FUND FOR NONVIOLENCE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FUND FOR NONVIOLENCE (EIN 77-0457185)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349106922
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:10:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770457185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fund for Nonviolence | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Fund for Nonviolence | InCareOfNm |
| Business Name Control | FUND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 Empire Grade | AddressLine1Txt |
| City | Santa Cruz | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY FAIRBANKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Betsy | PersonFirstNm |
| Person Last | Fairbanks | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,940,784 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,947,946 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,143 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,275 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,275 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,275 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$145,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,959,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,285 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,854,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $503,228 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,925 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $430,303 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,653 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,665 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,988 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,273 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,861 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $51,412 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $121,410 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $121,410 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $162,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $138,464 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,106 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $6,843 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,526 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,317 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,030 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,814 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $59 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $59 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,592 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,044,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $747,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,439,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,142,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,414,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,309,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,210,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,210,544 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,621 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,621 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,621 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $238,888 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $438,496 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $427,867 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,134,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,188,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,365,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $350,317 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $405,317 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $404,140 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,528,654 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $4,330,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,528,654 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,528,654 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $294 | OtherAssetsBOYAmt |
| Total Assets BOY | $7,363,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,774,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,940,784 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,350 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $3,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,360,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,774,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,360,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,774,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,363,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,774,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,360,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,414,697 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,774,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,774,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $334,850 | $150,659 | $184,191 | $184,191 | |||
| CONDO-440 CESANO CT #201 PALO ALTO, CA | $1,170,000 | $1,450,024 | -$280,024 | -$280,024 | D | 2020-01-24 | 2021-02-24 |
| RESIDENCE 51370 PARTINGTON RIDGE,BIG SUR, CA | $1,455,000 | $1,504,199 | -$49,199 | -$49,199 | D | 2020-01-24 | 2021-03-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$145,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,800 | OverpaymentAmt |
| Applied To ES Tax | $1,800 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://fundfornonviolence.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fund for Nonviolence | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 Empire Grade | AddressLine1Txt |
| City | Santa Cruz | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Mona A Cadena | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Dir | 1.0 | $0 | $0 | $0 |
| Patricia Clark | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Dir | 40.0 | $211,530 | $6,486 | $0 |
| Betsy Fairbanks | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Pres, Dir | 40.0 | $291,698 | $18,004 | $0 |
| Megan Kennedy-Choane | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Dir | 1.0 | $0 | $0 | $0 |
| Raquiba Labrie | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Dir, Chair | 1.0 | $0 | $0 | $0 |
| Carol Malnick | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Lynda Marin | ||||||||
| 2519 Empire Grade | Santa Cruz | CA | 95060 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Public Equity Group | |||||
| 400 Jay Street 103 | Brooklyn | NY | 11201 | Philanthropic | $117,000 |
| CRIST BIORN SHEPHERD ROSKOPH APC | |||||
| 2479 East Bayshore Road Suite 155 | Palo Alto | CA | 94303 | LEGAL | $90,451 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $57,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,025,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,048,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,964,601 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,037,998 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,037,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,842,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $642,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $642,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $642,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $642,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $642,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,142,936 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,142,936 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,121 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $878,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,217,289 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,645,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,772,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,118,076 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,631,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,142,936 | QualifyingDistributionsAmt |
| Applied To Current Year | $642,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,500,815 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,132,297 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $878,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,254,279 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,217,289 | ExcessFromYear4Amt |
| Excess From Year3 | $1,645,813 | ExcessFromYear3Amt |
| Excess From Year2 | $1,772,286 | ExcessFromYear2Amt |
| Excess From Year1 | $3,118,076 | ExcessFromYear1Amt |
| Excess From Current Year | $3,500,815 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW WAY OF LIFE REENTRY PROJECT | |||||||
| 9512 S CENTRAL AVE | LOS ANGELES | CA | 90002 | N/A | PC | All of Us or None-Southern California | $20,000 |
| ADVANCING REAL CHANGE INC | |||||||
| 309 N CHARLES ST 3RD FL | BALTIMORE | MD | 21201 | N/A | PC | Florida Expansion | $110,000 |
| AMALGAMATED CHARITABLE FOUNDATION INC | |||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | The Emergent Fund for a Rapid Response | $25,000 |
| ATLANTIC CENTER FOR CAPITAL REPRESENTATION INC | |||||||
| 30 S 17TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | General Support | $50,000 |
| BELOVED COMMUNITY CENTER OF GREENSBORO INC | |||||||
| PO BOX 875 | GREENSBORO | NC | 27402 | N/A | PC | North Carolina Truth and Reconciliation Project | $25,000 |
| CATHOLIC MOBILIZING NETWORK | |||||||
| 415 MICHIGAN AVE NE STE 210 | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $30,000 |
| CENTER FOR DEATH PENALTY LITIGATION | |||||||
| 123 W MAIN ST STE 700 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $115,000 |
| CENTER FOR DEATH PENALTY LITIGATION | |||||||
| 123 W MAIN ST STE 700 | DURHAM | NC | 27701 | N/A | PC | 8th Amendment Project for death penalty work in VA | $25,000 |
| CENTER FOR DEATH PENALTY LITIGATION | |||||||
| 123 W MAIN ST STE 700 | DURHAM | NC | 27701 | N/A | PC | 8th Amendment Project | $250,000 |
| COMMON COUNSEL FOUNDATION | |||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | N/A | PC | The Electoral Justice Voter Fund | $20,000 |
| COMMONWEALTH FOUNDATION INC | |||||||
| 1442 A WALNUT ST NO 42 | BERKELEY | CA | 94709 | N/A | PC | Veterans Organizing Institute | $20,000 |
| CONGREGATIONS ORGANIZED FOR PROPHETIC ENGAGEMENT | |||||||
| 1505 W HIGHLAND AVE STE 1 | SAN BERNADINO | CA | 92411 | N/A | PC | Rethink Public Safety Initiative | $20,000 |
| DEATH PENALTY ALTERNATIVES FOR ARIZONA INC | |||||||
| 3995 N 7TH ST UNIT 33126 | PHOENIX | AZ | 85067 | N/A | PC | General & Unrestricted | $60,000 |
| DEATH PENALTY INFORMATION CENTER | |||||||
| 1701 K STREET NW SUITE 205 | WASHINGTON | DC | 20006 | N/A | POF | Expenditure Responsibility Grant | $20,000 |
| DEATH PENALTY INFORMATION CENTER | |||||||
| 1701 K ST NW SUITE 205 | WASHINGTON | DC | 20006 | N/A | POF | Expenditure Responsibility Grant - Racial Justice Project | $125,000 |
| ELLA BAKER CENTER FOR HUMAN RIGHTS IN CALIFORNIA | |||||||
| 1419 34TH AVE STE 202 | OAKLAND | CA | 94601 | N/A | PC | General & Unrestricted | $20,000 |
| EQUAL JUSTICE USA INC | |||||||
| 44 COURT ST STE 1217 | BROOKLYN | NY | 11201 | N/A | PC | Death Penalty Program | $410,000 |
| EQUAL JUSTICE USA INC | |||||||
| 44 COURT ST STE 1217 | BROOKLYN | NY | 11201 | N/A | PC | Breaking Cycles of Trauma | $90,000 |
| ESSIE JUSTICE GROUP | |||||||
| 1700 BROADWAY STE 200 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $20,000 |
| FLORIDA CENTER FOR FISCAL AND ECONOMIC POLICY INC | |||||||
| 579 E CALL ST | TALLAHASSEE | FL | 32301 | N/A | PC | Floridians for Alternatives to the Death Penalty | $35,000 |
| FP YOUTHOUTCRY FOUNDATION | |||||||
| 135 PRINCE ST LOWER LEVEL | NEWARK | NJ | 07103 | N/A | PC | General & Unrestricted | $25,000 |
| GEORGIANS FOR ALTERNATIVES TO THE DEATH PENALTY | |||||||
| PO BOX 42227 | ATLANTA | GA | 30311 | N/A | PC | General & Unrestricted | $60,000 |
| HIGHLANDER RESEARCH & EDUCATION CENTER INC | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PC | Black Organizing for Leadership and Dignity | $20,000 |
| INITIATE JUSTICE | |||||||
| 1035 S GRAND AVE STE 300 | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $20,000 |
| KENTUCKY COALITION TO ABOLISH THE DEATH PENALTY | |||||||
| PO BOX 3092 | LOUISVILLE | KY | 40201 | N/A | PC | General & Unrestricted | $85,000 |
| LIBERTAS INSTITUTE | |||||||
| 2183 W MAIN ST STE A102 | LEHI | UT | 84043 | N/A | PC | To support education efforts in Utah about the problem with the death penalty | $15,000 |
| LIBERTAS INSTITUTE | |||||||
| 2183 W MAIN ST STE A102 | LEHI | UT | 84043 | N/A | PC | To support education efforts in Utah about the problem with the death penalty | $50,000 |
| MIJENTE SUPPORT COMMITTEE | |||||||
| 734 W POLK ST | PHOENIX | AZ | 85007 | N/A | PC | General & Unrestricted | $20,000 |
| MISSOURIANS FOR ALTERNATIVES TO THE DEATH PENALTY | |||||||
| 6320 BROOKESIDE PLZ 185 | KANSAS | MO | 64113 | N/A | PC | General & Unrestricted | $50,000 |
| MOMENTUM COMMUNITY | |||||||
| 300 LONG BEACH BLVD 20069 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $25,000 |
| NATIONAL IRANIAN AMERICAN COUNCIL | |||||||
| PO BOX 65439 | WASHINGTON | DC | 20035 | N/A | PC | Peace and Diplomacy | $20,000 |
| NETWORK ON WOMEN IN PRISON | |||||||
| 4400 MARKET ST | OAKLAND | CA | 94608 | N/A | PC | General & Unrestricted | $25,000 |
| NEVADA COALITION AGAINST THE DEATH PENALTY | |||||||
| PO BOX 5684 | RENO | NV | 89513 | N/A | PC | General & Unrestricted | $65,000 |
| NC COALITION FOR ALTERNATIVES TO THE DEATH PENALTY | |||||||
| 123 W MAIN ST STE 700 | DURHAM | NC | 27701 | N/A | PC | General Support | $50,000 |
| OFICINA LEGAL DEL PUEBLO UNIDO INC | |||||||
| 1405 MONTOPOLIS DR | AUSTIN | TX | 78741 | N/A | PC | Protecting Immigrants at the Texas-Mexico Border | $20,000 |
| OHIOANS TO STOP EXECUTIONS | |||||||
| 9 E LONG ST STE 202 | COLUMBUS | OH | 43215 | N/A | PC | General & Unrestricted | $175,000 |
| PLOUGHSHARES FUND INC | |||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | Women's Initiative | $20,000 |
| POLICYLINK | |||||||
| 1438 WEBSTER ST STE 303 | OAKLAND | CA | 94612 | N/A | PC | Liberation Ventures | $100,000 |
| PROMISE OF JUSTICE INITIATIVE | |||||||
| 1024 ELYSIAN FIELDS AVE | NEW ORLEANS | LA | 70116 | N/A | PC | LA REPEAL | $125,000 |
| SILICON VALLEY DE-BUG | |||||||
| 701 LENZEN AVE | SAN JOSE | CA | 95126 | N/A | PC | Reuniting Families Contra Costa | $20,000 |
| SILICON VALLEY DE-BUG | |||||||
| 701 LENZEN AVE | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $30,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | N/A | PC | Californians United for a Responsible Budget | $25,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | Peoples Hub | $20,000 |
| SOUTHERN CENTER FOR HUMAN RIGHTS | |||||||
| 60 WALTON ST NW | ATLANTA | GA | 30303 | N/A | PC | SCHR 2022 Death Penalty Litigation, Advocacy, and movement building in the deep south | $105,000 |
| TENNESSEANS FOR ALTERNATIVES TO THE DEALTH PENALTY | |||||||
| PO BOX 120552 | NASHVILLE | TN | 37212 | N/A | PC | General & Unrestricted | $75,000 |
| TEXAS COALITION TO ABOLISH THE DEATH PENALTY | |||||||
| PO BOX 82212 | AUSTIN | TX | 78708 | N/A | PC | General & Unrestricted | $50,000 |
| TEXAS DEFENDER SERVICE | |||||||
| 1023 SPRINGDALE ROAD STE 14E | AUSTIN | TX | 78721 | N/A | PC | General Support | $75,000 |
| TEXAS DEFENDER SERVICE | |||||||
| 1023 SPRINGDALE ROAD STE 14E | AUSTIN | TX | 78721 | N/A | PC | Capital Litigation Communications Project | $100,000 |
| THE WATERSHED CENTER INC | |||||||
| 44 KAYE RD | MILLERTON | NY | 12567 | N/A | PC | Dissenters | $10,000 |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | N/A | PC | The Powell Project | $200,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Death Penalty Project | $50,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Smart Justice California | $25,000 |
| WASHITAW FOOTHILLS YOUTH MEDIA ARTS & LITERACY | |||||||
| 2513 MCCAIN BLVD STE 2 221 | N LITTLE ROCK | AR | 72116 | N/A | PC | Noose to Needle Project | $25,000 |
| WIN WITHOUT WAR EDUCATION FUND | |||||||
| 1 THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $40,000 |
| WITNESS TO INNOCENCE | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $60,000 |
| WOMENS FOUNDATION OF CALIFORNIA | |||||||
| 300 FRANK OGAWA PLAZA STE 290 | OAKLAND | CA | 94612 | N/A | PC | Women's Policy Institute-State and local government criminal justice teams | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,395,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,837 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$145,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CREDIT CARD REWARDS PROGRAM | 01 | $650 |
| Federal Tax Refund | 01 | $635 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$93,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$93,492 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Nancy Cronin Trustee | ||||||
| 1 | c/o Nancy Cronin P O Box 117400 | Burlingame | CA | 94011 | $5,936,246 | Yes (X) |
| Tides Foundation | ||||||
| 2 | c/o Tides Foundation 1012 Torney A | San Francisco | CA | 94129 | $11,700 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BLDG IMP - 2519 EM | $78,654 | $0 |
| BLDG - 2519 EMPIRE | $1,450,000 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| Death Penalty Information Center | |||||||||
| 1701 K Street NW Suite 205 | Washington | DC | 20006 | 2021-04-14 | $20,000 | General operating support | NO | Expected in 2022 | None necessary |
| Death Penalty Information Center | |||||||||
| 1701 K Street NW Suite 205 | Washington | DC | 20006 | 2021-12-27 | $125,000 | To support the transformative racial justice storytelling project | NO | Expected in 2022 | None necessary |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUTOMATIC DATA PROCESSING INC | $39,442 | $37,687 |
| CALVERT IMPACT CAPITAL INC MTN | $50,000 | $47,215 |
| CALVERT SOCIAL INVT - 2.500% - | $51,000 | $50,709 |
| CALVERT SOCIAL INVT FND - 1.50 | $50,000 | $50,117 |
| CALVERT SOCIAL INVT FNDTN - 3. | $25,000 | $25,497 |
| CAPITAL IMPACT PARTNERS - 3.35 | $51,400 | $50,037 |
| CAPITAL IMPACT PARTNERS INVT M | $30,000 | $29,812 |
| IBM CORP BOND - 3.375% - 08/01 | $49,845 | $51,956 |
| MICROSOFT CORP - 2.000% - 08/0 | $58,630 | $61,110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEM INC | $15,481 | $60,852 |
| ALPHABET INC CL C | $19,624 | $144,680 |
| AMALGAMATED BK NY | $26,051 | $26,832 |
| APPLE INC | $1,675 | $132,822 |
| AVANGRID INC | $22,460 | $24,940 |
| BANK OF HAWAII CORP | $35,120 | $68,851 |
| CANADIAN NATL RAILWAY CO | $15,701 | $73,716 |
| CERNER CORPORATION | $29,978 | $46,435 |
| CHURCH & DWIGHT | $31,715 | $102,500 |
| CONSOLIDATED EDISON INC | $16,471 | $25,596 |
| COSTCO WHOLESALE CORPORATION | $21,798 | $56,770 |
| CRA QUALIFIED INVESTMENT FD | $231,616 | $225,992 |
| DARLING INGREDIENTS INC | $10,045 | $34,645 |
| EBAY INC | $29,464 | $29,925 |
| ECOLAB INC | $11,166 | $23,459 |
| HANNON ARMSTRONG SUST INFRAST | $11,721 | $10,624 |
| HEALTHPEAK PROPERTIES INC | $27,460 | $36,090 |
| HONDA MOTOR CO LTD | $27,930 | $28,450 |
| ILLINOIS TOOL WORKS | $13,390 | $61,700 |
| INTEL CORP | $32,905 | $82,400 |
| KEYCORP | $21,422 | $23,130 |
| LEMONADE ORD SHS | $24,266 | $10,528 |
| MICROSOFT CORP | $8,333 | $105,268 |
| NETFLIX INC | $2,735 | $11,446 |
| NOVO NORDISK A S | $18,052 | $72,800 |
| PROLOGIS | $21,664 | $56,737 |
| SCH ST US TRSR ETF | $131,558 | $130,023 |
| STARBUCKS CORP COM | $4,354 | $76,031 |
| STRYKER CORPORATION | $16,764 | $26,742 |
| SVB FINANCIAL GROUP | $13,606 | $101,736 |
| SYSCO CORP | $14,035 | $15,710 |
| THERMO FISHER SCIENTIFIC INC | $33,644 | $166,810 |
| VANGUARD INFL-PROTECTED SECS | $146,564 | $156,917 |
| VEEVA SYSTEMS INC | $51,509 | $51,096 |
| VERIZON COMMUNICATIONS | $28,932 | $25,980 |
| VESTAS WIND SYS UNSP/ADR | $5,436 | $12,713 |
| ZOOM VIDEO COMMUNICATIONS INC | $13,453 | $25,012 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $438,496 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $427,867 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLDG IMP - 2519 EM | $78,654 | $78,654 | $78,654 |
| BLDG - 2519 EMPIRE | $1,450,000 | $1,450,000 | $1,450,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,395,000. This amount represents 25% or more of the Foundation's net assets of $8,367,764 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $121,410 | LegalFeesAmt |
| Net Investment Income | $121,410 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $56,953 | $56,953 | |
| Bank Charges | $54 | $48 | |
| DIGITAL SUBSCRIPTION SERVICES | $197 | $197 | |
| EQUIPMENT MAINTENANCE | $1,980 | $1,980 | |
| Foundation Dues & Memberships | $2,465 | $2,465 | |
| Indemnification Insurance | $750 | $750 | |
| LIABILITY INSURANCE | $1,070 | $1,070 | |
| Office Supplies | $1,821 | $1,787 | $34 |
| Postage/Delivery Service | $225 | $225 | |
| Property insurance | $4,032 | $4,032 | |
| Property Maintenance | $9,408 | $9,408 | |
| State or Local Filing Fees | $170 | $170 | |
| Website Hosting/Support | $52 | $52 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $635 | |
| CREDIT CARD REWARDS PROGRAM | $650 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE SERVICES | $1,035 | $1,035 | |
| Investment Management Services | $22,665 | $22,665 | |
| Philanthropic Consulting Srvcs | $136,875 | $136,875 | |
| WEBSITE AND IT SUPPORT | $1,020 | $1,020 | |
| HUMAN RESOURCE CONSULTING | $569 | $569 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Paid | $703 | $703 |
| Property Taxes | $44,403 | $44,403 |