THE LEGAL EDUCATION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE LEGAL EDUCATION FOUNDATION (EIN 98-1129085)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-15
- IRS object ID
- 202223499349100957
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-15T10:59:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 981129085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGAL EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CLARE JOHNS THE FOUNDATION | InCareOfNm |
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 2030055695 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 2 RIVER HOUSE BROADFORD BUS | AddressLine1Txt |
| City | SHALFORD | CityNm |
| Province Or State | SURREY | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8EP | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE JOHNS | PersonNm |
| Person Title | Deputy Chief Exec. | PersonTitleTxt |
| Phone | 2030055695 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLARE | PersonFirstNm |
| Person Last | JOHNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Foreign Organization | Yes (X) | ForeignOrganizationInd |
| Foreign Org Meeting85 Pct Test | Yes (X) | ForeignOrgMeeting85PctTestInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $425,394,893 | 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 | $447,501 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,436 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,899,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $928,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,865,088 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $148,811 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $111,370,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $928,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,346,981 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,333,761 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $424,166 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $431,976 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,963 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,336,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,174,830 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $243,820 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $155,788 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,046 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $37,983 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $32,382 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $164,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,618,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,345,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,392,522 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,392,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,011,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,738,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $97,359,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $632,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,153 | CashBOYAmt |
| Cash EOY | $1,577,613 | CashEOYAmt |
| Cash EOYFMV | $1,577,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,590,873 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,095,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,095,566 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,348,829 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,676,439 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,676,439 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $345,195,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,401,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $370,401,217 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,511,612 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,644,058 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,644,058 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,568 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,568 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $384,680,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $425,394,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $425,394,893 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $707,859 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $911,988 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,313,543 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,285,343 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,997,098 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,850,854 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,018,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,048,185 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $368,472,337 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $407,219,676 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $190,020 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $127,032 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,662,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $407,346,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $384,680,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $425,394,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,662,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $97,359,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$58,674,784 | OtherIncreasesAmt |
| Subtotal | $407,346,708 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $407,346,708 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,142 | SubtotalAmt |
| Tax Based On Investment Income | $37,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $512 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $36,803 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $37,315 | TotalPaymentsAndCreditsAmt |
| Overpayment | $173 | OverpaymentAmt |
| Applied To ES Tax | $173 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THELEGALEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARE JOHNS THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2030055695 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STE 2 RIVER HOUSE BROADFORD B pk | AddressLine1Txt |
| City | SHALFORD | CityNm |
| Province Or State | SURREY | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8EP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Rupert Baron | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| ALISA BEATON | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| GUY BERINGER | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Timothy Dutton | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| ROGER FINBOW | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| JONATHAN FREEMAN | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Vivek Luthra | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Alison Pickup | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Monica Risam | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Rupen Shah | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Hetan Shah | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Paddy Sloan | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | Trustee | 0.0 | $0 | $0 | $0 |
| Alex Temple | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD BUS | SHALFORD | SURREY | UK | GU4 8EP | Trustee | 0.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW SMERDON | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD | SHALFORD | SURREY | UK | GU4 8EP | CHIEF EXECUTIVE | 35.0 | $171,872 | $35,198 | $1,134 |
| ALAN HUMPHREYS | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD | SHALFORD | SURREY | UK | GU4 8EP | DEPUTY CHIEF EXEC. | 35.0 | $169,540 | $0 | $7,800 |
| NATALIE BYROM | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD | SHALFORD | SURREY | UK | GU4 8EP | DIRECTOR OF RESEARCH | 35.0 | $117,965 | $21,149 | $0 |
| JILLIAN GALE | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD | SHALFORD | SURREY | UK | GU4 8EP | DEPUTY SECRETARY | 35.0 | $105,395 | $21,243 | $4,051 |
| CLARE JOHNS | |||||||||
| SUITE 2 RIVER HOUSE BROADFORD | SHALFORD | SURREY | UK | GU4 8EP | ACCOUNTANT | 35.0 | $97,354 | $19,369 | $1,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DRD | ||||||
| 17 SLINGSBY PLACE ST MARTINS COUR | LONDON | ENGLAND | UK | WC2E 9AB | Communications | $230,546 |
| Linklaters LLP | ||||||
| ONE SILK STREET | LONDON | ENGLAND | UK | EC2Y 8HQ | DB PENSION + GDPR | $175,703 |
| Workman LLP | ||||||
| 4TH FLOOR MINTON PLACE STATION RO | SWINDON | ENGLAND | UK | SN1 1DA | Service charges | $151,145 |
| Cambridge Associates | ||||||
| 80 VICTORIA STREET CARDINAL PLACE | LONDON | ENGLAND | UK | SW1E 5JL | INVESTMENT MGMT | $144,801 |
| AON UK Ltd | ||||||
| LEADENHALL BUILDING 122 LEADENHALL | LONDON | ENGLAND | UK | EC3V 4AN | INSURANCE | $116,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,738,475 | 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 | $13,738,475 | QualifyingDistributionsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 2 RIVER HOUSE BROADFORD BP | AddressLine1Txt |
| Province Or State | SHALFORD | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8EP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Grants | GrantOrContributionPurposeTxt |
| Amt | $10,392,522 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,392,522 | 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 | $9,436 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,899,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,865,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTER-COMPANY RECHARGES | Desc |
| Exclusion | 24 | ExclusionCd |
| Exclusion | $148,811 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,922,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,922,634 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,046 | Amt |
| Disbursements Charitable Prps | $41,963 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORDEA BANK | $331,409 | $331,409 |
| CREDIT SUISSE | $326,116 | $326,116 |
| LLOYDS BANK PLC | $311,909 | $311,909 |
| WESTERN POWER DISTRIBUTION | $295,708 | $295,708 |
| CENTRICA PLC | $287,027 | $287,027 |
| UNITED WATER UTILITIES LTD | $285,369 | $285,369 |
| SSE PLC | $284,499 | $284,499 |
| GLENCORE FINANCE (EUROPE) | $282,689 | $282,689 |
| VOLKSWAGEN FIN SERV | $273,831 | $273,831 |
| NORTHUMBRIAN WATER FINANCE | $273,407 | $273,407 |
| WESTPAC BANKING CORP | $272,619 | $272,619 |
| DAIMLER INTL FINANCE | $272,258 | $272,258 |
| CANADIAN IMPERIAL BANK | $271,609 | $271,609 |
| ABN AMRO BANK NV | $271,582 | $271,582 |
| NATIONAL AUSTRALIA BANK | $271,419 | $271,419 |
| BANK OF MONTREAL | $270,861 | $270,861 |
| EUROCLEAR BANK SA | $270,851 | $270,851 |
| BURBERRY GROUP PLC | $266,335 | $266,335 |
| GOLDMAN SACHS GROUP INC | $265,057 | $265,057 |
| BAE SYSTEMS PLC | $259,503 | $259,503 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SARASIN INVESTMENTS | $328,184,932 | $328,184,932 |
| CEVIAN CAPITAL II, LTD. | $27,681,508 | $27,681,508 |
| GENERATION FUND | $14,466,104 | $14,466,104 |
| BLUECREST ALLBLUE, LTD. | $68,673 | $68,673 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $176,944 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $164,207 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTER-COMPANY RECHARGES | Desc |
| Revenue And Expenses Per Books | $148,811 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION, INVEST UNREAL GAINS | -$54,689,245 |
| EXHANGE RATE ADJUSTMENT ON TRANSLATION | -$3,985,539 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,336,430 | Amt |
| Net Investment Income | $296,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,174,830 | DisbursementsCharitablePrpsAmt |