HULL FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: HULL FAMILY FOUNDATION (EIN 26-0170419)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202243199349109289
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
General Explanation Attachment
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T19:49:58-06:00	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	260170419	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Hull Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	HULL	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	EDWARD B CHEZ	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8008391754	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	EDWARD B	PersonFirstNm
Person Last	CHEZ	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	$27,152,091	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	$3,866	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,866	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$75,321	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$75,321	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$918,577	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,223,030	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$918,577	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$150,425	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$150,425	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,148,189	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,148,189	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$524	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$524	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$27,477	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$27,477	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$10,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,000	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$6,900	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$188,187	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$114,634	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$73,551	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$233,088	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$124,634	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$101,552	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$870,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$870,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,103,088	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$124,634	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$971,552	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$45,101	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,023,555	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,394,703	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$8,890,669	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$8,890,669	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$0	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$183,299	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$6,059,343	CorporateStockBOYAmt
Other Investments BOY	$9,438,945	OtherInvestmentsBOYAmt
Other Investments EOY	$9,260,722	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$18,261,422	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$18,076,290	TotalAssetsBOYAmt
Total Assets EOY	$18,151,391	TotalAssetsEOYAmt
Total Assets EOYFMV	$27,152,091	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$18,076,290	RetainedEarningBOYAmt
Retained Earning EOY	$18,151,391	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$18,076,290	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$18,151,391	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$18,076,290	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$18,151,391	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$18,076,290	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$45,101	ExcessRevenueOverExpensesAmt
Other Increases	$30,000	OtherIncreasesAmt
Subtotal	$18,151,391	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$18,151,391	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt
Publicly-traded Securities	$6,864,938	$6,121,154	$743,784
Passthrough K1 Capital Gain/(Loss)	$174,793		$174,793	$174,793
NOTE REC - EVRNU SPC - 6% - 12/10/2022	$33,299	$33,299			P	2020-12-10	2021-10-08
NOTE REC - EVRNU, SPC - 07/26/2018	$150,000	$150,000			P	2018-07-26	2021-01-01

Field	Value	IRS element (for citing)
Capital Gain Net Income	$918,577	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14,227	InvestmentIncomeExciseTaxAmt
Subtotal	$14,227	SubtotalAmt
Tax Based On Investment Income	$14,227	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$13,425	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$8,800	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$22,225	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,998	OverpaymentAmt
Applied To ES Tax	$7,998	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	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	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
Edward Chez
Foundation Source 501 Silverside Rd	Wilmington	CT	198091377	Treas	1.0	$0	$0	$0
Blair Hull
Foundation Source 501 Silverside Rd	Wilmington	CT	198091377	Dir, Member, Pres, Sec	1.0	$0	$0	$0
Courtney Hull
Foundation Source 501 Silverside Rd	Wilmington	CT	198091377	Dir	1.0	$0	$0	$0
Jeffrey Hull
Foundation Source 501 Silverside Rd	Wilmington	CT	198091377	Dir	1.0	$0	$0	$0
Megan Hull
Foundation Source 501 Silverside Rd	Wilmington	CT	198091377	Dir	1.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	55 Walls Drive 3rd Fl	AddressLine1Txt
City	Fairfield	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06824	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Administrative	ServiceTypeTxt
Compensation	$71,511	CompensationAmt

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	$3,704,794	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,213,719	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$18,187,373	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$27,105,886	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$27,105,886	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$406,588	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$26,699,298	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,334,965	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,334,965	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,227	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,227	TotalTaxAmt
Distributable Before Adj	$1,320,738	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$45,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,365,738	DistributableBeforeDedAmt
Distributable As Adjusted	$1,365,738	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$971,552	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	$971,552	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,365,738	DistributableAsAdjustedAmt
Undistributed Income PY	$928,241	UndistributedIncomePYAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Qualifying Distributions	$971,552	QualifyingDistributionsAmt
Applied To Year1	$928,241	AppliedToYear1Amt
Applied To Current Year	$43,311	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$1,322,427	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	Blair Hull	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
18BY VOTE INC
14 GRIGGS TER	BROOKLINE	MA	02446	N/A	PC	General & Unrestricted	$5,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH ST NW	WASHINGTON	DC	20001	N/A	PC	General & Unrestricted	$30,000
ANNIECANNONS INC
PO BOX 170454	SAN FRANCISCO	CA	94117	N/A	PC	General & Unrestricted	$10,000
BLAINE COUNTY HUNGER COALITION INC
110 HONEYSUCKLE ST	BELLEVUE	ID	83313	N/A	PC	General & Unrestricted	$10,000
BRAVE NEW FOUNDATION
11213 WASHINGTON PL STE 5	CULVER CITY	CA	90230	N/A	PC	General & Unrestricted	$20,000
BUTLER UNIVERSITY
4600 SUNSET AVE	INDIANAPOLIS	IN	46208	N/A	PC	the Jean Matlock Scholarship	$10,000
CHICAGO VOTES
PO BOX 377820	CHICAGO	IL	60637	N/A	PC	General & Unrestricted	$15,000
COMMUNITY CAKES CHARITY INC
PO BOX 44874	BOISE	ID	83711	N/A	PC	General & Unrestricted	$2,500
COMMUNITY PARTNERS
PO BOX 741265	LOS ANGELES	CA	90074	N/A	PC	The Civics Center	$15,000
DC BOOKS TO PRISONS
PO BOX 34190	WASHINGTON	DC	20043	N/A	PC	General & Unrestricted	$15,000
DREAM CORPS
436 14TH ST STE 920	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$10,000
DYSAUTONOMIA INTERNATIONAL INC
PO BOX 596	EAST MORICHES	NY	11940	N/A	PC	General & Unrestricted	$15,000
EARTH ISLAND INSTITUTE INC
2150 ALLSTON WAY STE 460	BERKELEY	CA	94704	N/A	PC	Plastic Pollution Coalition	$5,000
FOOD FINDERS INC
10539 HUMBOLT ST	LOS ALAMITOS	CA	90720	N/A	PC	The Farmlink Project	$10,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1102 Q STREETSUITE 4800	SACRAMENTO	CA	95811	N/A	PC	Community Groundwork	$15,000
GEORGE MARK CHILDRENS FUND
2121 GEORGE MARK LN	SAN LEANDRO	CA	94578	N/A	PC	General & Unrestricted	$30,000
GEORGIA MUSLIM VOTER PROJECT
5680 OAKBROOK PKWY STE 145	NORCROSS	GA	30093	N/A	PC	General & Unrestricted	$10,000
GREEN SCIENCE POLICY INSTITUTE
1400 SHATTUCK AVE STE 8	BERKELEY	CA	94709	N/A	PC	General & Unrestricted	$15,000
GROUNDTRUTH PROJECT INC
10 GUEST ST	BOSTON	MA	02135	N/A	PC	Report for America	$15,000
HEAD COUNT INC
104 W 29TH ST 11TH FL	NEW YORK	NY	10001	N/A	PC	General & Unrestricted	$10,000
HEALTHY BUILDING NETWORK
4911 7TH ST NW	WASHINGTON	DC	20011	N/A	PC	General & Unrestricted	$10,000
INNOCENCE PROJECT INC
40 WORTH ST RM 701	NEW YORK	NY	10013	N/A	PC	General & Unrestricted	$10,000
INSTITUTE FOR AMERICA'S FUTURE INC
1050 CONNECTICUT AVE NW 65792	WASHINGTON	DC	20035	N/A	PC	Public Leadership Institute	$30,000
INSTITUTE FOR AMERICA'S FUTURE INC
1050 CONNECTICUT AVE NW 65792	WASHINGTON	DC	20035	N/A	PC	Public Leadership Institute	$10,000
LOOKUP INCUBATOR INC
PO BOX 1571	CONCORD	MA	01742	N/A	PC	to the Ann Reynolds Legacy Fund	$10,000
LOUD LIGHT
3797 INDIAN TRL	DESTIN	FL	32541	N/A	PC	General & Unrestricted	$15,000
MI FAMILIA VOTA EDUCATION FUND
3030 N CENTRAL AVE 9TH FL STE 900	PHOENIX	AZ	85012	N/A	PC	General & Unrestricted	$15,000
MIDWEST ACADEMY INC
53 W JACKSON BLVD STE 1634	CHICAGO	IL	60604	N/A	PC	Paul Booth Rising Leadership Project	$15,000
MISSISSIPPI VOTES
510 GEORGE ST STE 308	JACKSON	MS	39202	N/A	PC	General & Unrestricted	$15,000
MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUD
3141 STEVENS CREEK BLVD 40563	SAN JOSE	CA	95117	N/A	PC	General & Unrestricted	$15,000
MYALGIC ENCEPHALOMYELITIS ACTION NETWORK INC
1217 WILSHIRE BLVD NO 3639	SANTA MONICA	CA	90403	N/A	PC	General & Unrestricted	$10,000
NEO PHILANTHROPY INC
45 WEST 36TH ST 6TH FLOOR	NEW YORK	NY	10018	N/A	PC	Online Progressive Engagement Network	$30,000
NEO PHILANTHROPY INC
45 WEST 36TH ST 6TH FLOOR	NEW YORK	NY	10018	N/A	PC	Funders Committee for Civic Participation Support	$5,000
NEO PHILANTHROPY INC
45 WEST 36TH ST 6TH FLOOR	NEW YORK	NY	10018	N/A	PC	FCCP	$5,000
NEO PHILANTHROPY INC
45 WEST 36TH ST 6TH FLOOR	NEW YORK	NY	10018	N/A	PC	Youth Engagement Fund	$30,000
NEW VENTURE FUND
PO BOX 37734	BALTIMORE	MD	21297	N/A	PC	Demand Progress Education Fund	$30,000
ORTON BOTANICAL GARDEN INC
867 FILER AVE W	TWIN FALLS	ID	83301	N/A	PC	General & Unrestricted	$2,500
SOLIDAIRE NETWORK INC
1423 BROADWAY NO 314	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$35,000
SOUTHEAST ASIAN MAA COALITION INC
1711 S BROAD ST	PHILADELPHIA	PA	19148	N/A	PC	General & Unrestricted	$5,000
STARLINGS VOLLEYBALL CLUBS USA
5857 OWENS AVE STE 300	CARLSBAD	CA	92008	N/A	PC	General & Unrestricted	$25,000
THE 5 GYRES INSTITUTE
PO BOX 5699	SANTA MONICA	CA	90409	N/A	PC	General & Unrestricted	$10,000
THE ANDREW GOODMAN FOUNDATION INC
270 MADISON AVE FL 16	NEW YORK	NY	10016	N/A	PC	General & Unrestricted	$15,000
THE CARTER CENTER INC
453 FREEDOM PKWY NE ONE COPENHILL	ATLANTA	GA	30307	N/A	PC	U.S. Election Protection Program	$10,000
THE DAVID SHELDRICK WILDLIFE TRUST USA
25283 CABOT RD STE 101	LAGUNA HILLS	CA	92653	N/A	PC	General & Unrestricted	$5,000
THE OHIO ORGANIZING COLLABORATIVE
25 E BOARDMAN ST STE 428	YOUNGSTOWN	OH	44503	N/A	PC	General & Unrestricted	$10,000
TIDES CENTER
PO BOX 399385	SAN FRANCISCO	CA	94139	N/A	PC	Voices For Progress Education Fund	$15,000
TIDES FOUNDATION
PO BOX 889389	LOS ANGELES	CA	90088	N/A	PC	New Media Ventures Education Fund	$30,000
TIDES FOUNDATION
PO BOX 889389	LOS ANGELES	CA	90088	N/A	PC	Sum of Us Education Fund	$30,000
UC SANTA BARBARA FOUNDATION
4219 CHEADLE HALL 4TH FL	SANTA BARBARA	CA	93106	N/A	PC	General & Unrestricted	$50,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 401	BERKELEY	CA	94704	N/A	PC	Cal Band	$10,000
UPSTREAM POLICY INSTITUTE INC
PO BOX 1352	DAMARISCOTTA	ME	04543	N/A	PC	General & Unrestricted	$10,000
VANDERBILT UNIVERSITY
PO BOX 290369 525 ROYAL PKWY	NASHVILLE	TN	37229	N/A	PC	Financial Markets Research Center	$50,000
VIRGINIA ORGANIZING INC
703 CONCORD AVE	CHARLOTTESVILLE	VA	22903	N/A	PC	Environmental Health Sciences	$20,000
VOTERIDERS
1888 CENTURY PARK E STE 1500	LOS ANGELES	CA	90067	N/A	PC	General & Unrestricted	$10,000
WOOD RIVER LAND TRUST COMPANY
119 E BULLION ST	HAILEY	ID	83333	N/A	PC	General & Unrestricted	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$870,000	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	$3,864	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$75,321	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	$918,577	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	K-1 Inc/Loss	Desc
Exclusion	14	ExclusionCd
Exclusion	$150,425	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,148,187	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,148,187	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 (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bookkeeping	$625	$625
General Consultations	$25,698	$25,698
Tax Return Preparation/Review	$1,154	$1,154

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	FORM 990PF	IdentifierTxt
Form And Line Reference	FORM 990PF	FormAndLineReferenceDesc
Medium Explanation	One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.	MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BARAK FUND SPC LIMITED	$1,059,844	$854,973
CLOSED LOOP VENTURES II LP	$83,775	$85,753
CONSERVATION FORESTRY CAPITAL	$352,390	$465,232
ELEVAR EQUITY III, LP	$205,353	$1,275,350
EVRNU SPC	$262,389	$406,300
GENERATION IM CLIMATE SLTNS FD		$1,250,581
GENERATION IM GLOBAL EQUITY -	$2,438,881	$9,912,047
GLOBAL ENERGY EFFICIENCY AND R	$366,966	$338,753
HULL RENEWABLE HOLDING CORP	$1,500,000
LEAPFROG FINANCIAL INCLUSION F	$142,398	$204,025
LIBERATION CAPITAL RENEWABLE E	$80,117	$352,294
MICROVEST SHORT DURATION FUND	$2,162,567	$1,979,777
SARONA FRONTIER MARKETS INTERN	$354,317	$584,954
SJF VENTURES III, L.P	$251,725	$551,383

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	General Consultations	CategoryTxt
Legal Fees	$524	LegalFeesAmt
Disbursements Charitable Prps	$524	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$71,511	$71,511
Bank Charges	$528		$528
Foundation Dues & Memberships	$1,875	$1,875
K-1 Exp CLOSED LOOP VENTURES I	$11,813		$11,813
K-1 Exp CONSERVATION FORESTRY	$4,406		$4,406
K-1 Exp ELEVAR EQUITY III, LP	$8,426		$8,424
K-1 Exp LEAPFROG FINANCIAL INC	$3,602		$3,602
K-1 Exp MICROVEST SHORT DURATI	$43,272		$43,272
K-1 Exp SARONA FRONTIER MARKET	$34,883		$34,883
K-1 Exp SJF VENTURES III, L.P	$7,706		$7,706
Miscellaneous	$39	$39
State or Local Filing Fees	$126	$126

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss BARAK FUND SPC LIMITED	$1,382	$1,382
K-1 Inc/Loss CLOSED LOOP VENTURES II LP	$6	$6
K-1 Inc/Loss CONSERVATION FORESTRY CAPITAL III, LP	$1	$1
K-1 Inc/Loss ELEVAR EQUITY III, LP	$3	$3
K-1 Inc/Loss LEAPFROG FINANCIAL INCLUSION FD II, L	$2,899	$2,899
K-1 Inc/Loss LIBERATION CAPITAL RENEWABLE ENERGY F	-$26,356	-$26,356
K-1 Inc/Loss MICROVEST SHORT DURATION FUND	$143,641	$143,641
K-1 Inc/Loss SARONA FRONTIER MARKETS INTERNATIONAL	$28,715	$28,715
K-1 Inc/Loss SJF VENTURES III, L.P	$134	$134

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURNED GRANT	Desc
Amt	$30,000	Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EVRNU SPC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Loan Original	$33,299	LoanOriginalAmt
Balance Due	$0	BalanceDueAmt
Note	2020-12	NoteDt
Loan Maturity	2022-12	LoanMaturityDt
Repayment Terms	PRINCIPAL AND INTEREST PAID UPON MATURITY	RepaymentTermsTxt
Interest	6.	InterestRt
Security Provided Borrower	NONE	SecurityProvidedBorrowerTxt
Loan Purpose	INVESTMENT	LoanPurposeTxt
Lender Consideration	NONE NONE	LenderConsiderationDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$10,000	Amt
Net Investment Income	$10,000	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2021	CategoryTxt
Amt	$6,900	Amt