LENNOX FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LENNOX FOUNDATION (EIN 42-6053380)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349106834
- 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
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2022-11-14T20:33:08-06:00 | 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 | 426053380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lennox Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LENN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY STOREY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | STOREY | 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 | $72,916,366 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,134,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,134,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,301,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,117,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,301,474 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,159 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,898 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,477,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,477,635 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $123,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,592 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $2,099 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,099 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $68,850 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $196,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,788 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,735 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $390,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,222,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,222,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,613,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,333,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,864,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,267,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,056,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,389,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,389,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,241,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,012,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,067,956 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,412,783 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,173,429 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,458,505 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,710,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,575,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,916,366 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $40,710,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,575,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,710,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,575,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,710,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,575,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,710,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,864,665 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,575,463 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $43,575,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $12,117,663 | $6,980,792 | $5,136,871 | $5,136,871 |
| Passthrough K1 Capital Gain/(Loss) | $164,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,301,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $87,113 | SubtotalAmt |
| Tax Based On Investment Income | $87,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $24,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $87,818 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $678 | OverpaymentAmt |
| Applied To ES Tax | $678 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| Katie Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Nick Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Co-Sec | 1.0 | $0 | $0 | $0 |
| Sarah W Carlan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chair | 1.0 | $0 | $0 | $0 |
| Jovan James | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Kristin Krahmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Zachary Krahmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kasey Mossey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Laura Newman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Megan Norris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Co-Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Puchir | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Amy Rattner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jeff Storey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chair | 1.0 | $0 | $0 | $0 |
| Karen Waeschle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| John Zink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Linnea Zink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer Investment Counsulting | |||||
| 99 high st fl 8 | BOSTON | MA | 021102356 | Investment Mgmt | $123,592 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $107,979 |
| 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 | $60,902,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,889,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,226,833 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,019,451 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,019,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,080,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,939,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,546,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,546,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,113 | TotalTaxAmt |
| Distributable Before Adj | $3,459,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,459,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,459,845 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,333,174 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,333,174 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,459,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $521,273 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $3,333,174 | QualifyingDistributionsAmt |
| Applied To Year1 | $521,273 | AppliedToYear1Amt |
| Applied To Current Year | $2,811,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $647,944 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (176 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABORTION RIGHTS FUND OF WESTERN MASSACHUSETTS INC | |||||||||||
| PO BOX 2162 | AMHERST | MA | 01004 | N/A | PC | General support | $7,500 | ||||
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | |||||||||||
| 4647 W 47TH ST | CHICAGO | IL | 60632 | N/A | PC | Urban Community Farm Site Development and Planning fund | $75,000 | ||||
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | |||||||||||
| 4647 W 47TH ST | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $7,500 | ||||
| AFRICAN WILDLIFE FOUNDATION | |||||||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $2,500 | ||||
| AIRCRAFT CARRIER HORNET FOUNDATION | |||||||||||
| 707 W HORNET AVE | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $4,000 | ||||
| ALISA ANN RUCH BURN FOUNDATION A CHARITABLE CORPOR | |||||||||||
| 50 N HILL AVE STE 305 | PASADENA | CA | 91106 | N/A | PC | General Support | $7,500 | ||||
| ALLIANCE FOR COMMUNITIES IN ACTION INC | |||||||||||
| 356 GOLFVIEW RD APT 1205 | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $7,500 | ||||
| ALZHEIMERS FOUNDATION OF AMERICA INC | |||||||||||
| 322 8TH AVENUE 7TH FL | NEW YORK | NY | 10001 | N/A | PC | general support | $4,000 | ||||
| AMPHIBIAN AND REPTILE CONSERVANCY INC | |||||||||||
| 6844 BARDSTOWN RD STE 677 | LOUISVILLE | KY | 40291 | N/A | PC | General Support | $1,000 | ||||
| ANIMAL FRIENDS RESCUE PROJECT | |||||||||||
| 161 FOUNTAIN AVE | PACIFIC GROVE | CA | 93950 | N/A | PC | general support | $3,750 | ||||
| ANIMAL REFUGE LEAGUE OF GREATER PORTLAND | |||||||||||
| PO BOX 336 | WESTBROOK | ME | 04098 | N/A | PC | General & Unrestricted | $1,500 | ||||
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $500 | ||||
| ANIMAL WELFARE INSTITUTE | |||||||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General support | $500 | ||||
| ANIMEALS | |||||||||||
| 1700 RANKIN ST | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $7,500 | ||||
| AUTISM SPEAKS | |||||||||||
| 1060 STATE RD 1446 | PRINCETON | NJ | 08540 | N/A | PC | young adult support and services fund, northern california | $7,500 | ||||
| BERKSHIRE RESOURCES FOR INTEGRATION OF DIVERSE GR | |||||||||||
| 17 MAIN ST STE 2 | LEE | MA | 01238 | N/A | PC | Program Development & Capacity-Building fund (Online Training - idea institute & new pathways, happiness toolbox, women to women) | $100,000 | ||||
| BERKSHIRE RESOURCES FOR INTEGRATION OF DIVERSE GRO | |||||||||||
| 17 MAIN ST STE 2 | LEE | MA | 02138 | N/A | PC | General & Unrestricted | $7,500 | ||||
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Project Resilience | $75,000 | ||||
| BERKSHIRE WALDORF SCHOOL INC | |||||||||||
| 35 W PLAIN RD | GT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $7,500 | ||||
| BICYCLE COALITION OF MAINE | |||||||||||
| PO BOX 15272 | PORTLAND | ME | 04112 | N/A | PC | General Support | $1,000 | ||||
| BLACK DOG ANIMAL RESCUE | |||||||||||
| 2407 E 9TH ST | CHEYENNE | WY | 82001 | N/A | PC | General Support | $2,500 | ||||
| BOYS & GIRLS CLUBS OF SOUTHERN MAINE | |||||||||||
| 277 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | Bridgegap Scholarship fund | $15,000 | ||||
| BOYS & GIRLS CLUBS OF SOUTHERN MAINE | |||||||||||
| 277 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | Community Care fund | $25,000 | ||||
| BOYS AND GIRLS CLUB OF SOUTHWEST MONTANA | |||||||||||
| 45 DISCOVERY DR | BOZEMAN | MT | 59718 | N/A | PC | General Support | $3,000 | ||||
| BREAST CANCER COALITION OF ROCHESTER INC | |||||||||||
| 1048 UNIVERSITY AVE | ROCHESTER | NY | 14607 | N/A | PC | General Support | $7,500 | ||||
| BUCKS ROCK CAMP INC | |||||||||||
| 59 BUCKS ROCK RD | NEW MILFORD | CT | 06776 | N/A | PC | Scholarship Fund | $7,500 | ||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | N/A | PC | Wildfire relief fund | $500 | ||||
| CAMP CHIPPEWA FOUNDATION | |||||||||||
| 7359 NIAGARA LN N | MAPLE GROVE | MN | 55311 | N/A | PC | General Support | $15,000 | ||||
| CAMP CHIPPEWA FOUNDATION | |||||||||||
| 7359 NIAGARA LN N | MAPLE GROVE | MN | 55311 | N/A | PC | Camp Chippewa Fresh Air Shelter fund | $81,000 | ||||
| CAPE ELIZABETH LAND TRUST INC | |||||||||||
| 330 OCEAN HOUSE RD | CAPE ELIZ | ME | 04107 | N/A | PC | Invasive Species Removal on CELT Preserves | $25,000 | ||||
| CAPITAL AREA FOOD BANK | |||||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General Support | $2,500 | ||||
| CENTER FOR FARMWORKER FAMILIES | |||||||||||
| PO BOX 957 | FELTON | CA | 95018 | N/A | PC | General Support | $7,500 | ||||
| CHEYENNE REGIONAL MEDICAL CENTER FOUNDATION | |||||||||||
| 214 E 23RD ST | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $2,500 | ||||
| CHILDREN OF THE IMMACULATE HEART | |||||||||||
| PO BOX 13954 | SAN DIEGO | CA | 92170 | N/A | PC | General Support | $7,500 | ||||
| CHILDRENS CANCER ASSOCIATION | |||||||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | N/A | PC | Caring Cabin fund | $7,500 | ||||
| CHILDRENS CANCER ASSOCIATION | |||||||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | N/A | PC | JoyRx Programs | $5,000 | ||||
| CHILDRENS CANCER ASSOCIATION | |||||||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $500 | ||||
| CHILDRENS HOSPITAL CORPORATION | |||||||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | Clinical Operations in Genetics | $15,000 | ||||
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | Boys Golf Team, Robotics Team | $7,500 | ||||
| CLEARWATER MARINE AQUARIUM INC | |||||||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | N/A | PC | Animal Care Fund | $7,500 | ||||
| COMEA INC | |||||||||||
| 1504 STINSON AVE | CHEYENNE | WY | 82001 | N/A | PC | General Support | $6,000 | ||||
| COMMEMORATIVE AIR FORCE | |||||||||||
| PO BOX 764769 | DALLAS | TX | 75376 | N/A | PC | General & Unrestricted | $3,500 | ||||
| COMMITTEE ON THE SHELTERLESS | |||||||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | N/A | PC | Family First Shelter fund | $5,000 | ||||
| COMMUNITY FOOD SHARE INC | |||||||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | PC | General & Unrestricted | $7,500 | ||||
| CONEJO OPEN SPACE FOUNDATION | |||||||||||
| PO BOX 2113 | THOUSAND OAKS | CA | 91358 | N/A | PC | General Support | $1,000 | ||||
| COURAGE KENNY FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | N/A | PC | General Support | $7,500 | ||||
| DIFFVELOPMENT | |||||||||||
| PO BOX 773 | MONTCLAIR | NJ | 07042 | N/A | PC | Consultrepreneurship project | $100,000 | ||||
| DIRECT RELIEF | |||||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | General support | $1,000 | ||||
| DONORSCHOOSE ORG | |||||||||||
| 134 W 37TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | the literacy projects in the public school classrooms of salinas, ca | $7,500 | ||||
| DREAM VOLUNTEERS | |||||||||||
| PO BOX 390726 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General Support | $7,500 | ||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General Support | $7,500 | ||||
| FABULOUS FELINES NWA | |||||||||||
| PO BOX 1283 | BENTONVILLE | AR | 72712 | N/A | PC | General & Unrestricted | $1,500 | ||||
| FAMILY HOUSE INC | |||||||||||
| 540 MISSION BAY BLVD N | SAN FRANCISCO | CA | 94158 | N/A | PC | General & Unrestricted | $1,000 | ||||
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION | |||||||||||
| 401 W MOUNTAIN ST | FAYETTEVILLE | AR | 72701 | N/A | PC | Words on Wheels Bookmobile project | $100,000 | ||||
| FAYETTEVILLE WHEELMEN CYCLING CLUB | |||||||||||
| 3016 E VAN BUREN | EUREKA SPRINGS | AR | 72632 | N/A | PC | General & Unrestricted | $5,000 | ||||
| FIT TO FIGHT INC | |||||||||||
| 5000 BLUE MTN RD | MISSOULA | MT | 59804 | N/A | PC | General Support | $7,500 | ||||
| FOOD BANK OF THE ROCKIES - WYOMING BRANCH | |||||||||||
| PO BOX 1540 | EVANSVILLE | WY | 82636 | N/A | PC | General & Unrestricted | $2,500 | ||||
| FOOD SHARE INC | |||||||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | N/A | PC | General Support | $7,500 | ||||
| FOODSHARE INC | |||||||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General Support | $7,500 | ||||
| FORT ROSS CONSERVANCY | |||||||||||
| 19005 COAST HWY ONE | JENNER | CA | 95450 | N/A | PC | Education Fund | $2,500 | ||||
| FRIDAY FOOD BAG FOUNDATION | |||||||||||
| PO BOX 1186 | CHEYENNE | WY | 82003 | N/A | PC | General & Unrestricted | $5,000 | ||||
| FRIENDS OF KATAHDIN WOODS AND WATERS | |||||||||||
| PO BOX 18177 | PORTLAND | ME | 04112 | N/A | PC | Orientation and Education projects at the Katahdin woods and waters welcome center | $100,000 | ||||
| FRIENDS OF PORTLAND ADULT EDUCATION | |||||||||||
| PO BOX 3185 | PORTLAND | ME | 04104 | N/A | PC | Beata Vest Scholarship fund | $5,000 | ||||
| FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL | |||||||||||
| 1200 15TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $1,500 | ||||
| FRIENDS OF THE YAMPA INC | |||||||||||
| PO BOX 771654 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 | ||||
| FRIENDS OF WILLOW CREEK OF SAUSALITO | |||||||||||
| 311 S ST | SAUSALITO | CA | 94965 | N/A | PC | General & Unrestricted | $2,000 | ||||
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||||||
| 201 FORT MASON 3RD FL | SAN FRANCISCO | CA | 94123 | N/A | PC | General & Unrestricted | $1,500 | ||||
| GRACE FOR 2 BROTHERS FOUNDATION | |||||||||||
| 507 E 18TH ST | CHEYENNE | WY | 82001 | N/A | PC | General Support | $7,500 | ||||
| GREATER FARALLONES ASSOCIATION | |||||||||||
| PO BOX 29386 | SAN FRANCISCO | CA | 94129 | N/A | PC | General support | $7,500 | ||||
| GREATER PORTLAND IMMIGRANT WELCOME CENTER | |||||||||||
| 24 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $7,500 | ||||
| GREEN MOUNTAIN HORSE ASSOCIATION INC | |||||||||||
| PO BOX 8 | S WOODSTOCK | VT | 05071 | N/A | PC | General Support | $3,500 | ||||
| GREENPEACE FUND INC | |||||||||||
| 702 H ST NW STE 300 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $7,500 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||||||
| 715 E 15TH ST | CHEYENNE | WY | 82001 | N/A | PC | General Support | $7,500 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||||||
| 755 CULVER RD | ROCHESTER | NY | 14609 | N/A | PC | HER fund - Homeowner Emergency Repairs | $500 | ||||
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | General Support | $3,000 | ||||
| HOLE IN THE WALL GANG FUND INC | |||||||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | The Hole in the Wall Gang Camp's Hospital Outreach program | $100,000 | ||||
| HOUSE OF MERCY INC | |||||||||||
| 285 ORMOND ST | ROCHESTER | NY | 14605 | N/A | PC | General & Unrestricted | $7,500 | ||||
| HUMAN RIGHTS ACADEMY | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $88,339 | KOLSTADGATA 1 | OSLO | NO | 0652 | ||||
| IDAHO COALITION OF LAND TRUSTS | |||||||||||
| PO BOX 1845 | BOISE | ID | 83701 | N/A | PC | Magic Valley Conservation Initiative | $25,000 | ||||
| JANADA L BATCHELOR FOUNDATION FOR CHILDREN INC | |||||||||||
| PO BOX 4541 | TULSA | OK | 74159 | N/A | PC | General Support | $7,500 | ||||
| JH ISRAEL | |||||||||||
| 402 OFC PARK DR STE 310 | MOUNTAIN BRK | AL | 35223 | N/A | PC | GENERAL SUPPORT | $7,500 | ||||
| JOHN AUSTIN CHELEY FOUNDATION | |||||||||||
| 1420 N OGDEN ST STE 102 | DENVER | CO | 80218 | N/A | PC | General Support | $7,500 | ||||
| KARE | |||||||||||
| PO BOX 364 | KERSHAW | SC | 29067 | N/A | PC | General Support | $15,000 | ||||
| KEYSTONE COMMUNITY SERVICES | |||||||||||
| 2000 ST ANTHONY AVE | SAINT PAUL | MN | 55104 | N/A | PC | General Support | $7,500 | ||||
| KQED INC | |||||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $500 | ||||
| LOBERO THEATRE FOUNDATION | |||||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | N/A | PC | COVID-19 Response and Recovery fund | $100,000 | ||||
| MAINE FARMLAND TRUST INC | |||||||||||
| 97 MAIN ST | BELFAST | ME | 04915 | N/A | PC | Farm Viability Program | $7,500 | ||||
| MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION | |||||||||||
| PO BOX 170 | UNITY | ME | 04988 | N/A | PC | Together We Grow | $5,000 | ||||
| MAKE A WISH FOUNDATION OF OREGON INC | |||||||||||
| 5901 S MACADAM AVE STE 200 | PORTLAND | OR | 97239 | N/A | PC | General & Unrestricted | $500 | ||||
| MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC | |||||||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | N/A | PC | General Support | $7,500 | ||||
| MANO A MANO INTERNATIONAL PARTNERS | |||||||||||
| 925 PIERCE BUTLER RTE | SAINT PAUL | MN | 55104 | N/A | PC | to Provide Deep Water Well Infrastructure to Improve health and sustainable food security in rural bolivia | $100,000 | ||||
| MARIN AUDUBON SOCIETY INCORPORATED | |||||||||||
| PO BOX 599 | MILL VALLEY | CA | 94942 | N/A | PC | General & Unrestricted | $2,000 | ||||
| MARIN CONSERVATION LEAGUE | |||||||||||
| 175 N REDWOOD DR STE 135 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $1,000 | ||||
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||||||
| 909 N WASHINGTON ST STE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | General support | $7,500 | ||||
| MASS GENERAL BRIGHAM INCORPORATED | |||||||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 02145 | N/A | PC | General support for cooley Dickinson | $500 | ||||
| MEALS ON WHEELS OF CHEYENNE INC | |||||||||||
| 2015 S GREELEY HWY | CHEYENNE | WY | 82007 | N/A | PC | General & Unrestricted | $2,500 | ||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $8,000 | ||||
| MENDING STRIDES RANCH INC | |||||||||||
| 4800 ROUNDING RUN RD | CHARLOTTE | NC | 28277 | N/A | PC | Main Office and Equipment Storage Facility fund | $95,000 | ||||
| MILE HIGH LABRADOR RETRIEVER MISSION | |||||||||||
| PO BOX 1975 | BROOMFIELD | CO | 80038 | N/A | PC | General Support | $5,000 | ||||
| MONTANA SKATEPARK ASSOCIATION | |||||||||||
| 618 S HIGGINS AVE | MISSOULA | MT | 59801 | N/A | PC | 2021 Drop-in Program | $100,000 | ||||
| MOUNTAIN PET RESCUE | |||||||||||
| PO BOX 1841 | WINTER PARK | CO | 80482 | N/A | PC | General & Unrestricted | $2,000 | ||||
| MULTIPLE SCLEROSIS CENTER OF GEORGIA INC | |||||||||||
| 3200 DOWNWOOD CIR NW STE 550 | ATLANTA | GA | 30327 | N/A | PC | General support | $1,000 | ||||
| MY PLACE TEEN CENTER INC | |||||||||||
| 755 MAIN ST | WESTBROOK | ME | 04092 | N/A | PC | General & Unrestricted | $2,500 | ||||
| NAOMIS VILLAGE INC | |||||||||||
| 1360 BRIDLE PATH RD | ARGYLE | TX | 76226 | N/A | PC | Cornerstone Preparatory Academy School Library Construction fund | $98,000 | ||||
| NATIONAL MARINE SANCTUARY FOUNDATION | |||||||||||
| 8455 COLESVILLE RD 1275 | SILVER SPRING | MD | 20910 | N/A | PC | general support | $7,500 | ||||
| NATIONAL NORDIC FOUNDATION | |||||||||||
| PO BOX 818 | WOODSTOCK | VT | 05091 | N/A | PC | General & Unrestricted | $1,500 | ||||
| NATIONAL NORDIC FOUNDATION | |||||||||||
| PO BOX 818 | WOODSTOCK | VT | 05091 | N/A | PC | Cross Country Skiing Drive fund | $1,500 | ||||
| NATURE CONSERVANCY - CENTRAL DIVISION | |||||||||||
| 1101 WEST RIVER PKWY SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | Site Renewables Right: Accelerating a Clean and Green future | $25,000 | ||||
| NAVY-MARINE CORPS RELIEF SOCIETY | |||||||||||
| 875 N RANDOLPH ST | ARLINGTON | VA | 22203 | N/A | PC | General Support | $7,500 | ||||
| NEW FAITH COMMUNITY | |||||||||||
| 121 N FITZHUGH ST | ROCHESTER | NY | 14614 | N/A | PC | Programa de Becas (Educational Scholarship Program) of chiapas mission | $6,000 | ||||
| NEW FAITH COMMUNITY | |||||||||||
| 121 N FITZHUGH ST | ROCHESTER | NY | 14614 | N/A | PC | Bling Bags fund (books, activities, and school supplies for children in lower grades of inner city schools for summer reading) | $1,500 | ||||
| NORTHWEST ARKANSAS CHESS CENTER | |||||||||||
| 2355 E GOLDEN OAKS DR | FAYETTEVILLE | AR | 72703 | N/A | PC | General & Unrestricted | $7,500 | ||||
| OCEAN ALLIANCE INC | |||||||||||
| 32 HORTON ST | GLOUCESTER | MA | 01930 | N/A | PC | General Support | $7,500 | ||||
| ONE SPARK FOUNDATION INC | |||||||||||
| 501 S REINO RD | NEWBURY PARK | CA | 91320 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ONE SPARK FOUNDATION INC | |||||||||||
| 501 S REINO RD | NEWBURY PARK | CA | 91320 | N/A | PC | Food Education Program | $25,000 | ||||
| OREGON ZOO FOUNDATION | |||||||||||
| 4001 SW CANYON RD | PORTLAND | OR | 97221 | N/A | PC | General & Unrestricted | $500 | ||||
| PEACE OF MIND DOG RESCUE | |||||||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | N/A | PC | general support | $3,750 | ||||
| PEGASUS EARLY MUSIC | |||||||||||
| 211 COBBS HILL DR | ROCHESTER | NY | 14610 | N/A | PC | General Support | $5,000 | ||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $750 | ||||
| PLANNED PARENTHOOD MAR MONTE INC | |||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $5,000 | ||||
| PLANNED PARENTHOOD MAR MONTE INC | |||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | general support | $3,500 | ||||
| PLANNED PARENTHOOD MAR MONTE INC | |||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | Diversifying Sex Education: Meeting Our Communities where they are | $100,000 | ||||
| PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK | |||||||||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | N/A | PC | General Support | $1,000 | ||||
| PORTLAND EDUCATION FOUNDATION | |||||||||||
| 353 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | General Support | $1,500 | ||||
| PREBLE STREET | |||||||||||
| 38 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | Preble Street Emergency Food Programs | $100,000 | ||||
| PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - | |||||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PC | school of law - faculty retention and recruiting fund | $2,500 | ||||
| PRESIDIO COMMUNITY YMCA | |||||||||||
| 63 FUNSTON AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | Emily Schmidt Point Bonita and Presidio Y Campaign | $1,000 | ||||
| PUBLIC BROADCASTING SERVICE | |||||||||||
| 2100 CRYSTAL DR | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 | ||||
| PUBLICK MUSICK INC | |||||||||||
| 276 MOUNT VERNON AVE | ROCHESTER | NY | 14620 | N/A | PC | General Support | $1,000 | ||||
| REBUILDING TOGETHER SAN FRANCISCO | |||||||||||
| PIER 28 STE 1 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $3,000 | ||||
| REBUILDING TOGETHER SAN FRANCISCO | |||||||||||
| PIER 28 STE 1 | SAN FRANCISCO | CA | 94105 | N/A | PC | Community Revitalization fund | $45,000 | ||||
| REDWOOD EMPIRE FOOD BANK | |||||||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | N/A | PC | General Support | $10,000 | ||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| 1111 FRANKLIN ST 6TH FLOOR | OAKLAND | CA | 94607 | N/A | PC | UCB - Hass School of Business (undergraduate), faculty retention and recruiting fund | $2,500 | ||||
| RIPPLEFFECT INC | |||||||||||
| PO BOX 441 | PORTLAND | ME | 04112 | N/A | PC | High School ROLE | $5,000 | ||||
| ROUTT COUNTY HUMANE SOCIETY INC | |||||||||||
| PO BOX 772080 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 | ||||
| ROUTT COUNTY RIDERS | |||||||||||
| PO BOX 770094 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $7,500 | ||||
| SAIL MAINE INC | |||||||||||
| PO BOX 574 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $2,500 | ||||
| SAUSALITO NURSERY SCHOOL | |||||||||||
| 625 MAIN ST | SAUSALITO | CA | 94965 | N/A | PC | General & Unrestricted | $2,000 | ||||
| SAVE THE CHILDREN FEDERATION INC | |||||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General Support | $7,500 | ||||
| SAVE THE REDWOODS LEAGUE | |||||||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $1,500 | ||||
| SECOND HARVEST OF SILICON VALLEY | |||||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General support | $7,500 | ||||
| SERVE NORTHWEST ARKANSAS INC | |||||||||||
| 251 W 19TH ST | FAYETTEVILLE | AR | 72701 | N/A | PC | General & Unrestricted | $7,500 | ||||
| SIERRA CLUB FOUNDATION | |||||||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,500 | ||||
| SISTERS OF LIFE | |||||||||||
| 38 MONTEBELLO RD | SUFFERN | NY | 10901 | N/A | PC | General Support | $7,500 | ||||
| SLAVE DWELLING PROJECT INC | |||||||||||
| 104 ELON DR | LADSON | SC | 29456 | N/A | PC | General support | $1,000 | ||||
| SOI DOG | |||||||||||
| 1321 UPLAND DR STE 3905 | HOUSTON | TX | 77043 | N/A | PC | General & Unrestricted | $1,500 | ||||
| SOLVE | |||||||||||
| 2000 SW 1ST AVE STE 400 | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $500 | ||||
| SONOMA COUNTY REGIONAL PARKS FOUNDATION | |||||||||||
| 2300 COUNTY CENTER DR STE 120A | SANTA ROSA | CA | 95403 | N/A | SO I | General support | $5,000 | ||||
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | the Special Olympics Simsbury swimming program, CT | $7,500 | ||||
| ST PAUL URBAN TENNIS PROGRAM | |||||||||||
| 1675 5TH ST E | SAINT PAUL | MN | 55106 | N/A | PC | General Support | $7,500 | ||||
| ST PAUL URBAN TENNIS PROGRAM | |||||||||||
| 1675 5TH ST E | SAINT PAUL | MN | 55106 | N/A | PC | Sustaining Employment & Leadership Capacity fund | $25,000 | ||||
| STEAMBOAT HEALTH & RECREATION ASSOCIATION | |||||||||||
| 136 LINCOLN AVE | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | It's In The Water Capital Campaign | $100,000 | ||||
| STEAMBOAT SPRINGS WINTER SPORTS CLUB INC | |||||||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | Athlete Youth Program and Event Experience Enhancement fund | $100,000 | ||||
| SURFRIDER FOUNDATION | |||||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | Marin County Chapter, General Support | $1,000 | ||||
| THE ARC OF THE FARMINGTON VALLEY INC | |||||||||||
| 225 COMMERCE DR | CANTON | CT | 06019 | N/A | PC | The Adaptive Wellness Center | $100,000 | ||||
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | |||||||||||
| 800 NORTH MAIN ST | SHEFFIELD | MA | 01257 | N/A | PC | Supporting Nonprofit Recovery & Community Healing | $25,000 | ||||
| THE CHILDRENS BOOK BANK | |||||||||||
| 1915 NE 7TH AVE | PORTLAND | OR | 97212 | N/A | PC | General Support | $2,500 | ||||
| THE NATURE CONSERVANCY OF TEXAS | |||||||||||
| 200 E GRAYSON ST STE 202 | SAN ANTONIO | TX | 78215 | N/A | PC | Protecting Texas' Grasslands for People and Nature | $100,000 | ||||
| THE OFFICE OF YOUTH ALTERNATIVES | |||||||||||
| 1328 TALBOT COURT | CHEYENNE | WY | 82001 | N/A | GOV | General & Unrestricted | $2,500 | ||||
| THE SALVATION ARMY | |||||||||||
| 1424 NE EXPY NE | BROOKHAVEN | GA | 30329 | N/A | PC | General Support | $7,500 | ||||
| THE TREEHOUSE FOUNDATION INC | |||||||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | Stir Up Some Love program | $4,000 | ||||
| THE TREEHOUSE FOUNDATION INC | |||||||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | Stability and Sustainability program | $100,000 | ||||
| TRUSTEES OF AMHERST COLLEGE | |||||||||||
| 220 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $7,500 | ||||
| U C SAN DIEGO FOUNDATION | |||||||||||
| 9500 GILMAN DR MAIL CODE 0853 | LA JOLLA | CA | 92093 | N/A | PC | Environmental chemical contributions to suicide risk in treatment - resistant depression in young adults | $100,000 | ||||
| UNITED STATES FUND FOR UNICEF | |||||||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | General support | $500 | ||||
| UNIVERSITY OF MAINE SYSTEM INC | |||||||||||
| PO BOX 370 | ORONO | ME | 04473 | N/A | PC | UMF Sweatt-Winter Nature Based Early Childhood Playground project | $100,000 | ||||
| WEST DALLAS COMMUNITY SCHOOL | |||||||||||
| 2300 CANADA DR | DALLAS | TX | 75212 | N/A | PC | General Support | $5,000 | ||||
| WIKIMEDIA FOUNDATION INC | |||||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,500 | ||||
| WITH LOVE OREGON | |||||||||||
| 14555 SW 74TH AVE | TIGARD | OR | 97224 | N/A | PC | General & Unrestricted | $500 | ||||
| WOOD RIVER LAND TRUST COMPANY | |||||||||||
| 119 E BULLION ST | HAILEY | ID | 83333 | N/A | PC | Aspen Drive Employee Housing fund | $15,000 | ||||
| WORLD WILDLIFE FUND INC | |||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General Support | $1,500 | ||||
| WORLD WILDLIFE FUND INC | |||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | To save polar bears | $7,500 | ||||
| WORLD WILDLIFE FUND INC | |||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $250 | ||||
| WORLD WILDLIFE FUND INC | |||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Building Bridges for Greater Understanding Between the us and russia | $25,000 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||||||
| 50 CALIFORNIA ST STE 650 | SAN FRANCISCO | CA | 94111 | N/A | PC | Point Bonita YMCA | $1,500 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENT | |||||||||||
| 31105 THOUSAND OAKS BLVD | WESTLAKE VILLAGE | CA | 91362 | N/A | PC | Find My Genius, YMCA STEM Club and Board Retreat fund | $100,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,222,339 | 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 | $422 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,134,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,301,474 | 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 | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$874 | 14 | $41,933 |
| STATE TAX REFUND | 01 | $100 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$874 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,478,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,477,896 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Sarah W Carlan |
| * resigned from foundation in 2021 |
| Zachary Krahmer |
| * resigned from foundation in 2021 |
| Amy Rattner |
| * resigned from foundation in 2021 |
| Karen Waeschle |
| * resigned from foundation in 2021 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN RIGHTS ACADEMY | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KOLSTADGATA 1 | AddressLine1Txt |
| City | OSLO | CityNm |
| Country | NO | CountryCd |
| Foreign Postal | 0652 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-05-28 | GrantDt |
| Grant | $88,339 | GrantAmt |
| Purpose Of Grant | To support the Educational Toolkit for Democracy and Human Rights project | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | EXPECTED IN 2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | NONE NECESSARY | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $93,473 | $103,025 |
| ACCENTURE PLC | $56,836 | $116,074 |
| ALPHABET INC CL A | $89,755 | $173,822 |
| AMPHENOL CORPORATION | $22,766 | $26,238 |
| APPLE INC | $66,263 | $127,850 |
| AUTOMATIC DATA PROCESSING INC | $59,622 | $93,700 |
| BECTON DICKINSON & CO | $97,045 | $103,107 |
| BROADRIDGE FINANCIAL | $38,376 | $54,846 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $49,280 | $77,186 |
| COHEN & STEERS GLOBAL REALTY S | $1,494,524 | $1,557,997 |
| DOUBLELINE TOTAL RETURN BOND | $1,997,250 | $1,966,707 |
| EQUIFAX INC | $34,118 | $58,558 |
| GENERAL MILLS INC | $33,172 | $37,059 |
| GRANDEUR PEAK INTERNATIONAL ST | $861,154 | $1,415,801 |
| HOME DEPOT INC | $41,036 | $62,252 |
| INTUIT | $38,598 | $83,619 |
| JACKSON SQUARE MID CAP GROWTH | $1,281,746 | $1,332,047 |
| JOHNSON & JOHNSON | $109,068 | $128,303 |
| LENNOX INTL INC | $179,528 | $19,767,800 |
| LSV SMALL CAP VALUE FUND | $1,569,004 | $2,194,772 |
| MARSH AND MCLENNAN COMPANIES I | $35,968 | $43,455 |
| MASTERCARD INC | $49,830 | $57,491 |
| MERCER EMERGING MARKETS EQUITY | $6,154,163 | $5,092,531 |
| MFS INTL INTRINSIC VALUE FD I | $1,692,745 | $2,733,750 |
| MICROSOFT CORP | $100,768 | $171,523 |
| NATIXIS FDS TR I LS CORPLS BD | $4,365,921 | $4,303,844 |
| NIKE INC-CL B | $63,207 | $103,335 |
| PEPSICO INC | $120,199 | $156,339 |
| PFIZER INC | $58,027 | $105,109 |
| PROCTER GAMBLE CO | $51,296 | $67,068 |
| STARBUCKS CORP COM | $53,961 | $73,691 |
| STRYKER CORPORATION | $85,813 | $114,991 |
| TEXAS INSTRUMENTS INC | $37,397 | $52,772 |
| THE HARTFORD EMERGING MARKETS | $1,665,536 | $1,242,787 |
| TJX COMPANIES INC | $37,617 | $50,107 |
| TRANSAMERICA INTERNATIONAL EQU | $2,123,547 | $2,627,647 |
| UNITED PARCEL SERVICE | $24,527 | $47,155 |
| UNITEDHEALTH GROUP INC | $67,626 | $115,492 |
| VANGUARD 500 INDEX FUND ADM | $3,574,085 | $7,781,867 |
| VANGUARD DEVELOPED MARKETS IDX | $2,522,089 | $2,897,813 |
| VANGUARD DIVIDEND APPREC IDX A | $510,507 | $1,165,425 |
| VANGUARD INFLATION-PROTECTED S | $2,348,477 | $2,503,196 |
| VERISK ANALYTICS, INC | $21,500 | $29,735 |
| WASTE MANAGEMENT INC | $34,709 | $50,070 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCER HEDGE FUND INVESTORS SP | $5,040,000 | $6,680,617 |
| MERCER PRIVATE INV PTNS IV LP | $912,705 | $1,177,123 |
| MERCER PRIVATE INV PTNS V LP | $697,932 | $1,046,429 |
| MERCER PRIVATE INV PTNS, LP | $123,903 | $65,548 |
| MERCER PRIVATE INVESTMENT PART | $398,889 | $488,788 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $107,979 | $107,979 | |
| Indemnification Insurance | $2,756 | $2,756 | |
| K-1 Exp MERCER PRIVATE INV PTN | $25,344 | $25,322 | |
| K-1 Exp MERCER PRIVATE INV PTN | $29,853 | $29,159 | |
| K-1 Exp MERCER PRIVATE INV PTN | $1,892 | $1,892 | |
| K-1 Exp MERCER PRIVATE INVESTM | $28,427 | $28,415 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss MERCER PRIVATE INV PTNS IV LP | $26,299 | $17,602 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS V LP | $5,578 | $11,533 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS, LP | $778 | $863 |
| K-1 Inc/Loss MERCER PRIVATE INVESTMENT PARTNERS VI | $8,404 | $10,900 |
| State Tax Refund | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $123,592 | Amt |
| Net Investment Income | $123,592 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $61,100 |
| 990-PF Extension for 2020 | $7,750 |