,963 | $1,963 | $0 | $0 |
| BREAKROOM 4 TALL STOOLS | $1,046 | $1,046 | $0 | $0 |
| BREAKROOM 2 TABLES | $916 | $916 | $0 | $0 |
| BREAKROOM CATERING CART | $611 | $611 | $0 | $0 |
| 2 DRAWER LATERALS WITH COMMON TOP | $2,465 | $2,465 | $0 | $0 |
| OFF 205 COMBINATION CABINET | $979 | $979 | $0 | $0 |
| OFF 205 OVERHEAD STORAGE UNIT | $1,617 | $1,617 | $0 | $0 |
| OFF 205 CREDENZA & DESK UNIT | $2,338 | $2,338 | $0 | $0 |
| OFF 205 SIDE CHAIRS | $709 | $709 | $0 | $0 |
| OFF 206 CREDENZA & DESK UNIT | $2,247 | $2,247 | $0 | $0 |
| OFF 206 DOUBLE CREDENZA UNIT | $1,286 | $1,286 | $0 | $0 |
| OFF 206 DOUBLE OVERHEAD UNTI | $1,618 | $1,618 | $0 | $0 |
| OFF 206 OVERHEAD STORAGE UNIT | $1,617 | $1,617 | $0 | $0 |
| OFF 207 2 SIDE CHAIRS | $709 | $709 | $0 | $0 |
| OFF 207 DOUBLE OVERHEAD UNTI | $1,617 | $1,617 | $0 | $0 |
| OFF 207 CREDENZA & DESK UNIT | $2,643 | $2,643 | $0 | $0 |
| OFF 207 2 DRAWER CREDENZA | $643 | $643 | $0 | $0 |
| OFF 209 5 SIDE CHAIRS | $1,772 | $1,772 | $0 | $0 |
| OFF 209 CREDENZA & DESK UNIT | $2,671 | $2,671 | $0 | $0 |
| OFF 209 2 DRAWER CREDENZA | $643 | $643 | $0 | $0 |
| OFF 209 OVERHEAD STORAGE UNIT | $1,617 | $1,617 | $0 | $0 |
| OFF 210 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 210 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 210 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 210 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 218 DESK P-TOP | $695 | $695 | $0 | $0 |
| OFF 218 DESK BRIDGE | $433 | $433 | $0 | $0 |
| OFF 218 CREDENZA COMBO FILE | $718 | $718 | $0 | $0 |
| OFF 210 BOOKCASE | $402 | $402 | $0 | $0 |
| OFF 210 OVERHEAD STORAGE UNIT | $1,567 | $1,567 | $0 | $0 |
| OFF 210 SMALL MEETING TABLE | $286 | $286 | $0 | $0 |
| OFF 209 SMALL MEETING TABLE | $286 | $286 | $0 | $0 |
| 211 TEAM ROOM EASEL (ROLLING) | $584 | $584 | $0 | $0 |
| OFF 212 CREDENZA & DESK UNIT | $2,319 | $2,319 | $0 | $0 |
| OFF 212 CREDENZAS (2 2DRAWER W/ COMMON TOP) | $1,643 | $1,643 | $0 | $0 |
| OFF 212 COMBINATION CABINET | $1,038 | $1,038 | $0 | $0 |
| OFF 212 OVERHEAD STORAGE UNIT | $1,617 | $1,617 | $0 | $0 |
| OFF 212 SIDE CHAIR | $354 | $354 | $0 | $0 |
| OFF 213 ALINA LOUNGE CHAIRS (2) | $3,146 | $3,146 | $0 | $0 |
| OFF 213 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 213 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 213 SIDE CHAIRS | $354 | $354 | $0 | $0 |
| OFF 213 OVERHEAD UNIT 60" | $834 | $834 | $0 | $0 |
| OFF 213 CREDENZA & DESK | $2,296 | $2,296 | $0 | $0 |
| OFF 213 CREDENZAS (2DRAWER) & TOP | $1,713 | $1,713 | $0 | $0 |
| OFF 214 SIDE CHAIR | $354 | $354 | $0 | $0 |
| OFF 214 BOX FILE & DESK | $1,980 | $1,980 | $0 | $0 |
| OFF 214 OVERHEAD UNITS | $1,617 | $1,617 | $0 | $0 |
| OFF 214 3 DRAWER FILES WITH COMMON TOP | $2,160 | $2,160 | $0 | $0 |
| OFF 215 SIDE CHAIRS (5) | $1,772 | $1,772 | $0 | $0 |
| OFF 215 COMBO BOX FILE & DESK | $2,226 | $2,226 | $0 | $0 |
| OFF 215 CREDENZAS & COMMON TOP | $1,713 | $1,713 | $0 | $0 |
| OFF 215 OVERHEAD UNIT | $1,707 | $1,707 | $0 | $0 |
| OFF 215 SMALL MEETING TABLE | $286 | $286 | $0 | $0 |
| OFF 213 SMALL MEETING TABLE | $286 | $286 | $0 | $0 |
| OFF 216 HIGH BACK CHAIR | $486 | $486 | $0 | $0 |
| OFF 216 WALL STORAGE & FILES WITH COMMON TOP | $2,919 | $2,919 | $0 | $0 |
| OFF 216 CENTER LATERAL FILES WITH COMMON TOP | $2,441 | $2,441 | $0 | $0 |
| OFF 218 LIBRARY SIDE CHAIRS (6) | $2,126 | $2,126 | $0 | $0 |
| OFF 218 LIBRARY BOOKCASES (2) | $664 | $664 | $0 | $0 |
| 217 EXECUTIVE HALLWAY TABLE | $408 | $408 | $0 | $0 |
| 217 EH TABLET CHAIRS - BLUE FABRIC | $3,142 | $3,142 | $0 | $0 |
| 217 EH TABLET CHAIRS - BROWN PATTERN | $4,117 | $4,117 | $0 | $0 |
| 211 TEAM RM JENNY TABLET CHAIRS - SAND FABRIC | $1,418 | $1,418 | $0 | $0 |
| PROG HALL TABLET CHAIRS - BROWN PATTERN FABRIC | $4,117 | $4,117 | $0 | $0 |
| OFFICE SIDE CHAIR | $407 | $407 | $0 | $0 |
| INNER PLAN FINAL PAYMENT | $990 | $990 | $0 | $0 |
| ART WORK FOR OFFICES | $11,700 | $11,700 | $0 | $0 |
| RECEPTION DESK ADDITIONS | $4,250 | $4,250 | $0 | $0 |
| NEW OFFICE FURNITURE: DESK | $3,137 | $3,137 | $0 | $0 |
| COMBINATION CABINET | $1,606 | $991 | $615 | $615 |
| CREDENZA P-TOP | $894 | $551 | $343 | $343 |
| CREDENZA BRIDGE | $463 | $285 | $178 | $178 |
| CREDENZA DESK | $978 | $603 | $375 | $375 |
| CREDENZA FILE | $1,002 | $618 | $384 | $384 |
| OVER HEAD CABINET | $2,572 | $1,586 | $986 | $986 |
| FRAMING / ARTWORK (HUNG 10/28) | $2,646 | $1,632 | $1,014 | $1,014 |
| CREDENZA FILE | $470 | $266 | $204 | $204 |
| CREDENZA L-TOP | $1,737 | $985 | $752 | $752 |
| CREDENZA DESK | $910 | $516 | $394 | $394 |
| CREDENZA 2 DRAWER FILE | $1,080 | $612 | $468 | $468 |
| CREDENZA 2 DRAWER FILE | $470 | $266 | $204 | $204 |
| CREDENZA DESK | $1,039 | $589 | $450 | $450 |
| CREDENZA L-TOP | $1,737 | $985 | $752 | $752 |
| CREDENZA 2 DRAWER FILE | $1,080 | $612 | $468 | $468 |
| NEW DESK CHAIRS - NEW OFFICE | $886 | $495 | $391 | $391 |
| NEW DESK CHAIRS - NEW OFFICE | $886 | $495 | $391 | $391 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| OLOGY INTERN DESK | $1,178 | $354 | $824 | $824 |
| OLOGY INTERN DESK | $1,178 | $354 | $824 | $824 |
| INTERN CABINET W/ COAT CLOSET | $1,706 | $512 | $1,194 | $1,194 |
| INTERN CABINET W/ COAT CLOSET | $1,706 | $512 | $1,194 | $1,194 |
| "ELEVEN" WHITE TRAPEZOID TABLE | $4,431 | $1,329 | $3,102 | $3,102 |
| COACT CORNER CURVED BENCH | $2,484 | $745 | $1,739 | $1,739 |
| COACT SOFA | $2,844 | $853 | $1,991 | $1,991 |
| COACT LOUNGE CHAIR | $1,376 | $413 | $963 | $963 |
| COACT LOVESEAT | $2,141 | $642 | $1,499 | $1,499 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| MASSUAD GREY CHAIR | $1,307 | $392 | $915 | $915 |
| AKIRA BOARD ROOM TABLE | $1,843 | $553 | $1,290 | $1,290 |
| AKIRA BOARD ROOM TABLE | $1,843 | $553 | $1,290 | $1,290 |
| AKIRA BOARD ROOM TABLE | $1,843 | $553 | $1,290 | $1,290 |
| AKIRA BOARD ROOM TABLE | $1,843 | $553 | $1,290 | $1,290 |
| AKIRA BOARD ROOM TABLE | $1,843 | $553 | $1,290 | $1,290 |
| AKIRA BOARD ROOM TABLE | $1,843 | $553 | $1,290 | $1,290 |
| STEELCASE THREAD PRODUCT (ELECTRICAL) | $4,683 | $1,405 | $3,278 | $3,278 |
| INDIE SOFA & POUF | $4,933 | $1,480 | $3,453 | $3,453 |
| BRODY WORKING LOUNGE YELLOW CHAIR & POUF | $1,942 | $582 | $1,360 | $1,360 |
| REFRIGERATOR (PAID FOR IN FEB) | $1,753 | $526 | $1,227 | $1,227 |
| NEW AUDIO VIDEO EQUIPMENT | $27,928 | $8,379 | $19,549 | $19,549 |
| CREDENZA | $2,565 | $748 | $1,817 | $1,817 |
| RECYCLE/TRASH BINS FOR KITCHEN | $1,681 | $476 | $1,205 | $1,205 |
| FEATURE WALL | $5,844 | $5,844 | $0 | $0 |
| SOUND MASKING SYSTEM | $6,798 | $6,798 | $0 | $0 |
| DRAPER SHADES | $18,679 | $18,679 | $0 | $0 |
| PAYMENTS TO BALDWIN SHELL** | $66,804 | $66,804 | $0 | $0 |
| PAYMENTS TO BALDWIN SHELL** | $22,334 | $22,334 | $0 | $0 |
| EVIRONMANICS GLASS WALLS | $27,098 | $8,130 | $18,968 | $18,968 |
| PAYMENTS TO BS AND TO IN FEBRUARY 2019 | $157,155 | $47,147 | $110,008 | $110,008 |
| NEW FEATURE WALL | $5,360 | $1,608 | $3,752 | $3,752 |
| ENTRANCE SIGN IN LOBBY | $5,360 | $1,608 | $3,752 | $3,752 |
| DRY ERASE BOARD FOR BOARD ROOM | $2,522 | $714 | $1,808 | $1,808 |
| DELL PC FTMJDA1 - INTERN | $2,196 | $2,196 | $0 | $0 |
| DELL PC WRFLITPC40 G01MDZ1 INTERN | $2,196 | $2,196 | $0 | $0 |
| IMAC DESKTOP - PBC | $2,214 | $2,214 | $0 | $0 |
| MAC MINI SERVER | $1,633 | $1,633 | $0 | $0 |
| MACBOOK AIR FOR SCM PROG DIMENSION | $1,780 | $1,780 | $0 | $0 |
| THUNDERBOLT DISPLAY - CA PROG DIMENSION | $1,394 | $1,394 | $0 | $0 |
| MACBOOK PRO - AD SIILL USING WFH | $2,931 | $2,931 | $0 | $0 |
| WIRELESS ROUTER UPGRADES | $4,650 | $4,650 | $0 | $0 |
| NEW IMAC FOR RM | $2,151 | $2,151 | $0 | $0 |
| NEW IMAC FOR MM - NOW ANNA OFFSITE | $1,536 | $1,536 | $0 | $0 |
| NEW MACBOOK AIR FOR MM - NOW CC OR AC? | $1,639 | $1,639 | $0 | $0 |
| NEW FRONT DESK IMAC | $1,668 | $1,668 | $0 | $0 |
| CONFERENCE ROOM PHONE | $6,061 | $6,061 | $0 | $0 |
| NEW IMAC FOR SHH PROG DIMENSION | $2,214 | $2,029 | $185 | $185 |
| SYNOLOGY DISK STATION /DRIVES FOR BACKUP | $1,405 | $982 | $423 | $423 |
| NEW MACBOOK PRO - AMD | $2,517 | $1,468 | $1,049 | $1,049 |
| IMAC FOR MLN - LEADERSHIP OFFICER | $1,702 | $992 | $710 | $710 |
| MACBOOK AIR - CA - CIO | $1,985 | $1,158 | $827 | $827 |
| MACBOOK AIR - RGM - CSO | $1,985 | $1,158 | $827 | $827 |
| NEW MACBOOK AIR - MLN - LO | $1,985 | $1,158 | $827 | $827 |
| NEW MACBOOK AIR - DL EO | $1,985 | $1,158 | $827 | $827 |
| IPAD PRO - SHH EO | $1,568 | $915 | $653 | $653 |
| IMAC DESKTOP - AMD | $2,712 | $1,507 | $1,205 | $1,205 |
| MACBOOK AIR - SWS | $1,921 | $1,067 | $854 | $854 |
| DELL LATITUDE LAPTOP - KW | $2,457 | $887 | $1,570 | $1,570 |
| NEW MACBOOK AIR - MD | $1,268 | $317 | $951 | $951 |
| NEW MACBOOK AIR - DJL | $1,268 | $246 | $1,022 | $1,022 |
| NEW MACBOOK AIR - SCM | $1,268 | $246 | $1,022 | $1,022 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $6,415 | LegalFeesAmt |
| Net Investment Income | $1,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,777 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $7,763,647 | $7,756,836 | $7,756,836 |
| ACCRUED INTEREST RECEIVABLE | $90,769 | $105,569 | $105,569 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $71 | $0 | $0 | $71 |
| INSURANCE | $18,804 | $0 | $0 | $18,804 |
| POSTAGE | $624 | $0 | $0 | $624 |
| DUES & SUBSCRIPTIONS | $63,165 | $5,000 | $0 | $58,165 |
| OFFICE EXPENSES | $33,862 | $0 | $0 | $33,862 |
| PROGRAM EXPENSES | $226,288 | $0 | $0 | $226,288 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $0 | $20,272 |
| MEETINGS AND CONVENTIONS | $288,697 | $0 | $0 | $288,697 |
| PROFESSIONAL DEVELOPMENT | $35,425 | $0 | $0 | $35,425 |
| TECHNOLOGY | $94,035 | $0 | $0 | $94,035 |
| TRUSTEE OPERATIONS EXPENSE | $2,363 | $0 | $0 | $2,363 |
| BOARD COMITTEE SUPPORT | $15,000 | $0 | $0 | $15,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRI INTEREST INCOME | $11,411 | $11,411 | $0 |
| PRI DIVIDEND INCOME | $92,139 | $92,139 | $0 |
| OTHER INCOME - CCM | $0 | $1,332 | $0 |
| OTHER INCOME - NT BOND INDEX | $0 | -$1,237 | $0 |
| OTHER INCOME - RUSSELL 1000 GROWTH | $0 | $1,438 | $0 |
| OTHER INCOME - RUSSELL 1000 VALUE | $0 | $1,205 | $0 |
| OTHER INCOME - PASSTHROUGH | $0 | -$1,100,734 | $0 |
| OTHER INCOME - BROWN | $0 | $1,775 | $0 |
| OTHER INCOME - BRECKINRIDGE | $0 | -$4,851 | $0 |
| OTHER INCOME - NORTHERN TRUST | $0 | -$2,252 | $0 |
| OTHER INCOME - OAKVIEW | $0 | -$98,368 | $0 |
| MISCELLANEOUS INCOME | -$136 | -$136 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) ON INVESTMENTS | Desc |
| Amt | $8,174,785 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CUSTODIAL BANK FEES | $125,800 | $92,984 | $0 | $0 |
| INVESTMENT OVERSIGHT | $304,967 | $374,054 | $0 | $0 |
| NT INVESTMENT MANAGEMENT FEES | $16,374 | $16,796 | $0 | $0 |
| BRECKINRIDGE INVESTMENT MANAGEMENT FEES | $7,108 | $6,472 | $0 | $0 |
| OAKVIEW MANAGEMENT FEES | $194,629 | $98,368 | $0 | $0 |
| STEWART GEM FEES | $115,715 | $115,715 | $0 | $0 |
| INVESTMENT EXPENSES ALLOCATION | $144,904 | $144,904 | $0 | $0 |
| OTHER CONSULTING FEES | $478,442 | $0 | $0 | $478,442 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $0 | $119,584 | $0 | $0 |
| EXCISE TAXES | $158,717 | $0 | $0 | $0 |